Important Note
A Document Center folder can hold up to 800 documents. If you have more than that it is recommended to split them into several folders, or archive older documents.
Who can use this feature?
Administrator | Owner | Publisher | Author (submit for approval)
Instructions
Navigate to the Modules menu and then select Document Center on the Content tab:
Select the folder you wish to add the document to:
Select the Add Document(s) button:
Either drag-and-drop documents or navigate through your computer to select documents:
Note:
For file size restrictions, please visit our File Size Limit for Uploads article.
Click Continue:
You will be directed to the Add Document screen. Fill in the information fields:
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:
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). Follow our Naming Conventions Best Practices.
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or End date is set, the document will be accessible immediately upon Publishing and will remain accessible until it is Unpublished.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 If an End Date is set, the document will be Unpublished and Archived at 11:59:59 PM local time on the date specified.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
Click Save or Save and Publish:
Save: This saves all current changes without publishing them to the front-end site.
Save and Publish: This saves all current changes and publishes them to the front-end site.