Sending and Sharing Market Assumptions

To send a set of market assumptions within your firm, do the following:

1. In the left navigation pane, click the Investment Planning tab, and then click Market Assumptions.

2. Check the box to the left of the set of market assumptions you want to share.

3. From the Action menu located above the grid, click Send To...Within My Firm. The Find Users Within My Company dialog box opens.

4. Find the user(s) to whom you want to send the list and click Add.

5. Click OK.

6. A dialog box confirms that the assumptions were sent. Click OK.

To send a set of market assumptions outside your firm, do the following:

1. In the left navigation pane, click the Investment Planning tab, and then click Market Assumptions.

2. Check the box to the left of the set of market assumptions you want to share.

3. From the Action menu located above the grid, click Send To...Outside My Firm. The Send Copy to dialog box opens.

4. Enter and confirm the e-mail address of the person to whom you want to send the market assumptions, then click Add User. The e-mail address appears in the Selected Records box.

5. Click OK.

6. A dialog box confirms that the assumptions were sent. Click OK.

To share a set of market assumptions within your firm, do the following:

1. In the left navigation pane, click the Investment Planning tab, and then click Market Assumptions.

2. Check the box to the left of the set of market assumptions you want to share.

3. From the Action menu located above the grid, click Share With...Within My Firm. A dialog box appears.

4. Click Add User. The Find Users Within My Company dialog box opens.

5. Find the user(s) to whom you want to send the market assumptions and click Add.

6. Click OK.

7. Check the Read Only or Read/Write check box, then click OK. The assumptions have been shared.

Note: Checking Read/Write will allow the recipient to make changes to the list.

To share a set of market assumptions outside your firm, do the following:

1. In the left navigation pane, click the Investment Planning tab, and then click Market Assumptions.

2. Check the box to the left of the set of market assumptions you want to share.

3. From the Action menu located above the grid, click Share With...Outside My Firm. A dialog box appears.

4. Click Add User. The Sharing a File dialog box opens.

5. Enter and confirm the e-mail address of the person to whom you want to send the market assumptions, then click Add User. The e-mail address appears in the Selected Records box.

6. Click OK. You are returned to the previous dialog box.

7. Check the Read Only or Read/Write check box, then click OK. The assumptions have been shared.

Note: Checking Read/Write will allow the recipient to make changes to the list.