Common Icons

A common set of icons appears on almost every page of Onboarding. These icons are described in the table below.

Table: Common Icons and Descriptions

Icon

Description

Print icon

Select the Print icon to print the current page.

Export icon

Select the Export icon to upload the data from the current page into an Excel spreadsheet.

Refresh icon

Select the Refresh icon to refresh the current page.

Table Settings icon

Select the Table settings icon to display the Table Settings page for engagements and tasks. Users can manage the field setting of the Engagements or Tasks pages. For more information, see Manage Table Settings.

For clients who have implemented multiple languages, a localization icon appears adjacent to fields that allow for entry in each language.