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Uploading Files in Cascade Server

In addition to web pages created in Cascade Server on your website, you may need to share other types of files like PDF, Microsoft Word, Excel, or PowerPoint.

Note: If you make changes to your files you will need to upload and publish them again to your website.

  1. From the New menu, select Default > File.
    Default > File
  2. (Optional) You can re-name your file in the System Name field or let Cascade Server use the name of the file you are uploading.
    Note: Make sure your file name does not contain any spaces or odd characters. We recommend short names with hyphens to separate words or CamelCase. For example, “org-chart.pdf” or “OrgChart.pdf”.
  3. If you want your file in a specific folder, click the folder icon next to Parent Folder and select your folder from the file tree on the left.
    Check with your web developer for best practices for your website.
  4. Click the Browse button next to File Upload.
  5. Select your file from your computer and click the Open button.
  6. Click the Submit button.
  7. If your file was uploaded successfully, you will see a confirmation in green at the top.

Publishing Files

  1. Click your file in the file tree on the left to select it.
  2. Click the Publish tab in the right pane.
    If you do not have publishing rights on your website, check with your web developer.
    Publish file
  3. Click the Submit button. Your file will be added to the Cascade Server publish queue.

Linking Files

Now that your file has been uploaded, you will need to link it so people can find it.

  1. To link a file to a web page, select the page from the file tree on the left.
  2. Click the Edit tab.
  3. Edit the page and add the information for the file you want to share. For example, you may have a bulleted list and have a list item for “Organizational Chart (PDF)”.
    Note: We highly recommend adding the file type in parenthesis for any files you will be uploading. This is both for accessibility and usability. It allows your readers to know what to expect when they click a link. They may not have the software needed to read your file.
  4. Highlight the text for your file and click the Link button on the toolbar.
    Link File
  5. Click the Browse icon and navigate to the file you want to share.
  6. Click Confirm to close this window, and then Insert on the next screen.
  7. Your file should now be linked.
  8. Publish your page. (Make sure you published the file, too.)
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