How - To Configure the Homepage

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Users can customize their homepage for quick and easy access to matters, calendar tasks and alerts, pending invoices, and more

CUSTOMIZING THE HOMEPAGE

Widgets and Tabs can be added to your homepage to access frequently needed information

In eCounsel & Secretariat, you can customize your homepage for quick and easy access to Matters, Calendar Tasks and Alerts, Invoices Awaiting Approval, and more. You can also add tabs and bookmarks for more efficient use of frequently used Matters and activities.

WIDGETS

From the Home tab, Select Personalize Homepage
Select Toolbox
Widgets will appear in a box below. To add a Widget to the page, click on an item to drag and drop it into the white space of your homepage

NEW TAB

From the Home tab, Select Personalize Homepage
Select Add New Tab
The New Tab will appear to the right of the “Home” Tab, shown as “Documents” in the example above.

Note: You can also remove a tab by going back to Personalize Homepage