Portfolio Document Creation and Property Allocation Guide

This article explains how to create documents in the Portfolio module, publish them to selected properties, verify the draft status, and assign the documents to employees.

Steps to Create and Publish Portfolio Documents

1. Login as a Corp User and navigate to the Portfolio module.
   
   
   
    
2. In the Portfolio section, go to Portfolio Documents.
   
   
   
    
3. Select the desired folder where you want to create the document.
4. Right-click anywhere on the screen and select Create Document.
   
   
   
    
5. Enter all the required document details and upload/create your document content.
6. Once the document setup is completed, click Publish.
7. During publishing, select the property or properties where you want to allocate the document.
   
   
    
8. After publishing, the document will automatically be allocated to the selected properties with Draft status.
9. Now navigate to the Properties module and open the respective property.
   
   
    
10. Verify the document under the property documents section. The document will appear with Draft status.
    
    
    
     
11. Open the document and assign it to the required employees.