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How do I Add a Hyperlink to my Documents and Email Templates?

Updated over a month ago
  1. Open the Editor

    • Go to Settings → Templates & Files → Document Templates (or Email Templates).

    • Click Edit on the template where you want to add the link.

  2. Highlight the Text or Image

    • In the editor, select the text or image you want to turn into a hyperlink.

      • Example: highlight Click Here to View Our Menu.

  3. Click the Link Icon 🔗

    • On the toolbar, click the chain link icon (as shown in your screenshot).

    • A pop-up box will appear with two fields:

      • URL: Paste the web address (e.g., https://www.rockymountainhotel.com/menus)

      • Text: Enter the text to display (if not already filled in).

  4. Choose Link Settings (optional)

    • If you want the link to open in a new tab, check “Open in new tab.”

  5. Click “Insert”

    • The hyperlink will now be added to your document or email template.

    • It will appear as clickable, usually underlined and blue.

  6. Save Changes

    • Click Apply or Save (top right corner) to confirm your edits.


💡 Example

If you want to link to your hotel’s website:

Text: Visit Our Website
URL: https://www.rockymountainhotel.com


Open in new tab

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