Part 1 · Communicating and meeting

Link pages

Publish a public page that gathers the links of each person, of a client organization or of an event, with a QR code to place in an email signature.

Symbifox 18.0 (September 2026 catalogue) · Modules: Link Pages · Revised 2026-10-18

Watch it

The Link pages application publishes, under a short address, a page that gathers every way to reach a person: appointment booking, secure file upload, meeting room, email, phone numbers, social networks. It also publishes the welcome page of a client organization, the one you send when an engagement starts. And it produces a QR code in your colours that the person places in an email signature or on a business card. It serves anyone who has a signature, and the person who manages the organization's image. The result: a page that stays accurate when a link changes, without anyone editing it.

Overview#

A link page looks like what hosted link-page services offer, with one fundamental difference: the links are not copied. They are read from your database when the page is displayed. A person's booking link, secure upload page, email and phone numbers already exist in Symbifox. When one of them changes, the page follows. A QR code already printed still leads to the right place, since it encodes the page's address and not the link's.

There are three kinds of page. A page linked to a person belongs to a contact or an employee, inherits a template assigned by group and lives as long as the person does. A page linked to an organization belongs to a client company: it gathers who to talk to at your firm, where to drop a document and where to find their own things in the portal, and it is the link you put in the welcome email. A one-off page has no owner: it serves an event or a file. It gets an expiry date at creation, so that forgetting it closes it rather than leaving it open.

An organization page differs on three points, and all three are precautions. Its address is drawn at random instead of derived from the client's name, because a guessable address can be read by anyone who knows your client list. It carries an expiry, and its advisor is warned before it closes, so that a client does not land on a vanished page in the middle of an engagement. And its portal links appear only when someone in the organization actually has an account: a button that opens nothing but a login screen is the worst link a welcome email can carry.

Each page is made of links. A link has a source: either an address entered by hand, or a source resolved from the database. Resolved sources are appointments, secure upload, meeting room, contact email, office phone, mobile, direct line, toll-free number, website and social networks. A template combines a set of links and a look (layout, theme, accent colour). It applies automatically to the members of the targeted groups.

The public page adapts to the light or dark theme of the visitor's device, offers a French and English switcher, and has a button to add the person to one's contacts. It counts its visits, and each link counts its clicks.

This module is published but absent from the Boréal demo. This chapter describes it from its documentation and its declared screens, without screenshots (module published, not illustrated).

Configuration#

Access and permissions#

Two permission groups are offered in Settings › Users & Companies › Users:

The Configuration menu appears only to members of the Link page management group.

Settings#

The settings are in Link pages › Configuration › Settings, which opens the matching section of General Settings. They are arranged in three blocks:

Two buttons come with the scheduled run. Run now starts the run without waiting. Set the frequency opens the scheduled job so you can change how often it runs.

Base data#

Eight templates are provided at installation. Before opening pages to a whole team, review them in Link pages › Configuration › Templates. Check the links they add, the targeted groups, and which one serves as the default template. A page linked to a person receives its group's template, otherwise the default template.

Each template targets either person pages or organization pages, and there is one default template for each of the two targets. The template “Accueil d'une organisation cliente” (client organization welcome) is the one organization pages receive: user groups play no part there, since a company belongs to no group. The delivered templates keep their French names whatever the user's language.

The branded QR code takes its logo from the company logo, set in Settings › Users & Companies › Companies. This logo must be a raster image (PNG or JPG). An SVG logo, valid everywhere else, cannot be embedded in a QR code, and the record says so.

Getting started#

This walkthrough creates Camille Tremblay's page, then downloads her QR code. It assumes the Link page management permission.

1. Go to Link pages › Pages, then select New.
2. Enter the Title: “Camille Tremblay”.
3. Enter the URL slug: “camille-tremblay”. Use lowercase letters, digits and hyphens only: it is the end of the public address.
4. In Page type, keep “Linked to a person”, then choose Camille Tremblay as the Contact and as the User.
5. Choose a Template. Its links are added in the Links tab, and its look is copied to the page.
6. In the Links tab, check the Resolved address column. A link whose address stays empty will not appear on the page.
7. Select Publish, then View page to open it in a new tab.

Result: the page is live at the Public address shown on the record. In the QR code tab, the Preview shows the code as it will be downloaded. Select Download to get the PNG file to insert in an email signature.

Common tasks#

Create a person's page from their contact record#

When the automatic run is off, or for a contact who is not an employee, create the page from the contact record.

1. Open Contacts and the person's record.
2. Among the quick-access buttons, select Link pages.
3. Select New. The contact is already set, and the template of the person's group applies.
4. Adjust the Title and the URL slug.
5. Select Publish.

Result: the quick-access button on the contact record counts one more page.

Create a client organization's page#

This page is the entry point you send when an engagement starts. It is created from the company record, and there is only one organization page per record.

1. Open Contacts and the company record. The button appears only on a company record, and only while no page exists.
2. Among the quick-access buttons, select Organization page. The page is born published, with an address drawn at random and an expiry already set.
3. Check the Advisor: this is the person at your firm whose calendar, email and secure upload the page opens. It is proposed from the record's salesperson, then left as it is.
4. Fill in Appointment type offered. Without it the booking link does not appear: the search would take the first public type, which is often the discovery call, and offer it to a client you already serve.
5. In the Statistics tab, compare Link Count and Displayed links: portal links appear only when someone in the organization has an account, and the invoice and project links also require that there be something to see.
6. Add by hand the addresses specific to that client, such as their shared folder, using the “Manual address” source. Those links are never replaced by the template.
7. Select View page to read it over before sending it.

Result: a short, discreet address to paste into the welcome email. The advisor will be warned before the expiry, and Extend expiry moves it by the configured lifetime.

Create a one-off page#

A one-off page serves an event, a file or a campaign. It has no owner and closes on its own.

1. Go to Link pages › Pages, then select New.
2. In Page type, choose “One-off”.
3. Enter the Title and the URL slug.
4. Check Expires on. The date is set in advance from the lifetime configured in the settings. Adjust it or clear it.
5. In the Links tab, add the links you want, with the “Manual address” source for external addresses.
6. Select Publish.

Result: the page is live until the expiry date. After that date, it responds like a page that does not exist. A one-off page does not offer the business card, since it carries no person.

Add a link to a page#

A link added by hand survives the template refresh: only links set by a template are replaced.

1. Open the page in Link pages › Pages.
2. In the Links tab, select Add a line.
3. Enter the Label and, if needed, the Details (a line under the label) and the Icon.
4. Choose the Source. For “Manual address”, fill in the Address; for any other source, the address is resolved from the database.
5. Save, then check the Resolved address of the new line.

Result: the link appears on the public page at the next visit. A social network link shows in a row of icons under the main links, without a label.

Hide a link without deleting it#

You can take a link off the page while keeping it in the list, which preserves its click statistics.

1. Open the page, then the Links tab.
2. Turn off Shown on the line concerned.
3. Save.

Result: the link disappears from the public page. The line stays visible in the tab, greyed out, and turning Shown back on puts the link back online.

Set the page's look#

Layout and theme are set per page, independently of each other, in the Presentation section of the form.

1. Open the page in Link pages › Pages.
2. In the Presentation section, choose the Layout: cards, raised cards, minimal, solid buttons or technical.
3. Choose the Theme. “Device setting” follows the visitor's preference; the other two force one look.
4. Check or clear Offer the business card, then choose the Accent color.
5. If needed, enter the subtitle under the title, the photo at the top of the form, and the text of the Presentation tab.
6. Save.

Result: the public page reflects your choices at the next visit. The light/dark toggle button and the company logo appear on it by default; the form offers no setting to remove them. A visitor's light or dark choice is kept in their browser only.

Reapply the template#

After a template change, a page that the automatic run does not refresh can be updated by hand.

1. Open the page in Link pages › Pages.
2. Select Reapply template.

Result: the links that came from the template are replaced by its current version; links added by hand stay in place. The look (layout, theme, colour) is taken from the template again on this occasion, as at the first association.

Set up and download the QR code#

The QR code encodes the page's address. You download it once, then insert it in a signature or a printed document.

1. Open the page, then the QR code tab.
2. Check Logo in the center for a branded code. If needed, choose a QR code logo specific to the page; a square image gives the best result.
3. Choose the Plate behind the logo: “Code background”, “Code color” or “None”.
4. Set the Size, the Code color and the Code background.
5. Check the Preview, which is the actual rendering.
6. Select Download.

Result: a PNG file to insert in the email signature. If the chosen colours break the readability rules, the record shows a warning and the code falls back to black on white.

Close a page#

A closed page responds like a page that does not exist, without being deleted: its links and statistics remain available.

1. Open the page in Link pages › Pages.
2. Select Close.

Result: the State changes to Closed and the page leaves the Live filter of the list. Publish puts the page back online.

Read a page's statistics#

The counters tell you whether the QR code in a signature is actually used.

1. Open the page, then the Statistics tab.
2. Read Visits and Last visit for the page, and Clicks for each link.

Result: a marked gap between visits and clicks shows that people arrive and leave without opening anything.

Create a template#

A template adds a set of links and a look to every page of the targeted groups.

1. Go to Link pages › Configuration › Templates, then select New.
2. Enter the Name, then choose Applies to: person pages or organization pages.
3. For person pages, choose in Target groups the groups whose members receive this template. Leave it empty for a template applied by hand only.
4. Check Default template if this template should serve when no group template matches.
5. In the Links tab, add the lines: Label, Details, Icon, Source and, for a manual address, the Address.
6. Save.

Result: new pages in the targeted groups receive these links. Existing pages receive them at the next run if refresh is on, or through Reapply template.

Run the creation pass by hand#

After several employees join, or after a template change, you can start the daily run without waiting.

1. Go to Link pages › Configuration › Settings.
2. Select Run now.

Result: the missing pages of active employees are created in the configured state, and pages that follow a template are refreshed.

The menus, one by one#

This module is absent from the demo: the menus described here are the ones the module declares.

Link pages › Pages: the list of all pages. It shows the Title, URL slug, Page type, Contact, Template, Advisor, the Links and Displayed counts, Visits, Expires on and State. Useful filters: Live, Expired pages, One-offs, Archived. You can group by Page type, State and Template. This is the everyday working screen. On an empty screen, the help text recalls that a page gathers a person's links under a short address. It adds that booking and secure upload links are resolved from the database.

Link pages › Configuration: a grouping menu, visible only to the Link page management group.

Link pages › Configuration › Templates: the list of templates, with the Name, Applies to, Target groups, the Default template checkbox, the Layout, Theme, Accent color and the number of pages that follow each one. A template's look can be read in this list only: the form does not show it. The form has the Links and Notes tabs.

Link pages › Configuration › Settings: the Link pages section of General Settings, described in Configuration.

Reference#

Fields of the Link page form#

Fields of the Link form#

Fields of the Template form#

Reports and exports#

The application produces no PDF report. Two files can be downloaded. The first is the page's QR code as a PNG (Download in the QR code tab, for signed-in people only). The second is the person's business card (the “Add to my contacts” button on the public page). The card carries the same numbers as the page, in the same order, with the page's address as its website.

Automations#

A daily run creates the missing page of each active employee and refreshes the pages that follow a template, according to the settings. It never reapplies the look: a colour chosen on a page is not undone overnight. A one-off page closes on its expiry date without any task running, because the date is read at each display. Each page visit and each link click is added to the counters.

A second daily run closes nothing: it warns. It finds the organization pages that are about to close, writes on the page's chatter and schedules an activity for the advisor. The note and the activity are written in the language of the person responsible for the page (the advisor, otherwise the person who created it), date included. That is what separates the expiry of a welcome page from the expiry of a one-off page: the first one must surprise nobody.

Public pages and portal#

The page photo and the company logo are served by addresses specific to the module, so an anonymous visitor sees them without holding any right on the records.

Modules that extend this application#

Two modules make resolved link sources available. Without them, the corresponding source stays in the list, but its link is not displayed.

The upload sources come from the Secure transfers application.

A third-party module can add other sources; they then appear in a link's list of sources.

Understanding#

An unknown address always responds the same way. Nonexistent, draft, closed, archived or expired: the response is identical, a page not found. The module never redirects to a home page, because its address ends up in printed QR codes. A code that quietly landed on the wrong page could never be corrected. And an address that responded differently by state would tell an anonymous visitor which identifiers exist.

A link whose source goes silent disappears. The module does not make up an approximate address and sends no one to a home page. The gap between Link Count and Displayed links on the record is the only way to see that a source no longer responds.

The address starts with /l/. An identifier served at the site root would collide with the website, shop or blog pages, intermittently, depending on the language prefix. Two more characters in the QR code remove that whole family of failures.

The QR code is measured, not assumed. The branded code uses the highest error-correction level, because the logo hides part of the code, and the logo is limited to 22% of the side. Two mechanical rules apply to the colours: a contrast of at least 4 to 1, and a code darker than its background. The second is not a precaution of principle: tested with a decoder, a code lighter than its background does not scan at any size. The “Code color” plate exists for one specific case. A logo of the same shade as the background disappears, while the code itself still decodes perfectly.

The look applies only once. A template copies its layout, theme and colour to the page at the first association or on Reapply template. The daily run never touches them. Values that belong to the person (appointment type, meeting room) live on the page, never on a link, so they survive the refresh.

The theme choice stays with the visitor. Their light or dark preference is kept in their browser and never sent to the server: it is a display setting, not a tracker.

The business card is deliberately conventional. It uses the format most widely accepted by phones, with no duplicate numbers and with the page's address as the website. Saved contact details grow stale; the link to the page stays accurate.

Two languages, two real addresses. The English version has its own address, shareable and indexable. A template's labels are carried over language by language to the links it creates, so an English page does not silently fall back to French. The light/dark toggle button is labelled in the page's language. The names of the delivered templates stay in French, whatever the user's language.

Custom domains are out of scope. Each domain requires a proxy host and a certificate set up by hand: hosting work that does not belong to the module.

Troubleshooting#

See also#

• Appointments: the booking page that the “Appointment booking” source resolves.
• Secure transfers: the upload page that the “Secure upload” source resolves.
• Contacts: the records where email, phone numbers and website are read.
• Employees: the employee record, source of the office phone and of automatic page creation.
• Settings and brand identity: the company logo and colours.
• Website, blog and eLearning: the public site that hosts the pages.