How to Upload Documents into Cascade

PRIOR TO STARTING:

STEP 1: Click the Add Content Button

Once you have the document saved to your computer, click the Add Content button in the Utility Bar.

STEP 2: Select "Documents" Option

Select the option for Document to create a new document asset. If you work for a school, you may have to navigate sub-folders for your department to find the correct template option.

Example: biology → document

Result: The Workspace displays a new-document asset.

STEP 3: Click "Choose" to Attach the Document

Click the faint words for Choose at the bottom of the page.

Result: Your computer's file navigator will display.

STEP 4: Select the Document

Navigate your computer's file navigator 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: Specify the File Name Correctly

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: Title the Asset

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: Select the Correct Display in Navigation Option

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

STEP 9: Specify the File Name Correctly