---
title: Port-All Release 08132026
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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2. [Port-All Release Notes](https://help.rossbyfinancial.com/knowledge-base/port-all-release-notes?hsLang=en-us)
August 13, 2026
# Port-All Release 08132026
### Objective
These Release Notes explain updates to the gift log submission process in the Port-All Compliance Dashboard, including new fields and optional document. It also outlines the new rejection status.
### Gift Log Updates
**1. Navigate to the Gift Log submission area** [0:09](https://loom.com/share/d38e49f7643a49a48f6b976ed4d172de?t=9)
- Go to **My Firm** in the Portal Compliance Dashboard.
- Select **Add Documents**.
- Choose **Gift Log** as the document type to begin a new gift log submission.
- Use this path every time you need to submit a gift log entry.
**2. Enter all required gift log details** [0:18](https://loom.com/share/d38e49f7643a49a48f6b976ed4d172de?t=18)
- Complete the gift log fields with the following information:
- **Advisor** from your partner firm
- **Date** of the gift or item
- Whether you **received** the gift or **gave** the gift
- **Approximate value** of the item
- **Counterparty** (who you gave it to or received it from)
- **Description of the item** or event, such as a dinner or golf outing
- Make sure the entry is accurate and complete before submitting.
**3. Confirm pre-approval requirements for higher-value items** [0:40](https://loom.com/share/d38e49f7643a49a48f6b976ed4d172de?t=40)
- Review the approximate value of the gift or item.
- If the item is **over $250**, it requires **CCO pre-approval**.
- Ensure the pre-approval requirement is satisfied before submitting the gift log entry.
**4. Add optional supporting information if needed** [0:52](https://loom.com/share/d38e49f7643a49a48f6b976ed4d172de?t=52)
- You may attach a file, but it is **optional**.
- You may also include **submission comments**, but these are also optional.
- If no file or comments are needed, you can submit the gift log without them.
**5. Submit the gift log for review** [1:10](https://loom.com/share/d38e49f7643a49a48f6b976ed4d172de?t=70)
- After reviewing the entry, submit it through **My Firm \> Add Documents \> Gift Log**.
- The submission will route to the review queue.
- The internal team will handle the review process after submission.
### Reviews Rejected status
**6. Understand the new rejected status for submissions** [1:36](https://loom.com/share/d38e49f7643a49a48f6b976ed4d172de?t=96)
- A new **Rejected** status is available for submissions that need to be cleared out of the process.
- This is typically used for situations such as:
- Duplicate submissions
- Items accidentally entered twice
- Submissions that were approved elsewhere
- Items stuck in the workflow and needing removal
- The rejected status helps keep the review board clean and transparent.
**7. Review rejection details and email notifications** [2:02](https://loom.com/share/d38e49f7643a49a48f6b976ed4d172de?t=122)
- If a submission is rejected, open the **Rejected** column in the **Stages** tab.
- Review the rejection reason shown in the far-right rejected column.
- Common reasons may include duplicate entry or approval elsewhere.
- You will also receive an email notifying you that the submission was rejected and instructing you to check the portal for more details.
### Cautionary Notes
- **Do not submit a gift log without checking whether the item exceeds $250.** Items over this threshold require **CCO pre-approval**.
- **Do not assume a file attachment is required.** Supporting files are optional unless your internal process says otherwise.
- **Rejected submissions are not necessarily errors in the portal.** They may be used to clear duplicates or items already handled elsewhere.
- Always verify the **advisor, date, value, and counterparty** before submitting to avoid delays or rejection.
### Tips for Efficiency
- Gather all gift details before opening the portal to reduce back-and-forth.
- Use the optional comments field to add context when the item may need explanation.
- If you frequently submit similar entries, keep a standard checklist of required fields handy.
- Check the **Stages** tab regularly so you can quickly identify any rejected submissions and resolve them promptly.
### Link to Loom
[https://loom.com/share/d38e49f7643a49a48f6b976ed4d172de](https://loom.com/share/d38e49f7643a49a48f6b976ed4d172de)
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