Channels

Channels are collaborative folders that help you organize your Xtensio dashboard and folios. Here, you'll find instructions on how to create new channels, add and remove folios into different channels, change collaboration access levels, and share folios outside the team.
  • Organize folios with channels

    Channels serve as collaborative folders. You can use them to group folios by topic, project, term, or any other category that helps you stay focused and organized. Your folios can be added to multiple channels and these can be shared with specific team members, made team-visible, or kept private. This section of our help center […]

  • Create a new channel

    Navigate to the sidebar on the left-hand side to select “+ New Channel” and give your channel a name. You can organize your folios by template type, client, or department. Here are some examples of ways you can group your folios: By Type: Persona, Lean Canvas, SWOT Analysis, Content Strategy, etc. By Client: Company 1, […]

  • Adding and removing channel collaborators

    Choose a channel on the sidebar. You will see a navigation bar at the top of the screen where you can manage your channel settings and collaborator access levels.  Channel collaboration gives members and guests editing access to all folios in the channel and these collaborators will automatically be given editing access to any folios […]

  • Channel roles

    Xtensio’s team plans allow you to add different user roles to the account so all of your team members, clients, and important stakeholders will be able to work together. The team dashboards are completely private and secure and the team owner and admins can control access levels to add and remove team members and guests […]

  • Customize the channel landing page

    The sharable channel landing page is a great way to present all the documents you created for a certain project with your team members or clients for view only access. When you share the link to your channel, the visitor will land on a simple page with all of your folios neatly organized and be […]

  • Share channels

    You can share a batch of folios with team members, stakeholders, or clients to give them viewing access by using shared channel links. By sharing a channel link, you can share multiple folios at one time. Channels essentially work like collaborative folders to group folios together. Channels are private by default, so only channel collaborators […]

  • Add folios to channels

    Hover your mouse above a folio and press on the tag icon on the bottom right corner. A popup will appear prompting you to select from the channels you’ve already created, or you can type in a new category name.  You can attach as many channels to a folio as you’d like. Add and remove […]

FAQs

Xtensio is the easiest way for teams to create, share, and manage all of their business documents. You can create stunning pitches, sales sheets, reports, case studies, agendas, and more, with no design experience. You can add images, videos, tables, buttons, and other interactive modules to your folios. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

A folio is a live webpage, a full-screen digital slideshow presentation, and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative, and completely customizable.

You can start from an instructional template, editable example, or a blank folio to build all your business documents and presentations with the ease of drag and drop. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

You can create any sort of business content you need – one-pagers, fact sheets, pitches and proposals, press releases, employee handbooks, reports, strategy canvases, landing pages, and more. Check out our library of instructional templates and editable examples.

A folio is your personal copy made from a template. It’s a live page you can edit, collaborate on, and share. Instructional templates guide you in creating a variety of business content

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private and even password protect them for added security. Here’s more on the range of sharing options on Xtensio, from completely private to public.

What makes Xtensio so great is the variety of options you have to share your work. You can invite users to collaborate. You can present your work as a full-screen digital slideshow. Export it as a PNG or PDF. Share it as a live web link or embed it on your website. Xtensio is the most flexible platform for sharing business collateral.

Our plans are meant to be collaborative. You can add 2 Free guests on the Basic Access and unlimited guests on the Full Access plan. You can also add team members to your plans with a seat cost. You can check out features, pricing and details here on our pricing page.

 

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations, or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Yes. You can upgrade, downgrade, switch between monthly or yearly options, or cancel at any time. To make changes, go to your billing settings.

If you cancel your plan, premium features will remain active until the end of your current billing period. When the subscription expires, your account will be removed from the system entirely.