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Navigating the Dashboard

Written by Zoha
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10 STEPS

1. Click dashboard on the left green sidebar if you are not on that page


2. Click here to view your calendar

3. You can view your scheduled closings here

4. You can view your upcoming requisitions here


5. You can view any upcoming appointments here


6. Click here to toggle between your matter types

7. Here you can view the inboxes for your integrations


8. In this category, you can view your recently viewed files

9. In this category, you can view your upcoming requisitions


10. In this category, you can view any outstanding undertakings you may have on your files




Next steps: Go Live OR Practice

start iorad content - don't remove it


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