Working with Documents

In the Scorecard, you can upload documents related to the selected portfolio to the server in the Upload Document dialog box. You can also view documents, copy document links, replace documents, remove documents, and view and edit document properties. in the Documents dialog box. For information about working with documents, refer to Working with Documents.

Related Topics

Scorecard Module Overview

About the Scorecard Module

Selecting Scorecards

Tour of Scorecards

Displaying Scorecards

Customizing the Scorecard

Working with Scorecard Cells

Working with Category Trend

Custom Exporting

Exporting Scorecard Information

Printing Scorecard Information

Scorecard Information Displays



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Last Published Thursday, December 10, 2020