This checklist shows you all the tools available to customize your Associate’s Web Office experience. Follow each guide and check the boxes to keep track of each section you complete. The boxes will stay checked even if you leave this page and come back later!
If you would like, you can print this page and follow along.
Reminder: If you have any questions or need assistance with any of the steps, contact Customer Care by clicking the Help button in the corner of your screen.
- Before You Start
- Basic Customization
- Configure Widgets and Widget Pages
- Advanced Web Office Customization
Before You Start
You should check out our handy Introduction to the DirectScale Platform. This guide will give you an overview of how to use the admins, as well as some common interface elements.
This checklist also assumes that you’ve completed the Initial Setup Checklist.
Configure Widgets and Widget Pages
Advanced Web Office Customization
Visit: DirectScale Developers Site
In this site, you’ll find resources to: