Unlocking or Redocking the Pane

Procedure

To undocked the Company Data or Portfolio Details pane:

  1. Select and open the pane.
  2. Do one of the following:

    • Right-click on the tab and select Undock Window from the menu.

    • Select the tab and drag the pane up.

    The pane displays as a separate window which you can move around and or resize.

Next Steps

To re-dock the pane, do one of the following:

  • Click X on the tab next to company/portfolio name

  • Right-click on the tab and select Dock Window from the menu.

To set up a new horizontal or vertical tab group:

  1. Select the corresponding selection in the tab right-click menu.