Once you log onto the platform, you will be directed to the Portfolio view. This will be primarily blank upon first logging on as it is designed to be fully customizable. Here, you have the ability to do the following:
Create and organize My Portfolio in a number of ways with the ability to share portfolios among your colleagues
Follow along with other colleague's shared portfolios under Company Portfolios
View All Company Documents you have access to (Fig. 3.1)
Create a portfolio from scratch by selecting the (+) sign next to My Portfolios. Name your portfolio, select save, and your newly created portfolio will generate under My Portfolios. Move and organize your portfolios by dragging the icon to the right of the portfolio name.
To follow along with any company-created portfolios, click on the search icon next to Company Portfolios. Here, you will have the ability to search for portfolios by a user or portfolio name. To follow a portfolio, click on the ribbon icon next to the portfolio name. This will highlight the icon purple and reflect on the left-hand side under Company Portfolios.
Adding to Portfolio
There are a number of different ways to add documents to a new or created portfolio by you. Look out for the Add to Portfolio button throughout the platform to house all of your important documents in one space. See below a few places to add documents to your portfolio.
Document Page: In the Document view, click the Actions button in the top right corner of the screen and select Add to Portfolio to add the current document in view to a new or existing portfolio.
Navigator Page: To add any number of documents to a portfolio within the Navigator view, select the respective checkboxes to the left of the document and click the Actions button in the top right corner. From here you are able to add to an existing or new portfolio.
Compare Page: By clicking the Actions button in the top right corner of both the Compare Metric and Compare Language tabs, you will have the option to add all documents in view to a new or existing portfolio.
Frequently Asked Questions:
Q: When is the right time to set up a portfolio?
A: As soon as you gain access to the platform! There are a multitude of publicly available instruments on the platform that you can use to build portfolios. Also, check under Navigator and All Company Submissions to see which documents from your portfolio have been submitted.
Q: What is the purpose of a Portfolio?
A: Portfolios were created as a tool for individuals to organize their documents and collaborate with team members. It is great for organizing documents based on a timeframe, industry, document type, and more.
Q: Can I un-share a portfolio after sharing it?
A: Yes. Simply click on the portfolio that you would like to alter, then re-click on the purple ribbon icon. Once the icon turns from purple to grey, it is no longer being shared. When clicking to un-share a portfolio, the user will receive a notification that a teammate is following that folder and will lose access to it upon un-sharing.
Q: Who can I share my portfolios with?
A: Users are able to share their portfolios with other members of their company or organization. Please note that by sharing your created portfolio, every member of your company will be able to follow and view it.
Q: If I share my portfolio with my company, can I give certain users access to edit the documents within that portfolio?
A: Unfortunately, this is not a current capability. Only the owner of the created and shared portfolio can make edits.
Q: How do I save a shared company portfolio to a portfolio of my own?
A: When you are looking at a shared company portfolio, select the checkboxes next to the documents you would like to add to your own portfolio (or select the top-most checkbox to select all), click on Actions > Add to Portfolio > A New Portfolio (or existing). This will now populate under My Portfolios.