Storyboard Actions

Overview

Share

The Share function allows you to distribute the Storyboard to a user's Yellowfin Inbox, or email. Access the Share menu by clicking on the link in the bottom navigation bar of the Storyboard.

Distribute

1. To distribute a Storyboard click the Share link on the bottom navigation bar of Storyboard. This will open the Share window from which you can select to either Distribute or Email the Storyboard. Click on the Distribute button.
2. You can now select the required Recipients. Click on the + Add Recipients link.
   1. From here you are able to search through Yellowfin Users and Groups.
   2. Select the desired recipients. Once added, your recipients will be listed in the box
      Note: Storyboards will only be distributed to users that have the appropriate level of access for the Storyboard.
3. Next you are given the option to provide a message to go with your distribution.
   1. You may also choose to provide the users with the Storyboard URL, which provides them with a direct method of accessing the Storyboard.
4. Click the Ok button to confirm the distribution
   

Email

1. To distribute a Storyboard click the Share link on the bottom navigation bar of Storyboard. This will open the Share window from which you can select to either Distribute or Email the Storyboard. Click on the Email button.
2. You can now select the required Recipients. Click on the + Add Recipients link.
   1. From here you are able to search through Yellowfin Users and Groups.
   2. Select the desired recipients. Once added, your recipients will be listed in the box
      Note: Storyboards will only be distributed to users that have the appropriate level of access for the Storyboard.
3. Select the format you wish the Storyboard to be sent as, from the list of; PDF and Link To Storyboard.
4. Provide a file name (no file extension required, just the name, eg. SampleStoryboard)
5. Next you are given the option to provide a message for the email.
   1. You may also choose to provide the users with the Storyboard URL, which provides them with a direct method of accessing the Storyboard.
6. Click the Ok button to send the email
   

Export

create a PDF copy of the Storyboard, including comments if desired

Favourite

add the Storyboard to your Favourite Content list

Filter

apply filters to reports embedded in a slide

Comment

collaborate with other viewers of the Storyboard by commenting on particular slides

Note

make private notes on selected slides during a presentation