Scorecards can be customized at any time in the Platform. Editing a Scorecard template will not update the Scorecard for existing clients. However you can update an existing Company's Scorecard.

Customize a company Scorecard
Customize a Scorecard template

Customize a company Scorecard

To customize an existing companies Scorecard, follow these steps:

1. From the Scorecard dashboard, select the Scorecard you would like to edit.

2. Go to the Sub menu, then select Scorecard settings.

3. Under Scorecard select the Item menu, then select Edit.

4. Select the Topic from an Area.

5. From here you can:

Mark the Topic as priority or not as priority: Marking a Topic as a Priority means that the Topic is important. Select the Item menu, then select Mark as priority or Mark as not priority.

Select Requirements to include in scorecard: If a Requirement no longer applies to the Scorecard you can turn the Requirement Off.

Remove Topics: To delete all Topics within an Area select the Item menu, then select Remove from Scorecard. The Area will remain but all the Topic will be deleted.

Document Organization: Activate document organization to help categorize Topics that have a large number of documents. Select Edit, then select the categories that the documents are to be organized by. Learn more here.

⚠️ Good to know: Areas cannot be edited or deleted, only Topics. Learn more about Areas here.

6. Select Add Topics, then select any existing Topics that you would like to add.

✅ Tip: You can Select all to add all of the existing Topics.

7. Then select Add topics.

8. To create new Topics within an Area, select Create topic from the Add topic pop up.

9. Enter the following:

Topic name: Give the topic a name that companies will understand.
Area: Confirm the Area that this topic relates to.
Description: Give the topic a description of what it is.

10. Go to Requirements, then select Add to enter any Requirements that apply to the Topic.

✅ Tip: Topics must have at least one Requirement.

11. Under Relevance, select the Drop down menu to add any other applicable Industry, Material event and Company size that this Topic should relate to.

12. Once completed, select Done.

⚠️ Good to know: Selecting industries, material events, and company sizes where this topic is relevant so Firm Admins and Firm Users can find it when creating new scorecards.

13. Under the Topic Guide, answer the questions.

14. Once completed, select Create topic.

15. Then, continue customizing the Scorecard as needed.

Customize a Scorecard template

To customize a Scorecard template for future clients, follow these steps:

1. Go to the Top navigation menu, then select Templates.

2. Under Templates, select the Scorecard template you would like to edit.

3. Scroll down to the Areas, from here you will see all the Topics that are included in the Areas.

4. Select the Topic from an Area.

5. From here you can:

Mark the Topic as priority or not as priority: Marking a Topic as a Priority means that your client will need to complete this Topic. Select the Item menu, then select Mark as priority or Mark as not priority.

Select Requirements to include in scorecard: If a Requirement no longer applies to your clients Scorecard you can turn the Requirement Off.

Remove Topics: To delete all Topics within an Area select the Item menu, then select Remove from Scorecard. The Area will remain but all the Topic will be deleted.

Document Organization: Activate document organization to help categorize Topics that have a large number of documents. Select Edit, then select the categories that the documents are to be organized by. Learn more here.

⚠️ Good to know: Areas cannot be edited or deleted, only Topics. Learn more about Areas here.

6. Select Add Topics, then select any existing Topics that you would like to add.

✅ Tip: You can Select all to add all of the existing Topics.

7. Then select Add topics.

8. To create new Topics within an Area, select Create topic.

9. Enter the following:

Topic name: Give the topic a name that companies will understand.
Area: Confirm the Area that this topic relates to.
Description: Give the topic a description of what it is.

10. Go to Requirements, then select Add to enter any Requirements that apply to the Topic.

12. Once completed, select Done.

⚠️ Good to know: Selecting industries, material events, and company sizes where this topic is relevant so you can find it when creating scorecards.

12. Under the Topic Guide, answer the questions.

13. Once completed, select Create topic.

14. Then, continue customizing the Scorecard as needed.