Resources
Resource Overview
Last Updated: August 22, 2025Using the Resource Section in Propel Your Business Accessing Resources You can find resources in two places within the software: Managing Resources Adding a New Resource Key Reminder 🚫 Propel Your Business is not a document storage system.Instead, it organizes and centralizes links to your documents so they are always accessible in the right meeting...
How Do I Control Who Has To My Resources ?
Last Updated: August 22, 2025Propel Your Business provides multiple layers of control, but it’s important to remember one key fact: Propel does not store documents. Any file pinned in the software is only a reference. The document itself still lives wherever it was originally stored — like Google Drive, SharePoint, or Dropbox. That means you’ll always need to share...
How do I add a resource?
Last Updated: August 22, 2025Adding a resource in Propel Your Business can be done from two places: Option 1: From the Navigation Bar Option 2: From a Meeting Key Reminder Propel Your Business does not override security settings from your document storage platform. Always ensure your participants have the correct permissions in both Propel and the original system.
How do pin a resource to a meeting series?
Last Updated: August 22, 2025There are several ways to pin a resource to a meeting series. The first way is through the navigation bar on the left-hand side. Click on Resources. If it’s a new resource, simply add it (following the instructions in the separate video), and then pin it to the specific meeting series. If you don’t know...
How Do I Archive Or Unpin A Resource From A Meeting Series?
Last Updated: August 22, 2025There are two distinct actions you can take with resources in Propel Your Business: 1. Archiving a Resource Steps to Archive: 2. Unpinning a Resource from a Meeting Series Option A: From the Resource Dashboard Option B: From the Meeting Series ✅ Key Difference: