How to Upload a PDF File

Table of Contents

Objective

This guide explains how to upload a PDF file to Cascade CMS using the 2 Add Images and Other Assets asset factory so it can be linked from pages on your site.

When to Use This Process

Use this process whenever you need to:

• Add a downloadable PDF to a webpage

• Replace an existing PDF file

• Make a PDF available for site visitors to download

Before You Start

• You must be logged in to Cascade CMS

• You should be in the correct Site Content folder where the PDF belongs

• Have the PDF file saved and ready on your computer

• Ensure the file name follows conventions (lowercase, hyphenated, no spaces)

Step-by-Step Instructions

1. In the Site Content tree on the left, click on the _assets folder. Then click on the pdf folder. Upload the file directly to the pdf folder, or create a subfolder within the pdf folder.

2. Look for a red plus sign in the topmost header area of the page, and click on + Add Content.

3. Inside the 2 Add Images and Other Assets folder, select PDF from the dropdown menu.

Open

4. Drag and drop a PDF file from somewhere on your computer into the browser window, or choose one from your computer. The File Name will automatically populate with the file name previously given to the PDF file. 

5. Click Preview Draft. After previewing the draft, click Submit to save the PDF file to the CMS.

6. The PDF file has been successfully saved to the CMS. You should now Publish your file.

7. Click Publish. Select one or more destinations to publish to (Staging and Production).

Naming Conventions and Best Practices

• Use lowercase letters only.

• Replace spaces with hyphens.

• Avoid special characters (e.g., %, &, $, @).

• Use meaningful names (example: financial-aid-form.pdf).

• Store PDFs in the PDF folder or subfolder (e.g., /_assets/pdf) so they’re easier to manage and link.

Success Checklist

Before completing this task, confirm:

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