Create Shared Spaces using a template

Note: This article is about the Shared Spaces template feature, which is still in development. Changes may occur. Please provide feedback directly in the beta app.

A Shared Space functions like a virtual conference room designed for collaboration among multiple stakeholders while maintaining a comprehensive activity history.

This article shows you how to create a Shared Space using a template. Templates are created by your admin and are meant to streamline your workflow and maintain consistency. When your admin creates a template, they can choose the branding, pre-fill it with content, and provide a name and welcome text.

See how it looks

Key features

• Create Shared Spaces quickly with templates created by your admin
• Templates automatically provide branding, content, name, and a welcome text
• Edit the template to tailor it to your buyer as needed

You need this to succeed 

• Your admin needs to enable the beta Admin App
• Feature availability depends on your subscription package
• Shared Space templates created by your admin
• Showpad’s Web App

The quick way

1. Go to the Shares tab and click Shared Spaces
2. Click New Shared Space
3. Choose a template from the menu
4. Preview any template before you click Next
5. Edit template elements as needed

Do this step by step

1. In the Web App, click the Shares tab and select Shared Spaces.

2. Select a template from the available list. You can click Preview to view any template before selecting it.

3. After selecting your template, follow the same steps as when you start with a new Shared Space.
   See how you can further update your Shared Space, based on the template you selected.

    

4.