How to Use the Resources Tab Courtney Allbee
The resources tab is a great place to store important company templates that’s easily accessible for all team members. For example, if there’s a word doc template your team uses for your proposals, you would store this in the resources tab. Here’s how it works:
To get to the resources tab, click on “resources” at the top.
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You can quickly and easily drag and drop files into this section, or simply click the grey box to the left to manually upload the desired file.
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To access the file, just click on whichever file you need to open, and that’s it!
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It’s super simple and a great tool for storing important internal templates your team uses frequently.
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