Customize Table of Contents

[vridhituli]

Hi team,

I am using the training document as a default template for Work Instructions. I wanted to know if there is a way to customize Table of Contents? That way, any user can skip to the part they are interested in. Can I customize it in a way that the search ability for a user gets easier? They won't have to go through a series of steps to learn about a particular step.

Can I customize table of contents to reflect each action/step as opposed to screen titles?

Let me know.

Thanks,

Japneet

[DirkManuel · Accepted solution]

You can certainly customize how many levels are shown in the Documentation Settings resource, and you can choose whether the Step Titles or Screen Names are used as the headings in the same place. You can change the look of the TOC by editing the various TOC Styles in the Word document template.

[vridhituli · Accepted solution]

Hi Dirk,

Thanks for your response. Can I please request you to show me through a screenshot? I can follow that path and see how I can work through the steps and reach a solution. That would be great.

Thanks,
Japneet 

[DirkManuel · Accepted solution]

Well, it looks like this new platform won't let me paste in images, but this video covers most of the details, and has all the screens in it: https://youtu.be/jvUxEpT9PO4?si=wPT2GE1AzOE6PjPA

[vridhituli · Accepted solution]

Thank you so much for your speedy and helpful response, Dirk. Your video is concise and yet well described to guide me to create a table of contents that adds value to my document. 🙂