Sharing Content (Windows Tablet)

InsitePortfolioTM allows users to share Content Items with clients, providing them with access to marketing or sales materials from a distance. The content can be shared in part or in its entirety depending on the business needs.

NOTE: Set up My Profile first, so your profile picture and signature appear automatically every time you share.

Share Content from within a Collection

  1. Tap into a Collection.
  2. Tap the in the bottom right corner.
  3. Tap Share.
  4. Shareable content items have a square in the top right corner. Tap on the square to select an item.
  5. At the bottom of the screen, tap Next.
  6. A Share Items template appears on the left side of the screen. Add the recipient's email, edit the prepopulated Subject (if necessary), and add a note in the Message box. The selected items appear at the bottom of the template.
  7. Tap Share.

Share Content from within a Content Item

  1. Tap into a Collection.
  2. Tap on a content item.
  3. Tap the in the bottom right corner.
  4. Tap Share.
  5. Follow the same sharing process as outlined above.

Share Content from within a Playlist

  1. Tap the icon.
  2. Tap the in the bottom right corner.
  3. Tap Share.
  4. Shareable content items have a square in the top right corner. Tap on the square to select an item.
  5. At the bottom of the screen, tap Next.
  6. Follow the same sharing process as outlined above.
Have more questions? Submit a request