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Sharing files/content
Harriet Shakked avatar
Written by Harriet Shakked
Updated over a week ago

Files and content can be shared in most sections of a room from multiple sources.

See below list of source:

The table below identifies which content is most suitable for each section type:

Section Type

Content

Source of content

Carousel section

case studies, short decks, documents

multiple sources

List section

links, case studies, allows bulk upload

multiple sources

Plan section

links, documents

can attach files to each next step

File Sharing

mutual file and link sharing seller and customer/prospect

multiple sources

mobile section

short decks (to show on mobile)

from library, embedded links

Customers and prospects can add their own files and content to the plan section and list section.

For rooms with a lot of links and file sharing, additional links and content can be added to the File page. (This page can be hidden if not needed.)

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