Sharing Within Content (Web Presenter)

InsitePortfolio 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.

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. Navigate to the desired content item.
  2. Click on the Portfolio icon
  3. Select the Collection that contains the Content Item
  4. Select the Content Item
  5. Click on the Share Icon in the bottom right corner.
  6. If the content is a PDF, a window appears, providing three ways for users to share content.
    • The Entire Document tab shares the whole document with the client.
    • The Current Page tab shares only the page currently displayed.
    • The Multiple Pages tab allows users to select multiple sections of the Content Item based on pagination.
  7. Clicking on the selected Tab opens a sharing template with the Content Item attached.
  8. Add the client's email address.
  9. Add a message to accompany the attached items.
  10. To add additional items click Add more items… on the right side of the page.
  11. Click Share to send the email and content item to the client.

    NOTE: Depending on your company's InsitePortfolio settings, a confirmation email may be sent to your email address.

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