Portfolio - Attaching Multiple Files & Showing Description

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Laura Lloyd

• 03 May 2024 00:50

Hi, 

I am aware that you can upload multiple files to a portfolio however creating the portfolio item, saving, then going back in to upload multiple files becomes tedious. 

It would be great to have the option to upload multiple files as you are creating to portfolio item. 

Also, it would be great to see the description in the table when viewing portfolio. We can see issuer, issue date etc. but when there are multiple of one portfolio type it would be ideal to see the description straight away. 

Thank you, 

Laura

6

• 

  Bekky Sommer

  • 03 May 2024 03:42

  I also agree, in relation to the description being visible. We have also had feedback from users that being able to open the document directly from portfolio as opposed to clicking on the portfolio item which opens another screen to then click on the document. 

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