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Automated Table of Contents

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I just had a couple of questions on the style guides and set up of the Automated Table of Contents. Mainly the first question could be an issue for us, but the others we can work around or reformat.


1) In our Proxy, we have an Appendix section starting on page A-1. Are we limited to either A or # page numbers when using the Automated TOC? Similary, for footnotes in a 10-K/10-Q, are you able to make F-## page numbers in the Automated TOC? 


2) It appears the section names and the page numbers have to be formatted the same. Either both bolded or both unbolded? In some filings we bold certain section names, but all page numbers are unbolded. Not a deal breaker, we could adjust our formatting a bit.


3) In our 10Q/10K, each Part (Part I, Part II, Part III, Part IV) and the Exhibit Index are included and hyperlinked to sections, but we don’t include the page numbers. Is there a way to replicate this in the Automated TOC, or does a page number have to be populated? This is another instance where we could change the way we format these.


4) It looks like when deleting the heading text in the document, it doesn’t actually remove it from the TOC, for example if Proposal 4 is deleted in the document, the Automated TOC doesn’t update as a blank cell, it still shows Proposal 4 even though the document text is deleted? Then, looks like to remove entirely from the TOC, either the style guide has to be reverted to normal or the section has to be deleted, which I think make sense. I just would have expected the cell to show as blank if the text in the document was deleted.


Thanks in advance!

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Komentarze

Komentarze: 5

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  • Liz Habel
    • Edytowano

    Hi Ashley,

    Apologies about the delayed response here. Thank you for your patience, and we have some answers for you now.

    1. The Automated TOC just pulls in the page numbers as they exist, and there not an option at this time to add a prefix to the page number. 
    2. Right now, the section names and page numbers have to be formatted the same. 
    3. We do not have an option to not include the page number for some sections. 
    4. It may take a few seconds, but deleted headings in the document should be removed from the auto TOC. If you have found a situation where this is not the case, I would recommend contacting our support team.

    For items 1-3, I will open some product feedback tickets to let our product team know that you are interested in those features. We'll also keep you updated on if there are any changes to those requests. 

    Thank you!

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  • Kelly Menezes

    Do you have update about item 1 (to add a prefix to the page number)? I have same problem on 20F FPages. Thanks!

     

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  • Mike Davis

    Hi Kelly!

    Thanks for chiming in. I circled back for sure and can confirm, the ability to have a prefix be inserted into the automated table of contents is still not yet supported. Happy to add you as a requestor here, though. Let me know if you have any follow-ups or additional questions. Cheers!

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  • Robert Tripp

    Mike Davis 

    any update on adding a prefix to page numbers? this is highly desirable, as an example, only the # in the F-7 page number is a clickable link, furthermore, when wanting to export without links, this leaves awkward formatting that must be manually adjusted for each plain export.

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  • Mike Davis

    Hi Robert Tripp! 

    No new updates here. It does remain under consideration to be added but hasn't yet been earmarked for work. We have logged your request and shared your insights back with our product team. We'll continue to keep you updated here on our progress. Thanks for chiming in!

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