Date: Thu, 28 Mar 2024 21:59:58 +0000 (UTC) Message-ID: <841827506.1.1711663198389@e7a73b9abd95> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_0_258947543.1711663198373" ------=_Part_0_258947543.1711663198373 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html
Document Upload is a tool used for uploading documents which can be hype= rlinked throughout your website. This course will teach you how= to upload, organize and secure documents on your website.
Admin
Admins can access Document Upload by hovering over ADMIN in the top left hand c= orner of your website and clicking Document Upload found under the CONT= ENT MGMT section of the dropdown menu.
Editors may access Document Upload via the Admin tab in th= e navigation.
Select Document Upload from the Admin Tool Bar.
Select the green circle with a white plus sign.
Should you need more than the file upload fields, select the Add Input b= utton.
Use the Select button to browse your computer for the file you wish= to upload. Double click the file name and the file name will appear = in the file load field.
Configure other options
'Overwrite Existing Files with Same Name?' is unchecked by default. &nbs= p;'Overwrite Existing Files with Same Name?' is typically used to replace a= n existing file with an updated file with the exact same title. = The benefit of this option is that you will not need update any correspondi= ng links to the document either on the website or in sent emails.
'Secure Files on Upload?' option is checked by default. Secure fil= es can only be accessed by logging into your website. If the document= being uploaded is linked to from the public side of your website or should= be accessible through a link within an email without a requiring the user = to log into your website, then you will want to uncheck this option. = Please review the Document Security information below as unsecured document= s can be problematic.
- The 'Upload to Folder' options allows you to upload the document(s) to= any folder you choose from the dropdown menu. The folder selected by= default will be the folder selected on the left hand side of the Document = Upload interface prior to opening the Upload Files window.
Select the Upload button. Once the upload is complete, the Upload F= iles window will display the Upload Results.
The toolbar located at the top of the Document Upload interface contains= several icons which allow you to preform various actions. Some of th= ese options are also available by right clicking on a document.
Show/Hide Left Pane - Collapses and expands left column= section of the Document Upload interface which contains the folders.
Preview Selected Files - Open selected files in a new b= rowser window. This option is also available by right clicking on any= file.
View File Properties - Opens the Files Properties windo= w which shows the file type, URL, security, size, when it was uploaded and = who uploaded it. This option is also available by right clicking on a= ny file.
Change Security - Secures or unsecures selected documen= ts. This option is more easily accomplished by checking or unchecking= the Secured checkbox found to the right of each document.
Move Selected Files - Opens the Move Files dialogue box= which allows you to move files between folders easily. This option i= s also available by right clicking on the file name.
Delete Selected Files - Deletes any files that ar= e selected. This option is also available by right clicking on any fi= le. Once files are deleted from the Website, they cannot be recovered.
Full Screen -Expands the Document Upload in=
terface to appear in the full width and height of your internet browser
Help - Directs user to this article= span>
Secure documents can only be accessed by a user after logging into your = website. When a document is Secure, the checkbox on the right hand 'S= ecured' column is checked.
All documents are secured by default, unless the option to 'Secure Files= on Upload?' is unchecked upon upload. Any document can be quickly un= secured by unchecking the checkbox in the 'Secured' column. An unsecu= red document can be accessed publicly and will not require a user to log in= to your website. Any unsecured document can be searched by Internet Browser= s and may appear in Internet Searches.
Documents can be secured for viewing by a specific Static Group of peopl= e. After the Static Group is created and the document has been uploaded, th= e following steps will make a document accessible to only those people with= in the group:
Make sure the document is already marked as Secured then right click on t= he file name and select the option for 'View File Properties'
The File Properties dialogue box will appear. By default, all of= the Groups in the Assign Groups pull down option are selected to view the = document.
Select all is the default setting. Either uncheck Select All and t= hen select the proper Groups for viewing rights or uncheck the Groups who s= hould not have viewing rights.
Close the File Properties dialogue box using the x in the upper right ha= nd corner. The Properties will be save automatically.
You are able to manage the organization of uploaded documents by creatin= g custom folders on the left hand side of the Document Upload interface.&nb= sp; Create folders that make sense to you and keep you organized. Drag and = drop folders to restructure the folder hierarchy if needed. Documents can b= e moved into any folder at any time without the need to update the correspo= nding hyperlinks. Files must be moved between folders using the Move Select= ed Files feature.
Follow these steps to create a new folder:
Select Add New Folder from the left hand side of the Document Upload int= erface.
The 'Add New Folder' window will open. Enter the name of the Folder in t= he Name field. The new folder will be placed within the selected Parent Cat= egory. You may create as many folders as you like. For instance, you = may have a top level Folder called: Board Meeting Minutes. Then create a fo= lder for each year inside Board Meeting Minutes such as 2014 BMM, 2015 BMM = etc.
Click the Add button to save the New Folder in the designated Paren= t Folder.
You may drag and drop folders in the left side of the Document Upload in= terface to create an organized structure for your documents.
Once a folder is created, you have the option to upload files directly t= o the folder by selecting the folder name in the Upload to Folder dropdown = within the Upload Files window.
The maximum allowed size per file is 100 MB
File names cannot contain an apostrophe or a plus sign.
It is recommended to make sure all file names do not contain special cha= racters such as "+" or special letters such as "=C3=A9" as they can cause i= ssues when creating links to those specific documents.
Most common file types:
.pdf - Adobe Acrobat Document
.doc - Microsoft Word Document
.xls - Microsoft Excel Document
.ppt - Microsoft PowerPoint Presentation
.txt - Text Document
.zip - Zip File