How to Add and Manage Files

Files can be added as informational resources for users within your site. The access of these files can be controlled to specific roles and managed from a single area. This article explains how to add and edit files for the reference of users within your site.

Files can be uploaded to provide access to templates and other resources to users within your site. Some examples of files uploaded for applicants and reviewers are:

Once files are added to your site a link will be generated so that a link to the resource can be created. This link can be used to create a hyperlink to display to users that when selected will begin downloading the file for the user selecting the link.

To navigate to the Files page:

To add a file:

Once the file is added a unique link will be created which can then be used to create a link to the resource to provide access to the file.

To copy the location of a file:

Access to files is only available when a link has been provided to a user. This can be given as a link through a program or task description, given through email, or other means. Instead of presenting the full link of the file, you can create a hyperlink that will download the file when selected by a user. We reference this as a link to the resource.

To create this link to a resource:

See our article How to Link to Pages and Files for details on customizing hyperlinks within your site.

A file can be edited at any point in time. File attributes that can be edited are the title and access. 

To edit a file:

Deleting a file will remove the ability for any user to access it within the site. 

To delete a file:

To delete multiple files:

Once a file is deleted it cannot be retrieved.

When adding a new file the visibility of that file will be set to visible by default. As expected, visibility determines whether members within the site will have access to the file when it is cited throughout your site. There are two options when setting this access: Visible or Hidden.

Once a file has been added to your site a link will need to be created to present the file to your users. When the link is selected the file will begin downloading to the user's computer for viewing.

Administrators will always have access to files that have been added through the Files page. To download a file as an administrator:

If a link to the resource is not created, the file will not be accessible to any visitors to your site.