How to Create And Use Anchor or Bookmark Links
Anchor links allow you to create quick navigation within a system, policy, or training document. They’re especially useful for longer processes, as they allow users to jump directly to specific sections without scrolling.
1. Open the System & Click Edit
2. Add an Anchor
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Scroll to the section you want users to jump to.
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Highlight the text (usually a heading).
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Click Anchor in the toolbar.
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Enter an anchor name.
Tip: Use simple names and avoid spaces.
3. Repeat for Other Sections
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Add anchors to each section you want to link to.
Examples:
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Answering the phone
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Transferring a call
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Taking a message
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Escalation steps
4. Create the Links
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Go to where you want the links (often at the top of the system).
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Highlight the text users will click.
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Click Link.
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Enter the anchor name you created.
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Select Anchor as the link type.
5. Save and Test
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Click Save.
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Test the links to make sure they jump to the correct section.