Adding Resources
How to Add Documents from the Resource Library
To add a record from the Resource Library into your company’s document library:
- Click Administration
- Click Documents from the drop down menu
- Click the Resources tab located at the top of the screen
- Click the checkbox beside the resources you wish to add, or click Select All in the group heading
- You will notice the Selected Files button appear at the bottom of the page which indicates how many files have been selected
- Click Selected Files to set the folder in which the documents will be saved
- Set if you would like to publish them to be visible to all users by clicking the eye icons
- Click Confirm to import all of the selected documents
Note: Green background means the resource has previously been added to your library.