User Help System
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Work with Cards
Each major feature within the FirmSoft application is presented as a Card. For example, there are cards for Orders, Fills, Aggregate Fills, Mass Quote Cancel, Cancelation History, which can be opened and managed concurrently.
- Add a Card:
- Select FirmSoft application from the Menu Bar.
- Select +Add Card to display available functions, then select a card.

The card displays on the home page.
- Maximize/Restore/Close a Card:
Users may work with multiple cards concurrently in a single view.
| Icon | Card Controls |
|---|---|
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Maximize to the full width of window.
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Restore to normal card size.
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Close the card.
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Toggle between views: search fields/search results.
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Displays/Hides Columns that can be included in search results.
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Example of maximized Fills card:


