Resources Menu
Easily store and manage your company and office documents in the Resources section. Files in the Resource Center can be shared with all Office users and Agent users, accessible through the Resources tile.
TABLE OF CONTENTS
OSL Office users can upload and manage files in the Resources section via the left-hand menu.
OSL Agent users have read-only access to the Resources section through the Resources tile.
When you add Documents to the Resource section the Resources card/tile will automatically be displayed for all users when they login into OSL Office or OSL Agent.
Use the Resources library to store your company or office documents and files.
Example files that might be stored in company Resources section;
Graphics, Company logos, Documentation, Real estate forms, Marketing material, Advertiser Forms, Contracts, Office manuals
Resources menu
Examples of documents that might be stored in the company Resource files might be;
Graphics, Company logos, Documentation, Real estate forms, Marketing material, Advertiser Forms, Contracts, Office manuals
Files types
File types can be pdf, docx, jpg
Folders
You can arrange your files into folders, use the + button to create anew folder
Adding a file
Uploading a file into your office resource has a few 2 steps;
- Click on the Add new Resource button and select and up load your file
- add to the correct folder and set who you want to view the the file
- give the file a user friendly name (optional)
Adding a file Click on the new button and browse to the file that you want to upload your resource library
Add a thumbnail
You can add a image or thumbnail to your file (optional)
Images should be saved as png file format
Image size is 130 x80px
Show to Agents
When you upload a file to the resources you can decide who gets to see the file
- Company level users only
- Admin level
- Agents - All users
A document or file can be set to display to other Admin users or All users (including OSL Agent users.
Use the Publish to option to decide who you want to be able to see your document
Add to Folder
Decide which folder that you want your document saved to
If no documents or files have been uploaded into your company Resources library then the Resources card/tile will not be displayed on your OSL Office Live home page.