1. Download a Portfolio Risk Action
1. To download the Risk ‘Action’ details within a Portfolio, click the ‘Risk Management’ tab from the left side bar of the page. Once done, navigate to the ‘Portfolio Risk Register’ and then click the ID of the Risk.
2. Once you reach the Risk Details, navigate to the ‘Actions’ section and then click the ‘Action ID’.
3. Click the ‘PDF’ button within the Risks Action Details page.
Note: The file will be saved directly to your device.
