Share a single file via Showpad

See how it's done on iOS

You can share a single file in 2 ways:

• Without opening it
• When viewing it

Sharing a file without opening it

1. Locate the single file you want to share in your Collections or My Files and tap the three dot menu next to the file.
2. Select the desired method of sharing. You can share via Email or Get a Link. You can also add the file to one or more Shared Spaces or Collections.

Sharing a file while viewing it

1. Open the file you want to share.
2. Tap either the Link icon or the Email icon.

3. If the file contains multiple pages or slides, you can choose to share the Entire document or Select pages.

   • If you decide to select pages, pick the specific content you want to include.

     Note: You may see additional pages automatically added to your selection. This happens when your administrator requires specific content, such as legal disclaimers or sequential chapters, to be included to ensure the document remains accurate and compliant.

   

4. If you choose an Email share, add one or more recipient addresses in the To field.
5. Enter the subject line and message that will be displayed in the body of the email your customer or prospect receives.
6. Click the Gear icon to select settings: 
   • Choose if recipients can download assets by using the Allow Downloads toggle.
   • Toggle the option to Send a copy to yourself, if desired.
   • Optionally, select a Theme. Themes allow you to present the file in a branded space. Your administrator decides which themes are available for you.
   • To set an expiration date for accessing the shared content, toggle on Content Expires After, then tap 1 week to select a time frame, or tap the date to select a date from the calendar. 
     
7. When you're ready, Tap Send.
8. If you choose Get a Link, rename the link if you desire.
9. Tap the Settings gear icon to select the share settings:
   • Choose if recipients can download the file by toggling Allow Downloads.
   • Select a Theme that the recipient will see when viewing the shared content.
   • 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.
10. Tap the share icon. You can tap Copy to paste it where you want to share content. Otherwise, select a messaging app you use for sharing, such as WeChat. The insights from this share will show that someone opened the link and when but not which app was used.

Email the files as an attachment without engagement tracking

Alternatively, you can share a Showpad file via your email client. When sharing files this way, you will not receive Showpad insights, so we recommend sharing as instructed above. To share as an email attachment, follow the steps below:

1. Open the file you wish to share.
2. Tap the three dot menu in the upper-right corner. Tap Share Via...
3. Select either Email File as Attachment or Email Page as Attachment.
4. This will open your email client on your device if enabled, so you can email the file as an attachment.

Note: Some file types may have a restriction placed on them by your admin to make them available for download only as a PDF.

See how it's done on Android

To share a single file while viewing it in Showpad, follow the steps below.

1. Open the file you want to share.
2. Tap the Share icon.
3. Select Email or Get a Link. If you choose Email, it will send as a typical Share email where you can compose a message. If you choose Get a Link, you can copy the link to your clipboard and send it via other sharing methods, or share it using the apps on your device.

4. If the file contains multiple pages or slides, you can choose to share the Entire Document or Select Pages.

   • If you decide to select pages, pick the specific content you want to include.

     Note: You may see additional pages automatically added to your selection. This happens when your administrator requires specific content, such as legal disclaimers or sequential chapters, to be included to ensure the document remains accurate and compliant.

   

5. If you chose an Email share, add the recipient address.
6. Select if recipients can download assets using the Allow Downloads toggle.
7. If enabled, you can log the share to your CRM, such as Salesforce, in this example.
8. Choose a Theme. Themes allow you to present the file in a branded space. Your administrator decides which themes are available for you.
9. Enter the subject line and message that will be displayed in the body of the email your customer or prospect receives.
10. Tap Send.
11. 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.
12. Tap Copy Link and paste it where you'd like to share content.
13. Alternatively, tap Share and select a messaging 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.

Note: Some file types may have a restriction placed on them by your admin to make them available for download only as a PDF.

See how it's done on the Windows Desktop app

You can share a single file in 2 ways:

• Without opening it
• When viewing it

Sharing a file without opening it

1. Hover over the file you wish to share and click the three dot menu.
2. Select the desired method of sharing: share via Email or Get a Link. You can also add the file to a Shared Space or Collection.
   
3. Fill in the required fields. 
4. For an Email, enter the message that will be displayed in the body of the email your customer or prospect receives.
5. Select if you want your recipient to be able to download a copy. 
6. Optionally, select a theme from the Sharing Theme menu. Themes allow you to present the file in a branded space. Your administrator decides which themes are available for you.
7. Click Send. If you are offline, your share(s) will be queued up and deployed when you reconnect to the internet.

Sharing a file when viewing it

1. Open the file you want to share.
2. Click the desired sharing method: Get a link or share via Email. You can also add the file to a Shared Space.

3. If the file contains multiple pages or slides, you can choose to share the Entire document or Select pages.

   • If you decide to select pages, pick the specific content you want to include.

     Note: You may see additional pages automatically added to your selection. This happens when your administrator requires specific content, such as legal disclaimers or sequential chapters, to be included to ensure the document remains accurate and compliant.

   

4. Fill in the required fields.
5. For an Email, enter the message that will be displayed in the body of the email your customer or prospect receives.
6. Optionally, select a theme from the Sharing Theme menu. Themes allow you to present the file in a branded space. Your administrator decides which themes are available for you.
7. Click Send.

Note: Some file types may have a restriction placed on them by your admin to make them available for download only as a PDF.