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3. The Desktop

This course covers all the basic lessons on how to use and navigate through the DocuSketch online portal.

Course Content

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Lessons Status
1

Device requirements, access, and sign in

2

Main dashboard overview
  • My Tours
  • Create Tour
  • Visitors
  • Contact Information
  • 3D Tour
  • Admin
  • Notifications
  • Portal Options

3

Tour-specific options
  • Tour Thumbnail
  • Gear Button
  • Download
  • Start Live
  • Share
  • Edit
  • Archive
  • Order Sketch (if applicable)

4

Creating a Tour on the Desktop Portal

5

Editing Your Tours on Desktop
  • How to change tour name and/or contact details
  • How to add additional photos to existing tour
  • How to edit photos and/or rearrange them on the tour
  • How to delete a photo from the tour
  • How to add, edit, and/or delete blur areas
  • How to limit views on rooms
  • How to set, change, and/or reset viewing angles
  • How to add, edit, and/or delete comments
  • How to manage hotspots
  • How to take screenshots on tours

6

Sharing Tours

7

Start Live! Showcase tours virtually

8

The Download Feature
  • Images
  • Cubic Images
  • Comment Images
  • Sketches
  • Sketches with Measurements
  • Xactimate ® Sketch
  • All Sketches in One Archive
  • Comment CSV Export

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