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This guide contains step-by-step instructions and best practices for uploading new documents and updating existing documents.

Instructions

If you would like to add on to a list of documents on a page or replace an existing document (i.e. you have a document that has been updated), please follow the steps below:

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Create a Document

  • From the Management Toolbar, go to Content > Add Content, then select Document.

  • Fill out the appropriate fields in the Create Document form.

  • Required Fields:

    • Name

    • Type

    • Published Date

    • File

  • If the document should be published, make sure that Publishing Status is checked then click Save.

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  • You will be a directed to a page confirming that your document has been created.

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Replace/Update a Document

  • From the Management Toolbar, click on Content.

  • In the Title field type in the name of the file you want to search for and click Filter.

  • Once you locate the file you would like to replace, click on Edit.

  • Under File click on the Remove button and then Choose File to upload the updated version.

  • Click Save.

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Grabbing a Document Link

If you need individual files uploaded to be placed in very specific/undesignated areas of the sitethe URL of a document, please follow these steps:

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After uploading the document:

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