How To's (Basic)
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      3. How To's (Basic)

      How to Add a Portfolio

      1. Click on the “Portfolio” prompt within the Navigation Bar to open the Portfolio screen


      2. Utilize the “Add” prompt at the top of the Centre Window to open the Add Portfolio pop up


      3. Fill in the form as required, pressing “OK” to save your changes.


      4. The new portfolio will now be added to your database.