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Share a single file via Showpad

  • Updated

You can share a single file at a time to prospects on your mobile device or computer. This allows you the flexibility to pick and choose the appropriate content to share based on the sales conversation.

The quick way to awesomeness

  1. Open the Showpad app on your device
  2. Navigate to the file you would like to share

Choose your success platform


iOS
Android
Windows Desktop
Web App

See how it's done on iOS

To share a single file via Showpad, proceed as described below.

  1. Open the file you want to share.
  2. Tap the Share button. share_via_ios.png
  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 chose Get a Link, a link will be copied to your clipboard that you can send via other sharing methods, such as messaging apps.  email_or_get_a_link_ios.png
  4. If you chose an Email share, add the recipient address.
  5. Enter the subject line and message that will be displayed in the body of the email your customer or prospect receives. email_share_ios.png
  6. Click the settings icon to choose if recipients can download assets by using the Allow Downloads toggle.
  7. Toggle the option to send a copy to yourself, if desired.
  8. 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.ios_share_settings.png
  9. When you're ready, Tap Send.
  10. If you chose Get a Link, rename the link if you desire. Click the settings icon to choose if recipients can download assets by toggling Allow Downloads. Select a theme within the settings.
  11. Click Copy Link and paste it where you'd like to share content.  share_via_link_ios.png

Alternatively, you can share a Showpad asset as a file via your email client. When sharing assets this way you will not receive Showpad insights, so it is preferred to share as instructed above. To share as an email attachment, follow the steps below:

    1. Open the asset you wish to share.
    2. Click the three dots in the upper right-hand corner. Tap Share Via...share_via.png
    3. Select Email File as attachment or Email page as attachment. share_via_email.png
    4. This will open your email client on your device if enabled, so you can email the asset as a attached file. email_file.png

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

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.
    click_the_share_icon.png
  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. get_a_linke_or_email.png
  4. If the asset is multi-paged, select Entire Document or Select Pages. entire_document_or_select_pages.png
  5. If you chose an Email share, add the recipient address. 
  6. Select if recipients can download assets by using the Allow Downloads toggle. If enabled, you can log the share to your CRM such as Salesforce in this example.
    Get_a_Link_Log_to_CRM_.png
  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.
    send_a_message_with_android_sharing_improvements_single_file.png
  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. get_a_link_field.png

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 asset you want to share and click the three-dot menu. Select the desired method of sharing: via Email or Get a Link.
    46-1.png
  2. Fill in the required fields if prompted. Enter the message that will be displayed in the body of the email your customer or prospect receives.
  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. Click Send. If you are offline, your share(s) will be queued up and deployed when you reconnect to the internet. 
    46-2.png

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
    46-3.png
  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. Hover over the asset you wish to share and click the three-dot menu.
  2. Select the desired method of sharing: share via Email or Get a Link.three_dot.png
  3. Fill in the required fields if prompted. Enter the message that will be displayed in the body of the email your customer or prospect receives.
  4. Select if you want your recipient to be able to download a copy. 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. Click Send.
    EmailModal_withContent.png

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
    Share.png
  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.

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