Share assets from the Shares screen

See how it's done on iOS

1. Tap the Share button in the bottom menu.
2. Tap Compose.
3. Click the settings gear, then toggle the settings for Allow Downloads and Send a Copy to Myself. When Allow Downloads is toggled on, recipients can download a copy of the shared content. When Send a Copy to Myself is toggled on, you will receive a copy of the share in your inbox.
4. You can add assets via the search bar.
5. Alternatively, you can add assets by tapping the Add button, navigating through your content structure, and selecting the assets. The most recently added assets are shown first. Tap Add.
6. The assets will be inserted into your email body as hyperlinks. If you want to move their position in your email, simply highlight them, then cut and paste. 
7. Enter the message that will be displayed in the body of the email your customer or prospect receives. You can set a default email body for sharing via Showpad.
8. If you want to style and format your text with rich text options, touch and hold the text you want to change. You can then tap the Format option and select to bold, italicize, or underline the highlighted text. When you're done, tap Send.

Note: Your email signature can be created in the Web app or Windows Desktop app within your sales profile, or in the iOS app Account settings. Read more about creating an email signature here.

See how it's done on Android

1. Tap the Shares page in the bottom menu.
2. Tap the Compose button in the bottom right-hand corner.
   
3. Fill in the required fields. Select if recipients can download assets by using the Allow Downloads toggle. If enabled, choose to log the share to your CRM, such as Salesforce in this example.
   
4. Tap Theme to choose a Sharing Theme. Sharing Themes allow you to customize the way shared content looks on the customer's side. Your administrator decides how many Sharing Themes are available for you. 
5. To add assets via search, start typing the name of an asset in the Content field. Select the content you'd like to include from the drop-down menu.
   
6. Alternatively, you can add assets by tapping the Add button, browsing or searching through your content structure. Tap the assets to select them, then tap Insert when you're done. To preview any assets before selecting them, tap the view icon.
   
7. The asset links will always be added to the bottom of the email body, above the email signature. If necessary, you can:
   • Reorganize your assets by copy and pasting the links elsewhere in the email body.
   • Remove an asset by deleting the link from the email body.
8. Enter the message that will be displayed in the body of the email your customer or prospect receives. You can set a default email body for sharing via Showpad. Tap Send.
   

Note: In situations where you would like to use your custom email signature or have access to basic HTML formatting in your message body, we recommend checking out our Gmail plugin or Outlook add-in for alternative ways to use Showpad to share content.

See how it's done on the Windows Desktop app

1. Hover over the Shares tab in the top menu. Click Emails & Links.
2. Click Compose and select Email or Link, depending on what you want to generate.
3. Add assets by clicking Add Content and navigating through your content structure. Select the assets you want to include, then click Insert Item(s). You can also search for assets via the search bar. 
4. The assets will be added to your email as hyperlinks. You can cut and paste them if you'd like to move them to a different section of your email.
5. Enter the message that will display in the body of the email your customer or prospect receives. You can set a default email body for sharing via Showpad.
6. Use the rich text editor to edit your text style and formatting. Choose to add a link or image, change your font size and style, or format the email body. When you're done, click Send. 

Note: Your email signature can be created in the Web app or Windows Desktop app in your sales profile, or in the iOS app Account settings. Read more about creating an email signature here.