Passportal Help

File Sharing

To create a new document, select the "Create" button:

The default template will be displayed to create your document:

Alternatively, you can customize this template in the "Templates" section.

If you have assets saved, you can link them to these documents. by selecting the asset from the drop-down options in the form:

You can attach files to be linked with this document and add a description of this document from the side panel when creating or editing a document:

You can link this document to other items in Passportal:

You can add Tags to help users search for terms associated with this document:

Version information will be displayed when editing an existing document:

When you are finished, select "Save".