How To Upload A Document For Download

A number of my clients  have recently needed to quickly upload a document for their readers to download, nothing startling, just day to day documents.  I also needed to play around with a couple of new tools so I have put together a quick post on how to do just that.  It’s fairly long with lots of images so if you just want to download a quick PDF with the relevant info on it,  you can do that here:-

Upload A Document For Download (Right click and select ‘Save As’)

This not recommended for any paid downloads or anything confidential, or anything where you would want to capture an email address or similar.

You can choose whether you A) upload your document as you prepare your post, or B) upload beforehand.

A -1 Create Your Post And Embed Your Document As You Go

wpid730-wpid-wpid-media_1327319181771.png

If you want to embed the document directly into your post as you write it, Log in to your dashboard and select Posts> Add New

A – 2 Add Your Text

wpid731-wpid-wpid-media_1327319291313.png

Add your text as required, make sure your cursor is where you want the document inserted then click on the Media Upload/Insert Icon

A – 3 Choose Your Upload Method

wpid732-wpid-wpid-media_1327319316343.png

Choose to either drag and drop or Select your files by navigating to the folder

A – 3 Upload Your Document

wpid733-wpid-wpid-media_1327319361461.png

To drag and drop, make sure you have the source folder visible and drag the file you want across the the ‘drop zone’

A – 4 Add Titles, Captions And Descriptions

wpid739-wpid-wpid-media_1327326704980.png

Once the file has finished ‘crunching’, you can add any titles, captions and descriptions you want and save your changes.

A – 5 Insert Into The Post

wpid734-wpid-wpid-media_1327319407001.png

It is really important here that you select the right link for your document. make sure it is the ‘File URL’, then select insert into post

A – 6 Add Download Instructions

wpid735-wpid-wpid-media_1327319465846.png

The links will appear with the title you gave it, you can then add any instructions regarding the download that you feel are appropriate

A – 7 Publish and Download

wpid737-wpid-wpid-media_1327319708768.png

Once you are satisfied with everything, publish your post and your readers can quickly and easily download the sample document

B – 1 Upload In Advance – Add Your Document To The Media Library

wpid725-wpid-wpid-media_1327318681514.png

Log into your site backend and click on ‘Media’ > ‘Add New’.

B – 2 Choose Your Upload Method

wpid726-wpid-wpid-media_1327318898403.png

Choose whether to use the drag and drop or select files route, click on the button if that is your choice and navigate to the files you want to upload

B – 3 Upload Your Document

wpid727-wpid-wpid-media_1327318927922.png

To drag and drop, make sure you have the source folder visible and drag the file you want across the the ‘drop zone’

B – 4 Titles, Captions And Descriptions

wpid728-wpid-wpid-media_1327319015633.png

Once the file has finished ‘crunching’, you can add any titles, captions and descriptions you want and save your changes.

B – 5 In The Library

wpid729-wpid-wpid-media_1327319092771.png

The document will be available in your Media Library for use when required.

B – 6 Create Your Post

wpid740-wpid-wpid-media_1327328621257.png

Add your text as required, make sure your cursor is where you want the document inserted then click on the Media Upload/Insert Icon

B – 7 Locate The File

wpid741-wpid-wpid-media_1327328831873.png

Select Media Library at the top of the Pop Up

B – 8 Select The File

wpid742-wpid-wpid-media_1327328973916.png

Select the file you want and click on ‘Show’

B – 9 Insert Into Post

wpid743-wpid-wpid-media_1327329051853.png

Make sure that you select ‘file URL’ and then click ‘Insert into Post’

B – 10 Add Download Instructions

wpid736-wpid-wpid-media_1327319465846_1.png

The links will appear with the title you gave it, you can then add any instructions regarding the download that you feel are appropriate

B – 11 Publish and Download

wpid738-wpid-wpid-media_1327319708768_1.png

Once you are satisfied with everything, publish your post and your readers can quickly and easily download the sample document

 
Upload A Document For Download (Right click and select ‘Save As’)

Comments

  1. Ron Rink says

    Thanks Tricia!! I’ve been avoiding this feature of WordPress because I didn’t want to try to figure it out on my own. (Lazy and old!!) My laziness wasn’t a huge problem because I could still do some things the “hard” way, but your clearly written manual is fabulous.

    Thank you again!! Peace and love …

Leave a Reply

Your email address will not be published. Required fields are marked *

CommentLuv badge