Hyperlinks in Documents

Use hyperlinks to quickly navigate to another section within your Wdesk document. You can create hyperlinks in section headers, footers, table of contents, or any area of your document, presentation, or workbook.

NOTE: The SEC doesn't allow hyperlinks to external website in SEC filing documents unless they are to SEC.gov.

Creating Hyperlinks to Document Sections

  1. Select the text you want to make a hyperlink. To select text in a table cell, double-click the cell to make the cell active and then select the text.

  2. On the Edit tab, click Insert > Hyperlink. The text you selected appears in the Display field of the Insert Hyperlink box.

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  3. Select a section of the current document from the list of options and click Apply Hyperlink.

TIP: The most common hyperlink in Wdesk documents is a hyperlink to the Table of Contents, usually in the header.

Hyperlinking to Documents in the Project

When hyperlinking to another Wdesk document, make sure all files are in the same project. If they are not in the same project, the links will not work.

  1. Open the project containing the document and go to the Filing tab.

  2. Generate EDGAR Documents if you have not done so already.

  3. Find the HTML filename in the Documents Details at the bottom of the Filing tab.

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  4. Write down the complete name of the file, including the .htm.

  5. Select the text you want to make a hyperlink. To select text in a table cell, double-click the cell to make the cell active and then select the text.

  6. On the Edit tab, click Insert > Hyperlink. The text you selected appears in the Display field of the Insert Hyperlink dialog box.

  7. In the URL field, type the full name of the document.

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Editing Hyperlinks

To edit a hyperlink:

  1. Select and right-click the hyperlink, then select Edit Hyperlink.

  2. Make changes the hyperlink, select a different section or change the display name and click Apply Hyperlink.

Exporting Documents with Hyperlinks

When you export a document, it includes working hyperlinks to external websites that you have in your document. However, internal links to Wdesk documents will not work.

Testing Hyperlinks

After adding hyperlinks, you can test them by re-generating EDGAR documents and viewing the .htm files. To do this, follow the instructions in the Filing Wizard - Generate EDGAR Documents article.

What's Next

Now that you’ve added hyperlinks, here is related information you might be interested in: