List of magazines

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Table of contents

List of portfolio

Portefeuille - Revue - Liste des revues diaporama portefeuille

Filter the list of portfolio reviews

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It is possible to filter this list of portfolio reviews with a filter criterion:

Click on Save to apply the filter and Close to return to the list

This screen displays the reviews created in the Slide show

This review is based on the slideshow template created for portfolio. Slideshow templates

You can view the slideshow in draft mode, or create and start the review.

In the magazine, you can view the homepage of each project (defined in the slideshow template), access the project with a single click, and view its project file. You can navigate project by project with the blue arrows, via a menu and via a quick search.

You can add comments for each project at the bottom of the screen.

Button name	Description
Join the magazine	This button allows you to join a review that has already been created. It is still possible to join the review, even if it has been completed and a review of portfolio has been created.
Delete	This button deletes a previously created review and its report. Rights required : Deletion of a portfolio

Creation of a portfolio

Join a magazine

Voici les champs retrouvés dans cet écran :

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General actions

Apply

Save

See the history

Delete (right required : Deletion of a portfolio)

🚦

Rights required :

Creation of a portfolio

Button name	Description
Join the magazine	This button allows you to join a review that has already been created. It is still possible to join the review, even if it has been completed and a review of portfolio has been created.

Review of a portfolio

When the review is complete, you can create a report of the meeting.

The minutes summarize all the discussions that took place on each project during the portfolio review.

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Taggez un utilisateur directement dans un commentaire en utilisant le symbole @ pour lui envoyer automatiquement un e-mail qui l’informera de votre mention. Votre utilisateur apparaîtra en rose, et les autres utilisateurs en bleu.

General actions (modification)

See the history

Apply

Save

🚦

Rights required :

Name	Description
Fold everything	This button folds all lines: attributes in theexchange
Unfold all	This button unfolds all lines: attributes in theexchange
Fold	Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected)
Unfold	Unfold a table row: display certain elements (depending on the grouping selected)
Members	This button is used to add a field (if not already added): - Participants It will also be possible to deselect fields to remove them fromexchange.
Dates	This button is used to add a field (if not already added): - Declared date It will also be possible to deselect fields to remove them fromexchange.
Attributes	This button is used to addexchange exchange These attributes must be added to a template ofexchange. exchange You can then select a template this buttonand the attributes will be added to theexchange currently being created. It is also possible to deselect attributes to remove them fromexchange.
Document	This button is used to add a field (if not already added): - Attachment(s) It will also be possible to deselect fields to remove them fromexchange.
Share	Sendexchange to contacts by e-mail
Insert template	This button is used to select a template .exchange exchange and insert the attributes added to template intoexchange. 🚩 This button appears on contextual menu of a exchange
Delete	To delete a exchange already created Rights required : Delete a exchange 🚩 This button appears on contextual menu of a exchange
Add a file	🚩 This action concerns the field Attachment(s) You can add a document to this attachment. For example, if the attachment is labelled "Document 123", you will be able to upload a file called `.pdf`, `.html`, `.docx`, `.png`, `.bmp`, `.gif`.xls, .xlsx, .txt...
Add an attachment	🚩 This action concerns the field Attachment(s) This button is used to add a new line to the list of attachments onexchange, and therefore to add a new file. 🚨 A maximum size is imposed for security reasons: 10MB for each document added Message error message displayed: file "XXX.xxx" (x GB) exceeds maximum size allowed (10.00 MB) DD/MM/YY HH:MM This is a server configuration setting, default: 10MB
Edit attachment	🚩 This action concerns the field Attachment(s) This button is used to change information about the attachment already added.
Delete attachment	🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment attached to theexchange