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Sharing Basics

Folios are completely adaptable. Share folios as live links, digital slideshows or exportable PDF/PNGs in a few clicks. These articles will show you everything you need to know about sharing folios outside of your team.
  • 9 ways to share your documents

    Your client wants to see reports on their phone. Your investor wants a pdf. The board wants a full-blown presentation. Your team wants to work on the copy together. And your boss wants a web page to generate leads…. No worries, we have added 9 ways for you to share your collateral with your team, your clients […]

  • Share a weblink

    Avoid attachment confusion and keep everyone up-to-date by sharing your folio’s responsive web link. All edits are automatically synced with this URL, so anyone with the link can access the latest version of your folio. You can find the link sharing options by clicking on the “Share” link on the top right of the editor.  […]

  • Create custom templates

    All team members (owner, admins, and team members) can save custom templates to simplify the process of creating consistently branded documents. You can save team templates that everyone on the team can reuse for internal use or create public shared templates to generate leads. Save any folio as a template. Customize one of Xtensio’s pre-made […]

  • Export a PDF or PNG

    You can export your folio as a PDF/PNG file by clicking the “Download” link at the top right corner of the edit screen. If you have an Xtensio account, all folio owners and collaborators can export unlimited folios or individual elements of a folio as a PDF or PNG files, with no restrictions. When you […]

  • Publish custom templates and generate leads

    Your folios are super flexible. They can be lead magnets when you share them as custom templates. You’ll get emails and names of everyone who uses your template. Publish your templates and generate leads. Select the 4th option on the sharing settings (public template). This makes your template public and anyone with the link can […]

  • Create a shared team template

    We frequently create similar collateral but when we start from scratch every time, we lose quality and brand consistency. Share team templates to solve these issues for good. Create a shared team template (option 3 on folio sharing settings). Any folio can be saved as a template that your entire team can use for creating […]

  • Present a digital slideshow

    The presentation mode allows you to share your folio as a digital slideshow during a board meeting, an investor pitch, or a class lecture. You can start the presentation mode from the editor or it can be launched with the live link by whoever you’ve shared it with. Divide your folio into sections to define […]

  • Transfer a folio

    If you want to give ownership of your folio to someone else, whether it’s a colleague, client or whoever you need, you can do so from the 3-dot menu, both from the editor and your dashboard when hovering the folio you want to transfer. Select “Transfer” folio from the 3-dot menu. If you want to […]

  • Customize your folio for print

    When you click “Download PDF” a pop-up will appear with options for single-scroll vs. Slides/Pages view. When you choose to export your folio as a PDF in slides/pages, you’ll have additional options to choose page orientation, paper size, and page breaks. Single-scroll PDF By default, the “Single-scroll” option is selected. When you export with this […]

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.

An Xtensio folio is a live webpage, a full-screen digital slideshow presentation, and an exportable PDF/PNG document all-in-one. Your 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. Projects 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. There are 9 ways to share your Xtensio documents (folios). Collaborate privately, share a link, embed on your website, send in an email, share on social, save a team template, publish templates and generate leads, present a full-screen slideshow, or download your folio as a PDF/PNG. Learn more.

 

Yes!  Our plans are meant to be collaborative. All plans include real-time collaboration. You can add unlimited team members on the free plan. To add guests and set access levels, upgrade to a premium plan for more control. 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.