How do I rename or add a folder to the default folder template in ProSystem fx Integrated Portal?

  1. Log in to Dashboard.
  2. Select Configuration from the navigation pane.
  3. Select Settings and Defaults under the Portal heading.
  4. Select Portal | Folder Templates from the navigation pane.
  5. Highlight the Default Folder Template.
  6. Select Edit from the toolbar.
  7. Perform the applicable step:
    • To add a folder: Select New Folder.
    • To rename a folder: Select Rename Folder.
  8. To save your changes, select OK in the lower right hand corner.
  9. Then select Close from the Portal folder template updated successfully dialog box to exit.
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