---
title: Port-All Release 08052026
description: Release notes for Port-All includes marketing due date, added image files, and checks and securities blotter metadata for client and account linking
---
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1. [Rossby Knowledge](https://help.rossbyfinancial.com/knowledge-base?hsLang=en-us)
2. [Port-All Release Notes](https://help.rossbyfinancial.com/knowledge-base/port-all-release-notes?hsLang=en-us)
August 5, 2026
# Port-All Release 08052026
### Objective
These Release Notes explains the new features for Firm Documents such as Marketing/Advertisement and Checks & Securities Blotter items. The goal is to ensure submissions include the correct file types, review timing, related account/client information, and comments so Rossby Financial can process them efficiently.
### Marketing and Advertising Submission and new file types
**1. Log in and open the Add Documents area** [0:14](https://loom.com/share/24abbe4f7b3147c98dd8a63e8e098c77?t=14)
- After logging in, go to **My Firm** in the portal.
- Select **Add Documents** to begin a new submission.
- Confirm you are in the correct firm-level area before uploading anything.
**2. Submit Marketing and Advertisement items with a review date** [0:32](https://loom.com/share/24abbe4f7b3147c98dd8a63e8e098c77?t=32)
- Choose **Marketing and Advertisement** from the document options.
- Enter a **Review Requested By** date when the item needs to be reviewed.
- Use this field to communicate urgency or timing, such as:
- End of week
- Next week
- Within a month
- Add any relevant notes so the reviewer understands the purpose and priority of the item.
**3. Upload approved file types for Marketing and Advertisement** [1:00](https://loom.com/share/24abbe4f7b3147c98dd8a63e8e098c77?t=60)
- Upload the marketing file in one of the supported formats.
- Supported file types include:
- PDF
- Word documents
- Excel spreadsheets
- PNG
- SVG
- JPEG
- Phone screenshots
- Make sure the file is clear, complete, and easy to review before submitting.
### Checks and Securities Blotter Multiple document upload and relating Account or Client
**4. Start a Checks and Securities Blotter submission** [1:20](https://loom.com/share/24abbe4f7b3147c98dd8a63e8e098c77?t=80)
- Return to **My Firm \> Add Documents**.
- Select **Checks and Securities Blotter** from the document list.
- Review the available configuration options before uploading files.
**5. Attach all required document types for the blotter** [1:33](https://loom.com/share/24abbe4f7b3147c98dd8a63e8e098c77?t=93)
- Add more than one document type when needed.
- Include both of the following when applicable:
- A copy of the check
- Mailing evidence showing the date the check was mailed
- Verify that all required supporting documents are included before submission.
**6. Relate the submission to the correct account or client** [1:46](https://loom.com/share/24abbe4f7b3147c98dd8a63e8e098c77?t=106)
- Link the Checks and Securities Blotter submission to the appropriate **account** when available.
- If the submission is tied to a client record, confirm the related client is populated automatically.
- If there is no related account, associate the submission directly with the correct **client**.
- Double-check that the relationship is accurate before continuing.
**7. Add comments and submit for review** [2:13](https://loom.com/share/24abbe4f7b3147c98dd8a63e8e098c77?t=133)
- Enter any submission comments that will help explain the request.
- Review all uploaded files, related records, and notes for accuracy.
- Submit the order for review once everything is complete.
### Cautionary Notes
- Do not submit Marketing/Advertisement items without a clear review requested by date when timing matters.
- Ensure uploaded files are in a supported format before submitting.
- For Checks and Securities Blotter submissions, include both the check copy and mailing evidence when required.
- Confirm the correct account or client is linked to the submission to avoid processing delays.
- Review comments carefully to avoid missing important context or instructions.
### Tips for Efficiency
- Prepare all files before opening the portal to reduce submission time.
- Use concise comments that clearly state the purpose, deadline, or special instructions.
- If multiple documents are needed, gather them in advance so you can upload them together.
- Verify the related account/client information before submitting to prevent rework.
- Use screenshots or image files when they provide a faster, clearer way to communicate marketing content.
### Link to Loom
[https://loom.com/share/24abbe4f7b3147c98dd8a63e8e098c77](https://loom.com/share/24abbe4f7b3147c98dd8a63e8e098c77)
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