The process of setting up chapter and volume numbers is essentially the same as setting up page numbers. You can use these numbering elements as a way to keep track of any number of items. Yes, they are labeled “chapters” and “volumes,” but if you ignore the labels, you’ll see that you can keep track of any “section” in a document. In fact, if you count page numbers, chapter numbers, volume numbers, and secondary page numbers, you’ll see that you have four different numbering methods at your disposal.
If you’ve already created separate InDesign files for your chapters, you can combine them using the Book feature just fine as long as they all have the same trim size. Books look better when margins and styles are consistent throughout, but it’s not a requirement. The Book feature will allow you to synchronize styles throughout all your booked documents, but again, it’s not a requirement, and it doesn’t happen automatically.
Suppose you’ve made some changes to the styles or swatches in your chapter 5 document, and now you want to use those updated styles or swatches throughout your book. Click in the column to the left of chapter 5 to set chapter 5 as your book’s style source. Select all the other documents that you want to synchronize to chapter 5 by pressing Ctrl/Cmd and clicking the documents (they’ll turn blue when selected).
Tip: Page numbers are printed on the top or bottom line in the text area of the page, not in the margin space. WordPerfect inserts a blank line to separate the page number from the rest of the document text. This reduces the amount of text that would normally fit on the page by two lines. If you decrease your top or bottom margin (depending on where you put the page numbers) to approximately 2/3 inch, you can regain the lost space, and the page numbers will appear to print in the margin space.
When you are ready to restart numbering, you can use the technique above, or you can place your cursor inside a numbered paragraph above, click the Format Painter (the paintbrush icon on the Home tab under Clipboard), then click on the line where you want to restart numbering. Using Format Painter this way solves several paragraph numbering problems (the number sequence, indents, and inter-paragraph spacing) simultaneously.
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.
Mike Rankin is the editor in chief of InDesignSecrets.com, InDesign Magazine, and CreativePro.com. Since 1995, Mike has enjoyed working in nearly every aspect of publishing production, including design, project management, layout, illustration, and prepress. He is a regular speaker at conferences like PePcon: The Print + ePublishing Conference and the InDesign Conference.
In a legal document, it's rare for every paragraph in the document to be numbered. Usually, you change between numbered paragraphs and non-numbered (plain) paragraphs of text. When Word sees you switching between these types of formats, it usually tries to help by restarting your numbered list back at "1" (or the first value of your list, such as "A"). There are a few different ways to make the number follow the last number of your paragraphs. In Word, this is called Continue from Previous List.
An InDesign document can only have one chapter, and these chapters are typically combined in an InDesign book. To insert a chapter number, create a text frame where you want the chapter number to appear on either a document or master page. Click on the "Type" menu, then "Text Variables," "Insert Text Variable" and then "Chapter Number." Update the chapter number if necessary to keep your chapter numbers consecutive by clicking on "Numbering & Section Options" in the Layout menu.
Each time you work on a document in your Book file, it’s best to open your Book file first, then double-click the document to open it within the Book file. That way, the Book file remains up to date. If you work on a document outside of the Book file, the Book file will show an error symbol next to that document. If that happens, just double-click the document in the Book file to open it and re-save it to get rid of the error. And after you’ve saved your documents, remember to save your Book file too.
If you start to type in what appears to be a numbered list, Word formats your manually typed "numbers" to an automatic numbered list. The main benefit of this option is that you do not need to click any button to start numbering and you can choose your numbering style as well. For example, if you type "(a) some text" and press Enter, it starts numbering using the "(a)" format.