Create and duplicate Shared Spaces

The quick way to awesomeness on the Windows Desktop app

• Create a Shared Space
• Activate optional logging to a CRM
• Duplicate an existing Shared Space

Do this step by step

Creating a new Shared Space

1. Click Create in the top menu and select Shared Space to begin building your space.
2. Alternatively, open the Share tab, then navigate to Shared Spaces. Click New Shared Space.
3. In the Shared Space title field, create a customer-facing name for this space. It will also be helpful to differentiate it from others you may create later.
4. Customize the URL with the name you prefer. This URL cannot be changed anymore and will be visible when sharing your Shared Space.
5. Choose if participants can download content by toggling Allow Content Downloads on or off.
6. Choose if participants can invite others to the Shared Space by toggling Allow Invites on or off.
7. Choose if participants can upload their documents by toggling Allow External Uploads.

   Note: Your Showpad Administrator manages this option.

8. Customers on our Ultimate package can choose to log the creation of the Shared Space to an account or opportunity in Salesforce, MS Dynamics, or C4C, if configured.
9. Select a Sharing theme if desired.
10. To set up default notification settings for internal users that join the Shared space, click Notification Settings. Toggle the options for Participant session summary, New joiner updates, and Comments. These will be the default settings for Showpad users, unless they change them on their own.
11. Click Done when ready. 
12. Once you have created your space, you can begin tailoring it to your intended audience. To add a short introduction or welcome note, click the description section. Type the message you want participants to see when entering the space.
13. You can also upload the customer's logo to help customize it for your audience. Drag and drop the image into the logo field, or click Browse to select a file. The maximum size of the logo permitted is 5 MB. Once the file is uploaded, you can format the background to be transparent if your logo file is a PNG. Click the three dot menu, then select Format Background. Toggle on the option Use transparent background for PNGs. Keep this toggle off to maintain the image background.
14. To resize the photo, drag the bottom right corner to your desired size. The header will adjust accordingly. The other aspects related to the look and feel of the shared space, such as your company logo, will be managed by your administrator. You can, however, resize your company logo by dragging the corner to your desired size.
15. When you want to see how your Shared Space looks to your invitees, you can quickly preview it from their perspective by clicking the Preview link in the blue banner. Above the blue banner, you can invite new participants, share a link, add content, and access your settings and insights anytime.

Note: To see how you can add content and invite people to your Shared Space, continue to Adding content to your Shared Space and Inviting people to Shared Spaces.

 Logging Shared Spaces activities to your CRM

1. Click your CRM button in the top banner to see the activities that were logged to objects in your CRM.
2. In this instance, Salesforce is the CRM with logging enabled. You will see if activities related to this Shared Space have been logged to a specific Account, Opportunity, Contact, or Lead in your CRM.
3. To log the current state of the Shared Space to your CRM, click Add Log, and select the Account or Opportunity and Contact or Lead. Click Log when you're done.
4. The log of your Shared Space will include general information like the title, description, creation date, participants, and a list of the included assets.
   Below is an example of how your Shared Space will log to your CRM, using Salesforce as the example.

Duplicate an existing Shared Space

Instead of creating a Shared Space from scratch for each set of customers, save time by duplicating an existing space. When you duplicate a Shared Space, the title, logo, description, internal content, and content descriptions will be copied into the new Shared Space. The participant invites, comments, and external content in the original space will not be duplicated. The activity timeline will be cleared

Consider creating a template of the ideal Shared Space for yourself and your customers that can be easily duplicated and repurposed.

Note: You cannot edit the custom URL when you duplicate a Shared Space. It will default to a random URL. 

1. Navigate to the Shared Spaces tab and locate the Share Space you wish to duplicate. You can use the search functionality to find what you're looking for. Toggle between list and gallery view by clicking the button to the left of New Shared Space. 
   
2. Click the three dot menu icon and select Duplicate.  A message will populate informing you of what will be duplicated. Click Duplicate.
3. The title of the duplicated Shared Space will have the word Copy in front of the previous title. To edit the title of the Shared Space, open it and click the title. Add a new name for the Shared Space. This will help you differentiate the space and tailor it to your customers.

The quick way to awesomeness on iOS

• Create a Shared Space
• Duplicate an existing Shared Space

Do this step by step

Creating a new Shared Space

1. Tap the Shares tab, then select Shared Spaces. Tap the plus sign to begin building your new Shared Space.
2. In the Shared Space title field, create a customer-facing name. It will also be helpful to differentiate it from others you may create later.
3. Choose if participants can download content by toggling Allow Content Downloads on or off.
4. Choose if participants can invite others to the Shared Space by toggling Allow Invites on or off.
5. Tap Create when ready.
6. Once you've created your Shared Space, you can tailor it to your audience. Tap the description section to add a short introduction or a welcome note. Type the message you want participants to see when entering the Shared Space.
7. You can also upload the customer's logo to customize it for your audience. Tap Browse to select an image, take a photo, or choose a file. The maximum size of the logo permitted is 5 MB. Remove the logo by taping the three dot menu.
8. To resize the photo, drag the bottom right corner to your desired size. The header will adjust accordingly. The other aspects related to the look and feel of the Shared Space, such as your company logo, will be managed by your administrator. You can, however, resize your company logo by dragging its corner to your desired size. Once the file is uploaded, you can format the background to be transparent if your logo file is a PNG. Tap the three dot menu, then select Format Background. Toggle on the option Use transparent background for PNGs.
   To delete the logo, tap the three dot menu and confirm the removal.
9. When you want to see how your Shared Space looks to your invitees, you can quickly preview it from their perspective by tapping the Preview link in the blue banner.
10. Tap the three dot menu to set your Profile & Preferences, Get a Link, Duplicate the Shared Space, or access your Settings anytime.

    Note: Shared Space settings options are limited on the iOS app. Such as allowing external participants to download, upload, or invite. However, all settings for the Shared Space can be modified on the Web or Windows Desktop app. 

11. Select a theme for your Shared Space from the Settings menu. Your administrator manages the available themes.

Note: To see how you can add content and invite people to your Shared Space, continue to Adding content to your Shared Space and Inviting people to Shared Spaces.

Duplicate an existing Shared Space

Instead of creating a Shared Space from scratch for each set of customers, save time by duplicating an existing space. When you duplicate a Shared Space, the title, logo, description, internal content, and content descriptions will be copied into the new Shared Space. The participant invites, comments, and external content in the original space will not be duplicated. The activity timeline will be cleared

Consider creating a template of the ideal Shared Space for yourself and your customers that can be easily duplicated and repurposed.

1. Navigate to the Shared Spaces tab and locate the one you wish to duplicate. 
2. Tap the three dot menu and select Duplicate. 
3. A message will populate informing you of what will be duplicated. Tap Duplicate.
4. The title of the duplicated Shared Space will have the word Copy in front of the previous title. To edit the title of the Shared Space, open it and tap the title. This will help you differentiate the space and tailor it to your customers.