This article will walk you through how to work with the nine10 PDF Document module. Instructions for finding the module, adding/removing documents, and adding a document to your page are included.

Getting Started

Login

• Log in to the back end of your website by going to the admin URL: www.yourwebsite.com/admin
• Enter the login credentials provided by nine10 during training.
• If you don’t remember your login credentials please email support@nine10.ca and we will send you your account details and a link to reset the password
• Once logged in you will be brought to the WordPress dashboard.

Find the Module

• Once logged in, you should see a list of modules on the left-hand sidebar.
• Find the menu item labelled Documents and click on it.
• This will open the module and bring you to a list of your existing documents.

List of Documents

• On this page, you can add a new document or edit the existing documents.
• Reorder how documents display on the website by clicking on a document and dragging it into a new spot.
  • Moving documents will automatically change the order documents display on the site.

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Adding/Editing

Add New

• On the All Documents page, click on Add New.
• This will bring you to a page where you can upload your PDF file.
• In the Add Title section input the name of the document as you would like it to appear on the website.
  • The text you put in this area will be visible to users on the front end of the site.
• After adding a title, click on Upload, this will open a lightbox in the window where you can either drag and drop files to upload or click the select files button and find the file on your computer.
• Once uploaded, press Select in the bottom right corner.
• On the right-hand side, select a document category to designate how you want it to appear on the website. The categories panel can be found on the right-hand side below the publish button. (i.e. specific document categories are set to display on specific pages)
• Click on Publish to make the document live on the site.

Editing A Document

• On the All Documents page, click on on the title of the document you would like to edit.
• You have the option to edit the document that is uploaded, the title, and the category at any time.
• To replace the document file, first, click on remove. This will remove the existing document.
• Once you’ve removed the document, press upload and follow the same upload instructions from above.
• Click update to make your changes live on the site.

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Displaying Documents

Add Documents To Your Page

• You can add documents individually or as a group of categories.
• Start by selecting and copying the shortcode on the right-hand side of the documents or categories list. It will always start with n10-documents and be contained in brackets []
• Make sure to copy all of this code, missing a bracket will create an error on the page.
• Once you have copied the code you want, click on pages in the left-hand sidebar. This will bring you to the list of pages on the site.
• Find the page you want to edit and click on it.
• Once you are on the page, press ctrl+shift+v (PC) or cmd+shift+v (mac) to paste the document shortcode where you want it to display on the page.
• Click on Update to make the changes go live on your website.

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Document Categories

Categories

• On the left-hand sidebar, underneath the Documents heading you will find a page labelled “Document Categories”
• Once you navigate to this page, on the left-hand side there is a form for adding a new category and the existing categories are displayed on the right side.

Adding A New Category

• Start by giving the category a name. WordPress will automatically turn the name you enter into a slug in the box below.
  • A slug is essentially a link used to populate the documents category on the site.
• If your new category is related to an existing category, you can set the existing category as a parent category.
• A description is not necessary for using the category, it simply helps to indicate the purpose of a category in the Categories list.
• Set the Layout to Auto.
• If you want to display a preview of the document on your site, set Display to Text & Icon. If you would like only the title of the document to display, select Text Only.
• If you want to display the category title, set Show Title to Yes.
• Click on add new category and it will be added to your list. You can then start adding documents to the category using the instructions above.

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Deleting Files

Delete A Document

• To remove a document from the website, go to the list of documents and hover over the document you want to delete.
• Below the name of the document, you will see a red link called Trash.
• Clicking this link will send the document to a trash can within the module.
• Above the list of modules, there will be a set of links, including one labelled Trash.
• Clicking on this link will bring you to a list of discarded documents.
• Hovering over a trashed document will display options to either Restore the document or Permanently Delete it from the site.
  • This is beneficial if you would like to remove a document for a period of time and want to restore it at a later date.