Yes, I know CS3 isn’t the latest version, but due to trying to eliminate unnecessary expenses, our team isn’t getting CS4 at this point. I’m posting this more for myself because every time I need to do a TOC in InDesign, I’ve forgotten the details. (However, a colleague did ask about this today, so I’m posting it for our future reference.)

This procedure involves getting the styles for the TOC entries matched up correctly with various heading levels.

  1. In the .indd file where the TOC will appear, create styles for the TOC entries; for example, TOC Level 1, TOC Level 2. Include any justification and tab leaders. I’ve found that to get the entry to run across the page, you have to choose Right Justify on the Indents and Spacing page of the Paragraph Style Options dialog. On the Tabs page, I also click the Right-Justified Tab button and put a space and a period in the Leader field. (The space keeps the periods from looking jammed together when I generate the TOC later.)
  2. If the TOC is in a separate document from the rest of the content, import the paragraph styles (for example, heading 1 and heading 2) that you want to match to the TOC entries.
  3. Go to Layout > Table of Contents Styles.
  4. Click New.
  5. Enter a name. The Title is the text that will show up at the top of the TOC, so enter something like “Contents.” In the Style box, pick the paragraph style that you want to use for the title—probably the same as whatever your level 1 heading is.
  6. The Styles in Table of Contents section is for telling the TOC what text you want to show up. You choose the paragraph styles, and the TOC pulls in all text in those styles. Click a style in the Other Styles list and click Add. You have to select the styles in the order or hierarchy that you want them to show up in the TOC.
  7. With a paragraph style selected in the Include Paragraph Styles box, set up how the entry should appear using the Style section. Choose one of the TOC styles you created in step one. For Between Entry and Number, I choose the Tab Character so it shows the space and period.
  8. Under Options, I select Create PDF Bookmarks and Include Book Document (if I’m doing a book, of course).
  9. Click OK. Then when you generate the TOC, go to Layout > Table of Contents, pick the TOC setup you just created, and then generate it.

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