Resources overview

Resources is the Finalsite module for storing, organizing, and managing all site files including PDFs, images, and videos. Files are organized into Public, Private, Posts, and Messages folders and can be grouped into Galleries for display. The Quick Actions Panel provides editing, tagging, alt text, and "Where Used" visibility for each file.

💡Quick answers

  • What four folder types are available in Resources? Public resources, Private resources, Posts resources, and Messages resources; see the "Types of files in the Resources module" article for details on when to use each.
  • Filtering Resources by file type and status? Use the horizontal category tabs (Audio, Image, Video, YouTube, Document, Other) and the Status dropdown (No ALT Text, Unused, etc.); combine both filters to drill down further and manage specific file sets.
  • What are the three Resources permission levels? Not Allowed (no access by default), View Upload & Edit (can upload and manage files but not delete folders or adjust gallery settings), and Admin (full access including ability to grant permissions to others).
  • How long do deleted resources stay in the Recycling bin before permanent removal? 30 days; they can be restored during that window but will not return to any galleries or page placements they had before deletion.
  • Where do you check your site's available disk space? In the Resources left navigation, scroll to the bottom and click Disk Space Usage to see a breakdown by file category with chart options.

In this article


Resources is a Finalsite module that stores, organizes, and manages files for your website. All the files previously uploaded to either File Manager or Multimedia Manager can now be saved together in Resources. With Resources, you can easily store PDF files, images, videos, and other types of files together, as well as relocate, rename, and rearrange them as needed.

The Resources module is found by clicking on the folder icon in the left Composer toolbar. Five menu items are available to admin-level users: Resources, Galleries, Permissions, Settings, and Deleted Resources.

resources .png

Add a new resource

Navigate to the folder where you would like to house your new resource in the left-hand bar.

Resources are separated into the following folders in the left navigation: 

types of resource folders.png

Read more about how files are organized into folders in "Types of files in the Resources module."

Once you have selected your folder, the green Public Resource button will appear to upload new media into that folder. Click on Public Resource to Add a new resource.

add a new resource.png

Filter and sort your resources

Finding a specific file in a large library shouldn't be a manual task. Here are the tools available to help you find what you're looking for and stay organized!

By keyword or tag

Filter by keyword or tag in the search bar at the top of the All Resources view. 

By category 

Filter by category to drill down even further into specific file formats with the File Type horizontal tabs. This allows you to isolate exact file extensions for easier management of your media library. 

Select one or more of the categories to display the options below. Categories include: Audio, Image, Video, YouTube, Document, and Other.

Within each selected category, use the checkboxes that populate to select specific extensions.

For example, check the boxes next to the Audio and Video categories, then deselect the file types in those categories you don’t want to display.

By status

Sort resources by status (No ALT Text, No Tags, Unused, Used, or External).

filter used unused in resources.png

Pro tip: Combine filters

Mix and match Categories and Statuses to drill down and manage your selected resources. 

Manage or remove active filters

An indicator will appear at the top showing your active filters. Click Clear at any time to return to the default view, where all checkboxes are selected.

Category Available Extensions Use Case Example
Audio MP3, WAV, M4A, AAC, Other Manage podcast episodes or audio clips.
Images JPG/JPEG, PNG, GIF, SVG, Other Isolate all .png files to move to a logo folder.
Video MP4, MOV, WMV, AVI, Other Find large .mov files that need compression.
YouTube N/A (External Link) Filter for embedded YouTube links to verify video titles.
Documents PDF, DOC/DOCX, XLSX, CSV, PPTX, Other Bulk delete old .pdf newsletters.

Pro Tip: Use "Other"

Each category includes an Other checkbox. This is a powerful way to find "edge-case" files that don't fall into standard extension categories, helping you keep your resources clean and organized.

Quick Actions Panel

When working in Resources, click on a media file to open the Quick Actions Panel and find the following actions:

Quick Actions Panel Part 1 Quick Actions Panel Part 2

Customize your media in the quick panel: Part 1

Quick panel part 1.png

  1. Add to Gallery: add file to an existing gallery.
  2. Move to folder: move file to an existing folder.
  3. Delete resource: moves file to Deleted Resources for 30 days before deleted permanently.
  4. Replace resource: replaces the files in all instances where it is displayed on the site.
  5. Edit image: only basic cropping available; use image ratios.
  6. Where used: see where a file is used and located throughout the site.

Galleries

Click on Galleries to view any galleries you have created. Check out our Galleries article for more information.

galleries open up in resources.png

Permissions

You can control who is able to access Resources. When you open the Permissions screen, you’ll see all of the admin user groups who have Composer permissions assigned in the Admin Users module, and a dropdown to allow you to choose a permission level for the members of each group: Not Allowed; View, Upload & Edit; or Admin.

resources permissions.png

  • Not Allowed: Admin users in this group will not have access to anything in Resources by default. Rights may be granted to specific folders or galleries individually.
  • View, Upload & Edit: Admins will be able to view, edit, and delete public and private resources, as well as have limited access to the Resources and Galleries tabs of the module. They can upload new resources, add resources to galleries, and add new resource folders and galleries. This level does not include the right to delete or edit settings on any folders or galleries. 
  • Admin: Admins will have full rights to the Resources module, including the ability to assign admin permissions to other admin groups.

Users do not have to be site admins in order to use Resources, however! Portal users can be assigned rights to specific galleries and access the module from their Account menu. For more information about Resources permissions, see the Permissions article.

Settings

Resources settings are available to help ensure ADA compliance on your site by requiring alt text in order for images to be shown on the site. There are separate toggles for Resource elements and the content editor. A warning box will display the number of images that will be affected by enabling the alt text requirement for Resource elements.

resources settings.png

Deleted Resources

Delete a resource by clicking on the trashcan icon underneath its thumbnail image from the All Resources view. However, that resource is not immediately deleted, in case a mistake was made and it needs to be restored. Instead, it is moved to the Recycling bin. To access the Recycling bin, select Deleted Resources from the main Resources menu. 

Deleted resources will remain in the Recycling bin for 30 days before being permanently removed.

deleted resources.png

Click on the resource(s) you want to return to Resources and select the Restore button.

deleted resources restore button.png

Important Note

This will restore the file to Resources, but not to any galleries or locations on the site it existed before being deleted.

Check disk space usage

It's good to know how much space you have remaining as you are adding media into the Resources module. Locate the Disk Space Usage menu by scrolling down in your Resources folder navigation on the left until you see the Disk Space Usage label.

disk space usage .png

Admin-level users can click on Disk Space Usage to see how the allocated file space on your site is being used. 

resource16.png

The following categories of files are displayed: free space, personal, public, private, media, classes, other, and Resource Manager. Click on a category to reveal more details about where the files are located. Under Display Settings, you can use the “Chart Type” dropdown menu to choose whether to display this information in a pie, bar, horizontal bar, or cylinder graph.

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