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[WorkFlow] Accessing the Media Resource Library

[WorkFlow] Accessing the Media Resource Library

The content in this article is appropriate for: Agents

Agents may access any files that have been designated as Agent Resource=Yes as long as they have been assigned the proper Team/Abilities.

  1. Click Agent in the left-hand navigation bar, then click Resource Library

  2. The Resource Library Agent will load

  3. From here, the agent can:

    • Search for files

    • View the file ID#, File name, Upload Date, Size, and associated Program/Client

  4. Click on the ID# to Play/Download the file

    • Audio and video files will bring up a media player to view\listen to the content

    • PDF files will open in a pop-up resource player

    • All other document types will automatically download

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