Training

How to Use the Download Manager

When the Download Manager is installed on your site, you will see a Downloads option in your dashboard.

downloads dashboard

Categories

Enter a new category for every type of pdf you would like use within your site. A category is used like a folder when you have a number of similar pdfs.
(Examples: Policies, Newsletters, Annual Reports, Benefits, Forms, etc.) 

To add a category

  • Click Categories from Downloads.
  • Add the name of your category and add a slug name (WordPress will auto generate a slug name if you leave it blank).
  • You can select a parent if you like. This is a good way to organize your pdfs.
    (Example: Parent Category could be Newsletters, subcategories could be September, October, November, December) 

downloads-categories

Packages

Each individual file is added to a package and given an assigned category.

To add a new file

  • Click Add New from Downloads.
  • Enter the title of your file.
  • Attach File one of three ways. Upload: drag and drop your file onto this box or click the select file to grab it off your computer. Browse: allows you to search within the file storage of your website. URL: allows you to enter a url address for the file.
  • Your file will appear in the Attached Files box. You can change the title to be what you want to appear on your webpage next to it’s download button. (Example: if your file is named something unrecognizable to the reader like R3_Newsletter_10-14.pdf, you could change the title to appear on your web page as October 2014.)
  • Categories. Select the category/categories you want your file to be assigned to.
  • Click Publish.

Add New Package

Adding Download to A Page

When you are ready to add your downloads to your content, click on the Download Manager icon in your toolbar to get a popup window.

download-manager

The popup menu allows you to choose if you want to add an individual file (called a package) by selecting from the Insert Package tab or you can select to have all the files in a category to appear on your page by selecting the Insert Category tab. Select the specific package or category you want to display and click the Insert Into Post button.

insert-category-small

The Download Manager will insert a short code into your editor but it will display fine on your page when you preview or publish the page.

Download-manager-code

downloads as they appear on the page

*The Download Manager can be styled to match the design of your site. Talk to your Account Director if you want to know more about styling options.