Linking to a Policy From Within Another Policy

-

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)

NOTE: Viewing the tutorial requires Adobe Flash Player. For assistance, please contact your IT department.

==================================================

Linking to a policy from within another policy:

  1. Locate and open both policies in separate tabs by right-clicking each policy's  title and clicking Open in New Tab. 

  2. Select the existing, active policy to be referred to, or add as a reference.

  3. Click to highlight the policy's URL (or web address)
    - (e.g.- https://yoursite.policystat.com/policy/123456/latest/)
    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.

  4. Right click the URL and select copy or press Ctrl+C on your keyboard.

  5. Return to the tab of the original policy you are editing. (NOTE: Ensure the original policy is open as a draft or in Edit mode.

  6. Inside the Editor, find and highlight the word or words to be made a link (1).

  7. Click the hyperlink symbol (2) in the Editor toolbar

  8. Another window will pop up.  

  9. Right click the URL area and click Paste or press Ctrl+V to insert the URL. 

  10. If desired, add a Title (1). The title will appear if any end users rollover the link, and should name the policy (or other web page) the user will be visiting.

  11. Click Submit (2).


  12. Click the Preview button at the bottom of the policy

  13. Click 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:

owner.png approver.png aeditor.png amanager.png siteAdmin.png

Have more questions? Submit a request

Comments