How to add a portfolio to a Group
Go to Search Portfolios, on the left sidebar and select the Group of interest from Portfolio Groups. 1. Click Edit Group Details. 2. Use the Search box to look for the portfolio you want to add or scroll through the list below. 3. Select the portfolios wich will be added to the Group. 4. Click View Group […]
How to create a group
1. Go to Search Portfolios, on the left sidebar and select Portfolio Groups. 2. Click Add Group. 3. Under Add a New Portfolio Group fill in the Title. 4. Search through the existing portfolios. 5. Select the portfolios wich will be added to the Group. 6. Click Create Group.
How to delete a portfolio
1. Click the Search Portfolio button and navigate to the Portfolio you want to delete 2. Click the Delete this Portfolio icon and confirm you wish to delete
How to edit portfolio details
1. Click the Search Portfolio button and select to Portfolio you wish to edit 2. Once in, click the Edit icon 3. Edit the details you need to, once done click Save
How to export portfolio
1. Navigate to the Portfolio you wish to export 2. Click the Download button within the details box.
Import by IMO
1. Navigate to the Portfolio you wish to add the import to 2. From the Portfolio Overview page select Add Policy 3. Ensure you are on the Add Policies By IMO tab 4. Download Known MMSIs Excel Template File and open it 5. Follow the onscreen instructions to fill out the Excel sheet 6. Once finished […]
Import by MMSI
1. Navigate to the Portfolio you wish to add the import to 2. From the Portfolio Overview page, select Add Policy 3. Ensure you are on the Add Policies By MMSI tab 4. Download Known MMSIs Excel Template File and open it 5. Follow the onscreen instructions to fill out the Excel sheet 6. Once […]
How to create a portfolio
1. Go to Search Portfolios, on the left sidebar 2. Click Add Portfolio 3. Under Add a New Portfolio fill in the Name, Portfolio Type and Description 4. Under Premiums Fill in the Premium and Previous Year Premium 5. Under Enable events recording you can optionally tick Dark activity and Static detail change if you […]