Boards: Updates to Resources

Modified on Fri, 12 Jun at 3:20 AM

A recent update to your platform introduced an upgraded Resources module with a faster search function, improvements to general speed and scale, and an updated design.

There are a few changes from the previous version of the system, detailed below.

Updated Folder View

Previously, all Agendas, Resources (Documents) and Sub-Folders were listed on one page.

Previous Resources view showing all content on one page

Now, a switch at the top of your page lets you open the Agendas, Resources, or Sub-Folder views separately. Simply click any option within the box shown in the screenshot below to update your view.

View switcher for Agendas, Resources and Sub-Folders

You can view a quick demonstration of switching between Agendas, Resources and Sub-Folders here.

Opening an Agenda and Other Actions

As before, you can click the Open icon to open your Agenda.

Open agenda button

This will now automatically open the Agenda module page, with your selected Agenda open in the side panel.

Agenda open in the side panel

All other actions - including Edit, Download PDF, Unlink, Email Link and Delete - remain the same.

Creating an Agenda

To create an Agenda while you're within a folder, click the Add button at the top right of your screen and select Create Agenda.

Create Agenda option in the Add dropdown

Note: Some terms used above, including "Agendas" and "Resources", are customisable and may appear differently on your platform. If you have questions, please contact your Administrator or Customer Success Manager.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article