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File Editing

How can I edit a file through my portfolio structure?

You can edit any file through the Files storage area.  By doing so, you will change the file in every place that it is used in all of your portfolios.  There are two ways one can edit a file.  These are:

 

  1. By downloading the file, editing it, and re-uploading it as a replacement
    1. Click on the portfolio section continaing the file you wish to edit
    2. Click on the portfolio element containing the file
    3. Click on the name of the file you wish to edit
    4. Select the Download to my computer option
    5. Edit the file locally on your computer and save it
    6. On Foliotek, click the details link to the right of the name of the file you edited
    7. On the pop-up, click the edit button
    8. Select the Upload a replacement file option
    9. Click on the Browse... button to browse your computer for the updated file
    10. Double click on the file to upload it
    11. Click the Green OK button to completethe upload process
  2. Online using Zoho (this option will not be available unless your organization has enabled it)
    1. Click on the portfolio section continaing the file you wish to edit
    2. Click on the portfolio element containing the file
    3. Click on the name of the file you wish to edit
    4. Select the Open online with Zoho option
    5. Click the green OK button
    6. Once the document opens in the Zoho editor, make your edits
    7. Save the document by clicking on the save icon Zoho Save Button Icon
    8. Close the Zoho editor by clicking the X in the top-right corner