Building Your Resource Library

This article outlines how to add to and organize your team's Resource Library.

Content

1. Adding Resources
   1. Directly from the Library
   2. From an Accord/Playbook
   3. From Google Drive / SharePoint
2. Editing Resources
3. Folders
   1. Creating Folders
   2. Adding Resources into Folders
   3. Moving Resources In/Out of Folders
4. Syncing Updates
   1. Directly from the Library
   2. From "Edit Resource"

Adding Resources

Directly from the Library

You can add any file type or URL to the Resource Library. To add a new Resource to the Resource Library:

1. Navigate to Library
2. Select Resources in the top menu bar
3. Click Add Resource in the upper right corner of your screen

From here, you can indicate whether you would like to link out to an external URL or upload a file from your computer.

After uploading your file or attaching a link, continue to fill out the necessary fields.

After clicking Add Resource, you'll be taken to the new Library Resource.

From a Playbook or Accord

You can also add a Resource that is already in use in a Playbook or an Accord to the Resource Library.

In order to do so, simply:

1. Navigate to the Accord or Playbook that the Resource is currently attached to
2. Go to the Resources page
3. Click "⋮" next to the Resource that you want to add to the Resource Library
4. Click "Save Resource to Library"

Once that's done, you'll encounter the same "Add Resource" modal from the previous sub-section.

From Google Drive / SharePoint

If you've established the integration between Accord and Google Drive or SharePoint, you can add a Resource from either of those platforms directly to the Resource Library.

To learn more:

• Refer to this helpful article for Google Drive
• Refer to this helpful article for SharePoint

Editing a Resource

To edit a Library Resource, simply:

1. Find the Library Resource and click into it
2. Click "Edit" in the top-right hand corner

From there, you'll be able to do the following:

1. Change the Library Name
2. [For URL-type Library Resources] Change the URL
3. [For file-type Library Resources] Replace the Library Resource with a newer version of the file
4. Change the Customer Visible Name
5. Edit Tags
6. Change the Description
7. Change the visibility (Internal only vs. Customer facing)

Folders

Placing Library Resources into Folders is crucial in helping your reps finding and discovering them.

Similar to how Library Resources can be added to objects in your Accord workspace, so can these Folders.

Creating Folders

From the Resource Library, click Add Resource, which is located in the upper right corner of your screen:

From here, select Folder, and fill out the required information.

Accord supports two levels of Folders in the Resource Library. In order to create a Folder when you're in a Folder, simply click "Add Resource" and follow the same steps as before.

Adding Resources into Folders

Once complete, you can add a new Resource into the Folder by selecting Add Resource.

Moving Resources In/Out of Folders

In order to move a Library Resource into a Folder, or to move a Library Resources that's already in a Folder to another Folder, simply click ⋮ on the Resource and select...

• Move to All Resources: If you want to move the Resource directly to the Library
• Move Resource: If you want to move the Resource to another Folder in the Library

Syncing Updates

After editing a Library Resource, you have the option to push the update to all Accords, Playbooks, and Library Steps and Stages that are using it.

This ensures that all of your reps are using the most recent version of the Library Resource, with no versioning issues to speak of.

From the Library

In order to see the complete list of all objects that are currently utilizing a Library Resource, simply:

1. Find the Library Resource and click into it
2. Navigate to the "Used In" tab in the top-left hand corner of the page

If there is an Accord or a Playbook using an "Out of Date" version of the Library Resource, simply:

1. Select the object
2. Click Update

From Edit Resources

From the Edit Resource modal, it's very simple to automatically push changes made to your Library Resource to all objects that are using it.

To do so, simply:

1. Find the Library Resource and click into it
2. Click "Edit" in the top-right hand corner
3. Make changes to the Library Resource
4. Make sure that the Update All Objects toggle is turned ON
5. Click "Save Changes"

Once that's done, Accord will automatically push the changes made to the Library Resource to any object that's using it.