FAQs and Troubleshooting

Get all answers to your queries while using Paperflite

What is the recommended dimension of a background image?

Who doesn't like to personalize the backgrounds of collections or use thumbnails for streams? Well, we haven't come across anybody yet. Read our post on personalizing a collection if you'd like...

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By Dinesh Ravindran

updated 29 days ago

How do I change the advanced settings on a personalized link for a collection that I have already shared?

If you are reading this, chances are that you already know how to use a personalized link in Paperflite. But, just in case, if you are wondering what is a personalized link, read our support...

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By Dinesh Ravindran

updated 29 days ago

What is the difference between sharing a collection via Compose and Generating a Link?

Paperflite lets you convert your content assets into URLs that you can share with your leads and prospects. So, instead of large attachments, viewers get simple URLs that they can instantly click...

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By Dinesh Ravindran

updated 29 days ago

I Don’t Wish To Track My Content. How Do I Do That?

At times, you may not need to track analytics behind content assets that you share with your target audience. What do you do during such times? It is easy - Anonymous Links. Anonymous Link is a...

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By Dinesh Ravindran

updated 29 days ago

I Deleted a Content Asset In Google Drive. What Will Happen To It In Paperflite?

All of us like to keep content always at hand, especially when there are numerous systems that we use. We recognize this need for you to stay connected with your content. That is why the Paperflite...

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By Dinesh Ravindran

updated 29 days ago

Why Does It Take Long For The Paperflite iPad/iPhone App To Load?

The iPad/iPhone are some of the most smartest devices around for you to use Paperflite.  In fact, when your sales reps are away on field visits or are meeting the customer in person or are...

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By Dinesh Ravindran

updated 29 days ago

How Do I Edit The Text In Collections?

Once you have created a Collection, you can always edit it and keep making changes to it so that you get the perfect Collection. Within a Collection, you can edit the text that is an integral part...

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By Dinesh Ravindran

updated 29 days ago

Conversations

How Will I Know How If My Target Audience Has Engaged With My Content?

Well, aren't you eager to know how your content is being engaged by your audience? In fact all of us are. The Paperflite platform is designed to let you track every time your target audience interacts with your content. You know when they view it...

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By Dinesh Ravindran

updated 29 days ago

How Do I Seek Consent From My Target Audience?

When you are engaging with your customers, don't get entangled with privacy laws more so if your customers are in the EU region (due to GDPR regulations). This is because as a user, Paperflite helps you understand user behavior in the form of...

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By Dinesh Ravindran

updated 29 days ago

How Will My Content Appear to My Prospect/Customer?

Ever wondered how your content sent via Paperflite is displayed to your prospects/customers? (Click here to know the various ways to send content just in case you'd like a quick refresher.) For the record, it appears quite intuitive to them :). ...

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By Dinesh Ravindran

updated 29 days ago

Can I Delete a Conversation On The Home Page?

Every conversation that you have with your prospects/target audience is recorded in Paperflite. To know what conversations you've had, log in to Paperflite, go to the home page. Notice how your conversations are visible there. On the left-hand...

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By Dinesh Ravindran

updated 29 days ago

Content Assets

How do I Search for Content in Paperflite?

Ever felt that desperate feeling where you're looking for your favorite piece of content that you'd like to share with your prospects/customers? Or, did you fail to notice that exciting piece of content that the marketing team just uploaded? Well,...

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By Dinesh Ravindran

updated 29 days ago

Why Am I Not Able to Delete Certain Assets?

Ever faced a situation where you aren't able to delete content assets in Paperflite? Well, that can happen in three different instances. 1. When you're trying to delete and asset in Streams (i.e., My Hub) and you don't have 'Write' access to it....

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By Dinesh Ravindran

updated 29 days ago

How Do I Add/Edit a Thumbnail For My Content?

One of the basic premise of the Paperflite platform is that it allows you maximum maneuverability. We'd like to enable you do as you like! That's why we constantly build features with 'you' in mind. :) Now, if you want to change your document...

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By Dinesh Ravindran

updated 29 days ago

My Content Does Not Have Previews

Okay, you've uploaded your content assets in Paperflite, but you aren't seeing their thumbnail loading automatically. Why is it so? This usually happens when you've uploaded a URL and it does not have a preview because certain URLs are created in...

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By Dinesh Ravindran

updated 29 days ago

How Do I Add/Edit Content Description?

When you've stored your awesome content in Paperflite, you need to make it discoverable to your teams because that's who it is meant for. With the correct asset descriptions and keywords, your teams can easily locate the content assets that they...

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By Dinesh Ravindran

updated 29 days ago

How Do I Add/Edit Tags to My Content?

Tags are an integral part of your content assets. They are part of the meta description help you discover, locate and dig up content that you need. Tags are keywords that originate from your content strategy. When you store your assets in the...

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By Dinesh Ravindran

updated 29 days ago

How Do I Add a Thumbnail To My Videos?

For most assets types that you upload in Paperflite, the platform is designed to use a thumbnail of the front page. For example, if you've uploaded a PDF document, you will see a preview of the asset automatically picked up by the platform....

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By Dinesh Ravindran

updated 29 days ago

My Hub

Where Do I Store My Content?

Geez, you've just signed up Paperflite. Well, congratulations! You are now a part of a rapidly growing tribe of users who're making their customers happy with their content. So now that you are in as an administrator, where do you store your...

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By Dinesh Ravindran

updated 29 days ago

Share Content

How Do I Enable Prospects To Re-share/Download My Content?

Your amazing content has a purpose - to impress your target audience/provide value to them for the time that they're spending interacting with it. So, you need to give them options to download it or re-share it with other folks they think is...

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By Dinesh Ravindran

updated 29 days ago

How Do I Set An Expiry For My Content Assets?

Your content assets can be set up with an expiry so that they're valid only in a certain time interval. Imagine if you're launching a campaign and offering a limited period for your products/solutions and you're using content to promote it. When...

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By Dinesh Ravindran

updated 29 days ago

How Can I Protect My Content From Misuse?

When we create content with a lot of effort, we want it to reach the right folks so that one could prevent unwanted  abuse. That is why Paperflite gives you the option to protect your content with passwords. In this post, we'll how we can create...

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By Dinesh Ravindran

updated 29 days ago

How Do I Create a New Email Template?

Email templates are very handy and save you a lot of time. Within Paperflite, you can create your own email templates that you can use every time you share content around. Click here to know all about creating, editing, and deleting of email...

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By Dinesh Ravindran

updated 29 days ago

How Do I Share Content in Paperflite?

Today, content sells your stuff like hotcakes! That is why businesses are leaving no stone unturned to produce the most contextual and brilliant content that they possibly can to lure their prospects/customers into buying more of their...

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By Dinesh Ravindran

updated 29 days ago

How do I Ensure My Prospects Know If I've Edited a Collection After Sharing Content?

Once you share a Collection, you can edit them. But, how do you ensure that they're aware of it? Let us see how this is done. Imagine you have created a great Collection for your prospects and you're ready to send them. You're aware that there...

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By Dinesh Ravindran

updated 29 days ago

How do I personalize content for my prospects/customers?

Paperflite enables you to personalize your Collections in numerous ways before you reach out to your target audience. You can personalize a collection in the following ways: Add assets to your Collection Upload a new background image Use your...

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By Dinesh Ravindran

updated 29 days ago

I Sent The Same Collection To Multiple Prospects. How Do I Edit Them Individually?

Imagine having launched a campaign where you've share a Collection with multiple prospects/customers. Now, you realize that for one of the prospects you need to change the Collection a bit so they are able to view stuff that's different from...

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By Dinesh Ravindran

updated 29 days ago

Can I Edit a Collection After I've Sent It?

When you have created Collections and sent it to your target audience, you need not fret not being able to make changes to it. Paperflite lets you to edit it unlike conventional emails that are permanent. You can make the below changes to a...

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By Dinesh Ravindran

updated 29 days ago

How Do I Edit a Collection After Sending It To a Customer?

You've sent your awesome content to your prospects/customers and you realize now that you want to edit it. How do you do it? Don't worry, it is not difficult at all. Here's how you do it. Log in to Paperflite and observe how your conversations...

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By Dinesh Ravindran

updated 29 days ago

QuickSend | Email

How Do I Change The Font In My Email?

The Paperflite platform gives you ample ways to personalize your outreach. In this post, we will understand how to change your email font. Imagine you're sending your prospect an asset through the QuickSend feature and you wish to change the font...

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By Dinesh Ravindran

updated 29 days ago

Emails That I Sent Through Compose Are Not Synced With My Email

Sent mails through Compose and you're not able to see them on the 'Sent' mails list in your email account? Well, that might happen when your email provider is not synced properly with Paperflite. But, don't you worry about it. We've got you...

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By Dinesh Ravindran

updated 29 days ago

How Do I Add an Email Signature?

Email signatures are a good way of letting your customers know how to reach you and also help in a bit of personal branding. While sharing content with your customers, you want to give them every way of reaching back to you. This is how you get it...

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By Dinesh Ravindran

updated 29 days ago

I Am Using Compose To Share Content From My Local Drive. Where does It Get Stored In Paperflite?

At times, you are in a hurry to send out content to your prospects and for some reason, it may not be already housed in Paperflite. Obviously, you'll have it stored in your local computer. (Psst. Our sales folks are often caught using it). :)...

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By Dinesh Ravindran

updated 29 days ago

My Rolodex

How Do I Edit Contacts?

Editing your contact is super-easy in Paperflite. Once you've added them in, go to 'My Rolodex' to look them up with their first name, last name etc. When you find the contact whom you'd like to edit, click on them. Notice the option to Update...

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By Dinesh Ravindran

updated 29 days ago

How Are Contacts Added To My Rolodex?

Prospects are added in three ways in Paperflite. They are: When you add contacts manually to 'My Rolodex.' In this case, you can enter all their details such first name, last name, work credentials etc.  When you enter the email id of a person...

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By Dinesh Ravindran

updated 29 days ago

Who Are Global Contacts?

At Paperflite, your contacts are identified by their email ids. All contacts are stored in ' My Rolodex ' on the left hand pane of the Paperflite platform. At Paperflite, there are two types of contacts - one that you reach out to yourself and one...

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By Dinesh Ravindran

updated 29 days ago

General Queries

How Do I Update My Profile?

At Paperflite, you can customize your account in the following manner: Edit your profile picture Your work title Edit your name Insert your contact numbers Change your password etc. Here's how you can do it - in your Paperflite account, go to...

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By Dinesh Ravindran

updated 29 days ago

I'm Stuck, Can Someone Help Me?

Working with Paperflite is super-easy. So much so that when you're stuck doing something fabulous, you might feel the need for additional support. That's why we're always at hand. :) So, here's how you can quick chat us from the app itself. On the...

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By Dinesh Ravindran

updated 29 days ago

I'm Having Trouble Logging in

In the era that we live in, you're expected to remember passwords for almost everything that we do digitally. And that is not an easy feat to pull off! Imagine having to recollect the password for your digital wallet when you're scrambling to...

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By Dinesh Ravindran

updated 29 days ago

How Do I Change The Privacy Policy?

Privacy policies vary according to each company. What one company prefers may not always be the choice of the other. At Paperflite, administrators can either go by the default privacy policy that we've set up for you or change it based on your...

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By Dinesh Ravindran

updated 29 days ago

How to Edit Documents and Presentation within Paperflite

Editing documents (MS Word, Powerpoint or Google Docs and Slides) within Paperflite With the document edit feature now available within Paperflite, you can now make the changes, add, remove or modify content all right within Paperflite. Here are...

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By Dinesh Ravindran

updated 17 days ago