How do I create a link to a document?

To create a link to a document, you can follow these steps.

Uploading your document to the CMS

First, you will need to upload your document to your CMS account asset library. To do this:

  1. Go to Manage Content > Assets > Documents
  2. Click on the 'Add File...' link.
  3. Now click on the browse button and select the document from your computer. You can upload documents saved in any of the following formats:
    • pdf
    • doc
    • xls
    • ppt
    • zip
    • sxw
    • sxc
    • ods
    • eps
    • psd
    • ai
    • docx
    • xlsx
    • pptx
    • odp
    • odt
    • ods
    • key
  4. Once you've selected your document, give it a description and then click "Submit" to complete the process of uploading your document.

Note that you can also upload multiple documents by uploading a zip file and telling the CMS to 'Extract files from zip' by clicking on the check box just below the description field. This can save a lot of time if you have a number of documents to upload into the CMS.

Creating a link to a document

Now that you have uploaded your document(s) to the CMS, you are able to create links to those documents from any page in your site by following these steps:

  1. Navigate to the page where you would like to place the link.
  2. Click on the appropriate 'Edit Content' button.
  3. Place your cursor (click) where you want the link to be inserted. Note that the description you chose before will be used as the link/anchor text.
  4. Click on the Insert Document icon document.png and select the document that you would like to link to from the list.
  5. If you'd like to change the link/anchor text to something other than the document's description, right-click on the link and edit the hyperlink text.
  6. Save your changes.