📚 Adding Resources to a Client Company Workspace

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.

🛠 How to Add Resources to a Client Workspace

Go to Clients & Workspaces
From the left-hand navigation, click Clients & Workspaces.
Select the Client
Click on the workspace of the client you want to customize.
Open the Links Panel
In the right-side Links panel, go to the Resources section and click Manage.
Choose Resources to Add
- In the Available Resources panel, select items from either:
  - Client Hub Library
  - Firm Library
- Click on the resource(s) you want to add.
  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.

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.