Getting your PC ready and setting up your

workspace.

Before you start working you should have a few programs installed. Some will
require admin rights, but the IT will help. Check if you have all the apps installed
before moving on.
- Google Chrome
- Alternative browser (Opera or Firefox)
- Front
- Aircall
- MT4/MT5 trading platforms (Admin rights required)
- cTrader trading platform
- VPN software
- Microsoft Teams (Admin rights)
- Microsoft Office suite desktop version (Admin Rights)
- Outlook
- TeamViewer
- Snipaste (for screenshots OPTIONAL) installed from Microsoft Store

Installed on your Smartphone

- Google Authenticator
- MT4/MT5 platforms
- cTrader
- Microsoft teams

Miscellaneous settings:
- Make sure the time in your PC is correct
- Add any additional language to your keyboard if needed
- Make sure your sound and microphone is working
- Enable notifications for all the required apps
Multiple Screens
If you have multiple monitors, you will want to adjust the position and orientation
of your screens to fit your preference. To do this click the Start menu > Settings >
System > Display > Multiple Displays or Right click on your desktop > Display
Settings

Depending on the number of screens you have your setup may vary.
By default, the screen from your laptop will be mirrored. That means you will see
the exact same image on your laptop and on your screen.
To change it click on the first screen and select "Extend desktop to this screen"

At this point you will have your desktop extended across 2 or 3 screens.
Now you want to adjust the order of your screens.

To do this click the identify button and you will see "Numbers pop up on your screen left corners"
Your laptop should be screen 1 and then the rest depends on the number of external screens
you have.
You can safely ignore your laptop screen as you will not use it.
Now you need to pick a main screen. You can pick any of the screens as your main display. A
main display will show your desktop with all the icons and shortcuts.
To set your screen as a main display clock on it and select Make this my main display.

And now just drag and drop the screen on the settings to fir your needs.
Remember: The navigation between screens with the mouse cursor will depend on the setup
you choose. Only the right side of the screen will overflow, which means you can move the
mouse from one screen to the next.
The recommended setup is with the main screen on the left and 2nd screen to the right.

Enabling Notifications
System wide notifications from Windows are required in order to receive
notifications from programs such as Aircall, Front, Chrome or Teams so you can
be notified of a new phone call, email or chat.
To enable notifications for required programs are enabled: Chrome, Outlook,
Teams, Front and Aircall. If the apps are not on the list open each app once and
check again.
Click START> SETTINGS > SYSTEM > NOTIFICATIONS > TOGGLE SWITCH TO ON
NEXT TO EACH APP

Adding new Language to your Keyboard

If you need to type in a language other than English that uses special characters
not found in the English alphabet, you may want to add that language as an
option to your keyboard.
Click START > SETTINGS > TIME AND LANGUAGE > LANGUAGE AND REGION >
ADD LANGUAGE
Once the language is added click the three dots on the right side and select
“Language options”

Scroll down and add your desired keyboard layout for your chosen language.

You can use WINDOWS + SPACEBAR to switch between keyboards or ALT + SHIFT
The language currently active will be shown in the taskbar next to the clock.

Workspace
If you need more space other than what you already have with your monitor
setup you can easily add new DESKTOPs to your setup.
Click the desktop Switcher button in the taskbar and then create a new desktop.
You can create as many as you want and need. You can use each new desktop
for organizing your workspace and programs. You can have separate programs
running on each desktop.
If you need to switch between them, you can use the CTRL + WINDOWS + LEFT &
RIGHT ARROW KEYS.
If you have multiple screens, you can very quickly gain more desktop space. You
can set a new wallpaper for each desktop to quickly distinguish between them.

Other Tips:
Pin your most used apps and programs to the taskbar for quick and easy access.
If you need more space, for programs you can pin the apps to the start menu.

Need to find a program quickly? Click the START menu and type in the name of
the program for a quick search.

Switching between opened programs:

If you have too many programs opened, you can use ALT + TAB to switch quickly
between your opened programs

Google Chrome
Google Chrome will be the main browser that you will use and can be very
powerful when used right. Google Chrome should be your default browser.

Enable the bookmarks bar for quick and easy access to your bookmarks. Press
CTRL + SHIFT + B
Start adding and organizing your bookmarks from the start. Use folders if needed.
Main bookmarks:
- Convrs
- CRM
- Sharepoint (5) - General, Accounts, Funding, Support, Official Sharepoint
- OQtima.com & OQtima.eu main page (or whichever is applicable)
- Nectar
- Bamboo
- CTrader help guide (from Spotware)
- Time-zone converter (optional)
- Add any bookmark you need such as registration page, portal log in etc.
- Feel free to add your own (found a good tool useful to others? feel free to
share it with teammates)
Other settings REQUIRED!!!
Some settings are required to be enabled for proper functionality of our services
as our live chat relies on browser notifications. Ensure these settings are enabled
and then test out the functionality yourself in various scenarios (e.g browser
window minimized, switched to different tab, other full screen app placed in front
of Chrome). If notifications from Convrs are not working for you, ask for help.
Enabling Chrome Notifications – REQUIRED!!!
Once you receive the log in details for Convrs (live chat) and you log in Navigate
to AGENT CHAT > ACTIVE CHATS within Convrs. If the browser asks you to grant
permissions allow all of them.
Then click the 3 dots in the top right corner of the browser and go to SETTINGS
and select PERFORMANCE.
Turn the MEMORY SAVER option to OFF.

On the same page click the ADD option for “Always keeps these sites active” Copy
and paste the convrs link and save it.

Next go to PRIVACY AND SECURITY > SITE SETTINGS

Scroll down till you see NOTIFICATIONS and ensure the “Sites can ask to send
notifications” is enabled.

Scroll down and add Convrs to allowed sites.

Once done click the small arrow on the right and double check that notifications
are Allowed. Once here also make sure you allow Sound and background Sync.

Optional settings
Want to speed up your work? Opening the same sites every time you open your
browser? Try the ON STARTUP option.
Add the website/s you need for your work, and they will open every time you open
your Chrome. You can add as many as you like.

Recommended at startup: Convrs, CRM (EU & GL or whichever is applicable),

OQtima.com
Optionally you can also add the client portal if you like.
Translation
Need anything translated fast? Few words, a sentence or two? Try the Google
translate Extension.
Go to https://chrome.google.com/webstore/ and search for the Translate
extension. Click on the Search result and click ADD TO CHROME.
Once Installed it will be enabled. Now every time you are on a website in other
than the default language set in your PC and Chrome you can use the Translate
extension to translate a few sentences at a time. Simply highlight a word or a
sentence and click the translate icon that will pop up.

Other Chrome options:

Sometimes you will need to troubleshoot stuff, or you just want to speed up your
work. For troubleshooting incognito window is great. It allows you to load a
website without cookies. If you notice a misbehavior on our website, you can test it
out to see if it is just your browser or the website in general.
Other times you need to force reload the entire website to load all the HTML code
from the beginning. Need to find something specific on a page. Yeap, we have
that.
Too many tabs opened? Don’t worry, we got you covered too.
- Open incognito window: CRTL + SHIFT + N
- Refresh a website: F5 / click the RELOAD button in the browser / CTRL + R
- Force Refresh a website: CTRL + F5 or HOLD CTRL + RELOAD button in the
browser
- New Tab: CTRL + T
 - Jump between opened tabs: CTRL + TAB (Next) / CTRL + SHIFT + TAB
(Previous)
- Jump to a specific tab: CTRL + 1 to 8
- Close current tab: CTRL + w
- Reopen previously closed tabs (order they were closed) : CTRL + SHIFT + t
- Universal search on a page: CTRL + F
- Zoom in & out: CTRL + mouse scroll wheel
- Reset Zoom: CTRL + 0
- Scroll horizontally on the page: SHIFT + mouse scroll wheel
- Open a link in a new tab: link click with mouse scroll wheel

You will be using programs such as Word and Excell. Here are a few tips and tricks
to make the most out of them so you can work effectively.

Microsoft Word
The most used features of Microsoft Word will be text formatting.
At OQtima we use the Sofia light pro font. Once you have it installed in your PC
and opened word for the first time right click on the STYLES > MODIFY > Select
Sofia pro as your default font for all the future documents.

At OQtima we also have an approved style guide with official colors that can also
be used in documents.
To save the colors in Word so you can reuse them later got to the Design Tab >
and select Colors > Customize colors.
Click each color and select More colors and use the HEX code option to enter the
exact hex value of the color.
Use the colors from the official style guide. Once edited save the color palette and
give it a name. Now you have the official OQtima colors for future use.
To reuse the colors go to the Design tab and Switch to the color pallet you just
saved.

For basic text formatting you can use the following keyboard shortcuts:
- Bold: CTRL + B
- Font size: CTRL + SHIFT + > or <
- Underline: CTRL + U
- Move cursor between words when typing: CTRL + RIGTH & LEFT arrow keys
- Highlight Words: CTRL + SHIFT + RIGTH & LEFT arrow keys
- Search within a document: CTRL + F
- Highligt a word: Double mouse click
- Highlight a sentence: Tripple mouse click
- Adding a comment to a specific section of the document: Highlight a word,
right click, and select comment
- Copy/Paste: CTRL + C / CTRL + V
- Undo: CTRL + Z (press multiple times to undo multiple steps)
- Follow a hyper link: CTRL + mouse click

Other useful options are the FORMAT PAINTER (PAINT BRUSH ICON). You can use
it to quickly copy a stye of a word or a sentence that you want to reuse in your
document if the sentence or word has multiple styles applied to it at once.
- Find the word/sentence/character that has the style you want to apply
elsewhere in your document.
- Highlight that word/sentence/character.
- Click the PAINT BRUSH icon on the quick options that will pop up / click the
paint brush icon in the toolbar / or press CTRL + SHIFT + C on your keyboard.
- Find the word to sentence you want to apply the same style to and highlight
it and the style will be applied automatically. If you used a keyboard shortcut
press CTRL + SHIFT + V on your keyboard.
Copy / Paste
Copy and paste is a simple option in word. Use CTRL + C to copy and CTRL + V to
paste.
Once you paste anything into a word document you can choose the formatting
style in the option that will pop up.
- Keep source formatting will keep the same style as the original
- Merge formatting will merge the style of your current document
- Keep text only will get rid of any formatting that was copied and will keep
the text only.
The PASTE option was changed in the recent editions of word and may no longer
behave as you are used to it if you haven’t used Word for a while.
If you want to customize the default PASTE option for your documents, you can
click FILE > OPTIONS > ADVANCED

When pasting in Word you can also press the CTRL key after you pasted to bring
up more Paste options and use the left and right arrow keys to navigate between
them.
MICROSOFT EXCEL
Same Keyboard shortcuts as in Word can be used in Excell as well when working
with text.
Other useful tips when working with Excell:
- Jump to the first populated cell in a row or column: CTRL + arrow keys
- Fine adjust a text: Double click the cell
- Adjust cell width and height to fit a word: Double click between cells
- Too much text in a cell?: Use the wrap text option in the toolbar
- Decimal numbers incomplete: Use the increase/decrease decimal option in
the number’s toolbar
- Need to delete multiple random rows from a table: HOLD CTRL + click all the
rows that you want to delete to highlight > Right click delete
- Need to delete multiple rows: click the first row > hold SHIFT > click on the
last row to highlight all > right click > delete
- Quickly add up numbers: Highlight multiple cells in a row or column. The
sum will be shown in the bottom right corner of the window.
- Multiline text within a cell: If you need to add a multiline text within a cell and
you are using SHIFT + Enter you will find it will not work in Excel. You will
need to use the ALT + SHIFT combination instead.

Adjusting width and height

Do you need to adjust the width or height to a specific number? Or do you need to
adjust the width on multiple columns?
Highlight all the columns > Right click and select column width or height for rows
Adjusting Names for emails using Excel
Excell is not only for creating tables and managing complicated math formulas.
Excell can be used for quickly adjusting names for emails. It can be very useful if
you are writing an email, but the client typed his name during registration in
capital letters. (Every email sent to the client should have a proper name
formatting meaning only the FIRST letter of each name should be CAPITALIZED)

To do this use the "PROPER" function. This function capitalizes the first letter of
each word in a cell. To use it, simply type " =PROPER (cell reference) " into the
formula bar and press enter. The cell will now display the capitalized text.

Open a new excel file. Double click inside the B1 cell and type in =PROPER(A1) and
press enter. The formula will become invisible, and the cell will be “empty”.
Now adjust the width of the A1 and B1 cells and make them wider to fit longer
names.
If you want to quickly add the formula to multiple cells, click the small square in the
bottom right corner of the B1 cell and simply drag down to as many cells as you
want, and you are done.

Now simply copy and paste a name from the CRM in the first (A) column. The
name can be in any format now and excel will do the rest.
Copy the adjusted name and paste it in your email. Now just save the file to be
reused at any time. Cool right?
AIRCALL
Aircall is used for phone calls. Aircall does not have an AutoStart option. This
means you will need to open Aircall every time you turn on your PC. To get around
this you can add Aircall to the AutoStart options in your PC.

Option 1: Check if Aircall is already in the startup apps. Click Start > Settings >
Startup > Check if Aircall is available and ENABLE the toggle switch

It is possible that Aircall might not be listed. In that case you will need to proceed
to Option 2.
Option 2: Click on the Start menu and type in “RUN” without the quotes and press
Enter. In the window that will open type: shell:startup and press Enter.

A new File Explorer window will pop up. Keep the window open and navigate to
the desktop.

Find the Aircall shortcut icon. Right click on the icon and select PROPERTIES.
In the new window that will pop up copy the TARGET link.
 Now go back to the previous window.
Right click anywhere inside the window
and select NEW > SHORTCUT.

In the new window that will appear paste

in the target link you copied earlier and
click NEXT.
Type in the name Aircall on the next step
and click FINISH.
After this a new shortcut icon named
Aircall should be visible.
After this you will have Aircall AutoStart
when you turn on your PC.
Restart your PC and check if Aircall will
AutoStart.

MICROSOFT TEAMS
Microsoft Teams is used for internal communication, and it works like most chat
programs. Teams also have built in mini apps that we use for Follow-ups or
shared folders for documents.
You will be part of multiple groups and teams. Each Team can have multiple sub
channels. It is required to have notifications enabled for each sub channel
separately.
It is not possible to enable notifications on the Main channel. Each sub channel
notification needs to be enabled separately.
To enable notifications, click the three dots on the right side of the channel name
and select Channel Notifications. Enable Banner and feed for All new posts and
Channel mentions and click Save.

Some channels may have built-in tools and apps with various options used in that
specific channel. Explore all of them.

Other options
You can adjust the font size and the zoom level if you like to fit more on the screen.
Click the three dots in the top right corner of the screen and select zoom and
adjust as desired.
You can also click settings and enable AutoStart with Windows option and make
sure the “On close keep the application running” is turned on.
Documents shared in Teams are automatically opened in Microsoft Teams by
default. When a document is opened you will not be able to reply to incoming
messages on Teams. If you do not like this behavior, you can change it.

G to Settings > Files and links > and change the File open preference from Teams
to Browser. This will open shared documents from Teams in the browser version of
the corresponding app like Word or Excel.

FRONT (Emails)
You will be assigned to a shared support inbox which will be the general support
inbox form clients. We have two main inboxes Support EU and Support Global.
Unless specified otherwise you will need to add only the Support Global inbox.
Click on the 3 dots next to the OQtima shared folder in the left sidebar and click on
Edit Sidebar. Select add shared inbox and search for the Support Global or
Support EU.

Once the inbox have been added you can click save at the bottom.

Signature verification
To verify that you have access to the shared email signature click on the compose
button at the top of the left sidebar.

A new compose window will pop up. In the “From” field click on the email address
and select the OQtima support email if it is not the default email address already.
Once selected hover the mouse over to the right side inside the compose window
just above the default signature.

Click on the Switch button and look for the Support Global Signature. Click on it
and apply it to the email. It should look like the image below. If correct and the
signature is visible you can discard the draft email.

If your signature looks like the blow image you are all set. If this is the signature you see by
details you are also all set
Change the default sender info
To change the default sender info, click the Settings icon in the top right corner
next to your user icon and select preferences.
Scroll down until you find Default channel and change it to [email protected]

Click save in the bottom right corner.

Click the Compose button to verify the change. The default “From” email should
default to the support email address.