How to Insert Table of Contents

Sophie

How to insert Headings for TOC

 

 Table of Contents in StepShot Guides is formed by headings you add. Correspondingl, each heading = one item in table of contents

To insert Table of Contents page in StepShot Guides, you need to add headings each of which will be assigned to a respective page number.

Correspondingly, each heading = one item on the table of contents including a page number.

 To add the heading to the step, click on: 1) + 2) H and enter the name of the heading Please note! If your guide doesn't include headings, the table of contents will be not displayed on the exported document as well.

To add the heading to the step, click on:

1) “+

2) “H” and enter the name of the heading

Please note! 

If your guide doesn’t include headings, the table of contents will be not displayed on the exported document as well.

Table of Contents in PDF Template

 

 Then, choose 'PDF Document' as an output

Go to “Export & Publish” and choose ‘PDF Document‘ as an output

 Click on TEMPLATE VIEW

Click on “TEMPLATE VIEW

 Hover over the template and click on the icon to edit it (see screenshot)

Hover over the template and click on the icon to edit it (see screenshot)

 You will see the auto-message asking if you'd like to create the copy of this template. Press OK.

You will see the auto-message asking if you’d like to create the copy of this template. Press “OK.”

 You'll be redirected to page that allows editing templates. Click on Table of Contents.

You’ll be redirected to the page that allows editing templates. Click on “Table of Contents.

 Edit your table of contents however you want choosing different fonts and colors. Then, press Save

Edit your table of contents page and choose different fonts and colors. Then, press “Save

 Click on the template you've just created (1) and press Next (2)

Click on the template you’ve just created (1) and press “Next” (2)

 Here you'll be able to see the preview of how your template will look like. To see the preview of table of contents, press Next

Here you’ll be able to see the preview of how your template will look like.

To see the preview of the table of contents, press “Next

 If you're satisfied with the result, press Export (1) If anything still needs to be changed, return to TEMPLATE VIEW (2)

If you’re satisfied with the result, press “Export” (1)

If anything still needs to be changed, return to “TEMPLATE VIEW” (2)

 Once you're done with changes press Save and enjoy your branded PDF template

Once you’re done with changes, press “Save” and enjoy your branded PDF template

Table of Contents in Word Template

 

 Click on Export & Publish

Click on “Export & Publish

 Choose 'Word Document' as a layout

Choose ‘Word Document‘ as a layout

 Click on TEMPLATE VIEW'

Click on “TEMPLATE VIEW

 Make sure you're all set with variables (or delete them).

Make sure you’re all set with variables (or delete them).

 Hover over the template and click on the icon to edit it (see screenshot)

Hover over the template and click on the icon to edit it (see screenshot)

 You will see the auto-message asking if you'd like to create the copy of this template. Press OK.

You will see the auto-message asking if you’d like to create the copy of this template. Press “OK.”

 Click on .docx file to open your template

Click on .docx file to open your template

 Once done, find the table of content and press update table of contents. (1) Then, choose update entire table (2) and press OK

Once done, find the table of content and press “update table of contents.” (1)

Then, choose “update entire table” (2) and press “OK

 Make the edits you like, save the result and enjoy your branded Word template. Please note! Table of contents is available in such Word templates as: booklet, internal procedure, SOP, work step instruction

Make the edits you like, save the result and enjoy your branded Word template.

Please note!

In StepShot Guides, you can insert Table of contents page in such Word templates as booklet, internal procedure, SOP, work step instruction.

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