Using the dashboards

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The Client Dashboard enables you to aggregate Client information onto a single screen using portlets.

To open a dashboard, choose View > <Name> Dashboard.

Adding portlets

To add portlets to the dashboard, click the Select Portlets link in the top-right corner of the screen, or right-click in the dashboard and choose Select Portlets from the context menu. In the Select Portlets dialog, mark the checkbox next to the portlets that you want to add and click OK.

See also: Working with portlets

Notes

  • You can drag and drop the portlets on the dashboard to arrange them on screen, and resize them by clicking and dragging the edges of the portlet frames.
  • You can also optimize the portlet workspace by adding separate views and/or stacking portlets in a tabbed view within a single dashboard.
  • To view documents stored for the client in FileCabinet CS, you must be licensed for FileCabinet CS.

Available dashboards

Client Dashboard

Related topics

Working with portlets

Client Dashboard

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