Help Center

Linking to PDFs and Other Documents (Files)

This article applies to all Connect site administrators.

Your Connect site's file-storage feature is useful when you want to provide a link to a PDF, Word, or other type of file that users can download. This feature is found in the Content area of your Manager Panel, and there are two steps to sharing: uploading the file to your Connect site's file-storage area, and sharing a link to the file with your volunteers, partners, and the public.

Important: Before uploading files, think about whether you want to group certain files together. If you do, you may want to create a folder before adding the files within the folder.

Creating a Folder

If you are going to be grouping files under a single "umbrella," you'll want to create a folder first. A file can be added from within a folder, but it cannot be dragged into a folder from outside it.

To create a folder:

  1. From your Manager Panel menu, go to Content > Files.
  2. In the Add Folder field, type the name of the folder.
  3. Click Add. The folder appears in the Files table.

If you want to add a file to the folder, click on the folder before adding the file.

Uploading a File

To upload a file to your Connect site:

  1. From your Manager Panel menu, go to Content > Files.

    You will see a list of all files and any folders (if any) previously added to your site.

    Note: If you want to upload a file to a folder, click on the folder before uploading the file. Click here to learn how to add a folder.

  2. Click the Add File button.
  3. In the Upload Files box that appears, click Upload, browse to the file to upload, and click Open

    Note: You can also drag and drop files as needed.

Once the file has been uploaded you'll see a "File added" message near the top of your screen. The file itself will be listed in the table. In the image below, two files—a JPG and a PDF—have been added.

As shown in this image, the Files table shows the type, title, and size of each file, along with options to delete or link a file. (This image also shows a folder, "Waivers." The Options area includes icons to delete the folder and edit the folder name.)

Linking Users to a File

To link a user to an uploaded file:

  1. In the Content > Files area of your Manager Panel, under the Options heading, click the chain-link symbol for the file you wish to link. A URL is displayed below the file name, as shown in the example below.
  2. Copy the URL to your clipboard.
  3. Paste the URL as desired. You can share the URL in any number of places--a need description, social media post, newsletter, spotlight, etc.

If you have questions or would like assistance uploading files and providing links to those files, please let us know.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk