PRIOR TO STARTING:

1. Download documents to your Windows computer or download documents to your Mac.
2. Log into Cascade.
3. Select your site.
4. Select your asset.
5. Begin editing a page.

Default Placement Folder

For uploading documents or images, Cascade will automatically select the correct placement folder based on your profile.

However, when creating new assets such as folders or pages, it will default to the last selected folder. If the last selected asset wasn't a folder, then it will default to the last selected asset's parent folder.

This process outlines how to manually specify the placement folder when creating, uploading, or linking.

STEP 1: Click Placement Folder

Click the area just under the text that says Placement Folder. This is the Placement Folder Button.

Notice that the exact location's path is displayed directly below this area in the screenshot below.

Result: The Slider Pane displays the Choose a Folder Window.

STEP 2: Recent Tab

By default, the Choose a Folder Window displays with the Recent Tab selected.

If the desired placement folder is displayed here, select it and skip to step 7.

STEP 3: Browse Tab

If the desired placement folder isn't displayed under the Recent Tab, click the Browse Tab.

Result: The Choose a Folder Window now displays the Explorer.

STEP 4: Changing Sites

Navigate to and select the document to upload. Depending on your computer's operating system, your file navigator may look very different.

Result: Your new-document asset page will have automatically changed the File Name to match the attached file. The bottom of the page will now display the source file name and size of the file.

STEP 5: Explorer Window in the Slider Pane

Change the Cascade File Name to name the new asset correctly. Make sure to follow the correct Naming Conventions. No capital letters, hyphens instead of spaces (NOT underscores), no special characters (e.g. apostrophes, ampersands, accent marks, etc.), and the only punctuation should be the period for the file suffix.

After the previous step of attaching the document, the File Name will have appended the correct file suffix (e.g. .txt, .pdf, xlsx, etc.). Do NOT remove the file suffix. Cascade needs to know what type of file is being uploaded. When changing the File Name, make sure to retain the correct file suffix.

Changing the Cascade File Name will NOT affect the file on your computer.

STEP 6: Select the Correct Placement Folder

For most users, the correct location should be selected by default. However, it is best practices to confirm exactly where the new asset will be created.

Click the Placement Folder button and use the Slider Pane to select the folder to place the new asset.

Result: The selected file path will display under the Placement Folder.

STEP 7: Previous Selection

Titles can use normal English wording and capitalization. Give your new asset a title. It can match the File Name but with spaces, capitals, etc.

Example:

FILE NAME: fall-schedule.docx

TITLE: Fall Schedule

STEP 8: New Selection

For uploaded documents, the default for Display in Navigation should be set to Yes.

STEP 9: Choose Button

This will run you through the Check Content Process. Make any necessary spelling or accessibility changes, or add any necessary comments for the web team.

STEP 10: Confirmation

Once everything is correct, click the blue Start Workflow button. This will submit the asset to your Content Review if you have one, and then on for Technical Review.