Adding documents

In order not to overwhelm visitors with too much text, some practices prefer to add documents to their websites. Visitors can then read this information in their own time, or download a copy for their personal use. This is particularly relevant to privacy notices or other data protection documents, but forms and leaflets can also be added to your website.

  • In order to add a document to your website, you will need to log in.
  • Navigate to the page you wish to add a document to, either through the main site or using the ‘Pages’ option from the black sidebar. Selecting ‘Edit Page’ will open up the editor.
  • Select a blank spot in the editor for your document to be placed.

Screenshot of the add media button in the editor

  • Select ‘Add Media’ to open up a new window. From here you will be able to use documents that are already in your ‘Media Library’ or you can ‘Upload Files’.
  • You can either drag and drop documents from your desktop into the window, or open up a file explorer to navigate through your computer.

Screenshot of the attachment details box in the editor

  • Once selected, your document will open a box called ‘Attachment Details’ on the right hand side of the screen. There are several options that we need to be aware of.
  • ‘Title’. This is the text that will display when your document is inserted into your page. Ensure that it describes the purpose of the document without going into too much detail.
  • ‘Link To’. By default your document will link to its relevant media file. Please ensure that the link is not removed, otherwise visitors will not be able to access it.

Don’t forget to click on the blue ‘Insert into page’ button to ensure that your image gets added!

Where possible please upload documents as a PDF file. Unlike Word documents, PDFs can be viewed on a variety of computer systems, can compress large files into small files, and the format of the document cannot be altered.

If you are using Word documents, please be aware that not all of your visitors will be able to access them.