How to Use WPS Directory on Windows

Use WPS Directory on Windows with 4 how-to topics, including inserting an automatic directory and updating it; 4 topics are available without membership and 0 are membership-related.

How-to Index

How-to Guide

1. Insert an Automatic Directory

Feature entry: References tab → Directory drop-down menu

1. Place the cursor where you want to insert the directory, usually near the beginning of the document.
2. Click the References tab.
3. Open the Directory drop-down menu.
4. Select the directory style you want.
5. The directory is generated automatically from the heading styles already used in the document.

Success Criteria

• Interface result: A structured directory appears in the document.
• Next action available: You can continue editing the document and update the directory later.

Tips While Using

• The directory depends on heading styles. Normal body text is not added automatically.
• It is helpful to finish the main heading structure before inserting the directory.

2. Update the Directory

Feature entry: References tab → Update Directory

1. When document content or page numbers change, click the existing directory area first.
2. Click Update Directory on the References tab.
3. Choose the update method based on your needs, such as updating page numbers only or updating the entire directory.
4. Click OK to finish.

Success Criteria

• Interface result: The headings or page numbers in the directory reflect the current document state.
• Next action available: You can keep editing and update again when needed.

Tips While Using

• If you added or changed heading text, update the entire directory.
• If only page numbers changed, updating page numbers only may be enough.

3. Adjust Directory Levels

Feature entry: References tab → Directory Level drop-down menu

1. Select the heading text whose directory level you want to adjust.
2. Click the References tab.
3. Open the Directory Level drop-down menu.
4. Choose the appropriate directory level for the current heading.
5. Update the directory if you want to review the result immediately.

Success Criteria

• Interface result: The heading appears at a different level in the directory.
• Next action available: You can continue standardizing other heading levels.

Tips While Using

• Keep directory levels consistent with the document structure.
• For multi-level documents, it is helpful to standardize heading rules before making broad adjustments.

4. Customize Directory Style

Feature entry: References tab → Directory drop-down menu → Custom Directory

1. Click the References tab.
2. Open the Directory drop-down menu.
3. Select Custom Directory.
4. In the dialog box, set the number of displayed levels, whether to show page numbers, whether page numbers are right-aligned, and whether to use hyperlinks.
5. Click OK to apply the settings.

Success Criteria

• Interface result: The directory style updates according to your settings.
• Next action available: You can continue adjusting layout or reopen the custom directory settings later.

Tips While Using

• It is helpful to finalize directory style before the final layout review.
• If the result does not match your needs, reopen the custom directory settings and adjust again.