Matrix CMS - How to Upload and Link New Files

1. Go to the URL of the site to which you want to upload a new file.
   Example: https://conferences.uillinois.edu
2. In the address bar of your web browser, add "/_edit" to the end of the existing URL.
   Example: https://conferences.uillinois.edu/_edit
3. On the Matrix CMS login screen, select the U of I SSO Login button.
4. Authenticate using your NetID and password.
5. Within the asset tree, find the folder named userfiles and expand it to locate the files folder.
   
6. Right click the files folder.
7. Within the resulting menu, hover over Create new, which will open a second layer of the menu.
8. Hover over Files is the second layer of the menu, which will open a third layer of the menu that displays the file types.
   
9. Select the file type that you want to upload, which will open the new file dialog box.
   Example: MS PowerPoint Document
10. In the new file dialog, enter the Title for the file and then use the Choose File button to locate the file to upload.
    Important note: please make sure the file name is in all lowercase, like the following example: example_powerpoint
    
11. Select the Create button.
12. After the Asset created successfully message loads, select the Edit button in the file dialog.
13. Make sure to note the asset ID for the file you uploaded, which will make inserting the link to it much easier. 

At this point in the process, the steps vary depending on the setup of the website. If the approval workflow is running on your site, you will need to request approval to publish the file. If you are able to to make edits to your site without requesting approval, you can move forward to linking the file from an existing webpage.

After clicking the Edit button, you will be taken to the Details screen for the file. 

14. Select the Unpublished icon that is immediately to the left of the Save button at the top right of the screen.
15. Publishing:
    1. If the approval workflow is running on your site, select Apply for Approval, type a brief comment about the file you uploaded, then select Apply change now.
    2. If you have the ability to publish without requesting approval, select Approve and Make Live and then select Apply change now.

Now that the file is uploaded, the next step is to link the file to an existing webpage. Follow the steps in How to Edit an Existing Webpage. Below are the steps specifically for linking the file asset you just uploaded.

16. Find or insert the text on the page that will be linked to the file.
17. Highlight the text, which will open the Selection menu.
    
18. Select the link icon immediately to the left of the anchor icon in the Selection menu.
19. Form source will be selected by default. Select Choose asset.
20. If you have the asset ID from step 13 above, paste that in the search box, press the Enter key on your keyboard, and skip to step 24.
21. If you do not have the asset ID, select the Browse icon to the top right of the search box.
22. Navigate through the asset tree in the menu to locate the file you uploaded.
23. Select the file on the left and then select the Select button at the bottom right.
24. Once the file loads, select the Insert Link button.

This completes the process for uploading a new file to Matrix CMS and linking to it from an existing webpage.