Share a Collection

See how it's done on iOS

You can share a Collection in 3 ways:

• From the Collections tab
• When viewing a Collection
• By selecting Specific files from a Collection

Note: When you create a Collection and generate a link or share it, the content in the Collection is static. This means that if you add files to the Collection later, these will not be seen by the people who have already received the share. Users will need to create a new link to update the Collection.

Sharing a Collection from the Collections tab

1. Tap Content at the bottom of the screen, then select Collections at the top.
2. Find the Collection you wish to share. 
3. Tap the three dot menu next to the Collection you want to share. Select one of the sharing options: Share with Colleagues, Email, Get a Link, or Add to one or more Shared Spaces. 
   

Sharing a Collection when viewing it

1. Navigate to the Content tab and open Collections. Then tap the Collection you want to share.
2. Tap the share icon in the top right and select to share by Email or Get a Link.
   
3. If you choose Email, fill in the required fields. Add recipients' email addresses. If desired, search for more content to include. Write a subject line and a message.
4. To log into your CRM, tap the CRM button in the bottom right.
5. To change the settings, tap the gear icon in the bottom right. Select if recipients can download assets with the Allow Downloads toggle. Choose if you want to send yourself a copy, and select a Theme. Themes allow you to customize the look of your Collection at the customers' side. Your administrator decides how many themes are available for you. Tap Send once ready.
   
6. If you choose Get a Link, rename the link if you desire.
7. Tap the gear icon to select your desired Share settings.
8. Tap the Share icon. You can tap Copy to paste it where you want to share content. Alternatively, select an app you use for sharing, such as WeChat or Messages. The insights from this Share will show that someone opened the link and when but not which app was used.

Sharing specific files from a Collection

1. Navigate to the Content tab and open Collections. Then tap the Collection you want to share.
2. Tap the select icon (check mark) in the top right of the screen. 
3. Choose the assets in the Collection you want to share, then tap the Share icon on the bottom left to share via Email or Get a Link. You can also add the assets to one or more Shared Spaces or Collections by tapping Add to... at the bottom of the screen.

See how it's done on Android

You can share a Collection in 3 ways:

• When viewing it
• After adding a file to it
• When composing a Share

Note: When you create a Collection and generate a link or share it, the content in the Collection is static. This means that if you add files to the Collection later, these will not be seen for the people whoas already have already received the share. You will need to create a new link to update the Collection.

Sharing a Collection when viewing it

1. Tap the My Content tab in the bottom menu and select the Collection you want to share.
2. Tap the Share button.
   
3. Select Email or Get a link. Choosing email will give you a traditional share in the form of an email message. Choosing to Get a link allows you to copy a link to your clipboard that you can paste elsewhere or share from an app on your device.   
4. If you choose Email, enter a recipient email address.
5. Select if recipients can download shared assets by using the Allow Downloads toggle.
6. Tap Change Theme to choose a different theme. Themes allow you to customize the look of your Collection at the customer's side. Your administrator decides how many themes are available for you.
7. Enter a subject line and the message that will be displayed in the body of the email your customer or prospect receives. You can set a default email body for all the Collections or files you share via Showpad.
   
8. By default, sharing via this process will automatically add the entire Collection to your Share. To remove items from the email, click the 'X' to the right of the asset. See all the items in the email by clicking Show more.
9. To add more content, click the '+' in the Content section. Select the content, then select Insert Items.
10. You can opt to share certain files within the Collection and specific pages within a multi-page file.  
11. To choose specific pages in a file from a Collection, tap '+' and navigate to the asset in the Collection. Tap the asset, then select Edit Pages.
12. Tap the pages you want to include, then tap Add.
    
13. Tap Insert Items to add the pages you've selected to the email. 
14. Tap Send. 

Sharing a Collection after adding a file

1. When you’ve added the file to your Collection, a small popup appears at the bottom of the screen. In that pop-up, tap Open.
   
2. Tap the Share button.
   
3. Select Email or Get a link. Choosing email will give you a traditional share in the form of an email message. Choosing to Get a link allows you to copy a link to your clipboard that you can paste elsewhere or share from an app on your device.   
4. If you choose Email, enter a recipient email address.
5. Select if recipients can download shared assets using the Allow Downloads toggle.
6. Tap Change Theme to choose a different theme. Themes allow you to customize the look of your Collection at the customer's side. Your administrator decides how many themes are available for you.
7. Enter a subject line and the message that will be displayed in the body of the email your customer or prospect receives. You can set a default email body for all the Collections or files you share via Showpad.
   
8. By default, sharing via this process will automatically add the entire Collection to your Share. To remove items from the email, click the 'X' to the right of the asset. See all the items in the email by clicking Show more.
9. To add more content, click the '+' in the Content section. Select the content, then select Insert Items.
10. You can opt to share certain files within the Collection and specific pages within a multi-page file.  
11. To choose specific pages in a file from a Collection, tap '+' and navigate to the asset in the Collection. Tap the asset then select Edit Pages.
12. Tap the pages you want to include then tap Add.
    
13. Tap Insert Items to add the pages you've selected to the email. 
14. If you choose Get a Link, rename the link if you desire. Choose if recipients can download the file by toggling Allow Downloads.
    To set an expiration date for the link, toggle on Link Expires After and either tap 1 week to select a time frame or tap the date to select a date from the calendar.
15. Tap Copy Link and paste it where you'd like to share content.
16. Alternatively, tap Share and select an app you use for sharing, such as WeChat or WhatsApp. The insights from this share will show that someone opened the link and when but not which app was used.

Sharing a Collection from the Share tab

1. Tap the Share button from the bottom menu. Select the compose icon.
2. Enter a recipient email address.
3. Select if recipients can download shared assets by using the Allow Downloads toggle.
4. Tap Theme to choose a theme from the drop-down menu. Themes allow you to customize the look of your Collection at the customer's side. Your administrator decides how many themes are available for you.
5. In the Content section, tap the '+' and select the Collection you want to share.
6. You have the option to share the entire Collection or to share select files from the Collection. If you select a file that contains multiple pages, you can select specific pages within that file to share.
7. Enter a subject line and the message that will be displayed in the body of the email your customer or prospect receives. You can set a default email body for all the Collections or files you share via Showpad. Tap Send
   

See how it's done on the Windows Desktop app

• From the Content screen
• After opening it
• Sharing specific files from a Collection 

Note: When you create a Collection and generate a link or share it, the content in the Collection is static. This means that if you add files to the Collection later, these will not be seen by the people who already have already received the Share. You will need to create a new link to update the Collection.

Sharing a Collection from the Content tab

1. Navigate to the Content tab in the top menu and select Collections.
   
2. Find the Collection you wish to share. If you have many Collections, you can use the search to find the one you want.
3. Hover over the Collection you want to share. Click the three dot menu and choose from one of the sharing options: Email, Get a Link, or Add to a Shared Space.
   
4. Fill in the required fields. To deny downloading of your Collection, uncheck Allow downloads. Your recipients see the content, but they can't download a copy of the original files.
   
5. If needed, select a theme from the Sharing Theme menu. Themes allow you to customize the look of your Collection at the customer's side. Your administrator decides how many themes are available for you.
6. Enter the message that will be displayed in the body of the email your customer or prospect receives.
7. Click Send.

Sharing a Collection when viewing it

1. Open the Collection you want to share. Click an icon to share via email, generate a link, or add to a Shared Space.
   
2. Fill in the required fields. To deny downloading of your Collection, uncheck Allow downloads. Your recipients see the content, but they can't download a copy of the original files.
   
3. If needed, select a theme from the Sharing Theme menu. Themes allow you to customize the look of your Collection at the customer's side. Your administrator decides how many themes are available for you.
4. Enter the message that will be displayed in the body of the email your customer or prospect receives.
5. Click Send. 

Sharing specific files from a Collection

1. You can select specific files from a Collection by opening the Collection and selecting the files you want to share. Choose your sharing method from the menu that appears at the bottom.
   
2. Fill in the required fields. To deny downloading of your Collection, uncheck Allow downloads. Your recipients see the content, but they can't download a copy of the original files.
3. Click Send when you're ready to share the selected files.