Xevom lets you create a free business app. The app works on both android and iOS and you do not need any coding knowledge. You can have your own business app in the next 5 to 10 minutes.
Step by Step App Creation Tutorial
Below is the video transcript
Intro to Xevom
Welcome to the Digiliterate YouTube channel. And in this video, I’ll be talking about Xevom Apps, with Xevom Apps, you can create no-code business applications. So if you’re a small and medium scale enterprise and are looking to bring your business workflow online, then Xevom apps are for you.
In five minutes, you can create business applications as per your requirement, and they are absolutely free. I’m also giving the link in the description for you to create the app for yourself. And this video will be a quick overview of how you can create a business application for yourself.
And this is just a small overview, there are a lot of features that you can try by clicking on the link in the description. So now let’s go to my laptop screen and see the potential of this application.
How to create an account on Xevom
Welcome to the first video tutorial of the Xevom apps. This is going to be a quick demonstration of how you can create an account on Xevom. Once you visit xevom.com you have to head on to the signup button. Now since you’re going to create your new team or organization, you are going to be the admin of that account.
You have to fill in the details of yours, type your name, company name, type the password & Email ID and just click on the signup button. And as you can see, you got a message that you have successfully created a team.
Now you have to go to your email ID and verify your account, so you will get this link, click on it. Now your account is successfully verified. Now go to the login page and click on the login button. As you can see, you have successfully created an account on Xevom and you can now start using the application.
How to Customize the App & Add Users
Welcome to the second video tutorial of Xevom apps. In this video, we will see how you can customize your application and also add new users. On the top left side, you will see a menu option, click on the account section here you can add your profile photo and type your name.
Click on the photo, let me add a photo. So, I will have a dummy account I will take this photo. As you can see it is uploading here. Once it is uploaded, you can see it over here, you can also type your name here and just click on Save.
Now on the menu, go to the Settings section. Here you can add your company logo, So, I will use this logo for a dummy account. It is going to get uploaded and you can see the logo has been uploaded.
Now you can type here your company name, circle limited, you can type your message. Suppose I’m using this account as an employee onboarding platform right. So, I will type in ”Welcome to the Employee onboarding platform” you can also add some emojis to make it more attractive.
So, now you just want to save it. Now at the bottom, you can see these color tabs by using these you can change the colors of the application. So, there are the first is the toolbar color by using which you can change the color of the top and bottom bars. Now, remember that any color change from here will be reflected in an entire application.
So, let’s try to change the toolbar color. I will try to keep it bluer, now in the background color, you can change the background color of the applications. So, suppose I want the background color of my application to be like this, so just change it right.
So, now the third button is the button color as the name suggests you can change the color of the button. Now the text toolbar color, what it does is change the text color as you can see. Now I want to change the color, you can see the color of the text is changing now make it red.
So you can see the color of the text is getting changed right. Now use the text background color. Let me save it to show it to you. As you can see, all the changes that we made have been reflected in the entire application.
The background color has been changed, the text color has been changed. So now the text background color will change the menu title color, so as you can see here the menu is in black now. Now if you want to change the color of it, you can use this button text background color change.
I can change it to a red color if I want. I’ll save it and as you can see, the main color has been changed to red. So this is how you can customize the colors of your application. Now these three buttons, document type, document status, and task types will be explained in my third video tutorial.
Now at the bottom, you can see we have configuration. So it basically shows the overall plan that you are subscribed to. So now you’re subscribed to the basic plan. In the basic plan, you have utilized one MB storage space, the plan allows a maximum of 50 MB storage space.
This is the Email ID that you’re using to log into the application. So the users are allowed, the maximum users that are allowed are five. And now these below options are for the Pro users. So all these features, all these options I’m going to explain in my fourth video tutorial.
So this is how you customize your application. Now let’s go back to our dashboard. And we are going to now add a new user. On the right-hand side, you can see my mobile screen, I’m going to use it to demonstrate the user side. So now on my PC, let’s go to the Users section.
As you can see, there is only one user-added, and that is admin. There are three tabs in the user section all, admin and users. In the all you can see all the admins and users, in the admin, you can only see all the admins that are in your system, and in the users, you can see all the users that are added.
As you can see that there are no users that are added here. So let’s go & add some users. So on the top right side, you can see a plus sign. So you click on it. Now you have to type the email of the user that you want to invite. I will type in the email of the user that I want to invite, I will click on the invite to join.
And as you can see, the invitation is gone, I will click his name and save it, you can see the user has been added to our system. Now, let’s jump to our mobile section and see the invitation that is received by the user. So as you can see, Maria has received an invitation from Rachael. So all I have to do is click on this link app.xevom.com/registeruser and I just have to open it in my browser.
I will type the email id & password. Now, click on register. Now you can see the email id is registered and I just have to visit the login page. So let’s go back.
Let me type in the email ID and the password. And I’ll click on the login. Now as you can see, I enter the login page. Now all I have to do is go to my Account section and update my profile photo and my name. So I will type in my name and I will click here to add my photo.
So you can add any of your photos from the gallery section. So just take it as a dummy photo. You can see this is getting uploaded. The photos are uploaded now, click on save. So this is how the dashboard is looking at from the user section. And I can also see on the PC that the user is added. So you can see that Maria Garcia is added. Right.
So now in the all section we have two people one is the user and one is the admin. So this is what the process of adding the user looks like. And as you can see, on the PC, you can see on the dashboard of the admin, there are four tabs, documents, tasks, plans, and users. But on the user section, there are only two tabs. One is document and task.
Because the admin has more privilege than the users, right, so you can access the user section, you can remove them. So there’s one more thing that you can do, suppose this is the user and you no longer want to give him access to the company. So what we’ll do is we’ll click on this active button. And you can see that this account is now inactive. So even if the user will try to log in, he will not able to do that.
So this is the function of activity only. So that’s what adding the users looks like. Thanks.
Xevom Free Business App Features & Usecase
Welcome to the third video tutorial of Xevom apps. In this video, we will see some of the features that you can utilize for your business. The account you are seeing on my PC is of the admin and the account you’re seeing on the right-hand side of the mobile screen is of the user.
If you do not know how to add a user, please check my second video. Let’s see a simple use case of new employee onboarding. To understand the features. Here, the admin will act as a recruiter and the user will act as a newly hired employee.
Now the recruiter will assign a task to the employee for signing some onboarding documents such as contracts or tax forms, etc. And the employee on the other hand will sign this document and send them back to the admin.
Now the recruiter once received this document can either approve or disapprove this document. Now let us go back to the screen and see the actual implementation of this use case.
Now we are back on our dashboard. We have two main tabs, documents and tasks. Let us start with the tasks feature. Now in this use case, we are an employee onboarding platform. So the recruiter, also known as the admin will assign a task to the newly hired employee.
So to create a task, you have to click on this plus symbol, and type in the title of the task, so I just want the employee to sign a contract. So I’ll just type contract sign up. I will type this description, I will write ”Hello Maria, Welcome to Circle limited as part of onboarding you need to sign up the contract and send it back”. So this is the description I’m giving to my task.
Now, what is task type? So tasks types are labels that you give to a particular task. For example, I know that I frequently assign a task of document signing up to the newly hired employees. Let me just create a label for it. If I want my employees to sign documents, like contracts, I’ll click on here, and if I want my employee to send me a monthly invoice, I will use this label.
So depending on your requirement, you can create labels. I will show at the end of this video how we create labels. So I’ll choose Document Sign up now. And the task is now pending, but it is not completed by the employee. So I will assign this task to the user Maria, who is newly hired, I will attach the document the contract document that I want Maria to sign.
The file has been attached, I will just click on the save option. As you can see, the contract is assigned, the task has been assigned. So as you can see on my mobile screen on the right-hand side is Maria’s user interface. So maria will now go to the task and she will see that task is pending. So she will read it.
So, she can read that the recruiter wants her to sign this contract and send him back. So she will click on this document. She will download this document, she will check this contract, she will sign this up and she will save it on her PC. She will mark this as completed because she has signed it up and now she will send it back using the Document features.
So, she marked it as completed, she will save the task, she will now head to the documents section where she will attach the signed contract. So to create a document, you have to click on this plus sign on the top right, she will type the title contract signed. she will type the description as Hello, recruiter. I have signed the contract. Please check.
Now just like we label the tasks, we can also label your documents. So these are labels that I have created, company policies, contracts, onboarding material, tax forms. So since this is a contract, she will click on the contract, she will upload the signed contract from the device. Select the signed contract. As you can see the uploading is in progress.
Now you can see the file has been attached, she will just click on Save. And now on my PC, you can see the recruiter will receive these documents, he will open this document, he will see that Maria has signed the contract and attached the contract.
So what the recruiter will do is, he will download this attached file, will read the contract, and check if maria has signed it properly or not. If the document is alright, he will have three options over here either to approve, disapprove or keep in the pending section. Since the contract is alright, he will click on the Approve button & will save the document.
As you can see, we have three statuses here, approved, disapproved, and pending. Since this is approved so you can see in the approved section we have this contract signed. So this completes the process of a use case where the recruiter sends some documents to sign to the newly hired employee, the newly hired employee signs the document and sends back the document to the recruiter, and the recruiter approves the document. So that completes our use case of ours.
Now you can see this approved, disapproved, pending are all the labels. I also showed you the labels while we create a document. To create labels go to the settings section and you have the three tabs, document types, document status and task types. So first, I’ll show you the task types.
So in task types, I have created these two labels, documents sign up and monthly invoice depending on our requirement. For this particular use case, these two labels were of good fit. So I created these two, if you want to create your labels, you have this plus sign and you can get your new labels.
On this document status again. We have been approved, disapproved, and pending. So this particular use case, the recruiter has the choice to approve the document or disapprove. But if you want to change these labels you can click on them, and you can change the label as per your requirement. And it will reflect.
Now in the document types. This is similar to the labeling of the tasks that we do. So the labels that are given are contracts, onboarding material, tax forms, and company policies. So this is how and if you want to create, you can click on this plus sign and create the labels for the document type. So that completes our use case and all major features of a free version of the Xevom App.
Xevom Pro Version & Features
Welcome to the fourth video tutorial of Xevom Apps. In this video, I will walk you through the pro version of the Xevom app and its features. Now we are on the dashboard of Xevom apps. To purchase the pro version. All you have to do is go to the menu, click on the Settings, scroll down and click on the plans.
Now from here, you can purchase the pro version. Now talking about the storage and users, in the free version, you can have 50 MB of storage space. In the pro version, you can have 50 GB of storage space. In the free version, you can add up to a maximum of five users. In the pro version, you can add up to a maximum of 50 users.
In the free version, although you can access the app using your mobile browser, you don’t have a dedicated mobile application. Now you get that in the pro version. On the right-hand side, you can see my mobile screen and the Xevom application here. So you get that in the pro version.
Also, in the free version of the Xevom app, you need to use the standard login URL app.xevom.com. But again, if you are a Pro user, you can use your company website domain, as well as a suitable subdomain to log into your company account. As you can see, Spwoodworks.com is our website domain. And we are using it as a company login page.
In the free version, you can have multiple admins. In the pro version, you can have multiple admins but in the free version, you can only have a single admin, let me show you. As you can see, in the pro version, we have two admins, but if you are a free user, you will have only one admin.
Now another feature that we have in the pro version of xevom is email integration. By using this feature any person who is on Xevom or any person who is not on Xevom can directly send a document to the admin using a simple email. So to do that, go back to the menu, click on the setting and make sure you have enabled the direct email to Document option.
If you have not enabled this, no person will be able to send you a document using his email id to make sure this is on. Now what you have to do is you have to give this email ID to the person who is going to send you an email and ask him to send a document to this email address.
So once he forward any document to this email address, a document will be created in your user interface so you will see the document here so now let’s try. So first give this email address to the person who is going to send an email. Suppose Ramesh wants to send a document to you to the admin so he will just forward that document to this email address.
He will type in the December invoice, will type in a message, Hi- please pay the invoice, he will add the invoice document. As you can see before sending the email there is no document is created here. But as soon as Ramesh sends the document, a new document will be created in the admin panel.
The December month invoice document is created in the admin panel. Now admin can directly download this document and take the necessary action. Right. So this was the feature and the last feature that I want to talk about is user self-registration.
So what it does is, it gives an ability for any person to become a user of Xevom without you having to invite him. So he can self-register and become a part of your team. So all you have to do is give him this link URL and ask him to register.
So I give him a link and he wants to register, so what he will do is, he will click on the first time registration. So he will do is, type in the email address, type the password and he will just click on register once you do that, he becomes a part of it.
So now all you have to do is log in. So, once you log in as you can see he became a part of your team without you having to invite him. So, from here you have to just update his profile and other details.
So, these are the features, but make sure you have enabled this if you do not enable this then no external person can be able to self-register himself. So make sure you do that. Now, these were all the features of the pro version.
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