How do I upload files, links, and videos to my resource library?
Add files, videos, and external links to Vault resources, tag them, and manage them once they're in your library.
Vault resources is your raw library — every file, video, and link you've uploaded, searchable and taggable. Nothing in it is visible to a client until you share it, either individually or by putting it inside a shared collection.
Resources are managed on the web dashboard.
Add a file or link to your library
- Go to Vault resources and click Add resource.
- Choose the resource type. Upload FileAdd Link
- Enter a Resource name. Optionally add Tags and a cover photo.
- For a file, drag and drop it or choose it from your device. For a link, enter the full URL including
http://orhttps://. - Click Upload File or Add Link.
Resource settings and limits
| Setting | What it does | Default |
|---|---|---|
| Resource name | Shown everywhere the resource appears, up to 300 characters | Required |
| Type | Upload File or Add Link | Required |
| Link URL | The page a link resource opens; must start with http:// or https:// | Required for links |
| Tags | Labels for organizing and filtering your library | None |
| Cover photo | The image on the resource's card | None — a file-type icon is shown instead |
Accepted files are images, video, audio, PDF, Word, Excel, PowerPoint, text, CSV, RTF, and ZIP. Videos can be MP4, MOV, WebM, AVI, or MKV. There's no cap on how many resources or tags you can have.
What happens after you upload a video
Videos are processed after upload so they stream properly in the client app. A progress toast shows the upload percentage, then "Processing video…".
While a video shows a Processing label, its card can't be opened or viewed. The list unlocks the card automatically when processing finishes. You can still edit the resource's details while it processes. If processing fails you'll see an error message — upload it again.
Tag your resources
Create a tag from the Add or Edit resource form. Tags can use letters, numbers, and spaces only, and power the tag filter on the Vault resources page.
Find a resource in your library
The Vault resources page lists resources 12 per page, with a text search and a tag filter you can set to several tags at once. There's no sorting, reordering, or bulk action on resources.
View, edit, and delete a resource
Each resource card has an actions menu:
- View resource — files and links open in a new browser tab; finished videos open their streaming page in a new tab.
- Edit resource — change any field, including replacing the file or switching a resource between file and link. Edits go live immediately; there's no draft state.
- Delete resource — after a confirm step, the resource disappears from your library and from every client's Files page. Deletion is one resource at a time.