Shared Folders Guide

Collaborate on and Share Newsletters & Templates

👋 Just a heads-up!

The Shared Folders and collaboration feature is available only on Smore for Teams Accounts.

A Team Account allows teams to:

• Create newsletters together
• Share templates
• Communicate consistently across the organization

We know how important collaboration is in the workplace, and here at Smore, we use it every day to share knowledge and work on projects together.

With the Shared Folders feature, you can:

• Share newsletters with other members of your Team Account
• Collaborate on the same newsletter in real time

This guide will walk you through everything you need to know about using this feature!

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How to Create a Shared Folder

1. Open your Newsletter tab

2. Click the "Add a New Folder" button

   

3. Give it a Name and click "Create" to finish

   

4. Click "Share this folder" to start adding members of your team

   

5. Type in members' names and assign a role within the folder:
   • View: Can access Analytics and duplicate newsletters into their own account.
   • Editor: Has Viewer permissions, plus can add, remove, and edit newsletters in the Shared Folder.

   • Admin: Has all permissions, including managing sharing settings and deleting the entire folder.

     

6. Click "Add Newsletters" to complete the process

   

✨ Pro Tip: Use Shared Folders to keep your team organized by creating one folder per project, school, or campaign.

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How to access the Shared Folders

1. Click “Newsletters” in the Menu Bar

2. Find Your Shared Folder on the left side of your screen

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Remove Newsletters from your Shared Folder

1. Open the Shared Folder, and the newsletters added to that folder will appear.

2. Hover over the newsletter thumbnail and click “Options.”

3. From the menu that appears, select “Remove from folder.”

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Need more help? Reach out to [e-mail]!