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Q&A

How to reference a figure from text in a technical document

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I'm preparing technical documentation for some software. For the installation, there are lots of screen grabs and they all have Figure x captions. What's the correct styling and means of referencing figures from text?

For example, if one step says:

Click OK to continue (see Figure 9).

Is this correct? Thanks.

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This post was sourced from https://writers.stackexchange.com/q/10257. It is licensed under CC BY-SA 3.0.

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1 answer

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In the absence of a style guide saying otherwise, your approach is fine. (So is abbreviating to "Fig.", though I prefer to spend the extra three letters and use the full word. It's also consistent with "Table", which I haven't seen abbreviated as "Tab.".)

Whatever you do, be consistent -- refer to all of your figures as "Figure N" and use that same text in the figure captions.

If the figure isn't immediately adjacent to the text, use a cross-reference. I believe all modern documentation formats support this.

One final thought: if your style permits this, for step-by-step instructions consider dispensing with the figure references. Do the 15 screen shots involved in configuring such-and-such preferences for your product really need to be individually numbered and listed in the table of contents (or table of figures)? Consider instead the following style:

  1. Select "File -> Preferences" to open the preferences panel:
    [screen shot of preferences panel]

  2. Select the "Advanced" tab:
    [screen shot of advanced tab]

  3. Click the "Configure SSL" button to (blah blah blah):

In this style, the screen shots become part of the narrative. This only works if each screen shot is only relevant once, in its immediate context; if you'll need to refer to them from elsewhere in the document, numbering will make that easier.

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