You add and edit documents on the Add a document screen. Each document can be a file you upload or a link to a file that lives somewhere else. You can build your library one document at a time, or import a whole batch in one go. You can even let visitors submit their own documents from the front end of your site, which you approve before they go live. On the Advanced plan, you can even sync a Google Drive or Dropbox folder, so documents create themselves and stay in sync.
Upload a file or link to a URL
At the top of the form, choose Upload a File or Link to a URL. To upload, drag a file onto the drop zone or click Choose File. You can add almost anything this way, including PDFs, Word and Excel documents, PowerPoint slides, images, audio, and video. To point at a file that already lives online instead, switch to URL mode and paste its web address, which is handy for Google Drive files, YouTube videos, or anything hosted elsewhere. For linked files you can optionally type in the File size, since we can only measure that for files you upload yourself. See which file types and sizes you can add for more.
Add a title and description
Give the document a Title, which is the only required field. The optional Description uses a full editor, so you can include formatted text, images, or embedded media that shows alongside the document in your library.
Organize with categories, tags, and authors
On the right, assign Categories, Tags, and Authors. These drive your library’s filters and let you scope separate libraries to particular topics. You can create a new category or tag inline without leaving the screen, and it is added to your master list automatically.
Add a featured image
Use Featured image to attach a thumbnail, which is especially useful in the grid layout. If you upload a PDF or an image and leave this blank, we try to generate a thumbnail from the file for you, so many documents get a preview picture without any extra work.
Import many documents at once
If you have a lot of documents to add, you do not have to enter them one by one. On the Advanced plan you can open the Import page and add documents in bulk in one of two ways: by dropping a batch of files, or by importing a spreadsheet. Either method can create hundreds of documents in a single pass. And if your files already live in Google Drive or Dropbox, folder sync can skip the import altogether by keeping a category in sync with the folder.
Bulk upload by dragging files
The quickest option is to drag a group of files straight onto the Import page. We create one document for every file, using the file name as the starting title (the extension is dropped and dashes become spaces). Once the files are in, you can open any document to tidy up its title, add a description, or assign categories and tags.
Import from a spreadsheet (CSV)
To bring across richer information, such as descriptions, categories, and links, import a CSV file. Set up a spreadsheet with one column per piece of information and one row per document, with a header row across the top, then save or export it as a CSV. On the Import page, upload the file and we match your headers to the matching document fields for you. You can adjust any of those matches before you run the import, then let it build every document at once.
Columns you can include are:
- Title (required): The name of the document.
- Description and excerpt: Longer content and a short summary, both of which accept plain text or HTML.
- File URL: A public web address of a file you want us to pull into your library, so it is hosted and downloadable just like an uploaded file.
- Link URL: A web address you want to keep as an external link rather than importing the file, for example a video or a page on another site.
- Featured image URL: A public image address, which we download and set as the document’s thumbnail.
- File size: Only needed for linked documents, since we work out the size of anything we host for you.
- Categories and tags: Any that do not exist yet are created during the import. Use a greater-than sign to nest a child inside a parent, such as
Reports > 2026. - Author: The display name shown against the document.
- Published: Set to TRUE or FALSE to control whether each document goes live or stays as a draft.
Replace a document
To swap the file behind an existing document, open it and drop a new file onto the upload area, where it now reads Drop a new file to replace it. The document keeps its title, link, and settings. See how to update and replace documents for the full details.
Expiry and version history
On the Advanced plan you can also set an Expiry date, after which the document is hidden from your library, and keep a version history so that replacing a file preserves the previous version. See document expiry and version control.
Further reading: You can also let visitors add documents themselves. See accepting document submissions from visitors.