Create and edit project documents

Add supporting documents to your project page to help your community access all the right information they need to provide informed feedback.

To create new documents:

1. In the left-hand menu bar, click Projects. This displays a list of all existing projects.
2. Click on a Title to open a project.
3. In the project sub-menu, under Content, click Documents. This shows all the documents that already exist for this project.
4. Click on the + icon located on the right hand side of the screen.
5. You can drag and drop one or more documents, or click to browse.
6. Once you’ve selected the documents, click Upload documents.

To add the new documents to your project

Creating pages does not automatically add them to your published project. You need to make sure you’ve added a Pages content block in your main project overview.

To add the newly created document to your published project:

1. In the left-hand menu bar, click Projects. This displays a list of all existing projects.
2. Click on a Title to open a project.
3. On the project page, click the Edit tab.
4. Scroll to the bottom of the page, and click Add block.
5. From the dropdown, select Documents.
6. An Add Documents block will appear. Enter a Title. Select which of the existing documents you would like to display and how these should be displayed. You have the option to display all existing documents, or to make a custom selection.
7. Click Add Documents.
8. When you are finished editing, click Publish. The selected documents will now be displayed on your main project page.

Note: Only published files will be publicly visible.

Edit a document

To edit an existing document:

1. In the left-hand menu bar, click Projects. This displays a list of all existing projects.
2. Click on a Title to open a project.
3. In the project sub-menu, under Content, click Documents. This displays all the documents that already exist for this project.
4. Select the document you want to edit. Click on the ellipsis icon at the end of the row to show more options. Click Edit.
5. Alternatively, you can click on the document you want to edit, then click the Edit tab.
6. Update the description, and replace the file as required.
7. When you’re finished editing, click Publish.

Unpublish a document

You can unpublish individual documents from a project without affecting the other content. The document will be automatically removed from anywhere it’s current displayed or linked to.

To unpublish a file:

1. In the left-hand menu bar, click Projects. This displays a list of all existing projects.
2. Click on a Title to open a project.
3. In the project sub-menu, under Content, click Documents. This displays all the documents that already exist for this project.
4. Click on the document you want to unpublish. Select the Edit tab.
5. At the top right of the screen, are your Publish options. From the dropdown menu, select Unpublished.
6. Your document is now Unpublished.

Delete a document

You can delete a document from a project if it’s no longer needed, or was created by mistake. This permanently removes the document and cannot be undone. Proceed with caution!

Note: you may not have delete permissions as part of your role. If you have any questions about your permissions, contact your District Engage administrator.

To delete a file:

1. In the left-hand menu bar, click Projects. This displays a list of all existing projects.
2. Click on a Title to open a project.
3. In the project sub-menu, under Content, click Documents. This shows all the documents that already exist for this project.
4. Select a document you want to delete. Click on the ellipsis icon at the end of the row to show more options. Click Delete.
5. You’ll be prompted with a warning to confirm the action. Click Yes, Delete this file.
6. Your document is now deleted.