Editing a Reference (Compendium Items)

Adding a reference to a compendium item is a great way to give users more information about the item or another way of visualizing its content. References can be protocols, links, videos, PDFs, photos and more! Outside of admin mode, compendium items with a reference will have a link icon next to them -- users can click on it to see the reference!

To edit the reference of a checklist item, make sure that admin mode is enabled.

  1. Open the item's binder
  2. Press the white Edit button next to the item you want to edit.
  3. There are two ways to add a reference
    1. Upload a file. Drag and drop the file into the Drag your file here or click to upload field or click on the box to upload it
    2. Link to a website. You can link to it in the Item Reference field

Good to know: You can use a knowledge item as a reference! Copy and paste the URL of the knowledge item into the field. You can find the URL by opening the knowledge item and copying the link. 

  1. Click Update

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