Add links and references in Writer

Working with Links and References

Footnotes/endnotes

Footnotes are added at the end of a page while endnotes can be added at the end of a document. If you've used superscript in your writing to make references, you can use footnotes/endnotes to give relevant explanations.

Add new footnote/endnote

To add footnote/endnote,

  1. Click More > Insert tab.
  2. Click the Endnote/Footnote buttons under the References & Comments header. The footnote/endnote will be added.
  3. You can now change the style settings and format from the Footnote/Endnote properties panel.

Convert endnote to footnote

You can convert an endnote to footnote and vice versa.

To convert endnote to footnote,

  1. Select the endnote/footnote.
  2. Right click on the inserted endnote/footnote and click Convert this endnote/footnote option.

Delete footnote/endnote

To delete footnote/endnote,

  1. Select the endnote/footnote.
  2. Right click the endnote/footnote to delete them.

You can create hyperlinks to direct the reader to a detailed explanation of a concept, a related document or web page.

To add hyperlinks

  1. Select document text.
  2. Click the Link icon in the pinnable tool pallet. Alternatively, click More > Insert tab > Link icon.
  3. Enter the required URL in the pop-up click Apply.
InfoTo link a piece of text to a specific section within the document, click the Link icon and select the title of the section from the drop-down list that appears in the pop-out box. Click Apply.


Add bookmarks

Bookmarks can be used to identify or locate a piece of text in a document for future references.

To add a bookmark,

  1. Select the text you want to bookmark or position your cursor where you want to add the bookmark.
  2. Click More > Insert tab.
  3. Click Bookmark under References & Comments.
  4. Enter the bookmark name and click Insert. The Bookmark icon will appear at the reference point.

Manage bookmarks

You can view the list of boomarks created, go to the respective links, modify them or delete them, whenever required.

To manage bookmarks,

  1. Click More > Insert tab.
  2. Click Bookmark under References & Comments.
  3. Click the Advanced options link to view the other bookmarks created within the document.
  4. Now choose to "Go To" the required bookmark or "Delete" bookmarks as per your needs.

Table of contents

Before you create a table of contents, make sure that the headings in your document are formatted using the Heading Styles in the Format tab. This will help Zoho Writer recognize the headings in your document.

To create table of contents,

  1. Click More > Insert tab.
  2. Under References & Comments header, click Table of Contents.
  3. Choose your preferences in the tab and click Insert. The table of contents will be created.

TOC Title

After you insert the TOC you can simply change the TOC's title to anything of your choice by deleting the words "Table of Contents".



Refresh TOC

If you are adding headings or making changes to them in the document after inserting TOC, you have to refresh the TOC for it to show the changes made. To refresh, 
  1. Click Refresh.
  2. Choose Update page numbers only if you don't want the changes to be updated in the contents of the TOC.
  3. Choose Update entire table to update the whole table along with the page numbers.

Captions

Add captions to objects like tables, equations, images, charts, and more to provide context. You can also number and label the captions, making it easier to reference these objects in a document.

How to add a caption 

  1. Place the cursor where you want to insert the caption or select the object to which you wish to add the caption.
  2. Click on the Hamburger menu, and go to the Insert tab in the left panel.
  3. Under References & Comments > Captions dropdown, click Insert Caption.
  4. In the Insert Caption window,
    1. Choose caption type- At the top, there's a dropdown menu (e.g., "Figure") to select the type of object to caption (e.g., Figure, Table, or custom types). You can also create custom labels like Chart, Appendix, etc.
    2. Set numbering format- The numbering style (e.g., "1, 2, 3,...") is shown next to the caption type. Specify the sequence format of the captions.
    3. Add a description- Provide a descriptive label to the object.
    4. Position the caption- Select whether the caption appears above or below the object.
      Note: Positioning is enabled only when you add a caption to the object by selecting it.
    5. Include chapter numbers- Check to include the chapter numbers in the caption (e.g., "Figure 2-1" where "2" corresponds to the chapter number).
    6. Define Chapter Start Style- Choose which heading style (e.g., Heading 1) determines the chapter structure.
    7. Separator Type- Select a character (e.g., hyphen, period) to separate the chapter and figure numbers. (e.g., "Figure 1-1" vs. "Figure 1.1")



Auto Caption

Zoho Writer provides an option to automatically add a caption when you insert an object. You can define the format and objects (tables, charts, etc.) for which you need the auto caption option.

How to enable Auto Caption

  1. Place the cursor anywhere in the document.
  2. Click on the Hamburger menu, and go to the Insert tab in the left panel.
  3. Under References & Comments > Captions dropdown, click Auto Caption.
  4. Turn the toggle on to enable Auto Caption.
  5. In the Auto Caption window,
    1. Select the types of objects for which you want Writer to add captions automatically (e.g., Tables, Images, Charts).
    2. Choose or customize the label (e.g., "Figure" or "Table").
    3. Set the position of the caption (Above or Below the object).
    4. Click Save to apply.



Table of Figures

Table of Figures is a list of captions or labels for objects such as images, tables, equations, and more in a document. It is similar to a table of contents but exclusively for the document objects, making it easier to navigate to or locate the desired object.
 

How to insert a Table of Figures

  1. Add Captions to Figures
  2. Place the cursor where you want to insert the table.
  3. Click on the Hamburger menu, and go to the Insert tab in the left panel.
  4. Under References & Comments > Captions dropdown > Insert Table of figures.
  5. Choose the appropriate caption label and formatting options.
  6. Click Insert to generate the table.

How to update Table of Figures

  1. Click the table and select the Settings icon.
  2. Make necessary changes and click Update Table in the left panel.


Cross reference

A cross reference acts as a clickable link to enable your readers to instantly navigate to specific parts of the document, which has relevant or more detailed information.

Following are a few common document types and cross-references used in them:
  1. Books and articles: See chapter 4 for more details
  2. Legal documents: Refer to clause 13.2 for return policy
  3. User manuals: See page 22 for installation steps
  4. Research papers: Refer to Figure 6 for results
Types of cross reference in Zoho Writer
  1. Heading – Link to a specific heading in your document.
  2. Numbered List – Reference a numbered list item for structured content.
  3. Bookmark – Create a link to a bookmarked section for quick access.
  4. Footnote – Refer to a footnote in the document.
  5. Endnote – Cite an endnote for additional references.
  6. Caption (Figure, Diagram, Table) – Link to a figure, diagram, or table with an automatically updating label.
Cross Reference text
When adding a cross-reference, you can choose how it appears in your document. For example, you can refer to a heading by its text, page number, or position (above/below).

The following formats are available for each reference type:

Cross Reference type

Cross reference text/ format

Heading

heading text, heading's page number, Heading number, "above" or "below"

Numbered list

List item's page number, list item's paragraph number, list item's paragraph text, "above" or "below"

Bookmark

Bookmark text, bookmark's page number, bookmark's paragraph number, "above" or "below"

Footnote

Footnote number, Formatted footnote number, Footnote's page number, "above" or "below"

Endnote

Endnote number, Formatted Endnote number, Endnote's page number, "above" or "below"

Caption

Entire caption, Caption's label and number, Caption's description text only, caption's page number, "above" or "below"


How to insert a cross reference in Zoho Writer

  1. Inside a Writer document, place the cursor where you want to insert the cross-reference. 
  2. Click on the hamburger menu to open the left panel.
  3. Go to Insert pane > References & Comments and click on Cross Reference. 
  4. In the Cross-Reference panel, select the type of reference.  
  5. Choose the specific item you want to reference from the list. 
  6. Select the format (e.g., text, page number, or above or below).
  7. Click Insert Cross Reference to add the cross reference.

Warning
Note: When importing or exporting documents, the cross references are not retained.

How to update inserted cross reference

When you modify or move the referenced content, you can update them by following these steps:
  1. Click on the inserted cross reference.
  2. Select Update Field to refresh the reference.
Notes
Note: When you modify a cross-referenced text or value and print the document or save it as a PDF, all references to that value are updated automatically. 

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