What is the Resource Library?

The Resource Library contains documents, videos, or images that can be viewed and shared with your customers. You can add the resources to a Stack, send them in an email, download them to your device, or view them within the browser. There may be a folder structure for the files.

1. Click on "Resource Library" on the left panel

If you are using a smaller screen (phone), tap on the 3 lines in the upper left corner to bring up the left side panel.

Click on "Resource Library" on the left panel

2. All resources or resource folders are displayed

All resources or resource folders are displayed

3. If resource is not in a folder

3.1. Click on the name of the resource to open the file or click "+Stack" or "Share" to send the document

Click on the name of the resource to open the file or click "+Stack" or "Share" to send the document

3.2. Click "View" to open the resource or the download button to download the file

3.3. If view is selected - document opens in a browser viewer

4. If resource is in a folder

4.1. Click on the name of the folder

Click on the name of the folder

4.2. Continue with step 3.1

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