Customising a Table of Contents for an e-Bundle using collections

Overview

Using collections in the Detailed View in Opus 2 Cases, you can build an e-bundle/virtual binder with a customisable table of contents (ToC). This supports compliance with court requirements as well as using the capabilities to customise the ToC to house styles. 

The Table of Contents Editor enables you to quickly build a customisable TOC using flexible formatting and layout options, with an instant preview, before exporting to PDF or Word.

You can choose between a unified table or section-level tables per collection section, and you can have different TOCs per collection or individual section if required. Bundle page numbers are now also supported as well as Page numbers within a document.

Note: Anyone with View All and Edit collections capabilities can create TOCs. 

Editing a TOC for a collection

1. Right-click on the 3-dots kebab menu for a collection, where your bundle documents have been assembled.

Tip: Your TOC is built to include the documents from the location that you select. For example, if you select a collection with sections (Hearing bundle selected in our example), the collection and the sections (Pleadings, Evidence, Correspondence) are all represented in the TOC. If you select a single section (Evidence in our example), and then right click Edit table of contents, the TOC includes just those documents in that one section. 

2. Select Edit Table of Contents.

The Table of Contents Editor opens. The preview on the right side shows you the immediate effect of selecting different layout, content, and style options.

3. Global tab

The Global tab contains the following options:

Field name	Description
Table Columns
Metadata checkboxes	Select all the metadata columns you want visible in your TOC. The columns are shown in the order you select them. To change the order, clear the checkboxes and select again. There are two new fields for bundle exports. Bundle page - displays the document's page number within the exported bundle.  Bundle page range - displays the document's bundle page range as it appears in the exported bundle. If you want to edit the document metadata, go back to the document in the source folder in Detailed View, make your changes, and the metadata automatically updates in the TOC Editor. Note: There is no limit on the number of columns you can select, so ensure your table fits your physical page. You can also manually resize columns to get the preferred layout.
Default typography
Font and Font size	Select from the available fonts and sizes for your TOC contents.
Text alignment	Select from the available text alignment choices to align all the text in the table of contents. These settings apply unless you override them with individual heading section alignment settings on the Headers tab.
Table Background colour	Select from the colour palette to change the background colour of your table of contents. These settings apply unless you override them with individual heading section background colour settings on the Headers tab.
Bold and Italic	Select this option to show either Bold or Italic font styles. Clear the selection to remove any style changes. These settings apply unless you override them with individual section heading choices settings on the Headers tab.
Table layout
Show table borders	Select this option to show both internal and external table borders. Clear the selection to remove all borders.
Unified table	Select this option to have a single continuous table with no gaps between sections. TOC with sections (Unified table option not selected) - headers appear above each section mini-TOC; column headers repeated in each table: Unified TOC (Unified table option selected) - headers are part of the table; column headers appear once at the start of the table:
Unified table > Column headings in section row headings	If you select a Unified TOC, an additional option for Column headings appears. The setting controls whether column headings appear on the same row as the section heading. Not selected: Column names remain ABOVE the section name in a separate row. Column names selected: Column names are PART of the section name row. Column names are determined by the metadata fields selected using the Visible columns setting, also on this tab. Be careful not to select too many column names and force the section name off the page.
Indent sub-sections	If you select Indent sub-sections, the table indents the sub-sections for easy readability.
Prologue
Prologue	Select this option to create a custom title or heading for your table of contents.
Export
Word document (.docx)	Select this option to export your TOC in Word without the document bundle. The document downloads to your browser's default download folder. To export the TOC with the bundle, use Export.
PDF	Exports the document to PDF using your browser's printing feature. You can then save the PDF in your chosen location.

5. Headers tab

Section headers are taken directly from the name of the section in the collection in the Detailed View; to change section names, edit them in the Collections section of the Detailed View. 

Optionally, select from the following:

7. Select Save to save your settings for this TOC.

Note: New documents added to a collection automatically appear in the TOC. If colleagues are adding new documents, close the TOC and reopen it to ensure all documents are reflected in the TOC. Formatting selections are maintained when new documents are added to a collection or collection section. 

Related articles

Creating a collection

Adding documents to a collection

Export settings reference

Exporting trial exhibit bundles (collections)