Resources

Resources allow you to store frequently used files such as brochures, handouts, care instructions, educational materials, and internal reference documents; all in one central location.

Each business maintains its own separate resource library, allowing you to organize and manage materials specific to your team and clients.

Contents

• Articles
• Where to Find It
  • Global Resources
  • Resource Availability
  • Data Sharing

Articles

• Adding Resources
• Sharing & Client Access
• Folder Organization

Where to Find It

Your business' resources can be found in the Resources page under the Templates main area.

Resource Availability

Some global resources are only displayed when they are relevant to your business.

Service-Specific Resources

Resources may be associated with specific service categories, such as Maternal Health. These resources will only appear if your business uses matching service labels.

This helps keep the resource library focused on materials that are relevant to the services you provide.

Data Sharing

If your business is connected to another business through Data Sharing, resources from the connected business's resource library may also be available for use.

This allows organizations and partner businesses to share educational materials, handouts, and other resources without needing to upload them multiple times.