Page Comparison

PDFs allow for standalone PDF files to be added to a collection. End users can view and download PDF files much the same way that they would a book.

To create PDF content, navigate to the PDF section under Content Publishing in the left-hand navigation menu, then click on “+ Create PDF” button at the top right. In the resulting popup menu, name your PDF content

and enter the author’s name. This will bring you to the Details section of your PDF and allow you to start building your content.

To select a PDF or upload a new PDF for publishing, click on the Builder section of the Publishing Wizard near the top. First, label your PDF using the text-editor box provided. Then, scroll down to the “Connected Media Asset” section and click the “Select Media Asset” button. The resulting popup menu allows you to select an existing media asset or upload a new media assetThe next page will display the name of your PDF in bold. On the right side, you will see three dots, which open the options to edit or delete your PDF asset. Clicking “Edit Details” allows you to add a description for your file, which will appear under “Show PDF Description.”

Uploading or selecting a PDF begins with clicking the “Select asset” button on the right-hand box.

To select an existing media asset, either scroll through the available media or use the search bar at the top right to find the desired media asset, click on the media asset (this will display a preview, the label, and some metadata), and click the “Link this asset” button at the bottom right.

To upload a new media asset, click the “Upload new Media Asset” tab at the top right of the popup menu. First, label the PDF (this will be the name of the PDF in your media assets database). Then, either drag and drop the media file into the popup window or click on the “Click or Drop file” button near the top left and select the desired file from your computer. Once the file has successfully loaded, click the “ Upload” button at the bottom If you are selecting an existing PDF, you can search for the file by title and click “Use selected media.” A preview will display, and you can choose to select a different asset, cancel, or use the selected media.

Uploading a new PDF requires you to upload the document from your computer using the “Select File” button and providing a title. An option to “Automagically set file name as asset title” will appear in blue to simplify the process. Clicking “Create a new pdf asset” will take you back to the builder, where the file will now appear with a “Last updated” watermark.

Above the Media Asset box, you will see a description of your file with the option to publish. Publishing requires an uploaded asset and linking it to a collection, but there are additional options to enhance the visibility of your file.

The top task bar displays the author and status for the file, and it allows you to add an icon and publish the file. To add an icon, click the “Update” button, choose a file, and crop it as necessary. Click “Save Icon”, and the icon will now display where the grey camera icon was previously defaulted. (Adding an icon is not required, but it is recommended.)

The Category Tags dropdown allows you to add tags to the file which will enhance the retrievability of that file. You can add as many tags as you like, and they will populate in that space. To remove a tag, simply click the “X” button to the left of the category title.

The file must be linked to a collection before it can be published. Clicking the “Link” button will open a popup window displaying the available collections with icons, team ID, and a blue button to link your PDF to that collection. Any collections chosen will populate under Linked Collections, and they can be unlinked by simply clicking the red icon to the right.