Software Update: Wednesday 9th October 2024 7am to 7:30am

On Wednesday, we're updating OneFile Eportfolio, to introduce a new enhancement.  

Please ensure all data is saved and your Eportfolio account is logged out before 7am to avoid any data loss.

Release notes can be found here.


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Search for and add a Standard

  User Roles

This feature can be used by the following user roles:

  • Client Owner
  • Finance Admin

 To search and add a standard to your organisation, follow the steps below:

  1. Click Manage Standards in the navigation menu
  2. Click Add a new standard
  3. Search on the title of the standard
  4. Select the standard from the list
  5. Click Add standard

If you're unable to find the correct standard, contact our team here.

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