How to add files, PDFs, and attachments, as well as move, rename, and remove files on your website pages
Last updated: September 2024
You can easily use File elements to insert a file (such as a PDF or Word document) directly onto a page as a customizable link a visitor can click to download.
Important note: If you are trying to upload an agenda or minutes for a board meeting, we recommend using the Meeting Dashboard for all your meeting-related needs. Read more on this here. (Have questions about what this means? Contact us!)
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Add a file to a page on your website
Move a file around a page
Rename a file link on a page
Remove a file from a page
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Add a file to a page on your website
- Navigate to the Page where you want to add a file. Click on the 'Edit' pencil icon at the top of the screen.
- Insert Element: In the Main Body Content area, look for the grey circle with a '+'
icon to the left of where you'd like to add your file. Click on this icon to open the Insert Element menu. (If you don't see these icons, simply click to the left, outside of the Main Body Content area, and they'll appear.) - Choose File Element: From the menu, choose the 'File' element and then click 'Insert'
in the top-right corner. - Select Your File: Find the file in your Content Library and click on it to select it OR upload it directly from your computer by clicking 'Select & upload a file' in the top right of the edit window and selecting the file. You can also drag and drop it from your computer to that window.
- Finalize the Addition: After selecting your file, click the 'Select' button in the top-right corner to add it to your page.
Move a file around a page
If you want to move where a file appears on your page:
- Hover to Find the Move Icon: While editing, hover your mouse over the file. A blue cross icon
will appear to the right of the file. - Reposition the File: Click, hold, and drag this icon to move the file up or down on the page to position it where you want it.
See how:
Rename a file link on a page
Now you have the file where you want it, you can change the display name of the file easily in that same edit window.
- Hover to Edit the Link Text: Hover your cursor over the file link until the text is underlined.
- Rename the Link: Click directly on the underlined text and type what you want the file to display as to rename the file link.
- After you've made your changes, click
to save them. Please note that this does not affect the file name in your content dashboard, or anywhere else this file appears on the site.
See how:
Note: you don't need to leave the file extension as you are not renaming the actual file, only the text that appears on the page
Remove a file from a page
- Hover to Find the Delete Icon: In editing mode, hover over the file element. A red X icon will appear to the right.
- Delete the File: Click the
to remove the file from the page.
Note: this only removes the file from the page, not from your Content Library. To remove files from everywhere they might live on your site, you’ll need to head over to your content library and delete them from the files tab.