Adding content to a Shared Space

The quick way to awesomeness on the Windows Desktop App

• Create Folders in your Shared Space
• Add content to your Shared Space
• Organize content in your Shared Space

Do this step by step

Create Folders in your Shared Space

1. Start curating your Shared Space by adding folders to organize your content. Click Add, then select Create Folder. If you wish to add content directly to the Shared Space without folders, skip to the next section.
2. Add a name and write a description for the new folder. Add an optional custom icon for the folder by clicking Change icon. Select the image to upload. Click Create.
3. For multi-layered content organization, you can create nested folders within folders. To do so, open a Shared Space folder, click Add, and select Create Folder. 
4. By default, everyone accessing your Shared Space can download all content. If you want people to view the content without the ability to download it, you can change the permissions. Open the Shared Space and click the three dot menu in the top right corner. Select Settings and toggle  'Allow Content Downloads' off. This will lock all documents and make them view-only. 
5. 

Adding content to your Shared Space 

1. To add content to your Shared Space, click Add and choose one of the following options:
   
   
   • Select Content - This will allow you to browse and select content from your Experiences, My Files, or Collections.
   • Add URL - Enter a URL and give it a name to create a URL asset in the Shared Space.
   • Upload from hard drive - Select content from your device to upload to the Shared Space. These assets are not added to your My Files.
   • Import from Google Drive - Select content from your Google Drive to add to the Shared Space.
   
   

   Tip: See the Supported file types article to verify the types and recommended content sizes you can add to your Shared Space.

   Note: For content inside an Advanced Experience, you can use the search bar to locate the specific content you want to add to your Shared Space.

2. When adding content via the Select Content option, choose to browse your Experiences, Collections, or My Files. Select any files you wish to add by checking the box. You can select certain pages of an asset or preview an asset before adding it to the Shared Space. Once ready, Click Insert Items.
3. Once content is added to the Shared Space, the asset name will default to the file name as it was uploaded. By clicking the pencil icon, you can change this to something more user-friendly or customer-specific. You can also add a short description of the asset to be visible from the main page to help engage a customer to view the content.
4. If an asset in the Shared Space is deleted or removed by an admin, it will have an Expired or Deleted label attached to it, indicating it is no longer available. For deleted assets, all activity related will remain to maintain historical data. The icon will revert to a grayed-out icon indicating the file type. You will no longer see comments related to removed assets.

   Note: This only applies when the admin archives or deletes an asset from the Library. Other assets in the Shared Space will be visible even if they are removed from a Collection or My Files.

   

Organizing content in your Shared Space

1. At any time, you can move the order of assets by clicking the three dots to the left of the asset and dragging it to the desired location. This way, you can map out your sales conversation in advance and draw your customers to certain assets before others to tell your story.
2. To move any assets or folders in the Shared Space into another folder, click the 3 dot option on the asset. Select Move to. 
3. Click to select the folder you want to add the content to, then click Move. 

The quick way to awesomeness on iOS

• Create Folders in your Shared Space
• Add content to your Shared Space
• Organize content in your Shared Space

Do this step by step

Create Folders in your Shared Space

1. Start curating your Shared Space by adding folders to organize your content. Tap the plus sign, then select Create Folder. If you wish to add content directly to the Shared Space without folders, skip to the next section.
2. Add a name and write a description for the new folder. Tap Change icon to add an optional custom image for the folder. Select the image to upload. Tap Create.
3. By default, everyone accessing your Shared Space can download all content. If you want people to view the content without the possibility to download it, you have the option to change the permissions.
   Navigate to the Shared Space's homepage and tap the three dot menu. Select Settings and toggle the switch to Allow Content Downloads. This action will lock all documents and make them view-only.

Adding content to your Shared Space 

1. To add content to your Shared Space, tap the plus sign and choose Select Content.
   
   If you're using an iPhone to add content to your Shared Space, tap the plus sign and choose Select Content. To return to the Shared Space without adding content, select Cancel.

   Tip: See the Supported file types article to verify the file types and recommended content sizes you can add to your Shared Space.

   Note: For content inside an Advanced Experience, you can use the search bar to locate the specific content you want to add to your Shared Space.

2. Browse your Experiences, Collections, or My Files. Select any assets you wish to add by tapping the file. Once ready, tap Add.
3. To create a URL asset in the Shared Space, tap Add URL from the plus sign menu.
4. When you add content to the Shared Space, the asset name will default to the file name as it was uploaded. By clicking the pencil icon, you can change the name to something more user-friendly or customer-specific. You can also add a short description of the asset to be visible from the main page to help encourage a customer to view the content.
5. If an asset in the Shared Space is deleted or removed by an admin, it will have an Expired or Deleted label attached to it, indicating it is no longer available. For deleted assets, all related activity will remain to maintain historical data. The icon will revert to a grayed-out image indicating the file type. You will no longer see comments related to removed assets.

   Note: This only applies when the admin archives or deletes an asset from the Library. Other assets in the Shared Space will be visible even if removed from a Collection or My Files.

   

Organizing content in your Shared Space

1. At any time, you can move the content order by pressing the three dots to the left of the asset and dragging it to the desired location. This way you can map out your sales conversation in advance and draw your customers to certain assets when telling your story.