Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How do I replace the Agency Portfolio Overview or Strategic Plan information currently in the Portfolio?

0
Posted

How do I replace the Agency Portfolio Overview or Strategic Plan information currently in the Portfolio?

0

There are three ways to do this as follows: • Delete and rekey the information in “Summary” text field. Please note there is a maximum of 2,000 characters of information that may be entered. • Delete the current attachment by clicking the “garbage can” and reattaching a new document by clicking the “folder”, finding/highlighting the document you wish to upload, clicking “Open” and clicking “Save.” Please note that you must Save or Submit the entry to actually save it. • If you want to just update the current attachment, you will need to save it locally for modification and then follow the above instructions (i.e., you need to delete the attachment and then reload it).

Related Questions

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.

Experts123