Table of Contents Management
- Overview

Table of Contents Management

Overview

The Table of Contents (ToC) in the Criterion application is a dynamic, navigable structure that provides users with a hierarchical view of the document. It helps editors maintain a clear and logical organization of the critical edition and facilitates efficient navigation.

Accessing the Table of Contents

To manage the ToC:

Use the menu: Format → Table of Contents to customize the formatting of the ToC
Use the menu: Format > Layout to include the ToC using the “Include ToC” option

Once created, the ToC will be displayed in:

1. The main document editor
2. The left sidebar navigation panel
3. The print preview panel

Sidebar Navigation Panel

The sidebar shows or hides the ToC using the button next to the Undo icon
If the ToC hasn't been created, the navigation panel will not display it

Creating and Updating the ToC

Each document can contain only one ToC.

The ToC is generated automatically based on the section headings defined in the document
The ToC updates when you click the Update Table of Content button present in the menu of Text box after modifying, adding, or removing sections

Display Logic:

More section levels than selected → only 6 levels are shown (Title and 5 sublevels)
Fewer section levels than selected → only those available are shown
No sections → ToC is not generated

Customizing the ToC

The user can customize the ToC via the “Format → Table of Contents” menu or by directly interacting with the sidebar.

Customizable Options:

Option	Description
Title	Double-click on the ToC title in the sidebar to rename it
Displayed Section Levels	Choose between 1 to 6 levels (default: 3)
Indentation	Enable or disable indented hierarchy (applies only to heading levels, not titles)
Tab Leader	Choose the type of leader (default: “…….”)
Number Separator	Choose a symbol like dot, hyphen, etc. (default: dot)
Number Format	Define numbering for each level (e.g., 1,2,3 – i, ii, iii – a,b,c)
Text Style and Formatting	Title uses “Title” style by default; List entries use “Body Text” style

Default ToC Settings:

Setting	Default Value
Show Levels	3
Indent Levels	Enabled
Tab Leader	“…….”
Heading Numbers	Enabled
Number Separator	Dot (.)
Number Format (1–5)	“1, 2, 3” style

Limitations

Users cannot manually edit ToC entries or section names from within the ToC
Only the title and visual aspects can be customized
The content is automatically regenerated based on the document structure

Cross-References and Navigation

The ToC supports dynamic linking:

Clicking a heading in the ToC in the pane scrolls the editor to the corresponding section
The currently active section is visually highlighted in the sidebar
This feature works regardless of document length and complexity
If section titles change, the links are updated to prevent broken references

Reordering Sections via ToC

While individual ToC entries cannot be reordered, users can:

1. Reorganize document sections by dragging the collapsible section headers within the main text
2. This action updates:
- The ToC in the sidebar
- The print preview (if visible)

	Note: The sidebar also supports expanding/collapsing subsections via the “▾” icon next to each entry, and scrolling through the ToC when many sections are present.

Print and Export Behavior

In the editor, page numbers appear as placeholders (TBD)
In preview/print/export, these placeholders are replaced with actual page numbers using the style defined by the user

	Note Important: Due to technical limitations, page numbers will not be displayed in the editor and will remain marked as TBD. Actual page numbering will be automatically generated during print preview, based on the content entered by the user.

Integration with Document Structure

The ToC is tightly coupled with the document structure:

Ensures coherence with other elements such as:
- Footnotes
- Numbering
- References
- Annotations
Changing a section title or structure will automatically:
- Update the ToC
- Adjust numbering
- Maintain reference consistency with the text