Step-by-Step Guide to Creating Your Digital Card: From Dashboard Navigation to Finalization

10 mins read · Updated 01 Oct, 2025

STEP 1: Click on "Digital Cards"

  • Navigate to the sidebar menu on the left.
  • Locate and click on the Digital Cards option.
  • This will direct you to the Digital Cards dashboard.
  • Ensure you see the analytics and options available for managing your digital cards.
  • Proceed to the next step by clicking on New Digital Card.

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STEP 2: Click on "New Digital Card"

  • Navigate to the "Digital Cards" section.
  • Click on the "New Digital Card" button located at the top right corner.
  • This action will initiate the process of creating a new digital card.
  • Ensure all required fields marked with an asterisk (*) are filled in the next step.

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STEP 3: Enter URL Alias

  • Click on the "URL Alias" field highlighted in red.
  • Input a unique URL alias for your digital card (required).
  • Ensure the alias is descriptive and relevant to your card.
  • Proceed to the next step by entering the "Digital Card Name."

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STEP 4: Enter "Digital Card Name"

  • Click on the "Digital Card Name" field (marked with a red border).
  • Enter the name for your digital card (this field is mandatory, indicated by the asterisk).
  • Ensure the name is descriptive and relevant to your card's purpose.
  • Proceed to the next step by entering your "Occupation."

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STEP 5: Enter "Occupation"

  • Click on the "Occupation" field highlighted in red.
  • Enter your occupation in the provided text box.
  • Ensure to fill in any required fields marked with an asterisk (*).
  • Review your input for accuracy before proceeding to the next step.

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STEP 6: Click "Description" to Enter Details

  • Click on the "Description" field to begin entering your VCard details.
  • Ensure to provide a comprehensive description of your VCard.
  • Use formatting options available (bold, italics, etc.) as needed.
  • This field is mandatory; make sure to fill it out before proceeding.

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STEP 7: Select "Cover Type"

  • Click on the "Cover Type" dropdown menu.
  • Choose from the available options:
    • Image
    • Video
    • YouTube Link
  • Ensure to select the appropriate type for your digital card cover.
  • Proceed to the next step to upload your "Profile Image".

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STEP 8: Upload Profile Image

  • Click on the "Profile Image" area highlighted in red.
  • A file dialog will open for you to select an image.
  • Ensure the image format is either PNG, JPG, or JPEG.
  • After selecting, the image will be displayed in the designated area.
  • Proceed to the next step to upload the "Cover Image."

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STEP 9: Upload Cover Image

  • Click on the Cover Image area highlighted in red.
  • Ensure the image meets the allowed file types: png, jpg, jpeg.
  • Review other required fields above, such as Digital Card Name and Description.
  • After uploading, proceed to the next step by clicking on the "Save & Next" button.

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STEP 10: Click "Save & Next" to Complete Your VCard Setup

  • Ensure all required fields are filled:
    • URL Alias (*)
    • Digital Card Name (*)
    • Description
    • Occupation
    • Cover Type
    • Cover Image (*)
    • Profile Image (*)
    • Favicon Image (*)
  • Click the "Save & Next" button to proceed.

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