How to Share a Portfolio

How to Share a Portfolio

Learn how to share portfolios using SigniFlow's Portfolios feature.

Step 1: Log in to your SigniFlow account.

Step 2: Navigate to the Portfolios section.

Step 3: Select the portfolio you want to share.

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

Step 5: Choose the sharing option: share with your business as a whole, or with a designated department, team, or user.

Step 6: Specify the access permissions for the shared portfolio (view only, edit, etc.).

Step 7: Confirm the sharing settings.

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



Conclusion.

Sharing portfolios with SigniFlow's Portfolios feature empowers businesses to enhance collaboration and streamline document management processes effectively.