Admin: Web Office Admin
Page: Content Management > Documents and Media
URL: [CLIENTID].admin.directscale.com/#/Resources
Permission: Documents and Media

The Documents and Media page is where you upload Resources into a library available to Associates in their Web Office.

Content Types

You will need to address three sections when adding content:

• Categories - Acts like a folder for your resources to allow you to organize them under different topics or purposes.
• Subcategories - Serves as a second-tier hierarchy to allow for deeper organization.
• Resources - The documents and media you want to make available to your Associates. They can then share the documents with their downline or prospects.

Adding a Category

1. Click the + ADD NEW button and select Add Category.

   The Add Category pop-up window opens.

   

2. In the pop-up, enter your category Name.

3. Click SAVE to add your new category.

Your category appears in the Resources List.

Adding a Subcategory

1. Click the + ADD NEW button and select Add Subcategory.

   The Add Subcategory pop-up window opens.

   

2. In the pop-up, complete the required fields.

   • Name (Required) - Name the subcategory
   • Category (Required) - Select an added category under which to organize the resource.

3. Click SAVE to add your new category.

Your subcategory appears under the main category in the Resources List.

Adding a Resource

1. Click the + ADD NEW button and select Add Resource.

   The Add Resource pop-up window opens.

   

2. In the pop-up, complete the required fields.

   • Title (Required) - Name the resource.

   • Description - Information for the Associate about the document that appears in Web Office.

   • Message - External message attached to the document when it is shared with the public.

   • Resource (Required) - Upload your resource using the following methods:

     • Upload New File - To upload a file, click the CLICK TO SELECT FILE area. Your computer’s file finder window will open, navigate to and select your file, and click Open.

     • Enter File URL - Add the entire URL, including https:// (for example, https://www.google.com/). Use this when the file is hosted in a cloud-based app.

     • Enter Embed Code - Enter the embed code (such as a YouTube video embed code).

       Is It Possible to Add an MP3 Audio File as a Resource for Web Office?

   • Preview Image - Optional image. Add using one of the following methods:

     • Upload New Image - To upload a file, click the CLICK TO SELECT FILE area. Your computer’s file finder window will open, navigate to and select your file, and click Open.
     • Enter Image URL - Add the entire URL, including https:// (for example, https://www.google.com/). Use this when the file is hosted in a cloud-based app.

   • Category - Select an added category under which to organize the resource.

   • Subcategory - Select an added subcategory under which to organize the resource.

   • The rest of the settings are Multi-Faceted Configuration (MFC). Select your specific configurations on who can view the resource.

3. Click the Published toggle on to publish the resource after saving.

4. Click the SAVE button.

The resource appears in the Resources List.

Viewing in the Web Office

Site: Web Office
Page: Tools > Documents & Media
URL: [CLIENTID].office2.directscale.com/app.html#/DocumentsAndMedia

1. Category
2. Subcategory
3. Resource - Displays the Resource Title and Description. Click the Resource to open a sidebar.
4. Resource Sidebar - Displays the Resource Type and Description
5. Resource Type - Displays the file type of the uploaded Resource.
6. Resource Description - Displays the Description.
7. View - View the Resource in a new window.
8. Share - Share the Resource via the options with the Message and Preview Image.