This page provides explanations of common tasks and actions within the portal, as well as explanations of related concepts. All explanations provided are for informational purposes only and remain subject to our Terms of Use. If you require assistance that is not covered below, please contact us.
Please go to MY ACCOUNT and then click MY SALES from menu to the left. Then click NEW SALE.
From MY SALES, select DRAFT SALES from the ACTIVE SALES dropdown menu. Place your cursor over the profile you wish to delete and select END PROCESS.
Please click on the button at the bottom of the section of the profile you have edited.
Please click the sub-heading to open the content editor for the profile sub-section, and click SELECT FILE(S). (File uploads are only permitted for sub-sections with the SELECT FILE(S) button.)
To include a page from a PDF document in a profile section, export that page to an image file. PNG is the recommended image file type. After that, please click the sub-heading to open the content editor for the profile sub-section, and click on the insert/edit image icon in the content editor tools.
To include a PDF document as an attachment to a profile sub-section, click SELECT FILE(S). This option is available for multi-page PDF files and is only permitted for sub-sections with the SELECT FILE(S) button.
Complete the required fields in Asset Overview, Transaction Overview, Proposal Requirements and Access, and then click SUBMIT.
