Dillner's Accounting Tools > section > Dashboard
There are a few different ways to navigate the Virtual Office (VO). All of the navigational areas can be seen from the Dashboard, which acts as a home page to your portal. The Dashboard is made up of the following areas: The Control Menu is located at the top right corner of the Dashboard.
You can customize the Dashboard, the color scheme, and the client dashboard by clicking on the Settings icon in the Control Menu. The left menu is one of your main navigational tools in the VO. Select the caret to expand a section and the to collapse a section. The entire left menu can be collapsed or expanded by clicking on the hamburger icon at the top of the menu. Breadcrumbs show you where you are in relation to other pages in the VO. You can use the links in the Breadcrumbs to go back to previous pages you may have navigated through to get to the page you are on currently.
Quick Tiles are navigational shortcuts that allow you to navigate to specific parts of the VO with a single click. Office staff can customize which Quick Tiles appear in this section. This section shows files that are in your inbox. Click on the tile to retrieve the corresponding files. This area allows you to view and click on all the sections that are also found on the Left Menu.
Navigation
Dashboard
Control Menu
Settings
Left Menu
Breadcrumbs
Quick Tiles
Files from Clients and Review Queue Tiles
Home Page Content
Dashboard View
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