This procedure allows you to upload the portfolio related documents and its associated hyperlinks.
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In the Portfolio Planning Details panel, click the Documents tab.
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By default, the last selected portfolio appears in the Portfolio ellipsis. To change the portfolio, click the Portfolio ellipsis in the tool bar and select the required portfolio.
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To view the existing attached documents, click the Attachment hyperlink.
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To view the existing document URL, click the URL hyperlink.
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Click the Insert Row icon to add a new row.
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Type the required Description.
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Click SAVE..
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(Optional) Attach the required document files. Follow the procedure below to attach the required document files.
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Click the Attachment field. The Attachment dialog box appears.
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Click the Upload button. The Upload Document dialog box appears.
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Click the Choose File button to select a file to upload and click the OK button. The Attachment dialog box appears.
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Type the description of the document in Document Description.
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Click the Close button.
The selected file is attached in the Documents tab.
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Click SAVE.
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(Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.
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Type the required URL in Comment or URL.
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Click SAVE.
The URL typed in Comment or URL auto-populates as a hyperlink in URL.
Click the Delete Row(s) icon to delete a selected row.
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