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Sharing Resources and Engagement Items
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Written by Admin
Updated over a week ago

Creating Links

You can add website Links to resources, program Items, engagement resources, sessions and tasks, notes and comments, profile summaries, and the messaging center. Links can be saved in your Global Resources page or for individual use in your engagements.

Add a Link to Resources

  • From your Resources page or Engagement Resources click Add Resource.

  • Select Create Link or Add from Resources.

  • Fill the Name, Description, and complete URL and click Save.

Add a Link to a Program Item

  • From inside an Engagement click on Add Item and choose Link.

  • Choose the Link you added to your Resources in the previous section.

  • You may alternatively click Create a Link.

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