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Information Technology Services

Uploading Documents

You can upload your documents using the Page List View or the Page View (in the editor), either way works and gives you the same results.

First things first!

  1. Click on pages - in the grey secondary navigation bar or hover over content and click on pages
  2. You should see all the pages and folders that make up your unique site. 
  3. You can scroll or filter for the documents folder - the Page List View defaults to alphabetic order so the folder should be close to the top.
  4. Open the folder. And generally you will not see anything in it. But if you click on production - in the right hand corner, you will see all your documents.
  5. Click on the upload button next to the new button.

  6. So let's start uploading a document or two
    Upload box
    Just make sure that you are in the documents folder - see breadcrumbs at top in image and that the allowed extensions are correct.
  7. Type and Access Group can be left at the default settings - you should not make changes to these settings.
  8. Overwrite Existing - are you replacing a document that is already in the Documents folder? Then select this button. Just make sure that you name the document the exact same.
  9. Let's upload a document - Click on the Add button or drag your documents over.
  10. You can upload one document or many
  11. You will see a list of your documents - if there is a problem OU will let you know - in red.
    rename document while uploading
  12. Hover over the Status/Options and you will be able to rename the document - that may be why you are getting a red error.
  13. Your document is uploaded now publish the document.

Remember that your documents and pictures are not stored in staging - you only be able to view them in production.

Upload as you are editing!

  1. While you are in the editor you may realize the document you need is on your desktop or sdrive and not in your documents folder on the server. Never fear - upload here!
  2. Highlight the text that you are going to link from.
  3. Click on the insert/edit link insert and edit link 
  4. Click on the folder/magnifying glass to the right of the URL field Folder and magnifying glass icon
  5. This will open the Select File box -filter or scroll to find the documents folder select file pop up box
  6. Open the documents folder
  7. Click on the upload button
  8. So let's start uploading a document or two
    Upload box
    Just make sure that you are in the documents folder - see breadcrumbs at top in image and that the allowed extensions are correct.
  9. Type and Access Group can be left at the default settings - you should not make changes to these settings.
  10. Overwrite Existing - are you replacing a document that is already in the Documents folder? Then select this button. Just make sure that you name the document the exact same.
  11. Let's upload a document - Click on the Add button or drag your documents over.
  12. You can upload one document or many
  13. You will see a list of your documents - if there is a problem OU will let you know - in red.
    rename document while uploading
  14. Hover over the Status/Options and you will be able to rename the document - that may be why you are getting a red error.
  15. Your document is uploaded!
  16. You are then returned to the File Upload box
  17. Make sure that the correct document is selected and click insert
  18. Your highlighted text is hyperlinked.
  19. When you publish the page the document will then be published also.

Make sure you have check for accessibility on the document before it is uploaded.

 

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