Pages are the best way to deliver curated resources and links from the Resources Library to clients.
To create a page:
Navigate to the 'Sell' menu.
Click on 'New'
Select “Page” to begin creating your page.
Give the Page a Title and Synopsis, then click “Add Content” to begin creating your first section.
You can add as many section headers as you need to organize your content. If needed, the Synopsis can provide additional information.
To add a resource from the Resources library,
Click “Add from Library”
Select the resource you want to add
Click “Save”
You're not limited to just Resources, you can add any of these to pages:
Articles
FAQs
Downloads
Embeds
Videos
Links
Meeting Links
Documents, and you can specify whether to link to a new document or the list of previously generated documents
Forms, and you can specify whether to link to a new form or the list of previously completed forms
Uploads, and you can specify whether to link to a new file upload or the list of previously uploaded files
Projects, which match the package's availability
Other Pages
To remove any resources, just click the delete icon that appears when your mouse hovers over the resource tile.
You can enable Pages for clients manually via the client’s navigation menu, via a workflow or Project automation, or by adding it to your service's package.