8. How to Manage Documents

The Documents section islets designed toyou store documentsand youcontrol postdownloadable files on your website,site—PDFs, suchlicenses, aswhitepapers, licenses.etc. You can add, search, edit, and delete documents from a single table interface.

You can perform the following actions with documents:

• • Add

  • Search

  • Edit

  • Delete

To add a document:

1. Open the Add Panel

1. Click the + Add button in the upperupper-right right-handcorner corner.of the Documents page.

2. Fill in the General Info

• Name: Enter a unique identifier (e.g. “License Agreement 2025”).
• Active: Check this box if you want the document immediately available on your site.

Name3. Provide the File

• Paste the Link: If your file is hosted externally, paste its full URL (must begin with http:// or https://).
• Attach a File: Drag a PDF into the drop zone or click to browse your computer. Only .pdf is accepted.

3.4. EnterSave

the

Click contentSave ofto upload and register the document in the fieldlist.

below

Name.

Tip: YouUse canclear, alsoconsistent providenaming a(e.g. linkTerms-of-Service-2025.pdf) so it’s easy to thefind document or attach a file.later.

4.

To make the document active after creation, check the Active checkbox.

5. Click Save to add the document.

To search for a document:

• Quick
  Filter:

  • Start typing itsany namepart of the document’s Name in the SearchSearch… field:

    field at the top.

This

instantly narrows the table to matching entries.

To edit a document:

1. Open the Edit Panel

1. Click the Edit (✎) icon in the Actions column next to the correspondingdocument document.you want to update.

2. Make Your Changes

• Rename: Update the necessaryName changesfield (e.g.,as uploadneeded.

• Swap File: Paste a new versionlink ofor drag in a new PDF.

• Active Toggle: Enable or disable visibility on your site.

• Description/Content: Use the document).rich-text editor under Name to add or modify any explanatory text.

3. Click Save to apply your edits. The table will refresh showing the changes.updated link or status.

Version Control: When uploading a new PDF version, consider appending a date or version number to the file name so users and developers can track changes (e.g. Product-Guide-v2.pdf).

To delete a document:

• Ensure Inactive

You cannot accidentally delete a file still marked Active—first uncheck the Active box in the Edit panel and save.

• Remove

  Click the Delete (🗑️) icon next to the correspondingdocument. document.Confirm the prompt to permanently remove it from the system.
  

  

  Warning: Deleted documents cannot be recovered from the UI. Always keep a local backup if you might need to restore it later.

  Best Practices & Tips

  • File Size & Performance
    Keep PDFs under 5 MB when possible. Large files can slow page load and frustrate users.

• Consistent Naming
  Adopt a clear naming scheme: <Category>-<Year>-<Version>.pdf (e.g., Privacy-Policy-2025-v1.pdf).

• Clear Descriptions
  Use the rich-text Description field to summarize the content or add important notes (e.g., “Supplier contract—effective Feb 2025”).

• Audit Regularly
  Periodically review your Documents list to remove outdated or superseded files—this avoids confusion and broken links.

• Access Control
  Only users with appropriate permissions should be able to add or delete documents. Coordinate with your development or admin team if needed.

By following these steps and best practices, you’ll maintain a tidy, up-to-date library of downloadable content that’s easy for both admins and end-users to navigate.