Adding Documents to a Page

Owned by Zachary Restifo
Mar 05, 2021
3 min read

A Document is not added onto a page by using any specific template like other multimedia components. Rather, text is hyperlinked to a Document Component, which allows for the user to download the document from your site once published.

Word, Excel, and PDF documents, just to name a few, are considered multimedia in Tridion. Prior to adding documents to pages, you must first upload the document into Tridion as a component itself.

For information on Uploading Documents to Tridion, see these instructions:

Uploading Documents

 

The following instructions will provide information on how to add documents to your page by linking text directly to documents you've already uploaded into Tridion.

 

Table of Contents

 

Adding an Uploaded Document to a Page

After Uploading Documents to your Building Blocks folder, open the page and then the Content component that contains the text that is relevant to your document(s).

The Content component with which you want to link a Document.

 

  1. Create text and/or find text in your paragraph that relates to your document.

  2. Highlight the words you want to link to the document.

  3. In the Format tab, click on the Hyperlink button (highlighted above in yellow).

A small window will appear on your screen (shown below):

 

The pop up window for inserting a Hyperlink.

 

From the Type drop down menu, select Component. Then click on the yellow folder next to this field (highlighted in yellow above).

Tridion will take you to your Building Blocks folder.

  • Find the correct document and select it, then click Insert.

Once you’ve inserted the document, click OK at the bottom of the pop up window.

Repeat this process for all documents needed within the component. Remember to Save & Close both the component and page, then publish!

 

Update a Document Already Linked on the YSM Website

If you're updating a document that's already linked to on a YSM website, you may want to replace the document in the existing Document schema component, rather than creating a brand new component.

  • The main reason to do this would be to keep the Documents loaded into SDL Tridion current and organized.

 

To update an existing document, open the page in the Root folder that the document is linked on.

Click the Component Presentations tab, then double-click the component that contains the reference to the document to open it:

 

In the Home tab (highlighted in yellow above) of the component, click the Where Used button (highlighted in blue above).

A new window will appear, showing the usage information for the component (shown below):

 

 

  1. In the window that appears, select the Uses tab (highlighted in yellow above).

    • By default, the Used In tab will display.

  2. Click the document you'd like to update from the list, then click the Open button (highlighted in blue above).

  3. Click the Load from Disk button.

  4. Locate the updated file with the same file name on your computer, and click the Open button.

    • This will replace the old document with the updated version.

  5. Save and Close the Document component.

  6. Close the Where Used window.

  7. Save and Close the page, then Publish it.