Configuring Your Dashboard

Configuring Your Dashboard

You can easily configure the elements on your dashboard so that they are tailored to your needs. This way, you can access the information you need instantly from your homepage. 

1. Click on your username initials located in the top left corner. Select Personal Settings.




2. Under General, scroll down to Dashboard Details. 


3. You can toggle elements on and off and put them in the order you prefer by dragging and dropping.



Notes
For optimum usage, we recommend including Recent Calls, Recent Tasks, Scanned Items, Recent Matters, New Emails on Matters, Favourite Links, Pinned Matters and Item Attention on your dashboard.

4. When finished, click Save.

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