Hemlane allows you to create portfolios (or group properties together) to assist you with organizing and filtering for specific property groups within your Hemlane account. For details on how to create a new portfolio, edit an existing portfolio, or delete a portfolio, please see below.
How to create a new portfolio:
Step 1: Click into your Properties tab from your left side panel
Step 2: Select the "Manage portfolio" option from beneath the [Add Property] button
Step 3: Select the [+ New Portfolio] button in the upper right-hand corner of your screen
Step 4: In the pop-up window, provide a name for your portfolio, select which properties will be added and click [Save] to save your changes
How to edit a portfolio:
Step 1: Click into your Properties tab from your left side panel
Step 2: Select the "Manage portfolio" option from beneath the [Add Property] button
Step 3: Click "View" to view the details of the portfolio you'd like to edit
Step 4: Click "edit" to update the portfolio
Step 5: Make any changes and click [Save] to save your changes
How to delete a portfolio:
Step 1: Click into your Properties tab from your left side panel
Step 2: Select the "Manage portfolio" option from beneath the [Add Property] button
Step 3: Click "View" to view the details of the portfolio you'd like to delete
Step 4: Click "delete" to delete the portfolio
Step 5: Confirm the portfolio deletion by clicking "delete"
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