Add content to Shared Spaces Updated August 07, 2024 07:52 What's in it for you Once you create a Shared Space, it is time to add and organize your convincing content. You can fully customize the Shared Space with relevant assets for your deal. Only internal participants can add content to the Shared Space. See how it works Key features Select Showpad assets or upload content for your prospects to view Create folder structures to organize content Structure and rearrange the content how you like it You need this to succeed A Showpad account Showpad Plus or Ultimate package Note: To add content from the Automated Content Builder app, you need the Ultimate package with the Enterprise add-on. A Web browser, or Showpad’s iOS or Windows Desktop app Choose your success platform Web App Windows Desktop iOS The quick way to awesomeness on the Web 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 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. 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. 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. 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. Back to Top Adding content to your Shared Space 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. If your admin has configured CRM recommendation rules, you will also see a Recommendations tab, which features recommended assets based on rules pertaining to your CRM data. 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. Add content from Automated Content Builder app - This will allow you to generate documents from published templates and add them to your Shared Space. Tip: See the Supported file types article to verify the types and recommended content sizes you can add to your Shared Space. When adding content via the: Select Content option - Choose to browse your Experiences, Collections, My Files, or Recommended content (requires the admin to set up CRM recommendation rules). 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. Add content from Automated Content Builder option - Select the template you want to generate a document for by clicking Create document.Provide the necessary information, then click the Create document button.Once the document has been generated, you can proceed to the next step by clicking the Add document button, or you can generate another document from the selected template by clicking the Create another document button. Tip: You can click on the Templates breadcrumb to return to the list of templates and select another template to generate a document from. Select the generated documents you wish to add by checking the box, then click the Confirm button. 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. 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. Back to Top Organizing content in your Shared Space 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. To move any assets or folders in the Shared Space into another folder, click the 3 dot option on the asset. Select Move to. Click to select the folder you want to add the content to, then click Move. Back to Top 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 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. 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. 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. 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. Back to Top Adding content to your Shared Space 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. Add content from Automated Content Builder app - This will allow you to generate documents from published templates and add them to your 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. 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. Add content from Automated Content Builder option - Select the template you want to generate a document for by clicking Create document.Provide the necessary information, then click the Create document button.Once the document has been generated, you can proceed to the next step by clicking the Add document button, or you can generate another document from the selected template by clicking the Create another document button. Tip: You can click on the Templates breadcrumb to return to the list of templates and select another template to generate a document from. Select the generated documents you wish to add by checking the box, then click the Confirm button. 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. 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. Back to Top Organizing content in your Shared Space 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. To move any assets or folders in the Shared Space into another folder, click the 3 dot option on the asset. Select Move to. Click to select the folder you want to add the content to, then click Move. Back to Top 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 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. 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. By default, everyone accessing your Shared Space can download all content. You can change the permissions to allow people to view the content without downloading it.Navigate to the Shared Space's homepage and tap the three dot menu. Select Settings. Toggle the switch to Allow Content Downloads. This action will lock all documents and make them view-only. Back to Top Adding content to your Shared Space 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. Browse your Experiences, Collections, or My Files. Tap the file to select any assets you wish to add. Once ready, tap Add. The selected content will appear on the main screen of your Shared Space. Note: To add content to a folder, open the folder first and then select the content using the abovementioned steps. To create a URL asset in the Shared Space, tap Add URL from the plus sign menu. You can add content to one or more Shared Spaces while viewing it elsewhere on Showpad. Tap the three dot menu next to a Collection or asset in Collections or My Files and select Add to Shared Space. Select assets in an Experience and tap the plus sign to add them to a Shared Space. While viewing a single asset, tap the plus sign and select Add to Shared Space. 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. 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. Back to Top Organizing content in your Shared Space You can move the content order at any time by tapping the three dots to the left of the asset and dragging it to the desired location. This allows you to map out your sales conversation in advance and draw your customers to certain assets when telling your story. Back to Top When you're done adding content, you can continue with Inviting people to your Shared Space. Related articles Invite people to Shared Spaces Guide to using Shared Spaces Create and duplicate Shared Spaces View Shared Space activity and engagement insights Interact with buyers in Shared Spaces