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

Subscribe to a Palette

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