PERMISSIONS REQUIRED: You need the Admin permission to use these functions.
Go to Admin → Advanced Setup → Resources to upload resources in the system that you want to share with other users at your clinic. All uploaded resources are available to all users in the clinic under My Account → View & Download Resources.
Jump to Section:
Add a Resource
- In the lower right, click the + Resource button.
- Fill in the information for this resource and select the file to upload.
- Click the Save Resource button.
Edit a Resource's Basic Information
- Click the resource you want to edit information for.
- Once you've made changes, click the Save Resource button.
Download a Resource
To the right of the resource, click the download icon .
Delete a Resource
- To the right of the resource, click the delete icon
.
- Click the Delete Resource button.
About the Fields
| Field | Description |
|---|---|
| Name | The name of the resource. |
| Section | The name of the section you want this resource to be grouped in. |
| File | Select the file to upload into the system as a resource. |
| Description | The description of the uploaded file. |