Inserting Documents

Updated on 14 Aug 2024
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Documents are used to present information that appeals to your clients and store documents in a convenient and organized way in the Admin Panel. Once created, the component is added to your website and displayed as a link.

Some Admin Panels might not show the Documents option in the drop down menu under components. If you do not see the documents option, please contact support to request that this component be enabled to your store.

Please email us at support@winedirect.com

Step 1: Add A Category

1. Navigate to Content Editor > Components > Documents

2. Click on Manage Document Categories.

3. Click on the green Add A Document Category button.

4. Fill out the Category field by giving it a name.

5. Enter the Order you want your category in and click Save.

Step 2: Add A Document

Once you've added a Document Category, you can now add a Document to that category. First, make sure that you click on Manage Document. Then click the green [+] Add A Document button.

1. Fill in the details for the Document:

Files should be smaller than 5MB. Files larger than this may not be supported.

Category	The name of the category that you want the Document to be placed in.
Date	Filling in a date will control when this Document will begin to display on your website. Date Format: MM/DD/YYYY
Name	Give the Document link a name. The name will be the clickable link that will display on your website.
File	The file that you upload. Supported formats are: PDF, WORD, EXCEL, CSV, JPEG, PNG, JPEG, or GIF.
Teaser	Provide a brief description of the Document for your customers. This is the description of the Document that is viewed when the document name link is selected.
Order	This allows you to control where the Document appears when multiple documents are created. The number here controls how your categories display in the category menu of the Documents utility.

2. Next, you will want to click Apply Changes.

Step 3: Adding the Document to your Website

1. Once saved, you will want to open up the page to which you want to add the Document in your Content Editor.

2. Next, you will want to insert a Component in the spot you want it to display. Learn here how to insert Components.

3. Hit Save Page and enjoy.

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What's Next

Inserting Components

Table of contents

Step 1: Add A Category
Step 2: Add A Document
Step 3: Adding the Document to your Website