How to add, edit and remove Resources

Overview

Resources allow you to publish and promote documents, whitepapers, guides and more to your users.  Hosted via external link, it can be featured on your platform and included in promotional emails and newsletters from the platform to users. 

This help article covers: 

• How to add resources

• How to edit resources

• How to remove resources

How to add a resource

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Select Settings to open up the Settings Menu. 

From here select Manage Homepage.

This will open up a new screen, select Resources on the left hand menu. This will display a list of any existing resources already on the platform, showing their dates and status.  To add a new resource, select Add resources. 

This will bring up a form where you can add a Title and Summary for the resource. You then need to add the external link to your resource. If you want to link to a pdf, we suggest uploading the file to a storage location whereby you can generate a url for it. 

You can also upload an accompanying article image in the Resources Image uploader. To do so, click on the icon or drag an image into the box. 

Once happy with the content, you can select Publish. The resource will then be available via the Resources section of your platform. 

How to edit a published resource

If you need to edit an existing resource, navigate to the Manage Homepage settings via the steps above and select Resources.

Find the published resource you want to edit in the list and select the three dots and select Edit. 

Here you can make any necessary changes and select Publish to save the changes.

How to remove a published resource

If you want to remove a resource from your platform, you can delete it. 

Find the published resource you want to change to a draft in the list and select the three dots and click Delete. 

Please note that this will remove the resource from your platform entirely and you will not be able to access it on the platform again.