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Create personal Collections with selected content

Updated

What's in it for you

A Collection is a personalized presentation you create by mixing and matching marketing-approved content, 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 content
  • Build collections for any possible sales conversation

You need this to succeed

  • Content in your Channels
  • One of the following platforms
iPad iPhone Android Web App Windows

iPad
There are 2 ways to create a Collection:
  • From the Content screen
  • When viewing a file
Creating a Collection from the Content screen
  1. Tap the Content button in the bottom menu.
  2. Tap View All in the Collections band.
    Movie_Recording_and_Create_personal_Collections_with_selected_content.png
  3. Tap New.
    Movie_Recording.png
  4. Enter the name of your Collection.
  5. Tap Create.
    Movie_Recording.png


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.

  1. Open the file you would like to add to a new Collection.
  2. Tap the Add to Collections button.
    Movie_Recording.png
  3. Tap Entire Document. If you only want to add one or multiple pages to a new Collection, tap Select Pages.
    Movie_Recording_and_Create_personal_Collections_with_selected_content.png
  4. Tap New.
  5. Enter the name of your Collection.
  6. Tap Create.
    Movie_Recording_and_Create_personal_Collections_with_selected_content.png

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iPhone
You can create a Collection in 2 ways:
  • From the Content screen
  • When viewing a file

Creating a Collection from the Content screen

  1. Tap the Content button in the bottom menu.
  2. Tap View All in the Collections window.
    Movie_Recording.png
  3. Tap New.
  4. Enter the name of your Collection.
  5. Tap Create.
    Movie_Recording.png


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.

  1. Open the file you would like to add to a new Collection.
  2. Tap the Add to Collections button.
    Movie_Recording.png
  3. Tap Entire Document. If you only want to add one or multiple pages to a new Collection, tap Select Pages. 
  4. Tap New.
  5. Enter the name of your Collection.
  6. Tap Create.
    Movie_Recording.png

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Android
You can create a Collection in 2 ways:
  • From the Content screen
  • When viewing a file

Creating a Collection from the Content screen

  1. Tap the Content button in the side menu.
  2. Tap View All in the Collections band.
    Android_6_0__Running_.png
  3. Tap the New button.
  4. Enter the name of your Collection.
  5. Tap OK.
    Android_6_0__Running_.png

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.

  1. Open the file you would like to add to a new Collection.
  2. Tap the Add to Collections button.
    Android_6_0__Running_.png
  3. Tap Entire Document. If you only want to add one or multiple pages to a new Collection, tap Select Pages.
    Android_6_0__Running_.png
  4. Tap Create new.
  5. Enter the name of your Collection.
  6. Tap OK.
    Android_6_0__Running_.png

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Web App
You can create a Collection in 2 ways:
  • From the Content screen
  • When viewing a file

A. Creating a Collection from the Content screen

  1. Click the Content tab in the top menu.
  2. Click Create New.
    Showpad_Web.png
  3. Enter the name of your Collection.
  4. Click Create.

B. 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.

  1. Open the file you would like to add to a new Collection.
  2. Click the Add to Collections icon.
    Screen_Shot_2017-06-07_at_15_06_48.png
  3. Add the Entire Document to the Collection. If you only want to add selected pages, click Select pages.
    Screen_Shot_2017-06-07_at_15_08_43.png
  4. Select the pages you want to add to your collection and click Add.
    Showpad_Web.png
  5. Select an existing Collection or click Create a New Collection.
    Showpad_Web.png

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Windows
  1. Open the file you would like to add to a new Collection.
  2. Swipe down from the top to reveal the Showpad menu.
  3. Tap the Add to Collection button below.
  4. Tap Entire Document. If you only want to add one or multiple pages to a new Collection, tap Select Pages.
    Windows_10__Running_.png
  5. Tap Create New.
  6. Enter the name of your Collection.

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