Fundamentals -General

The Fundamentals Window has 2 panes -the Navigation Pane and the Fundamentals Pane.

The Navigation Pane can be hidden using the Hide Tree command by right-clicking anywhere on the fundamentals window.

 

Navigation choices are always available from the Right-click menu

and from the pulldown on the top toolbar

Likewise the Navigation Pane can be restored by right-clicking on the Fundamentals and selecting Show Tree

PDFs

The Fundamental Pane Information can be converted to a PDF file for printing or sending via email.

Right-Click on the Fundamental Pane to choose the PDF options.

Show PDF

Show PDF will convert the selected Fundamental Page into a PDF document and open it in a reader. The PC must have Adobe Acrobat Reader or some other PDF reader to use this function.

 

Save PDF

If the PDF is already rendered as shown above it may be simpler to just save using the Save command in the Reader application. Otherwise, selecting Save PDF will bring up this dialog:

Send PDF by email

this requires that you have a non-browser based email solution such as Microsoft Outlook installed. If it is not installed or set up properly you will receive this message:

Scroll or Advance through Symbol History

When several symbols have been added to a Fundamental Window the can then be accessed either by pulling down the Symbol text entry field

 

Or by using the forward and back arrows to the right of the search and go buttons

Symbol Lookup

As with Many other Connect windows, Symbol Lookup is available by clicking on the magnifying glass icon next to the symbol text files

This bring up the Symbol Lookup window

Selecting a Symbol from this window will place the symbol in the Fundamentals Symbol window and all of the fundamentals data delivered in the window will be for that Symbol.

Favorites

It is possible to organize your favorite research items in custom lists at the top called Favorites

 

To Create a new Favorites category right-click on the Favorites item in the All Research Tree

It is then possible to drag research items from elsewhere on the tree into the Favorite item

note: Adding a research item to a Favorites folder, or even multiple favorites folders does not remove that item from the regular Research Tree.

Printfolios

A new Printfolio feature has been added to the Fundamentals window to allow users to configure printing for one, some or all of the Fundamentals pages. This will enable better creation of client-ready printouts. Just as with Favorites, different Fundamental Pages can be dragged into the Printfolios area.

Create Folios under Printfolios with a browser right-click.

To Print a Printfolio, right click on the Folio Name and select Print

To Rename a Printfolio rightclick on it

To Delete a Printfolio, right click and select delete