Adding PDF files to your XSite

This document explains how to upload and link to PDF documents on your XSite.

Document 7030  ¦  Last updated:  12/14/2016 KMG

PDFs are a great way to share information with your XSite visitors.  Whether it's a sample appraisal report, presentation, or basic text document, adding a PDF to your XSite is simple and useful.  Follow the instructions below to add a PDF to your XSite.


Create a link to a PDF on your XSite

  1. Log in to your XSite and click the XSite button in the top toolbar.

  2. Click File Library in the Extra Tools box on the left, and select Add New File.

  3. Click Browse, locate and select your PDF file, and click Open.
  4. Verify the filename in the list of Files to upload, and click Upload Files.

  5. Click My Content in the Content box on the left (Step 5 in the Wizard), and click on the name of the page from which you'll be linking to the PDF.

  6. Place your cursor in the text editor where you would like to link to the PDF and click the Document Manager button (  ) in the top toolbar.
  7. From the list displayed, click on the desired PDF.  Then, adjust the Link Text on the right — this is the text a visitor clicks on to view your PDF.

    You can also set the PDF document to display in the same window or in a new one using the Target drop‑down option.  When you're finished customizing your PDF link, click Insert.

  8. Click Save & Close to save your changes and return to the My Content section of the Wizard.

That's it!  You now have a link to the PDF on your XSite.  Repeat Steps 2 through 8 to add PDFs to additional pages, or click here to read more about uploading files to your XSite.


Making a PDF its own page

  1. Log in to your XSite and click the XSite button in the top toolbar.

  2. Click File Library in the Extra Tools box on the left and select Add New File.

  3. Click Browse, locate and select your PDF file, and click Open.
  4. Verify the filename in the list of Files to upload…, and click Upload Files.

  5. Select the PDF that you just uploaded from the list of files in your File Library and click Preview Selected File(s).
  6. Highlight the web address (except for the http://) in the browser window that appears, right‑click the highlighted text, select Copy, and close the preview window.

  7. Click My Content in the Content box on the left (Step # 5 in the Wizard), click the Custom tab, and select Link To External Page.

  8. Enter a Button Name and Web Address for your page, then right‑click and paste the URL copied in Step 6 into the URL field below External Link.

  9. Select how to open the page, adjust any additional options, and click Save & Close.
  10. In the Wizard, check the box next to the custom page you just created to activate the page, and click Save.

That's it!  Your PDF is now available to all of your XSite's visitors.  Click here to read more about linking to other pages or websites on your XSite.

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