Most users try DocuStream by simply uploading a PDF and hitting generate.
And most of them miss out on 80% of the platform’s real power.
This checklist is designed to change that.
Whether you’re an HR manager turning policies into onboarding, a consultant pitching clients, or a founder building sales content, this guide will help you create better, faster, and more engaging interactive projects inside DocuStream.
1. Objective Alignment
- Clearly define the goal of your project before uploading:
- Internal training?
- Client onboarding?
- Product explanation?
- Marketing asset?
Why: DocuStream tailors voice, format, and delivery style based on objective.
2. Experience Type
(First visual screen – Video Only, Video + Doc, All 3)
- Choose based on end-user consumption style:
- Video Only → Ideal for top-of-funnel explainers
- Video + Doc → Great for product demos, SOPs
- All 3 → Best for onboarding, training, and support
Tip: The richer the experience, the longer users engage.
3. Language Selection
- Pick a language your audience understands (currently defaults to en-US)
- Make sure your uploaded PDF content matches the selected language
4. Key Pages to Include
Decide whether to:
- Include all pages (fastest, best for short docs)
- Select specific pages (best for long documents, focused outputs)
Tip: Don’t generate bloated outputs. Trim irrelevant pages.
5. Content Generation Style
Choose between:
- Abstractive: Creative summary → best for marketing/training
- Extractive: Factual and close to source → best for legal, policies
Recommendation:
- Training & explainer? → Abstractive
- Compliance & reference? → Extractive
6. Duration Slider
Choose ideal video length:
- 1–2 min: Teasers, social assets
- 2–4 min: Overviews, product intros
- 5–8 min: In-depth tutorials, trainings
Note: Aim to keep the length short for first-time viewers.
7. Tone of Voice
Pick the tone that matches your audience:
- Professional: Reports, business content
- Persuasive: Marketing, demo assets
- Instructive: Training, SOPs, explainer videos
and a lot more.
8. Branding
- Apply your brand kit (logo + colors) or create a new one
- Ensure the default doesn’t clash with your brand tone
9. Transitions
Choose if your video needs smooth transitions between chapters
- Enable for longer or chaptered content
- Disable for short, snappy videos
10. Speaker Mode
Choose presentation style:
- Use existing contact → Your brand rep
- Create new contact → Add face to your brand
- Voice-only → For faceless, quick content
Best Practice: Use a familiar brand face or AI-generated voice that aligns with tone.
11. Final Confirmation Screen
Review your:
- Language
- Duration
- Pages
- Contact
- Brand kit
✅ Click Approve Settings only when everything looks right.
12. Advanced Editing (Post-confirmation)
- Edit the autogenerated script and visuals
- Break the script into clear, digestible chapters
- Tweak language and highlights if needed
Tip: This is your final polish moment. Don’t skip it.
13. Generate Video
- Hit Generate Video to complete your project
- Review final output for pacing, clarity, and engagement
- Use feedback to iterate on future uploads
Bonus Optimization Tips:
- Upload clean, well-structured PDFs with clear headers
- Avoid images with embedded text unless critical
- Keep paragraphs short and meaningful (AI handles it better)
- Highlight key sections in the original PDF (for better summarization)
- Run A/B versions of the same document with different tones and durations
Try it yourself. Start your first project on DocuStream today.
