Uploading Photos, Files & Resources
Welcome to this step-by-step guide on how to upload and manage your files and resources in PatientBase. This guide will help you effectively handle images, PDFs, MP3s, and videos. By following these instructions, you will be able to efficiently upload, organize, and link your files within your PatientBase platform, ensuring a seamless experience for both you and your users.
Step-by-Step Instructions
1. Uploading and Editing Images
1.Navigate to the Web Page:
•Open the web page where you want to upload or edit an image.
Click One of the following
Edit Image, Change Background, Column Settings, Row Settings
• When prompted, click on the image to proceed to the file manager to select or upload a new image or file
3.Select a New Image:
•Drag and drop a new image into the designated area.
•The image will automatically optimize and format into a webp format.
•Select the new image to replace the existing one.
2. Adding Links to Files
- Linking a File to a Button:
•Click on the button you want to link to a file (e.g., within a course or webinar).
•Edit the link and select the “File” option.
- Create a New Folder:
•To organize your files, create a new folder named “Files.”
•This helps you quickly access all your files and PDFs.
- Upload Files:
•Click on the upload button and select files from your computer.
•Alternatively, drag and drop PDFs, Word documents, or other file types into the drop area.
•Select the uploaded file to link it to the button.
3. Managing Files
- Access File Manager:
•Go to “Website Settings” and select “File Manager.”
•View all files from this section.
- Organize Files:
•Add more folders and images as needed.
•Utilize stock images available for download.
4. Uploading and Managing Videos
- Navigate to Video Section:
•Videos are managed separately from standard files.
•Access the video section within your PatientBase platform.
- Upload Videos:
•Drag and drop videos into the designated area.
•Videos will be encoded and optimized for various resolutions (from mobile to 4K).
- Video Management:
•Use the provided resources to learn how to edit titles and manage video controls.
Complete Video Guide: https://help.patientbase.app/category/176-videos
Summary
In this guide, we covered the essentials of uploading and managing files and resources in PatientBase. You learned how to:
•Upload and edit images.
•Link files to buttons and text.
•Manage your files using the file manager.
•Upload and optimize videos.
By following these steps, you can ensure that your files and resources are well-organized and easily accessible within your PatientBase platform. This will enhance your user experience and streamline your workflow. Thank you for using PatientBase!