Viewing the Contract Summary Dashboard in Underwriting Contract Mode

After you add a contract in Underwriting Contract Mode, you can view the Contract Summary Dashboard that provides widgets to display and summarize key contract data points as well as the results of various analyses by type. For detailed information about the widgets, data, and results that the contract summary displays, see Contract Summary Dashboard in Underwriting Contract Mode.

To view the Contract Summary Dashboard in Underwriting Contract Mode:

1.     On the Home tab, click the contract that you want to view.

The Contract Summary Dashboard appears.

2.     To view or hide widgets within the Contract Summary Dashboard, click Show/Hide Content Items .

3.     In the View Options window, select the check box next to each content item that you want to view. Clear the check box next to each content item that you want to hide.

4.     To close the window, click Show/Hide Content Items again.

5.     To change the layout of the widgets within the Contract Summary Dashboard, click Change Layout of Content Items .

6.     In the Layout Options window, select the desired widget layout.

7.     To close the Layout Options window, click Change Layout of Content Items  again.