In the concept phase you make a choice which meeting features you want to use in your perfect online meeting. After that you put those features in a logical and structured order. We call this the 'storyline'. Let's take a look at this:

1. Make a choice which meeting features you want to use in your perfect online meeting.

Present documents
Present documents in different file formats to your participant and discuss them together.

Fill in forms
Define forms that you wish to complete together with your participant.

Make Choices
The choice function provides flexibility during your online meeting.

Share your screen
Simply show anything on your screen, like a live tariff calculator, while your participant is watching.

Upload documents
Use this feature to allow you and your participant to upload documents, such as a contract, an ID, or presentation.

Download documents
You and your participant can download documents during the online meeting.

Auto generate and send emails 
Generate and send emails including meeting summaries, contracts or meeting invitations.

Sign documents 
Have contracts or order forms signed during your online meeting.

HTML & embed i frames
Embed external content such as YouTube videos, ads or much more into your online meeting.

Present videos 
Present videos during your online meeting.

Present photos 
Present photos during your online meeting.

Auto-generate documents 
Automatically generate PDFs out of filled in forms.

Create reports 
Automatically create reports of each meeting. This can be a summary of the completed forms, discussed contracts or anything else.

2. Put those features in a logical and structured order.

3. Your storyline is ready ... let's look at the implementation in Idiligo.

>> go to Phase 2: Implementation (in Idiligo)

Tip: Check out our Public Script store for some inspiration or just contact us for advice - we are happy to help!