Navigating AdvanceFlow

Alerts and notices

Use the information in this article to help you become familiar with AdvanceFlow navigation features.

AdvanceFlow menus

The AdvanceFlow menus are in the upper-right corner of the screen. Through these menus, you can change your password, adjust application preferences, access the login screens for other Thomson Reuters applications and websites, access the AdvanceFlow help articles, and log out of AdvanceFlow.

Click your name to do the following.

Click the Log Out link to log out of AdvanceFlow.

Using the navigation pane and workspace

The left side of the AdvanceFlow screen is the navigation pane, where you can access the AdvanceFlow Dashboard, your engagements, templates, and AdvanceFlow administration features. Select an item in the navigation pane to view and edit its contents in the workspace on the right side of the AdvanceFlow screen.

Notes

  • To hide the navigation pane, click the Collapse Collapse button button. To restore the navigation pane, click the Expand Expand button button on the left side of the AdvanceFlow screen.
  • To minimize or expand the ribbon in the workspace, click the Minimize ribbon button and Expand ribbon button buttons in the upper-right corner of the ribbon.
  • To open the selected workspace tab in a new window, click the Open in New Window Open in new window button button next to the tab name.
  • To minimize buttons at the bottom of the navigation pane, click the arrow in the lower-right corner of the navigation pane and choose Show Fewer Buttons. Repeat this action for each button that you want to minimize.

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