Documents

1. Navigate to your dashboard. Select Add Media.
2. Select the Document link.

3. In the Document field, select the "Choose File" or "Browse" button to upload a document.

   Tip

   The text of the upload button depends on your browser.

   • Select a document from your file explorer.
   • If you selected the incorrect file, remove it by selecting the "Remove" button after the file uploads.
   • This is a required field.

   

4. The name of your document is automatically generated from your filename. We recommend leaving the autogenerated name so that it is consistent with your existing files and records. If necessary, you can edit the name of your document by editing the text in the Name field.

   • This is a required field.

   

5. Use the toggle(s) to apply cultural protocols to the media asset.

   • This is a required field.

6. Navigate to the Sharing Setting field to apply a sharing setting. Select All or Any.

   • All means that the media asset may only be shared with members belonging to ALL the protocols listed. This is the more restrictive setting.
   • Any means the asset may be shared with members of ANY of the protocols listed. This is less restrictive.
   • This is a required field.

   Tip

   All is the default setting.

   

7. You may choose to add a thumbnail to your document. A thumbnail image showing the first page of the document is automatically generated and is normally used, with a generic image used in certain contexts. A thumbnail image does not usually need to be provided.

   • Select "Choose file" to upload an image.
   • Provide alternative text for your thumbnail. This is required for all thumbnail images.

8. In the Identifier field, provide a unique identifier for the document. This identifier is usually an accession number, catalogue number, or other unique identifier.

   

9. Use the People field to enter the name of anyone present, named, or referenced in the media asset.

   Tip

   This field feeds into the "deceased person" media content warnings.

   • If more than one individual should be listed, use the text box to select existing people terms or add new ones.
   • Select and drag to reorder if necessary.
   • To remove a person, select the "X".

10. Select a Media tag by entering text in the text box and selecting from the provided options. Include as many media tags as needed. Select from existing media tags or add new ones.

    Tip

    Media tags can be used to tag and locate assets within the media library (for example, oral history or newspaper). They can also be used to trigger media content warnings when that tool is enabled.

    • Select and drag to reorder if necessary.
    • To remove a media tag, select the "X".

    

11. Select the "Save" button to save your media asset.