The Portfolio Screen is designed to filter your clients depending on the kind of work that your firm does. You can set the flags, change titles by right clicking on the title to type in the words you require and then use filters to see the lists for a particular type of client. This will help manage your client base for different types of work. Example Secretarial Audit or Beneficial Ownership. All the names of items marked "Flag" can be changed to your requirements.
Right click on the flag and type in the words you want.
The file path if entered in the area on the bottom, if one clicks on the icon on the right will open up the folder on your server where all the clients documents are kept.
