> For the complete documentation index, see [llms.txt](https://helpdesk.smaply.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.smaply.app/portfolio/how-to-add-evidence.md).

# How to add evidence to a portfolio item

To add evidence to a portfolio item, open it, go to the **Evidence** tab, and click **+ Add** to record a quote, a piece of feedback, or a link to a source. Quotes promoted from research land on the same tab.

{% hint style="warning" icon="list-check" %}

#### Prerequisites

You need a portfolio item to add evidence to, and an Editor or Admin role on the workspace.
{% endhint %}

#### How to add evidence by hand

{% stepper %}
{% step %}
**Open the portfolio item and go to the Evidence tab**

Open the item from the **Portfolio** or from a portfolio item card on a journey map, then select the **Evidence** tab.
{% endstep %}

{% step %}
**Click + Add**

A blank **Evidence item** form opens on the tab.

<figure><img src="/files/rXrnKwNaukrl6RA5J0zx" alt="A blank evidence form on the Evidence tab, with a Details text box, a Type dropdown, three sentiment buttons, an Evidence date field, and a Source link field."><figcaption><p>The manual evidence form</p></figcaption></figure>
{% endstep %}

{% step %}
**Fill in the evidence**

Enter the **Details** (the quote or note) and pick a **Type**: **Quote**, **Feedback**, or **Other**. Type and Details are required. Optionally set the **Sentiment** (positive, neutral, or negative), an **Evidence date**, and a **Source link** back to where the evidence came from.

<figure><img src="/files/QeBIBo3mX77Q4nwl13RT" alt="The Type dropdown on the evidence form open, showing the options Quote, Feedback, and Other."><figcaption><p>Choosing the evidence type</p></figcaption></figure>
{% endstep %}

{% step %}
**Save the evidence**

Click **Add evidence**. The entry appears on the **Evidence** tab, grouped by type, with a coloured edge that matches its sentiment.

<figure><img src="/files/Rfmhtz5dmb6rYuVqHpSB" alt="The Evidence tab with one saved entry grouped under its type heading, showing a coloured left edge matching its sentiment."><figcaption><p>A saved piece of evidence on the Evidence tab</p></figcaption></figure>
{% endstep %}
{% endstepper %}

***

#### How to add evidence from research

You do not have to enter every piece of evidence by hand. When you promote an insight from a Research Hub investigation, its quotes are attached to the portfolio item's **Evidence** tab automatically, each one traceable back to its source transcript. Select a research quote on the tab to open its source with the quote highlighted, and use **Unlink quote** there to detach it without changing the original.

<figure><img src="/files/MxBnJctia0DMd506W04E" alt="The Evidence tab of a portfolio item promoted from research, listing quotes on the left and the full source transcript on the right with a link back to the investigation."><figcaption><p>Evidence carried over from a research investigation</p></figcaption></figure>

For the full flow of promoting insights and tracing them back to their source, see [How to add findings to portfolio](/research-hub/how-to-add-findings-to-portfolio.md).

#### Related topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Article</th><th>What it covers</th><th data-hidden data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>How to add findings to portfolio</strong></td><td>Promote research insights into portfolio items, with quotes carried as evidence.</td><td><a href="/pages/rMOU7uLeTQCUU7SflZu0">/pages/rMOU7uLeTQCUU7SflZu0</a></td></tr><tr><td><strong>How to create a portfolio item</strong></td><td>Create pain points, opportunities, solutions, and custom-typed items.</td><td><a href="/pages/ccKByq3EkMP6r9UQIneW">/pages/ccKByq3EkMP6r9UQIneW</a></td></tr><tr><td><strong>How to link portfolio items</strong></td><td>Connect related items, like a pain point to its solution.</td><td><a href="/pages/iDGXQS6w1CP6Vkc7j5BA">/pages/iDGXQS6w1CP6Vkc7j5BA</a></td></tr><tr><td><strong>How to review insights and quotes</strong></td><td>Refine insights and quotes in an investigation before promoting them.</td><td><a href="/pages/YT2UFNzR9ohQUKQsKECn">/pages/YT2UFNzR9ohQUKQsKECn</a></td></tr></tbody></table>


---

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