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This article applies to:

  • Product: DT Practice

Setting up a Web Page custom portlet

You can create a portlet that points to a web page of your choice. The page is displayed within the portlet on a dashboard.
  1. Choose Setup > Custom Portlets.
  2. Select the
    Add
     button.
  3. In the
    Description
     field, enter a name for the portlet. This name will appear in the Select Portlets dialog and in the portlet’s title bar.
  4. In the
    Type
     field, select
    Web Page
    .
  5. To create a portlet that can be viewed by all firm employees, verify that the
    Allow others to view this portlet
     checkbox is marked. When this checkbox is not marked, only the staff member who creates the portlet will be able to view it.
  6. In the
    Website
     field, enter the web address for the web page and select the Go button next to the field.
  7. Select
    Enter
     to save the portlet.