Syncing my iPad contacts with InsitePortfolio

The first time the InsitePortfolioTM sharing items template is opened, a popup appears that reads, InsitePortfolio would like to access your contacts. Select OK to sync all contacts, or Don't Allow to ignore.

To sync manually:

  1. Tap on the iPad's Settings.
  2. Tap on Mail.
  3. Tap on Accounts.
  4. All email accounts connected to the device appear beneath ACCOUNTS. Tap on the arrow to the right of the account(s) to sync them.
  5. Turn on Contacts for each account you would like synced.

    NOTE: Outlook can memorize contacts, so it may appear people are official Outlook Contacts when they are not. In order for Outlook email addresses to sync with InsitePortfolio, names must be entered as Outlook Contacts. This is a feature of Outlook, not InsitePortfolio.

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