Welcome to our step by step guide for being able to add a document within your Primarysite Website.
In this guide we will cover:
This document will help you achieve these things in an easy step by step process. If you have any questions, please get in touch.
Getting Started
Firstly, you will need to log into your website. This may be done by either clicking a padlock icon or it could be that the words ‘log in’ are situated on the homepage, either in a corner or at the bottom of the page.
A log in screen will then appear, for your details.
As default only, either a super user or anyone under the teacher role type will have the permission to add content to a standard page. We can however amend the permissions for editing for other role types if required. Please give us a call to do this.
How to Add a Document
To be able to add a document, you need to firstly navigate to the page that you wish to add the document to.
Once you are in the page, you will need to click the blue ‘edit this page’ button which can be located in the top left corner of the white bar.
Once you have clicked the ‘edit this page’ button, you will be taken to the editing area for your page. You will now need to select the yellow ‘add block’ button.
Clicking the yellow ‘add block’ button will redirect you to the content editor, to select the piece of content you wish to add. In this instance click the orange document block.
You will now see the below screen, where you have the option to add a block heading if you wish, by typing your heading in to the free text field.
Next click the yellow ‘add documents’ button.
You will then be taken to the file uploader to select your files to upload, by clicking the ‘choose files’ button, this will take you to where your files are saved on your PC/device. Alternatively, you can drag and drop the document/s into the file uploader.
Click the ‘start upload’ button, you will then be taken to the below screen to make any amendments to the upload, for example, adding further documents, deleting any documents uploaded in error and editing the titles. This can be managed by selecting the relevant yellow edit buttons.
Please note as standard, a document will upload with the file format added to the title. If you select the yellow ‘edit titles’ button, you will be able to remove this.
When you are happy to publish the document directly onto the page within the website, click the blue ‘save’ button and click the blue ‘save’ button once again. You will then see the document appear in the below format on your page.
How to Edit your Uploaded Documents
You will have the ability to edit the title or delete/add further documents to your existing document block should you wish to. To do this, you will need to go to the page that your existing document/s is located on and select the blue ‘edit this page’ button.
You will then see the below screen which will list the blocks of content you already have on that page.
You can delete the block as a whole by selecting the red ‘x’ button located on the right-hand side of your document or if you select the yellow edit pencil button, you will be taken to the ‘manage documents block’ area where you can amend your titles, add/remove any further documents from that particular block.
When you are happy to publish the updates directly onto the page within the website, click the blue ‘save’ button and click the blue ‘save’ button once again.
Supported File Types
The website accepted file formats in the document block are;
- Document Files: Doc, dot, Docx, Pdf, Pot, pps, ppt, Potx, Ppsx, Pptx, Wps, Xls, Xlsx. Zip
The website CMS has a 20MB file size limit for documents. Should you have a file larger than this, you can try and online compressor to condense the file size.
PowerPoint files will also not be supported by the website CMS. Should you have an animated PowerPoint presentation, you can convert this into a video file through the application used and upload to the website as a video file.
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