Platform Selector


Connect learners with relevant information and existing resources by adding Custom Resources to your courses and learning activities. Resources can be associated with specific courses and locations.

You can find a list of all your organization’s Resources under Content in the left navigation. Alternatively, you can click on the Content Library, select a course, and click Configurations to access the resources for that specific learning activity.

Add a New Resource

  1. Go to Content > Resources
  2. Click New Resource in the top right corner of the Manage Resources page.
  3. Select the format that matches your resource: PDF, link, or rich text. Click Next.
  4. Name this resource. Pick a name that will make sense to learners and other administrators. This name will appear in the course.
  5. Attach the resource in the format of either a PDF, a URL, or rich text. If it is rich text, check that the formatting looks right.
  6. If you have a version of this resource for other languages, see the section below.
  7. Once your resource looks good, click Next.
  8. Specify when and where learners should see the resource.
    1. Select each course or activity where you want the resource shown. Many courses may use more than one resource type. Use the checkbox to the left of the course name.
    2. Select the locations where you want the resource shown.
  9. Click Confirm.

Edit an Existing Resource

To edit an existing resource, add a language, or change where it shows to learners:

  1. Find the resource you want to edit on the Resources table. Click the pencil icon  to edit.
  2. Here you can change the resource’s name or change the policy itself. To add or edit the resource in another language, select a language from the right and edit in the center.
  3. Click Next.
  4. Here you can change when and where learners will see the resource. Add or remove courses and activities on the left. Add or remove locations on the right. If a resource shows in the right course, but in the wrong place, change the resource type in the dropdown just to the right of the course name.
  5. Click Confirm.

Add a Resource in Another Language

If you have learners who need to see your organization’s resources in a language other than English, you will first need ensure that language capability is available for your account. You can contact your Account Manager or submit a ticket to EVERFI support if you don’t see a language that you need. Available languages vary by course.

  1. If you are adding a new resource, follow Steps #1-4 of the Add a New Resource section above.
  2. If you are editing an existing resource, follow Steps #1-2 of the Edit an Existing Resource section above.
  3. When you get to the page to Add the Resource, notice on the right side there is a section called “Available Languages” where English is selected by default.
  4. After you add the English version of your policy, select the next language you want to add a resource for. You will notice the Resource Name, Resource Link, PDF, or text disappear, but if you toggle back to English they will reappear.
  5. With the other language selected, add the Policy Name and the Policy Link or PDF.
  6. Repeat for all other languages. Once you are done, click Next to select the courses and locations.


Deactivate an Existing Resource

To remove an existing resource:

  1. Find the resource you want to remove on the Resource table. Click the ban icon  in the Actions column to Deactivate Resource.
  2. Confirm your action by hitting OK.

Note: Global resources cannot be edited, but can be removed.



  1. Log into your administrator account
  2. Click on “customize” in the top navigation bar
  3. Locate the course you would like to update and click on “resources”
  4. Click the blue “add a resource” button in the top right
  5. Select the type of resource, provide a name and include a link or rich text
  6. Click “save”



As a primary admin, you have the ability to add and update custom resources for all HTML5 courses in your account. The Resources section appears in the top menu bar in each course, and includes additional information for learners. Adding custom resources is a great way to provide your learners with contact information and related resources within your organization. The ‘Resources’ tool allows you to add, edit, and delete these resources, and map them to specific courses. Below are the instructions on how to use this tool:

Note: This tool is available for primary admins only.

  1. Log into the EVERFI Admin Toolbox
  2. Click on Customize > ‘Resources’
  3. This will open the tool so that you can add, edit, or delete any resources in your account.
    1. Note for Higher Ed customers: If you have existing custom resources in your Bridges or Intersections courses, but do not see them within the Resources tool, this means that your custom resources were added by our content team during your course build. Please reach out your Account Manager if you need to edit these resources.

Add Resources:

  1. Click the ‘Add Resource’ button 
  2. Courses: Select the course(s) in your account that you want your custom resource to display in. Click on the course to add it to the box on the right.
    1. You can select one course or several courses, keeping in mind that you can feature the same resources in many courses, or you can create resources for specific courses. 
    2. Be sure to choose the exact course title that you are planning to assign to ensure proper mapping.
    3. Note: Only HTML5 courses are able to display custom resources. If a course is not included in the list, it cannot include custom resources.

  1. Languages: If the course(s) you choose are available in more than one language, the languages will appear below the Courses section.

    1. You can add separate resources for each language, which ensures that your learners will receive resources in the same language as the course content (e.g. resources in Spanish for learners who will be a course in Spanish).
    2. Choose the language for which you would like to add resources (you’ll see a check mark next to the language), and continue with the next steps below. Repeat the process below for each language.

    1. English is the default language. If you do not add specific resources for the other languages, the English resources will display for all languages.
    2. Note: When mapping to multiple courses, the total possible languages will display. If one of the courses does not have a specific language available, the default (English) resources will appear in the course.


  1. Title: Create a title for your resource. This will appear in the the Resources section on the left-hand side menu. It is recommended to use the title to describe a group of resources (e.g. “Campus Resources”), and use the tabs to further categorize resources.

  1. Tab Name: Add a name for each tab you plan to use. The tab name has a limit of 36 characters. You can add additional tabs by clicking on the ‘+’ sign. You can have a maximum of 4 tabs. 
    1. For Title IX/Clery courses, we recommend organizing your resources as follows: General Resources, Reporting Options, Support and Services.

  1. Body: Input your your desired content for each tab. You can use the formatting tools to organize the information.
  2. Choose File: If you would like to upload a resource (e.g. PDF of resources), you can upload the file to our platform and then link to it within the Body section. 
    1. Click ‘Choose File,’ select your file, and then click ‘Upload’.
    2. Once your file is uploaded, click ‘Copy’ to copy your link.
    3. You can paste it directly into the body or hyperlink it to a word/sentence (as pictured below)


  1. Click ‘Preview’ to preview how your resources will appear in your course(s).
    1. Note: When previewing resources for courses with multiple languages, click each language on the right to see the mapped resources.
  1. Click ‘Add’ to save and add your resources to your course(s).


Edit Resource:


  1. Click ‘Edit’ next to the resource that you want to edit 
  2. Update the fields as needed
  3. Click the ‘Save Changes’ button to save your changes


Preview Resource:


  1. Click ‘Preview’ next to the resource that you want to view. This will allow you to preview how the resource will appear in your course(s).
    1. Note: When previewing resources for courses with multiple languages, click each language on the right to see the mapped resources.

Delete Resource:


  1. Click ‘Delete’ next to the resource that you want to delete. Keep in mind there is no way to recover a deleted resource.



  1. Click the CUSTOMIZE icon in the global navigation on the left.
  2. In RESOURCES you can customize the content that will appear in the Resources pop-up. You can fill in information for:
    • General
    • Reporting Options
    • Support & Services
  3. You can Preview, Discard or Publish the changes for each.