Header TOC (Table of Contents) is a feature in ClientPoint that enhances navigation within Word (.docx) documents. By defining headers, users can create "sub-tabs" that appear in the navigation panel, making it easier for recipients to browse document sections.
How to Create and Use Header TOC
1) In Word, select the heading of the section you wish to show within the ClientPoint navigation, then use the Style Ribbon to select a Style for the Header (ex. Heading 1, Heading 2, Heading 3...).
2) Repeat this process for the headers of all sections you wish to include as tabs in the ClientPoint navigation.
Enabling Header TOC within the Content Library
Great News! For any file that you wish to always have detailed header wise navigation, this can be easily done by marking the master copy with the option of Header TOC as default. This in turn, will help save you the hassle of marking the file every time in each ClientPoint you create. Additionally, this will allow certain conditions for all users as an Admin.
Please below steps on how to accomplish this:
Go into Settings --> Content Library
--> Folder --> Choose File --> Hit Edit.
Scroll down to Header TOC toggle --> Switch on the Toggle
Scroll down to the bottom of the page --> Hit submit
Congratulations! Your file is now marked Header TOC as default.
Enabling Header TOC for an Individual ClientPoint
Add the Document to your ClientPoint, select the newly uploaded document, then click on the More menu to mark it as Header TOC.
With Header TOC enabled, you will see sub-tabs related to the document within the ClientPoint navigation, when viewing as a recipient, or previewing the ClientPoint.
Benefits of Header TOC
- Enhanced User Experience: Makes large documents more accessible.
- Time-Saving: No need to scroll manually; recipients can quickly navigate to relevant sections.
- Customizable Defaults: Administrators can standardize navigation across all ClientPoints.
For further assistance, reach out to support@clientpoint.net.