Add, manage, and share personal content in My Files

See how it's done on Android

In the My Files channel in the Android app, you can find a dedicated place to use your personalized content at every step of the sales cycle. Here you can create your personal collections and upload your own content to easily share with customers and prospects. When you share these personal files, you can track all activity in the Share window, just like the other content in your channels.

Your administrator is able to see what personal content is being used and shared. 

In My Files, you can

• Upload content
• Create folders
• Rename assets and folders
• Add content to collections
• Share content
• Switch between list and grid view

Upload personal content to My Files

1. Tap the My Content tab in the bottom menu.
2. Select the My Files tab.
3. To add content, tap the add button on the bottom right. Select Upload File, Take Picture, or Record Video. If you choose to add a photo or video, Showpad will access the camera on your device.
   
4. Upload File will open a screen where you can select the source of your content. Select Recent, or the drive you’d like to browse for content. 
   
5. Select the files you want to upload. You will see your files being uploaded and optimized.
6. To rename an asset, click the three-dot menu and select Rename. Update the name as desired, then click Rename. If the asset was shared via link or email, the name will be changed there as well.

Structure your content

1. To create a folder, tap '+' and select New Folder.
2. Enter a folder name, then tap Add.
3. Rearrange your content by moving files into various folders. Tap the 3 dots to the right of the file name, and select Move. Choose the folder you want the file to be in, then select Move. Using this same process you can move one folder into another.
4. To rename a folder, tap the three dots and select Rename. Type in the new name, and select Rename.
5. To switch between list and grid view, tap the three dots at the top right. Select View as List or View as Grid.
6. If you need to delete uploaded content or folders, tap the three dots on the item you’d like to delete, and select Delete.
7. You can sort content by the date it was added in ascending or descending order by tapping Date Added in the right corner. If you’d like to sort by Name or Filetype, tap the three dots on the top right, choose Sort, then select which value you’d like to sort by.
8. To search for a specific piece of content, tap the search icon and type in a keyword.

Note: This search functionality will pull results from all of your Showpad content, not just your My Files channel. 

Share your My Files content

Sharing your personal content works the same way as sharing content available in the channels your marketing team provided. There are two easy ways to share your content from the My Files screen.

1. Tap the three dots to the right of the content name. Click Share.
2. Select to share via Email or Get a Link. If the asset has multiple pages, you can select to share the Entire Document or Select Pages.
3. When sharing content by generating a link, you will have the option to name the link, which is what will be used to notify you when someone views it. You can also select whether or not the link can be downloaded.
4. Click Copy Link, and then paste where you'd like to share.
5. If you select to share content via email, add a recipient, subject, and message. If you’d like to add more content tap the add button and select Content.
   
6. Choose to allow or deny downloading of your personal or confidential files by toggling the Allow Downloads setting.
7. Tap send.
   

Note: It's not possible to share a folder. We recommend that you create a Collection and share groups of content that way.

See how it's done on the Windows Desktop app

In the Content tab of the Windows Desktop app, you can find a dedicated place to use your personalized content at every step of the sales cycle. Here you can create your personal collections and upload your own content you can easily share with customers and prospects. You can find and upload your personal files in the Content tab by selecting My Files. When you share these personal files, you can track all activity in the Share window, just like the other content in your channels.

Your administrator is able to see what personal content is being used and shared. 

In My Files, you can

• Drag and drop your content
• Bulk upload a selection of files
• Rename the folders
• Switch between list and grid view
• See content information

Upload personal content in My Files

1. Open the Content tab in the Windows Desktop app. Select My Files.
   
2. To upload content, drag and drop your files in the upload area. Additionally, you can click Add and select Upload from hard drive or Import from Google Drive.
   
3. Your file uploads to Showpad and will be processed to ensure a great user experience when presenting and sharing your content. Once processing is finished, you can click Show to go back to My Files.
   
4. To rename an asset, hover over the thumbnail, and click the three-dot menu. Under File Options, select Rename. Update the name as desired, then click Rename. If the asset was shared via link or email, the name will be changed there as well.

Structure and manage your content in My Files

We recommend you to structure your content to make sure you easily find that particular file you need during your sales conversation. You can add folders to organize your personal content.

1. Click Add and select Create Folder.
   
2. Give the folder a name and click Create.
   
3. You can select, drag and drop your files and folders into another folder. This helps you to rearrange the content the way you want.
4. You can also rearrange your files and folders by dragging and dropping files and folders at the left side of the My Files structure.
   
5. To rename a folder, hover above the item and click the three-dot menu. Under File Options, select Rename.
   
6. Give your folder a new name and click Rename.
   
7. To switch between List and Grid view, press the View button.
   
8. To delete uploaded content or folders, select one or more items and click Delete.
   
   

   Note: When deleting a folder, the content in that folder will be removed as well and cannot be recovered.

9. To delete a single file or folder, hover above the item and click the three-dot menu. Under Other, select Delete.
   

Share your personal My Files content

Sharing your personal content works the same way as sharing content available in the channels your marketing team provided. There are three easy ways to share your content from the My Files screen. 

Note: It's not possible to select a folder and share all the content from that folder. We recommend you to create a Collection and share it that way.

1. Hover above the file and click the three dot menu. Select to share via Email or Get a Link.
   
2. Select single or multiple items and create an email, generate a link or add to a Shared Space.
   
3. When sharing content, you can also allow or deny downloading of your personal or confidential files. Simply check or uncheck Allow downloads. This way, your recipients see the content of the file, but they can't download a copy of the original file.
   
4. Recipients won't have the option to download the original copy of your personal document. They will only see the zoom out, zoom in, and view in full-screen buttons.
   

See how it's done on the Web app

In the Content tab of the Web app, you can find a dedicated place to use your personalized content at every step of the sales cycle. Here you can create your personal collections and upload your own content you can easily share with customers and prospects. You can find and upload your personal files in the Content screen by selecting My Files. When you share these personal files, you can track all activity in the Share window, just like the other content in your channels.

A great use case for your My Files is to download an existing Powerpoint presentation that your marketing team provided. You then make the presentation more personal by adding the meeting attendees in a slide. After presenting, this customized presentation can be easily uploaded and shared via My Files.

Your administrator is able to see what personal content is being used and shared. 

In My Files, you can

• Drag and drop your content
• Bulk upload a selection of files
• Rename the folders
• Switch between list and grid view
• See content information

Upload personal content in My Files

1. Open the Content tab in the Web app.
2. Select My Files.
   
3. To upload content, drag and drop your files in the upload area. Additionally, you can click Add and select File.
   
4. Your file uploads to Showpad and will be processed to ensure a great user experience when presenting and sharing your content.
   
5. Once processing is finished, you can click Show to go back to My Files.
   
6. Alternatively, you can add a URL to your My Files. Click add and select URL.
7. Add a name for the URL, then the URL address.
8. To rename an asset, hover over the thumbnail then click the three-dot menu. Under File Options, select Rename. Update the name as desired, then click Rename.
   If the asset was shared via link or email, the name will be changed there as well.

Structure and manage your content in My Files

We recommend you to structure your content to make sure you easily find that particular file you need during your sales conversation. You can add folders to organize your personal content.

1. Click Add and select Folder.
   
2. Give the folder a name and click Create.
   
3. You can select, drag and drop your files and folders to another folder. This helps you to rearrange the content the way you want. 
4. You can also rearrange your files and folders by dragging and dropping files and folders at the left side of the My Files structure.
   
5. To rename a folder, click the three dot menu and under File Options, select Rename.
   
6. Give your folder a new name and click Rename.
   
7. To switch between List and Grid view, press the View button.
   
8. To delete uploaded content or folders, select one or more items and click Delete.
   
   

   Note: When deleting a folder, the content in that folder will be removed as well and cannot be recovered.

9. To delete a single file or folder, click the three dot menu and under Other, select Delete. 
   

Share your personal My Files content

Sharing your personal content works the same way as sharing content available in the channels your marketing team provided. There are three easy ways to share your content from the My Files screen.

Note: It's not possible to select a folder and share all the content from that folder. We recommend you to create a Collection and share it that way.

1. Hover above the file and select to share. Choose to share via Email or Get a link. You can also share internally with colleagues. 
   
2. You can also select single or multiple items and create an email, generate a link, or add to a Shared Space or Collection.
   
3. When sharing content, you can also allow or deny downloading of your personal or confidential files. Simply check or uncheck Allow downloads. This way, your recipients see the content of the file, but they can't download a copy of the original file.
   
4. Recipients won't have the option to download the original copy of your personal document. They will only see the zoom out, zoom in, and view in full-screen buttons.