Customizing Your Home Page with Collapsible Panels

By default, Portal displays five collapsible panels on the right side of your Home page. Each panel contains information to help you use Portal more effectively. You can choose to hide or display as many of these Closedpanels as suits your needs. Each panel also includes one or more links to take you to additional information.

The five panels you can display on your Home page are as follows:

  • Files Recently Added. Lists the five files most recently added to the portal. Click the more link to open the full list of recently added files.
  • Files Expiring Soon. Lists the five files with the most imminent expiration dates. Click the more link to open a list that presents additional information about each file.
  • Notifications. Lists the five most recent notifications sent out by the firm administrator. Click the more link to open a list of other notifications previously sent to you.
  • Reminders. Contains a calendar that you can use to add or view reminders for a particular day. If a reminder is found for a selected day, the event found link displays beneath the calendar. Clicking the new link allows you to create reminders.
  • Tasks. Lists the five tasks assigned to you that have the most imminent due dates. Click the new link to create more tasks. Click the more link to display the full task list.

To select which collapsible panels to display on your home page, do the following:

  1. After logging in to your portal, click the arrow  next to your name at the top of the window, and then select Customize.
  2. Select the Collapsible Panels tab.
  3. Select the panels to display on your Home page.
  4. Click Save.