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Classic Platform


Adding File to File Manager


  1. Hover over Quick Links top Left of Dashboard. 

  2. Select Manage Files from Quick Links dropdown and a New Window will Open.

  3. Click Upload top left of Window.

  4. Select Choose File

  5. Select PDF or Image from Desktop and select Open.

  6. Once Selected Click Upload below Choose File.


Adding PDF to Page

  1. Select Page you wish to PDF Link To.

  2. Enter the Name of PDF into the Body section. (eg. Brochure)

  3. Highlight the wording the link will contain

  4. Click link icon found on pages toolbar


  1. To add the PDF Click Browse Server.

  2. Double Click PDF you wish to apply to Wording

  3. Click Ok

  4. To save your progress and to view the page without making it live click the Save as draft button

  5. To publish the page on the live website select edit > then press the green Publish button or the Submit to Compliance button if your website is on a compliance workflow


Adding Image to Page

  1. Select Page you wish to added Image To

  2. Navigate to Location In Body you wish to add Image.

  3. Click Image icon found on pages toolbar


  1. To add the Image Click Browse Server.

  2. Double Click Image you wish to apply to Wording

  3. On the Left select Width and Height you wish Image Size to be

  4. Click Ok

  5. To save your progress and to view the page without making it live click the Save as draft button

  6. To publish the page on the live website select edit > then press the green Publish button or the Submit to Compliance button if your website is on a compliance workflow.





Force Platform

Adding File to File Manager

  1. Click on the Human Icon top right of the dashboard

  2. Select File Manager from drop down list.

  3. Click Select PDF/Image or drag and drop File in bordered Area on Right.

  4. Click Upload bottom right once file is selected.


Note: For PDF Copy url of PDF uploaded to file manager.



Adding PDF to Page

  1. Select Page you wish to add PDF Link To.
  2. Enter the Name of pdf/link title into the Body section (eg Weekly Market Update)
  3. Highlight the wording the link will contain
  4. Click link icon found on pages toolbar
  5.    
  6. Enter External Url link into URL section.
  7. Past PDF url into url text section. 
  8. Click Advanced bottom of Box
  9. Check Open in new window Box.
  10. Click OK.
  11. To save your progress and to view the page without making it live select Save as draft at the bottom
  12. To publish the page on the live website select edit > at the bottom select SAVE AND KEEP PUBLISHED or SAVE FOR REVIEW if your website is on a compliance workflow

Adding Image to Page

  1. Select Page you wish to add Image To.

  2. Navigate to section of Body you wish to Add Image

  3. Click Image icon found on pages toolbar.

  4. Click uploaded images on pop-up window. 

  5. Click Image from Uploaded Library

  6. Once Image is Chosen click Select bottom right

  7. Click Next Button.

  8. Use Image Style to Change Size. 

  9. Select Image Position to by checking one of the Align options. 

  10. Click Embed once happy. 

  11. To make changes Double click Image to Display Edit window Again. 

  12. To save your progress and to view the page without making it live select Save as draft at the bottom

  13. To publish the page on the live website select edit > at the bottom select SAVE AND KEEP PUBLISHED or SAVE FOR REVIEW if your website is on a compliance workflow



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