Navigating Share Rooms

Overview

For companies whose prospects are frustrated tracking down documents during the buying experience, Share rooms allow sellers to share and update sales materials for their buyer in one persistent, branded space. Unlike email, prospects can easily find the most up-to-date information. For more information on generating a Share room please visit Share Rooms.

Sections

• Overview of a Share Room 
• Manage Share Rooms
• How to Add and Remove/Hide Files 
• How to Add a File to an Existing Room 
• How to Update a File in an Existing Room to the latest version
• How to Hide a File/Re-Add a Hidden File
• Recover Hidden Files

Overview of a Share Room 

1. Customer Logo

2. Company Logo 

3. Room Title and Description 

4. File List View  

5.  File Inventory

Manage Share Rooms

1. Manage Content: A library of files included in the Share room 

2. Viewer Insights: Behaviors of viewers interactions with content  

3. Content Insights: aggregated viewing analytics for each file in the room (including hidden/archived files)  

4. People : A cumulative list of People who’ve filled out access forms and viewed the room.  

Note: Each Access Form only needs to be filled out once per viewer on each unique device or browser they are using for each Room they have access too

How to Add and Remove/Hide Files 

Share rooms are the single source of truth for your buyers and can be updated continuously throughout your sales cycle. Files may be added and hidden from the room management screen.

How to Add a File to an Existing Room 

Add a File to a existing room by: 

1. Click the “Add Files” option in the Share Room

2. Browse the Content Structure or Search for the Files you want to add to the Share Room

3. Save the Share Room or Delete the File if you chose the wrong File.

How to Update a File in an Existing Room to the latest version

Update a File in an existing room by: 

1. When a new version of a File that is already in a Share Room is available you will see a "Update” icon in the Share Room File list.

2. Click the "Update" button to update the File.

3. This action can not be undone, so make sure you want to use the updated version of the File before confirming the action.

How to Hide a File/Re-Add a Hidden File

Hide a file that is no longer needed in the Room

1. Navigate to the list of files in the Share Room

2. Locate the desired file

3. Select the ellipsis (...)

4. Select “Hide from View” 

Recover Hidden Files 

You can add files back to view once hidden. 

1. Locate “Hidden Files” Section at the bottom of the section

2. Locate the file you wish to recover

3. Select the more option represented by the ellipses the “Unhide” option