How Do I Archive Or Unpin A Resource From A Meeting Series?

There are two distinct actions you can take with resources in Propel Your Business:

1. Archiving a Resource #

• Archiving removes the resource from both the main Resource Dashboard and all meeting series it is pinned to.
• Archived resources cannot be pinned to meetings.

Steps to Archive:

1. Go to the left-hand navigation bar and click Resources.
2. Find the resource you want to archive.
3. Click the three dots on the right-hand side and select Archive.
4. Confirm when prompted.

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2. Unpinning a Resource from a Meeting Series #

• Unpinning only removes the resource from that specific meeting series.
• The resource remains available in your Resource Dashboard and can still be used elsewhere.

Option A: From the Resource Dashboard

1. Go to Resources from the navigation bar.
2. Click Edit on the resource.
3. Find the meeting series it is pinned to and remove it.
4. The system will remind you who currently has access to the document.

Option B: From the Meeting Series

1. Go to the meeting series where the resource is pinned.
2. Open the Resource Dashboard for that meeting.
3. Click the three dots → Edit, or use the Pin Resources button.
4. Find the resource in the list and unselect it.
   • You can only unpin resources if you have edit access.
   • If you do not have edit access, the option to unpin will be disabled.

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✅ Key Difference:

• Archive = removes the resource everywhere.
• Unpin = removes the resource only from one meeting series.