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View Resources in the Info Hub

Updated
The Goal: Find, preview, and download the resources your association has shared with you in the Info Hub.

Before You Begin:

  • You need Info Hub access. If you cannot sign in, contact your association.
  • Resources can be limited to particular lists or committees. You will only see those resources if you belong to the list or committee they were shared with.
  • Associations can rename their Info Hub menu items, so Resources may appear under a different name on your site.
  • For staff: this article describes what your members see and do inside the Info Hub. Adding and managing resources is done from the back office instead — see Add Resources to the Info Hub.

Step-by-Step Instructions

  1. Sign in to your Info Hub.

  2. In the menu on the left, click Resources.
    If you do not see it, your association may have renamed the menu item or may not have enabled resources. 

    Info Hub with Resources outlined in red in the left-hand menu

  3. The page opens on two tabs:
    • Resources — everything shared with you.
    • My Files — files you upload yourself. Only you can see them in the Info Hub, and they are also attached to your record in your association's system so staff can see them there.

  4. Resources display as cards by default. Use the two icons at the top right of the list to switch between View as Cards and View as Table/List. 

    Resources tab in card view with the View as Cards and View as Table/List icons outlined in red

  5. To narrow the list, use any of the following:

    • Search — type part of a resource name.
    • Show only... — the quick filter drop-down.
    • Customize Results... — opens the Resource Advanced Filter, where you can filter by Lists/Committees, Category, Resource Type, and Date Added. Click Done to apply.

    A Clear All Filters icon appears once a filter is in use. 

    Resource Advanced Filter dialog showing the Lists/Committees, Category, Resource Type and Date Added fields

  6. Each card shows the icons that apply to that resource. Depending on what the resource is, you may see Preview, Download File, Watch Video, Go to Link, and Copy link to resource. Hover over an icon to see what it does.

  7. Click anywhere on a resource card to open its detail page, which shows the resource name, Created By, Date Added, Shared With, the file name, and a Download button. If the file is a type that can be previewed, the preview appears on this page beside the download button.
    File types that display a preview include .pdf, .doc, .docx, .xls, .xlsx, .txt, and .csv. Other types, such as .pptx, show the download button with no preview. 

    Resource detail page showing Created By, Date Added, Shared With, the file name, the Download button and an inline preview

What to Do Next

Staff who need to publish or organize what appears here should see Add Resources to the Info Hub and Working with Resources in the Info Hub. To share a single resource with someone by link, see Share Links to Resources to the Info Hub.

Common Pitfalls

  • Looking in the wrong place: staff manage resources from Memberships > Info Hub section > Shared Files in the back office. Members never see that page. In the Info Hub the same resources appear under Resources in the left-hand menu.
  • A resource you expect is missing: it was most likely limited to a list or committee you do not belong to. Ask your association who the resource was shared with.
  • No preview appears: not every file type can be previewed. Download the file instead — the download button is always there.
  • Uploading to the wrong tab: anything you add on My Files is visible only to you and your association's staff, not to other members.

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