Select Portlets dialog

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

The Select Portlets dialog enables you to select the portlets that appear on the Home, Firm, Staff, Client, and Workpapers dashboards.

  1. To open the Select Portlets dialog from any dashboard, click the Select Portlets link at the top-right corner of the screen, or right-click and choose Select Portlets from the context menu.
  2. Mark the checkbox next to each portlet that you want to add to the dashboard and clear those that you want to exclude from the dashboard view.

Was this article helpful?

Thank you for the feedback!