Create a Portfolio

How to Create Your First Portfolio

To create your first portfolio follow the next steps:

  1. Log in to Simur Studio and go to Portfolios section.
  2. Click on Create a new Portfolio.
  3. Enter a name for your Portfolio and click on Continue.
  4. Select the entity with which you want to associate the portfolio. Choose Personal if you want to associate it directly with yourself, or Business if you want to associate it with one of your companies.
    Note: If you own a company, we highly recommend creating the company profile first and then associating your new portfolio with it by selecting 'Business' instead of 'Personal'. This ensures that all communications are directed to your company rather than your personal profile.
  5. Go to the Portfolios section to view the Portfolio you have just created.

Create a Portfolio 1.png

How to Create new Portfolios

Once you create your first Portfolio, a new Settings button will appear in the left menu. You can now access the Portfolio section and create new ones. 

To create a new Portfolio follow these steps:

  1.  Go to Portfolios section.
  2.  Click on Create a new Portfolio.
  3.  Enter a name for your Portfolio and click Continue.
  4. Select the entity with which you want to associate the portfolio. Choose Personal if you want to associate it directly with yourself, or Business if you want to associate it with one of your created companies.
  5. Go to the Portfolios section to view the Portfolio you have just created and other Portfolios you created before.

    Create a Portfolio 2.png

 

Upload 'Terms and Conditions' and 'Privacy Policy'

Once the Portfolio has been created, you must upload the 'Terms & Conditions' and the 'Privacy Document'. The Portfolio will not be available until these documents have been uploaded.

To do this, follow these steps:

  1. Make sure you are in the correct Entity, and go to Settings section.
  2. Enter in Portfolios.
  3. Choose a Portfolio and use the drop-down menu and click Edit.
  4. Select the documents and click on Save.

Uploads Terms & cond and Privacy p.png

Note: You can look that the Portfolios for which these documents are pending upload are marked with an orange exclamation icon.