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update distribution with dashboard documentation
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CsB-Polymesh committed Jan 3, 2025
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22 changes: 10 additions & 12 deletions docs/04-distribute/with-dashboard.mdx
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Expand Up @@ -4,8 +4,6 @@ title: Token Studio Dashboard
description: Distribute assets with no code
---

<YoutubePlayer videoId="IwyXvbk11nw" />

## Exercise

In _[Origination](/docs/originate/dashboard)_, ACME originated an asset. No shares exist yet.
Expand Down Expand Up @@ -89,39 +87,39 @@ Now, when the transaction has confirmed, ACME will see a _pending_ distribution.

Unlike most blockchains where transfers are final, a security token cannot be transferred without the consent of the recipient because the receipt may have legal or tax implications and the recipient may not agree. Therefore, the system waits for Alice to _accept_ the distribution.

Switch to Alice's personal Polymesh account by bringing her personal primary key into focus in the wallet. Navigate to the dashboard `Portfolios` tab where Alice's incoming transfer is displayed.
Switch to Alice's personal Polymesh account by bringing her personal primary key into focus in the wallet. Navigate to the portal `Transfers` tab where Alice's incoming transfer is displayed.

![incoming](images/18-incoming.png)

These shares are of upmost importance to Alice and she doesn't want to hold them in her default portfolio. Instead, she wants to create a special portfolio for them - **Portfolios** are _logical containers that help manage permission or organise holdings_.

Below holdings, click `Create Portfolio`.
Open the Portfolios tab on the portal and click `Add Portfolio`.

![create portfolio](images/19-to-portolio.png)
![create portfolio](images/19-to-portolio2.png)

Create a new portfolio called "cold store".

![create cold store](images/20-create-cold-store.png)
![create cold store](images/20-create-cold-store2.png)

Alice can now accept or reject the incoming transfer. Select `Accept` next to the incoming transfer, confirm, and sign.
Alice can now accept or reject the incoming transfer. Go back to the Transfers tab then select `Approve` to accept the incoming transfer, confirm, and sign.

![accept](images/24-accepting.png)
![accept](images/24-accepting2.png)

In a moment, the shares arrive in the default portfolio.

![accepted](images/28-unassigned.png)
![accepted](images/28-unassigned2.png)

Now, it is a simple matter of moving Alice's shares from her default portfolio to her cold store portfolio.

Click the `Send` button and specify that 20,000 ACME shares should be moved to Alice's cold store portfolio. This happens without the accept/reject flow because there is no change of ownership.
Click the `Move` button and specify that 20,000 ACME shares should be moved to Alice's cold store portfolio. This happens without the accept/reject flow because there is no change of ownership.

![to cold store](images/29-to-cold.png)
![to cold store](images/29-to-cold2.png)

**Success!**

Alice has 20,000 ACME shares in her cold store portfolio.

![success](images/30-stored.png)
![success](images/30-stored2.png)

## Summary

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