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4. Create and edit project documents

 Create and edit project documents
=================================

Updated 1 month ago · 4 min read

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Add supporting documents to your project page to help your community access all the right information they need to provide informed feedback.

To create new documents:
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1. In the left-hand menu bar, click **Projects**. This displays a list of all existing projects.
2. Click on a **Title** to open a project.
3. In the project sub-menu, under **Content**, click **Documents**. This shows all the documents that already exist for this project.
4. Click the round **+** button at the top right of the screen.
5. You can drag and drop one or more documents, or click to browse.
6. Once you've selected the documents, click **Upload documents**.

![The document upload panel, showing the area to drag and drop files or browse for them.](https://engage.knowledge.civ.io/storage/aM9sWbumXD74VCfBWxzL9jwUWuX7LOO3aymY2pH7.png)

#### Upload limits

You can upload up to **10 documents at a time**. Each file must be **20 MB or smaller** by default: an administrator can raise this to as much as 60 MB under **Settings**, **Document upload settings**.

Accepted file types are doc, docx, pdf, txt, xls, xlsx, csv, jpeg, jpg, jpe, png, svg and gif.

To add the new documents to your project
----------------------------------------

*Creating pages does not automatically add them to your published project. You need to make sure you've added a Pages content block in your main project overview.*

To add the newly created document to your published project:

1. In the left-hand menu bar, click **Projects**. This displays a list of all existing projects.
2. Click on a **Title** to open a project.
3. On the project page, click the **Edit** tab.
4. Scroll to the bottom of the page, and click **Add block**.
5. From the dropdown, select **Documents**.
6. An **Add Documents** block will appear. Enter a **Title.** Select which of the existing documents you would like to display and how these should be displayed. You have the option to display all existing documents, or to make a custom selection.
7. Click **Add Documents.**
8. When you are finished editing, click **Publish**. The selected documents will now be displayed on your main project page.

![A short sequence adding a Documents content block to a project page: Add block, choosing Documents, and the block appearing with a title.](https://engage.knowledge.civ.io/storage/s2Jjy1N9n8HeGzRR23hyloHUczsTXJjE9qls2pOG.gif)

*Note: Only published files will be publicly visible.*

Edit a document
---------------

To edit an existing document:

1. In the left-hand menu bar, click **Projects**. This displays a list of all existing projects.
2. Click on a **Title** to open a project.
3. In the project sub-menu, under **Content**, click **Documents**. This displays all the documents that already exist for this project.
4. Select the document you want to edit. Click on the **ellipsis icon** at the end of the row to show more options. Click **Edit**.
5. Alternatively, you can click on the document you want to edit, then click the **Edit** tab.
6. Update the description, and replace the file as required.
7. When you're finished editing, click **Publish**.

![The documents list with a row's ellipsis menu open, tracing the Edit option.](https://engage.knowledge.civ.io/storage/Pw4Q14LSLXPxyAIfXd3OdrIpcCPkAX2alMaYCe9n.png)

Unpublish a document
--------------------

You can unpublish individual documents from a project without affecting the other content. The document will be automatically removed from anywhere it's current displayed or linked to.

To unpublish a file:

1. In the left-hand menu bar, click **Projects**. This displays a list of all existing projects.
2. Click on a **Title** to open a project.
3. In the project sub-menu, under **Content**, click **Documents**. This displays all the documents that already exist for this project.
4. Click on the document you want to unpublish. Select the **Edit** tab.
5. At the top right of the screen, are your **Publish** options. From the dropdown menu, select **Unpublished**.
6. Your document is now Unpublished.

![The Publish options dropdown on a document's edit screen, tracing the Unpublished option.](https://engage.knowledge.civ.io/storage/yg3DSSs6cmCO9sbRYwdZPEzNGkAx0Cv4beSWKEUZ.png)

Delete a document
-----------------

You can delete a document from a project if it's no longer needed, or was created by mistake. This permanently removes the document and cannot be undone. Proceed with caution!

*Note: you may not have delete permissions as part of your role. If you have any questions about your permissions, contact your Civio Engage administrator.*

To delete a file:

1. In the left-hand menu bar, click **Projects**. This displays a list of all existing projects.
2. Click on a **Title** to open a project.
3. In the project sub-menu, under **Content**, click **Documents**. This shows all the documents that already exist for this project.
4. Select a document you want to delete. Click on the **ellipsis icon** at the end of the row to show more options. Click **Delete**.
5. You'll be prompted with a warning to confirm the action. Click **Yes, Delete this file.**
6. Your document is now deleted.

![The confirmation warning shown before a document is permanently deleted, tracing the final confirm button.](https://engage.knowledge.civ.io/storage/zXaMn9lBF3xmgHZTYAIzFgTd426lIAT2ejPAAsVf.png)

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