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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

Find your way around Portfolio Studio

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

Before you begin

The portfolio owner.

Here’s how to do it

  1. Open Portfolio in your dashboard and select the intended portfolio if you have an agency collection.

  2. Use Overview to see file, section, document and testimonial counts and the setup checklist.

  3. Open Identity to manage your introduction, banners and contact information.

  4. Open Work for media sections and Testimonials for client stories.

  5. Use Preview live site to inspect the visitor experience in another tab. On mobile, use the studio navigation available above the content.

What happens next

You can reach the correct editing area without confusing the studio with the public site.

Based on the Portfolio interface reviewed 27 October 2026. Options can vary by role, plan and channel access.