Edit Google files to personalize your content

Customize Google Slides, Docs, and Sheets directly within Showpad to tailor marketing presentations for your sales opportunities. You can choose to create a new copy to preserve the original asset or update an existing file directly. Changes automatically sync between Showpad and Google Drive, keeping your content up to date while maintaining tracking analytics for modified files.

Key features

• Tailor marketing-approved Google files for your sales needs
• Use original and customized files together in Collections
• Upload all personalized file versions to My Files
• Retain analytics on the edited version of the original file

You need this to succeed

• Showpad Plus or Ultimate subscription
• Access to the Showpad Web App
• Google Cloud synced files added to your Experiences in Showpad, or
• Google Drive files added to My Files
• Google Slides integration enabled by your admin
• Files set to "can be personalized" by your admin

Note: You must have access to the file in Google Drive in order to edit it, and the sharing setting "Viewers and commenters can see the option to download, print, and copy" must be enabled.

The quick way

1. Navigate to a file in an Experience or My Files.
2. Open the three dot menu and select Open in Google Slides.
3. Create a copy of the file or overwrite it.
4. Make edits in Google Drive and return to Showpad to view your changes.

Do this step by step

1. Sign in to the Showpad Web App.
2. Locate the file you want to modify in an Experience or within My Files. Select it to open the Asset Viewer.
3. Click the three dot menu and select Open in Google Slides (or Docs/Sheets).
4. Choose how to handle your file edits based on where the file is stored:
   • Editing from an Experience: A copy is automatically created. Choose a destination folder in My Files, enter a name for the new copy, then click Create a Copy and Edit File.

   • Editing from My Files: Choose whether to update the existing file or make a duplicate:

     • Overwrite Existing: Applies all edits to the original file and reflects changes in all active Shares.

     • Create a Copy: Creates a duplicate file in My Files. Enter a new name, then click Create a Copy and Edit File.

       Note: Renaming a copied file directly in Google Drive will not update its name in My Files or Shared Spaces.

     

5. Enter your Google credentials if prompted.

6. Make your changes in Google Drive. Showpad automatically saves your progress within a few minutes.
   

   Note: Keep the Google Drive tab open until you finish editing. Closing the tab automatically initiates the final file upload to My Files. If you need to edit the file again later, you must create a new copy.

7. Return to Showpad and click Show to view the newly updated file.
   
8. To disconnect from Google Drive, click your avatar, open Personal Settings, select Google Drive from the left menu, and click Disconnect.