Help CenterHelp for Dossier & Portfolio PortfolioLink to Documents in Your Interfolio Dossier

Link to Documents in Your Interfolio Dossier

After creating a section of your Portfolio, you can link directly to non-confidential documents stored in your Interfolio Dossier.

Click "My Portfolio" on your Interfolio Account Dashboard

Click the edit icon next to the section where you want to link to a document

Click the edit icon next to the section where you want to link to a document

The additional actions menu will appears to the right of the screen

The additional actions menu will appears to the right of the screen

Click "Link A Dossier document"

 Click "Link A Dossier document"

Select the document from the drop-down list and press Save

Your document will appear underneath the section you indicated.

 Select the document from the drop-down list and press Save

Your document will appear underneath the section you indicated

Note: If a document does not appear in the list of non-confidential documents, it might be in your Dossier archive

If you do not have any documents in your Dossier yet, now would be a great time to add some!

Your document will appear underneath the section you indicated