What is the Portfolio Digest?

The Portfolio Digest is a summary of all your critical dates. You can choose how often you would like the portfolio digest emailed to you, what event types you want to include in it, and when an event type should begin showing in the digest. 

How Do I Customize My Portfolio Digest?

To adjust your portfolio digest settings, click the profile icon in the upper right corner of Occupier, then select “Settings”. 

This is where you can make adjustments to the frequency and event types included in your digest. 

Critical dates will begin showing in your portfolio digest based on your settings for each event type. They will continue to show in your portfolio digest until two months after the event has passed. Critical dates that have passed are marked in red.