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

Documents are added through the Web Office Admin and display to the associate in the Web Office > Tools > Documents and Media.

What We’ll Cover

• Permissions
• Finding the Page
• Content Types
• Adding a Category
• Adding a Subcategory
• Adding a Resource
• Drag and Drop Reorder
• Viewing in the Web Office

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Permissions

To access the Documents and Media page, you must have the Documents and Media permission enabled for your Role.

Read more: Managing Web Office Admin Users and Roles

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Finding the Page

In Web Office Admin, navigate to: Content Management > Documents and Media.

[CLIENTID].admin.directscale.com/\#/Resources

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Content Types

You will need to address three sections when adding content:

• Categories - Categories act like a folder for your resources to allow you to organize them under different topics or purposes.
• Subcategories - Subcategories serve as a second-tier hierarchy to allow for deeper organization.
• Resources - Resources are the documents and media you want to make available to your associates, who can then share the documents with their downline or prospects.

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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.

   

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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, Enter your subcategory Name.

3. Select the Category(ies) under which the subcategory will nest.

4. Click SAVE to add your new category.

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

   

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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, Enter a relevant Title for your resource.

3. Enter a Description to provide information to the associate about the document.

4. Enter a Message attached to the document when it is shared with the public.

5. In the Resource section, add your resource using an applicable method below:

   • 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 full 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).

6. Add a Preview Image using one of the following methods:

   • Upload New Image: Same way as the above Upload New File.
   • Enter Image URL: The same method as the above Enter File URL.

7. Select the Category under which you want the resource.

8. Select a Subcategory.

9. The rest of the settings are Multi-Faceted Configuration (MFC). Enter your specific configurations on who can view the banner.

10. Click the SAVE button.

    The resource appears in the Resources List.

    

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Drag and Drop Reorder

You can click and drag anywhere in a list item to change the order it will appear in the Web Office.

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Viewing in the Web Office

By default, in an Associate’s Web Office, the Documents and Media page is under the Tools tab.

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 filetype 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.