Document Center


 






Add a Document to My Site

Who can use this feature?

System_Admin.png Slash.png Owner.png Slash.png Publisher.png

 

 

Overview

This article will show you how to upload a document to the Document Center.

 

Instructions

  1. Navigate to Modules > Content > Document Center
    modules_content_document_center.jpg

  2. Select the folder you wish to add the document to
    select_the_folder_to_add_the_document_to.jpg

  3. Select Add Document(s) button
    select_add_documents.jpg

  4. Either drag and drop documents or navigate through your computer to select documents
    either_drag_and_drop_documents_or_click_to_upload.jpg
  5. Click Continue
    select_continue_to_upload_documents.jpg

  6. You will be directed to the Add Document screen. Fill in fields
    fill_in_add_document_screen_fields.jpg
    • Upload Additional File(s): Upload more documents
    • Covert All to PDF: We do not recommend converting all documents to PDF at this time as doing so does not guarantee the document to be accessible
    • Display Name: Change the display name of the document
      • Note: In order to ensure accessibility, you must add a tag to the end of the document Display Name. The tag used depends on the type of document you are uploading. For example, if it is a Word document, your tag would be (DOC). If it is a PDF document, your tag would be (PDF).
    • Alt-text: Descriptive text for accessibility and will appear or be read to those who cannot see an image

  7. To make changes to the uploaded file, click the triangle next to the document name
    select_the_triangle_next_to_document_name.jpg
    • Description (Optional)Provide a brief description of the document
    • From and To (Optional): Insert the start and end date of the document
      • Note: If no Start or End date is set, the document will be accessible immediately upon Publishing and will remain accessible until it is Unpublished. If a Start Date is set, the document will be Published at 12:00 AM local time on the date specified. If an End Date is set, the document will be Unpublished and Archived at 11:59:59 PM local time on the date specified.
      • Convert to PDF: Check to convert a document to PDF
    • Hide this document from the public: Check if you want the document hidden

  8. Click Save or Save and Publish
    select_save_or_save_and_publish_to_save_any_document_changes.jpg

 

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