Managing your Collections

  • 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

Choose your success platform


iOS
Android
Windows
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. 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

See how it's done on 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.

See how it's done on 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.
    More.png
  4. Tap Duplicate Collection.
  5. Enter the name of the duplicated Collection.
  6. Tap the Duplicate button.
    Duplicate.png

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.
    More.png
  4. Tap Rename Collection.
  5. Enter the new name for the Collection.
  6. Tap the Rename button.
    Rename.png

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.
    More.png

See how it's done on the Web app

Open the Personalize tab in the Web app and select Collections. 
Web_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.

reorder__1_.png


Renaming a Collection

  1. Open the Collection you want to rename.
  2. Click the three dots to manage your Collection.
  3. Click Rename.
    Rename.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 three dots to manage your Collection.
  3. Click Delete.
    Delete.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.
    DeleteFile.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.
  3. Select Duplicate.Duplicate.png
  4. Give your duplicated Collection a new name and confirm.

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