- To understand how to create anchor links within a policy
- To understand how to create heading deep links within a policy
- PolicyStat Editor
A hyperlink is a computer command that links one file or webpage to another file or webpage. As policies stored on PolicyStat are web-based, each policy is a webpage.
When creating hyperlinks within PolicyStat, users can link one webpage (or policy) another. For more on the process of copying the URL of one policy and pasting into another as a link, see this article. The process of sharing links can be further expanded to not just link from one policy to another, but to link to a specific section in the content of the linked policy.
This can be accomplished in one of two ways.
- Anchor Link
Anchor links are like bookmarks that can be placed within any content in the PolicyStat editor. Once an anchor is established, it can be linked to from any location on the current page or other external pages. When the link is clicked, the user who clicks will be taken directly to the anchored text on the page. If the link is clicked from an external policy or page, the user who clicks will be taken first to the policy in question, then the anchored text.
- Heading Deep Link
Any text created in the Editor that uses Header formatting will be automatically assigned a heading deep link. Any user who clicks the deep link will be taken to the policy in question and automatically jump to the header within the content.
For more on heading deep links, see this article.
The tutorial below addresses the basics of how to create and use an anchor link in within the PolicyStat Editor.
Create an Anchor Link
- Locate the area within the content to be anchored to. In other words, when a user clicks the link, where in the text should they be taken to?
- Click the Anchor button from the PolicyStat Editor toolbar.
- A pop-up window appears. Provide a name for the anchor link, and click OK.
- The anchor point will now feature a red flag icon to mark the anchor.
- Locate and select text elsewhere in the content where users will click to be taken to the anchor. This may often be a table of contents or other text.
- Click the Link button from the PolicyStat Editor toolbar.
- A pop-up window appears. Choose Link to anchor in the text as the Link Type (1) and set the anchor name (2) as your previously assigned anchor name. Click OK (3) when done.
- The linked text will appear blue and underlined.
- An important final step is to verify the link works. Scroll to the bottom of the draft and click Preview button.
- In the Preview window, click the link to ensure it moves to the appropriate location in the content.
Linking to Anchors Externally
The steps above describe linking to an anchor inside a policy. However, it may be necessary to link to an anchor from an external source (e.g. - Intranet page, another policy, a PDF, etc.). Doing so requires a few small modifications to the URL (web address) for the policy.
PLEASE NOTE: This requires an anchor to be present on a policy with a current status of Active.
- Copy the URL (web address) of the policy.
To copy the URL, click the URL (and ensure it is all selected). Next, either press Ctrl + C on your keyboard or right click with your mouse and select Copy.
- Paste the URL where you would like it to go.
- At the end of the URL, provide a # symbol (Shift + 3 on your keyboard) then the name of the anchor.
For example, this policy contains an anchor titled Test, and the final URL link to the anchor will look like this:
- Test the link to ensure it works.
This article applies to the following user roles: