Accessing Resources Templates
You can access the Resources template from the client list or the navigation drop-down.
Click Templates
Click Resources
Custom Templates
Create multiple custom templates by clicking the "+" sign
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 Resources Templates
Apply the template to multiple clients by clicking the "Apply to client(s)" button and selecting the desired clients.
Important: Applying a Resources Template will overwrite existing resources populated in a client's portal settings.
The applied Resources Template will now reflect in each selected clients' portal in the Resources tab. 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. Learn more about resources in this article.