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Managing your Collections

Created - Updated

What's in it for you

To stay at the top of your game, you will need to modify and update the collections you created. Having your customized and up-to-date collections at your fingertips will make it easier to share your favorite content with customers or prospects. 

Key features

  • Reorganize content in your collections in the order you like
  • Duplicate, rename, delete collections

You need this to succeed

  • A collection
  • Your favorite device
iPad iPhone Android Web App Windows

 
iPad
You can see your latest collections by tapping the Content button. View All will list all your collections.

Movie_Recording.png
 
Reorder Content in a Collection
  1. Press and hold the document you want to reorder
  2. Drag and release to the position of your choice
    Movie_Recording.png
 
Remove Content from a Collection
  1. Open the Collection you want to change
  2. Open the content you want to remove
  3. Select Remove from Collection
    Movie_Recording.png
Duplicating a Collection
  1. Open the Collection you want to duplicate
  2. Tap the 3 dots
  3. Tap Duplicate Collection
    Movie_Recording.png
  4. Enter the name of the duplicated Collection
    Movie_Recording.png
  5. Tap Duplicate

Renaming a Collection

  1. Open the Collection you want to rename
  2. Tap the button in the shape of 3 dots
  3. Tap Rename Collection
    Movie_Recording.png
  4. Enter the new name for the Collection
    Movie_Recording.png
  5. Tap Rename

Deleting a Collection

  1. Open the Collection you want to delete
  2. Tap the button in the shape of 3 dots
  3. Tap Delete Collection
    Movie_Recording.png
  4. Tap Delete to confirm

 Deleting 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.png
  3. Tap Edit
  4. Tap the Delete button next to the Collection you want to delete
    Movie_Recording.png
  5. Tap the Delete button
    Movie_Recording.png
  6. Tap Delete to confirm

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iPhone

Duplicating a Collection

 

  1. Open the Collection you want to duplicate.
  2. Tap the button in the shape of 3 dots.
  3. Tap Duplicate Collection.
  4. Enter the name of the duplicated Collection.
  5. Tap Duplicate.

 Renaming a Collection
  1. Open the Collection you want to rename.
  2. Tap the button in the shape of 3 dots.
  3. Tap Rename Collection.
  4. Enter the new name for the Collection.
  5. Tap Rename.

 Deleting a Collection from the Content screen
  1. Tap the Content button in the bottom menu.
  2. Tap View All in the Collections band.
  3. Tap Edit.
  4. Tap the Delete button next to the Collection you want to delete.
  5. Tap the Delete button.
  6. Tap Delete to confirm.

 Deleting a Collection when viewing it

 

  1. Open the Collection you want to delete.
  2. Tap the button in the shape of 3 dots.
  3. Tap Delete Collection.
  4. Tap Delete to confirm.

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Android

Duplicating a Collection

  1. Open the Collection you want to duplicate.
  2. Tap the button in the shape of 3 dots.
  3. Tap Duplicate.
  4. Enter the name of the duplicated Collection.
  5. Tap OK.

 Renaming a Collection

  1. Open the Collection you want to rename.
  2. Tap the button in the shape of 3 dots.
  3. Tap Rename.
  4. Enter the new name for the Collection.
  5. Tap OK.

 Deleting a Collection from the Content screen

  1. Tap the Content button in the side menu.
  2. Tap View All in the Collections band.
  3. Tap the button in the shape of 3 dots.
  4. Tap Select.
  5. Tap the Collection you want to delete. If needed, tap additional Collections you want to delete.
  6. Tap the Delete button and confirm when prompted.

 Deleting a Collection when viewing it

  1. Open the Collection you want to delete.
  2. Tap the button in the shape of 3 dots.
  3. Tap Delete and confirm when prompted.

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Web App

Open the Content tab in the Web app to see your Collections.
Showpad_Web.png
Reorder Content in a Collection

  1. Press and hold the mouse button on the document you want to reorder
    Screen_Shot_2017-03-15_at_15_07_20__2_.png
  2. Drag and release the mouse button on the position of your choice

Renaming a Collection

  1. Open the Collection you want to rename
  2. Click the Settings button 
  3. Click Rename Collection
    Showpad_Web.png
  4. Enter the new name for the Collection
  5. Click Rename

Deleting a Collection

  1. Open the Collection you want to delete
  2. Click the Settings button 
  3. Click Delete Collection
    Showpad_Web.png
  4. Confirm and click Remove

Deleting a Collection from the Content screen

  1. Move the mouse pointer over the Collection you want to delete
    Screen_Shot_2017-03-15_at_14_50_21.png
  2. Click the Delete button and confirm

Deleting content from a Collection

  1. Open the Collection you want to change
  2. Hover your mouse over the content you want to remove
  3. Click Delete
    Screen_Shot_2017-03-15_at_14_55_34.png
  4. Confirm when prompted
    Screen_Shot_2017-03-15_at_14_58_46.png

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Windows

Duplicating a Collection

  1. Open the Collection you want to duplicate.
  2. Swipe down from the top to reveal the Showpad menu.
  3. Tap the More button.
  4. Tap Duplicate Collection.
  5. Enter the name of the duplicated Collection.
  6. Tap the Duplicate button.
     

Renaming a Collection

  1. Open the Collection you want to rename.
  2. Swipe down from the top to reveal the Showpad menu.
  3. Tap the More button.
  4. Tap Rename Collection.
  5. Enter the new name for the Collection.
  6. Tap the Rename button.

Deleting a Collection

  1. Open the Collection you want to delete.
  2. Swipe down from the top to reveal the Showpad menu.
  3. Tap the More button.
  4. Tap Delete Collection.

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