📚 How to Build Your Firm Library of Resources in Client Hub

Create a curated library of links, documents, videos, and images to share across client workspaces.

The Firm Library feature in Client Hub allows you to create a centralized collection of useful resources—like instructional videos, important documents, or helpful links—that can be shared with clients across all workspaces.

✅ Step-by-Step: Add a Resource to the Firm Library

1. Open Setup & Settings

   • Click the gear icon in the left-hand navigation panel.

     Go to the Resources Library

   • Under the Advanced section, select Resources Library.

     Switch to the Firm Library Tab

   • In the Available Resources area, click the Firm Library tab.

     Add a New Resource

   • Click the New Resource button.

     Enter Resource Details

     Name your resource (e.g., “New Client Welcome Guide”).

     Choose the Resource Type:

     • Link – for websites or app URLs
     • Video – links to video content on Loom, YouTube, etc...
     • Document – upload PDFs or Word files
     • Image – upload JPG or PNG files
2. Upload or Link the Resource

   • Depending on the resource type, you’ll either paste a link or upload a file.

     Click “Save Resource”

   • Once saved, your item will appear in the Firm Library and can be added to any client workspace via the Links panel.

💡 Tip:

Use consistent naming and keep your library tidy by updating or removing outdated resources regularly.