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 lefthand 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 builder page of your PDF.
You’ll notice this content type doesn’t have content-readiness tabs. That’s because the builder section is simply uploading your PDF, so all readiness tabs have been rolled into one screen for this content type: the top being the details tab, tags under that to the left, builder to the right, collections under tags, and publish in the top details bar.
Details
The Details section is contained in the top bar under the content’s title. Here, you can upload your icon as well as change the content’s title, author, and description.
To upload an icon, click the “Update” button in the Details bar, then click “Choose File.” In the resulting popup window, find and select the desired image from your computer’s file library. As always, you can use the Cropping tool to change the size and orientation of your icon. Once you’re satisfied with the icon result, click Save Icon.
To edit the content’s title, author, and description, click on the three dots at the top right of the Details bar and select “Edit Details.”
Tags
To add tags to your content, click into the field in the Category Tags section. This will display a dropdown listing all available categories to tag your content with. To add a tag, click on the radio button to the left of the tag in the dropdown menu. To remove a tag, click the “X” to the left of the tag’s name in that same field.
Builder
The Builder section or “Media Asset” section allows you to upload or select a PDF for your content. To add a PDF media asset, click the “Select asset” button.
The resulting popup begins on the “Select an existing PDF” tab and displays all available PDFs associated with this collection for selection (click the radio button to the right of the search bar to include media assets shared from other collections). To select a PDF for use, either navigate through the pages of media assets or use the search bar at the top to locate the media item, then click on the desired media. This will display a preview of the media item selected. If that is the correct document, click “Use selected media”; if it’s not correct, you can either click “Cancel” or “Select a different asset…” Clicking “Select a different asset…” will return you to the media listing.
Note: PLEASE use the search bar under the “Select existing Media Asset” section to search for your media asset before uploading a new one to prevent multiple copies of large media files.
If the media asset does not exist in your branch, you can upload a new PDF for use. To do so, click the “Upload a new pdf” tab, then click the “Select File” button. In the resulting popup window, select the desired media to upload. Give the media an asset title (internal title used in the media asset library; an option to “Automagically set file name as asset title” appears in blue to simplify the process), then click “Create new pdf asset” to attach the newly uploaded PDF to your content.
Collections
The file must be linked to at least one collection before it can be published. Clicking the “Link” button in the Linked Collections section 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.
Publish
The Publish button is actually located at the top in the Details bar. The Publish button remains grayed out until all requirements to publish have been met. Once all requirements have been met, the Publish button will turn green and allow you to publish your content.