📚 Contents Formatting Overview
Contents formatting allows you to customize how documents are organized and displayed in your O&M (Operations & Maintenance) package. You can choose between two grouping methods: Order by Product and Order by Document.
🧩 Order by Product
Documents are grouped by product, following the order listed in the Bill of Materials (BOM).
In the Table of Contents, sections are separated by document type, but page numbers reflect the grouping by product.
Within the PDF bookmarks:
Each product has its associated documents (e.g., data sheets, warranties, installation guides) grouped together.
Even if the same document (e.g., a warranty) is used across multiple products, it will appear multiple times, once for each product.
📄 Order by Document
Documents are grouped by document type (e.g., all data sheets together, all warranties together).
The Table of Contents still separates sections by document type, and page numbers reflect the document-based grouping.
Within the PDF bookmarks:
Document types are listed together regardless of product.
Shared/repeating documents (e.g., the same warranty used for multiple products):
Will appear only once.
The associated products will be listed in the document header.
✅ Key Differences
Feature | Order by Product | Order by Document |
Grouping Basis | Product | Document Type |
Document Repetition | Repeated for each product | Appears once (if identical) |
Product Association | Clear per grouped section | Listed in header if document is shared |
Table of Contents | Separated by document type | Separated by document type |
Page Numbering | Reflects product grouping | Reflects document grouping |