The Related Documents widget creates a dynamic list of documents referenced in the Document Center.
Who can use this feature?
Important Note
After completing these steps, it may take up to 24 hours to see #Ref change from zero.
Instructions
- Navigate to your desired page
- Ensure that Live Edit Is On
- Select the Widgets tab
- Drag and drop the Related Documents widget to your page
- Fill in Widget options fields
- Widget Skin: Select the appearance style of the widget
- Heading: Create a heading/title for the widget
- Columns: Select how many columns to use
- Note: There is a maximum of three columns to use.
- Sort Order: Choose how to sort the documents
- Alphabetically: From A to Z, From Z to A
- Most Recently Modified: Newer to older
- Least Recently Modified: Older to newer
- Manual: Custom manual order
- Advanced - Widget Breakpoint: Width at which the widget will switch from narrow to wide view
- Click the X to exit the Widget options pop-up
- Click Save
Instructions
- Select + Click here to select and add documents, or drag and drop files from your computer to link documents to the page that are already on your site
- Note: To add documents straight from your computer, just drag and drop the files from your computer.
- Note: To add documents straight from your computer, just drag and drop the files from your computer.
- Select the folder that contains the document you want to link to
- Note: To easily locate a document, you can Search for Display Name or ID. You can still select multiple images at a time, even if you search for different images. The widget will remember all the images you check throughout your search session.
- Note: To easily locate a document, you can Search for Display Name or ID. You can still select multiple images at a time, even if you search for different images. The widget will remember all the images you check throughout your search session.
- Check the document(s) you want to connect to the page
- Note: To select all documents, check the top left box.
- Click Insert Marked
- Document(s) will appear in the widget
- Select + Click here.... to add more documents
- Select + Add another section to create another section, in the same widget
- Select Save
Feedback About the Article
Let us know what was helpful or not helpful about the article below.2 comments
After completing these steps, it may take up to 24 hours to see #Ref change from zero. It would be helpful to mention that, noted in this article. https://www.civicengagecentral.civicplus.help/hc/en-us/articles/115004753073-View-Where-Documents-are-Linked
Do you have an article on dynamically linked Related Document widgets, why they are useful for easier maintenance, and best practices for using them?
If not, could you create one? Thanks!
Please sign in to leave a comment.