Plan/Policy

The Plan/Policy content type creates a document library. This content type will include a field for the primary document, as well as multiple supporting documents in a filterable view, where there is no link to the node (page), but just a link to the documents. There is a field for a brief description that can be used to link users to more information.

Adding a Plan/Policy

Once logged in, go to the Drupal Admin toolbar and navigate to Content > Add content > Plan/Policy.

Fill in the necessary fields:

1. Title: Required
2. Type: Choose the type of plan/policy in the pre-populated drop down. If you need to add a new type to the drop-down, please see Taxonomy Terms. 
3. File: Required
   1. Primary document: Required
      1. Click Add media button
      2. Either search by Name in the field on your site or click Choose File in the Add file field to upload a new document
      3. Clicking Choose file will allow you to upload a document from your desktop
      4. Select the document you want to upload, and click the Open button
      5. In the Add or select media window include:
         1. Name: Required field. This is the name of your document without the file type or without use to dashes for spaces (eg. Test Document, not test-document.pdf)
         2. Attributes
            1. Tags - this is an optional way to categorize documents
         3. Click Save and insert
   2. Additional documents: Optional
4. External file link: Optional
5. Supporting files: Optional
   1. Add files by following the steps under 3a above.
   2. If adding multiple files, add the names of the files under "file names" in the order you add the files. 
6. Once you have filled out the above fields, select the Save button at the top of the page and ensure the "Published" toggle is green.