Solutions portlet

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The Solutions portlet is available on the Firm, Staff, and Client Dashboards.

This portlet enables you to add shortcuts to your dashboard.

Right-click within the portlet and choose Add Solution from the context menu. Then navigate to the application file, select it, and click Open to add a shortcut to the application within this portlet. You can also rename solutions, organize them into groups, drag and drop solutions to reorder them, and change the display style of the portlet.

Note: Virtual Office CS or Software as a Service (SaaS) users will need to right-click within the portlet and choose Add from the context menu, then navigate to the X:\PCSSolutionsPortlet folder. Here you will have shortcuts to any applications available to you on Virtual Office CS or Software as a Service (SaaS).

Related topics

Selecting portlets for a dashboard

Portlets overview

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