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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Upload a PDF and create link in free-form section

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Step 1: Uploading PDF

  1. Log in to the website
  2. Go to your department or board homepage
  3. Select Upload File from the Create Content menu
  4. Enter a Title
    • Example: May 2018 Newsletter
  5. Click Browse or Choose File under the Upload file section and locate the document from your computer
  6. Click the Display Options tab located on the left-hand side
  7. Uncheck the Add To Persistent Links checkbox; doing so will not add a link to the left navigation for your uploaded file
  8. Save and Close

The PDF is now uploaded into the department/board's Cabinet

 

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Step 2: Linking Text to the PDF

  1. Go back to the department/board homepage and click the Cabinet tab (remember, the Cabinet is only accessible from the homepage of the department/board)
  2. Locate the uploaded file and copy the Path listed in the third column (the Cabinet is sorted by content most recently updated, so most likely, your file will appear first in the list)
  3. Open the page you want to add the file to (i.e. Newsletters) and click the Edit tab
  4. In the Body/Description section, type out the text of the link as you want it to appear on the page and then highlight that text
  5. While the text is left highlighted, click the Link icon in the toolbar (the Link icon looks like a globe with a chain link on it; it reads "Link" when you hover over it)
  6. In the Link window that appears, paste the copied Path into the URL field
  7. Click on the Target tab and from the dropdown, select New Window (_blank); This will make your link open in its browser tab
  8. Click OK
  9. Click Save & Close

A link in the Free-form area is now created and when clicked will bring you to the PDF uploaded.

 

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