Library

Share resources, handbooks, and other materials with your advocates through the Library.

What Are Library Items?

Library items are resources you publish for your advocates - blog posts, handbooks, PDFs, videos, or links to external content. Each item has a title, description, and an optional URL or file attachment. To share a handbook, create a library item and either link to it or upload the file directly.

Managing Library Items

To view library items, go to Settings > Library > Library Items.

Creating a Library Item

1. Click Add Library Item
2. Enter a Title (required, up to 255 characters)
3. Enter a Description (required, up to 10,000 characters) - displayed publicly on the library item card
4. Optionally enter a URL to link to an external resource
5. Optionally upload a File (PDF, Word document, spreadsheet, image, audio, or video)
6. Click Create

New items are added to the end of the list.

You can provide both a URL and a file, but advocates see the URL link as the primary action. If you only attach a file with no URL, advocates get a download link instead.

Editing a Library Item

1. Click Edit next to the item you want to update
2. Update the Title, Description, URL, or File as needed
3. Click Update

Reordering Library Items

Use the Move Up or Move Down controls next to each item to change the display order.

Deleting a Library Item

1. Click Remove next to the item you want to delete
2. Confirm the removal when prompted

How Advocates See the Library

Advocates access the Library from their site navigation. Each library item appears as a card showing:

• The item title (linked if a URL or file is attached)
• The full description
• An external-link icon for URL items, or a download icon for file attachments

Items appear in the order you set in the admin portal. If you have no library items, the Library section does not appear to advocates.