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For licensed users of Accounting CS Workpapers
The Workpapers Dashboard in Accounting CS Workpapers enables you to customize the workspace on a per-staff basis. You can arrange portlets that best support your workflow. The application provides the following default views in the Workpapers Dashboard that contain specific portlets, and can be customized as needed.
Adding portlets
To add portlets to the dashboard, click the Select Portlets link near the top right corner of the screen, or right-click within the dashboard area and choose Select Portlets from the context menu. In the Select Portlets dialog, select the portlets that you want to add and click OK.
You can also add additional views (or tabs) to a dashboard, which provide extra space for portlets. To add a view, click the Add View link near the top right corner of the screen, or right-click within the dashboard area and choose Add View from the context menu. In the Add View dialog, enter a name for the new view and click OK.
Moving portlets
The process of moving portlets around the dashboard can be a bit more complex than resizing them. Not only can you insert portlets between other portlets or along the periphery of the dashboard, but you can also stack portlets on top of each other. You must pay careful attention to the shadow that is created by the portlet you're trying to move.
Moving portlets to a new location
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