Using Workspaces

After you have worked with the system for awhile, you will probably find that there is a certain set of forms that you work with frequently (if not daily), and that you like to use in a particular arrangement in your work area.

The system provides a way to save and open such a configuration of forms easily, so you do not have to redo it every time you use the system. In the system, this configuration of forms is called a workspace.

Once you have set up and saved a workspace, you can either open it manually through the Form menu, open it through a shortcut in the Explorer, or set the system to open it automatically when you log in. You can also later modify the arrangement of the forms, and even add or delete forms from the workspace. And, should you decide you no longer need it, you can delete a workspace.