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11.4. Virtuoso Palettes

Introduction to Virtuoso Palettes

Virtuoso Palettes are customized navigation panels which allow you to organize your Launcher Buttons.    Palettes can be created based on the rolls within your firm (e.g. Advisor), or can be created based on user (e.g. Bill).   Users can subscribe & unsubscribe various palettes based on their needs.

Video: Virtuoso Palettes

Create a Palette

Right-click in the gray area of the Virtuoso toolbar and select "Add New Palette"
 
 
The "Edit Palette" window will open:
 
 
Fill in the following fields:
 
Palette Caption - Type a name into the caption field for your new palette.  This will show in the title bar of the Palette in Virtuoso.
 
Palette Description - provide a brief description.  This will show in the subscription screen

Note: Virtuoso will not permit you to create a palette with the same name as an existing palette.

Optional Features:
 
Locked Check Box- Selecting the Locked check box option will prevent users from editing the palette (including yourself).  If  you want to edit the palette, you must right-click in the gray area of the palette, select "Edit Palette" and uncheck the box.
 
Template Check Box - Selecting the Template check box will allow you to set this palette as a default palette.  When a new user launches Virtuoso, by default, they will be subscribed to this palette.  They can unsubscribe to this palette if necessary.

Subscribe to Palettes

You can select which palettes you wish to subscribe to.  Subscribing to a palette will place that in the Virtuoso navigation panel for you to select from.  You can subscribe to the palettes that are applicable to the types of documents you wish to access.

To subscribe to a palette:

Right click in the grey area of the Virtuoso toolbar and select "Subscribe to Palettes"

This will open a list of palettes that you can subscribe to.

From this window, check the check box for the palettes you want to use, then select "OK".

The palettes you subscribed to should now appear in Virtuos.

If you subscribed to more than one palette, toggle between them by clicking on the gray title bars

 

 

Clone Palettes

You may want to "clone" or create a copy of an existing Palette.  For example, if you are a new employee and want to create a copy of another user's palette then make changes to your copy, you may do so.

To Clone a Palette:

Subscribe to the palette you wish to Clone.

Right click in the gray area of that palette and select "Clone Palette"

The "Edit Palette" window will open prefilled with "Copy of <<Name of Palette>>", and the Palette description.

Palette Caption - Rename appropriately

Palette Description - Rename appropriately

Optional Features:
 
Locked Check Box- Selecting the Locked check box option will prevent users from editing the palette (including yourself).  If  you want to edit the palette, you must right-click in the gray area of the palette, select "Edit Palette" and uncheck the box.
 
Template Check Box - Selecting the Template check box will allow you to set this palette as a default palette.  When a new user launches Virtuoso, by default, they will be subscribed to this palette.  They can unsubscribe to this palette if necessary.

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