How to add a File to a Portfolio

How to add a File to a Portfolio

Learn how to add files to SigniFlow's Portfolio feature

Step 1: Log in to your SigniFlow account.

Step 2: Navigate to the Portfolio section.

Step 3: Select the desired portfolio where you want to add the file.

Step 4: Click on the "Add File" button within the selected portfolio.

Step 5: Choose the file you want to upload from your device.

Step 6: Optionally, add any relevant workflow, form, or placeholders.

Step 7: Save the changes.

To see a visual walkthrough of adding a file to a Portfolio, watch the accompanying video tutorial here.



Conclusion:

Now that you've learned how to add files to SigniFlow's Portfolios, you're equipped to streamline your document management process efficiently.

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