Topics make it easier to find and manage your Resources library resources across your entire portal.
Here’s how to set up Topics
1. Navigate to Resources Menu:
Click on ‘New’.
Select ‘Topic’.
2. Name Your Topic:
Enter a name for your topic. This can be relevant to your practice area or project status.
Optionally, write a brief synopsis to describe the topic.
3. Set the Status:
Choose between ‘Draft’ or ‘Publish’. Note that this status is internal and does not affect client visibility.
4. Save Your Topic:
Click ‘Save’ to create the topic.
To see all of your topics, visit the 'Topic Section' in your Resources Library.
Please note you must set up Topics before you begin creating Resources.