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Charted HomeSupportRelease Notes

How do I see the Automate Portlet on my home dashboard?

Invoice AI

From your Netsuite home dashboard, select Personalize in the upper right hand corner.

Select the SuiteApps Tab

Drag the SquareWorks Automate Portlet to the desired location on your dashboard.

Close the Personalize Dashboard window by clicking the X in the upper right hand corner.

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