Objective:

• To understand how to use the PolicyStat editor to link to a policy or document from within another policy.

Environment:

• PolicyStat

Additional Information:

All documents in PolicyStat are web pages. Therefore, linking two policies in PolicyStat is as easy as copy, highlight, hyperlink, and paste.

To find out more, click below to view a step-by-step interactive tutorial.

Link to a Policy from Within Another Policy (01:25)

Procedure:

1. Search for and open both policies (linking from and linking to) in separate tabs to make this process easier hovering over and right-clicking each policy's title and clicking Open in New Tab.
   
   1. Select the existing, active policy to be referred to, or add as a reference.
      
      NOTE: You may wish to make a section heading at the end of the document being linked to called "Related Documents" or some other name so it is recorded that the link was created.
      
      
2. Click to highlight the policy's URL (or web address)
   - (e.g.- https://yoursite.policystat.com/policy/123456/latest/)
   
   

   IMPORTANT NOTE: Each new version of a policy is assigned a new PolicyStat ID number. Having "/latest" at the end of the URL ensures the address will always redirect to the latest approved and active version of the policy so the link doesn't have to continually be updated.
   
   A document pending approval can be linked to by adding "/latest" to end of the URL of the pending document.  When it is approved it will always redirect to the latest approved version as new versions are approved and replace it.

3. Right-click the highlighted URL in the browser address bar and select copy or press Ctrl+C on your keyboard.
   
4. Return to the tab of the original policy you are editing. (NOTE: Ensure the original policy is open as a draft or is in Edit mode.
5. Inside the Editor, find and highlight the word or words to be made a link (1).
6. Click the hyperlink symbol (2) in the Editor toolbar
7. Another window will pop up.
8. Right-click the URL area and click Paste or press Ctrl+V to insert the URL. 
9. If desired, add a Title (1). The title will appear if any end users rollover the link, and should name the policy (or other webpage) the user will be visiting.
10. Click OK (2).
    
11. Now that the link is created you will want to test it to ensure it opens the target URL correctly. 
    To do this, click the Preview button at the bottom of the policy to test the link in the Preview window to verify it worked.

Removing a hyperlink

1. Highlight the hyperlinked text.
2. Click on the Unlink symbol located just to the right of the hyperlink symbol.
   
3. The link has been removed.

This article applies to the following user roles: