Custom numbering allows users to set page number prefixes, starting page number, and page number type for each section. This feature will be useful for anyone that needs to adhere to numbering requirements for a document; users who want to split large documents into multiple binders and want the numbering to start over at 1; and users who need to use prefixes for some sections, such as sections containing attachments.
Custom Page Numbering
Custom Page Numbering will allow you to set or change values for page numbering prefixes, page numbering start, and page numbering type via the Custom Page Number Report. If the page numbering is changed for a section, all sections below the changed section will reflect the new page numbering. If you want page numbering to be different for only one section, you will need to update the numbering for the section below. The Custom Page Number Report replaces the old option to change page numbering available under Export Options.
A prefix displays characters before the page number. Prefixes can be up to 50 characters. Examples of prefixes include letters (e.g. A-8, F-4), Roman numerals, words (e.g. Appendix A - 12, Supplement - 1). Please note, if you want a space to appear between the prefix and the page number, you will need to make sure you have added a space. Spaces are not automatically added, as many users will not want a space between the prefix and the page number.
Page Numbering Start
Changing the page numbering start changes the first page number for the section. For example, if you want page numbering to restart on the current section, you would set the page numbering start to be 1.
Page Numbering Type
The page numbering type controls what characters are actually shown for the page number. You can set your page number to display for the section as the following:
- Normal (1,2,3,...)
- Roman Small (i, ii, iii,...)
- Roman Large (I, II, III,...)
- Letter Small (a, b, c,...)
- Letter Large (A, B, C,...)
Xait recommends not using custom page numbering on layout templates that contain a Total Page count. The total pages metadata will not reflect the custom numbering entered. We suggest not using layout templates that contain the Total Page count metada, or to create a layout template that has an optional total pages metadata tag in an editable frame. This will allow you to remove the metadata tag if custom numbering needs to be used. For more on editable frames, see Editable Frames Article.
How to Use Custom Page Numbering
Here is how to update custom page numbering and view currently applied page numbering rules.
To Access the Custom Page Numbering Report:
- Click Section in the black menu bar at the top of the document workspace
- Select Section Page Numbering...
This will bring up the Custom Page Numbering Report. This report is also available on the Document menu, in Other Reports. From this menu, you'll be able to update the page numbering for all sections in your document.
To Update the Page Numbering Rule on a Section
- Click Edit to the right of the section name in the Custom Page numbering Report
- Update the prefix, the starting page number for the section ("Start At"), and the numbering type
- Click OK
The Custom Page Numbering Report also lets you see where a sections' page numbering comes from. Updating a section's page number will affect all sections below the updated section. These changes are easy to track and modify as needed with the Custom Page Numbering Report.
This section gives more information about how custom page numbering behaves when using XaitPorter.
If a section is copied, any custom page numbering rules are not copied. This ensures that the rest of the document is not affected by copying a section with a custom page numbering rule.
Linked sections do not keep their custom page numbering rules. New custom page numbering rules can be applied to linked sections. This ensures your document's numbering isn't affected by linked sections.
Duplicated projects and documents
Custom page numbering rules are included when a project or document is duplicated.
Custom page number can not be applied to the front matter (Title page, Table of Contents, list of pictures/tables/attachment). The front matter is numbered separately from the body matter. The page numbering type is set by the layout template.
Only PDF exports support custom page numbering. If you need to export a document with custom page numbering to Word, we suggest exporting to PDF, then saving that file as a Word file.
The total_pages metadata tag will always return the total pages for the body matter of your document. It is not recommended to use this metadata tag if you are updating your "Start At" values. As well, the numbering type for the total_pages metdata tag (such as Roman Numeral) is set on the layout template. Updating a section with a new Numbering Type will not change the total_pages tag.
Best practice is to not use the total_pages tag if the starting page number for any section is updated. You could also create a layout template that has an editable page number footer frame. This will allow you to edit the frame and remove the total_pages metadata tag if you use custom page numbering.