Create a Table of Contents component

The Table of Contents subsection is used to create a component where you can emulate inserting a table of contents reference in document types. The content appearing in the table of contents and its formatting is controlled by the template used to build the document.

Create a Table of Contents component

  1. From the Toolkit, select Table of Contents.
  2. Enter the name of the component. This name displays in the navigation panel.
  3. Enter the display title. This title displays on the created document's Assemble tab.
  4. Select one of the following options from the Include drop-down menu:
    • Always: Select if you want this subsection required for completion for created documents or projects using the document type.
    • By Inclusion: Select if you want this component automatically included when an optional component is included. The Component / Selection Group tree displays listing the optional component and selection groups for this document type. Check the box for the optional component with which you want to associate this component. When the user includes the associated optional component, the by inclusion component is also included. Check the boxes for each item that you want this component included with a required for completion status.
  5. Upload the TOC file by following the tasks below.
    1. From the Actions menu, select Upload File.
    2. Browse to the desired file and then click Open.
    3. Click Save.
  6. Click Save.

Work with the attached file

Download a file

  • Select Download to download the attached file.

Edit

  • Select Edit to open and edit the file in Word using the Qvidian Single Edit Toolbar. Any modifications made to the content without using the Qvidian toolbar will not be saved.

Cancel an edit

  • Select Cancel Edit to cancel the editing of a document and abort any changes made.

Edit the file name

  • Select Properties, edit the name, and then click Save.

Preview attached content record as an image

  • Click the content record title next to the Actions menu. The Preview Image dialog displays in full page view. The TOC will not display content included in the doc type in the preview.

Remove an attached file

  1. Select Delete from the Actions Menu. The Confirm Deletion dialog displays with the Remove link(s) to content option selected.
  2. Click Yes.

View component usage

The Usage panel, at the bottom of the component, displays how this component is being used in all document types and sections. The associated document types and components are listed as links so that they can be opened from the Navigation panel.

Common functions

The following common functions are listed at the top of the component workspace:

  • Test Build: Click to display the created document page where you can see the document type from the user's perspective and run a test build to verify it appears as you intended. For more information, see Test Build.
  • Reset Test Build: Click to delete any existing test build associated with the document type so you can start again with a fresh test document. For more information, see Test build a document type.
  • Export: Click to export the document type. For more information, see Export a document type.
  • Content Tray: Click to display the Content Tray dialog. The content tray is a holding area for content records that you can drag from the tray and drop in the content area for select components. For more information, see Content tray.