1) You must be on a desktop or notebook computer to setup the sheet as the sheet uses a custom menu to do the setup and custom menus are not available on phones and tablets.
2) After copying
the sheet to your account, click here
and follow the steps in the Setup section.
3) After completing the setup steps, it is recommended you go to the pull down menu in the sheet named Portfolio Sheet Menu and select the Help menu item to load the Help within the sheet and continue reading the Important Notes and Quick Start sections.
Ok, got it!