Overview
The Resource Library helps firms organize client-facing materials that advisors can access and share with contacts. Admins and Advisors can create folders and move resources into those folders to keep materials easier to find and manage.
Resources can be moved individually or in bulk. Admin updates to Resource Library organization are reflected for all advisors, helping the firm maintain a consistent folder structure across the platform.
Resources stored in the Resource Library can later be used to:
Add materials to Resource Templates
Add materials to Featured Resource Templates
Attach materials to Feed posts
Add Resources to your Resource Library
Resources must first be uploaded to the Resource Library, where they are stored and managed by your team. Once added, these resources can be organized into categories and subcategories within a Resource Template. This structure helps you present content clearly, so clients see the materials most relevant to them.
Click Resource Library in the Navigation Menu.
Click Add Resource button.
Choose the Resource type (Document, Link, or Video)
Input all relevant information. Consider uploading an image, as this will improve your client's in-app experience.
Click Save.
Manage Folders and Resources in your Library
Create a Folder in the Resource Library
From the left navigation, select Resource Library.
In the Folder panel, select Add New.
Enter the folder name.
Save the folder.
The new folder will appear in the Folder list.
Move a Single Resource into a Folder
From the Resource Library, locate the resource you want to move.
Select the checkbox next to the resource.
Select Move To.
Choose the folder where the resource should be moved.
Confirm the move.
The resource will now appear under the selected folder.
Move Multiple Resources into a Folder
From the Resource Library, select the checkbox next to each resource you want to move.
To move all visible resources, select Select All.
Select Move To.
Choose the folder where the selected resources should be moved.
Confirm the move.
The selected resources will now appear under the selected folder.
Manage Folders
In the Folder panel, locate the folder you want to manage.
Select the three-dot menu next to the folder.
Choose the available action, such as editing or deleting the folder.
Follow the prompts to complete the update.
Admin Resource Library Updates
When an Admin creates folders or moves resources between folders, the updated Resource Library organization is available to all advisors. This allows firms to maintain a consistent folder structure for client-facing materials across the advisor experience.