Knowledge Base Articles

New portfolio doesn't offer an "Add Items in Loop" option

Problem

The Create Loop dialog only shows an import option, not a way to start with a blank portfolio.

Solution

This is typically a matter of selecting the wrong path in the dialog rather than a missing feature — the same Create Loop dialog is used for both approaches.

  1. In the Create New Portfolio section, select Start from scratch.

  2. In the Create Loop dialog, enter a name and make sure Add Items in Loop is selected (not Import Items).

  3. Click Create.