FOCUS Knowledge Base

1. Portfolio Default Settings – Update a Close Out Checklist   1. Within the Portfolio Default Settings page. Scroll to the ‘Portfolio Checklists’ section...

1. Portfolio Default Settings – Delete a Close Out Checklist   1. Within the Portfolio Default Settings page. Scroll to the ‘Portfolio Checklists’ section...

1. Portfolio Default Settings – Manage Report Notifications   1. Within the Portfolio Default Settings page, scroll to the ‘Notification Settings’ section...

1. Portfolio Default Settings – Manage Module Notifications   Within the Portfolio Default Settings page, scroll to the ‘Notification Settings’ section th...

1. Portfolio Default Settings – Add a Custom Report Template   1. Within the Portfolio Default Settings page, scroll to the ‘Report Templates’ section the...

1. Portfolio Default Settings – Manage Weekly Report Template   1. Within the Portfolio Report Settings, scroll to the ‘Report Templates’ section then ‘De...

1. Portfolio Default Settings – Manage Monthly Report Template   1. Within the Portfolio Report Settings, scroll to the ‘Report Templates’ section then ‘D...

1. Portfolio Default Settings – Delete a Custom Report Template   1. Within the Portfolio Defaults Settings page, scroll to the ‘Report Templates’ section...

1. Update the Company Profile Default Portfolio Settings - Overview         1. Within the Portfolio Default Settings page, scroll to ‘Portfolio Overview’ ...