Adding a Downloadable Form or Policy Document
This combines a couple of the media basics into one common real-world task – getting a new or updated document onto the site.
Steps
- Prepare the file with a clear, sensible filename before uploading (e.g.
expenses-form-2026.pdf). - Open the page where the document should appear.
- Add a File block (or Image block if it’s an image-based form) and upload the document — or, if you’re adding multiple related documents, use the custom Downloads block instead (see below).
- Check the block shows a clear label and, if relevant, a Download button.
- If this replaces an older version, consider whether the old file should be removed from the Media Library.
- Preview and Update/Publish.
Adding multiple documents: the Downloads block
If you’re listing several related files — a set of policies, forms, or reports — the custom Downloads block is often a better fit than adding individual File blocks. It lets you select multiple files and displays them together as a grouped list. For each file you can:
- Override the displayed file name (separate from the actual filename)
- Add a short description to give users more context about what the document contains
Tip: If a document changes often (like a termly newsletter), consider naming the link generically (“Latest Newsletter”) so you only need to swap the file, not rewrite the surrounding text each time.
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