Learn how to upload, manage and share education and training resources with your team.
Add PDF Resource
To add a PDF to your resource library, follow these steps:
- From your Dashboard, click Resources.
- At the top right, click Add Resource.
- Choose PDF.
- From here you have two options:
- To upload a PDF: drag and drop your PDF into the dashed container.
- To link to a PDF: enable the "Link to a resource instead" toggle.
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- Then copy and paste your URL into the field.
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- Click Continue.
- Enter a Resource Title.
- From the Category dropdown, assign this resource to a category.
- Based on the category you selected, a list of relevant tags will appear.
- You can add up to two Tags, but you must choose at least one.
- Pro Tip: Tags help members find and filter resources quickly.
- Optional: Add a Description in the text area.
- Click Next.
- Add a Cover Photo to this resource using the following options:
- To upload a custom image: drag and drop your image file into the dashed container.
- To choose from the gallery: click Gallery, then browse or search for an image.
- After choosing your image, click Publish Resource.
Add Video Resource
To add a Video to your resource library, follow these steps:
- From your Dashboard, click Resources.
- At the top right, click Add Resource.
- Choose Video.
- From here you have two options:
- To upload a Video: drag and drop your video file into the dashed container.
- To link to a Video: enable the "Link to a resource instead" toggle.
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- Then copy and paste your video URL into the field.
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- Click Continue.
- Enter a Resource Title.
- From the Category dropdown, assign this resource to a category.
- Based on the category you selected, a list of relevant tags will appear.
- You can add up to two Tags, but you must choose at least one.
- Pro Tip: Tags help members find and filter resources quickly.
- Optional: Add a Description in the text area.
- Click Next.
- Add a Cover Photo to this resource using the following options:
- To upload a custom image: drag and drop your image file into the dashed container.
- To choose from the gallery: click Gallery, then browse or search for an image.
- After choosing your image, click Publish Resource.
Add Audio Resource
To add an audio source to your resource library, follow these steps:
- From your Dashboard, click Resources.
- At the top right, click Add Resource.
- Choose Audio.
- From here you have two options:
- To upload an audio file: drag and drop your audio file into the dashed container.
- To link to an audio source: enable the "Link to a resource instead" toggle.
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- Then copy and paste the URL into the field.
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- Click Continue.
- Enter a Resource Title.
- From the Category dropdown, assign this resource to a category.
- Based on the category you selected, a list of relevant tags will appear.
- You can add up to two Tags, but you must choose at least one.
- Pro Tip: Tags help members find and filter resources quickly.
- Optional: Add a Description in the text area.
- Click Next.
- Add a Cover Photo to this resource using the following options:
- To upload a custom image: drag and drop your image file into the dashed container.
- To choose from the gallery: click Gallery, then browse or search for an image.
- After choosing your image, click Publish Resource.
Share Resource
- From your dashboard menu, click Resources.
- From your library, find the Resource you wish to share.
- Click the ellipses ••• icon in the bottom right corner of the resource box.
- Click Share.
- From the Chat page, choose the recipient to share this resource with.
- Paste the link into the input field.
- On a Mac, use the Command-V keyboard shortcut.
- On a Windows, use the Ctrl-V keyboard shortcut.
- Click Send.