Using the Resource Section in Propel Your Business #

Accessing Resources #

You can find resources in two places within the software:

1. Main Navigation
   • On the left-hand navigation bar, click Resources (pin icon).
   • This dashboard shows all resources across all meeting series.
   • Each resource displays:
     • Name
     • Owner (who created/pinned it)
     • Who it’s shared with
     • Description
     • Associated meeting series
     • Type of resource
   ⚠️ Note: If the resource is stored in a cloud system (Google Drive, Dropbox, etc.), it must also be shared there. Propel adds a second layer of organization and access, but does not store the document itself.
2. Within Meetings
   • In any meeting series, click the Resources tab (right-hand side).
   • Here you’ll see all resources pinned specifically to that meeting.
   • You can:
     • Search or filter resources
     • Pin additional resources from your company instance
     • Create a new resource (automatically pinned to this meeting series)

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Managing Resources #

• Edit a resource: Click the three dots → Edit.
• Archive a resource: Click the three dots → Archive.
• Search & filter: By owner, type, activity status, or date created.

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Adding a New Resource #

1. Click the green Add Resource button.
2. Enter:
   • Name (required)
   • Description (optional)
   • Meeting(s) to pin it to
   • Resource link (required)
3. Assign Editors and Viewers (note: you must also set permissions in the original document).
4. Save, or choose Submit & Add Another.
5. The system will confirm whether you want to share access with everyone in the meeting series.

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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 context.