See 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.
- With InDesign Books you can set the numbering styles and values for pages, chapters, sections, and lists and have those numbers update automatically when the length or order of your documents changes, so let's check it out. The numbering options are found in the Book panel menu and there are Book Page Numbering Options and Document Numbering Options. Let's take a look at each of these. First we'll take a look at the document page numbering options and in order to choose this you have to have exactly one document selected in your book panel. If the document was closed it opens. In this dialog box you'll see all the settings that are in the Numbering and Section options dialog box that you can open from InDesign's layout menu or the pages panel. You can also just double-click on a page range to open this dialog box. Documents added to a book will number their pages and chapters sequentially with Arabic numerals unless you change those settings using either the numbering and section…
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.
Let’s say you want to use roman numerals for the introductory pages, arabic numbers for the main body and lowercase letters for the closing pages. Each of these formats can be selected in the Page Numbering Format dialog box. First, position the insertion point where you want to start using a different page number format. Choose Format > Page > Numbering. In the Page Numbering Format list box, select a format, and then choose OK to insert the page number.
In records containing punctuation, enclose data in a single occurrence of subfield ǂq in parentheses. Enclose data in multiple occurrences of subfield ǂq in one set of parentheses and separate individual occurrences of subfield ǂq with a space, semicolon, space. Omit any punctuation from the end of the field unless it ends with an ellipsis, hyphen, closing parenthesis, exclamation point, question mark, or period following an abbreviation.
Inserting page numbers into your InDesign document is quick and simple. The first thing to realise is that InDesign numbers pages according to the page numbers listed in the Pages Panel (Window > Pages). Unless you want to spend the time manually inserting individual page numbers to override this, you should understand how to define sections in your document (see Step 2, below).
Finally, open each remaining document in your Book file, go to the Pages panel, click on the thumbnail image of the first page of the document to highlight it, then click Numbering & Section Options in the Pages fly-out menu. Select Automatic Page Numbering at the top, and arabic numerals in the Page Numbering Style drop-down menu, as shown below, and click OK.
And what all did I forget to do? I forgot to go to 'Styles', 'Paragraph Styles', and I went, right click 'Redefine' because I've reverted to what it was before. So that's page numbering, we used A, B, C, D at the beginning. And we're going to use 1, 2, 3, 4, 5 for the rest of it. The only trouble happens, is when you go 'File', 'Print' now, and you're like, "Hmm." "I want to print pages." and you're not too sure. So what I have to do is go to A, through to 30. So it will include A, B, C, D, E, and all the way through the numbers. What if I just need A, B, or if I just print 1-30? It's going to skip out these first pages. That's just something to be aware of when you're printing, or making PDFs, that the page numbering is a little bit stranger now that we've gone and messed around with the page numbering.
If you use Versions (File + Versions) to store multiple versions of a document within a single file, then it will only be a matter of time before your document corrupts and you lose all your work. Avoid this feature like the plague - and like Fast Save and Master Documents, which are similarly broken – unless the document is of no importance to you. Taking backups won't necessarily help, because the corruption may creep up on you gradually, and by the time you realise you have a corruption you may have to go back to a very old file to get a clean document.
In bulleted lists, each paragraph begins with a bullet character. In numbered lists, each paragraph begins with an expression that includes a number or letter and a separator such as a period or parenthesis. The numbers in a numbered list are updated automatically when you add or remove paragraphs in the list. You can change the type of bullet or numbering style, the separator, the font attributes and character styles, and the type and amount of indent spacing.
A request for numbering headings in a new document doesn't have to elicit terror—it only sounds ghoulish. If you're good with styles, you might consider a custom numbered list style, but that's too much work. Instead, use Word's built-in heading styles for a painless process. My best advice is to get the numbering scheme in place before you create the document. Trying to number headings in an existing document really can cause nightmares!
Note If TAB and SHIFT+TAB do not work for changing the indents for outline numbering, you probably have the option Tabs and Backspace set left Indent turned off. To change this setting, from the Tools menu, choose Options. Select the Edit tab and check the option Tabs and backspace set left indent. As an alternative to turning this option on, you can instead use ALT+SHIFT+LEFT ARROW or RIGHT ARROW to increase or decrease outline numbering.
So I spent some time trying to figure it out, playing with Normal.dotm and the various styles (List paragraph, List Number, List Bullet etc etc). And finally, when I've got Normal.dotm open (i.e. I'm editing that template file), I get my result: I apply a standard numbered list, and it comes up flush left (i.e. not indented) and hanging at 1.0cm (cos I don't use inches...) and with a tab stop applied at 1.0cm as well - funky stuff!
CK Note: Word 2007 - 2013 interface has an different automatic numbering scheme which I have been told is much less subject to corruption. Microsoft Word 2010 Bible by Herb Tyson, MVP. However numbering is still very imperfect in these later versions. I still recommend following Shauna Kelly's step-by-step instructions (see above) if setting up numbering in a template or in a document likely to be heavily edited. If you start without doing this and end up with "spaghetti numbering," fixing it will be a very large chore!