FatStax Support SiteRecent Updates

Recent Updates

  • The Priority selection specifies the order in which Resources download to the FatStax App. Resources with a higher Priority will download before Resources with a lower Priority and vice versa. This can be useful when there are many Resources in your catalog. You may want to download the most important ones first.

    The Priority is as follows:

    • Do Not Download - Resource will not download or show in the App.
    • Low - Resource downloads last, after Normal Resources.
    • Normal - Selected by default; Resource downloads before Low Resources and after High Resources.
    • High - Resource downloads before Normal Resources and after Required Resources.
    • Required - Resource downloads first, before High Resources.

    To change a Resource's Priority, follow these steps:

  • This article reviews updating a Resource file with a new version. This method retains all the metadata associated with the file along with all the links to items in the catalog. It simply replaces the current file with a new version. This is handy for collateral with updated pricing or branding.

    There are 2 ways to update a Resource to replace an existing one:

    1. From a file stored on your computer

    2. From a URL that exists on a website.

  • This article explains the optional setting so that specific Resources do not download to FatStax.

    After uploading a Resource to CloudStax, by default the Resource will download to your FatStax Catalog and show in the Resources Library. However, not all Resources have to be downloaded to your Catalog. Sometimes Resources are uploaded to CloudStax to keep together for administrators. For example, the branding images for a Catalog can be uploaded as a Resource yet only shown on the Branding page or as email headers and footers - instead of having them show in the Resource Library.

    After you upload a Resource, there is a Do Not Download option that prevents the file from downloading as a normal Resource.

    For more information on uploading a Resource, see How do I upload a Resource file to CloudStax?

  • Updated on: Aug 01, 2017

    How do I delete a Resource?

    This article reviews how to delete a resource in CloudStax Content Manager in order to remove it from the App.

  • There are two ways to locate the URL of a Resource. This is useful for adding JumpLinks to let users access specific Resources from any page.

    1. You can find and view it directly in the CloudStax.

    2. You can export the Resources data and view it in a spreadsheet file.

  • Linking Resources to specific items in FatStax makes it much simpler for users to access any collateral associated with an item or category with one tap. Having the collateral on the same page and the product or service being discussed with the customer eliminates the need to do an extra search losing valuable sales time and providing a better customer experience. You can link several Resources to the same Page or Category.

    You can link Resources to Pages, Categories, and Sub-Categories from 2 different locations:

    1. Start with the Resource and then associate Pages or Categories

    2. Start with the Pages or Categories and then associate a specific Resource

  • You can add a thumbnail image for a Resource file so that it will show up in the iPad app as well as in CloudStax. When you import PDFs, a default thumbnail image is automatically created.

  • There's an easy way to add a thumbnail of a Resource to a Page in CloudStax. It requires some code formatted in HTML; however, CloudStax provides that code for you to easily add to your Pages.

  • This article describes using the built-in function within CloudStax to create a Resource page that can be seen within the iPad app.

    A Resource page is simply a FatStax page like any item page but that describes that piece of collateral. The page only contains information and images about that Resource, not any of the items it is associated with. If users want to review and send just the Resource to a customer, this is an easy way to share it with the customer or add it to a Stack for sending.

  • We call Resources any marketing or sales collateral file that you can download and access offline in the iPad app.  This includes PDFs, Microsoft Office files, Apple iWork files, videos, HTML5 files, image and drawing files.