TRAINING: uploading and deleting documents

Uploading

Try and remember to upload any documents before you start working on a page otherwise you will need to save and come out again to upload.

Under ‘Content’ in top navigation, choose ‘Media’ and ‘Add media’ and finally ‘document’:

This will take you to the page to choose your file (or document). Do not link to a document on SharePoint as general public cannot access so you will need to upload from your local network:

Choose a service area from the drop-down Root directory:

Then press ‘Save’

You can now add a hyperlink to the relevant page linking to your document. Choose the link icon and start to type the name of your document into the link url box. It should appear in a list to choose from. Then click on ‘Advanced’ to choose the ‘Open in new window’ tab. Finally press the green arrow and your link should be working. 

Deleting files

If you are replacing a document and the previous version is no longer needed, please remove from the website. This is a two-stage process.

Under ‘Content’, choose ’Media’ and then ‘Media library’. To find the document you want to delete, put in part of its name in the filter box. Open the document and press ‘delete’. You will be asked to press ‘delete’ again to confirm.

Once you have deleted from the media library, you then need to choose ‘Files’ under ‘Content’

Type the start of the document name in the file name filter box. The document you deleted will show in the list with a 0 under the ‘used in’ place. Press ‘delete’ and then again to confirm:

It takes up to 6 hours for the file to be removed from the files list so it will continue to show after you have deleted it. Don’t worry – it will go!