User guide
Workspace
Find your way around the web app and organize your files and research.
My LibraryMy Library (under Reference in the left navigation) holds uploaded files, notes, prompt templates, Easel skills, and supported outputs saved by Easel. Ordinary files and notes can have company associations; skills and their supporting content do not. In a supported composer, use @ for a note or up …
ProjectsA Project groups supported research, files, companies, charts, and Monitors without making every item implicit input to every workflow. Use this guide to create a Project, verify its context, and understand access, archiving, restoration, and deletion in the web app. Before you start Choose a stab …
SharingSharing gives selected teammates read-only access to Deep Research reports and screens in the Portrait web app. It must be enabled for your organization, and recipients must belong to the same organization. What you can share Content Sharing inside Portrait Deep Research report Share an individual …
Workspace navigationThe web app's primary destinations appear in the left navigation. It collapses to a narrow icon rail and expands to a labelled panel. The left navigation Top — where you start work. Ask Easel — ask a research question or continue a conversation. See Easel overview. Search — opens the Command Cente …