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The Portfolio handbook

Less figuring it out.
More making it happen.

From your first collection to a shareable showcase. Clear, practical guides for your identity, media and client testimonials.

35 practical guides

Your public showcase.
A clear next step.

Identity · Work · Client stories
35 guides
Start here

Your first portfolio,
one clear step at a time.

Build your identity, curate the work and share your public page.

  1. 1Create your portfolio
  2. 2Update your name and tagline
  3. 3Add a portfolio work section
  4. 4Choose a section cover
  5. 5Invite a client to leave a testimonial
  6. 6Preview and share the public portfolio

The complete portfolio guide

What would you like to do?

35 guides
Getting started

Create your portfolio

Set up the public page that introduces your work and makes it easy to contact you.

5 steps
Getting started

Find your way around Portfolio Studio

Know which section controls your identity, work and social proof.

5 steps
Getting started

Prepare a portfolio before sharing it

Use the overview checklist as a practical launch review.

5 steps
Identity & presentation

Update your name and tagline

Make the first impression clear and recognizable.

5 steps
Identity & presentation

Set separate desktop and mobile banners

Choose media suited to wide screens and phones.

5 steps
Identity & presentation

Choose existing gallery media as the hero

Reuse an uploaded portfolio asset when no dedicated banner is set.

5 steps
Identity & presentation

Add your introduction and profile photo

Tell visitors who you are and what you bring to a project.

5 steps
Identity & presentation

Add or remove skills and an optional stat

Summarize your strengths without overloading the introduction.

5 steps
Identity & presentation

Set your email, WhatsApp and call to action

Give interested visitors a clear next step.

5 steps
Identity & presentation

Add social-profile links

Connect your public showcase to the profiles you want visitors to explore.

5 steps
Work & media

Add a portfolio work section

Organize your showcase into clear collections.

6 steps
Work & media

Add files to an existing section

Keep a collection current without building a duplicate section.

5 steps
Work & media

Choose reviewable image, video and document files

Prepare work that visitors can actually open and understand.

5 steps
Work & media

Choose a section cover

Give each collection a representative first impression.

5 steps
Work & media

Rename a section

Keep the public collection headings accurate as your work evolves.

4 steps
Work & media

Remove a file or delete a section

Curate the public work deliberately.

5 steps
Work & media

Understand video thumbnails and playback

Know how saved posters help videos appear before they play.

5 steps
Sharing & visitor experience

Preview and share the public portfolio

Send visitors the public address instead of your editing dashboard.

5 steps
Sharing & visitor experience

Understand when saved changes appear publicly

Avoid looking for a delivery-style approval or publish workflow in your portfolio.

5 steps
Sharing & visitor experience

Check the portfolio on a phone

Review the actual small-screen experience before sharing widely.

5 steps
Sharing & visitor experience

Open images, videos and documents as a visitor

Understand the public collection and media-viewing experience.

5 steps
Sharing & visitor experience

Use the canonical link and understand older subdomains

Share the address the current portfolio studio provides.

5 steps
Client testimonials

Invite a client to leave a testimonial

Collect authentic feedback through the portfolio’s submission link.

5 steps
Client testimonials

Submit a testimonial as a client

Tell a creator what it was like to work together.

5 steps
Client testimonials

Add an existing client testimonial

Record feedback you already have permission to use.

5 steps
Client testimonials

Approve, hide or delete testimonials

Control which client stories appear publicly.

5 steps
Agency portfolios

Create an agency client portfolio

Use the agency collection flow when you manage multiple brands.

5 steps
Agency portfolios

Choose the correct portfolio in an agency collection

Keep each client’s work and public link distinct.

5 steps
Agency portfolios

Complete payment for an agency portfolio

Resolve a pending portfolio-access payment through the available flow.

5 steps
Troubleshooting

Recover from a failed portfolio upload

Inspect saved work and reuse the uploader’s available recovery controls.

5 steps
Troubleshooting

Troubleshoot slow thumbnails or video playback

Distinguish a missing poster from an incomplete upload or incompatible video.

5 steps
Troubleshooting

Troubleshoot changes missing from the public page

Check saving, portfolio identity and visibility before repeating an edit.

5 steps
Troubleshooting

Find a testimonial that is not appearing publicly

Check the submission and approval state rather than collecting duplicate quotes.

5 steps
Troubleshooting

Fix an email, social or WhatsApp contact link

Verify the address visitors actually open.

5 steps
Troubleshooting

Troubleshoot a portfolio link or unavailable studio

Check the canonical address, owner account and relevant access state.

5 steps

Portfolio is a public showcase. Only upload work you have permission to share. Agency portfolio creation and billing differ from personal portfolios; saved testimonial approval controls what visitors see.