The Resources section is the place for you to store all your important files, documents, minutes, notes, strategic plans.
This guide will cover:
- Managing Resources
- Adding/Editing Resources
- View/Search Resources
- Widget Options
- Common Problems
This is the summary page which will show you the most recent articles uploaded.
As with most other sections of the Dashboard, this view is set out in table form, listing;
- The Document Name
- A Link to the Document
- Document Category
- Date Created
- Date Uploaded
- Number of Views
- Number of Downloads
When clicking the cog, you are presented with View, Edit Delete and Feature. If you click the feature icon, it will add it to the featured list in the resources view. If you want to change this back, just click the stop button.
This page also has a filter button to allow you to search for specific documents, useful if you have previously uploaded a large volume of documents.
Adding resource categories
You can add resource categories easily, great if you want to display different resources to different usergroups using the category based resources widget.
Go to Admin > Setup > CMS > Resource Categories
And add as many categories and subcategories as you wish.
When you want to display a particular category of resources on a page, simply add add a 'Category Based Resources' widget, selecting your chosen category:
Every resource, has two mandatory fields: 'Name' and 'Document'. The rest are optional, though it's good practice to always complete them, as it makes searching easier.
- Name - The name of each article should be unique.
- Summary - A short summary of the document.
- Description - Brief Description of the document you are uploading, could be used to store a revision history for example.
- Document - Upload file dialogue box to select the file.
- Upload Cover Image - Cover image if you want the document to appear in the resources section with a cover photo.
[Checkbox]Featured - Select this if you want to feature a certain document on the Resources section.
[Checkbox]Private - If this box is checked the user must be logged in to be able to download the resource.
- Resource Tags - Use this section to put a few keywords about the document, which will help it to be indexed in searches.
- Start Date/Timing Document will not be available before this date.
- End Date/Timing Document will not be available after this date.
[Checkbox]Show on resources index page If this is checked the resource will be listed on the resources page shown below.
[Checkbox]Show on resources widget If this is checked the resource will appear on the widget shown below.
[Checkbox]Do not show this resource on subsite resources index page - If this is unchecked it will prevent the resource being shown on any subsite resources page, useful if you want your subsites to display only relevant content.
[Checkbox]Do not show this resource on subsite resources widget - If this is unchecked it will prevent the resource being shown on any subsite widget, useful if you want your subsites to display only relevant content.
The gallery below shows some examples of how the Resources Index, Resources Widget, and a view of an individual resource appear to a user of the platform, on the front end.