File sharing

Being able to share material with your customer is important. Share entire presentations, individual slides, pdf's, videos, contracts, etc. directly from the app - even during a presentation!

How to share individual documents

Sharing-1-file
  • Open the document you wish to share
  • Activate the top menu by tapping the top of your screen
  • Click "Share" and choose whether you want to "copy a link" or "share by email"
  • "Copy a link" copies a link to your clipboard that you can paste to your email, social media, sms or other communication channels. The link takes the recipient to a download page.
  • "Share by email" opens your email client and generates a draft with a link to the download page.

How to share multiple documents with favorites

Sharing-from-favorites
  • Start, by starring the files that you’d like to share
  • When you're ready, go to tools, then tap favorites
  • From favorites, click Share and choose whether you want to "copy a link" or "share by email"

Important: You must have your email account configured in your devices’ settings to be able to use the sharing via email functionality.

Download page

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  • Your recipient will receive a link to a download page that has all your shared content.
  • It will display your colors and logo if you have already set them in Showell Admin's account settings page.

Content Share tracking

share-tracking

  • When a prospect/customer downloads the file you've shared with them you will receive a notification email. 
  • You get valuable information about the level of interest of your prospect/customer has if they do or do not download the material you've shared with them.
  • A download notification also works as a good reminder to follow up with the prospect/customer at the right time.

Tip: If you don't want to track your shares you can disable the notifications via Admin. If you don't have Admin privileges reach out to your Administrator. 

To disable Content Share Tracking

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  • Go to Admin 
  • Go to My Settings
  • Disable the notifications

Tip: To disable the feature from the entire account please contact us at support@showell.com