SiteApex Administration Help & Tutorials

Please use the topic links below to see a list of tutorials for that particular topic or module. Or you can use the search button to search for help on a specific topic.

Note: there are a few non-default modules listed here. Please contact sales if you are interested in any of these modules.

Back to File Manager

Getting Started With The File Manager

This module allows you to provide your visitors with a list of files they can download from any page you wish. The download list they will see appears at the bottom of the page you assign the files to.

Get started by creating a files category. You can use files from any category to appear on any page.

File Categories

Before you can upload files you must first create a category (like a folder) for the files to go into. We recommend you give each category a name that will make sense to both you and your visitors. You may want to categorize your files into the types of files they are such as "PFD", "Word Doc", "MP3", etc...

Or you may want to categorize them into essential purposes your organization uses such as "New Clients", "Warranties", "Private", etc.

We suggest you keep the category name brief.

In your SiteApex admin menu go to Modules >click on Files.
Next click Categories in the Menu.
Click +Add Category and give it a name. Click Submit.

On the Categories list you can then Add, Edit, and Delete your category names. Deleting a Category does not delete your files in this category.

Adding a File

Once a file is uploaded you can see it in the list of files. The actual file name will not be the same as it was on your computer; instead it will have a number added to the end. This is to prevent you from accidentally overwriting a file.

In your SiteApex admin menu go to Modules >click on Files.
Click on the +Add File button.

Category - Assign the category folder where the file will be stored.

Active - By default the file is active but you can disable a file instead of deleting it.

Name - Give your file a short but descriptive name that you can refer to later in a webpage or when speaking to people.

Description - Add whatever comments are helpful for your visitor to understand what it is they are downloading. You may want to include further instructions for using the file. Keep your description as brief as possible.

File - Browse your computer or network to find the file. The actual filename will be changed to a unique number when uploaded.

Submit - Once you click submit you may have to wait a few minutes for the file to upload especially if it is a large file.

NOTE: Do NOT click the Submit button more than once unless nothing has happened for several minutes. If you have uploaded a large file, the submission may take a long time to complete. To see the status of the upload make sure your browser's View > Status Bar feature is turned "on".

Editing a File

You can edit the information you included when uploading the file. Although the file name will not appear in the browse field, it will still be associated to the information you are changing.

Now that you have files uploaded and categorized it is now time to use them on a page.

Back to File Manager