1. Update a Portfolio Custom Template
1. Still within the Portfolio ‘Settings’ page, navigate to the ‘Custom Templates’ section. Click the name of the custom ‘Template’ or the edit icon.
2. Add the necessary changes in the Template Details . If you want to add more elements in the report, click the ‘+Add Section’ link to update.
3. Click the desired elements within the ‘Modules’ and ‘Appendices’ section.
4. To remove a module, click the ‘x’ icon. You can also click the ‘+’ Drag and Drop icon to arrange the elements. Then once done, click the ‘Update’ button to save template.
