To edit a Portfolio, go to our Online Portal page and Sign In with your email and password. After that, click on the Portfolios tab and then on the Edit button for the desired portfolio. Then, make the desired changes to the portfolio and click OK for the changes to apply.
You can also edit a Portfolio directly from the application, by going to the menu File – Home – Portfolios. Click on the Edit button for the desired portfolio, make the changes and click OK for the changes to apply.
Note: The Portfolios can also be edited by clicking on the Portfolio Name or Preview button for the desired Portfolio and then on the Edit portfolio button from the page/dialog.