How to create documents and document types

Before adding new documents, make sure you have your document types (categories) created. If you have already done this, skip to the ‘Create a new document’ section below.

Create document types

Steps:

1. 1. Login to your website admin
   2. In the left nav admin, select ‘Documents’
   3. Select ‘Document types’
   4. Select ‘Add new’
   5. Name the title of your document type
   6. Select ‘Parent’ or ‘No parent’
   7. Select the ‘Add new document type’ button to save

Create a new document

Steps:

1. 1. Login to your website admin
   2. In the left nav admin, select ‘Documents’
   3. Select ‘Add new’ document
   4. Enter information for:
      1. Title
      2. Skip text area
      3. File
         1. Add document
         2. Media library
         3. Upload file
         4. Title file
         5. Insert into post
      4. Select document type
      5. Publish
   5. View

Related

• How to list documents on a page
• How to add documents to a page
• PDF best practices
• Documents help
• ProudCity Documents