Add, manage, and share personal content in My Files

See how it works on Android

See how it's done on Android

In the My Files tab 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 add your personalized files 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 other content.

Your administrator can 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 and select the My Files tab.
2. To add content, tap the + icon on the bottom right. Select Upload File, New Folder, Take Picture, or Record Video. If you choose to add a photo or video, Showpad will access the camera on your device.
   
3. Upload File will open a screen where you can select the source of your content. Browse and select your assets from the Recent tab or Google Drive. 
   
4. When your file uploads to Showpad, it will be first processed to ensure a great user experience when presenting and sharing your content. Once processing is finished, you can open the file.
5. To rename an asset, tap the three-dot menu next to it and select Rename. Update the name as desired, then tap Rename. If the asset was shared via link or email, the name will be changed there as well.

Structure your content

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 multiple folders to organize your personal content.

1. To create a folder, tap the + icon 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. Following 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. To sort your files differently, tap the three dots menu on the top right, choose Sort, then select which value you’d like to sort by: Name, Date Added, or Filetype.
8. You can also sort the content in ascending or descending order by tapping your chosen sorting type in the right corner.

Share your My Files content

Sharing your personal content works like sharing content that your marketing team provides. There are two easy ways to share your content from the My Files screen.

1. Tap the three dots menu to the bottom right of the file name and tap Share. Choose 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.
2. If you choose Get a Link, rename the link if you desire. Choose if recipients can download the file by toggling Allow Downloads.
   To set an expiration date for the link, toggle Link Expires After and either tap 1 week to select a time frame or tap the date to select a date from the calendar.
3. Tap Copy Link to save it to your clipboard and paste it where you want to share content.
4. Alternatively, tap Share and select an app you use for sharing, such as WeChat or WhatsApp. The insights from this share will show that someone opened the link and when but not which app was used.
5. If you select to share content via email, add a recipient, subject, and message. If you want 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 enabling or disabling the Allow Downloads toggle. Tap send when ready.

Note: It's not possible to share a folder. We recommend that you create a Collection and share groups of content that way. Read more about Collections sharing in this article.

See how it works on the Windows Desktop app

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 Experiences.

Your administrator can 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 and select My Files.
   
2. To upload content, drag and drop your files in the upload area. Additionally, you choose one of the following options:
   • Upload from hard drive - Select content from your device to upload to your My Files.
   • Import from Google Drive - Select content from your Google Drive to add your My Files.
   • Add content from Automated Content Builder - This will allow you to generate documents from published templates and add them to your My Files.
     

     Tip: See the Supported file types article to verify the types and recommended content sizes you can add to your My Files.

3. When adding content via:
   • Drag and drop, Upload from hard drive, and Import from Google Drive options - Your uploaded file is processed to ensure a great user experience when presenting and sharing your content. While the upload is still processing, you can cancel anytime by clicking Cancel. This will remove the file from your upload pop-up.
     Once processing is finished, you can click Show to go back to My Files.
     
   • Add content from Automated Content Builder option - Select the template you want to generate a document for by clicking Create document.
     Provide the necessary information, then click the Create document button.
     Once the document has been generated, you can proceed to the next step by clicking the Add document button, or you can generate another document from the selected template by clicking the Create another document button.
     
     

     Tip: You can click on the Templates breadcrumb to return to the list of templates and select another template to generate a document from.

     
     Select the generated documents you wish to add by checking the box, then click the Confirm button.
4. Alternatively, you can add a URL to your My Files. Click Add and select Add URL.
5. Add a name for the URL, then the URL address, and click Add.
6. 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 structuring your content to ensure you easily find the 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 a folder is deleted, its content is also removed 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 works on the Web app

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 Experiences.

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

Your administrator can 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 and select My Files.
   
2. To upload content, drag and drop your files in the upload area. Additionally, you choose one of the following options:
   • Upload from hard drive - Select content from your device to upload to your My Files.
   • Import from Google Drive - Select content from your Google Drive to add your My Files.
   • Add content from Automated Content Builder - This will allow you to generate documents from published templates and add them to your My Files.
     

     Tip: See the Supported file types article to verify the types and recommended content sizes you can add to your My Files.

3. When adding content via:
   • Drag and drop, Upload from hard drive, and Import from Google Drive options - Your uploaded file is processed to ensure a great user experience when presenting and sharing your content. While the upload is still processing, you can cancel anytime by clicking Cancel. This will remove the file from your upload pop-up.
     Once processing is finished, you can click Show to go back to My Files.
     
   • Add content from Automated Content Builder option - Select the template you want to generate a document for by clicking Create document.
     Provide the necessary information, then click the Create document button.
     Once the document has been generated, you can proceed to the next step by clicking the Add document button, or you can generate another document from the selected template by clicking the Create another document button.
     
     

     Tip: You can click on the Templates breadcrumb to return to the list of templates and select another template to generate a document from.

     
     Select the generated documents you wish to add by checking the box, then click the Confirm button.
4. Alternatively, you can add a URL to your My Files. Click Add and select Add URL.
5. Add a name for the URL, then the URL address.
6. 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 structuring your content to ensure you easily find the 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 Folder.
   
3. You can select and then drag and drop your files and folders to another folder, allowing you to rearrange the content.
4. You can also arrange your files and folders by dragging and dropping files and folders to 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, click the View button.
   
8. To delete uploaded content or folders, select one or more items and click Delete.
   
   

   Note: When a folder is deleted, its content is also removed 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 creating a Collection and sharing it that way.

1. Hover over the file and select to share. You can 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 choose to allow or deny downloading of your personal or confidential files by checking or unchecking Allow Content Download. This way, your recipients see the file's content, 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.