If you are an Owner of a Portfolio, you can update the following information at any time:
Portfolio Name, Portfolio ID, Description, Jurisdiction, Client and Practices Areas.
Invited Members- see here for more information.
Teams
Document Tags
Any Custom Fields which have been added
Available modules
To edit a Portfolio, follow these steps:
Click on Portfolios in the left-hand Navigation Menu
Open the Portfolio
Click the ‘Manage Portfolio’ button in the top right corner of the Portfolio Overview
Select the relevant section from the list on the left-hand side.
Make your changes and click the “Save Changes” button.