How to Edit a File to the Download Area

Tutorial

Files can be uploaded to the download area to offer as a benefit to subscribing members. Learn how to add a file using this guide. 

Many of the fields in 'Edit File' are not mandatory and self explanatory.  This tutorial will only take you through the important and most used fields. If there is a field that is not explained here, but you are unsure of how it is used, please open a ticket with our support system. Also remember the quick help question marks next to each field name. Hovering over the question marks will provide a description as well. 

This tutorial is similar to the add file tutorial as most of the fields are the same. If the field is updated with new information, that new information will appear on the download page.

 

Click each section to expand for more information.

1. 'Under 'Downloads' choose 'Edit File'.

'Under 'Downloads' choose 'Edit File'. Select the file to edit from the drop down menu or enter the file number. The file number can be found at the end of the URL of the download file: 
http://www.mysite.com/members/programs/fileinfo.cfm?id=4&action=display

 

Edit File
2. Enter a 'File Descriptive Name'

'File Descriptive Name' short (under 30 characters) description of the downloadable file. This will be shown as the Descriptive link in the Download Library Area.

 

How to Edit a File to the Download Area
3. Enter a longer summary about the file in the 'Brief Description of the File' field

'Brief Description of the File' - Longer summary about the file. This will appear on the download page before the user decides to download the file (sort of like a main headline for the page).

 

How to Edit a File to the Download Area
4. The files can be restricted to members belonging to specific member plans in the 'Member Plan Access' field

'Member Plan Access' - The files can be restricted to members belonging to specific member plans. Choose the member plans that do have access to the file (multiple selections can be made by holding the CTRL key on your keyboard)

 

How to Edit a File to the Download Area
5. Select which categories to which this file should belong in the 'Category of the File' field

'Category of the File' - Select which categories to which this file should belong. The categories are created in 'Configure DL Area'. Multiple selections can be chosen by holding down the CTRL key on your keyboard.

 

How to Edit a File to the Download Area
6. Set the 'File Status' to 'Active' for the file to be live on the site

'File Status' - Choose 'active' from the drop down menu to include the download in the download libary. Choose 'inactive' if it is no longer available for download.

 

How to Edit a File to the Download Area
7. Add a date to the 'File Active Date' field

'File Active Date' - The date will help in arranging the download files. The order is set in Configure DL Area.

 

How to Edit a File to the Download Area
8. Enter a longer description of the file in the 'Long Description or Run Notes' field

'Long Description or Run Notes' - Enter a longer description of the file. Include any information about the file as necessary. This space can also include instructions on how to download the file.

 

How to Edit a File to the Download Area
9. Replace the file (if necessary)

Replace the file:

From your local drive - In the 'Select File to be added to Download Area' field, choose 'Upload Download File' and select the file from your local drive

From your Amazon S3 Account - Enter the bucket and folder information if known, or click 'My Amazon S3 Account' to drill down through your files to select it. Please see the tutorial on using Amazon S3 for your downloads for further instruction if needed.

 

How to Edit a File to the Download Area
10. Add (or replace) the images

Add the images:

Item Image: Will appear on the page with the description of the file. Choose 'Upload Image File' to select an image from your local drive. Click 'remove image' to delete the image from the download page.

Item Thumbnail Image: Will appear in the download library area next to the 'Brief Description of the file' and 'File Descriptive Name'. Click 'Upload Thumbnail' to select a thumbnail image from your local drive. Click 'remove thumbnail' to delete the thumbnail from the download teaser copy page.

 

How to Edit a File to the Download Area
11. Click the 'Make Changes to this File' button found at the bottom

Click the 'Make Changes to this File' button found at the bottom

 

How to Edit a File to the Download Area