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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 a testimonial that is not appearing publicly

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

Before you begin

The portfolio owner.

Here’s how to do it

  1. Open Testimonials for the intended portfolio.

  2. Look for the client’s submission among entries waiting for approval.

  3. Check the quote and use Approve if it should be public.

  4. If the entry was hidden, use its available approval control to make it visible again.

  5. Refresh the correct public page and inspect the testimonial section.

What happens next

You can distinguish a pending or hidden testimonial from a missing submission.

Good to know

If no record exists, ask the client whether the submission completed successfully before requesting another one.

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