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Overview
Document Upload is a tool used for uploading documents which can be hyperlinked throughout your website. This course will teach you how to upload, organize and secure documents on your website.
Accessing Document Upload
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- Select the green circle with a white plus sign.
- Should you need more than the file upload fields, select the Add Input button.
- 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. It is recommended to make sure all file names do not contain special characters such as "+" or special letters such as "é" as they can cause issues when creating links to those specific documents.
- Configure other options
- 'Overwrite Existing Files with Same Name?' is unchecked by default. 'Overwrite Existing Files with Same Name?' is typically used to replace an existing file with an updated file with the exact same title. The benefit of this option is that you will not need update any corresponding links to the document either on the website or in sent emails.
- 'Secure Files on Upload?' option is checked by default. Secure files 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 documents 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 Files window will display the Upload Results.
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Organizing Your Documents
You are able to manage the organization of uploaded documents by creating custom folders on the left hand side of the Document Upload interface. Create folders that make sense to you and keep you organized. Drag and drop folders to restructure the folder hierarchy if needed. Documents can be moved into any folder at any time without the need to update the corresponding hyperlinks. Files must be moved between folders using the Move Selected Files feature.
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