Resource Library

The Resource Library is the single source of truth for all of your go-to-market content and assets.

Content

1. What Is the Resource Library?
2. Adding a Resource to the Resource Library
   1. Directly from the Library
   2. From an Accord/Playbook
3. Editing a Resource
4. Syncing Updates
5. Folders
   1. Creating Folders
   2. Adding Resources into Folders
   3. Moving Resources In/Out of Folders

What Is the Resource Library?

The Resource Library is an intuitive Content Management System (CMS) that is designed to be:

1. Easy to use for both administrators and users
2. Easy to update and distribute to Playbooks and Accords
3. Insightful, with real time analytics on the ROI of your assets and collateral

Adding a Resource to the Resource Library

Directly from the Library

You can add any file type or URL link 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.

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

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.

Editing a Resource

To edit a Resource in the Library, click on the Resource and click "Edit" in the top-right hand corner.

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

1. Change the Library Name of the Resource
2. Change the Customer Visible Name of the Resource
3. Change the Description of the Resource
4. Change the visibility of the Resource (Internal only vs. Customer facing)
5. Replace the Resource with a newer version of the Resource

Syncing Updates

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

This ensures that your team is using the latest and greatest Resources, with no versioning issues to speak of.

When inspect a specific Resource in the Resource Library, you'll see a list of all objects that currently utilize the Resource.

If there is an object that is currently "Out of Date" in the version of the Resource, simply:

1. Select the object
2. Click Update

Folders

Similar to how individual Resources in the Library can be added to Accords, Playbooks, and Library Steps and Stages, Folders of Resources can be added to your workspace. As always, changes made to these Folders can be synced across your Accords, Playbooks, Library Steps, and Stages.

Creating Folders

From the Resource section of the 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.

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

If you have a Resource that's in the Library or in a Folder in the Library, you have the option to move the Resource into another Folder.

To do this, 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