✨ Add or Remove This Client Only Resources

Make client-specific resources available right from a client’s workspace. Use This Client Only to add items like links, documents, images, or videos that only this client can see.

➕ Add a new This Client Only Resource

1. Open the client’s workspace.

2. In the Links panel on the right, go to Resources and select Manage.

   This opens the Manage Available Resources window.

3. Choose the This Client Only tab.

4. Select New Resource.

   The Add A New Client-Specific Resource form opens.

   Complete the fields:

   • Resource Title — e.g., “Schedule a Meeting”
   • Resource Description — short helper text
   • Resource Type — choose Link, Video, Document, or Image
   • If Resource Type = Link, enter Resource URL
5. Select Add Resource.

Important: After you create the resource under This Client Only, it appears under Firm Library in Available Resources.

7. Go to the Firm Library tab and click your new resource to move it into Selected Resources (the blue tiles at the top).

8. Drag to reorder if needed, then close the window. The resource now appears in Resources for this client.

🗑️ Remove a This Client Only Resource

1. Open the client’s workspace > Links panel > Resources > Manage.

2. In Selected Resources, go to the This Client Only section.

   Click the blue resource tile you want to remove.

   • The resource is removed from the client’s view and returned to Available Resources.

🔁 Reorder resources (what the client sees)

1. Open Links panel > Resources > Manage.
2. In Selected Resources, drag and drop the tiles to set the display order.
3. Close the window to save the order.

💡 Notes & limitations

• This Client Only items are client-specific; other clients can’t see them.
• Newly created items appear in Available Resources > Firm Library first; click them to move into Selected Resources.
• This Client Only resources can’t be edited after creation. If you need to change one, remove it and add a new resource with the updated details.

🧭 Quick reference (navigation)

• Add: Links panel > Resources > Manage > This Client Only > New Resource > Add Resource > Firm Library > click resource to add to Selected Resources
• Remove: Links panel > Resources > Manage > This Client Only > Selected Resources > click blue resource to remove
• Reorder: Links panel > Resources > Manage > drag within Selected Resources