Add a Document to My Site

This article explains how to add documents to a folder in the Document Center, so they're accessible to site visitors. It covers uploading files, filling in the document details, and saving or publishing them to your site.

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

1. Sign in to your site.

2. Navigate to Modules and, on the Content tab, select Document Center:

   

3. Select the folder you want to add the document to:

   

4. Click the Add Document(s) button:

   

5. Drop files in the box, or click inside the box to select documents from your computer:

   

   Note:

   For file size restrictions, please visit our File Size Limit for Uploads article.

6. Click the Continue button:

   

7. The Add Document screen will appear. Fill in the information fields:

   

   • Upload Additional File(s): Upload more documents if needed

   • Convert All to PDF: We do not recommend converting all documents to PDF at this time, since doing so does not guarantee the document will 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or End date is set, the document will be accessible immediately upon Publishing and will remain accessible until it is Unpublished.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 If an End Date is set, the document will be Unpublished and Archived at 11:59:59 PM local time on the date specified.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

8. 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

Resources

• Insert Documents from Multiple Folders at Once