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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

  • Scroll to the section you want users to jump to.

  • Highlight the text (usually a heading).

  • Click Anchor in the toolbar.

  • Enter an anchor name.

Tip: Use simple names and avoid spaces.


3. Repeat for Other Sections

  • Add anchors to each section you want to link to.

Examples:

  • Answering the phone

  • Transferring a call

  • Taking a message

  • Escalation steps


4. Create the Links

  • Go to where you want the links (often at the top of the system).

  • Highlight the text users will click.

  • Click Link.

  • Enter the anchor name you created.

  • Select Anchor as the link type.


5. Save and Test

  • Click Save.

  • Test the links to make sure they jump to the correct section.