1. Portfolio Default Settings – Update a Close Out Checklist
1. Within Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then click the ‘Portfolio’ link as shown below.
2. Then you will reach the Portfolio Default Settings page. Scroll to the ‘Portfolio Checklists’ section then ‘Portfolio Setup’. Click the Title of the checklist that you want to update.
3. Click the ‘Update’ button.
4. Add the necessary changes into the fields. Once complete, click the ‘Update Check’ button to save changes.
