---
title: Port-All Release 09082026
description: Release notes for Port-All includes marketing due date, added image files, and checks and securities blotter metadata for client and account linking
---
[Skip to content](https://help.rossbyfinancial.com/knowledge-base/release-09082026#main-content)
English - United States
Show submenu for translations
- Home
- Products
- Pricing
- Blog
- Company
Open main navigation
Close main navigation
- Home
- Products
- Pricing
- Blog
- Company
- English - United States
Show submenu for translations
- [Contact us](mailto:service@rossbyfinancial.com)
[Contact us](mailto:service@rossbyfinancial.com)
This is a search field with an auto-suggest feature attached.
- There are no suggestions because the search field is empty.
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)
September 8, 2026
# Port-All Release 09082026
These Release Notes explains how to submit documents in the Port-All using the updated document fields so the correct metadata is captured and synced to Box automatically. It also outlines what happens during review, approval/rejection, and correction resubmissions.
### Key updates
**1. Access the document submission area in the portal** [0:08](https://loom.com/share/1fefff40e93a484c8a6369b020aa8818?t=8)
- From the portal home area, go to **My Firm**.
- Click **Add Documents** to begin a new submission.
- Use this path whenever you need to submit or update a document for review.
**2. Select the correct document type** [0:30](https://loom.com/share/1fefff40e93a484c8a6369b020aa8818?t=30)
- Choose the appropriate document category before entering details.
- Example: select **Checks and Securities Blotter** if you are submitting that type of item.
- Confirm the document type carefully, since the available metadata fields change based on the selection.
**3. Complete the new Checks and Securities Blotter details** [0:40](https://loom.com/share/1fefff40e93a484c8a6369b020aa8818?t=40)
- Fill out the **Blotter Details** section with all relevant information.
- Include the **source** of the check or security.
- Enter when the check was **received**.
- Enter when the item was **resolved** and when it left your hands.
- Describe how it was resolved, such as:
- Shipment
- Hand delivery
- Digital deposit
- Add optional **tracking information** if available.
- Include any additional submission details needed for review.
**4. Enter correspondence submission details** [1:18](https://loom.com/share/1fefff40e93a484c8a6369b020aa8818?t=78)
- For **Correspondence** submissions, provide the required metadata fields.
- Specify whether the item is **incoming** or **outgoing**.
- Record when it was **received** or **sent**.
- Identify the **type of correspondence**.
- Add any relevant submission details to support review and tracking.
**5. Complete marketing and advertising review fields** [1:35](https://loom.com/share/1fefff40e93a484c8a6369b020aa8818?t=95)
- For **Marketing and Advertising** items, fill out the marketing review details.
- State **where the item will be used**.
- Confirm whether the required **disclosures** have already been added.
- Provide any other requested review information before submitting.
**6. Submit the document for review and confirm Box metadata sync** [1:51](https://loom.com/share/1fefff40e93a484c8a6369b020aa8818?t=111)
- Submit the document through the portal once all fields are complete.
- The portal automatically maps the entered fields into **Box metadata**.
- After submission, the document is stored in Box with the metadata included.
- Verify in Box that the submitted fields appear in the document metadata if confirmation is needed.
**7. Track review outcomes in Box** [2:10](https://loom.com/share/1fefff40e93a484c8a6369b020aa8818?t=130)
- Monitor the review task after submission.
- If the item is **approved** or **rejected**, the corresponding Box task will reflect that outcome.
- Use the Box task status to confirm the final review decision.
**8. Resubmit corrected documents as a new version** [2:25](https://loom.com/share/1fefff40e93a484c8a6369b020aa8818?t=145)
- If a submission is returned for correction, make the required changes.
- Upload the corrected file as a **new document** through the portal.
- The corrected upload will be stored in Box as the **next version** of the original document.
- Ensure the corrected version is complete before resubmitting to avoid additional revision cycles.
### Cautionary Notes
- Do not skip required metadata fields; incomplete submissions may delay review.
- Make sure the document type matches the correct workflow before entering details.
- If a check or security blotter item has multiple handling steps, document the full chain clearly.
- When resubmitting corrections, upload the updated file so it is captured as the next version in Box.
- Review Box metadata after submission if you need to confirm that the portal fields synced correctly.
### Tips for Efficiency
- Gather all supporting details before starting the submission to reduce back-and-forth.
- Use consistent wording for source, resolution method, and correspondence type to improve searchability.
- Add tracking numbers and submission notes whenever available to make follow-up easier.
- Confirm disclosures are complete before submitting marketing and advertising items.
- Check Box after submission only when needed for verification, since metadata is mapped automatically.
### Link to Loom
[https://loom.com/share/1fefff40e93a484c8a6369b020aa8818](https://loom.com/share/1fefff40e93a484c8a6369b020aa8818)
- [Getting started](https://help.rossbyfinancial.com/knowledge-base/getting-started?hsLang=en-us)
- [Compliance Review](https://help.rossbyfinancial.com/knowledge-base/compliance-review?hsLang=en-us)
- [Port-All Release Notes](https://help.rossbyfinancial.com/knowledge-base/port-all-release-notes?hsLang=en-us)
- [Fee Billing](https://help.rossbyfinancial.com/knowledge-base/fee-billing?hsLang=en-us#main-content)
- [Advyzon](https://help.rossbyfinancial.com/knowledge-base/fee-billing?hsLang=en-us#advyzon)
- [Black Diamond](https://help.rossbyfinancial.com/knowledge-base/fee-billing?hsLang=en-us#black-diamond)
- [Custodian FAQs Support](https://help.rossbyfinancial.com/knowledge-base/custodian-faqs-support?hsLang=en-us#main-content)
- [Schwab Operations](https://help.rossbyfinancial.com/knowledge-base/custodian-faqs-support?hsLang=en-us#schwab-operations)
- Home
- Products
- Pricing
- Blog
- Company
[mailto:email@email.com](mailto:email@email.com)
Copyright © 2026, ROSSBY FINANCIAL, LLC