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Uploading and linking to documents

Formats

When you upload documents, try to convert them to PDF format (preferably PDF/A compliant) rather than using document formats such as Word and Powerpoint. Only use these if the intention of distributing the document is that it may be edited easily by the user, and then consider using other formats such as RTF (Rich Text Format) if possible. If you are distributing MS Office documents, also be aware of the versions of the software required to display or edit them correctly, and ensure your intended audience has access to the software (saving them as Word 97/2003 .doc format rather than .docx format, for instance).

Uploading Documents

All documents are uploaded through the Add Media Button which is above the editor toolbar on the left. This activates the WordPress Media Library, which will allow you to upload multiple files simultaneously. If you want to insert an image, or a link to a document which you’ve uploaded here, you can click on the “insert into post” button, and the correct code will be placed where your cursor was in the editor when you clicked the button. If you decide to use the “Insert into post” button, pay attention to the options above the button, and ensure that you set the alignment, the link and the size (if appropriate) to the right values before you click the button. In the case of documents, a link will be placed in the text using the title of the document.

Linking text to uploaded files

If you want to link existing text to an uploaded file, first find the URL of the file by clicking on the Add Media Button and browsing the media library for the file. When you have found it, click on it to reveal the title, description, etc. in the right hand pane. There will be a field here containing the URL of the file – copy the URL from this field and close the media library. Now select the text on the page you want to link to the document, click on the “Add link” button in the editor toolbar, and paste the URL of the file in the URL field.

 

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