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Procore

Create a Link

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Objective

To create a link to a location within the Training Center or an external website. 

Background

Links are used to create a path for a user to follow when navigating your Training Center or for a user to refer to an external website outside of the Training Center. They are versatile with many use cases and serve as a key component to organize content. 

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Steps

  1. Navigate to the page where you want a link to exist.
  2. Click Edit and select Edit Live.
  3. Highlight the text or image you would like to turn into a link. 
  4. Click the Link Icon in the toolbar or Right-Click with your mouse and select Create Link.
    support-site-create-link.png
  5. Within the 'Create a Link' window, use one of the following functions to search for content to create a link to or paste in an external link:
    • Paste a link: In the 'Link to' field, use the CTRL + V keys on your keyboard to paste in an external website URL link and include 'https://'. 
    • Search for a link: In the 'Search' tab, use the search bar to find content on support.procore.com or your Training Center. The best match result will appear at the top. 

      LINK.png
    • Browse for a link: In the 'Browse' tab, use the + or - signs to navigate your Training Center Site Map to click a page that already exists, or navigate the support.procore.com resources under the 'Home' folder. 

      link2.png
  6. Click the corresponding folder under the 'Browse' tab or click the desired search result under the 'Search' tab to ensure the desired content is listed under 'Link to'. 
  7. Select one of the following options under the 'Link Options' area. If no option is specified, it will always be selected as 'Default'. 
  • Default - When the link is clicked by a user, they will stay in the same tab of their browser and be directed to the linked page.
  • Open in new window - When the link is clicked by a user, a new tab will open in their browser to display the linked page.
  • Open in contextual help overlay - When the link is clicked by a user, a small box will open on top of the page they are currently viewing, and that box will display the linked page's contents.

 7. Click Save Link.