To add a new resource:
Click the + (Add) button.
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This displays the File Browser dialog to let you find and select the resource file.
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Navigate to and select the file you want to add. This displays the Add Resource dialog.
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The resource name defaults to the selected file name. You can change this in the Document Name field.
Select a Category from the drop down list. The options are based on the Categories configured for the environment in Document Storage.
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You may choose to make the resource confidential by clicking the associated check box. This follows the confidentiality rules for documents in Document Storage. Permissions determine whether users can view only non-confidential, or both confidential and non-confidential documents.
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You may optionally add Notes as needed.
You may specify one specific sales associate to get this resource, or make the resource available globally to all associates. The default text in the field is Sales Associate. Keep this text if you want the resource to be globally available to all associates.
To limit availability to a specific associate start entering the name (or any filtering text) in the Sales Associate field. This is a type ahead field. As you type, all associates that partially match the text will be presented in a list. You can continue to refine the list by entering more text, or select an associate from the list at any time.
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When you’re finished, click ATTACH. This adds the resource to the list on the RESOURCES tab, puts it into Document Storage, and posts the resource to the appropriate Sales Associate(s) portal(s).