Navigating AdvanceFlow

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The information in this topic will help you become familiar with AdvanceFlow navigation features.

The AdvanceFlow menu

The AdvanceFlow menu is in the upper-right corner of the application window. Through this menu, you can access the login screens for other Thomson Reuters applications and the AdvanceFlow help topics.

Using the navigation pane and workspace

The left side of the AdvanceFlow window 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 window.

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 window.
  • 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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