Home Tab

The Home tab appears once the sign in process is complete. It acts as a dashboard of site activity for you, enabling quick access to your most recently accessed documents, clients, and templates.

Home Taskbar

The taskbar for the Home page enables creation of a New Document or a New Client.

Home Tab Main Content Area

The Home Tab’s main content area contains My Open Documents, a list of documents that are active. For each document displayed, an overview shows the Description, Last Activity, When the last action was performed, and the Client to whom the document belongs. Only documents that have a status of Open are displayed. Clicking the document title in the Description column takes you to the edit page of the Documents tab which allows, among other things, a user to run interviews or request that a client interview be sent.

Recent Clients Panel

This panel contains a list of the most recently accessed clients. Clicking the View All link opens the Clients tab.

Recent Templates Panel

This panel lists templates recently accessed. Clicking the View All link opens the Templates tab.