Articles on: General

What are the first steps after logging into my account?

Overview:

After successfully logging into your XTEN-AV account, the platform guides you through a quick onboarding process to help you start working on AV designs or proposals efficiently.

You will first be asked to choose your primary workflow so the system can personalize your experience.

When setting up your account, you will be asked to select your team size so the platform can personalize your experience. Then click Next to continue.

This onboarding step asks you to select what best describes your organization so the platform can tailor the experience, features, and recommendations based on their industry type. Then click Next to continue.

On the next steps, you will be asked to choose, what you want to explore first. Then click Done to continue.

Based on your selection, you’ll see multiple options tailored to your needs. Review the available choices and select the option that best matches your requirements to continue.

After making your selection, the next page will ask you to choose products from the list provided. You can also use the search option to quickly find the products you need.

You can also skip this step and go directly to the main dashboard, where you can start creating designs and proposals based on your needs.

Once you skip this step, you will be taken to the main dashboard, where you can start creating designs and proposals.

You can create a design directly from the dashboard by using the X-DRAW feature. Please follow the steps mentioned in the shared link: https://knowledgebase.xtenav.com/en-us/article/how-to-create-design-using-x-draw-cybks4/

You can create a proposal directly from the dashboard by using the X-DOC feature. Please follow the steps mentioned in the shared link: https://knowledgebase.xtenav.com/en-us/article/how-to-create-proposal-for-project-1e0xnhv/

Updated on: 05/04/2026

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