Word Table of Contents

The native Microsoft Word Table of Contents (TOC) is not supported in HTML conversion. Use the steps below to bring the content into a table structure.

Word table of contents

Convert the Word TOC to Text

If you have not already converted the fields to text when you Scrub the Report:

  1. Press Alt + F9 on your keyboard to toggle on Show Fields
  2. Press Ctrl + A to select all the document text
  3. Press Ctrl + Shift + F9 to convert fields to text
  4. Press Alt + F9 to toggle off Show Fields

Format the Table in Microsoft Excel

  1. Select the text of the table of contents, then use Ctrl+C to copy. Open a new Excel workbook and use Ctrl+V to paste. Or, you can set up and format the table in Word, using the tips in Word Tables
  2. In Excel, move data into the correct columns and merge cells to get the desired format. For example:
    • Cut and paste page numbers so that they are all in the same column
    • Merge the left and center columns for rows that have “Article” headings
  1. Adjust vertical and horizontal alignment and indents. For example:
    • Top align the left two columns, and bottom align the right (page number) column
    • Left align the left two columns, and right align the right (page number) column
    • Indent the left column, except the “Article” headings
    • Apply Wrap Text only on the center column
  1. Add in the heading "Page" at the top of the right column
  2. Copy the table in Excel using Ctrl + C. In Word, on the Home ribbon, click the Paste drop down arrow, then Keep Source Formatting. Don't use Ctrl + V to paste, which pastes the table in as an image

    Paste
  1. Re-size the columns of the table, and then use AutoFit Window

    Table of Contents
  1. Re-enter zeros that were rounded down in Excel

    Zeros

Split the Table Into Pages

  1. Split the table into a separate table for each page. Click the row that will be the top of the second table. On the Table Tools: Layout ribbon, click Split Table

    Split Table
  1. Adjust the top and bottom margins and the position of headers and footers, if needed
  2. If Roman numeral page numbering is used, enter the page number below each page's table. Delete the Roman numerals from the footer. See Roman Numeral Page Numbers for detailed steps
  3. Add page breaks at the end of each page, if necessary

Update or Set-Up Page Numbers

  1. Update the page numbering to match the final document pages
  2. If you prefer, set up the Table of Contents with Table of Contents Hyperlinks and PageRefs

Review and Adjust

Review the EDGARElectronic Data Gathering, Analysis, and Retrieval (EDGAR), is a SEC system used by public companies to transmit filings of annual and quarterly reports and other disclosures. HTML Preview (see Review HTML) and make adjustments as needed.