Overview of the Home page

On the Home page, you can search for cases or files or view recent case or file activity. From the News section you can gain an awareness of new functions as they become available. From the Learn section, you can access tutorial videos and additional learning content.

NOTE: The Home page for Guest users does not include menu tab options in the left navigation bar.
The Home page includes the following:
A Search box Enter keywords to help you find a case or file. You can search by case number, file name, description, and so on.
B Search button Click to open the Search page. The search results only show cases or files that contain your keywords.
C News View the News section (RSS feed) to gain an awareness of new functions or important announcements as they become available.
  • Click More news to display all news items.
  • (Optional) Click a news item to display additional related information if available.
D My activities View recent case or file activity.
  • Click a case or file to open the case edit or file edit page.
  • Click More activities to display all activities.
NOTE: For Guest users My activities only displays a list of the cases or files that have been shared with the Guest user.
E Learn View learning content. Click a thumbnail to watch a tutorial video or access additional learning content.