---
title: "How to Use the Resource Library in the Client Portal"
url: "https://coachvantage.productfruits.help/en/article/how-to-use-the-resource-library-in-the-client-portal"
language: "en"
last_updated: "2025-08-14T16:02:12.867Z"
---

# How to Use the Resource Library in the Client Portal

Upload files, share them with your Coach and access files that your Coach has shared with you

[Embedded content](https://www.youtube.com/embed/R4gmmdWgjFo)

## **Overview 📚**

The **Resource Library** in your Client Portal allows you to upload your files and documents. 

You can keep these files **private** (i.e. for your own reference only), or you can choose to share files with your Coach. You can also access files that your Coach has shared with you.

There are 2 ways that your Coach can share files / resources with you:

1.  If your Coach shares files that are not associated with a Coaching Program, you will receive these files in your **Resource Library**.  
     
2.  If your Coach shares files as part of a Coaching Program, these files will be accessible from the **Coaching Program Management** page > **Resources**. Refer to this article [How to Access Coaching Program Resources](https://coachvantage.productfruits.help/en/article/how-to-access-coaching-program-resources) for more details.

Click **Resource Library** on the left menu:

![](https://cdn-assets.productfruits.com/fe176fd7-3453-4eac-b010-8b03910867eb)

### **To Upload a File**

1.  Click on **Add Local File.**
2.  Upload your files.
3.  Click on **Add.**
4.  Your files will be uploaded now.

![](https://cdn-assets.productfruits.com/b21f01cd-a56d-4fb2-b611-dc8e8fce1f7e)

![](https://cdn-assets.productfruits.com/c29118c8-c419-4e9e-b3b8-7d40f1b39c74)

### **To Share A File With Your Coach 📨**

1.  Click on the **3-dot button menu** on the right.
2.  Click on **Share.**
3.  Select the Coach you want to share it with. You can select multiple if you have more than one coach you would like to share it with.
4.  Click on **Share Resource** then click **Done.**
5.  Your file is now shared with your Coach, as shown in the **Shared With** column of the table:

![](https://cdn-assets.productfruits.com/c5c4c747-3104-402f-964f-6b2ca9f7dd11)

![](https://cdn-assets.productfruits.com/61a60b93-d186-46ee-a259-cfa962a1d185)

### **To Create A Folder 📁**

1.  Click **Add Folder**.
2.  Name your folder.
3.  Click **Save**.
4.  Your folder is now added.

![](https://cdn-assets.productfruits.com/4ee66adc-3a09-438d-b3ef-de511a9c861b)

![](https://cdn-assets.productfruits.com/9b9f7ab4-90ca-4408-81d8-19e1b04b5366)

![](https://cdn-assets.productfruits.com/675b3ba6-12b1-4bac-8d72-d520ccac4953)

### **To Add Multiple Files to a Folder**

1\. Select the files you would like to add to a folder.  
2\. Select the **Move To** icon (hover over an icon to view its description).  
3\. Select the folder you wish to move the files to.

![](https://cdn-assets.productfruits.com/2dc8d2b4-bbdf-4d6e-885d-100355817d82)

4\. Click **Move**.

![](https://cdn-assets.productfruits.com/b5ed9565-8f78-4104-919b-505bb679313e)

5\. Your files are now moved to the desired folder.

6\. To add more files to an opened folder, simply click the **Add Local File** button.

![](https://cdn-assets.productfruits.com/6d0ee4db-aa0f-4f19-9117-37a75679d217)