The Portfolio screen allows you to easily manage a great number of companies.
There are 11 options:
1. Clicking on the grey "Your Portfolio" will take you back to your Portfolio. If you are already on the Portfolio screen it will refresh the page.
2. Clicking on the grey "Form New Company" will start the formation wizard. See Form New Company for details. The new company, once formed, will automatically be added to your Portfolio.
3. Clicking on the grey "Import Company" will allow you to add another company to your Portfolio. See Import Company for details of how to do this.
4. Clicking on the grey "Documents & Reports" will open the Document Library.
5. The "Account" button will help you manage your account with Inform Direct including the option to have additional users. See Account for details.
6. The "Your Profile" button will allow you to update your details including how to reset your password or access the settings feature. See Your Profile for more details.
7. Logout logs you out of Inform Direct.
8. The pencil icon will offer all available shortcuts for that company. Clicking on the short cut will start the relevant flow.
9. The blue arrow simply takes you to the Dashboard for that company.
Other things to note:
The Yellow Triangle in the Check Alert column. Yellow Triangle
