How to Create And Use Anchor or Bookmark Links

🚀 Step-by-Step Anchor Link Guide

Follow these instructions to add internal navigation links to your systems:

📝 1. Open the System & Click Edit

Navigate to the specific system you wish to update and click the Edit button to begin making changes.

⚓ 2. Add an Anchor

1. Scroll down to the specific section or heading you want users to jump to.
2. Highlight the text (usually a section heading).
3. Click the Anchor button in the editor toolbar.
4. Enter a memorable anchor name.

📌 Quick Tip: Use simple, lowercase names and avoid spaces, for example, use answering-phone instead of Answering the phone.

🔄 3. Repeat for Other Sections

Add anchors to each section you want to link to.

Examples of anchor points:

• Answering the phone
• Transferring a call
• Taking a message
• Escalation steps

🔗 4. Create the Links

1. Go to where you want the clickable links to live, which is often at the top of the system page as a table of contents.
2. Highlight the text that users will click on.
3. Click the Link button in the toolbar.
4. Select Anchor as the link type.
5. Enter or select the specific anchor name you created in Step 2.

💾 5. Save and Test

1. Click Save or Publish to lock in your updates.
2. Test the new links to make sure they jump to the correct section of the page seamlessly.

🎉 You're All Set!

Your system is now much easier to navigate, helping your team find the exact instructions they need in a matter of seconds.