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This page details all of the different actions you can take with your items. Click the links below to see information about:

Adding items

The following process shows how to add items (if you are in your Portfolio or in your Appraisal).

Please note: if you add an item to your Portfolio you must import it into your appraisal if you want your Appraiser to see it

To add an item:

  • Click the item type in your left navigation bar
  • Click  at the top of the table (in Quality Improvement, click  then select type from the drop down list)
  • Complete the Details tab
  • Upload Click any supporting documents into the Documents tab and click



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