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Managing Documents on a Page or Post

In the WP admin, go to Pages, then select the page that contains your documents.  You can add a page to put your documents on if you don’t already have one.

WordPress 3.5 and later

On the Page edit screen, click the Add Media button above the post editor.

To add a new document:

  1. Click the Upload Files link below the “Insert Media” header at the top
  2. Click Select Files and pick the document you’d like to add or drag-and-drop from a Finder or File Explorer window onto the window.
  3. Once the upload is complete, you’ll see fields on the right. Typically, the “Title” field becomes the document link and the “Description” or caption field will appear below.
  4. Once you’ve added your text, click out of the field you’re editing to save and click the “X” on the top right to close. Your document should now be attached.

To remove a document

  1. From the drop-down below “Media Library,” select “Uploaded to this page” to only show documents attached to this page. 
  2. Click on the tile for the document you’d like to remove and click the Delete Permanently link.
  3. Confirm the deletion, if asked, and the document will be removed from the site and your file system.

To edit a document information:

  1. From the drop-down below “Media Library,” select “Uploaded to this page” to only show documents attached to this page.
  2. Click on the tile for the document you’d like to change and change the information in the fields on the right.
  3. Once you’ve added your text, click out of the field you’re editing to save and click the “X” on the top right to close. Your document should now be modified.

To replace a document file:

  1. Delete the document in question using the steps above
  2. Add a new document using the steps above

WordPress 3.4.2 and earlier

On the Page edit screen, click the Upload/Insert link.

To add a new document:

  1. Click the From Computer link at the top.
  2. Click Select files or Browse to find the new document, then Open to select.
  3. After the upload process, change the “Title” and “Description” to what you’d like to be displayed on the site.
  4. Scroll down and click Save all changes.

To remove a document:

  1. Click Show for the document to be removed.
  2. Click Delete, then Continue.

To add details for each document:

  1. Above the post editor, click the icon next to “Upload/Insert”.
  2. Click the Gallery link. You should see the documents listed here
  3. To change the information being displayed:
    1. Click Show.
    2. “Title” is the linked name of the document and the one that shows up in the email.
    3. “Description” is the text that appears below the link on the documents page.
    4. You can change multiple documents at once. When complete, click Save all changes.

To replace a document with a new version, delete the previous document and add a new one (you’ll need to copy and paste the title and description somewhere if those need to be the same).
To change the order of the documents, change the number in the field next to “Show” on the “Gallery” tab and click Save all changes. Documents are listed from low to high.