Add valuable resources to the client portal in bulk by applying Resource Templates. This feature 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.
Creating resource templates
Create custom resource templates by clicking the + sign at the top right of the list.
Editing
Rename a template by clicking into the Template name, and any changes that are made will auto-save.
Add text, update the formatting, and add hyperlinks to provide clients with helpful, commonly referenced information.
Applying resource templates
❗ Applying a resource 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 resource template will now reflect in each clients' portal in the Resources tab.
Pro tips
Updates to custom templates do not retroactively update resources that were previously applied. To apply template updates, the template must be reapplied to the selected clients.
To make unique changes to a client’s resources, navigate to the client’s close and access the client’s portal settings.