Share a single file via Showpad

  • Updated

What's in it for you

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
Web App

See how it's done on iOS

On iOS, you can share assets easily from Showpad. You can share a single or multiple files in different ways. Click the links below to find out more.

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.
    Pasted_Image_28_06_2017__12_47.png
  3. Fill in the required fields.
  4. Tap Theme to choose a sharing 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.
  5. Enter the message that will be displayed in the body of the email your customer or prospect receives. 
  6. Tap Send.
    Pasted_Image_28_06_2017__12_44.png

See how it's done on Windows

  1. Open the file you want to share.
  2. Swipe down from the top to reveal the Showpad menu.
  3. Tap the Share button.
  4. Tap Share entire file.
  5. 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.
  6. Fill in the required fields.
  7. Enter the message that will be displayed in the body of the email your customer or prospect receives.
  8. Tap the Send button.

See how it's done on the Web app

You can share a single file in 2 ways:
  • Without opening it
  • When viewing it

 

A. 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 lin or share via email
    Share_web_app.png
  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.
    Email_share.png

 

B. 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
    Screen_Shot_2017-06-09_at_13_51_58.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.
    Email_share.png

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