Saturday, September 22, 2012

Zip! Create a table of contents in two steps

AppId is over the quota
AppId is over the quota

Word makes it really easy to create a Table of Contents (TOC). It's a two-step process:  first you assign a "style" to each heading in your document, and then you tell Word where to create the TOC.

Let's say you're creating a sales proposal to convince Fabrikam, a medical-device distributor, that they need your line of ultrasound products. You have sections for product specifications, a product catalogue, pricing, and more. You need to roll all of them up into one TOC, so Fabrikam's CIO can see at a glance what you'll cover at the pitch meeting.

A style is a set of formatting instructions that you apply to a heading such as its font, size, and color.

Let's start by assigning a style to the top-level heading in your document.  Select the heading, and then go to the Styles group on the Home tab, and click Heading 1.

 Now select all sub-headings and apply the Heading 2 style:

After you've assigned styles to all headings and sub-headings in your document, you are ready to create the TOC.

 Place the cursor in your document where you want to create the TOC. Then on the References tab, click Table of Contents and choose Built-In Automatic Table 1 or Automatic Table 2. (The only difference is the name for Automatic Table 1 is Contents, and the name for Automatic Table 2 is Table of Contents.)

You're done!  Word has built the TOC and put it just where you want it.

Now that you've defined and created your TOC, it's easy to update it if you make changes, such as adding new sections or changing section titles.

Check out these additional resources:

Training: Create and customize a table of contents

Video: Word of the week: TOC (changing levels and formatting)  

Video: Manage your long documents in Word

Add a table of contents for each section of your document

Add sections to your table of contents

Create a table of contents for multiple documents


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