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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, and delete collections

You need this to succeed

  • A collection
  • Your favorite device

Choose your success platform


iOS
Android
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. Navigate to the Content tab, select Collections, and open the Collection you want to organize.1.png
  2. Press and hold the document you want to reorder. Drag and release to the position of your choice.           1.gif
Remove Content from a Collection
  1. Open the desired Collection and find the file you want removed. Tap the three-dot menu next to the file name and tap Remove.2.png
  2. Alternatively, you can open the document you want to remove and tap the three-dot menu from there. Select Remove.3.png
Duplicating a Collection
  1. Navigate to your Collections tab. Tap the three dots menu next to the Collection you need to duplicate, and select Duplicate.6.png
  2. Alternatively, you can open the Collection you need a copy of. Tap the three dot menu in its upper right corner and select Duplicate. 4.png
  3. Enter the name of the copied Collection and confirm by tapping Duplicate.5.png

Renaming a Collection

  1. Navigate to your Collections tab. Tap the three dots menu next to the Collection you need to change the name of and select Rename.8.png
  2. Alternatively, you can first open the Collection, then tap the three dot menu in its upper right corner and select Rename.7.png
  3. Enter a new name for your Collection and confirm by tapping Rename.9.png

Making Collections available offline

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

  1. Navigate to the Content tab, Collections, and press the Select button. Choose the Collection(s) you want to download and tap Make Available Offline. 10.gif
  2. To download individual assets from a Collection, open the desired Collection and follow the same steps as listed above.

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. Navigate to your Collections tab. Tap the three dots menu next to the Collection you want to delete, and select Delete.11.png
  2. Alternatively, you can open the Collection you want to delete. Tap the three dot menu in its upper right corner and select Delete. 12.png
  3. Tap Delete to confirm your choice.13.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

Making Collections available offline

In order to use and present your collections while offline, you must first make them available offline. This can be done from the My Content tab for single Collections, or in bulk. Or select individual assets from within the Collection itself.

  1. Open the My Content tab
  2. To download an entire Collection, press the three dots and choose Select
  3. Choose the Collection(s) you want to download and select the download icon Select_Collections_and_Download_Them.png
  4. To download individual assets from a Collection, open the collection, click the three dots in the upper right corner and press select.
  5. Select the assets you want to download and press the download icon Android_collections_assets_download.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 the Windows Desktop app

Open the Content tab in the Windows Desktop app and select Collections. 44-1.png
Reorder Content in a Collection

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

44-2.gifRenaming a Collection

  1. Open the Collection you want to rename.
  2. Click the three dots to manage your Collection and select Rename.44-3.png
  3. Enter the new name for the Collection and click Rename.

Making a Collections available offline 

In order to use and present your collections 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. Under Other, select Make available offline.44-4.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. 44-5.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. 44-6.png
  5. To make a collection available offline while viewing it, click the three-dot menu, then slick Make available offline.44-7.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 the three-dot menu, then under Other, select Remove from device.44-8.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-dot menu, then under Other, select Delete.
    44-9.png
  3. Click Delete to confirm. 

Deleting content from a Collection

  1. Open the Collection you want to change.
  2. Hover over the content you want to remove.
  3. Click the three dot menu, then under File Options, select Delete.
    44-10.png
  4. Confirm when prompted. 

Copy a Collection

  1. Open the Collection you like to duplicate.
  2. Click the three dot menu, then select Make a copy.44-11.png
  3. Give your duplicated Collection a new name, then click Make a copy.44-12.png

Searching for a Collection

  1. Type the name of the Collection you are searching for. Searching works on the title, not on the content inside your Collection.
  2. The results will show up automatically.44-13.png

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 menu, then under File Options select Delete.
    delete_collections.png
  3. 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 the three dot menu. Under Other, select Delete.
    delete.png
  4. Confirm when prompted.

 

Make a Copy of a Collection

  1. Open the Collection you like to duplicate.
  2. Click the three dot menu, then select Make a Copy.make_a_copy.png
  3. Give your duplicated Collection a new name and click Make a copy.

Searching for a Collection

  1. Type the name of the Collection you are searching for. Searching works on the title, not on the content inside your Collection.
  2. The results will show up automatically.Showpad_Web.jpg

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