Add a guide, file or link to the team library

The team library keeps your clinic's guides, SOPs, files and links in one place. Patients never see it.

Steps

1. Open Team and select the Resources tab.
2. Select Add to library and choose what you are adding: Guide or SOP, File or template or Link or tool.
3. For a guide, enter a Title and What this guide is for. Write each step, using + Add step for more. Add a picture with + Add screenshot and a note with + Add tip.
4. For a file, drop it in or select Choose a file, then enter its Name. Word, Excel, PowerPoint, PDF, text files and images up to 50 MB work.
5. For a link, choose whether It opens A website or An Oben page, then enter the address or choose the page.
6. Under Who can see it, choose Everyone on the team or Chosen Access Roles and tick the roles.
7. For a guide or file, tick the box confirming it shows no real client information.
8. Select Publish for a guide, or Add to library for a file or link.

Good to know

• Preview as a role shows what someone with that Access Role will see.
• New Access Roles do not see an item until you tick them.
• Every file and screenshot is checked for viruses before anyone can open it.
• Open an item and select Edit to change it, or Mark reviewed after checking it is still right.
• Tutorial videos and courses are added from the same menu by staff who can author training. Contacts go in the Directory: see Keep your clinic's contacts in the Directory.