2. Client Resources Feature

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Option One: Start With the Existing Library

  1. Mouse over 'Resources'

  2. then 'Client Resources' and

  3. select 'PTE Resources'.

  4. Select the folders on the left to see the list of resources

  5. Click the resource name to view it or click the drop-down to assign it to a client, client group, or 'everyone'. 

 

Option Two: Collate Info from on the Web

  1. Set the 'file type' to Youtube Embed and paste in the URL of the clip.

  2. Select a folder to store the resource or create a new one.

  3. Click 'upload' to create the resource.

  4. The resource is then available in your library where you can view it and assign it to clients.

Option Three: Create Your Own Resources

  1. Add a title in the name field.

  2. Set the file type to 'document' and upload the document into the 'upload' field using the 'choose file' button.

  3. Select a folder to store the resource in.

  4. Click 'upload' to save the pop-up and create the resource.


 

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