2.3 Navigating a book

Updated: 20 April 2026

Help Centre - AffiniCore

Navigating a book

AffiniCore books are fully navigable on-screen. Every defined term, clause reference, and cross-reference is linked — blue, green, and red links each serve a distinct navigation purpose.

See it in action:

Watch how to navigate an AffiniCore book — following defined terms, clause references, and cross-references through a colour-coded link system that mirrors the way a professional reads a contract.

📹 Video Note: This training video uses the legacy term "IDF" which has been renamed to "AffiniCore" in our March 2026 update. The functionality and features shown remain unchanged—only the terminology has been updated throughout this help center.

url: https://vimeo.com/355313499

For step-by-step guidance, continue reading below.

1  Opening a book

From the Platform homepage, single-click a book title in the Navigation Tree to open its Table of Contents in the right-hand pane, then click the clause you want. Double-click a book icon to open the book directly. The book opens in a new browser tab.

To open a book in a new window — so you can compare two books side by side — hold Shift as you click the book icon.

Platform Homepage – Book Table of Contents

2 Table of Contents

The Table of Contents (TOC) on the left-hand pane mirrors the structure of the agreement, parsed to sub-clause level. Click any entry in the TOC to jump directly to that clause in the document.

The TOC updates as you scroll through the document. You can also collapse and expand sections to show or hide sub-clauses.

Book - Table of Contents

3  Defined terms (blue links)

Defined terms appear as blue links in the document text. Click a blue link to see a pop-up showing the term's definition and the source clause where it is defined.

• Use the copy button to copy any definition to your clipboard
• Use the back and forward buttons to navigate between definitions you have followed
• Hold CTRL as you click a new definition to keep multiple definitions open at the same time
• Click anywhere on the background page to close all open definitions

Blue defined term link — pop-up definition showing the term's definition and source clause

4  Cross-references within the book (green links)

References to other clauses within the same book appear as green links. Click a green link to jump to the referenced clause. Use your browser's back button to return to where you were.

To open a green link side by side with your current clause, hold Shift as you click.

Green cross-reference link — click to jump to the referenced clause within the same book

5  Cross-references to other books (red links)

References to clauses in other books appear as red links. Clicking a red link opens the referenced clause in a new browser tab. To open it in a new window instead, hold Shift as you click.

To return to your original position, close the new tab or window, or select your previous tab.

Red cross-reference link — opens the referenced clause in a new browser tab

6  Navigation tips

• Use the TOC to orient yourself within a long agreement — it updates as you scroll
• Use your browser's back button to retrace your steps after following any cross-reference
• Hold Shift when clicking any link to open it in a new window for side-by-side reading
• Use the search tool to locate a specific term across the full document — see Search
• Share a link to a specific clause with a colleague — see Creating and sharing Affinitext links