CUSTOMIZING CHECKPOINT TO WORK FOR YOU

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1 CUSTOMIZING CHECKPOINT TO WORK FOR YOU QUICK REFERENCE HOME Click Manage my views to modify your Current View or to create a new view. Edit and customize your Quick Links to access links to your frequently used Checkpoint sources and locations. Click a link in the Track It pane, which notifies you when a Case Law document or a ruling you are tracking has been referenced by new content. Scheduled Searches provides links to results of your scheduled searches. Content panes can be moved using the drop and drag function. Content panes can be removed by selecting the delete icon. Content panes can be expanded or collapsed by selecting the blue triangle. Quick Search lets you perform searches without having to access the Search tab. (You can choose from any of the source sets in the Choose Source Set drop-down menu for your search.) For support, go to or call Thomson Reuters/Tax & Accounting. All Rights Reserved

2 HOME (Continued ) Set your Default Tab From General Settings in the Options dialog box, you can select any of the Checkpoint tabs as your default page whenever you log in to Checkpoint. 2

3 MY CHECKPOINT - ORGANIZING CONTENT PANES With My Checkpoint on the Home tab, you can customize the Checkpoint features and content that you use the most. From the Current View drop-down menu, you decide which content panes to display on your Home tab. You can also select All from the Current View drop-down menu to access every available Home tab option. Click Manage My Views to place a removed content pane back on the Home tab or to 'add' or 'remove' other content panes Most content panes can be removed by selecting the Delete icon. You can collapse or expand the list of items inside a content pane by clicking the blue arrow to the left of the Content pane title. 3

4 MANAGE MY VIEWS You cannot change visibility for three of the content panes: My Quick Links, New in My Subscription, and Training and Support in Predefined Views. (Notice that these choices are grayed out.) After selecting your preferences, click Save to store your changes. You can import views from another subscriber. Select Import Views. Then type the user name of the subscriber who has the views you need. When you return to the Home tab, you will see only the content panes you have selected on this screen. 4

5 MY QUICK LINKS From My Quick Links, you can add a set of customizable links to your frequently used Checkpoint sources and locations. Click Edit to open the Edit My Quick Links screen. Click Add Links. Then select the Checkpoint area where your new link is located using Select Quick Links From dropdown on the right. Use Site Map (Advanced) to select from any Checkpoint area. Click Organize Links to customize your Quick Links from the Organize Quick Link Display screen. Note: You can move links up and down on your list, delete one or more links or add one or more spaces between links. Click Export Links to quickly add links to your customers portlet. Click Import Links to upload a file of previously exported Quick Links. Then select Replace to replace existing links with a new list, or select Merge to add new links to the existing list. Click the + symbol to expand the nodes and select the check box for the links you want to add. Click Save to save the new location to My Quick Links. 5

6 QUICK LINK ICONS In Checkpoint, an orange highlight in the left frame (or in the running header of the Table of Contents) indicates which function or tool you are currently using. On some screens, you will see Quick Link add/delete icons. Here, clicking Add Quick Link icon will automatically add the open function (in this example, Checkpoint World) to your list of quick links on the Home tab. Here, clicking Delete Quick Link icon will automatically delete the open function (in this example, Checkpoint World) from your list of quick links on the Home tab. 6

7 CREATE YOUR OWN CHECKPOINT VIEW You can customize My Checkpoint by creating your own view, which you can name and display whenever you need it. In the following example, after you have clicked the Manage My Views Checkpoint displays the Manage My Views screen: icon at the top right of the Home tab, Check the Content panes you want to display for your customized view. Click Create New View. Give your new view a name, such as Priority List in this example, and click on Save. 7

8 MANAGE YOUR CUSTOM VIEWS Any view created by you will be visible under My Custom Views on the Manage My Views screen. You can Delete the custom view or Rename it. Click the view name (here, Priority List) to display customization options for the selected view on right. Check or uncheck the Content panes you would like to see in this view and click Save. 8

9 SEARCH Creating and Saving a Customized Source Set To create and save a customized source set from the search menu: 1. Click the Practice Area drop-down list from the left navigation pane and select All Practice Areas. 2. Select the check boxes for the sources you want to include. 3. Click the Save link next to the Choose Sources from drop-down list. 4. In the pop-up window, enter a name for the saved list and click OK. 5. The saved source set is added to the Choose Sources from list. 9

10 TABLE OF CONTENTS Using the My Titles Feature The My Titles feature in the Tables of Contents screen lets you create and save a list of your most commonly used sources for easy recall and review. 1. In the left navigation bar, click Titles under the Jump To heading. 2. Click Create My Titles. 3. Select the check boxes for the sources you want to include in your custom titles list and click Save. 10

11 NEWS From News screen in Checkpoint, you can set your default News preferences. Click on Set Display/ Preferences placed at the top-right of the News screen. This opens News /Display tab in the Options dialog box: Select the format for the RIA Newsletters from two columns of check boxes: Complete Newsletter - The newsletter is distributed as a complete publication, one newsletter per . Daily Update - The newsletter is distributed as a series of daily updates. All daily update newsletters are grouped together in a single . A third column of check boxes, Display Options, lets you choose which updates you want to appear on the News screen. 11

12 OPTIONS Configure your keyword search result display options From the Options dialog box, you can set your keyword search result display preferences. 1. Select Search/Display from the left navigation panel in the Options dialog box. 2. Select your default search result views for Search and Table of Content screens. Select Source List to display the number of documents contained in each source type. This view will guide you to the sources that contain the most relevant documents with a green star. It also allows you to expand you to expand each source to view the Top 3 most relevant documents for that source based on the keywords entered and sources selected. Select All Documents to display all of the documents that meet your search criteria. Select Table of Contents to display the documents that meet your search criteria in the Table of Contents hierarchy format. (Great for State and Local practitioners) 12

13 OPTIONS (Continued ) Search Results Filter Options From the Search/Display tab within Options dialog box, you can select whether to see hits only or text surrounding the keyword hit: Select View Sources with Hits Only to have the Search Results list display only sources that include hits. Select Display Words Around Hits (recommended) to see a brief excerpt of the document text containing the keyword hit in the document list results. You can also select a default display option for the Search Results in the Table of Contents view. Note: Click Save and Close at the bottom-right of the Options dialog box once you have set your default preferences. 13