How do I Upload Documents to Content Management Pages?

  Overview

In this article you will learn how to upload documents to Content Management pages.

  Before You Start

If you do not have RecDesk Content Maagement and you'd like to manage the content on additional pages on your Community site, contact your RecDesk Customer Success Manager.

  From your RecDesk Director Dashboard, click Portal Actions, then Content Management (CMS).

Uploading Documents to Content Management Pages

1. Log in to your Content Management (CMS) site; see How do I Log In to Add and Update Content?
2. Go to the page with the documents widget on it. See 
3. Click Add New Document
4. Give it a Title and click Upload New File
5. Click Choose File or Browse... (depending on your browser), then select and open the file from your hard-drive
6. Click Upload Selected File and wait until the file uploads completely
7. Click Update.

Editing Uploaded Documents on Content Management Pages

1. Log in to your Content Management (CMS) site; see How do I Log In to Add and Update Content?
2. Go to the page with the documents widget on it. 
3. Click on the Edit button to the left of the document you would like to update
4. Follow the steps starting at #3 above as to how to update and save the document. See ** in Notes here.

  Tips:

• If you receive an error that the file is too large, you'll need to compress the pdf file. Please use this free online compression utility.
• Avoid using special characters (#, <, >, &, etc.) in the Title of the document.

  Notes:

** Please use a different filename on your hard-drive for the updated version of the file. The reason for this is that sometimes the old file is cached and that version of the file will be downloaded to the user's desktop instead of the new version.