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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.
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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