Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Pixtel helps to capture, share and manage files. Images captured can be edited using drawing and image manipulation tools before sharing. Pixtel helps in easy sharing of images to multiple cloud platforms and applications such as Google Drive, One Drive, Word, PowerPoint, Jira, Facebook, etc. One important feature in all these integrations is that users can configure multiple accounts with any of the providers. For example, users can have 3 Google drive accounts, one for personal use, one or more for business use, and another one for school. While working on captures for business, a business account can be used to upload and share annotated files. This is one of the major strengths of Pixtel unlike many other tools in the market. This document covers the different share options available in the application. Share interface can be opened either from Menu Window→Share or Click on Share Toggle button icon,   , in the middle of the left side menu. The Share Option Interface will open on the left as shown below. It can be closed by clicking on the icon again.


Image RemovedImage Added


Share Integrations

By default, the current image opened in the tab is selected as the image for sharing. Multiple images can be shared by switching the main display to Grid View, by clicking on the Grid View toggle button icon . Grid view displays thumbnails of all opened tabs. Any number of images can be selected from the grid view and can be shared together. If any of the images have annotations, they get flattened onto the image before sharing. This flattening happens with the temporary in-memory images, the original image with annotations is not impacted. See the following grid view with some selected image thumbnails for sharing.

...

Image Added


Sharing integrations are grouped into 

  1. Cloud Upload: All integrations that enable uploading images to cloud drives such as Google Drive, cloud applications such as OneNote and EverNote, and cloud storage in the future is part of this section. This can be minimized by clicking on the header. 
  2. Export: All integrations that export images into document formats such as Office Word, Excel and PowerPoint. 
  3. Applications: All application integrations for sharing images.
  4. Social Media: All social media applications for sharing images such as Facebook YouTube and TwitterVimeo.

There is a format checkbox at the bottom of the share fly-out. Checking this box helps to share files in native PI (Pix) file format which retains all the annotations along with the image intact. These files can be imported into another Pixtel and annotations can be manipulated as required. This is very useful for collaborative work. 

...

The user interface and interaction for Google Drive, OneDrive, Box, and Dropbox are more or less the same except how they allow user authentication. In the following, Google drive integration is detailed as a reference. When clicked on google drive integration icon, , the following Google Drive window opens up with selected documents populated in the upload control on the right.

Image RemovedImage Added


  1. Click Add to log into Google Drive account and add it to the application. A separate browser window opens for a user to login to their account. 
  2. Choose an account from account selection combo box
  3. Click Select to choose an account.
  4. On clicking Refresh, folders will be refreshed (optional)
  5. To remove any user account from application click Remove.
  6. All the folders in the account will be displayedPixtel files are located in Pixtel directory. New sub-folders can be created by right clicking on the directory and specifying the folder name. Any folder can be selected for upload. If no folder is selected, files are uploaded to root folder, Pixtel.
  7. Click Add Files to add any additional files from the local directory. They can be any documents.
  8. Click Upload to complete the file uploads. 

As the files are being uploaded, upload status is shown with a progress bar as shown below:

Image RemovedImage Added

OneDrive, Box, and Dropbox also follow a similar approach. They all open up IE browser for user authentication. If uploads are taking a long time, they can be canceled using the Cancel button. In addition to captured images, video and audio files can be uploaded as well. Large files take a while to upload. Depending on the bandwidth, users can consider uploading files directly using respective desktop clients. For example, you can install DropBox client on the desktop and drag and drop files into dropbox folders. These local clients help to upload the files in the background.

...

OneNote Online lets you take notes and organize note pages in a web browser. OneNote and EverNote are the two most popular note-taking applications with millions of active users. Users can create new pages through Pixtel and attach images to that page. All sections and pages are listed under each division respectively. Users can also provide a page description in the description field.

Image RemovedImage Added


 OneNote  OneNote Window

  1. Click Add to log in to Microsoft account, if no user is logged in. A dialogue box opens where users can log in to their account.
  2. If a user has previously logged on, choose an account from the drop-down.
  3. Click Select to choose an account.
  4. On clicking Refresh, sections and pages will be refreshed.
  5. To remove any user account from the application, click Remove.
  6. Under Notebook’s, choose the notebook associated with an account. All the sections and pages related to the selected notebook will be displayed.
  7. To create a new page check the box adjacent to Create a New Page.
  8. User can add a description to an image in Description box.
  9. Selected Images the tab has all images chosen for upload.
  10. Click Upload to complete image upload.
  11. Cancel will cancel the active uploads and Close closes the window.

...

Evernote online is similar to OneNote and helps users to select Notebooks and attach images to select notes. New note pages can be created directly from the application. On the left side, instead of Sections and Pages as in OneNote, EverNote has Notebooks and Notes objects. Other than that, the rest of the functionality is similar to OneNote functionality. 

Image RemovedImage Added

Office Export

Office Export helps to create professional-looking documents in Word, Excel and PowerPoint formats exporting images, image titles, and descriptions.

...

Pixtel generates the nicely-styled word document with few clicks, exporting all selected images formatted with titles and descriptions. The main export window is presented below:

    Image Removed    Image Added                                                          

...

Exported word document looks like the following. By default, all word styles set are applied to titles and image headers.

Image RemovedImage Added

PowerPoint

PowerPoint export provides exporting images into nice-looking presentations with out of the box powerpoint Powerpoint templates. When the PowerPoint share option is selected, the following dialog window opens.

Image RemovedImage Added

In PowerPoint settings tab, different options are available for Layout, Size, and Template. See the following presentation generated from the above settings:

Image RemovedImage Added

Excel

Excel export supports exporting images to a single worksheet or export each image to a different worksheet. Excel export is very helpful in case of exporting tax documents, financial statements, etc. where a screenshot is required as a proof with calculations in the excel spreadsheet. See the excel export window:

...

                                                       One exception for excel export is that the available list of excel documents is not supported in this release. This means images can be exported into a new excel document. They cannot be exported into existing excel document.

Applications

Application integration helps to interact with applications from Pixtel directly without requiring to switch between applications to share images. A set of three integrations are included in Pixtel. These are Email, FTP and Jira. Email integration helps to send an email with image attachments. FTP integration allows uploading documents to a selected FTP site. Jira integration is an important integration provided in the application. Jira integration allows users to create and update issues directly from the application without requiring to go back and forth with Jira application in the browser. This greatly improves the productivity of Product Management, and Development and QA engineers when dealing with a large number of product/project screenshots.

...

  1. Select an account from the drop-down and click Select button
  2. Click Add button to log in to an email account.
    1. Add New Account a window opens, shown below, a new Window for selecting Provider (e.g. Google, Yahoo, etc.), entering Display Name, Email Address, and Password.
    2. Click Test on Authenticate which validates the credentials or opens a separate browser for OAuth2 providers to authenticate.
    3. Click Save to save the details.
    4. Image RemovedImage Added
  3. Click Edit to modify previously saved email details
  4. Click Remove to remove any user account
  5. Enter recipient accounts in To, Cc and fill the Subject and Message                                                           
  6. Click Add Files to add any additional files from the directory. They need not be image files.
  7. Click Send to to send email with the file attachementsattachments.

Note that some email providers reject large attachments. Please make sure the total size of attachments is less than the limit. Both Google and Office365 support OAuth OAuth2 and 2-step authentication. We are in the process of adding OAuth support for other providers.

FTP

FTP integration

FTP

FTP integration facilitates uploading files to an FTP server. All the folders that have permissions show up on the left. Choose a folder and share the images. FTP window is presented below:

...

Jira is used for issue tracking and project management. Images and captures in Pixtel can be used to create a Jira issue or update an existing issue. Jira accounts are authenticated and saved in the application for future login. With multiple accounts, users can make one account as primary. Project names are filtered before creating or updating an issue. A link to the issue appears at the bottom which can be opened in the web browser. Jira integration significantly improves productivity especially for the users who use it for managing issues with image attachments. In order for Jira integration to work, Jira should be accessible and the Rest API should not be disabled. Integration supports two types of authentication: Basic authentication with API key based authentication that requires user id /password and OAuth1aAPI key. Other custom forms of authentications are not supported. 

On clicking the Jira integration button in the share panel, Jira Account Settings form Manager window opens up as shown below:

Image RemovedImage Added

...

This window shows the

...

list of Jira Accounts already configured. Click on Connect button to connect to Jira account for creating and updating issues. Click on Add/Update buttons to add/update a new account or update an account. Remove helps to remove an already registered account. Before adding a new account, please add a new API token in your Jira Cloud account settings online at https://id.atlassian.com/manage-profile/security/api-tokens . Once you create a new API token, copy the token and paste it in API token field (3).


Image Added


  1. In the Jira account settings form, a user has to fill Account Name (1) or select from the drop-down if already saved. Enter Jira Server URL , Username (2), and API Token (3). Click on Authenticatebutton (5) to connect and validate the account.
  2. Click Authenticate (5), it will check connection status & the message will be displayed. Loads Project Names where user can select any project from the drop-down.
  3. After the connection is successful, Select the projects that you can to include. Drop down button lists all available projects. Once the required projects are added, click Save Metadata (6), it saves the user details and loads project metadata.

Jira Issue form contains two tabs: Create Issue and Update Issue. The 'Create Issue' form helps to create a new issue and to attach all images. the 'Update Issue' form helps to search for an issue and attach images with comments. All attachments are added to the issues in the background as the upload speeds vary with Jira server. Sometimes, it takes a long time to upload.

...

    

Status Bar with Message


Sometimes, issue cannot be created using simple form due to mandatory fields. In that case, please use the advanced form to create the instance.                                                                             

Update Issue:

...

Default values can be configured by selecting Advanced Create Issue mode and selecting the Default Field Config checkbox in the bottom as shown below.

...

Image Removed

Default Value Configuration

Identify the field value that needs to be saved as default after checking the 'Default Field Config' checkbox. A set of default configuration buttons show up next to each of the fields. By selecting the type of setting from the drop-down, shown above, click on the gear icon to save the default value. Next time, when an issue is created, those fields that have default values get prefilled. This greatly improves productivity, reducing the form of filling time while creating an issue.

Social Media

Pixtel provides integrations to social media applications such as Facebook and Twitter. Similar to other integrations, these help to post messages with images, on Facebook and Twitter. 

Facebook

Facebook is one of the most popular social media applications. Millions of people post messages with images every day. Pixtel helps to make that task easier without requiring to switch between applications. Facebook integration window is very similar to other integration windows as shown below:

...

Image Removed

Facebook Form

...

Twitter

Twitter is another popular social media application used by millions of users for posting tweets with images. The Twitter form is similar to Facebook form except that message is validated for the size to make sure tweet is acceptable.

...

Image Removed

Twitter Form

...

as shown below.

Image Added

Default Value Configuration

Identify the field value that needs to be saved as default after checking the 'Default Field Config' checkbox. A set of default configuration buttons show up next to each of the fields. By selecting the type of setting from the drop-down, shown above, click on the gear icon to save the default value. Next time, when an issue is created, those fields that have default values get prefilled. This greatly improves productivity, reducing the form of filling time while creating an issue.

Social Media

Pixtel provides integrations to social media applications such as YouTube and Vimeo. Similar to other integrations, these help to post videos on YouTube and Vimeo. 

YouTube

YouTube is a popular social media application used by millions of users for posting videos. This integration helps to upload the video content to a YouTube channel and make it available for public access. Recorded videos can be selected and seamlessly uploaded to your YouTube account. Please make sure you follow copyright laws for uploading video content. 

...