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webhelp@
listserv.med.unc.edu

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(919) 966-3519

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Document Actions

Adding Files

Files such as Word, PowerPoint, and PDF can be uploaded and stored, then linked to in your web pages.

  1. To add a file, navigate to the folder in which you want the file to reside.
  2. On the green menu bar, click add item (or add to folder, depending on your location) and then select file from the drop-down menu. (you must be logged in to see the add item menu). Each site will have a documents folder at the root of the site. We recommend, for organization sake, that all documents be placed in this folder.
    Add To Folder Menu
  3. You will see a blank Edit File form.
  4. In the Title field, enter a title for the document. We recommend including the file type in parentheses as part of your title, so that users will know what type of document they are downloading.
  5. If desired, enter a short description of the file in the Description box. Entering a description is optional, but encouraged. The description appears in search results, in content summary lists, and in hovering text boxes that appear when a user rests the mouse pointer over a title link.
  6. In the File section of the form, click Browse. A File Upload window will appear.
  7. In the file upload window, navigate to the file on your local computer that you want to upload, select it and click open.
  8. The Related Items filed allows you to associate content items.  Items associated with the new page will be listed at the bottom of the page as quick reference links.
  9. Scroll to the bottom of the Edit File panel and click save. The main content area will display the view tab, so that you can preview the download page that will be displayed when the new file item is clicked.
  10. If you want your file to be available to all users, click the public draft status indicator and then select publish from the drop-down menu.
Icon IdeaTip: New files are displayed in the navigation when they are published. If you want to prevent a file from appearing in the navigation, see Excluding Items from the Navigation.
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