Share a single file via Showpad

See how it's done on Android

When you want to share a single file with a customer or prospect and gain valuable Insights information about his activity on that file, you can simply share that file via Showpad. Once you’ve shared the file, you will find it on the Insights screen along with all the information you need to follow up on your customer or prospect with pin-point accuracy. To share a single file via Showpad, proceed as described below.

1. Open the file you want to share.
2. Tap the Share button.
   
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, a link will be copied to your clipboard that you can send via other sharing methods, such as messaging apps. 
4. If the asset is multi-paged, select Entire Document or Select Pages. 
5. If you chose an Email share, add the recipient address. 
6. Select if recipients can download assets by using the Allow Downloads toggle.
7. Choose a 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.
8. Enter the subject line and message that will be displayed in the body of the email your customer or prospect receives. 
9. Tap Send.
   
10. If you chose Get a Link, rename the link if you desire. Choose if recipients can download assets by toggling Allow Downloads.
11. Click Copy Link and paste it where you'd like to share content. 

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 Windows

1. Open the file you want to share.
2. Swipe down from the top or tap to reveal the Showpad menu.
3. Tap the Share button.
4. Add the recipient email address. 
5. Select if recipients can download assets by using the Allow Downloads toggle.
6. Choose a 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 the subject line and message that will be displayed in the body of the email your customer or prospect receives. 
8. Tap 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.

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 want to share and click the Share button. Click the desired method of sharing: get a link or share via email.
   
2. Fill in the required fields if prompted.
3. Click Change Theme to choose a theme if needed. Themes allow you to customize the look of your Collection at the customer's side. Your administrator decides how many themes are available.
4. Enter the message that will be displayed in the body of the email your customer or prospect receives.
5. Click Send.
   

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
   
3. Fill in the required fields.
4. Click Change Theme to choose a theme if needed. 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. Enter the message that will be displayed in the body of the email your customer or prospect receives.
6. 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.

See how it's done on the Web app

You can share a single file in 2 ways:

• Without opening it
• When viewing it

Sharing a file without opening it

1. Move the mouse pointer over the file you want to share.
2. Click the desired method of sharing: get a link or share via email
3. Fill in the required fields if prompted.
4. Click Change Theme to choose a theme if needed. Themes allow you to customize the look of your Collection at the customer's side. Your administrator decides how many themes are available.
5. Enter the message that will be displayed in the body of the email your customer or prospect receives.
6. Click Send.
   

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
   
3. Fill in the required fields.
4. Click Change Theme to choose a theme if needed. 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. Enter the message that will be displayed in the body of the email your customer or prospect receives.
6. 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.