Resources and documentation links

A resource is a reusable pointer to help material. Create one with New content, then Documentation link. Steps, tips, launchers and resource centres reference resources instead of embedding URLs, so a URL change is made once.

Fields

Field	Notes
Type	document, link, video, faq, contact
Address	An https: URL
Open in	New tab or same tab in the studio. The schema also defines panel and modal
Summary	Short description shown in lists

From a step you can attach documentation links directly (the New link shortcut creates the resource and attaches it).

How links open

Links open with noopener. When a resource opens in an embedded viewer it uses a sandboxed iframe (see the security rules in packages and rules).

Worked example

1. New content, Documentation link: "Policy number format". Type document, address https://intranet.example.com/policy-numbers, open in new tab.
2. Open the intake walkthrough, step 2, and attach the link under documentation links.
3. Publish both. The step shows the link; changing the URL later means editing one resource.

Gotchas

• Only https: addresses are accepted by the form.
• panel and modal open-in modes exist in the schema but the studio form offers only new tab and same tab.
• Many internal sites send X-Frame-Options or a CSP frame-ancestors header, so an embedded viewer may show nothing. Use new tab for those.
• Exports bundle the resource, not the document it points at. If the target is private, readers need access to it on their own.