Skip to main content

Documents Overview: Navigating and Uploading Files

Learn how to navigate the Edlio CMS Documents manager, search directories, troubleshoot admin access, and upload files and folders to your school document repository.

📌 Feature Availability Notice: The Documents module is an advanced file management tool enabled on a case-by-case basis. If Documents doesn't appear in your main CMS navigation, contact Edlio Technical Support or your Client Success Manager to enable it for your site.

📁 Looking for legacy file links (e.g., /ourpages/auto/...)?
Files uploaded years ago directly into page text blocks or the legacy File Manager live at paths like .../ourpages/auto/YYYY/M/.../filename.pdf. These historical assets pre-date the modern Documents repository and are not indexed in Documents search. To remove or replace a legacy file link: locate the specific historical page or block where the link was originally inserted, or open a ticket with Eddy including the exact file URL and website URL so our Technical Support team can purge the file from server storage.

Overview

The Edlio CMS Documents manager provides a unified, searchable file repository for school and district forms, board policies, handbooks, and public resources. Instead of managing attachments across individual page content blocks, Documents gives administrators a single directory tree organized under Site Root.

Edlio CMS Documents Overview with Add File Folder button, Search Bar, and Document List

Key Navigation Elements

  1. Upload File or Folder (Add File / Folder): Located at the top right of the Documents dashboard. Clicking the blue button opens a dropdown with options to create a New Folder, Upload File, or Upload Folder in bulk.

  2. Instant Search Bar: Located directly below the page title. Type any keyword to instantly filter documents across all directories and subfolders.

  3. File Repository Table: Displays all files organized within the current directory. Each row displays the file selection checkbox, file type icon, document name, Last Modified date and timestamp, File Size, and an action ellipsis menu (...).

Uploading Files and Creating Folders

To upload new files to your document repository:

  1. Navigate to Documents from your main CMS dashboard navigation.

  2. If you want to place the file inside a specific subfolder, click into that folder from the directory list.

  3. Click Add File / Folder in the upper-right corner.

  4. Select Upload File to choose one or more files from your computer, or select Upload Folder to upload an entire directory structure.

  5. Once uploaded, your file appears immediately in the table with its active public link ready to share.

⚠️ Best Practice for File Naming: Always establish a consistent, static naming convention for official files (e.g., District_Policies_Handbook.pdf rather than Handbook_2025_v2_final.pdf). Static names allow you to update file contents annually using the Replace feature without ever breaking existing website links or bookmarks, as using the Rename feature changes the link's URL.

Troubleshooting Document Navigation & Permissions

Why don't I see 'Documents' in my CMS navigation?
If you are logged into your Edlio CMS dashboard and do not see Documents in your main navigation menu, check the following two common reasons:

  • User Permissions: You must be designated as a Super Administrator or have site-wide administrative rights enabled under Users > Manage Users to view and manage top-level document storage.

  • Module Activation: For legacy or specialized site templates, the Documents module may not be activated by default. If you are a Super Administrator and still do not see Documents, submit a support ticket via Eddy or email [email protected] to have the tool enabled on your site at no additional cost.

💡 Best-Practice Adoption Tip: Before uploading hundreds of school files, create standardized folder categories under Site Root (such as Board Meetings, Student Handbooks, Athletic Physicals, and Enrollment Forms). Maintaining an organized folder taxonomy prevents clutter and makes finding files via instant search much faster.

Related Articles

Did this answer your question?