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FAQs

How do I upload files and embed or link to them in a Drupal page?

The PSU Drupal system supports two basic methods for uploading files. Both methods work well in most browsers, but if you have trouble and have tried both methods, try using a different browser.

Upload files via the administrative menu

administrative menu with 'add file' item highlightedThis method is great for general purpose uploads and is especially useful for uploading many files at once. It's a great choice if you are linking to files manually.

1. file upload screen with buttons highlightedClick the Add File menu item.

2. Click the +Add files link to open your computer's file browser. Navigate to and select the file(s) to upload, then click Choose/Open button. Alternatively, you can drag the file(s) into the Filename panel.

3. Click the Start upload link or the Submit button.

When all files have been uploaded, a new screen appears in which you can edit each file name and/or select a folder name to associate with each file. If you make such changes, be sure to click the Save button. If you choose not to make any changes, click the Cancel button. Either action takes you to the Files side of the Content screen where you can see all uploaded files.

Upload files via the edit mode of a page

This method is great for uploading files that you'll embed in the page, but it can be used to upload any of the allowed file types.

1. file upload overlay with buttons highlightedNavigate to a page in the site and click the Edit tab.

2. Set the cursor in the page and click the
 Add media ( 'add media' button ) button in the Body tool bar.

3. When the overlay screen appears, click the Browse/Choose File button to open your computer's file browser. Navigate to choose the file to upload, then click the Choose/Open button.

4. Click the Submit button.

5. image format overlay with options highlightedIf a second overlay screen appears you have three options: to embed, link, or cancel.

a. To embed the file at the cursor location, choose a Format option from the drop-down menu and click the Submit link. The following formats are appropriate for embedding images:

  • Preview - The image is cropped and scaled to 180 x 180 pixels.
  • Large - The image is scaled so that its longest edge (width or height) is 480 pixels.
  • Original - The image is embedded at its original size.

b. To auto link to a file, choose the Link option from the Format drop-down menu and click the Submit link. See below for a full description of auto and manual links.

c. Click the Cancel button if you're not ready to embed or link to the file at this time. The uploaded file will be in the library when you are ready.

Linking to uploaded files

Use the auto link method when you want a single link or a list of links, like so:

handbook.pdf

policies.docx

data.xlsx

Use the manual link method when you want the linked text to be a word or phrase in a paragraph, like so:

Find instructions and forms in the handbook.

Auto link

1. media overlay with 'library' tab and 'submit' button highlightedTo auto link to a file that has already been uploaded, navigate to the page where you want to create the link and click the Edit tab.

2. Set the cursor in the page (do not select text) and click the Add media ( 'add media' button ) button in the Body tool bar.

3. When the overlay screen appears, select the Library or Search Library tab.

4. Locate and select the file you want to link to and click the Submit link. (A selected file has a yellow-ish background color.)

5. file format overlay with 'link' option and 'submit' link highlightedWhen the second overlay screen appears, choose the Link option from the Format drop-down menu and click the Submit link.

The result: A small icon (representing the file type) appears in the page at the cursor location. This is all you see of the link while in edit mode. When you save the page and it renders in View mode, the file name appears next to the icon and links to the file.

What you see in edit mode

Adobe PDF icon

What you see in view mode

working-with-grids.pdf

Manual link

Get the file URL

1. administrative menu with 'content' item highlightedClick the Content menu item.

 

2. content screen with 'file' tab highlightedClick the Files button. (The default view is a list of files, but you can switch to a thumbnail gallery by clicking on the +List button. These instructions use the file list view.)

3. library view of file type icon and file name linkLocate the file you want to link to and click the file name. This opens a screen where you see the file icon next to linked text of the file name.

4. page view of file type icon and file name linkRight click the file name and select "Copy Link Location" from the contextual menu.

Create the link

5. body field with 'insert/edit link' button and text highlightedNavigate to the page where you want to create the link and click the Edit tab.

6. Select the text that will link to the file.

7. Click the Insert/edit link button.

8. insert/edit link overlay with 'link URL' field and 'insert' button highlightedPaste the file location (you copied it during step 4) in the Link URL field and click the Insert button.

9. Note that the linked text is now colored. This is your visual cue that the text is linked to the file. Save the page.