Creating Menus and Navigation in PageTiger

Menus help readers navigate content quickly and efficiently. Whether you're creating onboarding materials, training resources, document libraries, or content hubs, menus allow you to organise information and guide readers to the content they need — connecting individual documents into a seamless reader experience.

Creating a Menu

Before you start, make sure you've finished creating all your content — anything you need to link to will then be available to select when building the menu.

To create a menu, navigate to Documents > Settings > Menus and click Add Menu. Give your menu a meaningful name so it can be easily identified by other administrators, and select its native language to help maintain consistency across translated content.

Menus are created at account level, which means the same menu can be reused across multiple documents.

Styling Your Menu

Before adding navigation items, it's worth taking a few moments to customise the menu's appearance:

• Background Colour: the primary colour used throughout the menu.
• Hover/Selected Colour: how menu items appear when readers interact with them.
• Text Colour: should provide sufficient contrast to keep menu items easy to read.
• Submenu Arrows: a visual indicator that additional items are available within a submenu.
• Submenu Colouring: controls whether submenu items inherit the styling of their parent item.
• Separators: help visually distinguish groups of menu items and improve readability.

Taking a few moments to style your menu can improve navigation and help reinforce your organisation's branding.

Adding Menu Items

Menu items are the building blocks of your navigation structure. Each item includes settings that control how it appears and behaves — starting with a clear title that describes its purpose.

Submenus let you group related content together rather than displaying a long list of options. For the best user experience, we'd recommend including no more than 8 items within a submenu. Submenus can also be nested one level deep for more structured navigation.

Linking to Documents and Versions

Document Links allow readers to open other PageTiger documents directly from the menu — particularly useful for document libraries, learning pathways, or resource hubs. For the best reader experience, we'd recommend setting the target to open in a new window, so readers can access the linked document while keeping their original content open. You can also choose to open the document on a specific page.

Version Links work similarly, but give you more precise control by directing readers to a specific version of a document. Temporary Links are particularly useful when reviewing or testing content before publication.

Web Link URL items direct readers to external websites, ideal for linking to company sites, support resources or third-party content. Jump to Page items move readers to a specific point within the current document — a useful shortcut for lengthy content.

Search and Interactivity Items

Search within Document allows readers to search the content of the document they're currently viewing — especially useful for lengthy documents.

Search within Menu expands the search experience across every document connected through the menu, making it easier for readers to locate information across a larger content hub or resource centre. Protected documents will only appear in search results if the reader has the appropriate access rights.

Activate Interactivity allows readers to launch interactive elements — such as forms, surveys, assessments and pop-ups — directly from the menu.

Applying a Menu to a Document

Once your menu has been built, open the Document Dashboard, click Settings, select the Menu tab, and choose your menu from the dropdown list.

With the menu applied, readers can quickly move between content, access resources, and interact with information, all from one central location.