Table of Contents

The table of contents (TOC) is a hierarchy of sections within your document that you can assign your records to. This helps organise your work or the look of the finished document.

Define your Table of Contents (TOC)

Spend some time creating and organising your table of contents, to make sure you get maximum value from it.

1. Click CONFIGURE next to the document you want to edit. The document settings page displays.
2. Click the EDIT next to field names to edit the data.
3. Click + NEW SECTION to add new sections to the structure.

Once your structure is there, it is easy to use the filters against your custom fields to drill deeper into your data, and show only the records you are interested in.