Managing your Collections

  • Updated

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

Choose your success platform


iOS
Android
Windows
Windows Desktop
Web App

See how it's done on iOS

You can see your latest collections by tapping the Content button. View All will list all your collections.
Reorder Content in a Collection
  1. Open your Collection via the Personalize tab
  2. Press and hold the document you want to reorder
  3. Drag and release to the position of your choiceDrag.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 CollectionRemove.png
Duplicating a Collection
  1. Open the Collection you want to duplicate
  2. Tap the 3 dots
  3. Tap Duplicate CollectionCollection.png
  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 CollectionCollection.png
  4. Enter the new name for the Collection
  5. Tap Rename

Deleting a Collection

Keep in mind when you delete a collection you've shared with someone, the recipient will still be able to access the content. 

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

 Managing a Collection from the Personalize tab

  1. Tap the Personalize tab in the bottom menu
  2. Tap Collections
  3. Tap the three dots to see the available optionsPersonalize.png

See how it's done on Android

Duplicating a Collection

  1. Open the My Content screen and tap the Collections tab.
  2. Select the Collection you want to duplicate, then tap the button in the shape of 3 dots.tap_the_3_dots.png
  3. Tap Duplicate.0.png
  4. Enter the name of the duplicated Collection, then tap OK. 0-1.png

 Renaming a Collection

  1. Open the Collection you want to rename.
  2. Tap the button in the shape of 3 dots.tap_the_3_dots.png
  3. Tap Rename.0.png
  4. Enter the new name for the Collection, then tap OK. rename_then_tap_ok.png

Deleting a Collection from the Content screen

Keep in mind when you delete a collection you've shared with someone, the recipient will still be able to access the content. 

  1. Open the My Content screen and tap the Collections tab.
  2. Tap the button in the shape of 3 dots.tap_the_three_dots.png
  3. Tap Select.choose_select.png
  4. Tap the Collection you want to delete. If needed, tap additional Collections you want to delete. select_the_collection_to_remove.png
  5. Tap the Delete icon and confirm when prompted.trash_icon.png

Deleting a Collection when viewing it

Keep in mind when you delete a collection you've shared with someone, the recipient will still be able to access the content. 

  1. Open the Collection you want to delete.
  2. Tap the button in the shape of 3 dots.tap_the_3_dots.png
  3. Tap Delete and confirm when prompted.0.png

See how it's done on Windows (Legacy)

Duplicating a Collection

  1. Open the Collection you want to duplicate. 0.png
  2. Swipe down from the top or tap to reveal the Showpad menu.
  3. Tap the More buttontap_the_more_button.png
  4. Select Duplicate Collection. 0-3.png
  5. Enter a name for the duplicated Collection, then tap Duplicate.enter_a_name_and_click_duplicate.png

Renaming a Collection

  1. Open the Collection you want to rename.
  2. Swipe down from the top or tap to reveal the Showpad menu.
  3. Tap the More button.tap_the_more_button.png
  4. Select Rename Collection. 0-3.png
  5. Enter the new name for the Collection and then tap Renameselect_rename.png

Deleting a Collection

Keep in mind when you delete a collection you've shared with someone, the recipient will still be able to access the content. 

  1. Open the Collection you want to delete.
  2. Swipe down from the top or tap to reveal the Showpad menu.
  3. Tap the More button. tap_the_more_button.png
  4. Select Delete Collection0-3.png
  5. Select Delete when prompted. choose_delete_when_prompted.png

See how it's done on the Windows Desktop app

Open the Content tab in the Windows Desktop app and select Collections. WDA_Collections_tab.png
Reorder Content in a Collection

  1. Open the Collection.
  2. Press and hold on the document you want to reorder.
  3. Drag and release the document to the position of your choice.

WDA_reorder_collection.gifRenaming a Collection

  1. Open the Collection you want to rename.
  2. Click the three dots to manage your Collection and select Rename.WDA_rename_collection.png
  3. Enter the new name for the Collection.
  4. Click Rename.

Making a Collections available offline 

In order to use and present your collections while offline, you must first make them available offline. This can be done for single collections, or in bulk. You can do this from the Collections tab, or within the collection itself. 

  1. Open the Collections tab.  
  2. To download a collection from the main tab, hover over it then click the three dot menu. Select Make available offline. make_available_offline_1.png
  3. To download multiple collections from the main tab, click the check box for each collection you wish to download. In the bottom right, click the three dot menu. Select Make Available Offline. bulk_make_available_offline.png
  4.  While the collections download, you will see a spinning circle. Once they are available offline, there will be a download arrow on the Collection tile. Screen_Shot_2020-05-26_at_2_48_05_PM.png
  5. To make a collection available offline while viewing it, click the three-dot menu, then slick Make available offline. available_offline_from_within_the_collection.png
  6. If a collection is empty, you will not see the option to make it available offline.
  7. You cannot remove Collections from your device in bulk. Instead, remove individual assets from your device by opening the collection and hovering over the asset you wish to remove from your device. Click Remove from device.  remove_assets_from_your_device.png

Deleting a Collection

Keep in mind when you delete a collection you've shared with someone, the recipient will still be able to access the content. 

  1. Open the Collection you want to delete.
  2. Click the three dots to manage your Collection.
  3. Click Delete.
    WDA_delete_collection.png
  4. 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.
    remove_asset.png
  4. Confirm when prompted. 

Duplicating a Collection

  1. Open the Collection you like to duplicate.
  2. Click the three dots to manage your Collection, then select Duplicate.WDA_duplicate_collection.png
  3. Give your duplicated Collection a new name and confirm.

See how it's done on the Web app

Open the Content tab in the Web app and select Collections. Content_tab_to_collections.png

Reorder Content in a Collection

  1. Open the Collection.
  2. Press and hold the mouse button on the document you want to reorder.
  3. Drag and release the document to the position of your choice.

Move_assets_in_collection.gif


Renaming a Collection

  1. Open the Collection you want to rename.
  2. Click the three dots to manage your Collection and select Rename.rename.png
  3. Enter the new name for the Collection.
  4. Click Rename.

Deleting a Collection

Keep in mind when you delete a collection you've shared with someone, the recipient will still be able to access the content. 

  1. Open the Collection you want to delete.
  2. Click the three dots to manage your Collection.
  3. Click Delete.
    rename.png
  4. Confirm.

 

Deleting content from a Collection

Keep in mind when you delete a collection you've shared with someone, the recipient will still be able to access the content. 

  1. Open the Collection you want to change.
  2. Hover your mouse over the content you want to remove.
  3. Click Delete.
    remove_asset.png
  4. Confirm when prompted.

 

Duplicating a Collection

  1. Open the Collection you like to duplicate.
  2. Click the three dots to manage your Collection, then select Duplicate.Screen_Shot_2018-12-21_at_2_58_23_PM.png
  3. Give your duplicated Collection a new name and confirm.
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