Custom document “names” (like Summary, Inspection Agreement, etc.) can be automatically included on your PDF report index and bookmarks.

Special table of contents fields set up in a table will include Section and Page information for your inspection forms and document “names” when you print or preview your full report. Bookmarks for these items are also included in your final PDF. It’s easy to set up.

1. Specify your document names for the bookmark and contents
2. Use a prebuilt Cover & index document template 
     –or–
2. Create or update your own custom template index area  

SET UP DOCUMENT NAMES
For any attached document you want listed on the index and bookmarks:

1. Edit the master document you might attach to inspections (e.g. summary document, contract, SOP, etc.)
2. In the master template, choose File > Inspection document properties.
3. Enter the Name of Document to appear on the index and bookmarks. If no name is entered, the attachment will be present when used but not listed on the index.
4. Set the document to print along with the inspection and specify whether it should print before or after the inspection body.  Choose OK when done.
5. Save and Exit your master. On future inspections the “attached document” name will automatically appear on your preview and PDF index and bookmarks.
6. Repeat for other documents you want on your  index.

INDEX DOCUMENT SETUP
If you installed Standard, Premier, or Starter editions your program likely came with the cover and index already set up. If you replaced this with custom content and want to revert to the included version, you may copy the “Cover and Table of Contents template.w3d” from the C:\Program Files (x86)\3D Inspection System 11\SampleData folder to your Documents\3D Inspection System 11\  data folder. To specify this file as your index document: 

1. Open an inspection report
2. Use File > Page Setup to access your layout.
3. Use Browse button for the Index document and Open the new cover and index document to specify it.
4. Save and Exit page setup and new inspections will use the replaced cover and index document.

TIP: To use it for an existing report, use the report lower Attachments pane to right-click and Remove the previously attached _index.w3d file. Then close and reopen the report to attach the new master. To merely edit an existing attached index for the open report only, right-click and Open the _index.w3d in the Attachments pane.

If using an old or custom index document with an outdated format, you may update to a modern index:

1. Only one index section should normally be used per inspection. Access your index document by opening a report and using File > Page Setup.
2. In the General tab, choose Customize for the Index document.
3. Remove any old [FNxx] and [FPxx] codes.
4. Position your cursor where the index could be included and use Table > Insert Table. Choose OK to insert a 2 column, 1 row table.
5. Inside one table column use Insert > Table of Contents > Section.
6. Inside the other column use Insert > Table of Contents > Page.

The inserted fields must be in the same table row by themselves in each cell. However you may format the appearance and position of the codes:

• Drag the column divider as desired to provide room for longer form or document names. Titles that don’t fit in the cell width  will automatically wrap. If wrapping is not desired, remove the > from the Contents code to truncate them at the cell edge at print time.
• To right align page numbers or contents, select  the Paragraph Right icon in the toolbar while your cursor is in the appropriate cell.
• To adjust spacing between content lines, use Paragraph > Format > Paragraph to adjust the “Line spacing”. The size of the table row represents the information and spacing between adjacent items.
• Highlight the codes to bold, italicize, underline, color, or adjust their font style and size.
• Use File > Inspection document properties to ensure your index is preset to automatically print with your inspection. Don’t assign a Name of Document to the index itself, unless you want it to be listed within its own Contents listing.
• Save and Exit the document to update it for future inspections you create. Index merging occurs when actually printing or previewing the report itself to ensure accuracy.

Each unique inspection form name is automatically included along with attached Documents containing  a “Name of Document” property in their master template. The table cell items automatically grows to accommodate all listed contents. Where no Name of Document is specified for a document, it’s name is omitted.

NOTE: Documents included as “Attached Files” rather then as “Attached Documents” cannot be included on the index since those items are treated as separate entities from the report body itself.  Those attachments also never display in a report preview. If you use an Action to attach a 3D type document as an Attached File, you may use Customize My Actions to switch it an Attached Document instead, to make the document truly part of the report. See Help topics about the differences between attachment types.