FAQ: How can I insert a link from one section of a budget document to another?

To insert a link from one section of a budget book or other document type to another, you'll first need to copy the URL, or website address, of the page you to which you wish to create a link. Follow these steps to get the URL:

Note: You can click on the image above to zoom in.

1. From the upper right corner of the document editor screen, select Preview Document.
2. In the web version of your document, navigate to the page you intend to link to from elsewhere in the document.
3. Select the URL from the top of your web browser to highlight it. Then, copy it to your computer's clipboard. Note: You can copy the link by right-clicking with your mouse and selecting Copy, or by typing Ctrl + C on your keyboard (Command (⌘) + C if you are using a Mac keyboard).

Once you have the URL of the budget book page to which you wish to create a link, navigate to the page of the budget book in question, and follow these steps:

Note: You can click on the image above to zoom in.

1. In a text content block, select the hyperlink icon🔗 from the rich text editor menu.
2. Specify the displayed text, and paste in the copied link URL. Note: You can paste the link by right-clicking with your mouse and selecting Paste, or by typing Ctrl + V on your keyboard (Command (⌘) + V if you are using a Mac keyboard).
3. Select the Insert button.

Ready to learn more about what you can do with content blocks in documents? 

Learn more with these articles:

• Document Building - Utilize Content Blocks
• Document Building - Content Blocks - Text
• Document Building - Content Blocks - Images
• Document Building - Content Blocks - Tables
• Document Building - Content Blocks - Custom Charts
• Document Building - Content Blocks - Custom Spreadsheets