Process: How to Use Tangelo

Using Tangelo is easy and effective. Here’s how you’ll create your report, manage the process, and publish across formats.

When you first get started with Tangelo, you’ll work closely with a dedicated consultant. You can do it yourself, but you’re not alone—we also offer 24/7 tech support and a “hybrid” engagement model in which we’ll create an initial draft of your report.

Your consultant will help set things up and walk you through everything—from discussing your business needs, to overseeing implementation, to providing ongoing support and insight.


Create Your Report

Log in securely. Sign in to your private cloud environment using your credentials and secure two-factor authentication (2FA).

Your private cloud environment will be set up for you. Access can be restricted to your network and/or specific IP addresses—but most clients prefer to allow secure access from anywhere, anytime.

On-premise environments are also an option—your Tangelo consultant can help you determine the best solution for your needs.

Create a new report from custom templates. Choose the type of document you’re creating from a list of custom templates (e.g., Annual Report, Proxy Statement, Sustainability Report, etc.).

Templates will be created and customized for your business based on your specific use cases.

Build your table of contents. Create the initial structure of your report—adding sections and sub-sections—using our intuitive interface. You can continue to edit this structure as you go.

Assign privileges. Grant role-based privileges to the people you’ll be collaborating with, like content writers, editors, and reviewers. You can also create tasks and assign them to specific users.

Create and edit content elements with the built-in visual editor. Place content elements (e.g., paragraphs, tables, images, highlight boxes, quotes, etc.) in your sections using the intuitive, easy-to-use editor. Tangelo will automatically lay out the pages, intelligently applying your custom graphic design—so you can focus on the content itself.

The type of report you’re creating (and your unique design) will determine what kind of sections you can create. In turn, the types of sections you create will determine what kind of content elements you can add.

Your custom templates will be set up ahead of time, before you start creating the report.

Create preview PDFs and websites. Create PDFs at any time as you edit to see your report with all the styles from your design template applied. You can also preview the website version of the report created from the same source, applied with the styles from your custom web design.

Link and sync tables, graphs, and in-text numbers to your data sources. Use our advanced Excel interface to link cells to your content, including tables, graphs, and numbers in paragraphs or any other element. To update all of these elements simultaneously, simply upload a new version of your spreadsheet and click on the synchronize button.

Your dedicated Tangelo consultant can work with your finance team, HR department, or any other collaborators to help them optimize existing spreadsheets for synchronization.

Build dynamic charts. Create a wide variety of charts in Tangelo based on tables of data, which can be linked and synced to your data sources. Charts in PDFs will appear as vector images, while the same graphics on websites will appear as dynamic, interactive web charts.


Manage the Process

Track your progress. As you’re creating your report, you will track your progress by giving each section a status (i.e., ‘In progress,’ ‘Ready,’ ‘Reviewed,’ or ‘Approved’).

Keep things orderly with version control and more. You can freeze drafts, track changes, and even create internal PDFs that visually display tracked changes, tasks, data sources, and more.


Publish Across Formats

Publish print-ready and downloadable PDFs. Create multiple types of PDFs once the final draft is approved. From high-resolution print-ready PDFs, to lightweight PDF files for your website, to eco-friendly PDFs with less colors and images, you can produce all with a few clicks.

Launch the website version of your report. Publish the website version of your report. A finalized copy of the document will be copied from your secure private environment to a public server, where it’s made available under the required URL on your domain.


Create Next Year’s Report Even Faster

Roll your report forward over the years. Producing your second report in Tangelo is even easier. You can simply duplicate your previous report and synchronize your new data sources to update all the linked figures.