CUSTOMIZING CHECKPOINT YOUR CHECKPOINT HOME TAB

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1 CUSTOMIZING CHECKPOINT YOUR CHECKPOINT HOME TAB QUICK REFERENCE Checkpoint User Name: Password: To save your login name and password, select the Remember Me option on the login screen. For support, go to or call Thomson Reuters/Tax & Accounting. All Rights Reserved.

2 HOME or appears whenever there are new news updates or scheduled search results available in your subscription. (For example, News Flash item in the Today s Headlines pane.) The Warning your subscription. Banner also appears whenever updated content or scheduled search results are availablein Today s Headlines displays recent news headlines from the RIA Daily Updates. You can view more headlines from the News tab. Track It notifies you when a Case Law document or a ruling you are tracking has been referenced by new content. Scheduled Searches provides links to results of your scheduled searches. Quick Search lets you perform searches without having to access the Search tab. Select a Keyword Search method: A Terms & Connectors search lets you provide one or more keyword terms, and an Intuitive Search identifies sentences, connectors, or citations and interprets your query accordingly. (You can choose from any of the source sets in the Choose Source Set drop-down menu for your search.) New in My Subscription displays new Checkpoint features and content that has recently been added to your subscription. Click Read More to view more information about a headline. My Quick Links provides a set of customizable links to your frequently used Checkpoint sources and locations. Support & Product Training provides a set of links to product training, user guides, support contact information and interactive guided tours. 2

3 NEWS FLASHES AND SEARCH ALERTS Warning Icon A warning icon appears in a yellow banner whenever you have new items to view. Flash pane.) appears whenever there are new news updates. (News Flash icon will be visible inside Today s Headlines Set Home Tab as your Default Tab Finally, from General Settings in the Options dialog box, you can select the Home tab as your default page whenever you log in to Checkpoint. 3

4 MY CHECKPOINT - ORGANIZING CONTENT PANES With My Checkpoint on the Home tab, you can customize the Checkpoint features and content that you use the most. From the Current View dropdown menu, you decide which content panes to display on your Home tab. Click Manage My Views to place a removed content pane back on the Home tab or to 'add' or 'remove' other content panes. Most Content panes can be removed by selecting the delete icon. Content panes can be moved using the drop and drag You can collapse or expand the list of items inside a content pane by clicking the blue arrow to the left of the content pane title. If you click the arrow next to Government or Nonprofit, for example, the list of links collapses. (Click the arrow again to expand the contents.) 3

5 MANAGE MY VIEWS You cannot change visibility for three of the content panes: My Quick Links, New in My Subscription, and Training and Support in Predefined Views. (Notice that these choices are grayed out.) After selecting your preferences, click Save to store your changes. You can import views from another subscriber. Select Import Views. Then type the user name of the subscriber who has the views you need. When you return to the Home tab, you will see only the content panes you have selected on this screen. 4

6 CURRENT VIEW: ALL When you select All from the Current View drop-down menu, you can access every available Home tab option from a single screen. You can even left-click and drag frequently used content panes toward the top of the screen. You can also delete one or more of the panes. Customize this view or any view on the menu (or) create a new view to suit your needs. 6

7 MY QUICK LINKS From My Quick Links, you can add a set of customizable links to your frequently used Checkpoint sources and locations. Click Edit to open the Edit My Quick Links screen. Click Add Links. Then select the Checkpoint area where your new link is located using Select Quick Links From dropdown on the right. Use Site Map (Advanced) to select from any Checkpoint area. Click Organize Links to customize your Quick Links from the Organize Quick Link Display screen. Note: You can move links up and down on your list, delete one or more links or add one or more spaces between links. Click Export Links to quickly add links to your customers portal. Click Import Links to upload a file of previously exported Quick Links. Then select Replace to replace existing links with a new list, or select Merge to add new links to the existing list. Click the + symbol to expand the nodes and select the check box for the links you want to add. Click Save to save the new location to My Quick Links. 5

8 QUICK LINK ICONS In Checkpoint, an orange highlight in the left frame (or in the running header of the Table of Contents) indicates which function or tool you are currently using. On some screens, you will see Quick Link add/delete icons. Here, clicking Add Quick Link icon will automatically add the open function (in this example, Checkpoint World) to your list of quick links on the Home tab. Here, clicking Delete Quick Link icon will automatically delete the open function (in this example, Checkpoint World) from your list of quick links on the Home tab. 6

9 CREATE YOUR OWN CHECKPOINT VIEW You can customize My Checkpoint by creating your own view, which you can name and display whenever you need it. In the following example, after you have clicked the Manage My Views Checkpoint displays the Manage My Views screen: icon at the top right of the Home tab, Check the Content panes you want to display for your customized view. Click Create New Give your new view a name, such as Priority List in this example, and click Save. 7

10 MANAGE YOUR CUSTOM VIEWS Any view created by you will be visible under My Custom Views on the Manage My Views screen. You can Delete the custom view or Rename it. Click the view name (here, Priority List) to display customization options for the selected view on right. Check or uncheck the Content panes you would like to see in this view and click Save. 8