Search and find saved or shared bundles
To help you find bundles from your library that you have saved, there is a search feature available to you

Start typing into the search bar and results will be displayed either under ‘Your Bundles’ for bundles you have created.
or your organisation, practice, or departments shared bundles under the relevant heading.
If you have ‘Categorised’ your bundles, you can quickly access bundles from each category from the drop down list under the search. This is a helpful feature when your Bundle Library is starting to become extensive.
Bundle Menu
The bundle menu allows you to customise your Bundle for its chosen purpose

Set bundle category
Categorising bundles allows you to organise your bundle list into categories making it easy for you to find them when you need them.
This GoShare training video explains how to add a category to a saved bundle, which makes it easier to find your bundles in your favourites area.
To add a bundle to category, select the bundle menu ellipses and then select ‘Set bundle category’
You will then be able to either add the bundle to an existing category by checking the box,
or Create a new category for you bundle to feature in by entering your Category title into the field at the bottom of your Category list.
Make sure to click ‘Save’ to save any changes.

NOTE: Each bundle can only be in a maximum of 2 categories at one time
Edit Bundle Copy
You are able to create a custom message for each one of your created bundles.
This GoShare training video explains how to make changes and customise an existing pre-packed bundle.
All GoShare bundles will have default copy applied passed down from either your Organisation or Branch. To edit this for a specific bundle click on the bundle menu and select ‘Edit Bundle Copy’

You will be able to edit the Email, SMS, and Landing page copy of a bundle. First you must check the box of which copy you would like to edit.
You are able to go in and type your new message.
SMS messages from GoShare have a character limit of 296 characters. There is a counter down the bottom right of the SMS Message field that allows you to see how many you have used.

Create copy of bundle to edit
If you need to add or remove resources from an existing bundle, or if you have been shared a bundle that you wish to make changes to, you can select ‘Create copy of bundle to edit’ from the Bundle Menu.
This GoShare training video explains how to make changes and customise an existing pre-packed bundle.
Once selected, your chosen bundle will move into your ‘Unsaved Bundles’ where you will be able to remove any unwanted items by selecting the trash can icon or add new items by going back into the content library and selecting
Once you are happy with your selection, you can select ‘Save Bundle’ to add it to your library. At this point you may want to remove the old bundle if it is no longer needed.
Delete bundle
If you ever need to remove a bundle from your Bundle library you will need to seelct ‘Delete bundle’ from the Bundle Menu.
NOTE: If a bundle is deleted from your library, the details of it and the reporting data is still kept on the Dashboard
Permissions
Permissions allow you to share you created bundles with others from your Branch or Organisation. To share a bundle select ‘Permissions’ from the Bundle Menu.
Depending on your level of access (Org Admin, Branch admin, or regular User), will determine who you will be able to share you bundle with. Select the appropriate option from the list.

NOTE: If you are wanting to share your bundle with your branch, you must select it from the list, which may require you to scroll to find it