Uploading and Hyperlinking a Document (Legacy)

TABLE OF CONTENTS

• Before uploading your document... 
• Hyperlinking best practices
  • Avoid vague link text
  • Keep link text short and meaningful
  • Indicate the file type when linking to documents
  • Indicate external links
• Uploading and linking your document

Before uploading your document... 

Consider whether the content may be better suited as a new web page or a blog post.

Adding your content directly to your web page can offer several benefits:

• Improved SEO: Web content is more easily crawled and indexed by search engines, which can help boost your site's search visibility. By contract, search engines are often unable to effectively index PDF content.
• Better accessibility: Web pages are generally more accessible to screen readers and assistive technologies, whereas many PDFs do not meet accessibility standards. 
• Responsive/Mobile-friendly: Content added to a web page will be automatically formatted using DA's responsive layouts, ensuring it's easy to read and navigate on all devices.
• Streamlined user experience: Unlike PDFs—which require users to download or open a separate file—web page content is readily available, making it more convenient for visitors to access.

Hyperlinking best practices

Before adding a document or web link, consider the clarity, accessibility, and user-friendliness of the text you’re hyperlinking. Well-written link text helps users understand where a link will take them and ensures your content is accessible to everyone, including screen reader users. 

Avoid vague link text

To meet accessibility standards, it's recommended to avoid vague or generic link text such as:

• Read more...
• Learn more...
• Click here...

These phrases lack context when encountered by screen readers or assistive technologies. Link text should ideally clearly convey the destination or purpose of the like without the surrounding context.

Keep link text short and meaningful

Clearly describe what the user can expect. For example:

• Tax Tips for Investors
• View Our 2025 Market Report

Indicate the file type when linking to documents

This helps users know it will open or download a document, especially if the file is a downloadable format like a PDF:

• Tax Tips for Investors (PDF)
• Download: 2025 Market Report (PDF)

Indicate external links

Let users know when they are being taken to a different website. You can do this in two common ways:

• Inline: Visit the Digital Agent website (external)
• Visual/Icon: Digital Agent website ↗

Uploading and linking your document

1. While in the Web Content Editor, select the text you’d like to add a hyperlink to or simply click the icon to open the Link window.

2. Click Browse Server to launch the Resources Browser. 

3. In the Resource Manager, navigate to the folder of the hub you are currently working on.

4. Select the PDF folder.

5. Click the Choose File button. 

6. Find and select the document you want to upload from your computer's File Browser and click Open. 

7. The document's name should display beside the Choose File button. Click Upload to upload it to the folder.

8. Select the PDF in the Resource Manager. The PDF will now show in the Link window. 

9. Change the Display Text if you do not already have something entered into this field and do not want it to simply display the URL. When you are finished, click OK. 

10. Your document will now be hyperlinked to your selection in the content block. You can test your link by selecting Save As Draft to view it on your web page.