Creating and Using Search Templates

You can save your search settings in a search template. This means that you can e.g. create a template to search for futures on Eurex. Several search templates have been predefined already. You can change them or create your own additional search templates.

To use a search template

▪       Click on the Search Settings arrow.

▪       Choose a search template from the list.

▪       Enter your search terms and start the search.

To create a new search template

▪       Choose your settings in the Exchanges, Types and Search By lists. For example, select "Eurex" in the Exchanges list and "Future" in the Types list.

▪       In the Search Settings box, enter the name for your search template.

▪       Click on the Search Template button and choose Add. The search template is now saved.

▪       Enter your search terms and start the search.

To change an existing search template

▪       Choose your settings in the Exchanges, Types and Search By lists.

▪       Click on the Search Template button and choose Save as.

▪       Choose the template that you want to change. The new settings are saved in this template and replace the old settings.

To set a default search template

▪       Click on the Search Settings arrow and choose the template that you want to use as default.

▪       Click on the Search Template button and choose Set As Default.

Note             The default template is used when opening the Symbol Search dialog (see Searching for Securities in the Symbol Search Dialog), creating a new document with File > New Document (see Opening Symbols in New Documents), and when inserting symbols into a document (see Inserting Symbols).

To rename a search template

▪       Click on the Search Settings arrow and choose the template that you want to rename.

▪       Click on the Search Template button and choose Rename.

To delete a search template

▪       Click on the Search Settings arrow and choose the template that you want to delete.

▪       Click on the Search Template button and choose Delete.