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Categories numbering system

PostPosted: 2017-12-08 06:25
by sakkthi
System information: [ Citavi Version 5.7, Windows 10, English, Google Chrome, MS Office 2016, Acrobat XI ]

Hi,

In citavi is it possible to insert the numbering system of categories in the word document also.Categories are serially numbered within citavi, while exporting to word if those numbers are exported it will be good, atleast optionally for those who need. or any other workaround is possible to achieve those.

Thanks
sakkthi.

Re: Categories numbering system

PostPosted: 2017-12-08 13:12
by Damien Reddy
Dear sakkthi,

Thank you for your inquiry.

If you created a category system in Citavi, you can easily insert it into your document using the Add-In for Word:

1.Switch to the Knowledge or References tab.

2.Make sure that the contents are organized by category. Otherwise, change the view on the View menu.

3.Right-click a category.

4.Select Insert as heading.

5.The first time you insert a category into your document, Citavi will ask if you want to insert the entire category system.

The Word Add-In inserts each category and applies Word heading styles. Top-level categories have the Heading 1 style, while second-level categories have the Heading 2 style, etc. You can change the numbering style on the Options menu.

Kind regards,
Damien

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Re: Categories numbering system

PostPosted: 2017-12-18 17:29
by sakkthi
Thank you for the reply.

Inserting Categories are headings are fine, but I need the numbers represented in the citavi.
Please check the actual output and the required output screenshot.

Thank you.

Re: Categories numbering system

PostPosted: 2017-12-18 19:05
by Damien Reddy
Hello,

Thank you for your reply.

Please select Export category system -> To Word from within Citavi and create a new Word file (screenshot).

Kind regards,
Damien

Re: Categories numbering system

PostPosted: 2017-12-18 19:24
by jay-squared
Or set up a multilevel list in Word using the same numbering scheme where the numbers are assigned to the heading style templates. I am fairly certain that is how this is supposed to work.

Re: Categories numbering system

PostPosted: 2017-12-18 19:54
by sakkthi
Damien Reddy wrote:Hello,

Thank you for your reply.

Please select Export category system -> To Word from within Citavi and create a new Word file (screenshot).

Kind regards,
Damien

Export category system lists only categories with their respective number, but the knowledge items are not exported.

Thanks

Re: Categories numbering system

PostPosted: 2017-12-19 10:09
by Sebastian Pabel
Hi,

there are two ways to achieve this goal in Citavi 5.

a) From within CItavi
Switch to the Knowledge section and click on Compilation > Save .... This will create a Word document containing all categories and their respective knowledge items. There is one disadvantage, however, if you use this method: the references are inserted into the document as plain text, i.e. you can't change your citation style in Word but are bound to the one you selected in Citavi for generating the compilation.

b) Using the Word Add-In
This is the preferred method as the references are inserted as fields. Switch to the Knowledge Tab In the Citavi Pane in Word. Right-click on the first category heading and select Insert categories and knowledge items. You can now choose which categories to add to the document and whether to include the knowledge items and core statements.

Best regards
Sebastian

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Re: Categories numbering system

PostPosted: 2017-12-19 17:59
by jay-squared
Just to drive that point home: b) will only work if you assigned the proper numbering system to your heading style templates, but it has the advantage of being the best and proper way of doing it without creating issues with your style templates in the first place. Also note that Word-AddIn route only works reliably if the panel is docked to main Word window, as the AddIn might ignore your attempts to click any checkboxes if it is a floating panel window.