Upload Images and Documents as Web Content

Web Content consists primarily of images and documents that you would like to upload to the system, to use in your web pages or components, in emails, event confirmations, or simply link to in an email or other content. You can also set up HTML code and Reports/Exports as web content records. 

A new Web Content Record can be created on a specific profile, or in your system independently of any profile. To create a content record for a profile, open the profile. Scroll down to the Web Content section on the bottom left, and click Manage All. Then click "New Web Content."

To create a content record that is NOT assigned to any profile, go to Communication > Manage Web Content. Click "New Web Content."


Enter a Title for your content record. Note that if you leave this blank, it will be populated with the name of the file you upload. 

Next select a Format. The format you choose is important as it will dictate whether you upload a file from your computer, or create HTML or SQL content for the content. Image, Document, and Report formats will all prompt you to upload a file. 

Next select a Content Type. This is a list of codes configured in your Admin section of the database, and determined by your organization. These can be set up as a way to categorize/organize your images, uploads etc. into different categories like Member Logos, Event Images, Headshots, Contracts, Attachments, etc. 

Next you'll need to either upload a file or copy/enter the code for your content based on the format. If you chose Document, Image, or Report, you'll see the following appear:


Click the button to launch your local files, and navigate to the image or file you want to upload. You can upload any file from either a local or network drive that you can access directly, with a file size limit of 10 MB. Once you've selected the file, the name of the file will appear next to the upload button. To create the Content Record and upload the file, click Save. 

For HTML or SQL content, a text entry box will appear for you to either copy into or enter text. You can use the HTML Editor tools to format your HTML, or click the </> source button to paste in HTML code from another source. 

Once your Web Content is created, it will be assigned a system URL so that you can use the content record anywhere that can deliver web-based content, such as any email or web page through any third party site or service. You can click Copy URL to copy and use that URL. The new Web Content record will also appear throughout the system wherever you have the option to choose an existing Web Content Image, such as when selecting an Event Image or composing an email. Note that for a Web Content image to appear on your Online Directory, you need to use the content types "Listing_Logo" and/or "Listing_Photo1" etc. Those images will dynamically be pulled into your Online Directory based on your configuration settings

Web Content Restrictions

Sometimes, you may want to upload content to place on a public page of your website, but ensure that only member profiles can access that content. When adding a new Web Content, or after clicking "Edit" for an existing Web Content record, click "Control who can access this piece of content."


To limit only Member profiles to be able to view the content, click Only members have access. Note that this does restrict access ONLY to actual Member profiles. To allow profiles with a certain Affiliation Code to view the content, start typing the name of an Affiliation Code into the box provided. A list of existing Affiliation Codes will appear, and you can select the one(s) you want to allow access to the content:


Note that a simple way to restrict access to just any profile with a username/password is to use the Affiliation Code "All". 

Once you've saved those restriction settings, if you navigate to that content record's URL in your browser, you'll be prompted to enter a Username and Password before continuing to either view or download the content. 

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