Add valuable resources to your client portal in bulk by applying Resource Templates. This makes it easy to share consistent materials (like guides, documents, or links) across multiple clients at once.
Managing resource templates
Access resource templates through the Template Manager.
From the client list, select Templates > Resources
From the close page, select the arrows next to the Home button > Templates > Resources
Creating resource templates
Create custom resource templates by clicking the + sign at the top right of the list.
Rename your template by clicking into the Template name and typing your template name. Changes will auto-save.
Add text, update the formatting, and add hyperlinks to provide your clients with helpful, commonly referenced information.
Applying resource templates
❗ Applying a resources template will overwrite existing client portal resources ❗
Apply the template to multiple clients by clicking the "Apply to client(s)" button and selecting the desired clients.
The applied Resources Template will now reflect in each selected clients' portal in the Resources tab.
Pro tips
Updates to your custom templates will not update the resources previously applied by the template. To apply updates to a template you will need to reapply the template to the selected clients.
To make unique changes to a client's resources, navigate to the client's close and access their portal settings.