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Adding documents to the PIM

5 min read
Adding documents into the PIM and attaching to products

This is a two step process, firstly you need to add a document into the PIM media library, and then you attach that document to a product


Adding document to the PIM Media Library
 

Log into the PIM.

1. Click on the Media icon from the left menu.

2. Click on the  + icon to add a document

 

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When the 'Upload document' appears click on the option to add files or drag a document to the window.
Click on the Start upload button to upload the document

A blue checkmark will appear on the top right of the download when it has successfully uploaded.

Close the window.

Next, use the media search at the bottom of the left column to locate the document you have just uploaded

When you have located the document, click on it and you will see all information relating to that document show in the bottom right panel of the PIM.

Click on the second tab over - General Information

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Add the data for each document

Display Name - this is how the document will appear on the website
Category 1: This field is for type of document that you are adding eg, brochure, installation guide etc. You can populate this field with whatever document types you would like to use.
Category 2: This field is for the files location so should be PDP 
Category 3: This field can be ignored
Languages : Enter English

Check the Publication box
 

To note file categories are case sensitive. It's important to use a consistent naming convention across document categories for accurate mapping on the website



 

Attaching document to product

Click on the Search icon in the left menu of PIM

Using the dropdown menu check you are in the correct PIM area - Articles GDHV

Search for the product that you want to add the document to

Click on the Assets tab of the product you have chosen

Click on the + icon

Choose the type of document from the Type field eg Brochure
Click on the blue here link to open the media search window
Search for the document you just uploaded
Click on the document and attach to the product

 

Products can also be attached to a product directly from the downloads in the media library under the usage panel.

Usage Panel

Removing Downloads from the Website

If you no longer want a product to display on an area of the website. Remove it's category 1 tag(s) (PDP for example). Deleting the download in PIM, or removing it from the product will not delete the file on the website. Removing the tag(s) will prevent it displaying on the website.