How do I create a Custom Workbook?
There are two ways to do this:
- From the Custom Workbooks page
When you click “Create Workbook”, you will be prompted to name the workbook (visible to your clients) and add a description (not visible to your clients). Clicking “Create” will redirect you to your newly created workbook, where you can begin adding resources from the Library.
On the top right of the page, you will see several actions, such as sending the workbook to a client, adding resources to the workbook, editing the name or description of the workbook, and deleting the workbook.
- From an open resource
On the top right of the resource, click “Add to Workbook”, and you will be prompted to select a workbook to which you would like to add the resource. You will also have the option to “Create a New Workbook.” Selecting this option will prompt you to choose a name and description for the workbook. Once you do that, you will be directed back to the previous pop-up, and your newly created workbook will appear on the drop-down list.
For a detailed video tutorial on Workbooks, please click here.