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How to: Upload and Link to a PDF Document

What Type of Documents Can Be Uploaded?

The document library can store any type of media or file. It’s preferable to store text-based documents (such as those that come from Microsoft Word or Mac Pages) to a PDF. This ensures that the document is compressed and not editable (unless it’s saved as an editable PDF, that is).

Creating and Naming a PDF Document

Once you’re finished editing your document, save it as a PDF using the naming conventions listed below. Naming conventions help us stay organized as the document library grows over time. As a general rule:

  • Omit dates and version numbers from file names, except when a date is necessary in the document title such as for monthly publication or similar. Keep version and date in the document itself, in the footer or on the title page.
  • Put file names in lowercase with no spaces, and use hyphens (newsletter-october-2018)
  • Do not use special characters other than hyphens
  • Use conventions for similar types of documents, for example (newsletter-october-2018, newsletter-november-2018, brandbook-2018, brandbook-2019, etc)
  • Examples:
    • YES: wg-brandbook-2017
    • YES: bighorn-sheep-study-march-2018
    • YES: climate-newsletter-june-2018
    • NO: wg-brandbook-web-04_11_2018
    • NO: AnnualRpt_2014_HI
    • NO: AnnualRpt_v2.11_2014_HI

This document explains how to upload a PDF to the document server and link to it from a WordPress page.

Want to upload a PDF Flipbook? Check out the PDF Flipbook Guidelines