Customer Portal

Product Videos

Portfolio Overview

Portfolio Overview

Brief overview video of Expedience’s proposal content library in MS Word. See how you can find proposal content including browsing the Expedience ribbon, searching, and previewing.
Preparing Content for the Portfolio

Preparing Content for the Portfolio

Advice and best practices to prepare for an Expedience Software Portfolio implementation.
Portfolio Elements

Portfolio Elements

This video explains the components that make up an Expedience Portfolio, or proposal content library, including Portfolios, Galleries, Categories, and Records.
Portfolio Custom Properties

Portfolio Custom Properties

Learn how to use custom properties to drive your proposal content management and review processes,
Content Management Overview

Content Management Overview

See the many options that Expedience provides to manage your content library from directly within MS Word.
Managing Content with Flagging

Managing Content with Flagging

Expedience makes it easy to capture new and updated content directly within the proposal document. This video shows you some common ways to update content using flagging.