Active Documents Classic : Enable the Active Documents Dashboard

Enable the Active Documents Dashboard

When you first use Active Documents Classic, the Active Documents Dashboard on your Operations Center page might be minimized. Display it the way you would display any minimized page.

However, if the Active Documents Dashboard is not minimized or displayed, you must perform the steps in this topic.

Otherwise, go ahead and “Use the Active Documents Dashboard.”

Or, to work directly with your documents, click the Reports tab.

To enable the dashboard, do the following.

1
On the Operations Center page, click the Configure icon.
The Configure This Page area opens.
2
Click the Page Components title bar to open that area.

In the Copy to Operations Center column, click the Active Documents Dashboard check box > Set Components.
The Active Documents Dashboard is added to the Configure This Page

area.

3
(Optional) In the Active Documents Dashboard row, remove the check in the Minimize column check box to deselect the Minimize option, unless you want the Dashboard to display in a minimized state. (You can maximize the Dashboard manually.)
4
(Optional) If you want the Active Documents Dashboard to display above the Message Center on the Operations Center page, in the Order column, change the values to 1 for the Active Documents Dashboard and 2 for the Message Center.
5
Click Apply.
6
Trading Grid re-configures the Operations Center page and displays the Active Documents Dashboard.

16.2 release. Updated October 23, 2016


Trading Grid Online User Guide PDF


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