Adding a file or document to a page

Related topics

You can upload and store files and documents in your portal, such as HTML files, Microsoft Word documents, and spreadsheets. End users can then click the file or document on the page to view its content or download it to their computer.

You must be logged on as a page owner or an authorized user with the appropriate page or item-level privileges to add items.

To add a file or document to a page:

1. Navigate to the page on which you want to add the item.

   Note: If you do not see the page that you want to work with, you may not have the appropriate page access privileges. See your page group administrator to gain access.

2. Switch to Edit mode.

3. Click in the region in which you want to add the item.

   Note: If (the add item icon) does not display next to the region, the region may be a portlet region (and may contain portlets). In this case, you cannot add items to this region.

4. From the Content Item Types list, choose File.

   Note: You can also choose the Simple File item type, or a custom item type based on the Simple File item type. Item types preceded by "Simple" have few attributes. This allows items created based on the item type to be quickly added to a page, and extended with additional attributes, if required.

   If an item type does not appear in the list, contact your page group administrator. Your administrator selects which item types to display here.

5. Click Next.

6. In the File Name field, enter or browse to the location of the file you want to display when the end user clicks the item's link.

7. In the Display Name field, enter the item's link text. This is what end users will click to view the item.

8. Choose a category that best describes what this item is (its content) and enter a description for this item.

9. In the Publish Date field, enter the exact date and time on which this item is displayed to public users. The format is DD-MON-YYYY HH12:MI PM.

   Note: If you are the item or page owner or were granted the Manage Items privilege, this item is immediately accessible in Edit mode.

13. In the Expiration Period field, choose whether you want this item to be always available, available only for a specified number of days (calculated from the publish date), or if it expires on a specific date and time. The format is DD-MON-YYYY HH12:MI PM.

14. Perspectives describe the audience or interest area for the item. In the Perspectives field, click the move arrows to move a perspective from the Available Perspectives to the Displayed Perspectives list. Use the up and down arrows to determine the order that the perspectives are displayed next to the item.

    Notes:

    • Unlike categories, you can choose more than one perspective for an item. For example, a sales report might belong to both the Sales Representative and Marketing Manager perspectives.

    • Select multiple perspectives by holding the Ctrl key while clicking each perspective you want.

    • Hover over the arrows for hint text.

15. In the Image field, enter the location of the image that you want to associate with this item. Use the first field to enter or browse for the image on your file system. Alternatively, use the second field to enter the URL of an image, or reuse an image that has already been uploaded to the portal by entering its internal name (not file name) without a path, for example 1645.GIF.

16. In the Image Alignment list, choose how you want the item's image aligned in the page area.

    See Item image alignment for a description and example of the different image alignment options.

17. Enter a keyword used to locate this item in a basic search and enter a name for the author.

    Note: By default, the Author field is filled with the name of the initial logged on user.

18. Select the check boxes to enable document control or hide the item in View mode.

19. Click Finish to save your changes and return to the page area.

Notes

• Item attributes such as Author, Description, Image, New Item Indicator, and so on are displayed in the page area only if they were chosen to display. For more information, see Choosing item attributes to display in a page region.

Related topics

What is an item?
What are item types?
Displaying an item property sheet
Adding an item
Editing an item

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