Skip to main content
Sign in Resources

Uploading Internal Resources to Inbox

Megan Rosenbohm

Use Inbox Internal Resources to house important documents for your team to easily access.

Primary Audience: Administrators

 

Uploading documents to your Internal Resources folder will make them easily accessible to the designated internal users of your organization. Users will then be able to view and share the documents internally and with customers from anywhere.

 

Internal Resources folders are located under the “Internal Resources section of the Inbox tab.

 

Admin Users have the ability to create and edit Internal Resources folders and documents. Once documents are uploaded, each can be downloaded by other internal users and shared with customers via Inbox messages or other forms of communication. Internal Users who have visibility for the folder will receive an email notification when a new resource is added.  

 

To upload a document to Internal Resources, follow the steps below:

  1. Navigate to the the Inbox tab
  2. Click “Manage Resources”, found at the bottom of the Internal Resources section.

  1. If needed, create a new folder by clicking the folder icon in the upper right corner of the page

    • Enter an accurate name into the Folder Name field
    • Set the required internal user visibility via the Visibility dropdown
      • Only internal users selected here will have access to the folder
    • Click “Create Folder”

      • Note: Users can be added or removed from having folder access at any time by clicking “Manage Resources”, and then selecting the kabob menu to the right of the folder name.

 

  1. Click “Add Resource” in the upper right corner of the page

  1. Select the proper folder from the drop down list

  1. Title the resource via the Resource Name field

  1. Click “Attach Files” to open up your computer files and select the document from your computer.

  1. Use the Description field to share any details or instructions regarding the resource and how to use it. 

  1. Click “Share Resource”

 

If you would also like to notify your team that a new resource has been added, easily navigate to the main Inbox and Send Internal Message.

 

Note: To share an internal resource in an Inbox Message, you will first need to download the resource to your device. 

 

If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.