Resources Settings

• Edit an Existing Resource in the Practice Library

  You can edit an existing resource in the Practice Library of the Resources section of Client Hub if you need to. Under the Menu section in the left navigation, click on Manage Resources. In the Available Resources section, select Practice Library Click on a resource to edit details Edit the fiel...

• Navigating the Resources Page

  In the Resources page you can build your own Practice Library with some pre-populated documents with links to resources from the Global Library. Under the Menu section in the left navigation, click on Manage Resources This will bring you to the Resources page This page is broken into two section...