Word: Add more levels to a TOC

By default, Word inserts a Table of Contents (TOC) with three levels of headings. For most people, that’s usually more than enough. However, for very long complex reports, sometimes you need to report more levels — in the case of my client, the regulatory body they were reporting to needed to see five TOC levels. Or perhaps three levels is too many, and you need to just show the Heading 1s.

It’s easy enough to change the TOC levels, but there’s a good chance they won’t indent correctly below the other TOC levels if you’ve set up TOC 1, TOC 2 and TOC 3 styles to indent differently than the default.

Here are instructions for doing both.

Change the heading levels reported in the TOC

1. Click anywhere inside the TOC.
2. Go to the References tab > Table of Contents > Insert Table of Contents.
3. On the Table of Contents window, change the Show levels setting from 3 to 4 or 5, depending on how deep you want to go. Change it to 1 or 2, if you want a much shorter TOC.
   
4. Click OK.
5. Say Yes to replace the existing TOC.

If you also have an automated List of Tables and/or List of Figures, the pagination for these will likely be incorrect as a result of increasing or decreasing the TOC levels, so update those two tables as well.

Modify the TOC 4 and TOC 5 styles

If you want your new TOC levels to be indented below the existing ones, then you may need to change some of the default settings for the TOC 4 and TOC 5 styles. These instructions assume you are comfortable with modifying a style. You’ll need to experiment a bit with the paragraph and indentation settings to get them right for you.

1. Click anywhere inside the TOC.
2. Go to the References tab > Table of Contents > Insert Table of Contents.
3. Click the Modify button.
4. Select the TOC level style you want to modify, then click the Modify button on the Style window.
   
5. On the Modify Style window, clear the Automatically Update check box (optional), then click the Format button and select Paragraph.
   
6. On the Paragraph window, consider changing any or all of these settings:
   • Left and right indents (I usually make all my right indents about 0.8 cm to stop long text butting up against the page number)
   • Hanging indent (under Special)
   • Spacing before and after
   • Line spacing
7. If you need to change the tab settings, click the Tabs button and make the changes there (see http://cybertext.wordpress.com/2009/05/12/word-modify-table-of-contents-tab-settings/).
8. Click OK several times to close these windows.
9. Say Yes if you are asked to re-insert the TOC.
10. Check that it’s all as you want — if not, repeat these steps changing the paragraph and tab settings until you get it looking how you want.

[Links last checked September 2012]

Word: TOC picks up Figure and Table captions and other oddities

I’ve seen normal text and images in an automated Table of Contents (TOC) and they’ve been easy to find and fix. Typically, a heading style has been applied to the paragraph containing the text or image, and thus it gets reported in the TOC where the TOC is set up to display text in several levels of headings. Changing the paragraph’s style back to a body text style then updating the TOC solves that problem.

However, a work colleague reported that the TOC in one of his documents was picking up some figure and table captions as well, plus some other weird stuff. I walked him through finding out what styles were applied to the paragraphs and all seemed to be OK (I work remotely, so all this was done over the phone). I also got him to re-insert the TOC — that didn’t work either. He said TOCs in other docs in the suite of docs that used the same template were working fine.

So he sent me links to two of the documents — one where the TOC was misbehaving and the other where it was working as it should.

I looked at the misbehaving TOC and there was nothing obvious I could see that was causing the problem.

However, I noticed a setting for Outline levels that was turned on in the Table of Contents Options window of the Table of Contents window (References tab > Table of Contents > Insert Table of Contents > Options button).

I wasn’t sure what it did, so I turned it off, re-inserted the TOC and voila! all the odd entries in the TOC disappeared and it was back to how it should be. My colleague was very happy.

The weird thing is that the other document, where the TOC worked fine, also had this setting turned on, but it wasn’t reporting these odd entries. I left the other document set as it was (‘If it ain’t broke, don’t fix it!’). I still don’t really know what that setting does and why it caused the TOC to misbehave in one doc where it was turned on, but not another that used the same template.

[Links last checked September 2012]

Fixing some table of contents update issues

(adapted from a ‘Writing Tip’ email I recently sent to work colleagues [Word 2007 environment])

***************

Bottom line: Before releasing your document, turn off Track Changes then update the Table of Contents, List of Tables, and List of Figures so that they reflect the current headings, captions, and page numbers.

Some recent questions from my authors have related to updating the Table of Contents (TOC), List of Tables (LOT), and List of Figures (LOF), common things that can go wrong when doing so, and how to fix them.

1. Why does my Table of Contents look a mess?

In this example, the TOC entries are all in red and there’s a change bar to the right of the TOC. There’s also a deleted TOC below the inserted TOC. How did it get like this? You had Track Changes turned on when you updated the TOC.

To fix it, turn off Track Changes (Review tab), then update the TOC again (see below for how).

That’s it! Super easy with an immediate reduction in stress related to things going wrong with your document just before your deadline ;-)

2. Why aren’t the things I’ve added, changed or deleted reflected in the TOC/LOT/LOF?

The second issue relates to why the new tables/figures, sections etc. that you’ve added to the document aren’t appearing in the TOC/LOT/LOF, or why your changes or deletions aren’t reflected in the TOC/LOT/LOF. Typically, the reason is that you’ve forgotten to update the TOC/LOT/LOF – these lists don’t update automatically. There are several ways you can update these lists, but the safest way that seems to work properly every time, is to use the ‘Update Table’ buttons on the References tab in Word.

To update a TOC:

1. Turn off Track Changes.
2. Click anywhere inside the TOC.
3. Go to the References tab.
4. Go to the far left of that tab, and click the Update Table button in the Table of Contents group.
5. If asked, select the option to Update entire table and click OK.

To update a LOT:

1. Turn off Track Changes.
2. Click anywhere inside the List of Tables.
3. Go to the References tab.
4. Go to the middle of that tab, and click the Update Table button in the Captions group.
5. If asked, select the option to Update entire table and click OK.

To update a LOF: Same procedure as for updating a LOT, but for step 2, you click anywhere inside the List of Figures first.

3. Why aren’t all my tables/figures listed even though I’ve updated the lists using the methods above?

This issue invariably relates to Track Changes. If you’ve inserted or deleted a table or figure, then it’s possible that the table or figure caption won’t get listed in the LOT/LOF. Dealing with the table/figure Track Changes by accepting/rejecting them usually sorts this out. After accepting/rejecting the change, update the LOT/LOF and all should be well again. I haven’t found any other way of solving this one.

4. I get an ‘Error! Reference not found’ message in the TOC/LOT/LOF instead of a page number.

I’m not sure what causes this, but turning off Track Changes and updating the TOC/LOT/LOF should fix it.

Word: Sometimes a List of Tables/Figures just won’t update

I’ve had several documents recently where the List of Tables and/or List of Figures just won’t update to list all tables/figures in the document.

The captions are all applied correctly, and I’ve tried the various methods for updating the fields. I’ve even reinserted the List of Tables/Figures — all to no avail. Some tables/figures just don’t show in the lists.

I’ve suspected it was to do with track changes being on in the document, even though none of the captions or the paragraphs surrounding them were the subject of tracked changes. And I also suspected that something was happening with the field updating that can get messed up when track changes are on (see http://cybertext.wordpress.com/2009/10/16/word-macro-to-fix-track-changescross-references-issues/ for how to fix that).

To confirm my suspicions, I copied a document that wouldn’t behave and put it into a testing area (so I wouldn’t mess up the original). I then accepted all track changes in the document and updated the List of Tables. It worked! All the tables that should have been listed originally were now listed correctly.

The problem is that the authors need to keep on track changes so that the regulators can see what’s changed in these docs, so they have three choices:

• Accept all track changes (NOT an option for these docs)
• Ignore the pesky List of Tables and hope that the reader doesn’t notice ;-)
• Ignore the pesky List of Tables and make a note to the regulators that it will update correctly once all track changes are dealt with.

[Links last checked March 2012]

Word: Table of Contents articles revisited

I get a LOT of searches on this blog for articles on creating Tables of Contents (TOC) in Word, and fixing them when things go wrong. So I thought it might be useful to have a single post that links to all those articles in the one place.

Creating an automated Table of Contents

• Word 2003:
  http://cybertext.wordpress.com/2008/11/10/word-2003-create-an-automatic-table-of-contents/
• Word 2007 and later:
  http://cybertext.wordpress.com/2010/07/23/word-2007-create-an-automatic-table-of-contents/

Modifying a Table of Contents

• Modifying the styles:
  http://cybertext.wordpress.com/2008/09/26/word-2003-modify-toc-styles/
• Modifying the alignment/tab settings:
  http://cybertext.wordpress.com/2009/05/12/word-modify-table-of-contents-tab-settings/
• Removing hyperlinks in a TOC:
  http://cybertext.wordpress.com/2008/07/27/word-2003-removing-hyperlinks-in-a-toc/
• Getting rid of odd styles in a TOC:
  http://cybertext.wordpress.com/2010/02/16/word-getting-rid-of-odd-styles-in-an-auto-toc/
• Create a numbered Appendix style and add it to the TOC:
  http://cybertext.wordpress.com/2010/09/22/word-2007-create-a-numbered-appendix-heading-style/

Fixing issues with a Table of Contents

• Page 2 for all page numbers:
  http://cybertext.wordpress.com/2008/02/04/word-2003-page-2-everywhere-in-table-of-contents/
• Highlighting showing in the TOC:
  http://cybertext.wordpress.com/2011/05/13/word-highlight-remains-even-after-ive-cleared-it/
• Text butting up against the page numbers:
  http://cybertext.wordpress.com/2010/02/23/word-text-butting-up-against-page-numbers-in-a-toc/
• Pictures (or unwanted normal text) in a TOC:
  http://cybertext.wordpress.com/2008/09/30/pictures-in-a-word-table-of-contents/
• TOC entry splits over lines between section number and text:
  http://cybertext.wordpress.com/2009/09/11/word-fixing-a-table-of-contents/
• TOC won’t update:
  http://cybertext.wordpress.com/2010/09/14/word-2007-table-of-contents-wont-update/
• Getting rid of the ‘Jason’ tab (an unwanted tab) in a TOC:
  http://cybertext.wordpress.com/2010/07/12/word-getting-rid-of-the-jason-tab-in-a-toc/
• Getting a two-line heading onto one TOC line:
  http://cybertext.wordpress.com/2011/02/24/word-getting-a-two-line-heading-onto-one-line-in-the-table-of-contents/
• Table borders don’t hold when you change them manually: http://cybertext.wordpress.com/2012/02/28/word-table-borders-dont-hold/

Other

• Adding a link to the TOC to the Quick Access Toolbar so you can jump to it quickly (Word 2007 and later only):
  http://cybertext.wordpress.com/2010/04/02/word-2007-add-toc-shortcut-to-qat/
• Adding a TOC for a section:
  http://cybertext.wordpress.com/2011/03/04/word-adding-a-toc-for-a-section/

Related posts about lists of tables and figures

• Automated table of figures:
  http://cybertext.wordpress.com/2008/04/27/word-2003-automated-tables-of-figures/
• Table and Figure numbering: http://cybertext.wordpress.com/2009/04/28/table-and-figure-numbering/
• List of tables/figures won’t update: http://cybertext.wordpress.com/2012/03/28/word-sometimes-a-list-of-tablesfigures-just-wont-update/

[Links last checked March 2012]

Word: Adding a TOC for a section

If you have a very large Word document, with lots of chapters/sections and several levels of headings and subheadings, you might want to help your document’s readers by adding a ‘mini’ Table of Contents (TOC) in front of each section, just like the publishers of US textbooks have done for years.  These mini TOCs are in addition to the main TOC near the beginning of your document.

The steps that follow are written for Word 2010, but they work equally well for Word 2007. The same sort of mini TOC can also be inserted in a Word 2003 document, but the steps to insert a bookmark and insert a field are different.

There are two main steps:

1. Insert a bookmark for the section you want to include in the mini TOC
2. Insert a TOC field that references that bookmark in front of the section.

We’ll create a mini TOC for this section (Section 2):

Step 1: Insert a bookmark

1. Select all the text in the section (this selection could cover several pages).
   
2. Go to the Insert tab and select Bookmark.
   
3. Give this bookmark a unique but meaningful name (I’ve called this one Section2), then click Add. NOTE: Bookmarks cannot have spaces.
   
4. If you have the Show Bookmarks option turned on (and I suggest that you do), then you’ll see light gray square brackets around the bookmark.
   

Step 2: Insert a TOC field

Once you’ve set up your bookmark, you need to insert a TOC field in front of the section. Unlike the normal TOC at the beginning of your document that builds the TOC based on just heading levels, your mini TOC is built on the bookmark you defined AND the heading levels within that bookmark (at least, I *think* that’s what’s going on!).

1. Go to a blank area in front of the section. Press Enter a couple of times to add some space for the mini TOC.
2. Go to the Insert tab, click Quick Parts, then select Field.
   
3. Select TOC from the list of field names on the left, then click the Field Codes button.
   
4. Click the Options button at the bottom left of the Field window to open the Field Options window.
5. On the Field Options window, select \b, then click Add to Field. Hint: If you want to know what each switch does, click on it and read its Description.
   
6. Add a space after \b, then type the name of the bookmark you created earlier, then click OK. NOTE: The space after the \b is critical — without it, your TOC won’t work; however, your bookmark name should NOT have a space.
   
7. The complete field code, with bookmark switch and the bookmark name you typed, is shown in the Advanced field properties text box on the Field window. Click OK.
   
8. The mini TOC is inserted in front of the section heading:
   
9. Optional: You can make this section stand out by adding a title for it. In this example, I just typed Section 2 on an empty line in front of the mini TOC, then styled it using Word 2010′s text effects (Home tab, Font group)
   

More

• Repeat the steps above for all other sections where you want a mini TOC.
• To update the mini TOC, put your cursor anywhere in it, then press F9 (or right-click anywhere in the mini TOC and select Update field).
• If you want to create a fancy title for the mini TOC that reflects the Heading 1 of the section and you don’t want to repeat the Heading 1 in the mini TOC, then don’t select the Heading 1 when selecting the area for the bookmark.

[Links last checked February 2011]

Word: Getting a two-line heading onto one line in the Table of Contents

Larry had a problem. He had a heading on two lines, and he wanted the heading to display on a single line in the Table of Contents (TOC).

Here’s an example of what he had; both lines are styled with Heading 1:

Because each line is in a separate paragraph, Word treats them as two separate Heading 1s when it creates the automatic TOC:

What Larry wanted was for the two lines to remain in the body of the document but display on one line in the TOC.

The simplest solution to this is to use a ‘soft return’ (Shift+Enter) between the lines in the body of the document, instead of Enter. It looks like this (with formatting marks showing):

And when you update the TOC, you select Update entire table:

Your TOC now displays the text on one line:

Personally, I don’t like how the title butts up against the section label, so I added five spaces after ‘Section 3′ (I could have used a Tab):

This extra space makes the TOC more readable, in my opinion:

[Links last checked February 2011]

I love this!

Contributed by Mary on the HATT list in a  discussion about the value of a table of contents (TOC) in online Help:

Help without a TOC is like a body without a skeleton: amoeba-like and amorphous, and really hard to get a grip on.

She also states:

To me, the TOC serves a purpose that neither an index nor a search function can: it articulates how it all fits together. It’s essential for the writer of good online help and, at a minimum, extremely helpful to the user who takes a bit of time to peruse it. It provides structure, demonstrates hierarchy, and defines relationships.

I couldn’t have said it better myself!

Word 2007: Table of Contents won’t update

Kellie’s problem:

I have updated the text in my document’s headings in response to reviewer comments, yet when I select all, then press F9 to update the Table of Contents page, the page numbers update but not the titles. Same for the List of Tables and List of Figures — new captions are not added to these lists either. So I have old heading titles in the Table of Contents, missing captions for new tables and figures, etc. Please help.

Kellie is using Word 2007, and sometimes the F9 trick (or right-click and Update Fields) just doesn’t update these elements, especially with the template she and I both use (the template has a special update fields macro in it and I think a conflict occurs between that and the standard F9 update fields action).

Here’s how to get these elements to update properly in Word 2007 (Hint: If you have Track Changes turned on, turn it off before updating these tables):

Update the Table of Contents

1. Place your cursor anywhere in the table of contents (1 in the screen shot below).
2. Go to the References tab (2) > Table of Contents group (3).
3. Click the Update Table button (4).
4. When asked about what you want to update, select Update entire table, then click OK.

Update a table of figures or table of tables

1. Place your cursor anywhere in the table of figures (1 in the screen shot below). Note: You’ll have to do each table separately if you have a table of figures and a table of tables.
2. Go to the References tab (2) > Captions group (3).
3. Click the Update Table button (4).
4. When asked about what you want to update, select Update entire table, then click OK.
5. Repeat for any other table like this one.

See also:

• List of tables/figures won’t update: http://cybertext.wordpress.com/2012/03/28/word-sometimes-a-list-of-tablesfigures-just-wont-update/

[Links last checked March 2012]

Word 2007: Create an automatic Table of Contents

It’s very easy to set up an automatic Table of Contents (TOC) in Word 2007 — the only ‘rule’ is that you must use styles for your headings. (Word 2003 instructions)

You can either use Word’s built-in Heading styles or create your own. To get a hierarchical TOC, make sure you also use hierarchical heading styles for each topic’s main heading, subheading, and sub-subheadings (e.g. Heading 1, Heading 2, Heading 3).

Step 1: Set up your document

You need to use hierarchical heading styles for your headings and subheadings.

1. Start a new document.
2. Press Enter a few times to create some space for the TOC.
3. Add some headings and some text.
4. Apply Word’s default Heading 1, 2, and 3 styles to the headings.

Step 2: Insert a default Table of Contents

1. Click in the empty space you created at the beginning of the document.
2. Go to the References tab > Table of Contents group.
3. Click the Table of Contents button.
   
4. Select one of Word’s built-in TOCs from the list.
   
5. Your Table of Contents is inserted.

Step 3: Update the TOC

After you add more content to the document or shift content around, you’ll need to update the TOC to reflect the revised page numbering and the new or deleted headings. There are several methods you can use to update the TOC — choose the one that best suits the way you work:

• Click anywhere in the TOC, then press F9.
• Go to the References tab > Table of Contents group, then click Update Table.
• Click in the built-in TOC, then click Update Table (this only works for built-in TOCs, not a TOC you create yourself).

No matter which method you use, you’ll be asked if you want to update just the page numbers only or the entire table. The safest option is Entire Table — this updates both the page numbers AND adds or removes headings to reflect the current headings used.

Extras

Insert your own TOC

You might not like the default TOCs that Word provides, in which case you can create your own using various settings. For example, you might want to show one, two or four heading levels, instead of the default three; you might not want dots for the tab leader; you might not want the page numbers over on the right, etc. To take advantage of these settings, you’ll need to insert your own TOC.

1. Click in the empty space you created at the beginning of the document.
2. Go to the References tab > Table of Contents group.
3. Click the Table of Contents button.
4. Click Insert Table of Contents.
   
5. Change the settings on the Table of Contents window to suit your style, then click OK.

Modify the TOC styles

If you don’t like the fonts used in the TOC, or how the heading levels are indented,  you’ll need to modify the styles. You can either do this through the Styles pane or from the Table of Contents settings (as I describe below).

1. Click anywhere in the TOC, then go to the References tab > Table of Contents group again.
2. Click the Table of Contents button, then click Insert Table of Contents again.
3. Click the Modify button to change the ‘look and feel’ of the TOC.
   
4. Select the TOC style (e.g. TOC 1, TOC 2 etc.), then click Modify to change that style’s font, tab indentation, etc.
   
5. Make the changes to the style, then click OK.
   
6. Repeat Steps 4 and 5 for each of the other TOC levels you want to change.
7. When you have finished changing the appearance of each TOC level, click OK.
8. You will be asked if you want to replace the existing TOC — click OK to do so.

Add or remove a level from the TOC

You might have appendices or other elements in your document that you want to include in the TOC, but they use their own heading styles, not the standard ones. These steps show you how to add or remove a style from the default list of styles used for the automatic TOC.

1. Click anywhere in the TOC, then go to the References tab > Table of Contents group again.
2. Click the Table of Contents button, then click Insert Table of Contents again.
3. Click the Options button to specify other styles to use to create the auto TOC and the hierarchical level appearance they will take, or to remove styles from the TOC.
   
4. You’ll notice that Headings 1, 2, and 3 already have 1, 2, and 3 next to them if you’ve kept the default setting of three levels.
   
   • To add another style to the TOC, find the style in the list, then type 1, 2, or 3 in its TOC Level text box (use 1 for a TOC 1 listing, 2 for a TOC 2 listing, 3 for a TOC 3 listing).
   • To remove a style from the TOC, find the style in the list, then delete the number from its TOC Level text box. Don’t press the spacebar — just delete the number.
5. Click OK.
6. You will be asked if you want to replace the existing TOC — click OK to do so.

See also:

• Word 2003: Create an automatic Table of Contents: http://cybertext.wordpress.com/2008/11/10/word-2003-create-an-automatic-table-of-contents/
• Modify TOC styles: http://cybertext.wordpress.com/2008/09/26/word-2003-modify-toc-styles/
• Modify TOC tab settings: http://cybertext.wordpress.com/2009/05/12/word-modify-table-of-contents-tab-settings/
• Getting rid of odd styles in an auto TOC: http://cybertext.wordpress.com/2010/02/16/word-getting-rid-of-odd-styles-in-an-auto-toc/
• All posts on this blog tagged with ‘TOC’: http://cybertext.wordpress.com/tag/toc/
• Problems with TOC styles: http://wordribbon.tips.net/T011108_Problems_with_TOC_Styles.html

[Links last checked July 2010]