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.