Summary:

The widgets on a client’s dashboard display data from certain sections of the client’s portal in which data has been entered. All widgets contain a button which is used to send a user to that specific section of the portal displayed on the widget by clicking on the 'View All' button. Some widgets can also receive input data from a user by clicking the 'Add X' or 'New X' buttons.

Usage:

Each widget can send the user to that widget’s section of the portal if user clicks on the ‘View All’ button on each widget. The widgets ‘Emergency Contacts,’ ‘Recent Documents,’ and ‘Messages’ all allow a user to add data directly to those widgets, which in turn adds the data to that section of the portal.

If a user was to click on ‘New Document’ on the ‘Recent Documents’ widget, the appropriate ‘New Document’ modal would display, and the user would be able to upload a document into their ‘Document Vault.’