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  • Product: Practice CS

Select portlets

The Select Portlets window lets you select the portlets that appear on the
Home
,
Firm
,
Staff
,
Client
, and
Workpapers
 dashboards. Follow these steps to open portlets from any dashboard.
  1. Select the
    Select Portlets
     link, or right-click and select
    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.

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