When you create a workspace, you can start with a blank one or modify an existing workspace or template and save it as a new one.

To create a workspace using a blank template:

1. On the Workspaces page, click Create another workspace and give it a name.

   You can also select a Start With workspace you or others in your company have created as a starting point for a new one.

   

2. Click Save.

   The new workspace is added to the Launch Workspaces section.

To create a workspace using an existing template:

1. Open the workspace and make the changes as needed.

2. Click File on the workspace tool bar and click Save As.

3. Enter a name for the new workspace and click Save.

   The new workspace is added to the Launch Workspaces section.

Opening a Workspace

To open a workspace:

1. In the Launch Workspaces section of the Trade application landing page, click the button containing the workspace name.

   

2. Optionally, you can click the drop-down menu and select Launch to open the workspace.