Manage Documents
The UCM Web Team manages the document upload and document deletion process in Drupal. You must submit the Document Management form found within the UCM Request Form for all actions related to documents used in Drupal for ohio.edu websites.
Use the form to:
- Get a Recommendation: A web team member can review your document and offer the best solution.
- Make File Into Webpage: Our team will build a webpage (which is accessible) so that the document does not need to be posted on the website.
- Get PDF Remediation Quote: We can request a remediation quote so that your department can budget accordingly.
- PDF Remediation: Our team will coordinate the remediation request with the vendor.
- Upload File: Before uploading, the document must be remediated or have an exception granted.
- Delete File: Remove unused documents from Drupal.
Best Practices for Web Documents
Whenever possible, information should be presented as a web page rather than a linked document, to ensure that it is digitally accessible to the widest audience. Per the Website CMS User Policy, documents linked from ohio.edu must comply with Document Accessibility Guidelines. Each document should be carefully reviewed before posting on a website. Ask yourself these questions:
- Who is the audience and how will it be used?
- Make sure the content is not duplicated somewhere else on OHIO websites. If the document is "owned" by another department, link directly to their webpage.
- Does it really need to be on the website, or is there a better method of distribution?
- Is it internal and could be accessed through a department shared drive?
- Is it a print piece that should be handed out in person?
Why Documents Are Hard to Use on the Web
Reading a PDF on your phone? Frustrating, right? Traditional documents like PDFs aren’t built for the web. They’re hard to navigate, slow to load, and inaccessible to many users. Here are a few reasons why documents don't work well online:
- Not Mobile-Friendly: Requires too much zooming and scrolling.
- Accessibility Issues: Hard for screen readers to interpret.
- Slow Load Times: Large files delay content delivery.
- Outdated: Documents are harder to update than webpages.
- Lack of Printer Access: When PDF documents are used to facilitate business processes it requires the end user to have access to a printer and the ability to physically return forms.
Understanding how your audience views content helps create better experiences. Webpages are mobile-friendly, easy to update, accessible, and improve searchability. Documents often hinder usability on the web. Focus on your audience's needs to enhance accessibility and user experience.
Common Recommendations
What is PDF Remediation?
To remediate a PDF is to make it accessible and ADA-compliant, the goal being that ALL individuals, regardless of any perceived disability, have an equal opportunity to access web content and obtain the same user experience.
Should you use a PDF?
PDF is great for distributing documents that need to be printed. But according to usability expert Jakob Nielsen, that's all it's good for. He states, "No matter how tempting it might be, you should never use PDF for content that you expect users to read online. In fact, forcing users to browse PDF documents makes your website's usability about 300% worse relative to HTML pages." Thus, we always encourage people to eliminate the need for PDF as much as possible.
Alternatives to PDFs
- Use HTML (i.e., web page) to render the information.
This is frequently the simplest option and also the most desirable. This method is not only more accessible to people using screen readers, it is also more user-friendly for people accessing the information on a phone or other mobile device; in short, it is optimal for everyone. - Convert forms to an online form using Drupal forms or Qualtrics.
If you must post a PDF online, the document must be remediated OR the same information rendered in HTML must accompany it. In rare cases, documents may be exempted.
- Most Word documents can easily be made into a webpage.
- Documents like handbooks or policy manuals can be created as webpages using a left menu for navigation of pages. See an example: Counselor Education Graduate Program Handbook »
- Many forms can be created electronically using Microsoft Forms or Qualtrics. This will improve the accessibility of the document and make it easier for the user to complete.
PowerPoint presentations generally accompany a live talk. Most of the context is lost if just putting a PPT on a webpage. If the content from PPT is useful, it should be made into a webpage.
Excel files should not be used on the website. It is very difficult and expensive to remediate them for accessibility. Some exceptions can be made if there is no alternative solution (like a Qualtrics form or fillable PDF) for the process.
Faculty CVs are exempt from the remediation requirement (at least for this year). We may have to do something different with them in the future. You just need to submit CVs that need to be uploaded to profiles through the UCM request form or the Faculty Staff Profile form.
Accessibility Implementation Deadlines
April 2026
When you hear anyone mention the April 2026 deadline, they are referencing the ruling from the Department of Justice. To ensure compliance, the UCM web team has limited access for uploading new documents and are auditing all documents across the website. All non-compliant (excluding exempted files) will be removed. We will be sending updated reports to primary site managers during spring semester.
May 1, 2025
Any document linked from ohio.edu must be reviewed for accessibility or it will be removed from the website until it is in compliance. Any PDF must be sent to the vendor for professional remediation. Other document types (Word, Excel, PPT) should not be used on the website except in very special circumstances. Exemptions have been made for Faculty CVs linked from profiles and a few other special use cases.
May 1, 2024
Any new document (including PDF, Excel, Word docs, etc.) must be remediated before it can be posted on a Drupal website.
October 1, 2024
All existing documents must be reviewed and a decision for action made.
Determine if the document:
- can be removed from website and deleted from Drupal database
- can be made into a webpage
- must stay a document and be remediated