Saving a Portfolio

Once the portfolio is complete it can be saved choosing Save from the File menu. Once named and saved your portfolio will appear in the list of available portfolios from the Active List Selection screen. As with Saved Lists, the Portfolios can be saved in the public domain by changing your privacy settings.

A portfolio can be saved with a separate display name in 'Settings' so that you can have a client friendly name on Portfolio Scans and still save them in public folders or under administrative names, etc.

If you have a previously saved portfolio you can also use the Quick-save icon which will appear next to your portfolio Total weighting/value.