Table of Contents

Each table of contents is a separate story in your document consisting of a heading and a list of entries sorted either by page number or alphabetically. Entries, including page numbers, are pulled directly from content in your document and can be updated at any time. (from Adobe InDesign Help)

(The video is somewhat dated, so the template’s style names and appearance may vary slightly, but it still reflects key principles)

Create a Table of Contents

To create a table of contents using EightShapes Unify, follow these simple steps):

• Select Layout > Table of Contents
• Verify or select “Standard” as the TOC Style (it should be selected by default)
• Click the OK button
• Flow the TOC into your document (your cursor should include a thumbnail preview of the TOC)

That’s it.  It’s that simple.

Otherwise, the process for creating a table of contents requires three main steps. First, create and apply the paragraph styles you’ll use as the basis for the TOC. Second, specify which styles are used in the TOC and how the TOC is formatted. Third, flow the TOC into your document.

TOC Styles

The deliverable templates come pre-equipped with many different TOC styles:

• Standard (default)
  This style utilizes all available page title styles in the document, and serves as a good starting point to prune away any styles you don’t want to use.  Generally, you can apply Standard to create a straightforward, comprehensive TOC.
• Views with Variations
  Use this style to create a TOC that hierarchically shows only the webpage titles and webpage variations titles defined within the document. This is useful for generating an index of webpages apart from the more traditional “standard” version. Chapters are also included as separators without page numbers.
• Views Only
  Use this style to create an index of pages that use the webpage title style only. Chapters are also included as separators without page numbers.
• Components Only
  Use this style to create an index of page titles that are styled with the component title paragraph style. Chapters are also included as separators without page numbers.

Rolling Your Own Table of Contents

If you want to create a customized table of contents, you can choose “Standard” and prune away the styles you don’t want to use or start a new table of contents from scratch.

Each table of contents is a separate text area consisting of a heading and a list of entries sorted either by page number or alphabetically. Entries, including page numbers, are pulled directly from content in your document and can be updated at any time—even across multiple documents in a book file.

Step 1: Paragraph Styles
Create and apply the paragraph styles you’ll use as the basis for the TOC.  Based on this system, you’ll use:

• titles > page title (TOC level 1)
• titles > page title (TOC level 2) : indents subpages within a section designated by the preceding standard title
• titles > page title (TOC level 3) : further indents subpages
• titles > page title (No TOC) : such a styled title does not appear in the table of contents

Step 2: Create TOC
Specify which styles are used in the TOC and how the TOC is formatted.  You can specify the hierarchy of page titles, associate each it’s own TOC style, and also style page numbers associated with each page.
To create a TOC, select Layout > Table of Contents.

Step 3: Flow Into Document
Once created, your cursor changes to indicate that you are placing the TOC.  Either (a) create a new text area for this content or (b) click into an existing text area to flow the TOC into your document.

Multiple TOCs in One Document

With this flexibility, you can even add a traditional TOC for all the pages in your document, and then add a second TOC that serves as an inventory of your views or components only.