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Resources are attached to the Workflow Stages. As a project progresses through the workflow the resources will be made available to the customer. The following resource types can be defined;
Defining Categories for Resources
In the Customer Portal Resource section you can define how the resources are categorised.
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You define the categories in Platform
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Types of Resource
Video Resources
This type of resource can be a video hosted on the Platform or a link to a video.
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Field | Description | |
|---|---|---|
| 1 | Name | A meaningful name for the resource. |
| 2 | Display Name | The name, of the resource, displayed on the customer portal. |
| 3 | Display Category | Pick the display category for the resource. This will determine which tab the resource will be shown in on the resources section of the customer portal e.g. FAQ \ Knowledge Hub \ Videos. |
| 4 | Description | A meaningful description for the resource. |
| 5 | Details | If this resource is a link to a document in |
the DMS you can insert the link here. | ||
| 6 | Image/Video Content | The image or video for the resource. |
| 7 | Resource URL | The URL if the resource is a hosted video . |
FAQ
An FAQ resource is entered directly through Customer Portal > Resources. These are used to define simple text-based frequently asked questions.
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