Create a table of contents

Creating a table of contents

Tallyfy builds a table of contents automatically using your headings - no manual work required. This makes your documents and procedure templates instantly navigable for every user.

What you need

• A document or procedure template opened for editing.
• Some text that you want to organize using headings.

How Tallyfy’s table of contents is different from Word’s

Unlike Microsoft Word where you manually insert and update tables of contents, Tallyfy handles everything automatically:

• Instant creation: Add a heading and it appears in the navigation instantly.
• Live updates: Change a heading and the table of contents updates immediately.
• Screen-optimized: Built for online reading and clicking, not printing.
• Zero maintenance: Never worry about outdated navigation again.

Creating a table of contents in Documents

Watch your table of contents build itself as you create headings:

1. Highlight the text you want to make a main section heading.

2. Click the formatting menu in the toolbar (it might look like Normal text or show heading styles).

3. Choose H1 to make it a main heading.

4. To make sub-headings, highlight the text for the subsection.

5. Choose H2 (for a sub-heading under H1) or H3 (for a sub-heading under H2) from the menu.

Your headings will automatically show up in the table of contents panel, creating links to those sections.

Tips for using headings well

To make your table of contents clear and organized:

• Use H1 only for the main sections of your document.
• Use H2 for sections inside an H1 section.
• Use H3 for sections inside an H2 section, if needed.
• Don’t skip heading levels (like going from H1 straight to H3).
• Keep your heading titles short and clear.

Table of contents in Procedure templates

Procedure templates get automatic navigation too - here’s how to access it:

1. Open the procedure template you want to view.
2. Click Preview to see how it looks to users.
3. Find and click the table of contents icon (usually looks like lines or a list) in the top right corner.
4. Click on any heading in the table of contents to jump straight to that section.

Why automatic table of contents matter

• Users see the document structure at a glance.
• One-click navigation to any section saves time.
• Forces you to organize content logically.
• Long documents become instantly scannable.
• Readers know exactly what they’re getting into.

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