Articles from the Customer Success Team

Add an online resource

Share a link to an external video, document, or website (e.g., YouTube, Google Drive, Dropbox) so your team can access important materials without uploading files directly.

Pre-requisite

  • You need permission to add online resources. If the option isn’t visible, contact your admin.
  1. Go to the Job Docs dashboard.
  2. Click the blue Actions button in the top right corner.
  3. Select Add Online Resource.
  4. In the Link (URL) field, paste the link to the external video, document, or website
  5. Click Next.
  6. On the next screen (mandatory steps):
  7. Enter the Resource Name.
  8. Select the Job where the resource should be uploaded.
    Scroll or use the search bar to locate the job.
  9. Click Next again. In this step, you can optionally add organizational details, such as:
  10. Add or select a Tag to help categorize and filter the resource.
  11. Add a Comment to provide context or mention teammates.
    Use @name to mention someone (the mentioned person receives a notification).
  12. Click Add to complete the process.
  1. Open the Job Docs dashboard.
  2. Tap the blue Actions button at the bottom.
  3. Select Add Online Resource.
  4. In the Link (URL) field, paste the link to the external video, document, or website.
  5. Tap Next.
  6. On the next screen (mandatory steps):
    • Enter the Resource Name.
    • Select the Job where the resource should be uploaded.
      Scroll or use the search bar to locate the job.
  7. Tap Next again. In this step, you can optionally add organizational details, such as:
    • Add or select a Tag to help categorize and filter the resource.
    • Add a Comment to provide context or mention teammates.
      Use @name to mention someone (the mentioned person receives a notification)
  8. Tap Upload to complete the process.

⚠️ Notes

  • Make sure the shared link is publicly accessible or viewable by team members.
JD-003

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