The homepage info tiles provide one-click access to specific information. The information available in the tiles varies based on your roles and permissions.
You can specify the exact panel information you want displayed on a tile. There are a few limitations:
- Only four tiles can be shown at one time. You cannot add additional tiles.
- You cannot remove any tiles.
- You cannot collapse or hide the tiles in their entirety. They will always appear at the top of the page.
- The colors used by the tiles are predefined and cannot be customized.
Reordering Info Tiles
You can reorder info tiles by clicking and dragging them to a new location. It may be helpful to configure your tiles in order from how often you use them.
Your panel order is saved at the user level and cannot be controlled for multiple users by administrators.
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Hover your mouse pointer to the right of the title's title that you wish to move. The pointer changes, as shown below.
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Click and drag the tile to its new location. The tile list dynamically updates as you drag it.
- Release your mouse button once the tile is in the desired location.
The new tile's position is retained upon each log in unless you manually alter them again.
Changing the Information Displayed on an Info Tile
You can change the display on your info tiles to best suit your needs. For example, you can configure your Matters info tile to display only the number of matters that are assigned to you.
The following tiles may be available for display on your homepage:
This list will vary based on your roles and permissions.
- Matters
- Billing
- Calendar Events
- Fees & Discounts
- Legal Requests
You cannot add or remove tiles.
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Hover your mouse pointer over the upper-left corner of the tile. A small gear icon appears.
- Click the gear icon. A drop-down list appears.
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Select an option from the list.
You can also click the X icon in the upper right corner to exit the editing mode and retain the current tile information.
The tile is updated with the new selection.