How to define the Portfolio Main Information

Note

The Portfolio Folder must have been created first by the Administrator.

  1. Log in to the HTML5 client.

  2. Select the Portfolio Center workspace, Home tab.

  3. Select a Portfolio folder in the Data Selector.

  4. Click on the MANAGE ATTRIBUTES button available at the bottom of the right panel.

  5. In the Portfolio Identification dialog box, edit the Portfolio Name and enter some additional information if needed.

  6. Close the dialog box.