How To Use Cross-Referencing In Documents

Learn how to insert, update, and manage cross-references with Precisely’s cross-referencing tool.

Precisely’s cross-referencing tool makes it easy to insert links to numbered clauses in your document, helping you reference related sections and navigate contracts more efficiently. When clauses are edited and renumbered, cross-references can be updated automatically to stay accurate.

How to Insert a Cross-Reference 

To insert a cross-reference in your document:

1. Click where you'd like the reference to appear.

2. In the top toolbar, click the Cross-Reference button.

3. Select the clause you want to link to.

4. Click Insert as Link.

The clause number will appear in your document as a clickable link, allowing quick navigation to the referenced clause.

How to Update Cross-Reference Numbering

If edits to your document change the numbering of clauses, you can easily update all cross-references:
 

1. Click the Update All Cross-References button in the top toolbar.

2. All cross-reference numbers will be automatically updated to reflect the current clause numbering.

How to Fix Cross-Reference Errors

If the source of a cross-reference is deleted from the document, you’ll see the message:
Error! Cross-reference source not found.

To resolve this:

• Delete the error message (e.g., press Backspace).

• Insert a new cross-reference if needed, using the steps above.

Import Cross-References from Word

When importing a Word document into Precisely, any cross-references or bookmarks included in the document will be retained.

Note: For cross-references or bookmarks to display correctly after import, they must be inserted into a clause list in the original Word document.