Introduction: Learn how to insert a hyperlink into a process tool. Hyperlinks will embed a hot link into a Work Plan, Check List, Script or Document. The hot-link will connect to any other part of TouchStone or to external websites.


Step 1: To insert a hyperlink open the toolbar of the Work Plan, Check List, Script or Document where you want the hyperlink.

Step 2: Highlight the “link word” (the word in your text that will become the hyperlinked word) in the Work Plan, Check List, Script or Document you are using.

Step 3: While the “link word” is selected, click the “Insert link” icon from the tool bar.

Step 4: When the link box appears use the down arrow and select the link type. If the link is an External Link, outside of TouchStone, select External Link.

Step 5: Type in the URL for the external link and click insert.

(Note: to create a hyperlink to an external link, the URL must include http:// at the beginning.)

Step 6: Click the desired link type. If the desired link item is within TouchStone, look through the link types and select the appropriate type. If your link is a job description, it will be under the job description type. If your link is a process in the Four Functions List, it will be under processes.

Work Plans-under Work Plans
Check Lists-under Check Lists
Scripts-under Scripts
Uploaded Files-under Uploaded Files
Forms-under Forms
Policy Notes-under Policy Notes

Step 7: When the link type is selected, the entire list of available item under that type will appear.

Step 8: Select the desired item and click insert.

Step 9: The link word will be highlighted in blue. Save the Work Plan, Check List, Script or Document by clicking the save icon. If you do not save your work the hyperlink will be lost.

(Note: If you are attempting to change an existing hyperlink from one link to another, you must delete the old link word, re-type it and then link it to the appropriate place.)