📚 Adding Resources to a Client Company Workspace

Last Updated: September 2026

You can enhance your client experience by adding helpful resources directly into their workspace. Choose from:

• Client Hub Library – Preloaded with "how-to" articles designed to support client onboarding and usage.
• Firm Library – A custom collection of resources added by your firm to meet specific needs.

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🛠 How to Add Resources to a Client Workspace

1. Go to Clients & Workspaces

   From the left-hand navigation, click Clients & Workspaces.

2. Select the Client

   Click on the workspace of the client you want to customize.

3. Open the Links Panel

   In the right-side Links Panel, go to the Resources section and click Manage. This opens the Manage Available Resources window.

4. Choose Resources to Add

   In the Available Resources panel, select items from either the Client Hub Library or the Firm Library, then click on the resource(s) you want to add. You can preview a resource directly within this window before adding it, so you don't need to leave the page to check it first.

5. Organize the Resources

   In the Selected Resources panel, drag and drop items to reorder them as needed.

   🌀 You may need to refresh the page for changes to appear in the correct order.

📝 Note: When a client clicks a resource link, it now opens directly rather than requiring a right-click. A small icon next to the link lets them know it will open in a new tab.

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🧱 Building Your Firm Library

To add your own resources:

• Go to Setup & Settings > Advanced > Firm Resource Library
• Upload custom documents, links, or articles your team can use across workspaces.