11 Steps to complete.
The Documents and Media page is where resources are uploaded into a library that is 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.
Before you add a Resource, you may want to add Categories and Subcategories.
Step-by-step guide: How to Add a Resource Category in Web Office Admin
Step-by-step guide: How to Add a Resource Subcategory in Web Office Admin
A Resource is any file that is made available to the user. The Category and Subcategory will inherit the resource configurations. This guide will show you the steps involved in adding a resource to your associate’s Web Office Documents and Media page.
In the Web Office Admin, navigate to Content Management > Documents and Media.
On the Resources page, click the + ADD NEW button.
A selection menu reveals.
In the + ADD NEW selection menu, click Add Resource.
The Add Resource pop-up window opens.
In the Add Resource pop-up window, in the Title text field, type a relevant title for your resource.
In the Description text field, type a description to provide information to the user about the document.
In the Message text field, type a message that is attached to the document when it is shared to the public.
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:// (e.g., 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).
Add a Preview Image using one of the following methods:
Upload New Image: Same method as the above Upload New File.
Enter Image URL: Same method as the above Enter File URL.
In the Category dropdown, select the category that you want the resource under.
In the Subcategory dropdown, select a subcategory.
The rest of the settings are Multi-Faceted Configuration (MFC).
Enter your specific configurations on who can view the banner.
Step-by-step guide: How to Configure a Page Element in Web Office Admin with MFC
Click the SAVE button, once all required fields are completed.
The resource appears in the Resources List.
And in the associates Web Office Documents and Media page.
Reminder: The resource will only show in the Web Office for the logged in user if it is published and the correct configuration settings are in place.
You now know how to add a new resource in Web Office Admin.