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Creating a Document

Creating a new document in our CMS is easy like the other items but has a few nuances we want to cover.

  1. Select Document in the left sidebar just like we did in the creating a new item tutorial.
  2. Click the pen and paper icon to create a new Document.
  3. Give the Document a title. For this example I'm creating a Town Board Meeting Agenda document so i've given it a unique title by including the month and year. "Town Board Meeting June - 2023"
  4. Add notes about the document (optional field).
  5. Select the category that matches your document. In this case I chose "Agenda".
  6. Upload your file or choose from files you have previously uploaded. Accepted file types are .pdf, .docx, .doc, .xls and .xlsx. I uploaded a .pdf file named "agenda-june-2023.pdf".
  7. Click the publish button in the lower right corner.
  8. This document is now saved and available to be picked in the drop down menu in the file field when creating a post event or FAQ.
Creating a new document
Creating a new document
Attaching a document to an event
Attaching a document to an event
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Once a file has been uploaded it will be available via the dropdown menu under "Uploaded files" when creating a post, event or FAQ.

Creating a document while creating a new post event or FAQ

While creating a new event, post or FAQ the document field will have a "+ Create new" to create a document while working on your post, event or FAQ. This is so you don't have to go create the document before starting work on a new item.

Attaching a document to an event