Updated March 2022
In a world becoming more and more paperless, the power to edit documents online is invaluable.
It’s no secret that document collaboration and file sharing are essential resources in the remote work toolkit. Without it, the processes necessary to run a business or participate in virtual learning would be inefficient at best and nearly impossible at worst.
Still, there are times when everyone from educators to sales teams finds themselves staring at their blank, “Untitled Document” Google Docs and wishing there was an easier way to engage their clients or students without putting information security at risk.
That’s where Sizle shines. Our secure document sharing platform opens the door for you to create interactive resources with real-time analytics that help you optimize your practices and elicit the feedback you need to do business.
Once you learn how to create a document in Sizle or import an existing Google Doc, you can start tracking the ways that your audience engages with your content. Fortunately, it’s a safe and straightforward process!
Create a Document in Sizle
Instead of worrying about whether your recipients have secure access to your resources, you can focus on building a better rapport with your audience, whether it’s through Zoom meetings or in-person.
So, let’s get started!
Create a New Document in Your Sizle Workspace
- On your workspace page, find the “Create” button.
- Click here and select the “Create Document” option.
- Wait for your as-of-yet untitled document to load.
Once you’ve opened the document editing dashboard, it’s simple to bring in all of the necessary components from your computer.
Add Your Documents and Images
- Find the individual resources you need for the final document.
- Drag and drop them into the sidebar.
- Rearrange the order, if required.
If you don’t see a sidebar on the left side of your screen, be sure to click the “Panel” button. The tray will pop out for you to store your elements.
Build in Interactive Features
- Use the workspace tools to create interactive features or make changes to a document that a client or colleague shared with you.
- Annotate with underlining, strikethrough, wavy lines, additional text, handwriting, or highlights.
- Add shapes to draw attention to particular pieces of the document.
- Build fillable form fields like text boxes for signatures, checkmarks, and list boxes.
These are the parts of your document that you’ll most closely monitor for engagement and feedback while tracking analytics.
Send Out Your Completed Document
Once you’re done, use the “Share” function to send out a secure email or direct secure link to the right people at the right time.
Toggle options like a burn timer or access code to confirm secure sharing.
When you send it out, be ready to track rich data with the analytics tools available in the Pro version of Sizle.
Monitor Open Alerts, Status, and Engagement
Watch for alerts that let you know a recipient has opened the document.
When you open the document simultaneously, you can watch exactly what they’re doing, when they’re doing it, and how long they spend in each field or page.
Use this data to monitor and adjust your document sharing process. If you notice that a particular section, image, or piece of text is holding the audience’s attention, ask for feedback on the particulars of what they found interesting.
Import a Google Doc
Google Docs is the quintessential collaboration software suite. It’s easy to use because all of the different tools, like Slides and Sheets, automatically store to the same cloud-based service.
If Google Drive is your go-to storage space for dumping everything from formalized paperwork to drafts with names like “Untitled Document Powerpoint” or “Untitled Document PDF,” Sizle can easily import everything to need to provide a space for end-to-end secure communication.
Create an Untitled Document Google Doc
Before you can import a document, you’ll need to create a new Untitled Document first with all the information you want your audience to see.
- Go to the Google Docs homepage.
- Click “Blank” from the “Start a new document” menu at the top.
- Change the name of your untitled document to the name you’ll want to send it under, such as “Jim Smith Contract Agreement” or “How to Make the Sale Presentation Outline.”
- Use the embedded online word processing functions to add text, insert images, and link to other resources.
- Ask your team for feedback and suggested changes. You can allow them to edit directly or change the function to “Suggesting” using the “Mode” button on the top right of your doc.
Import Your Document
The process of importing and editing your Google Doc in Sizle is very similar to the one described earlier for starting from scratch.
- Click the “Create” button on your workspace page.
- Navigate to the bottom of the drop-down menu and select “Import from Google Drive.
- Find the files you want to upload.
- Once you’ve clicked on them, click “Select” at the bottom of the pop-up menu.
- Wait for the resources to load into a new dashboard page.
Use the Dashboard Tools to Build a More Interactive Google Doc
Just as you can when starting from scratch, add areas where you want your recipients to interact with the Google Doc.
You can also add everything you’re capable of doing on a new, blank document into your imported document.
Share and Monitor
The ability to work remotely has seen a noticeable uptick and one that experts say is unlikely to stop anytime soon. In fact, some predict that the number of permanent remote works will double by the end of 2021.
With all of the changes to how we do work, it’s critical to stay productive and efficient by working with tools that deliver consistent results.
You can learn more about Sizle’s capabilities by checking out our recent blogs like 8 Tips for Secure Document Sharing and 10 Benefits of Cloud Analytics for Business Intelligence. Go forth and optimize!