General

• What is PA Portfolio?
  A: PA Portfolio is an online document storage and sharing tool that allows you to create an inventory of essential PA career information and documents that can be accessed anywhere, and securely shared with employers and potential employers from a desktop or smartphone.
• Who can use it?
  A: PA Portfolio is free for all AAPA members for as long as your membership is current. Nonmembers can purchase a PA Portfolio annual subscription for $95.
• What happens to my data if my AAPA membership or paid subscription expires?
  A: You will still have access to your information and documents, but you will not be able to add information or documents, use alerts, or share your information with others using the secure link feature.
• What is my username & password?
  A: Your PA Portfolio login credentials are the same username and password that you use to log in to aapa.org. If you have forgotten your login credentials or need assistance with your login information, please contact us at [email protected].
• Which Internet browsers are supported by PA Portfolio?
  A: PA Portfolio supports the following Internet browsers:
  • Internet Explorer (IE) 8/9/10/11
  • Firefox
  • Chrome
  • Safari
  PA Portfolio does not support browser versions that are no longer supported by their manufacturer, such as Microsoft IE6 and IE7. For the application to display correctly, cookies and JavaScript must be allowed/enabled.
  Please note that not all display problems are caused by browser incompatibility. Please consider that Internet connections, heavy traffic, viruses, spyware and bugs can all have an effect on how items are displayed.
• What security measures are in place to ensure that my professional data is safe?
  A: PA Portfolio is housed on AAPA servers that utilize best practices for management, security, communications redundancy, and back-up and recovery measures. Sharing and exporting of your data and documents from PA Portfolio is provided through a secure email link and requires a verification code to access.
• Is there a mobile app for PA Portfolio?
  A: There is not a mobile app for PA Portfolio at this time, but the website is mobile-friendly. You can use PA Portfolio from your mobile phone or tablet to do just about anything, including: uploading and sharing your career documents, setting alerts, and updating your profile information.

My Profile

• Why is my profile information already complete?
  A: PA Portfolio pulls information from your AAPA account the first time you log in including your name, address, phone and email address. This information will be displayed when you create a Portfolio to share documents with others.
• Can I change my profile information?
  A: You can change all information except for your name, which must stay as your legal name for credentialing purposes. To change your name as displayed, contact AAPA Customer Care at [email protected], and note that you wish to update your name, and provide documentation, such as a photo or copy of your driver’s license, or marriage certificate.

Uploading Documents

• Why am I asked to provide information for every document I upload?
  A: When you create a Portfolio to share information, this data will be displayed above the image of your uploaded document. It also allows you to store and share key professional information – a certificate issuance date, expiration date, etc., without uploading or sharing an accompanying document.
• How do I edit or delete information and documents that I have added?
  A: Click the button to edit the information in an entry. Click the button to delete the entire record.
• Can I retrieve information and documents after they have been deleted?
  A: No. Once you delete a record, it cannot be retrieved.
• How can I get a list of all the documents I have stored in PA Portfolio?
  A: Use the Share/Create a Portfolio feature, place a check mark beside all your records, and then use the Download a PDF link to export the inventory listing.
• How do I upload my CME activities into PA Portfolio?
  A: Yes, you can upload your CME activities into PA Portfolio in several ways:
  • AAPA Learning Central CME: Learning Central and PA Portfolio are now fully synced as of June 30, 2020, so you no longer need to manually upload your AAPA CME. Any AAPA CME certificates you've completed will automatically populate into the AAPA CME Transcript section under the CME tab of your Portfolio.
    In this section, you’ll find the ability to view, share, and download your AAPA CME transcripts, which include all associated certificates.
    For those who have used this section prior to the June 30, 2020 integration, you’ll notice that any AAPA CME you previously entered manually will also appear in the Self Reported CME section. This is a duplicate record that will remain there unless you choose to delete it.
  • Self Reported CME/CME Transcript: For a complete record of all your CME in PA Portfolio, you can manually upload any non-AAPA CME certificates to the Self Reported CME section and add any non-AAPA CME transcripts to the CME Transcript section.
  All your CME can be viewed, downloaded, or shared from either the CME or Share sections of PA Portfolio.

Setting Alerts

• How do I receive alerts to remind me that a license or certification is about to expire?
  A: Reminders can be scheduled for any item that has an expiration date. After you enter the issue date and expiration date, select the timeframe for when you want to receive an alert from the Reminder Notification Interval pull-down.
  
• Can I receive more than one alert?
  A: Currently, one alert per setting is supported. You can select to have a reminder sent to you at 1 month or 3 months, or 6 months prior to the expiration date you enter.
• How do I select to received alerts by email or text message?
  A: You control how you receive alerts from the Settings page, which you can find in the top navigation. You can choose to receive alerts by email, text message, or both.

Sharing Your Information

• What is a Portfolio?
  A: A Portfolio is any collection of information and documents that you select to be shared with others via a PDF.
• Can I share a Portfolio with more than one person at a time?
  A: Yes – you can add more than one email address to the Portfolio Builder form. Use a comma to separate the email addresses.
• How do I know that my designated recipient has received my information?
  A: Once you click [Save Changes] in the Portfolio Builder feature, you will see a confirmation page letting you know that an email was successfully sent. If there was a problem, you will see an error message.
• How long will my designated recipient(s) have access to my information once I send them the code to download my Portfolio PDF?
  A: The link will stay active for 7 days. If they do not download within that time period, you will need to re-send the Portfolio again and share a new code.
• Can I see a history of who I sent my information to and when I sent it?
  A: Yes – open the Portfolio record you want to track by clicking the blue arrow , and then click View Secure Link History.
• Can I preview the Portfolio PDF before it is sent to my designated recipient(s)?
  A: Yes – open the Portfolio record by clicking the blue arrow , and then click Export as PDF to review the document.
• Can I edit the Portfolio PDF before I send to my designated recipient(s)?
  A: Yes – click the pencil icon next to the Portfolio record you want to edit. You can add or delete information and documents you want included in this Portfolio. You can also alter the information/data included by updating that record’s data fields and/or your profile information. Note: you cannot alter any other aspects of the PDF document.
• Do I need to use the Portfolio Builder feature to share a document?
  A: No – you can download a PDF of any document you have uploaded, and share however you like! The Portfolio Builder feature makes it easier to share multiple documents and information and offers a secure link document retrieval process to share sensitive information and documents.