Viewing and Editing In Folders Information

The In Folders tab of the Map Wizard enables you to select the map's home folder and view any other folders that contain the map.

To view and specify the map's home folder, and to view other folders that contain the map:

1. On the In Folders tab of the Map Wizard, view the Home Folder field and the Others list.

   Every investor map has a single home folder. The Home Folder field displays the name of the home folder of the new investor map. By default, all maps inherit their security settings from their home folders.

   If the investor map was added to other folders, those folders are listed in the Others list. A new investor map will not be referenced in any other folders.

2. To change the default home folder, click Browse and choose the desired folder. This can be done only when creating the investor map. Alternatively, if the desired home folder already appears in the Others list, you can simply select it there and click Define as Home Folder. The selected folder becomes the investor map's home folder, and the previously defined folder is listed in the Others table.
3. Select Next to proceed to the next tab of the wizard, or select Finish to save the portfolio and exit the wizard.