Pin a sidebar panel, such as Help or Worklists. While pinned, the panel remains open and anchored on the left side of the application window, but does not obscure the contents of the main window.
Pinning enables you to position information that you can refer to while continuing to work in the main Wealthscape window.
Double arrows (») at the bottom of the panel enable you to expand the width of the panel to better view its content. Once expanded, the panel remains expanded until you collapse it. For example, if you expand the panel then sign out of Wealthscape, the sidebar opens as expanded upon the next sign in.
Left-pointing arrows («) indicate the panel is collapsed.
On the sidebar, select an icon.
- The panel opens.
On the upper right corner of panel, select the Push Pin icon.
- The main application window shifts to the right of the panel.
- The panel is anchored in place without obscuring the window below.
Select the Push Pin icon again to unpin the panel.
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