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Inserting smart lists into a document
Inserting smart lists into a document

Smart lists are markers that get activated during export

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Written by Support Desk
Last updated Jun 24, 2025

Follow these steps:

  1. With a section open, place your cursor where you require the smart list to appear
  2. Click the "Annotation" icon to open the menu
  3. Click the "Smart list" icon to open the menu
  4. Select the smart list you require from each of the different tabs
  5. Some smart lists have some options, so make appropriate selections
  6. Drag the smart list marker into your document and it will appear where your cursor is
  7. Hover of the smart list to see the delete icon (x)
  8. All smart lists in your document will be automatically activated during export

Types of smart lists

  • Content tab: table of contents
  • Content tab: list of images (5 types: charts, exhibits figures, media, tables)
  • Library tab: reference list (aka bibliography)
    • You can select the bibliography for your document or a specific collection
    • You can add a marker and have the reference list placed there during expirt, or you can insert a pre-formatted bibliography (pre-formatted bibliography will not be updated if any changes are made in the library)
  • Misc. tab: forced page break, scene break
  • Notes: Endnote list
  • Terms: List of abbreviations, Glossary or list of definitions, keywords list, list or organization names, list of people names, list of place names

Tips:

  • Exporting your document will activate the smart list marker and generate its content
  • Remember to add a heading into your document before the smart list marker
  • Currently, we cannot add the page number to generate an index. This is on our todo list.
  • Smart lists can be quickly added using a section template that already has a heading and the marker

See also:

  • Formatting smart lists in the style guide wizard