Once a profile has been created, it will be available for you to apply any time you create a new security.
To apply a previously created security profile:
- From the toolbar, click Create New.
You see the Create New panel. - Click the Data Strategy drop-down list and select a data strategy. Then click Ok.
- From the toolbar, click Open Profiles.
You see the Open Profiles dialog box. - From the Profile Name column, select the profile that you would like to use and then click Apply.
A dialog box displays indicating that the profile has been successfully applied. - Click OK.
- Click Save.
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