Inserting documents

Frequently you need to insert and link to a document, such as a PDF, Microsoft Excel or a Microsoft Word file that visitors to your site can download.

Inserting documents is a two-step process.

1. Upload a document from your computer to Wild Apricot server
2. Insert document into a page

Step by step

1. To upload a new document, go to the page where you wish to include the document in and click the edit button. From the Editor toolbar, click the Document button to open a pop-up window:
   
2. Move to the folder where you want your document to upload to.
3. Click on Browse button and find the file on your computer.

You can add any type of file: Word Documents, PDFs, Powerpoint files, etc. The maximum file size allowed per upload, as well as your file storage limit, depends on your billing plan. For more information, see Functionality by billing plan.

1. Once you have found the file, click Upload. Wait for your document to load (the progress will be shown in the area under the folder and file panes) and you should now see the document listed in the window.

Note that by right clicking in the file pane you can bring up a sub menu that lets you

• Create a new folder to store your documents in
• Set different views for the files (e.g. large icons, file details)
  More information on using this system can be found on the File Management help page.

1. With your document uploaded to your server, you can insert the document on any page (or multiple pages). Click [Insert Document].  You can browse through your documents which have already uploaded in the current folder (defaulted to "Documents), or by clicking on the plus signs next to the folders on the folder panes to go to any subfolders that you may have created. Once you find the document you want, click on it to select it. The document will be inserted as a link. To save the page, click [Save] (or click [Cancel] if you do not want to insert any document at this time). When a document uploaded after version 3.0 (May, 2009) is clicked on, it will open in a new window or tab. Documents inserted prior to version 3.0 will be opened in the same browser window.

   To delete a document from the server, click on the Document button, find it in the list, right click on it and select 'Delete' from the pop up menu, or go to the File management settings screen

   NOTE: Your attachments are accessible via a direct link (which looks like <Your_site_URL>/resources/<folder>/<filename>), even if they are only linked from a restricted access page or admin-only page.

Trouble Shooting - Login details required to open uploaded files

Prompt to enter authentication credentials when opening Word documents Applies to people running Windows 7 or Vista, Internet Explorer and Microsoft Office 2007 or 2003 When opening an Office (Word, Excel, etc) document that is linked on your page user is asked to enter a user name and password, even if the page is public. When presented with this message user has to click on the CANCEL button and the document will then open. This is a Microsoft issue and to resolve it please see http://support.microsoft.com/?id=943280

See also

File Management
Working with WebDAV