Select Portlets dialog

Alerts and notices

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.

Related topics

Portlets, overview

Working with portlets

Workpapers portlets, overview

Workpapers Dashboard

Using the dashboards

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