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HOWTO: Add a File

by webadmin last modified Jan 10, 2013 10:00 AM
A file is a digital binary object, like a Microsoft Word document, a Microsoft Excel spreadsheet, a Microsoft PowerPoint slideshow, or an Adobe Acrobat document.

1. To add file content, navigate to the folder where you want to add the file. This could be your my folder or a folder in a group that you are associated with.

2. Click the add item dropdown menu and select file. The Edit File screen appears.

3. Click in the Title field and give the file a short title. The Title is used to identify your file to portal visitors, and in searches. This is required.

4. Click on the Description field and type a description. A description is a one-paragraph text abstract. It accurately and concisely describes your file though inclusion of key words. Accurate keywords in the description ensure that the content will be found during a search. This is required.

5. Click the Browse button, and browse on your computer to locate a file you would like to upload. Click and highlight the file that you want to upload, and click open.

A file can be a:

    • Microsoft Word Document (.doc)
    • Microsoft Excel Spreadsheet (.xls)
    • Microsoft PowerPoint Presentation (.ppt)
    • Microsoft Access Database (.mdb)
    • Adobe Acrobat Document (.pdf)
    • Other binary files (various file extensions)

6. For the purposes of this tutorial, you can ignore related items.

7. Decide if you want other logged-in portal users to be allowed to comment on your file. By default, comments are disabled.

    • To enable comments, scroll to Allow Discussion on this item and click the Enable bullet.
    • To disable comments, click the Disable bullet to prevent discussion on this item.

8. Click the Save button. Your file will be uploaded to the portal and saved. If you do not click save, your file will not be created and saved for future use.

Note that large files may take a long time to upload. Be patient. When your file has successfully uploaded you will see a message: Changes saved.

9. Your file is created in a Private state. Only you are the owner, and the users and groups that you share with, can view this file. Using the State dropdown menu, you may choose to:

a. change the State of your file to Public draft, and

b. submit your file for review and publication by portal editorial staff, or

c. if you have permission to do so, Publish the file yourself.

d. For more information on setting State, see Content has a State.

10. You may want to edit your file, revise it's properties, delete it, or share it with other users and groups.

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