Displaying the Table of Contents in a Book

You can customize the TOC formatting and layout, as well as the information displayed for each document in the Book.

• You can use a Microsoft Word document with an inserted TOC to define the formatting and layout.

• You can upload the Word document containing the TOC to the Library:

  • In Narrative Reporting, uploading the Word document containing the TOC can be performed via Library.

  • In Cloud EPM Platform, uploading the Word document containing the TOC can be performed, using the Documents card or Tab (Tab for Financial Consolidation and Close, and Tax Reporting).

• In the Book Designer, you can select a report, Section, or Book, and then under the TOC Headings section within the Properties pane, you can define the TOC with the help of text functions and/or hard coded text.

  Using text functions, you can define and structure the TOC that will be displayed for each report, Book and Section.