Creating or Inserting a New Content Record

Uploading a PDF File to KMx

Step-by-step instructions for creating a content record, uploading a PDF file, and verifying the uploaded document.

PDF Content Upload Overview

KMx allows administrators to upload PDF documents into the content library by creating a new Content Record.

The process consists of three stages:

1

Create the Content Record

Open Content Administration and select the K/S Table where the document will be stored.

2

Upload the PDF Document

Choose the appropriate content type, enter a title, and upload the PDF through Edit Content.

3

Verify and Save

Refresh the content record, use View Content to confirm the document is correct, and save the record.

Important: Content Types May Differ

These instructions apply to uploading PDF documents. The steps may vary for other types of content.

For SCORM packages, refer to the KMx instructions for HTML/ZIP files instead.

Before You Begin

Have the PDF document saved on your computer and identify the K/S Table where it should be stored.

Choose a descriptive title so administrators can easily identify the document later.

1

Open Content Administration

From the KMx administration area, select the Content tab.

Select Insert a Content Record and click Next.

KMx Insert a Content Record option
2

Select the K/S Table

From the K/S Table dropdown, select the location where the PDF content record should be saved.

A K/S Table functions as an organizational folder within the KMx content library.

KMx K/S Table selection
Tip:

Select the appropriate K/S Table to keep related content organized and easier to locate.

3

Select the Content Type

Choose the type of content you want to create.

For this procedure, select the appropriate PDF document content type available in your KMx installation.

KMx content type selection
SCORM Packages Use a Different Process

If you are uploading a SCORM course package rather than a PDF document, follow the KMx HTML/ZIP file instructions.

4

Enter the Content Title

Enter the title of your PDF document into the required Title field.

Use a clear, descriptive title that identifies the document.

Example Title

Workplace Health and Safety Orientation Manual

5

Upload the PDF Document

Select Edit Content to open the file upload interface.

When prompted, browse to the PDF file saved on your computer and upload the document.

Allow the upload to finish before continuing.

Recommended Check

Verify that the selected file is the correct PDF document before completing the upload.

6

Refresh and Verify the Document

Once the PDF has finished uploading, select Refresh.

Then select View Content to confirm that the PDF has uploaded correctly.

KMx Refresh and View Content options
Verify the Uploaded PDF

Confirm that the correct document opens and that its contents display as expected.

If the wrong document appears or the PDF does not load, review the uploaded file before saving the content record.

7

Save the Content Record

Once the PDF file has been uploaded and verified, select Done or Return to save the Content Record.

Final Step: Save the Record

Ensure that you select Done or Return after verifying the PDF. Do not leave the procedure before completing this step.

Next Step: Using the PDF in a Course

Adding Content to a Course

If the uploaded PDF is intended to be part of an online learning course, you may need to add the saved Content Record to the course separately.

Uploading a PDF to the content library does not necessarily add it to a Course Record.

PDF Content Upload Checklist

PDF Content Record Created

Once the PDF has been uploaded, verified, and saved, the content record is ready for use in KMx.

If the PDF is intended for a course, complete any separate course-content setup steps required.