Software Update: Wednesday 31st July 2024 7am - 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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Creating new versions of Funding Calculators

  User Roles

This feature can be used by the following user roles:

  • Client Owner

If you wish to create a new version of a Funding Calculator, please follow the below steps: 

  1. Click Manage Standards 
  2. Click View Funding Calculators 
  3. Click Setup a Calculator 
  4. Make you amendments to the Funding Calculator 
  5. Click View Summary 
  6. Click Finish Setup 

When you next assign the Funding Calculator to an Applicant, the latest version will be assigned.

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