- To understand how to insert hyperlinks into a policy
- PolicyStat Editor
A hyperlink is a computer command that links one file or webpage to another file or webpage. In PolicyStat, these links can link one policy to another, link to an outside webpage, or link to a file located on a shared drive.
The tutorial below addresses the basics of how to create and insert a hyperlink in the PolicyStat Editor.
Insert Hyperlinks (01:35)
- Select and highlight the text to be made into a hyperlink.
- Click the Link button from the PolicyStat Editor toolbar.
- A pop-up window appears. Enter the URL (website address) for the website or the path to the file that end users should be directed to (1).
- With the site URL entered, click OK (2).
- The text with a link should 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 visits the appropriate website or opens the appropriate file.
- If the link visited the appropriate website or file, you are all done!
If not, revisit the draft and review the URL that was entered.
There are a few options for how a link will open available from the Target tab.
|<not set>||The default setting that opens the link in the same browser window or tab as the document.|
|<frame>||Opens the linked web page in the frame specified in the Target Frame Name text box (visible after selecting <frame>.|
|<popup window>||Opens the linked web page in a pop-up window.|
|New Window (_blank)||Open the linked web page in a brand new browser window|
|Same Window (_self)||Open the linked web page in the same browser window|
|Topmost Window (_top)||Opens the linked web page in the topmost frame...
that is, the new page fills the entire window.
|Parent Window (_parent)||Open the linked web page in the "parent" browser window.
This is applicable when you add a link that is embedded in an iFrame.
If necessary, adjust the communication protocol settings. The default is http:// but other options include
Linking from PolicyStat to a file on an Internal Shared Drive
The correct URL path format will need to be similar to this and use <other> as the protocol ->
Linking to PolicyStat Documents
When creating a hyperlink from one PolicyStat document to another or from any source to a PolicyStat document each new version of a policy is assigned a new PolicyStat ID number. When creating the hyperlink to a PolicyStat document (e.g.- https://yoursite.policystat.com/policy/123456/latest/), be sure to have "/latest" at the end of the URL to ensure the address will always redirect to the latest approved and active version of the policy.
A document pending approval can be linked by adding "/latest" to end of the URL of the pending document when embedding it into a document. When the document is approved it will always redirect to the latest approved version as new versions are approved and replace it.
This article applies to the following user roles: