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Quick Resource View

The Quick Resource View feature lets you pin a resource (file or link) to the side of your screen, so you can keep referencing it while navigating through Customers, Deals, Tasks, or any other feature in Alano.

How to use it

Open Resources and select the resource you want to keep handy
Open the resource, then look to the right-side panel
Click Open in side panel
Your resource will stay visible in the sidebar while you continue working elsewhere

Why it’s useful

Reference a pitch deck while updating a deal stage
Keep onboarding docs open while assigning tasks to your team
View a product spec / contract without switching tabs
Open a link resource (Google Docs, Notion, Loom, etc.) and keep it on-screen

Related guide pages

Alano User Guidelinehttps://alano.ai/docs/ Customizationhttps://alano.ai/docs/customization-8ddSaxvPIY Welcome to Alanohttps://alano.ai/docs/welcome-to-alano-1dTWipd7yW Featureshttps://alano.ai/docs/features-TcyTIG1kHe Contacts/Customershttps://alano.ai/docs/contactscustomers-LZZkPk05en Alataskshttps://alano.ai/docs/alatasks-rfB2f4M6Ho Dealshttps://alano.ai/docs/deals-glGb1Ojq9n Custom Objectshttps://alano.ai/docs/custom-objects-vKkregeoYs Alanoteshttps://alano.ai/docs/alanotes-qFBrxuMSQa Resourceshttps://alano.ai/docs/resources-C4DgheeRju Generate Shareable Linkhttps://alano.ai/docs/generate-shareable-link-JIiMpjoimc Create Resourceshttps://alano.ai/docs/create-resources-H6CiPhfph9 Intelligencehttps://alano.ai/docs/intelligence-C27rBzbm0P Settingshttps://alano.ai/docs/settings-WGYKnuS6lc Alano AI Chatbothttps://alano.ai/docs/alano-ai-chatbot-V1d6NJepW1

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/quick-resource-view-pmKRr9ao0l

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