Managing shared files and Collections

  • Updated

When you’ve shared a file or a Collection with a customer or prospect via Showpad, you can track how the buyer engages with it using the Share feature. You can manage shared files and your collections in a very flexible way.

Key features

  • Share your file or Collection with additional recipients
  • Disable push notifications for customer or prospect activity on your file or Collection
  • Revoke access to your file or Collection for all recipients

Choose your success platform


iOS
Android
Windows Desktop
Web App

See how it's done on iOS

Sharing a file or Collection with additional recipients

  1. Tap the Shares tab in the bottom menu.
  2. Tap the file or Collection you want to share with an additional recipient.
    open_the_Shares_tab_and_select_the_share_to_forward_v2.png
  3. Tap the three dots on the top-right.
  4. Tap Forward.
    Forward_ios.png
  5. Fill in the required fields.
  6. Tap Send.
    reshare_details_ios.png


Disabling push notifications

  1. Tap the Share button in the bottom menu.
  2. Tap the file or Collection for which you want to disable push notifications.
    open_the_Shares_tab_and_select_the_share_to_forward_v2.png
  3. Open the file or Collection you previously shared and tap the icon on top-right.
  4. Tap Stop Notifications. If at a later point you want to undo this action, simply tap Receive Notifications.
    Stop_notifications_ios.png


Revoking access to your file or Collection for all recipients

  1. Tap the Share button in the bottom menu and tap the file or Collection you want to revoke access to for all recipients.
  2. Open the file or Collection you previously shared and tap the icon on top-right.
    Select_a_share_ios.png
  3. Tap Revoke access for all recipients. If at a later point you want to undo this action, simply tap Re-enable access for all recipients.
    Revoke_access_ios.png

See how it's done on Android

Sharing a file or Collection with additional recipients

  1. Tap the Share tab in the bottom menu.
  2. Tap the asset or Collection you want to share with an additional recipient.
    Choose_a_Share_on_the_Shares_Screen.png
  3. Tap the button in the shape of 3 dots. Tap Add a Recipient.
    Add_recipient_android.png
  4. Fill in the required fields.
  5. Tap Send.
    Reshare_android.png


Disabling push notifications

  1. Tap the Share tab in the bottom menu.
  2. Tap the file or Collection for which you want to disable push notifications.
    Choose_a_Share_on_the_Shares_Screen.png
  3. Tap the button in the shape of 3 dots. Tap Push Notifications. If at a later point you want to undo this action, simply tap Push Notifications again.
    push_notifications_android.png


Revoking access to your file or Collection for all recipients

  1. Tap the Share button in the bottom menu.
  2. Tap the file or Collection you want to revoke access to for all recipients.
    Choose_a_Share_on_the_Shares_Screen.png
  3. Tap the button in the shape of 3 dots. Tap Revoke access for all recipients and confirm when prompted. If at a later point you want to undo this action, simply tap Re-enable access for all recipients and confirm when prompted.
    Revoke_access_android.png

See how it's done on the Windows Desktop app

Sharing a file with additional recipients 

  1. Navigate to the Shares tab in the menu.
  2. Click to open the share you want to forward to an additional recipient. 
  3. Click the settings icon on the top-right.
  4. Select Forward Copy. forward_copy.png
  5. Fill in the required fields.
  6. Click Send.

Disabling push notifications

  1. Click the Shares tab in the top menu.
  2. Click the Share for which you want to disable push notifications.
    WDA_select_share__1_.png
  3. Click the Settings icon and Stop all notifications.
    WDA_stop_notifications.png


Revoking access to your file or Collection for all recipients

  1. Click the Shares tab in the top menu.
  2. Select the Share you want to revoke access to for all recipients. WDA_select_share__2_.png
  3. Click the Settings button.
  4. Click Revoke access (for all recipients). If at a later point you want to undo this action, tap Enable access (for all recipients).WDA_revoke_access.png

See how it's done on the Web app

Sharing a file with additional recipients 

  1. Navigate to the Shares tab in the menu.
  2. Click to open the share you want to forward to an additional recipient. Shares_with_Arrows_NV.png
  3. Click the settings icon on the top-right.
  4. Select Forward Copy. Shares_Settings_Forward_Copy_NV.png
  5. Fill in the required fields.
  6. Click Send.

Disabling push notifications

  1. Click the Shares tab in the top menu.
  2. Click the Share for which you want to disable push notifications.
    Shares_Settings_Forward_Copy_NV.png
  3. Click the Settings icon.
  4. Click Stop all notifications.
    Window_and_Showpad_Web.png


Revoking access to your file or Collection for all recipients

  1. Click the Shares tab in the top menu.
  2. Select the Share you want to revoke access to for all recipients. Shares_with_Box_NV.png
  3. Click the Settings button.
  4. Click Revoke access (for all recipients). If at a later point you want to undo this action, tap Enable access (for all recipients).Window_and_Showpad_Web.png

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