Building Firm Library Resources

This will allow you to build your own Firm Library with documents/links/videos you have selected that can be shared with each client.

1. Go to Setup & Settings on the left navigation
2. In the Advanced section click on Resources Library
3. In the Available Resources section click on the Firm Library tab.
4. Click the New Resource box.
5. Enter a name for your resource then select a Resource type:  Link, Video, Document, or Image.
6. Depending on the resource type, an option will appear to add a link or upload an attachment.
7. Once you have added the resource, click on the Save Resource button and the resource will be available in the Firm Library to add to the client accounts.