WordPress: A Documents Page

This article is really for my clients, but anyone using WordPress could benefit from it.

I needed to create a documentation page for some clients – basically a page where they can upload and name links to forms, procedures, and general information documents. As always, we should keep it simple.

Make a Page

  • Login to the WordPress admin panel
  • Click the “Pages” menu item
Click Pages then Add New

Click Pages then Add New

  • Add your title
  • Using the Format drop-down menu, select Header 3
Made a heading section: Use the Format drop-down menu to select Heading 3

Made a heading section: Use the Format drop-down menu to select Heading 3

  • Enter a simple heading
  • Do a paragraph return <Enter>
  • Click the Insert Media icon (it’s the little grey badge to the right of the little grey musical note
Click the little, grey Add Media icon - it's to the right of the little grey musical icon

Click the little, grey Add Media icon - it's to the right of the little grey musical icon

  • When the Add Media window displays, click the Select Files button to upload your document
  • Name and caption the file appropriately
  • Click the Insert Into Post link
Click the Select File button, navigate to your file and upload

Click the Select File button, navigate to your file and upload

  • Give WordPress a second to process your requet
  • Voila – link to a document

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