How to Upload a Document to a Quick Link

When adding or editing a Quick Link, you have the option to directly upload a file.

To upload a file to a Quick Link:

1. Add a new Quick Link or Edit an existing one. To learn how to add or edit a Quick Link, please see our Quick Links guides.

2. Select the blank circle next to Choose File 

3. Click the Choose File button and select the document you would like to upload.
   
   
   
   

4. Click SAVE 

Assurance Document Management

If you need a solution for storing a library of documents online, Ideagen Policy Logic recommends the Document Management function available in Assurance.

For a slightly quicker way to complete the below steps, see this video which starts from the Context Key requiring a link in PolicyConnect:

To upload a document to Assurance:

1. Log in to your Assurance site.

2. Click  Resources in the top menu

3. Select the Documents option from the drop-down menu 
   
   
   
   

4. Click on the Upload Documents button.
   
   
   
   

5. Drag and drop your file in the pop-up window that appears, or click on the Add Files button and select your file.

6. Select the relevant Document Category. This should match the PolicyConnect Module that relates to the document (e.g. Registration, Human Resources, Child Protection, Work/Occupational Health and Safety).

7. Click Start Upload to upload your file.
   
   
   
   

8. Click on the Key link of your new file. This will take you to the Details page.
   
   
   
   
9. Click Edit
   
   
   
   
10. Check the Publicly Downloadable box and then click the blue Update button to save your changes.
    
    
    
    
11.  You will then be redirected to the document's Details page. Copy the link in the Permalink field.
12. You can now share this link as you wish.

How to Link an External Document to a Context Key

Once you have uploaded a document to Assurance you may insert a link to this document within a Context Key by following the below instructions:

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 PolicyConnect Contextualisation Guides.

3. Edit the Context Key.

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

5. Highlight this text and click the Add Link button.

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

7. Click the return (or enter) key on your keyboard.

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

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 User Generated Content guides.