Create personal Collections with selected content Updated December 04, 2023 09:54 A Collection is a personalized presentation you create by mixing and matching marketing-approved content and your own uploaded assets, including documents, document pages, slides, videos and HTML5 files. With a Collection you have all the relevant content in one place, resulting in easy navigation and a coherent sales conversation. You can create as many Collections as you want to prepare for every possible sales conversation. Key features Create personalized presentations Mix various marketing provided content and personal uploads Build collections for any possible sales conversation Choose your success platform iOS Android Windows Desktop Web App See how it works on iOS See how it's done on iOS There are 2 ways to create a Collection: From the My Content tab When viewing a file Creating a Collection from the My Content tab Open the Content tab and select Collections. Tap the + icon to create a new Collection. Enter the name of your Collection and tap Create. You can add content to the newly created Collection by tapping the + icon. There are a few options for adding content: Add Content allows you to browse assets from Experiences, Collections, and My Files or search for assets to add marketing uploaded Showpad content. Upload File allows you to add assets from your personal device. Add Photo or Video prompts you to select previously-stored content from your device to upload Take Photo or Video allows you to record using your device's camera and upload it directly to your Collection. Creating a Collection when viewing a file When you’re viewing a file, and you would like to create a new Collection to add it to, proceed as follows. Note that if you create a new Collection this way, the file you’re viewing or the page(s) you’ve selected will automatically be added to your new Collection. Open the file you would like to add to a new Collection. Tap the Add to Collections button. In situations where the asset is composed of multiple pages, you can tap Entire Document or Select Pages to choose one or more specific pages of that asset to add to the Collection. Tap on a Collection to which you wish to add the pages. Alternatively, click the + icon to create a new Collection. For a new Collection, enter its name, then tap Create. See how it works on Android See how it's done on Android You can create a Collection in 2 ways: From the My Content screen When viewing a file Creating a Collection from the My Content screen Tap the My Content button in the bottom menu. Tap the '+' button. Enter the name of your Collection and tap OK. You can add content within the newly created Experience by clicking the add icon. There are a few options for adding content: Upload from hard drive allows you to add assets from your personal device. Select content allows you to browse Classic Experiences or search for assets across all Experience types to add marketing uploaded Showpad content. Take a Picture or Video allows you to record using your device's camera and upload it directly to your Collection. Browse Experiences or other Collections to choose the assets you want to add. Select the items you want to add to the Collection, then click Insert. Creating a Collection when viewing a file When you’re viewing a file and you would like to create a new Collection to add it to, proceed as follows. Note that if you create a new Collection this way, the file you’re viewing or the page(s) you’ve selected will automatically be added to your new Collection. Open the file you would like to add to a new Collection. Tap the Add to Collections button. Tap Entire Document. If you only want to add one or multiple pages to a new Collection, tap Select Pages. Tap Create new. Enter the name of your Collection. Tap OK. See how it works on the Windows Desktop App See how it's done on the Windows Desktop app You can create a Collection in 2 ways: In the Content tab When viewing a file Creating a Collection from the Content tab Click the Content tab in the top menu. Under Collections, click New Collection. Enter the name of your Collection. Click Create. Select Add to start adding files in your Collection. There are a few options for adding content: Select content allows you to browse Classic Experiences or search for assets across all Experience types to add marketing uploaded Showpad content. Add URL allows you to create and add a URL asset linking to a website. Upload from hard drive allows you to add assets from your personal drive. Import from Google Drive allows you to add assets from your Google Drive. When selecting Showpad content, you can search by typing in the search field and by browsing the available assets in the channels. Select the content you would like to add to your Collection. Use the breadcrumbs to navigate in your channels. Click the insert button to add to your collection. Click the Insert button. Now that you have created your Collection, you can easily share it via email or by generating a link. Clicking the three dots shows the menu to Duplicate, Rename, and Delete your opened Collection. Creating a Collection when viewing a file When you’re viewing a file and you would like to add it to a Collection, you have the option to add the entire document or to add selected pages. Note that if you create a new Collection this way, the file you’re viewing or the page(s) you’ve selected will automatically be added to your new Collection. Open the file you would like to add to a new Collection. Click the Add to Collections icon. Add the Entire Document to the Collection. If you only want to add selected pages, click Select pages. Select the pages you want to add to your collection and click Add. To add the asset to one or more existing Collections, check the box to select each Collection. Click Add. Alternatively, to start a new collection with this asset, click Create a New Collection. See how it works on the Web App See how it's done on the Web App You can create a Collection in 2 ways: In the Content tab When viewing a file Creating a Collection from the Content tab Click the Content tab in the top menu. Click Collections. If you haven't created any collections yet, select Add Collection. Otherwise, click New Collection. Enter the name of your Collection. Click Create. Select Add to start adding files in your Collection. There are a few options for adding content: Select content allows you to browse Classic Experiences or search for assets across all Experience types to add marketing uploaded Showpad content. Add URL allows you to create and add a URL asset linking to a website. Upload from hard drive allows you to add assets from your personal drive. Import from Google Drive allows you to add assets from your Google Drive. When selecting Showpad content, you can search by typing in the search field and by browsing the available assets in the channels. Select the content you would like to add to your Collection. Use the breadcrumbs to navigate in your channels. Click the insert button to add to your collection. Now that you have created your Collection, you can easily share it via email or by generating a link. Clicking the three dots shows the menu to Duplicate, Rename, Download, and Delete your opened Collection. Creating a Collection when viewing a file When you’re viewing a file and you would like to add it to a Collection, you have the option to add the entire document or to add selected pages. Note that if you create a new Collection this way, the file you’re viewing or the page(s) you’ve selected will automatically be added to your new Collection. Open the file you would like to add to a new Collection. Click the Add to Collections icon. Add the Entire Document to the Collection. If you only want to add selected pages, click Select pages. Select the pages you want to add to your collection and click Add. To add the asset to one or more existing Collections, check the box to select each Collection. Click Add. Alternatively, to start a new collection with this asset, click Create a New Collection. Related articles Install and connect Showpad for Outlook Creating and duplicating Shared Spaces Download and install the Showpad application Adding annotations to a document Download content on your device