How to store, edit, and view Portfolio Company Files

Managing Files from a company's profile

Navigate to Portfolio on the left side panel. To see the Files for a specific company, click the relevant company's name.

From the company's profile, click Files from the inner left side pane. Within this view, you will see a list of all Files associated with a company. Click a specific File Name to open it.

You are also able to rename or delete a file by clicking the three dots to the right of the file.

To add a new file, simply press +New file in the upper right corner. 

Note: Any files that have been submitted through a Request will be automatically added here. 

Please let us know if you have additional questions!