Remove a Resource from the Firm Library*

You can remove an existing resource in the FirmLibrary of the Resources section of Client Hub.

  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. Select the resource that you want to remove
  5. Click on the Remove Resource button to confirm removal
Jan 17, 2024

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