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 also have the option to add the file to one or more Shared Spaces.

Sharing a file while viewing it

1. 1. 1. Open the file you want to share.
      2. Tap the Share button.
      3. Select Email or Get a Link. 
      4. If you choose 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. 
      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.
      9. When you're ready, Tap Send.
      10. If you choose Get a Link, rename the link if you desire. 
      11. Tap the gear icon to select the share settings.
          • Choose if recipients can download the file by toggling Allow Downloads.
          • Select a Theme 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.
      12. 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.

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...
3. Select 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 asset as a attached file.

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 insight about their activity with that file, you can simply share it via Showpad. Once you’ve shared the file, you will find it on the Shares insights tab, along with all the information you need to follow up with your customer or prospect. 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, you can copy a link to your clipboard and send it via other sharing methods or share the link using the apps on your device.
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 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 customize the look of your Collection at the customer's side. Your administrator decides how many 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

• 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.
   
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. 
   

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.