For the most part, the documents people might want to upload are either Word/Pages docs, or PDF files.
Let me be clear about this right up front: WordPress makes it very challenging to upload PDF files….you are far better off if you upload (or embed) your documents as a Word file.
Embedding a Word document is simple.
1) Upload it to Google.docs
2) Set the sharing settings so that ‘Anyone with the Link can view’
3) Click “File/Publish to the Web” and start publishing
4) At the bottom of the window that pops up, grab the Embed Code (the one that starts with ‘iframe’)
5) Paste that code into your WordPress site in HTML (“Text”) view.
Here is what the final product will look like in your WordPress site:
(I embedded an image in the Word Document by taking a screen shot and pasting it in. That’s one good way to attach a PDF to your Word doc.)
However, if you choose to upload a PDF directly, it is possible.There are three ways to properly upload PDF document. Each has its advantage and disadvantage, so it would be a good idea to try all three so you can choose each one appropriately.
I will describe each method below, then you can watch the short video that recaps each method. It appears a bit complex, but really it’s not so bad. For the record, I think this all works best in Safari, but YMMV (that’s internet slang for ‘your mileage may vary’)
Method 1) Upload the document directly to the WordPress site.
- Click on ‘Add Media’
- Select your PDF file to add to the library
- Click ‘insert into post’
ADVANTAGE: This is the easiest and most intuitive method
DISADVANTAGE: Instead of an embedded document, you will get a link in your post that lets the user download the file to see it, like this:
Method 2) Upload the PDF to Google.docs to get an embed code, then embed it into your post.
- Navigate to google.docs (or google.drive), and select the ‘upload’ icon
- Select the file you want, and upload it.
- When the ‘progress box’ appears in the bottom right, select “settings; convert file to google docs format”
- Open the uploaded file, and set the sharing settings so that ‘anyone with the link’ (not just HKIS users) can view.
- Then go to ‘file’ and ’embed this PDF file’. (You may not be offered that choice, but be offered “File/Publish to the web” instead. If so, choose that), then copy the embed code provided.
- Be aware; you may have to use “edit/copy’ as Control-C and Control-V do not work in some browsers at this stage.
- Navigate to your blog, go into HTML view, and paste in the embed code (use ‘edit/paste’)
ADVANTAGE: Despite how it looks, this is actually the easiest way to get the document embedded into your post where you want it. You also get a scroll bar for really long documents so they don’t take up a ton of space on your page
DISADVANTAGE: Lots of little settings things you have to watch for, and the uploaded PDF file can be very large, and has the thumbnails in the left margin which uses up space on your page, like this:
Method 3: Change the PDF to a series of jpeg images, and insert them like photos. This is MY FAVORITE method.
- Open your PDF in Acrobat, and ‘save as/JPEG’
- In WordPress, choose ‘insert media’ and select the saved jpeg file. If the file has multiple pages, you can select them all at once and upload them
- Insert the jpeg(s) in the order you want into your page.
ADVANTAGE: You get an in-line embedded document; probably what you are wanting
DISADVANTAGE: You have to upload and embed each image in order.
Here is a movie that shows these methods more clearly.