Adding, Modifying, or Removing Pages in Client Dashboard

For new users, the default Client Dashboard includes a Home page configured with the Client and Contact Information pane. If needed, you can modify the default Home page layout, remove the Home page, and add any number of pages to the Client Dashboard window.

Adding Pages

New pages are placed in the page title bar to the right of any existing pages but can be rearranged according to your needs.

To add a page to your layout, do the following:

1. Right-click the tab of an existing page.
2. Select Add Page.
3. Enter a unique name for the page.
4. Select one of the page layout templates.

5. Click OK.

Once you have added a new page, you will want to then add content. See Adding, Moving, or Removing Panes in Client Dashboard for more information.

Moving and Renaming Pages

After adding a page, the page is created and displayed in standard size with blank panes. You can rename the page, move it left or right in the tab sequence, or remove the page.

To move or rename a page, do the following:

1. Right-click the tab of an existing page.
2. Select one of the following options from the menu. Explain the menu options.

Option	Description
Rename Page	Selects the existing page name allowing you to enter a new name.
Move Left	Moves the page tab one position to the left (if available).
Move Right	Moves the page tab one position to the right (if available).

Removing Pages

If you have added a page in error, or find that you no longer need a page, you can remove that page by right-clicking the tab and selecting Remove Page. You cannot remove the last remaining page.