When you open a symbol in a new document, you first choose which document type you want to display, and then add one or more symbols with the Symbol Search dialog. For example, you could create a new chart document and add the DAX symbol to it.

Note             The Symbol Search dialog will not show up for news and web watch documents, as those don’t show quote data.

To open a symbol in a new document

▪       On the File menu, click New Document.

Note             You can also click on the New Document icon in the Main toolbar:

▪       In the New Document dialog, choose the document type by clicking on the corresponding tab.

▪       In the Template pane on the left side, click on the template that you want to use. You can see a preview of the template in the Preview pane on the right side.

Note             The default template (red label) is preselected. You can change the default template: See Organizing Templates.

▪       Click OK. The Symbol Search dialog is displayed.

▪       Enter your search term in the first field on the left side and change the search settings, if necessary. For more information, see Searching for Securities in the Symbol Search Dialog.

▪       Click on the green button or press the Enter key to start the search.

▪       Select the symbol(s) that you want to open with the new document.

▪       Click OK. The new document is formatted with the chosen template.

To open a symbol in a new document from the toolbar

▪       Click on the arrow of the New Document icon in the Main toolbar.

▪       Choose a document type from the list.

▪       In the Symbol Search dialog, enter your search term in the first field on the left side and change the search settings, if necessary. For more information, see Searching for Securities in the Symbol Search Dialog.

▪       Click on the green button or press the Enter key to start the search.

▪       Select the symbol(s) that you want to open.

▪       Click OK. The new document is formatted with the default template.

Note             For time and sales documents and price pages, there are additional standard templates. See Price Page and Time and Sales.