As a client whose site is on our new servers*, when you need to add PDF, Excel, or MPG files to your website, you can use the FTP feature. The FTP feature allows you to upload a file to your images folder and then link to that from any page on your website. Here is how to FTP a document up and then how to link to it.

1. First login to the portal area so that you get the following view and click on FTP:

There is a security warning (see image) and, since you are just uploading a public file, you have no need to worry about encryption. If you have a client document with sensitive data you should not use this (See the Vault for more).

Security Warning, Just Press Continue

Once through the warning then you are presented with the following setup (see image below).

Double-click on images folder

It is here, in the images folder, that you are going to be uploading your document. Click on upload…

Click on Upload Button

Now you can browse your computer for the files you want to upload.

Browse Your Computer for Files

That’s it. Your file is now copied to your website. Now, here’s how you link to it.

Let’s assume the file you copied is called “newtaxrates.pdf”. To add the link to your site, open “Site Manager”. Then click on the “Site Map” icon and click the page you want to edit.

Once you’re on the page you want to edit, click on the section of text where you want the link to be. This brings up the WYSIWYG editor.

Now select the words you want to have linked and click on the “Link” icon in the WYSIWYG Editor. Then type in “/images/newtaxrates.pdf” – The link is case sensitive.

Finish your changes, then publish your site and test your new link.

* – If you are unsure whether or not you are on one of our new servers, please call us at (800)896-4500 and we’ll be happy to answer your query.