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nameBeginner
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Info
titlePermission Level

Level 1 or Higher - See permission level document for details

Overview

You can upload PDFs to be linked in your pages. You can also select PDFs that have already been uploaded elsewhere on your site and link to them.

This is similar to how we upload and link to PDFs on our Drupal 7 sites.

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Steps

Inserting PDFs using the "Link" icon

Step 1

)

: Select

your text to be linked

Your Text to Be Linked to the PDF

.

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From within a page or piece of content with a text editor, type and select the text you want the PDF or doc to link to.

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Note
titleNote:

Make sure that the link is as specific as possible. "Click here" or "Read more" or "this" is not specific enough and will not comply with accessibility standards.


Step 2

) Click the chain icon that says "Link."Image Removed

: Click the Chain Icon

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Please note: File names can not contain an apostrophe. Rename the pdf without the apostrophe before uploading.

The Chain Icon should be to the right of the (URL) Link icon:
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This is the same icon you click when you want to insert a link to a page on your site, or on another site.

3) Click the "Open File Browser" text. 

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This brings up IMCE, the File Manager.

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4) Select your file.

Step 3: Select Your File

If your file is already in the File Manager, you can click on it and hit the "Select" option at the top.

If you don't see it, you can upload the file from your desktop.

Click "Upload" and "Add File."

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I'm uploading and linking to this Color Guide PDF.

There are file size limits, usually 2 megabytes, so if the PDF doesn't upload, it may be too large.

Talk to your IT Professional about how to reduce the file size.

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Your pdf will need  need to be 2 megabytes or smaller to be uploaded. Here's a tutorial on reducing the pdf file size, if your file is too large.

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I actually re-saved the original of this using Adobe Acrobat's "Save as Reduced Size PDF" option. 431kb is small enough.


Click on your newly uploaded PDF and click "Select."

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You'll see the url to the PDF.

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5) Save your link.

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It now appears in the document.

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6) Save your document and test your link.

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Step 5: Save Your Document

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Test your link.

Your browser settings will determine whether the PDF appears in the browser or downloads automatically.

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Inserting PDFs using the "

File

Insert Media" icon

Alternatively, if you know your PDF isn't on the site already, you can by pass the File Manager altogether.

1) As before, select the text you want to click to.

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2) Click on the paperclip icon that says "File.


Step 1: Place the cursor where you want to add the link to the file

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Step 2: Click on the Insert Media Icon that Says "Insert Media"

This takes you straight to your desktop to upload a file.

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3) Select a file from your desktop.

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4) Click save.

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5) Save your document and test your link as before.

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Getting a file to appear in the menu structure

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Under Add File, click on 'Choose File'

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Step 3: Select a File from Your Desktop

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Step 4: Click 'Save'

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Step 5: Save Your Document

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You can add a caption to your link and have text wrap around it. Click on the link and a list of icons will appear above your link. You can caption it, align left or right with text and create a line break.

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Here's what your link looks with a caption and aligned to the right:

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Getting a File to Appear in the Menu Structure

Let's say you want a PDF or other file to exist in the menu somewhere, not on a page.

We'll start a Basic Page and upload a PDF the usual way. We will save the page as published, which is different than the way we would go about this in Drupal 7, where we wouldn't have to save a page). We'll go to the File list, get the url for the file, and go into the menu structure and add the url to the PDF to the menu.

1)

Follow the instructions below to add the PDF.

Step 1: Create a Basic Page

Go to Add Content and

select

Select Basic Page.

You can use any content type with the text editor field, really.

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2) Using

Step 2: Upload a PDF

Upload a PDF using the instructions above for Inserting a PDF

file via the link icon

File Via the Link Icon, or the one

using

Using the

file button, upload a PDF

Insert Media button.

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Step 3

)

: Save the

page as unpublished.

Page as Unpublished

Make sure that the box next to Published is not checked and click on 'Save.'

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Having a page, even if unpublished, tells Drupal that the file is permanent rather than temporary.

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4)

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Step 4: View Files

Go to Content and

Look for the File tab.

click on the 'Files' tab.

Under the files tab, we see our recently uploaded file.
If you don't see this "

File

Files" tab, put in a ticket to the web team via helpdesk.franklin.uga.edu.

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5) Under the file tab, we see our recently uploaded file.

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6)

Step 5: Get the URL

Click on the file to get the url. We only want the part after the .edu. So starting at "/sites/default/files/etc..."

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7)

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Go to the

menu structure

Menu Structure and

click

Click "Add Link."

You can access via Structure >> Menus >> Main Menu, or via the Shortcut links in the main menu.

For more information on working with menus, click here

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8)

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Paste your url,

give

Give the

link

Link a

title

Title, and

decide where it will go

Decide Where it Will Go. Save the

link

Link.

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9) You will see your

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Step 8: View Your PDF in the

menu structure.

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Menu Structure

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Deleting PDFs

permanently

Permanently

To remove PDFs and other files permanently, from the File Manager, select a File and click on delete. Or, follow my instructions here: How to delete files in Drupal 8 or Drupal 7Delete Files


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