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• Quick Links

• URL links embedded in Context Keys – from your existing document management system

• Customer User Generated Content – build out your own module.

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1. Ensure you have copied the link to your document.

2. Locate the Context Key you wish to add your file link to. To learn how to locate and edit Context Keys, please see our Managing your PolicyConnect Context Keys guides.

3. Edit the Context Key.

4. Enter the text you would like your link to display.

5. Highlight your text and then click on the Add Link button.
   

   

6. Enter your link in the text field that appears.
   

   

7. Hit the return key on your keyboard.

8. Click on the SAVE button in the bottom right corner of the pop-up window.

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User Generated Content

As an alternative to uploading or linking directly to a document, PolicyConnect Administrators have the option of building out their document as a custom module or page.

To learn how to do this, please see our Customer User Generated Content guides.