Documents & Whitepapers
Last updated
Last updated
Document and Whitepaper content types are used for uploading files (such as .pdfs) for users to download from the website. These are frequently used for items such as Media Kits, Whitepapers, or Event packets where users can download, print off, and take with them.
One of the primary uses of Documents and Whitepapers is the ability to Gate the content, meaning users will be forced to fill out a form before they're able to view or download the uploaded file. Some sites will have a general registration form, and other times you'll have the option to gate content via a third-party system such as Wufoo or ID-ME.
There's a section below the SEO fields where files can be uploaded:
Once uploaded, the name of that button changes from "Upload" to "Replace File" where you can upload a different document within the same piece of content.
If you replace the file with a different PDF to the same piece of content, it will replace the existing file but it will not rename the file. This is done intentionally to prevent broken links. If you wish to rename the file, (For instance, a 2019 version over a 2018 version) we recommend creating a new Document in Base instead.
After you create the document, you can view the landing page on the website, where there will be a link to download the document, along with any images or other fields you may have filled out (such as a teaser or body):
