References Tab

The References tab provides tools for creating and managing document references, including tables of contents, footnotes, endnotes, bookmarks, captions, cross-references, hyperlinks, and tables of figures. These features help organize document content, improve navigation, and create professional documents with structured references and citations.

Follow the steps below to access the reference tools.

1. Open a document in the Healthicity Document Editor.
2. Click the References tab. The available reference tools are displayed on the ribbon.
3. The user can perform the following functionality: 
   • Table of Contents
   • Add Text
   • Update Table
   • Footnotes and Endnotes
   • Link
   • Bookmark
   • Caption
   • Cross-reference
   • Table of Figures

Table of Contents

The Table of Contents feature automatically generates a list of document headings and their corresponding page numbers, making it easier to navigate lengthy documents.

Users can:

• Create a table of contents from document headings.
• Assign heading levels using the Add Text option.
• Update page numbers or the entire table after document changes.

• Customize table of contents settings and formatting.

  📄 Learn More

  To learn more about creating and managing tables of contents, refer to the Table of Contents article.

Add Text

The Add Text option allows users to assign heading levels that can be included in a table of contents.

Available Levels

Update Table

The Update Table option refreshes an existing table of contents after document headings or page numbers have changed.

Footnotes and Endnotes

The Footnote feature allows users to add supplementary information, references, citations, and explanatory notes within a document.

Users can:

• Insert footnotes and endnotes.
• Navigate between notes.
• Convert footnotes to endnotes and vice versa.
• Swap footnotes and endnotes.

• Configure note settings and numbering options.

  📄 Learn More

  To learn more about inserting, managing, and converting footnotes and endnotes, refer to the Footnotes and Endnotes article.

Link

The Link option allows users to insert hyperlinks to external websites or locations within the current document.

Bookmark

Bookmarks allow users to mark specific locations within a document for quick navigation and cross-referencing.

Create a Bookmark:

1. Place the cursor at the desired location.
2. Click Bookmark.
3. Enter a bookmark name.
4. Click Add. The bookmark is added to the document.

Bookmark Options

Caption

The Caption option allows users to add descriptive labels to tables, figures, images, and other document objects.

Insert a Caption:

1. Select the object.
2. Click Caption.
3. Enter the caption text.
4. Configure the desired caption settings.
5. Click OK. The caption is inserted.

Caption Settings

Cross-reference

The Cross-reference feature creates references to content located elsewhere in the document.

Insert a Cross-reference

1. Place the cursor where the reference should appear.
2. Click Cross-reference.
3. Select the desired reference type.
4. Select the item to reference.
5. Click Insert. The cross-reference is added to the document.

Table of Figures

The Table of Figures feature automatically generates a list of figures, tables, or other captioned objects within a document.

Insert a Table of Figures

1. Place the cursor where the table should appear.
2. Click Table of Figures.
3. Configure the desired options.
4. Click OK. The table of figures is inserted into the document.

Available Settings

Update a Table of Figures

After captions are added or modified, update the table of figures to refresh the displayed content.

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