How to Edit a Folder

Folders can be edited by Admins in General Settings. Folder edits will be reflected on both the Internal Application and in the Investor Portal.

Steps

1. As an Admin, click the Settings Gear.
2. In the dropdown menu, click ‘General Settings’.
3. In the navigation menu, click ‘Manage Folders’. 
4. Scroll to find the folder in need of edits.
5. Click ‘Edit’ at the end of the folder row.
6. Made the necessary edits.
7. Click ‘Save’.
8. Review the folder details in the Folder Review overlay.
9. Click ‘Continue’.