Viewing and Editing In Folders Information

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

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

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

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

   If the scorecard has been 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 select the desired folder. Alternatively, if the desired home folder name already appears in the Others table, you can simply select it and click Define as Home Folder. The selected folder becomes the scorecard's home folder. 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 scorecard and exit the wizard.