the investment banking workspace getting started page · • a new workspace tab will be created on...

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The Investment Banking Workspace Getting Started Page WHY SHOULD I USE THE APP? Thomson Reuters Eikon gives you access to the content and analytical tools you need to support your daily workflow, enabling you to identify new opportunities and gain deep understanding of markets, industries, companies, and events. The new Investment Banking Workspace Getting Started page will help you quickly navigate relevant content and add it to your workspace. KEY FACTS Build your personal Eikon experience with a curated library of apps and content sets most useful to the investment banking workflow Browse through key categories to learn about our reference, analytics, and productivity tools Click any item to add to your workspace Access training videos for a deeper understanding of Eikon’s capabilities Access from the Workspace button This quick “wizard” type tool will help you view the most relevant apps to add to your workspace. View the evolving list of top related Banking apps TOP TIPS ON HOW TO USE THE APP Access the Workspace from the icon on the top right side of the desktop, select “Templates”, “Banking and Research”, “Investment Banking” and then “Getting Started - IB”. A new workspace tab will be created on your top toolbar. Leave this tool open as you customize. As you select apps and pages, some will open as a top tab and others will open as a floating app based on your selection. This is a basic way to set up a workspace. Once you are more comfortable, you can explore the search bar and the app library for additional capabilities. Save your customized workspace when exiting and it will open with your Eikon desktop. NEED HELP? You can contact us directly through Messenger using the Customer Support contact. You can access our entire blended learning offer on the Training site: training.thomsonreuters.com/ © 2016 Thomson Reuters. S034180 04/16.

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Page 1: The Investment Banking Workspace Getting Started Page · • A new workspace tab will be created on your top toolbar. Leave this tool open as you customize. As you select apps and

The Investment Banking Workspace Getting Started PageWHY SHOULD I USE THE APP?Thomson Reuters Eikon gives you access to the content and analytical tools you need to support your daily workflow, enabling you to identify new opportunities and gain deep understanding of markets, industries, companies, and events. The new Investment Banking Workspace Getting Started page will help you quickly navigate relevant content and add it to your workspace.

KEY FACTS• Build your personal Eikon experience with a curated

library of apps and content sets most useful to the investment banking workflow

• Browse through key categories to learn about our reference, analytics, and productivity tools

• Click any item to add to your workspace

• Access training videos for a deeper understanding of Eikon’s capabilities

Access from the Workspace buttonThis quick “wizard” type tool will help you view the most relevant apps to add to your workspace.

View the evolving list of top related Banking apps

TOP TIPS ON HOW TO USE THE APP• Access the Workspace from the icon on the top right side of the desktop, select

“Templates”, “Banking and Research”, “Investment Banking” and then “Getting Started - IB”.

• A new workspace tab will be created on your top toolbar. Leave this tool open as you customize. As you select apps and pages, some will open as a top tab and others will open as a floating app based on your selection.

• This is a basic way to set up a workspace. Once you are more comfortable, you can explore the search bar and the app library for additional capabilities.

• Save your customized workspace when exiting and it will open with your Eikon desktop.

NEED HELP?You can contact us directly through Messenger using the Customer Support contact.

You can access our entire blended learning offer on the Training site: training.thomsonreuters.com/

© 2016 Thomson Reuters. S034180 04/16.