FAQ - How to link Assets to a Portfolio in Bulk

To link multiple Assets to a Portfolio follow the below steps.

Select the Assets using the little block on the left next to each one and then select Bulk update and Portfolio.

To link only one Asset to a Portfolio follow the below steps

Search the Asset and select View. Click in the drop-down box under Portfolio and choose the Portfolio to link the Assets to.

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Last updated on January 13, 2022