How do I edit a portfolio?

A portfolio can easily be edited after it has been created. This document describes how to edit a portfolio.

1. Click Portfolios

Click Portfolios
  • On the Icon Bar click the Review button, then click Portfolios.

2. Click Edit

Click Edit
  1. Click the triangle next to the portfolio you want to edit.
  2. In the context sensitive drop-down menu, click Edit.

3. Edit Details

  1. Edit portfolio details as necessary.
  2. Click Save Changes.

4. View Portfolio

  • View updated portfolio.


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