Manage Files in the Content Manager

Prev Next

Important Notes

  • Files have a maximum size of 128 Megabytes (MB).

  • Allowed file types are: .txt, .pdf, .doc, .docx, .xls, .xlsx, .ppt, .pptx, .jpg,.jpeg, .gif, .png, .dwg, or .zipF.

  • Updating a file in the Content Manager will update the file everywhere on a site.

Files may be added as Content before they are used on a page within CivicEngage Open, but it is not required. Files may also be added as Content when a page is created.

Files may be added, viewed, edited, published and unpublished, and deleted from the Manage Content menu.

Add a File Through Manage Content

  1. Sign in to your site

  2. From the dashboard, click Manage Content The button labeled Manage Content.

  3. Select the Files tab The tab labeled Files.

  4. Click Add File The text link labeled Add Files.

  5. Complete the File fields

  6. Click on the Publishing tab The left-hand tab labeled Publishing.

  7. Publish the file, or leave it unpublished to leave it in a draft state

    Note:

    The file must be published to appear on a page

  8. Click Save The green Save button.

Edit a File

  1. Search for the file

  2. Click edit The text link labeled edit.

  3. Edit some or all of the File fields as necessary

  4. Select the Revisions tab The left-hand tab labeled Revisions.

  5. Type any changes made to the file or file information, if desired The text entry field labeled Revision log message.

  6. Publish or unpublish the File as desired

  7. Click Save The Save button.

Publish or Unpublish a File

Unpublishing a file keeps the full history of the page, which can be helpful for record retention purposes.

Instructions

  1. Search for the file

  2. Click edit Click_Edit.png

  3. Select the Publishing tab The left-hand tab labeled Publishing.

    Note:

    To see unpublished items, the Published drop-down must be set to False

  4. Check or uncheck the box to publish or unpublish the file, respectively The checkbox labeled Published.

    Note:

    The file must be published to appear on a page

  5. Select the Revisions tab The left-hand tab labeled Revisions.

  6. Type any information about the publishing or unpublishing, if desired The text entry field labeled Revision log message.

  7. Click Save The green save button.

Delete a File

Only Site Admins can delete content. We discourage the deletion of content and advise that content be unpublished if it is no longer relevant. Please be advised that deletion is permanent.

File Fields

The text entry and dropdown fields in the Main Content left-hand navigation tab.

  • Name: Enter the name of the file

  • Microsite: Select the appropriate microsite

  • File: The file being added

  • Remove: Remove the file shown

  • Choose File: Select the file to upload

    Note:

    The Choose File button only appears if the previous file was removed

  • Exclude From Document Library: Check this box to exclude this file from the public Document Library

  • Standard Category: Select the category that the file is most closely related to

  • Custom Category: Type a name for a custom category if no Standard Categories fit the file