Adding custom chapters and subchapters

You can customize the table of contents in documents generated by the Application Document Wizard.

To add new chapters or subchapters:

  1. Navigate to the Order step of the wizard.
  2. Inspect the table of contents preview. Each row represents a chapter or subchapter.
  3. Select a row to precede your new chapter or subchapter.
  4. Click Add Chapter to insert a custom chapter.
  5. Alternatively, click Add Subchapter to insert a custom subchapter. Only custom chapters support custom subchapters.
  6. In the Chapter Details window, specify the source of your custom content:
  7. Upload a file if you selected the Image/File Attachment option in the Type field.
  8. Click Save. The table of contents preview automatically refreshes to include the new chapter or subchapter.

Custom chapters sourced by a correspondence rule must be of type Mail.

 

Definitions

Application Document Wizard, Templates

Related topics

About the Application Document Wizard

How to customize the Application Document Wizard