Personal Documents

Users can create, maintain and manage personal documents and store them on the Trader Desktop. There are several document types that can be created:

• MSWord
• MSExcel
• Rich Text files (.rtf)
• Text files (.txt)

Once created, documents can also be organised into folders and sub-folders.

Viewing Personal Documents

To view an existing Personal Document click the Folder on the Primary Navigation Bar.

From the document navigation panel select a folder. The documents in this folder will be displayed in name order by default. This can be changed double clicking on the column headings.

Double click on a document to open it in its native application.

Creating A New Personal Document

To create a new Personal Document click on the Trading Entities Button on the Navigation Pane. From the document navigation panel click on the Create New button.

Select a document type from the pop out list that appears. Give the new document a name and click the Save button. Once the document has been created it can be opened and edited in its native application.

User Personal Tiles can be created to provide shortcuts to Personal Documents within ITAS.

Creating User Personal Tiles

User Personal Tiles are created by clicking on the Add Shortcut Tile on the Trader Desktop homepage. Click on the Add Shortcut Tile to reveal the Add Shortcut screen

Enter the Name of the new Tile, the Address of the item the Tile is going to create a short cut to and choose an Icon from the dropdown list. Click the Add button and the Tile will be added to the Trader Desktop Homepage.

Removing User Personal Tiles

User Personal Tiles can be removed from the Trader Desktop Homepage by hovering the cursor over the top right corner of the Tile to reveal a pin. Click the pin to remove the shortcut.