To edit an existing portfolio, select the Portfolio to be edited from the provided drop-down list in the Portfolio Generator Toolbar. Click Go.
On the Portfolio edit screen, you can do the following:
Edit existing section name: To change the name of an existing section, click the Edit icon to the right of the section name you wish to change. Make all desired changes in the Name field displayed and click Update.
Delete section: To delete an existing section from the portfolio, click the Delete icon to the right of the section you wish to delete. CNAV will ask you to confirm the deletion. Click Delete again to confirm.
Add section: To add a new section to the portfolio, click Add Section. At the next screen, enter the name of the section you wish to add. Click Continue.
Add item to section: To add an item to an existing section, click the Add Item button for the section to which you wish to add information. On the screen displayed next, enter the name and any desired text description of the item you wish to add. On that screen, you can also Add From Scrapbook to import any item that you added to a scrapbook earlier.
Reorder sections: To change the order in which existing sections display, click Reorder Sections. On the screen displayed next, replace the order numbers displayed with numbers that represent the order you want to see. Click Submit.
View existing portfolio: To view a web-based version of the portfolio as it exists at this moment, click View.
Download portfolio: To download this portfolio to your computer for additional formatting or customization, click Download. Enter the name and location you wish to use in the download dialog box that displays.
Upload modified portfolio: If you have opted to download and modify your generated portfolio, the Upload area allows you to copy your customized portfolio back into CNAV. To upload a portfolio, enter the name of the file to be uploaded and click Upload. Note that upload files must be in a format that the web browser can read. Currently, the file formats supported are .htm, .html, .pdf, .cfm, .asp, and .php.
Delete portfolio: To delete this portfolio altogether, click the Delete button at the bottom of this screen. CNAV will ask you to confirm the deletion.