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View & Reactivate previous content versions

Need to review previous edits or go back to an earlier version of your content? With Version History, you can view who made updates, when changes were made, and easily reactivate any previous version when needed.

  • Go to your Content screen.
  • Click on a piece of content.
  • In the pop-up, click the INFO button.
  • A panel will open showing all the details of the content, including: folder location, creator and creation date, latest update, content ID, etc.
  • Scroll down to the version history to view:
    • A list of all versions
    • When each version was created
    • Who created them
    • The current status (Active or Previous)
    • The most recent, Active version is highlighted in green

Want to go roll back to a previous version?

  • First click on an older version. Then click SET ACTIVE  to make it the current live version.
View your content in a list

By default, Salesdrive shows your content in tile view, so you get a visual feel for your folder.

Prefer a simpler layout?

Click the list icon in the top right. Your content will switch to list view instantly.
To switch back to tiles, just click the icon again.

Choose the view that works best for how you like to browse.

How to create and use a Playlist

Create a playlist

  • Click the green PLAYLISTS button.
  • Click CREATE PLAYLIST.
  • In the pop-up window, enter a name for your playlist and choose a poster image.
  • Click CREATE PLAYLIST.
  • Drag and drop content into your playlist.
  • To rearrange the order of the items, drag them up or down in the list.
  • Once you’re finished, you can either start presenting your playlist immediately or return to the playlists overview. Your new playlist will be automatically added there.

Present a playlist

  • To present a playlist, click the three dots next to the playlist.
  • In the pop-up menu, select PRESENT.

    Alternatively: click on the playlist to view its content, then click PRESENT at the bottom of the screen.
  • When presenting, you’ll see a playlist icon in the upper-right corner. Click it to see a vertical list of your playlist content.
  • Use the navigation buttons at the bottom or click on any item to navigate between content.
  • To stop presenting, click the arrow in the top left corner.
Upload multiple files at once
Share the Home screen folder with your Teams
  1. Go to “Home”
  2. Search for the Folder you want to share
  3. By clicking on the three dots in the bottom right corner of the folder icon, you go into the details of the folder
  4. Here you can make the folder visible to all teams you want to make it available to

A folder and its files can be shared with all available teams, but please note that all files need to be shared with the specific teams as well in order for the teams to see the files.

Example: if you create a folder with all price information for the accessories, make sure that these files are shared with the teams as well in order for the teams to see this information.

Add content files / presentations to the Home Screen folder
  1. Go to “Home”
  2. Search the file you want to add to the folder
  3. By dragging and dropping this specific content file to the folder, you add this file to the folder. It will become part of this new folder
  4. You can do this with all types of content files or presentations

Create a new folder in your Home / Show screen
  1. Go to “Home”
  2. Click on the button “NEW”, that you will see on the top right side of your page
  3. If you clicked on this button, you see that you can choose between Presentation, File, App and Folder. Click on Folder
  4. You can now give this folder a name and make is visible for specific teams
  5. Click on ‘Create Folder’ and the folder appears in your Home view and in the Home view of the teams you made it visible to
Delete files from the library

After you select a file in your folder, you will see multiple permisssion options when you scroll down

Click on the DELETE button to delete a particular file

Setting usability of files in the library

After you select a file in your folder, you will see multiple permisssion options on the right hand side

  • “Audience Personal File” – Enable this option if you want to tag a file as being personal only to your Audience
  • “Audience Picture“ – Enable this option if you want to use this picture as an Audience picture
  • “Desktop background“ – Enable this option if you want to use this picture as a Desktop background
  • “File icon“ – Enable this option if you want to use this picture as a file icon
  • “Folder icon“ – Enable this option if you want to use this picture as a folder icon
  • “General Document“ – Enable this option if you want to use this file as a general document
  • “Presentation Content“ – Enable this option if you want to use this file as a Presentation Content
  • “Presentation Poster“ – Enable this option if you want to use this picture as a Presentation Poster. A presentation poster is the image of the presentation that appears on the home-screen
  • “Slide Background“ – Enable this option if you want to use this picture as a slide background
  • “Team picture“ – Enable this option if you want to use this picture as a team picture
  • “User picture“ – – Enable this option if you want to use this picture as a user picture

The changes will be saved automatically. A pop up will appear in the top right corner to say that the changes are saved

Show files in the library
  1. Click on the file in the folder, on the right hand side you will see an option “Open”
  2. Click on Open
  3. The file will open in your device