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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:

Uploading a new Document

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

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

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

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

Updating an Existing

  • 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.

Get the Link to a Document

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

  • Go to Content > click on the edit button for your document.

  • Under File, you will see a link to the file. Right click on the file and open in a new tab. From there you can grab the file's link.

  • Once it's copied, you can paste/format the link in the Body of the page you need to add it to.


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