Over the last few months, we've reviewed Word's numbered list features. Specifically, How to control spacing and alignment in a numbered list in Microsoft Word shows how to control spacing and alignment and How to number headings in a Word 2016 document shows a simple way to number headings. In this article, we'll continue by reviewing Word's Multilevel List feature. Fortunately, it's easier to implement and modify than you might think.

Thanks for asking, but if you haven't done the Google search I suggested in post 1 of this thread and practiced with any of the tutorials at the linked resources there, or those recommended in posts 2 and 6, please do. Perhaps someone on the list will do the work you're requesting. As a trainer I feel my best value is to offer paths to solutions so folks can learn to use the tools. Some tools require more practice, but those are the ones that give the most pleasure of discovery at the "Aha!" moment that comes when one "gets it."
By default, bullets and numbers inherit some of their text formatting from the first character in the paragraph to which they’re attached. If the first character in one paragraph is different from the first characters in other paragraphs, the numbering or bullet character may appear inconsistent with the other list items. If this is not the formatting you desire, create a character style for numbers or bullets and apply it to your list by using the Bullets And Numbering dialog box.
I have a word document with a table of 6 exact cells on a full page table. In those cell areas I have been printing tickets with a list and a mail merge and updating labels. I call to an excel list of 1-2000 and then I generate all the pages through the Finish and Merge option. This all works perfect. I get 2000 individually numbered tickets to print...however...I then have six tickets printed on a page of paper with ticket numbers 1, 2, 3, 4, 5 ,6 then the next page has 7,8,9,10,11,12. This is fine but I then have to cut and stack these tickets in groups of six and at that point none of the numbering is sequential. The tickets are basically random.
A defined list can be interrupted by other paragraphs and lists, and can span different stories and different documents in a book. For example, use defined lists to create a multi-level outline, or to create a running list of numbered table names throughout your document. You can also define lists for separately numbered or bulleted items that are mixed together. For example, in a list of questions and answers, define one list for numbering the questions and another for numbering the answers.

Understanding outline numbering and how outline numbering interacts with styles is crucial to your success in using Word with legal documents. Basic outline numbering can be handled much the same way as bullets and numbering. Seven default outline numbered lists come with Word. Three of the lists format the paragraphs with outline numbers. These lists are in the top row of the dialog box. The remaining four format the paragraphs with outline numbers and apply heading styles to the paragraphs and can be found in the bottom row.

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Click the plus sign at the bottom of the panel to open the Add Documents dialog box. Navigate to your chapter documents and select them all at once (select the first one, press Shift, then select the last one), then click Open. Now the documents will all be shown in your Book file. Save the Book file by clicking the Save the Book icon at the bottom of the panel (second from the left). Here is what our Book Design Made Simple panel looks like:
All of this happens in the Bullets & Numbering dialog box, shown below. You will definitely want to use paragraph styles for this. My first one is called Chapter title. You will need to begin by changing the List Type to Numbers for all of the levels, and you must both name the List and use the same named list for all Levels. You do this by selecting the List > New List.
You’ll see in the Book file shown below that the left column contains a symbol in one of the rows called Indicates the Style Source. It means that the document in that row contains the styles that govern all the documents in the Book file if you choose to synchronize the styles. Synchronizing styles using the Book feature will synchronize your paragraph styles, character styles, object styles, and color swatches.

There are three settings we need to embed in this field. The first is to tell it what kind of numbering we want to do (in this case, “First, Second, Third”), what case we want to use (upper case, title case, etc.), and a switch to tell Microsoft Word to increment the numbers. Click each of these settings as shown below, being sure to click Add to Field after each one:
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Raffle Ticket and Event Ticket NumberingRaffle ticket numbering can be easy and give you a larger array of products to offer your customers.     Besides the printer, and software you will need a paper cutter and perforator if you are going to offer a ticket with a stub. For a small table top machine that is affordable I would recommend the unit below. This is adjustable and allows for multi perforations and scoring in one pass.


I want to point out that if this document is a fixed set of standards but will be amended in later editions, then autonumbers will increment, which is a bad idea. In legal documents, numbers are usually static, and deletions are struck-through, not deleted, to preserve the original numbering, so that older and newer editions can be compared number-by-number. Inserted and appended content would need to be manually numbered. You may want to create the first edition with autonumbering, then convert the numbered list numbers to text, to avoid unwanted renumbering in future editions.

The heading here could be anything: affirmative defenses in an answer, articles in a contract, etc. It doesn’t matter; the technique is the same with only slight variations. The result is that you’ll have a heading saved in your Quick Parts that will be numbered correctly, no matter how many items you add or delete. This makes this technique particularly useful in building templates for common documents; because it’s always easier to delete than add, they’ll re-number themselves after editing.


Actually the Numbering & Section Options are not available in the Master page setup which is where the page numbering was set (so that I can have the chapter number appear on all odd-numbered pages). The Numbering & Section Options are, however, available on the normal pages. So that’s where I’ve set the automatic numbering, but of course nothing changes — the book is chapter 1 throughout. As for the setting in the “book panel”, this is something I can’t find. I don’t appear to have a “book panel”. I do have pages panel that seems to fit the description, but there is no add-document setting.


There are three settings we need to embed in this field. The first is to tell it what kind of numbering we want to do (in this case, “First, Second, Third”), what case we want to use (upper case, title case, etc.), and a switch to tell Microsoft Word to increment the numbers. Click each of these settings as shown below, being sure to click Add to Field after each one:
If you would like the page number placed in a different location, open the Position list box and choose another option. Notice how the preview pages are updated to show you how the page number will look on the printed page. Choose OK to insert the page number code. This code will be automatically updated with the correct page number, no matter how many pages you add or subtract from the document

While InDesign veterans may assume everyone already knows this, I can assure you I have worked with very sophisticated documents from designers who did not take advantage of this basic feature. A good rule of thumb to keep in mind as you tackle InDesign challenges is this: If it’s repetitious, tedious, or time-consuming, there’s probably a built-in solution right there in the program. You just need to go look for it.


The values for Number position (here called Aligned at), Text indent and Follow number with are in the Position section at the bottom. With multi-level numbering, you also have easy access to settings that control the type of numbering at each level, the characters before and after each level’s numbers (period versus parenthesis), and the list number style (1, a, I, etc.).
You can add many of these items by using text variables. InDesign includes several preset variables, such as Creation Date and File Name. You can modify these variables, and you can create your own. For example, you can create a variable that displays the first use of a Heading paragraph style in the header or footer. Once you create or edit the variables you need, you assemble them on the master page to create your header and footer, and then you apply the master page to the appropriate document pages.
Word's Numbering Explained by John McGhie, MVP - comprehensive and not pretty (Downloadable pdf file in letter size) - Reading this is vital to anyone attempting to use automatic numbering or bullets in a law office setting or other places where the documents are likely to be reused or heavily edited. See also How to Create a Template with a downloadable template with style-based numbering. I strongly recommend that you read both of these before doing anything with the contents of this chapter.
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