Learn how to add, edit, and organize links on your tool's info page to provide customers with quick access to resources.
Who is this for?
Users who want to create helpful info pages with links, files, and articles for their customers.
Prerequisites
A tool with the Info Page module enabled
Access to the tool detail page
What you can add
URL links: Direct links to external websites
File uploads: PDFs, images, documents for customers to download
Articles: Custom content written in a rich text editor
Step-by-Step Instructions
1. Navigate to Your Tool's Page Section
Go to the Tools page and click on your tool
Find the Page section
Click Edit in the Page section
IMAGE HERE (Screenshot of the tool detail page showing the Page section with the Edit button highlighted)
2. Preview Your Page (Optional)
Before making changes, you can preview how customers see your page:
Click Preview to see the current page
This opens the page as customers would see it
IMAGE HERE (Screenshot showing the Preview button in the Page section)
3. Add a New Link
In the edit mode, click Add Link
The link creation form will appear
IMAGE HERE (Screenshot of the Page edit interface with the Add Link button highlighted)
4. Configure Link Details
Enter the name that customers will see
Keep it clear and descriptive (e.g., "Opening Hours", "Menu", "How to Use")
Click on the icon selector
Choose an icon that represents your link
This helps customers quickly identify the link type
IMAGE HERE (Screenshot of the link creation form showing the Link Name field and icon selector with various icon options)
5. Choose Link Type
Select one of three link types:
#### Option 1: URL
Select URL as the link type
Enter the complete URL in the URL field
Include https:// or http:// at the beginning
Example: https://www.example.com
IMAGE HERE (Screenshot showing the link type dropdown with URL selected and the URL input field)
#### Option 2: File
Select File as the link type
Click the file selector button
Choose a file from your device to upload
NEEDS CONFIRMATION: Maximum file size and accepted file types
IMAGE HERE (Screenshot showing the link type dropdown with File selected and the file upload button)
#### Option 3: Article
Select Article as the link type
Enter an Article Title
Use the rich text editor to write your article content
Format text, add headings, lists, and more using the editor toolbar
IMAGE HERE (Screenshot showing the link type dropdown with Article selected, the Article Title field, and the rich text editor with formatting toolbar)
6. Save Your Link
After configuring all details, click Save Changes
Your link will appear in the page links list
IMAGE HERE (Screenshot showing the Save Changes button at the bottom of the link creation form)
7. Reorder Links
To change the order of links on your page:
Find the link you want to move
Click and hold the handle on the left side of the link
Drag the link to the desired position
Release to drop it in place
Click Save Changes to apply the new order
IMAGE HERE (Screenshot showing the links list with drag handles on the left side of each link, with one link being dragged to a new position)
8. Edit an Existing Link
Hover over the link you want to edit
Click the Edit icon (pencil icon)
Modify any settings (same options as adding a link)
Click Save Changes
IMAGE HERE (Screenshot of the links list with the edit icon highlighted when hovering over a link)
9. Hide a Link
To temporarily hide a link without deleting it:
Find the link you want to hide
Click the trash icon
The link will be hidden from customers but not deleted
IMAGE HERE (Screenshot showing the trash icon on a link in the list)
10. Show a Hidden Link
To make a hidden link visible again:
Find the hidden link in your list
Click the plus icon on the link
The link will become visible to customers again
IMAGE HERE (Screenshot showing a hidden link with the plus icon to restore visibility)
Expected Result
Links appear on your info page in the order you arranged them
Customers can click links to access URLs, download files, or read articles
Hidden links don't appear to customers but remain in your dashboard
Changes are live immediately after saving
Common Mistakes
Broken URLs: Always test URL links to ensure they work correctly.
Unclear link names: Use descriptive names so customers know what to expect when clicking.
Wrong icon choice: Choose icons that match the content type for better user experience.
Forgetting to save order changes: After reordering links, remember to click "Save Changes".
Deleting instead of hiding: Use the trash icon to hide links temporarily, not to delete them permanently.
Troubleshooting
Link not appearing: Ensure you clicked "Save Changes" and that the link isn't hidden (check for the plus icon).
Can't reorder links: Make sure you're clicking and holding the handle on the left side of the link.
File won't upload: Check the file size and format. NEEDS CONFIRMATION: Specific file size limits and accepted formats.
Article editor not working: Try refreshing the page. If issues persist, try a different browser.
URL not clickable: Ensure you included https:// or http:// at the beginning of the URL.
Best Practices
Organize logically: Group related links together and order them by importance or frequency of use.
Use clear names: Avoid jargon or abbreviations that customers might not understand.
Test everything: Click all links and download all files to ensure they work correctly.
Keep it concise: Don't overwhelm customers with too many links. Focus on the most important resources.
Update regularly: Remove outdated links and keep content fresh and relevant.
Mobile-friendly: Remember customers will likely view on phones, so keep link names short.
Next Steps