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Forms and Documents

A downloadable form or document, shown on the site as a labeled button.

Where to find it

Forms and Docs in the left menu of the dashboard.

How to add one

  1. Upload the file first. Go to Media → Add New, upload the PDF or document, click it, then copy the File URL from the panel on the right (use the Copy URL to clipboard button).
  2. Go to Forms and Docs → Add New Form or Document.
  3. Title: the document name as visitors should see it.
  4. Fill in:
    • Description (required), one or two lines explaining what it is.
    • Link (required), the URL of the uploaded file, or an external link.
    • Button Text, what the button says. Leave blank for the default. Examples already in use: VIEW DOCUMENT, GO TO FORM, DOWNLOAD FORM.
  5. Click Publish.

Description and Link are both required

The item will not save correctly without them. If a new Form or Document is not appearing, an empty Description or Link is the first thing to check.

Setting the display order

Like FAQs, Forms and Docs do not sort by date on the front end. Go to Forms and Docs, then click Re-Order next to the status filters at the top of the list to drag entries into the order they should appear on the page. There is no order field on the item's own edit screen.

See also: Where everything lives · Troubleshooting · Glossary