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.

Procedure

To view the Contract Summary Dashboard in Underwriting Contract Mode:

  1. On the Underwriting Contract Mode Home tab click the contract that you want to view.
  2. To view or hide widgets in the Contract Summary Dashboard, click Show/Hide Content Items .
    • 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

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

  3. To change the layout of the widgets in the Contract Summary Dashboard, click Change Layout of Content Items .
    • In the Layout Options pane, select the desired widget layout.

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