Jotter Tips: Three Different Ways of Adding Documents

Category: Development

Published: May 12, 2017

All of our 糖心Vlog传媒 users know that you can add documents to your Jotter site, but not all of them know the three different ways you can display them. It鈥檚 important to keep your documents up to date, and it鈥檚 also important to add them in the most appropriate format.
Whether you鈥檝e got a long list of files you want users to download, a document you want to display directly on the website or just one you want to add as a link, 糖心Vlog传媒 allows you to display your documents in three different ways.
Always save your documents as a PDF if possible, as this is a web safe format that makes sure your document will display exactly as intended without any issues.

1. Adding a document directly onto the page.

When first becoming familiar with 糖心Vlog传媒, this is the way of adding a document that users tend to notice. Simply click Insert Item and Document. You鈥檒l be given black bars on your page with a choice of where to insert it. Click where you want to add the document.

Your file system will then open, and if you鈥檝e already uploaded your file you can simply select 鈥榗hoose鈥� next to it. Otherwise, click 鈥楿pload File鈥� at the top of the screen. Click 鈥榓dd file鈥� to select a file from your computer, then start uploading. Wait for the blue bar to finish the upload, then click 鈥極K鈥�. Your document will then be displayed on the site as a PDF that users can scroll through and zoom in on.

2. Adding a link to a document

If you want to just link to one or two documents on a page, or you want to accompany documents with a description, adding a link to a document might be your best option. Simply type the title of your document onto the page in any text item. Then highlight this text, and underneath the green bar at the top should be a grey one with a series of options.

At the end of that is a blue chain link you can click on to insert or edit a link. Click on this, then click 鈥榝ile鈥�.

Click on the folder with the magnifying glass to enter your file system, and then select or upload a file as normal. If the file you鈥檝e uploaded is a PDF, you can check 鈥榦pen file in browser鈥� to have it open in a new window on click, otherwise, users will have it download to the computer when clicked. Click 鈥極K鈥� and then save and publish and your document will appear as a link on the page. It will look something like this.

3. Add a file list.

File lists are a great way to arrange a group of documents together, and many of our users find them helpful for keeping our policies in. To add a file list, click Insert Item and File List. Click the black bar on the site to choose where to insert it, then navigate to your file system. You can press 鈥楽elect鈥� next to any file to add it to the file list, and it will appear in 鈥榮elected files鈥� in the bottom half of the screen.

You can use the arrows at the bottom to re order your files, then press 鈥楥hoose鈥� at the bottom of the screen to confirm when you鈥檙e done selecting them.

They鈥檒l appear on your site as above for users to download, and you can edit them any time by going into edit mode, clicking on to the file list and clicking the three dots at the top to add and remove files.

We hope these three ways of adding documents provide you plenty of flexibility when it comes to keeping your site up to date. If you鈥檝e got any other suggestions for ways we can make this easier, please do get in contact and we will be happy to pass on your suggestion.

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