Manage a Portfolio's Resources

Every Resource belongs to a Portfolio. A Portfolio's Resources tab lists them all, whether or not any Procedure or Step uses them yet, so you can add, edit, and delete them in one place. A Resource added here is ready to reuse on the Portfolio's Procedures and Steps.

1. In the Navigation pane's Portfolios panel, select the Portfolio.
2. Press the Resources tab in the detail pane.

   

Find a Resource

Type in Search resources… at the top of the tab to filter the list.

Add a Resource

Press a button at the bottom of the tab:

• Drive…: attach Google Drive files. The first time, it asks you to connect your Google Drive account.
• Embed…: write reusable formatted instructions.
• Attach…: upload files from your device.
• Link…: link to a web page.

The dialogs are the same as when you add Resources to a Procedure or Step.

Edit, open, or delete a Resource

Press a Resource's ⋮ menu, then choose Edit, Open link, Download attachment, Open embedded content, or Delete. Deleting a Resource here removes it permanently from every Procedure and Step that uses it. To take it off just one Procedure or Step, see Remove a Resource.

Related Articles

Overview

1. Resources Overview
2. Portfolios Overview

Step-by-Step

1. Add Resources to a Procedure or Step
2. Reuse a Resource
3. Remove a Resource