Most of the information about Konveio Basic holds true for other plan types.
Visit our official Konveio Basic Quick Start Guide
https://konve.io/basic-quick-start
Create your first document
FROM ZERO TO LAUNCH
STEP ONE: ADD A NEW DOCUMENT
After setting your password, visit the Documents tab.
Click “Add New Document” in the center of the page.
STEP TWO: NAME AND UPLOAD YOUR DOCUMENT
Fill out the title field.
Select and upload your document.
PDFs of any dimension or page count are accepted.
STEP THREE: CLICK SAVE
STEP FOUR: SPREAD THE WORD!
Or continue on to further enrich and curate your participant’s experience
There is nothing stopping you from sharing your project to receive feedback.
However, Konveio basic allows you to take your pdf to new heights.
Continue on to the additional steps to take your presentation to new heights.
Go the extra mile!
Use more of Konveio's unique features to enhance the experience.
1: CREATING A CONTENT OVERLAY
Who feels a sense of joy from receiving an extensive list of hyperlinks and instructions? Most find them overwhelming to approach and are placed on the back burner as a result.
Content overlays will elevate your pdf as the hub for all additional resources, leaving you just one link to share in your outreach for feedback. This approach leaves participants feeling comfortable to get started while equipping them to dive deeper at the right moment in their journey.
Typical use case: Have a video covering a topic that's shown on page three of your document? Add a content overlay to the page and allow visitors to watch the video without leaving the page. The same goes for maps, images, audio, Google Street View, external links, and more.
Tutorial video: Content Overlay’s 101
View in full screen for best experience.
Step one: View your document as an administrator and select “Add Pins” from the far right end of your navigation menu.
Step two: Create a pin and bring up an editor window. Either click anywhere on a specific page, or select the new + icon on the sidebar. Selecting the sidebar will allow your overlay to span a range of pages while a pin on your page will be more specific and obvious to participants.
Step three: Write a description and select a unique icon from our list.
Step four: Input your link, copy a youtube link, or paste an embed code.
Final Step: Click save and then preview, reposition, or edit your overlay until it's just right.
2: CREATE A GUIDED TOUR
When your document is long, and certain topics need feedback more than others, how will you emphasize the important pages for participants to focus their attention on? Guided tours are the answer, and they’re straightforward to set up.
Step one: In the view tab, define which pages you wish to direct people’s attention to, and count and write down their page number shown in the navigation menu.
Step two: Enter the edit tab, scroll to the options menu at the bottom. Select Step by Step Guide.
Step three: Add a step for each important page. Then write a description for each page as needed.
Final step: Click save and explore your new guided tour!
3: MANAGING PROJECT PRIVACY
View in full screen for the best experience.
Hoping to keep outsiders from viewing or participating?
Set a password to share in your outreach email alongside your project link. It’s easy and effective.
Step one: Visit the editor tab of the document in question.
Step two: Scroll to the bottom of the page and find the password field.
Step three: Draft a unique password, and click save.
Now, everyone will need to enter the password to view your document.
Harnessing Basic+
COMMENT ANALYSIS PREVIEW
What’s better than having a single space to view every comment in context with the document itself? Answer: Having a searchable, sortable, and filterable list of each and every comment along with sentiment analysis.
ENJOY A 60-SECOND PREVIEW OF THE COMMENT ANALYSIS PORTAL FOR KONVEIO BASIC+ SUBSCRIBERS
REPORTING PREVIEW
Here you'll be able to export all interactions on the document as a CSV or PDF file ready to share with decision-makers or to leverage sentiment analysis.
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Annotated PDFs memorialize your document with each comment in its intended location.
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A CSV file merges all comments and data to further analyze and create custom reports.
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Sentiment analysis provides a high-level "guess" as to how your audience feels.
EMBEDDING YOUR PROJECT
Streamline the participant experience by embedding Konveio into your own website, or allowing partners to host it on theirs.
With Konveio Basic+ it’s as simple as copying the code from the embed tab and pasting it into the other website or platform.
In the event that you wish to have your document accessible only on a different website, you may check a box near the password creation field to eliminate access to your document on basic.konveio.com.
Additional Resources
WE’VE GOT YOUR BACK!
When logged into your account, help is never far away.
In the lower right-hand corner, you’ll find a small button titled “Help.”
Use the help tab at any time to find quick advice from our knowledge base or leave us a note and we’ll get back to you with more detailed advice.
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