How to Use the Document Library

The Document Library is an optional, paid-for feature. If you're interested in learning more, please contact your Account Manager

The Document Library tool enables you to upload documents (PDFs, Word Docs, PPTs etc) to your site and insert them across your site. The benefit of the Document Library vs the standard media library is that it allows you to easily update old documents with new versions in a single step, rather than having to edit every page a document is hosted on. The tool also allows you to create categories of documents, and insert these lists into your site.

Follow the handy guide below to add your documents:

1. Click "Documents"

2. Click "Add New"

3. Add the title of the document as you'd want it to be displayed on the site

4. You can add a brief description of the document in the text block, however this is not required

5. Tick this box if you want the document to auto-download when a user accesses it

6. Click "Add File"

7. You will then need to upload a new file to associate with the document

NOTE: You are not able to select an existing item from your Media Library. This is by design to avoid you creating duplicate library items for the same file. 

8. Click "Select"

9. To add your new document to a category, use the tick boxes on the right-hand side

10. Click "Publish" when ready.

11. Once uploaded, documents can be inserted into posts, pages and certain layouts.

12. Click "Add Document Link". To add full document categories, click "Add Document List"

13. Click the radio button next to your required document.

14. Click "Select Document" to confirm your choice.

15. The document will then be inserted into your page using a similar code to the one shown

16. When ready, click "Publish"/"Update"

17. On the front-end, your document will be displayed as shown

Looking for further information?  

Email us at support@phew.org.uk and we will be able to give further clarification on any questions.