Filter

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

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 portfolio review report has been created. Slideshow - Viewing a portfolio review

Delete

Allows you to delete a review that has already been created, along with its report.

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 portfolio review report has been created. Slideshow - Viewing a portfolio review

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

Register

Validates your changes. This may redirect you to the previous page on some screens.

Seehistory

Displays the list of changes made to this journal by all users.

Stocks are sorted from the most recent to the oldest date.

Delete

Allows you to delete a review that has already been created, along with its report.

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

Register

Validates your changes. This may redirect you to the previous page on some screens.

Seehistory

Displays the list of changes made to this journal by all users.

Stocks are sorted from the most recent to the oldest date.

Delete

Allows you to delete a previously created exchange .

This button appears in the contextual menu an exchange

Share

Allows theexchange to be e-mailed to contacts. This button appears in the contextual menu an exchange

Here are the fields found in this screen:

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Recipients A

You can select users or search for them so thatexchange can be sentexchange by email. The contextual menu This field makes it easier to select recipients:

• Transmitter
• Participants
• Depending on their role (Roles)
• Delete all allows you to remove all recipients.

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Other A

Enter an email address to sendexchange someone outside the app.

A ; must be added between each email address.

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CC recipients

You can select or search for users so thatexchange is sentexchange via email as a carbon copy. The contextual menu This field makes it easier to select recipients:

• Transmitter
• Participants
• Depending on their role (Roles)
• Delete all allows you to remove all recipients.

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Other CC

Enter an email address to sendexchange someone outside the app as a carbon copy.

A ; must be added between each email address.

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Message in mail header

This field is used to enter text that will be displayed in the e-mail header, such as a comment.

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File in mail

If this box is checked, the attachments fromexchange included in the email

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Comments in the mail

This field lets you choose whether to include comments fromexchange your email. You can choose between: No comment, Last comment and All comments.

Attributes

This button lets you addexchange attributes exchange These attributes must be added to anexchange template . exchange You can then select a template the attributes will be added toexchange created. You can also deselect attributes to remove them fromexchange.

Insert template attributes

This button selects anexchange template exchange and insert the attributes added in the template into theexchange. This button appears in the contextual menu exchange.

Summarize using AI

This button allows you to generate an AI-generated summary of the report. Two types of summaries are available:

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Risk Summary: Focus on Identified Risks.

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portfolio Management Memo portfolio Management-focused brief, key points to monitor.

The selected summary is gradually built up in a side panel on the right.

The button is disabled if the content to be analyzed exceeds 2,000 characters (including HTML).

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 from theexchange.

Document

This button is used to add a field (if not already added):

• Attachment(s)

It will also be possible to deselect fields in order to delete them.

Members

This button allows you to add the field (if not already added):

• Participants

It will also be possible to deselect fields to remove them fromexchange.

Fold everything

This button folds all lines: attributes in theexchange

Unfold all

This button allows you to expand all lines: attributes inexchange.

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)

Add a file

This action concerns the Attachment(s) You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled .pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...

Add an attachment

This action concerns the Attachment(s) This button allows you to add a new line to the list of attachments, and therefore add a new file.

Edit attachment

This action concerns the Attachment(s) This button allows you to change information about an attachment that has already been added.

This window will then appear:

You can therefore modify three fields concerning the attachment:

• Wording
• status
• Version

Delete attachment

This action concerns the Attachment(s) This button allows you to instantly delete the attachment.