How to reference a figure from text in a technical document
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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1 answer
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:
Select "File -> Preferences" to open the preferences panel:
[screen shot of preferences panel]Select the "Advanced" tab:
[screen shot of advanced tab]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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