Viewing Resource Center items

A library of reference documents and governance information can be found in the Resource Center. The Resource Center allows you to navigate the contents of a folder, and to see thumbnail previews of any resource document.

  1. Select the Navigation menu icon to open the main menu.

  2. Select Resource Center. The section menu closes, and a list of folders containing reference materials appears.

    Note

    If you don't see Resource Center, your organization may have renamed the section, but the folder icon by the name remains the same.

  3. You can manually check for updates in the Resource Center by selecting the Connection icon in the top toolbar and selecting Check for updates.

    Note

    By default, the application automatically checks for recent updates or changes the first time you navigate to the Resource Center section after signing in.

  4. The Resource Center opens in a split-pane view. A list of accessible items appears on the left. Selected items appear in a preview window on the right.

  5. Your folders can be a combination of Offline and Online only items.

  6. Offline folders can be accessed without an Internet connection. They must be synced before they can be viewed. Select the associated Sync button.

    Tip

    You can select the Sync menu and select Sync all updates to sync all of your offline items at once.

  7. Online only folders do not need to be synchronized, but can only be accessed with an active Internet connection.

    Offline

    Online only

    A folder can contain documents marked as New. This appears as a folder icon containing a document with a blue sunburst on it. Any new documents uploaded also appear with this icon.

    Offline

    Online only

  8. Select any folder row to access that folder's contents.

  9. A list of folder documents and sub-folders appears. The name of the selected folder appears in the navigation banner.

  10. Select a document to preview it. Once the document is selected, you see a thumbnail image in the preview pane on the right.

  11. To go to the document in page view, select the thumbnail image in the preview pane.

    Note

    Most Resource Center documents behave much like pages in a board book, but you won't be able to annotate a document if it's available online only.

  12. Availability, modification date, and document location information appears below the document preview.

  13. The preview slider can be turned off to quickly jump to the page view. Select or swipe the toggle button left to the off position. Select or swipe the toggle button right to re-enable the preview.

  14. To return to the previous folder level, select the Back button.

  15. To quickly return to the top level of the Resource Center, select the Back to top button.