Using Home Page

1. Log in to OfficeClip.

2. Click Desktop > Home Page on the toolbar.

The Portlets on the Home Page can be minimized, maximize, removed, or edited, allowing you to customize the screen to fit your needs.

1. Drag and Drop the portlets by holding the mouse on the Portlet title bar and moving it to any location of choice.
2. To minimize/maximize a Portlet, click the icon.
3. To close a Portlet, click the icon.
4. To edit a portlet, click the icon.

You can add new portlets on your dashboard as per your requirement.

To add new items on the dashboard:

• Click Homepage > New or click on the New item button on the top right corner of the screen.

  

• You will see a list of all the portlets in different modules. Select any one module, whose portlet overview you wish to see on the dashboard and click Add.

  

• On this screen, add an appropriate title to the portlet, help text, select the zone Left or right where you want to view, and finally click Save.

  

• After saving, you will be able to view the new portlet in your dashboard. You can drag and drop it as per your requirement.

  

1. To edit a portlet, click on the icon on the portlet.

   

2. Make the necessary changes to the title, help text, zone, and click Save

The portlets on the Home Page can be reset to return to their default position.

1. Click Home Page on the toolbar.
2. Click Reset Dashboard on the Home Page button bar.
3. Click the Reset button if you want to reset your portlet settings to default.

   

With the Admin section, only the Administrator can manage the dashboard, and reset the dashboard settings to default. The changes made by the Administrator will affect all the users.

To make changes through Admin section:

• Click Desktop > Homepage > Admin

  

• The Administrator needs to click on the Reset button to reset the dashboard.