OMNIMax Help Manual‎ > ‎Client Management‎ > ‎Clients‎ > ‎Portfolios‎ > ‎


The Review section is where the portfolios are reviewed in their entirety.  The frequency of the reviews, and the first review date, is setup when the portfolio is created.

Reviews are listed by the date that they were created.  The most recent review is at the top of the list.  To create a new review, select Add New Portfolio Review.

Existing reviews can be edited while they are current.  Once a review has been locked, it can no longer be edited but you can still generate the documents.  To edit a current review, click the review date.  This option invokes the same screen that you used to create a new review.