Find content in your Library

One of the key foundations of Showpad is the ability to share content with customers and prospects and track how they engage with those files via the Shares feature.

After uploading your assets, you make the content available for users in the Experiences you created. Your sales reps can only share and access content if they can access those Experiences.

Users also rely on finding content quickly using the search option. We included information on how you can prepare your content so it can be easily found by our search engine.

See how it looks

Giving your content a clear name is one way to ensure your users can find and share content with customers and prospects.

Key features

• Name or rename your assets so they are easily found by your users
• Search for existing assets in your Content Library and add them to Experiences

You need this to succeed

• Assets in your content library, available for your users in their Experiences
• Your users need the Web App, Showpad mobile apps, or plugins to share the content

The quick way to awesomeness

1. Add or search for existing content
2. Name or rename existing assets so they can be found easily by your users
3. Add the content to an Experience
4. Let users find or search for content to share with buyers

Do this step by step

1. Update your asset's details so they can be quickly found by your users. Consider these factors when setting asset information: 
   • Name: Give the asset a clear name. A document named "untitled123_sd_final.pdf" makes it less easy to find.
   • Tags: Be aware that tags you add to assets don't influence search results for your users. Tags allow them to filter the results on a specific topic. A good tag structure makes it easier for users to find content.
   • Description: The asset description is searchable. It's recommended to add information in the asset description.
   • Upper and lowercase: Capital letters don't influence the search results.
   • Spaces: Spaces and underscores are treated as regular characters.
   • Courses: If you also use Showpad Coach to train your users, lessons and PitchIQs will be found based on the title of the associated Course.
2. You can look for specific assets using the search function on the Online Platform. Matching search terms will be highlighted in the asset title and description. To narrow your search, use the basic filters or click Advanced to precisely target assets in your Content Library. Find out how to create advanced filters.
   Click the Column headers to sort by any of the properties in ascending or descending order. A third click on the column header will go back to showing the search result first. 

   Note: When using the search function in the Online Platform, the search engine splits the search terms into text and numbers. For example, if you search for "4th" this will show content with a "4" and content with "4th."

3. When you select an asset, you can edit the sharing properties in the asset details pane.
4. Make the asset available in the Experience(s).