Customize Portfolio

Use this option to add a logo to a Portfolio. This allows clients receiving a questionnaire through a Flow to easily associate it with their company. Learn more about Flows here.

To do this, follow these steps:


1. Select the Company and go to Settings.

2. Go to Portfolios section.

3. Choose a Portfolio you want to customize, click on the drop down menu and select Customize Portfolio.

4. Upload your logo and click on Save

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