Quick introduction to the user interface
Touchstone Re user interface.
The Touchstone Re user interface is designed to be intuitive. Most activity happens in the Reinsurance pane (largest pane), which displays as the Home tab when the application is first opened. Use the collection of available tabs, panes, and drop-down menus to navigate through your work processes. Information on each of these elements are provided in the following topics.
Common Activities
Common activities include:
-
In the Reinsurance pane, click the
Companies tab to view the list of existing companies. The list
defaults to My Companies; for a full listing select
All Companies. -
In the Reinsurance pane, click the
Portfolios tab to view the list of existing portfolios The list
defaults to My Portfolios; for a full listing select
All Portfolios. -
Click
to
refresh the list. -
Click the column header (e.g., Name, Type, Date) to change the order of the listing.
-
Select a filter in the row below the column header; filter selections will be appropriate to the column type; some columns include a drop-down menu, a
, or a 
. When appropriate enter
a value in the associated text box for the filter to act on. -
Click
in the first column header to bring up the
Column chooser
and manage which columns will
display and in what order.
Common buttons
A suite of Common buttons enable you to perform various operations and are contextual, that is, a button appears only when it is relevant to the task or environment at hand.