Portfolios help users group assets together to streamline daily activities such as event planning and document retrieval.

Create a portfolio

To set up a portfolio, follow these steps:

1. Go to the Portfolios section within your organisation.
2. Click on ACTIONS > Create portfolio and input a name, description, and choose a colour for the calendar.
3. Once the portfolio is created, you can begin adding assets to it. You can do this either from the Assets tab.
4. If a portfolio has been added to an event, these events will appear in the Calendar. For more information on events and inviting recipients, check out our Events guide.

Archive a portfolio

• To remove a portfolio, go to the Settings tab of the portfolio and click ACTIONS > Archive Portfolio.
• All archived portfolios can be found in the Archived tab of your organisation's portfolios.

Instant access

Users can use the portfolio filter to speed up retrieval of organisation events.

Related articles

• Document templates
• Notes