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Drupal CMS: Add a file

Learn to add a file in Drupal.

This guide is aimed at

  • Staff
  • PG Students

Before you start 

You need to be a Senior Editor, Editor or Author
When editing use Chrome, Firefox or Safari but NOT Internet Explorer

Instructions

Please note

Before you start, please take note that you cannot make a file open in a new window or tab.

There are two ways to add a file (pdf, Word etc.) to a web page:

  1. Upload a new file to Drupal and insert it
  2. Find an existing file in the website's Library on Drupal and insert it

Upload a new file to Drupal and insert it

Step 1 - how to add a new file to the Drupal Library from your computer

  1. Click on the Media browser icon
    Media icon
  2. Click on Choose File
  3. Click on Upload
  4. Click on Next
  5. Leave the Options as 'default'
  6. Click on Submit
    The file is now available in the Library

Step 2 - how to add the file to the page

  1. Go to the page where you want to show the file
  2. Decide how you want the link to appear:
    1. If you want to link to existing text, select the text first and go to step 3
    2. If there is no existing text, the actual file name will become the link text!
  3. Click on the add media icon
  4. Click on the Library tab and from the 'Type' drop-down menu, choose 'document'
  5. Click on 'Apply'
  6. Once the file has been selected, click on Submit
  7. The file text with a link to the file and an icon representing the file type (e.g. pdf, docx etc.) will now appear on the page. 
  8. Depending on your role:
    if you are a Senior Editor: click on 'Publishing options - Draft (Current)' in the left-hand menu, choose 'published' from the drop-down menu
    if you are an Editor: click on 'Revision information' in the left-hand menu, choose 'published' from the drop-down menu
    if you are an Author: click on 'Revision information' in the left-hand menu, choose 'needs review' from the drop-down menu
  9. Save
  10. Finally, check you are happy with the result, including on a mobile device


Find an existing file in the website's Library on Drupal and insert it

  1. Go to the page where you want to add the file
  2. Place your cursor where you want to show the file
  3. Click on the add media icon
  4. Click on the Library tab and from the 'Type' drop-down menu, choose 'document'
  5. Click on 'Apply' once the file has been selected
  6. Click on Submit - The file should now be visible on the page
  7. Depending on your role:
    if you are a Senior Editor: click on 'Publishing options - Draft (Current)' in the left-hand menu, choose 'published' from the drop-down menu
    if you are an Editor: click on 'Revision information' in the left-hand menu, choose 'published' from the drop-down menu
    if you are an Author: click on 'Revision information' in the left-hand menu, choose 'needs review' from the drop-down menu
  8. Save
  9. If you need to put the page in the menu, check the instructions for putting a page in the website's menu
  10. Finally, check you are happy with the result, including on a mobile device

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