Focus: The focus of this self-help article is to provide steps and information to about the PandaDoc Editor content block “TOC”
What is the TOC Block?: The TOC Block is used when you want to add a Table of Contents to the Document. The table of contents are generated by the “Heading” block(s) you have used throughout our your document/template. Click here for more information about the “Heading Block”.
Step 1: Create a document/template. Click on “New Document/New Template” on the upper right and then click on “Create a Doc”/”Create a template”.
Step 2: Adding Header Content Blocks. When you are creating your template/document, you can Add “Heading” blocks. As shown here.
Step 3: Heading Content Block Layout Options. With the heading block, there are also other layout options that you can use. Be sure to play around with them.
Step 4: Adding the “TOC” Block. Once you have added your Heading Blocks, you can now add the “TOC Block” to create a table of contents.
Step 5: TOC Block Settings With this content block, you can choose to enable to show, “Headings 1”, “Headings 2”, “Headings 3”, “Heading 4”, “Heading 5”, “Heading 6”. If you have added the TOC block before adding other “Heading Blocks”, there is also an option to “Refresh Table of Contents”, which will update the block with all other Headings you have included. Under the “Advanced Options”, you can enable right side navigation for recipients.” See Step 6 for an example.
Step 6: Right Side Navigation for recipients. If you enabled this option in Step 5, below is an example of what this will look like when your recipient views the document online.
Step 7: Advanced CSS: The CSS Classes option can be found by clicking into a block and then clicking Advanced on the block settings panel. So, if we add the CSS Class of “user-customclass” below, it allows you to target a specific element on the page with that class in our CSS editor.
Please Note: This is advanced stuff and assumes you have some knowledge of HTML and CSS. Proceed with caution. You can add multiple CSS classes separated by a space.