1. Portfolio Default Settings – Add a Close Out Checklist
1. Within the Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then click the ‘Portfolio’ link as shown below.
2. Once done, you will reach the Portfolio Default Settings page. Scroll to the ‘Portfolio Checklists’ section then ‘Portfolio Close Out’. Click the ‘+ Checklist’ button to add a Portfolio Close Out Checklist.
3. Add the checklist details in the form (‘Checklist Type’, ‘Title’, ‘Description’ and ‘Link’). Make sure that the data in the ‘Checklist Type’ field is ‘Portfolio Close Out'. Once complete, click on the ‘Add Checklist’ button to save changes.
Close Out Checklist is now added in the Portfolio