Sharing Content (iOS)

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: Prior to sharing, set up My Profile so your profile image and email signature are included with every email.

Sharing Content from within a Collection

Share items at the Collection level to send multiple content items to a client at once.

  1. Tap into a Collection.
  2. Tap the Action Icon in the upper right corner.
  3. Tap Share.
  4. Shareable content items have a circle in the bottom right corner. Unshareable content items are greyed out. Tap on an item to select it.
  5. Tap Share.
  6. A Share Items template appears. Add the recipient's email, edit the prepopulated Subject (if necessary), and add a note in the Message box.
  7. The selected items appear at the bottom of the template. To remove an item, tap on it, and a remove popup appears. Tap Remove. To add additional items, tap the plus sign .
  8. Tap Share. Or, tap Cancel to Delete Draft or Save Draft for a later time.
  9. NOTE: To share content another way, longpress on a content item, and two small buttons appear. Select the Share button, and follow the instructions above.

Share Content from within a Content Item

Share from within a content item to send one content item to a client quickly. To share from within a content item, follow the steps below.

  1. Tap into a Collection.
  2. Tap on a content item.
  3. Tap on the Action Icon in the upper right corner.
  4. Tap Share. If the document is a PDF, select Entire Document to share the complete PDF, Current Page to share the current page, or Multiple Pages to select multiple pages to share.
  5. Follow the same sharing process as outlined above.

Share Content from within a Playlist

Share content from a Playlist to ensure the client receivs the most suitable content every time.

  1. Tap on the Playlists icon.
  2. Tap on a Playlist.
  3. Tap the Action Icon in the upper right corner. Shareable content items have a circle in the bottom right corner. Tap on an item to select it, or tap Select All.
  4. Tap Share.
  5. Follow the same sharing process as outlined above.

View Sharing Information

View your Outbox, Drafts, and Shared emails in the More section.

  1. Tap More at the bottom of the screen, then tap Sharing.
  2. Tap Outbox to view shared emails currently in the queue. Emails only appear in the queue if they were written while the device was offline. Once the device is online, emails in the outbox are sent automatically.
  3. Tap Drafts to view saved drafts. Tap on a draft to edit or delete the message, then tap Share.
  4. Tap Shared to view your sharing history. Tap on an email to view it, then tap Share to reshare it.

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