• Formatting
  • Auto Copy Text
  • Headers and Footers
  • Styles
  • Working with Tab Markers
  • Working with Group Tab Markers
  • Add a watermark
  • Add lines, borders and shading
  • Add note numbers
  • Add page numbers
  • Add smart currency symbols
  • Add smart underlines
  • Create a freeze
  • Create a table of contents
  • Create charts and graphs
  • Create lists
  • Graph properties
  • Image Manager
  • Insert a document or object
  • Insert a page break
  • Insert a picture
  • Insert note number references
  • Insert page number references

Create a table of contents

You can automatically generate a table of contents for your document based on existing styles and page numbers, or customize the table of contents by specifying the paragraphs you'd like to reference using markers.

To create a table of contents:

1. Position your cursor where you want to insert the table of contents.
2. On the ribbon, click Insert | Table of Contents.
3. The Table of Contents dialog displays. Enter a title for the table of contents or click … to generate the title using a calculation. Customize the title's font and justification if required.

4. Complete any additional settings as required:

   Option	Description
   Page Title	Enter a title for the page in the table of contents or click … to generate the page title using a calculation. Customize the page title's font and location if required. If you select left, center or right aligned, you can increment the Position field to offset the page title from the left margin.
   Page Numbers	Select a location for the page numbers within the table of contents. If you select left, center or right aligned, you can increment the Position field to offset the page numbers from the left margin.
   TOC number	Select which table of contents you are creating (if you are creating more than one). Main TOC is selected by default.
   Skip single entries	Select to exclude entries from the table of contents that begin with a single character.
   Restart page numbering starting at page	Select if the page following the table of contents needs to begin at a specific number, then specify the new page number.
   Automatically calculate TOC length	Select to have CaseView automatically determine the number of pages required for the table of contents. This option is selected by default.
   Specify TOC length	Select to specify the number of pages required for the table of contents. This option may improve performance when viewing the Print Preview.

5. Click the Format Levels tab. Select a Format Level and choose the formatting attributes that apply to that level in the table of contents. Repeat this step for as many levels as you want to customize (up to 10 total).
6. Click the TOC Entries tab. Assign the customized format levels to each style as required. If you do not assign a format level to a style, paragraphs with that style will be excluded from the table of contents. Click OK.

The table of contents is added to the document. To view the table of contents, click File | Print | Print Preview.

Create a table of contents marker

You can reference specific paragraphs in the table of contents that would otherwise be excluded using a table of contents marker.

To create a table of contents marker:

1. Position your cursor on the paragraph you want to reference in the table of contents.
2. On the ribbon, click Home | Paragraph.
3. In the Paragraph Properties dialog, click the TOC Marker tab.
4. Select Table of Contents Marker.

5. Complete any additional settings as required:

   Option	Description
   Use paragraph contents in Table of Contents	Select to duplicate the text on the marked paragraph in the table of contents, or clear this option and enter custom text in the field below.
   Show page number	Select to display the page number for the marked paragraph in the table of contents.
   Skip	Specify whether to allow the table of contents marker to have its own skip condition.
   Applicable Table of Contents	Specify whether the table of contents marker displays in the main table of contents, the secondary table of contents, or both. You can also define the format level of the marker for each selection.

   Click OK.

A green chevron displays in the Style window denoting the table of contents marker. The marked paragraph is now referenced in the table of contents.