Export

Portfolios can be exported (made to be downloaded to a file) as a complete portfolio or by category if the portfolios have been built from a template.

How to Export a Complete Portfolio/Portfolio by Categories:

Exporting a Complete Portfolio:

  1. From the main dashboard, Click the Export tab in the top navigation bar.
  2. Select a Folder from the drop-down menu where the portfolios are stored.
  3. Select the portfolios you wish to move from the Available Portfolios column (use Ctrl+click/Command+click to select multiple) to the Selected Portfolios column.
  4. Click the Move link.
  5. Click the box next to include feedback if that is desired.
  6. Enter an Export Name in field above Generate Export button.
  7. Click the Generate Export button.
  8. Click on the Current Exports tab.
  9. When your export is ready, click on the Download link to the right of the request.

Exporting a Portfolio by Categories:

  1. From the main dashboard, Click the Export tab in the top navigation bar.
  2. Click the By Template tab.
  3. Select a Template from the drop-down menu.
  4. Select one or more Categories (use Ctrl+click/Command+click to select multiple). All are selected by default.
  5. Select the portfolios you wish to move from the Available Portfolios column (use Ctrl+click/Command+click to select multiple) to the Selected Portfolios column.
  6. Click the Move link.
  7. Click the box next to include feedback if that is desired.
  8. Enter an Export Name in field above Generate Export button.
  9. Click the Generate Export button.
  10. Click on the Current Exports tab.
  11. When your export is ready, click on the Download link to the right of the request.