Word 2007

Microsoft® Office
Word 2007
Saurabh Sir Notes

Saurabh sir Notes
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The Fundamentals
Starting Word 2007  Exercise

• Exercise File: None required.
In order to use a program, you must start—or launch—it
first. • Exercise: Start the Microsoft Office Word 2007 program.
Windows XP
1. Click the Windows Start button.

The Start menu appears.
2. Point to All Programs.

A menu appears. The programs and menus listed here
will depend on the programs installed on your
computer.
3. Point to Microsoft Office.
4. Click Microsoft Office Word 2007.

The Word 2007 program screen appears.
Windows Vista
1. Click the Windows Start button.

Figure 1-1: The All Programs menu in Windows XP.
The Start menu appears.
2. Click All Programs.

The left pane of the Start menu displays the programs
and menus installed on your computer.
3. Click Microsoft Office.
4. Select Microsoft Office Word 2007.

The Word 2007 program screen appears.
Tips
 If you use Word 2007 frequently, you might consider
pinning it to the Start menu. To do this, right-click
Microsoft Office Word 2007 in the All Programs
menu and select Pin to Start Menu from the
contextual menu.
 Depending on how your computer is set up, the
procedure for starting Word 2007 might be a little
different from that described here.
Figure 1-2: The All Programs menu in Windows Vista.
Saurabh sir notes 11

The Fundamentals
What’s New in Word 2007  Exercise

Word 2007 is very different from previous versions of the
program. The table below gives you an overview of what • Exercise: Review the new features in Microsoft Office
Word 2007.
to expect.
Table 1-1: What’s New in Word 2007
New user interface The new results-oriented user interface (UI) is the most noticeable change in Word 2007. Traditional
menus and toolbars have been replaced by the Ribbon, a single mechanism that makes all the
commands needed to perform a task readily available.
Live Preview Allows you to preview how a formatting change will look before applying it. Simply point to the
selection on the Ribbon or Mini Toolbar and Word 2007 shows you a preview of what your document
would look like if the selected changes were applied.
XML compatibility The new Word 2007 XML format (.docx) is much smaller in file size and makes it easier to recover
damaged or corrupted files. Files based on XML have the potential to be more robust and integrated
with information systems and external data.
Improved styles and themes Preset styles and themes let you change the overall look and feel of a document in just a few clicks.
Preformatted elements Building blocks are one of the most useful additions to Word 2007. Add these fully designed elements,
such as cover pages, pull quotes, and headers and footers, to your documents look more polished with a
few clicks.
Citation Manager Writing academic papers is much easier with a tool that allows you to store citation information,
making it very easy to cite a source and compile a bibliography.
Enhanced special effects Now you can apply reflection, glow, bevel, and 3-D rotation effects to shapes, and warping to text and
images.
Improved spell check If you change one of several spelling checker options in one Office program, that option is now updated
in all the programs. Also, the Word 2007 spell checker can now recognize some contextual spelling
errors—for example, the use of ―their‖ vs. ―there‖.
SmartArt The new SmartArt graphics feature offers new diagram types and more layout options, and lets you
convert text such as a bulleted list into a diagram.
Full Screen Reading view This view is optimized for reading. Only necessary toolbars appear, making room for enlarged text and
navigational tools. Draft view is also new, and allows you to view the document as a draft so you can
make quick changes to the text.
Save as PDF Now you can install a Word add-in that allows you to save a document as a PDF without using third-
party software. PDF format allows you to share your document with users on any platform.
Document Inspector Removes comments, tracked changes, metadata (document history such as the author and editors) and
other information that you don’t want to appear in the finished document.
Digital Signature Adding a digital signature to a document prevents inadvertent changes, ensuring that your content
cannot be altered.
Better sharing capabilities Microsoft Office SharePoint Server 2007 makes it easier to share and manage documents from within
Word 2007.
Macro detection A special file format is used for macro-enabled documents, so it’s easy to tell if a file is capable of
running macros.
12 © 2007 CustomGuide, Inc.

The Fundamentals
Understanding the Word 2007  Exercise

Program Screen
• Exercise: Understand and experiment with the different
The Word 2007 program screen may seem confusing and parts of the Microsoft Office Word 2007 screen.
overwhelming at first. This lesson will help you become
familiar with the Word 2007 program screen as well as the
new user interface.
Office Button: Replaces the File menu found in previous Document window: This is where you enter and work on
versions of Word. document content.
Quick Access Toolbar: Contains common commands such as Zoom slider: Click and drag the slider to zoom in or out of
Save and Undo. You can add more commands as well. a slide. You can also use the + and – buttons.
Title bar: Displays the name of the program you are using and View shortcuts: Quickly switch between Print Layout, Full
the name of the document you are currently working on. Screen Reading, Web Layout, Outline, and Draft views.
Close button: Click here to close the current document. If only Status bar: Displays information about your document.
one document is open, clicking this button will close the Word Right-click it to specify which information is shown.
program as well.
Ribbon: The tabs on the Ribbon replace the menus and toolbars Insertion Point: The small, blinking bar controls where
found in previous versions of Word. document content is entered. Move the insertion point with
the mouse, or the arrow keys on the keyboard.
Scroll bar: There are both vertical and horizontal scroll bars: Ruler: Displays left and right paragraph intents, document
you use them to view and move in your document. margins, and tab stops. Click the View Ruler button above
the vertical scroll bar to view or hide the ruler.

The Fundamentals
Understanding the Ribbon  Exercise

Word 2007 provides easy access to commands through
the Ribbon, which replaces the menus and toolbars found • Exercise: Click each tab on the Ribbon to view its
commands.
in previous versions of Word 2007. The Ribbon keeps
commands visible while you work instead of hiding them
under menus or toolbars.
The Ribbon is made up of three basic components: Command tab Contextual tab
Tabs
Commands are organized into tabs on the Ribbon. Each
tab contains a different set of commands. There are three
different types of tabs:
 Command tabs: These tabs appear by default
whenever you open the Word 2007 program. In Word Button Group Dialog Box
2007, the <tab names> tabs appear by default. Launcher
 Contextual tabs: Contextual tabs appear whenever Figure 1-3: Ribbon elements.
you perform a specific task and offer commands
relative to only that task. For example, whenever you
select a picture, the Format tab appears in the Ribbon
under Picture Tools.
 Program tabs: If you switch to a different authoring
mode or view, such as Print Preview, program tabs
replace the default command tabs that appear on the
Ribbon.
Groups
The commands found on each tab are organized into
groups of related commands. For example, the Font group
contains commands used for formatting fonts. Click the
Dialog Box Launcher ( ) in the bottom-right corner of a
group to display even more commands.
Tips
 Based on the size of the program window, Word
changes the appearance and layout of the commands
within the groups.
Buttons
One way to issue a command is by clicking its button on
the Ribbon. Buttons are the smallest element of the
Ribbon and change color when clicked.
Tips
Figure 1-4: The Ribbon with the groups hidden so only the
 You can hide the Ribbon so that only tab names
tab names appear.
appear, giving you more room in the program
window. To do this, double-click the currently
displayed command tab. To display the Ribbon again,
click any tab.

The Fundamentals
Using the Office Button and  Exercise

Quick Access Toolbar
• Exercise: Click the Office Button to open it. Move the
Near the Ribbon at the top of the program window are Quick Access Toolbar below the Ribbon, then move it back
two other tools you can use to give commands in Word above the Ribbon.
2007: The Office Button and the Quick Access Toolbar.
Office Button
The Office Button appears in the upper-left corner of the
program window and contains basic file management
commands including New, which creates a new file;
Open, which opens a file; Save, which saves the currently
opened file; and Close, which closes the currently opened
file.
Tips
 The Office Button replaces the File menu found in
previous versions of Word 2007.
Quick Access Toolbar

The Quick Access Toolbar appears to the right of the
Office Button and provides easy access to the commands
you use most frequently. By default, the Save, Undo, and
Redo buttons appear on the toolbar; however, you can
customize this toolbar to meet your needs by adding or
removing buttons. To customize it:
 Click the Customize Quick Access Toolbar button
at the end of the Quick Access Toolbar and select the
commands you want to add or remove.
Tips Figure 1-5: The Office Button menu.
 You can change where the Quick Access Toolbar

appears in the program window. To do this, click the
Customize Quick Access Toolbar button at the end
of the Quick Access Toolbar. Select Show Below the
Ribbon or Show Above the Ribbon, depending on
the toolbar’s current location.
Save Undo Redo Customize
Figure 1-6: The Quick Access Toolbar.

The Fundamentals
Using Keyboard Commands  Exercise

Another way to give commands in Word 2007 is using the
keyboard. There are two different types of keyboard • Exercise: Memorize some common keystroke shortcuts.
Then view Key Tips in the program.
commands in Word 2007: keystroke shortcuts and Key
Tips.
Keystroke shortcuts
Keystroke shortcuts are one of the fastest ways to give Table 1-2: Common Keystroke Shortcuts
commands in Word 2007. They’re especially great for <Ctrl> + <O> Opens a document.
issuing common commands, such as saving a document
or undoing your last action. <Ctrl> + <N> Creates a new document.
<Ctrl> + <S> Saves the current document.
In order to issue a command using a keystroke shortcut,
you simply press a combination of keys on your <Ctrl> + Prints the document.
keyboard. For example, rather than clicking the Copy <Ctrl> + Toggles bold font formatting.
button on the Ribbon to copy text, you could press and
hold the copy keystroke shortcut, <Ctrl> + <C>. <Ctrl> + Toggles italic font formatting.
<Ctrl> + <C> Copies the selected text or object.
Key Tips <Ctrl> + <X> Cuts the selected text or object.
New in Word 2007, Key Tips appear whenever you press <Ctrl> + <V> Pastes the selected text or object.
the <Alt> key. You can use Key Tips to perform just about
<Ctrl> + <Home> Moves the insertion point to the
any action in Word 2007, without ever having to use the
beginning of the document.
mouse.
<Ctrl> + <End> Moves the insertion point to the end of
To issue a command using a Key Tip, first press the <Alt> the document.
key. Tiny letters and numbers, called badges, appear on
the Office Button, the Quick Access Toolbar, and all of
the tabs on the Ribbon. Depending on the command you
want to issue, press the letter or number key indicated on
the badge. Repeat this step as necessary until the desired
command has been issued.
Key Tip badge
Figure 1-7: Press the <Alt> key to display Key Tips.

The Fundamentals
Using Contextual Menus and  Exercise

the Mini Toolbar
• Exercise: Open a contextual menu in the main area and
There are two tools that you can use in Word 2007 that other parts of the program window.
make relevant commands even more readily available:
contextual menus and the Mini Toolbar.
Contextual menus
A contextual menu displays a list of commands related to
a specific object or area. To open a contextual menu:
1. Right-click an object or area of the document or

program screen.
A contextual menu appears, displaying commands Figure 1-8: The Mini Toolbar.
that are relevant to the object or area that you right-
clicked.
2. Select an option from the contextual menu, or click

anywhere outside the contextual menu to close it
without selecting anything.
The Mini Toolbar

New in Word 2007, the Mini Toolbar appears whenever
you select text and contains common text formatting
commands. To view the Mini Toolbar:
1. Select a block of text.

The Mini Toolbar appears above the text you
selected.
Trap: Sometimes the Mini Toolbar can be hard to
see due to its transparency. To make the Mini
Toolbar more visible, point to it.
2. Click the desired command on the Mini Toolbar or

click anywhere outside the Mini Toolbar to close it.
Figure 1-9: A contextual menu.
Tip: If you don’t want the Mini Toolbar to appear
every time you select a block of text, click the
Office Button and click the Word 2007 Options
button. Click the Personalize category, uncheck
the Show Mini Toolbar on selection check box,
and click OK.

The Fundamentals
Using Help  Exercise

When you don’t know how to do something in Word
2007, look up your question in the Word 2007 Help files. • Exercise: Search the term ―document margins‖. Search the
term again using ―Content from this computer‖ only.
The Word 2007 Help files can answer your questions,
Browse topics in the ―Formatting‖ category of Help.
offer tips, and provide help for all of Word 2007’s
features.
Search for help
1. Click the Microsoft Office Word 2007 Help button

( ) on the Ribbon.
The Word 2007 Help window appears.
Other Ways to Open the Help window:
Press <F1>.
2. Type what you want to search for in the Type words

to search for box and press <Enter>.
A list of help topics appears.
3. Click the topic that best matches what you’re looking

for.
Word 2007 displays information regarding the
selected topic.
Figure 1-10: The Word Help window.
Browse for help
1. Click the Microsoft Office Word 2007 Help button

( ) on the Ribbon.
Table 1-3: Help buttons
The Word 2007 Help window appears.
Click here to move back to the
Other Ways to Open the Help window: Back
previous help topic.
Press <F1>.
Click here to move forward to
Forward
the next help topic.
2. Click the category that you want to browse.
Click here to return to the Help
The topics within the selected category appear. Home
home page.
Click here to print the current
3. Click the topic that best matches what you’re looking Print
help topic.
for.
Click here to change the size of
Word 2007 displays information regarding the Change Font Size
the text in the Help window.
selected topic.
Show Table of Click here to browse for help
Choose the Help source Contents using the Table of Contents.
If you are connected to the Internet, Word 2007 retrieves Click here to layer the Help
help from the Office Online database by default. You can window so that it appears behind
Keep On Top
easily change this to meet your needs. all other Microsoft Office
programs.
1. Click the Search button list arrow in the Word 2007
Help window.
A list of options appears.

The Fundamentals
2. Select an option from the list.

Tips
 When a standard search returns too many results, try
searching individual sources to narrow things down a
bit.
 Office 2007 offers enhanced ScreenTips for many
buttons on the Ribbon. You can use these ScreenTips
to learn more about what a button does and, where
available, view a keystroke shortcut for the
command. If you see the message ―Press F1 for more
help, press <F1> to get more information relative to
that command.
 When you are working in a dialog box, click the
Help button ( ) in the upper right-hand corner to get
help regarding the commands in the dialog box.

Document Basics
Creating a New Document

A new document automatically appears upon opening
Word, but it’s also helpful to know how to create a new
document within the application. You can create a blank
new document, such as the one that appears when you
open Word, or you can create a new document based on a
template.
Create a new blank document
1. Click the Office Button and select New.

The New Document dialog box appears. By default,
the Blank document option is already selected.
2. Make sure the Blank document option is selected

and click Create.
The new blank document appears in the Word
application screen.
Other Ways to Create a Blank Document:
Double-click the Blank document option. Or
press <Ctrl> + <N>.
Create a document from a template

Figure 2-1: The New Document dialog box.
 Click the Office Button and select New.
The New Document dialog box appears. There are
several ways you can create a new document from a
template. Different categories are listed to the left:
 Blank and recent: This category is selected by
default. Select a template in the Recently Used
Templates area and click Create.
 Installed Templates: Click this category to view
templates that were installed on your computer
with Microsoft Office. Select the template from
which you want to create a new document and
click Create.
 My templates: Select My Templates to open a
dialog box that displays templates you have
created and saved on your computer.
 New from existing: Select New from Existing to
open a dialog box that allows you to browse for a
document on your computer that you want to base
a new document on. This is essentially like
creating a copy of an existing file.
 Microsoft Office Online: Click a category to
view templates that you can download from
Office Online. Find the template you want to
download and click Download.

Document Basics
Inserting and Deleting Text  Exercise
Inserting and deleting text is one of the most important • Exercise File: None required.
tasks you need to learn how to do in Word. • Exercise: Write a brief note or letter in a new document.
Use the <Backspace> and <Delete> keys to correct errors or
Insert text rewrite text.
 Click the insertion point where you want to insert the

text and then type the text you want to insert.
Tip: Use the Click and Type feature to enter text
in a blank area of the document. Double-click a
blank area of the document where you want to Insertion point
position your text and start typing.
Double-click near the left side of the page to align
text to the left of the page.
Double-click near the center of the page to center

text over the page.
Double-click near the right side of the page to
align text to the right of the page.
Tip: Press the <Enter> key to start a new
paragraph or insert an empty line.
Delete text
 To delete a single character: Place the insertion

point next to the text that you want to delete. Press
the <Delete> key to delete text after, or to the right
of, the insertion point. Press the <Backspace> key to
delete text before, or to the left of, the insertion point. Figure 2-2: The insertion point and inserting text in a
document.
 To delete a block of text: Select the text you want to
delete and press <Delete> or <Backspace>.
Your Organization’s Name Here 25

Document Basics
Saving a Document  Exercise

After you’ve created a document, you need to save it if
you want to use it again. Also, if you make changes to a • Exercise: Save a new document with the file name ―Saved
Document.‖ Enter text at the top of the document and save
document you’ll want to save it. You can even save a
the document on your Desktop with the new name ―Saved
copy of an existing document with a new name, to a Document 2‖.
different location, or using a different file type.
Save a new document

Favorite Links Address bar
1. Click the Save button on the Quick Access Toolbar.
The Save As dialog box appears.
Other Ways to Save:
Press <Ctrl> + <S>. Or, click the Office Button
and select Save.
2. Enter the file name in the File name text box.
3. Specify the drive and/or folder where you want to

save your document.
The Save As dialog box has several controls that
make it easy to navigate to locations on your
computer:
 Address bar: Click a link in the Address bar to
open it. Click the arrow to the right of a link to
open a list of folder within that location. Select a
folder from the list to open it.
 Favorite Links: Shortcuts to common locations
on your computer, such as the Desktop and
Folders List
Documents Folder.
 Folders List: View the hierarchy of drives and Figure 2-3: The Save As dialog box.
folders on your computer by expanding the
Folders list.
4. Click Save.
Save document changes
 Click the Save button on the Quick Access Toolbar.

Any changes you have made to the document are
saved.
Other Ways to Save:
Press <Ctrl> + <S>. Or, click the Office Button
and select Save.
26
Document Basics
Save a document under a different name

and/or location
1. Click the Office Button and select Save As.

2. Enter a different name for the file in the File name

text box and/or navigate to a new location to save the
file.
3. Click Save.
Save a document as a different file type Table 2-1: Common Word File Formats
Just as some people can speak several languages, Word
Word Document (.docx) This is the default format for
can read and write in other file formats. Saving a Word 2007 documents.
document in a different file type makes it easier to share
information between programs. Word Macro-Enabled This file format supports
Document (.docm) macros in Word 2007.
1. Click the Office Button and select Save As. Word 97-2003 Document Documents in this format can
(.doc) be read used by all versions
The Save As dialog box appears. of Word. This Word
document format does not
2. Click the Save as type list arrow and select a file support XML.
format.
PDF. (.pdf) Use this format for files you
want to share, but do not want
3. Click Save. to be changed. (Requires
Word Add-in).
Web page (.htm, .html) This format is used to create
pages to be viewed on the
Web.
Rich Text Format (.rtf) Many of a document’s
formatting properties remain,
but can this file type be read
by more programs.
Plain Text (.txt) Only text is saved in this file
type. Any document
formatting is removed.
Word XML Document This file type is used
(.xml) exclusively for XML-enabled
documents.

Document Basics
Opening a Document  Exercise

• Exercise File: AcadiaProposal2-1.docx
Opening a document lets you work on a document that
you or someone else has previously created and then • Exercise: Open the AcadiaProposal2-1.docx file located in
your Practice folder.
saved. This lesson explains how to open a saved
document.
Favorite Links
Address bar Search box
1. Click the Office Button and select Open.
The Open dialog box appears. Next, you have to tell
Word where the file you want to open is located.
Other Ways to Open a Document:
Press <Ctrl> + <O>.
2. Navigate to the location of the saved file.

The Open dialog box has several controls that make it
easy to navigate to locations and find files on your
computer:
 Address bar: Click a link in the Address bar to
open it. Click the arrow to the right of a link to
open a list of folder within that location. Select a
folder from the list to open it.
 Favorite Links: Shortcuts to common locations Figure 2-4: The Open dialog box. To open a file, you must
on your computer, such as the Desktop and first navigate to the folder where it is saved. Most new files
Documents Folder. are saved in the Documents folder by default.
 Search box: This searches the contents—
including subfolders—of that window for the text
that you type. If a file’s name, file content, tags, or
other file properties match the searched text, it
will appear in the search results. Search results
appear as you enter text in the search box.
3. Select the file you want to open and click Open.

Word displays the file in the application window.
Tips
 To open a document that has been used recently, click
the Office Button and select a document from the
Recent Documents menu.
 You can pin a document to the Recent Documents
menu so that it is always available there. Click the
Office Button and click the Pin button next to the
document that you want to always be available.
Click the document’s Pin button again to unpin the
document from the Recent Documents menu.
28
Document Basics
Selecting and Replacing Text  Exercise

The greatest advantage to using a word-processor is how
easy it is to edit text throughout the document. A quick • Exercise: Replace June Cartwright’s contact information
with your own name and contact information.
and easy way to edit text is by selecting text and replacing
text.
Select text
Selecting text is a very important skill in Word. Whenever
you want to work with text to edit or format it, you first
need to select it.
1. Click the insertion point at the beginning or end of

the text you want to select.
Selecting text is a useful skill because once text is
selected, you can work with it by replacing, deleting,
or formatting it.
2. Click and hold the left mouse button and drag the
insertion point across the text. Release the mouse
button once the text is selected.
Other Ways to Select Text:
Figure 2-5: Selecting text.
 Keystrokes: Press and hold the <Shift> key
while using the arrow keys to select characters
(Right and Left arrow keys) or lines (Up and
Down arrow keys). Add the <Ctrl> key to select Table 2-2: Text Selection Shortcuts
by words (Right and Left arrow keys) and
paragraphs (Up and Down arrow keys. A word Double-click the word.
Several bits of Select the first block of text, then press and
 Multiple blocks: Select the first block of text and text hold <Ctrl> as you select the remaining
hold down the <Ctrl> key as you select the blocks of text.
remaining block(s) of text.
A sentence Press and hold <Ctrl> and click anywhere
 Text with similar formatting: This command in the sentence.
selects any text that has the same formatting A line of text Click in the selection bar next to the line.
properties as text that is currently selected. Click
the Select button in the Editing group of the A paragraph Triple-click in the paragraph, or double-
Home tab in the Ribbon and select Select Text click in the selection bar next to the
with Similar Formatting. All text that is paragraph.
formatted exactly as the current text is selected. The entire Triple-click in the selection bar, or press
document and hold <Ctrl> and click anywhere in the
Replace text selection bar, or press <Ctrl> + <A>, or
click the Select button in the Editing group
of the Home tab in the Ribbon and select
 Replace text by first selecting it, then typing the new Select All.
text.

Document Basics
Using Undo, Redo and Repeat  Exercise

You don’t need to be afraid of making a mistake in Word
because you can use the Undo feature to erase your • Exercise: Delete the Stephen Nielsen contact information.
Then repeat the action to delete the first paragraph. Undo
actions. The undo, redo, and repeat commands are very
both actions.
useful for working with text in a document.
Undo a single action Undo

button
Undo does just that—it undoes any actions as though they
never happened. Undo button
list arrow
 Click the Undo button on the Quick Access Toolbar.

Your last action is undone. For example, if you had
deleted an item and then decided you wanted to keep
it after all, undo would make it reappear.
Other Ways to Undo:
Press <Ctrl> + <Z>.
Undo multiple actions
1. Click the Undo button list arrow on the Quick Access

Toolbar.
A list of the last actions performed in Word appears.
To undo multiple actions, point to the command you
want to undo. For example, to undo the last three
actions, point at the third action in the list. Each Figure 2-6: You can undo multiple actions by clicking the
action done before the one you select is also undone. Undo button list arrow on the Quick Access Toolbar.
Tip: You can undo up to 100 actions in Word,
even after saving the document.
2. Click the last action you want to undo in the list.

The command you select and all subsequent actions
are undone.
Redo an action
Redo is the opposite of undo: it redoes an action you have
undone. For example, if you decide that you do, after all,
want to delete an item that you have just brought back
with undo, you can redo the action.
 Click the Redo button on the Quick Access Toolbar.

Other Ways to Redo an Action:
Press <Ctrl> + <Y>.
Tip: Click the Redo button multiple times to redo
multiple actions.
Trap: The Redo and Repeat buttons toggle
between the two commands. Redo only appears
when you’ve just used the Undo command. Once
you’ve redone all the actions that were undone,
the button changes back to the Repeat button.
30
Document Basics
Repeat an action
Repeat is different from redo, because repeat applies the
Repeat button
last command to any selected text. For example, rather
than applying bold formatting by clicking the Bold button
repeatedly, you can repeat the bold command with the
Repeat button or keystroke.
Figure 2-7: The Repeat button on the Quick Access
 Click the Repeat button on the Quick Access Toolbar.
Toolbar.
Other Ways to Repeat a Command:
Press <F4>.

Document Basics
Navigating through a  Exercise

Document
• Exercise: Use the Go To command to jump to page 10.
As a document gets longer, it gets harder and harder to Use a keystroke shortcut to scroll up to page 8. Use the
navigate through it. For example, if you were working on vertical scroll bar to scroll to the end of the document. Use a
a 200-page novel, how would you get to the very end of keystroke shortcut to jump to the beginning of the
the document or to page 54? This lesson shows you document.
several ways to navigate through your documents.
Scroll bars
The scroll bars are the most basic way to move between
pages in a document. The vertical scroll bar is located
along the right side of the window and is used to move up
and down in a document. The horizontal scroll bar is
located along the bottom of the window, and is used to
move from left to right when a document doesn’t fit
entirely on the screen.
 When you click the arrow, the screen scrolls down
one line at a time. Click and hold to move faster. Previous
page
 Click and drag the scroll box to move in the
Next
document. page
Navigation keystrokes
You can use keystrokes to move the insertion point in the Scroll bars
document.
Figure 2-8: Use the scroll bars to navigate in a document.
Table 2-3: Document Navigation Keystrokes
<Home> To the start of the line.

Scroll Up
<End> To the end of the line.
<Page Up> Up one screen. Scroll box
<Page Down> Down one screen.
<Ctrl> + <Home> To the beginning of the document.
<Ctrl> + <End> To the end of the document.
Scroll Down
Go To
Figure 2-9: The parts of a scroll bar.
You can move directly to a certain location in the
document using the Go To command.
1. Click the Home tab on the Ribbon and click the Find
button in the Editing group.
The Find and Replace dialog box appears.
2. Click the Go To tab, enter the page you want to go to

in the Enter Page number text box, and click Go To.
Word jumps to the specified page in the document.
Figure 2-10: The Go To tab in the Find and Replace
Other Ways to Open the Go To dialog box: dialog box.
Press <Ctrl> + <G>. Or, press <F5>.
32
Document Basics
Tip: The Go To command can jump to more than Browse by Page

just pages. For example, you can jump to a Browse by Section
specific heading or footnote in the document. Just
Browse by Comment
select what you want to go to in the ―Go to what‖
list and enter the information in the text box. Browse by Footnote
Browse by Endnote
Browse by object
Browse by Field
Browsing by objects allows you to focus on specific
aspects of a document as you navigate through it. For Go To
example, if you want to focus on how the images look in
the document, select Browse by Graphic to quickly jump
to each graphic in the document. Find
Browse by Edits
1. Click the Select Browse Object button on the Browse by Heading
vertical scroll bar. Browse by Graphic
There are many different objects by which you can Browse by Table
navigate. Choose the one that you would like to focus Figure 2-11: The Browse by Object feature offers different
on. ways to navigate through a document. The Browse by
Page option is selected by default.
2. Select the object by which you want to navigate in
the document.
3. Click the Previous and Next buttons to navigate

through the document.
Previous Object
Select Browse Object
Next Object
Figure 2-12: Use the Previous and Next Object buttons to

navigate in the document.

Document Basics
Viewing a Document  Exercise

There are several ways to change how a document’s
contents are displayed on a screen using Document views. • Exercise: View the document in Word’s different views.
Zoom in to 200 percent, zoom out to 75 percent, then zoom
You can also zoom in or out to view more or less of the
to two pages. Display the document’s hidden characters and
page at a time, and display hidden document content. hide them again.
Document views
 Click the View tab on the Ribbon and click the button
of the view you want to use in the Document Views
group.
The document’s contents are shown in the selected
view.
Other Ways to Change Document View:
Click the button for the view you want to use in
the status bar of the document window.
Word offers several different document views: Figure 2-13: The Document Views group under the View
tab on the Ribbon.
 Print Layout view: This view displays your
document as it will appear when printed and is best
for working in documents with images. Print Layout
view uses more memory and can be slower on older Document views
Zoom slider
computers.
 Full Screen Reading view: This view is optimized
for reading. Only necessary toolbars appear, making
room for enlarged text and navigational tools.
Figure 2-14: Document views and zoom on the status bar.
 Web Layout view: Use Web Layout view when you
are creating a Web page or a document that is viewed
on the Web. In Web Layout view, you can see
backgrounds, text is wrapped to fit inside the
window, and graphics are positioned just as they are
in a Web browser.
 Outline view: Displays your document in classic
outline form. Work in Outline view when you need to
organize and develop the content of your document.
 Draft view: This view is good for most simple word-
processing tasks, such as typing, editing, and
formatting. This view does not display advanced
formatting, such as page boundaries, headers and
footers, or floating pictures.
34
Document Basics
Zoom
Sometimes it is helpful to make a document appear larger
on the computer’s screen, especially if you have a small
monitor or poor eyesight. It can also be helpful to zoom
out so that you can see how the whole document looks.
 Click and drag the Zoom slider on the status bar to

the percentage zoom setting you want.
Other Ways to Zoom:
Click the View tab on the Ribbon and click the
Zoom button in the Zoom group. Or, click the Show/Hide
button
One Page, Two Pages, and Page Width buttons
in the Zoom group.
Figure 2-15: The Paragraph group.
Display and hide hidden characters
Sometimes it is useful to see characters that are normally
hidden, such as spaces, tabs, and returns.
1. Click the Home tab on the Ribbon and click the

Show/Hide button in the Paragraph group.
2. Click the Show/Hide button in the Paragraph group.

Other Ways to Display or Hide Hidden
Characters:
Press <Ctrl> + <*>.
The hidden characters, or characters that normally
don’t print, appear in the document. Paragraph marks
appears as ¶’s, tabs appear as →’s, and spaces appear
as ·’s.
Notice the Show/Hide button on the Standard toolbar Figure 2-16: Displaying hidden characters.
is highlighted orange, indicating that all the hidden
characters in the document are visible.

Document Basics
Working with the Document  Exercise

Window
• Exercise: Minimize, maximize, restore down and resize
Each document you open in Word has its own window. the document window. Then split the window and view the
This window has its own features you can use to change document in a new window.
how you work with the document on your Windows
Desktop.
Change window size

You can change the size of the windows to organize the Minimize Maximize
space on your screen better.
 Maximize/Restore Down: When the document
window is at its full size, this button appears as the
Restore Down button. When the window appears in
a smaller size, the button appears as the Maximize Restore Down
button.
 Minimize a Window: Click the Minimize button on
the title bar. Or, click the document’s button on the
Windows taskbar.
 Resize a Window: Click and drag the resize control
in the lower-right corner of the window.
Split the document window

Resize
Splitting the document window is a great way to view two control
parts of one document at the same time. When the
window is split, you can make changes to the document Figure 2-17: Changing window size.
as you would normally.
1. Click the View tab on the Ribbon and click the Split
button in the Window group.
A gray shaded line appears in the document window
with a cursor.
2. Click where you want to split the document window.

The document window is split into two panes. Now
you can scroll up and down in each pane to view
different parts of the document at the same time.
Other Ways to Split the Window:
Place your cursor on the line above the View
Ruler button on the vertical scroll bar. When the
cursor changes to , click and drag down to split
the window in two.
When you no longer want the window to be split,
remove the split.
3. Click the View tab on the Ribbon and click the Figure 2-18: Split document window.
Remove Split button in the Window group.
The window is no longer split.
36
Document Basics
Other Ways to Remove a Document Split:

Click and drag the split line to the top or bottom
of the document area.
Tip: The window can only be split into two panes.
Create a new document window

You can view a document in one or more windows at a
time.
1. Click the View tab on the Ribbon and click the New
Window button in the Window group.
Another window opens with the document’s contents.
Tips
 Viewing a document in multiple windows does not
create a new file. Any changes made in one of the
document windows are applied to the same file.
 Each instance of a document window is marked in
the title bar. For example, if a new window was
opened for Document 1, the two document windows
would be named Document 1:1 and Document 1:2.
Figure 2-19: A document open in two document windows.
 When a change is made to the document in one
window, the change is reflected in all the windows
for the document.

Document Basics
Viewing Multiple Document  Exercise Notes

• Exercise File: AcadiaProposal2-7.docx and Access
Windows Article.docx
Since each document has its own window, you can work
• Exercise: Make the AcadiaProposal2-7 document active,
with the windows and view several document windows at then make the Access Article document active. Arrange the
the same time. document windows so you can see both of them. Compare
the documents side by side.
Switch between document windows
If you have several documents open in Word, you can Inactive window Active window
switch between them while still having them open.
1. Click the document window’s button in the Windows

Taskbar.
Other Ways to Switch to Another Document
Window:
Click the View tab on the Ribbon and click the
Switch Windows button in the Window group.
Select the document you want to view.
The selected document window becomes the active
document.
Tips
 When a document window is active, it is currently
available to be worked on. When a document window
is hidden but still open, it is inactive. Figure 2-20: Two document windows open at once.
Arrange document windows

Use this command to arrange all open document windows
so they can be viewed on the desktop.
1. Click the View tab on the Ribbon and click the

Arrange All button in the Window group.
The document windows are tiled on top of each other,
stacked horizontally, so that they can be viewed at the
same time, but as separate windows.
Tips
 This command arranges all document windows that
are currently open. The number of document
windows that can be arranged on the screen at one
time depends on your screen resolution. A higher
screen resolution can accommodate more windows.
 To view more of a document window’s contents at a
time, have as few documents open at a time as
possible. Only open the documents that you need so
you can view more of their contents at a time.
Figure 2-21: Two documents arranged using the Arrange
All feature.
38
Document Basics
Compare documents side by side

If you need to compare the contents of documents to each
other, one of the best ways to do this is to view them side
by side.
1. Open the two documents you want to view side by

side.
The active document will be compared with another
open document of your choice.
2. Click the View tab and click the View Side by Side
Figure 2-22: The Window group.
button in the Window group.
If only two documents are open, the documents are
shown side by side.
Trap: If several documents are open, the Compare
Side by Side dialog box appears. Click the
document you want to view alongside the active
document and click OK.
Two controls are now available when documents are
viewed side by side:
 Synchronous Scrolling is activated by default.
This allows you to scroll down both windows at
the same time.
 Reset Window Position adjusts the size of the
windows so that they share the screen equally.
3. Click the View Side by Side button to turn off

Compare Side by Side.
Only the active window is shown, while the other
document remains open.
Tips
 This feature only works with two document
windows.

Document Basics
Previewing and Printing a  Exercise Notes

Document
• Exercise: Preview two pages of the document at a time.
Once you have created a document, you can print copy of Close the Preview mode. Print the document.
it—if your computer is connected to a printer. But before
you do this, it’s usually a good idea to preview how it’s
going to look.
Preview a document
1. Click the Office Button and point to the Print list

arrow.
A list of print options appears in the right pane of the
Office Button.
2. Select Print Preview.

The document is shown in Preview mode. Notice that
the Ribbon changes to display only the Print Preview
tab.
Tip: Use the commands on the Print Preview tab
to adjust print and page setup settings. You can
click the Zoom button to enlarge your view of the
document.
3. Click the Close Print Preview button to return to the

document.
Figure 2-23: The Office Button menu.
Tip: You can print directly from the Print Preview
window by clicking the Print button in the Print
group on the Print Preview tab.
Table 2-4: Groups in the Print Preview Tab
Print Click Print to open the Print dialog box and specify print options before printing. Click Print Options to change how
document content is displayed on the screen and when printed.
Page Setup Click Margins to apply different margins to the document. Click Orientation to switch between Portrait and Landscape
orientation. Click Size to change the size of the page.
Zoom Click Zoom to open the Zoom dialog box. Click One Page to preview one page at a time, Two Pages to preview two
pages at a time, Page Width to expand the page so the width of the page matches the width of the document window.
Preview Click Show Ruler to view or hide the ruler. If the Magnifier check box is not checked, you can edit the document; if it is
checked, the magnifier lets you quickly zoom the page. If a small amount of text is overflowing onto another page, click
Shrink One Page to fit the text on the previous page. Click Next Page and Previous Page to navigate between pages.
Click Close Print Preview to exit Print Preview mode.
40
Document Basics
Quick Print a document

Quick printing a document bypasses the Print dialog box
and sends the document directly to the printer.
 Click the Office Button, point to the Print arrow and
select Quick Print.
Print a document
1. Click the Office Button and select Print.

The Print dialog box appears. Here you can specify
printing options.
Other Ways to Print:
Press <Ctrl> + .
2. Specify printing options, then click OK. Figure 2-25: The Print dialog box.
Table 2-5: Sections in the Print Dialog Box
Printer Name: Used to select what printer to send your document to when it prints. If you are connected to more than
one printer, the currently selected printer is displayed.
Properties button: Displays a dialog box with options available to your specific printer. The Properties dialog
box will change according to the type of printer you use, but here are some common print properties:
Paper: Change the size of the paper you’re printing to, or the quality of the print, such as draft or professional
mode.
Layout: Change the paper orientation (portrait or landscape) or print on both sides of the sheet.
Color: Print in black and white or choose how you want to print colors in your document.
Troubleshooting: If your printer is having problems, you can try to solve the problem with the tools in this
dialog box.
Print to file: Prints the document to a file instead of sending it to the printer.
Page range Allows you to specify what pages you want to print. There are several options here:
All: Prints the entire document.
Current page: Prints only the page you’re currently on.
Selection: Prints only selected document content.
Pages: Prints only the pages you specify. Select a range of pages with a hyphen (5-8) and separate single
pages with a comma (3,7).
Copies Specifies the number of copies you want to print.
Print what and Choose which parts of the document you’d like to print, such as styles or other document properties. Print
Print specifies the print order for the page range: All pages in range, Odd pages, and Even pages.
Zoom Print several pages on a sheet, or scale the document to another paper size.

Document Basics
Closing a Document  Exercise Notes
When you’re done working on a document, you need to • Exercise File: Any open document.
close it. • Exercise: Close the document.
 Click the Office Button and select Close.

The document closes, and you can access the file
again by opening it later.
Other Ways to Close a Document:
Press <Ctrl> + <W>. Or, click the Close button
on the title bar.
Tip: If you have multiple documents open,
clicking the Close button only closes the active
one. The other document(s) remain open in the
window until you click their close buttons as well.
Figure 2-26: Closing a document.
42
Working with and Editing Text
Checking Spelling and  Exercise Notes

• Exercise File: CompanyMeeting3-1.docx
Grammar
• Exercise: Correct the spelling and grammar errors in the
Part of editing your documents is making sure that document.
everything is spelled and put together correctly. Word is a
great help in this regard, because it can identify spelling
and grammar errors in your documents.
Tips
 Word cannot catch spelling errors that occur because
of misuse. For example, if you entered the word
―through‖ when you meant to type ―threw,‖ Word
wouldn’t catch it because ―through‖ is a correctly
spelled word.
Check spelling and grammar in the

document
To check the spelling and grammar of a document all at
once, use the Spelling and Grammar dialog box.
1. Click the Review tab on the Ribbon and click the Figure 3-1: The Spelling and Grammar dialog box, as it
Spelling & Grammar button in the Proofing group. appears when checking a spelling error.
Word begins checking spelling and grammar from the
location of the insertion point.
Other Ways to Check Spelling and Grammar:
Press <F7>.
If Word finds an error, the Spelling and Grammar
dialog box appears with the error in the text box at
the top of the dialog box. You have several options to
choose from when the Spelling and Grammar dialog
box opens, depending on the error that is found:
 Ignore Once: Accepts the spelling or grammar
you used and moves on to the next error.
 Ignore All or Ignore Rule: Accepts the spelling
or grammar you used and ignores all future
occurrences in the document.
 Next Sentence: Skips the grammar error and goes
on to the next one.
 Add to Dictionary: If a word is not recognized in
the Microsoft Office Dictionary, it is marked as
misspelled. This command adds the word to the
dictionary so it is recognized in the future.
 Change: Changes the spelling of the word to the
spelling that is selected in the Suggestions list.
 Change All: Changes all occurrences of the word
in the <presentation> to the selected spelling.

Trap: Exercise caution when using this

command: you might end up changing
something you didn’t want to change.
2. If the word or grammar is incorrect, select the

correction from the Suggestions list, or type your
own correction in the top text box. Then click
Change or Change All. If the word or grammar is
correct, click Ignore Once, Ignore All, Next
Sentence or Add to Dictionary.
Word applies the command and moves on to the next
error.
Once Word has finished checking your document for
spelling and grammar errors, a dialog box appears.
3. Click OK to complete the check.
Correct a single error

By default, Word checks for spelling and grammar errors
as you type, underlining misspelled words in red and
grammar errors in green. This makes it easy to find and
correct errors individually.
1. Right-click the error.
A contextual menu appears, offering suggestions for a
correction.
2. Select a correction from the contextual menu.

Word corrects the error and the red or green underline
disappears.
Tip: If something is underlined in red or green but Figure 3-2: Correcting a single error by right-clicking it.
you know it is correct, you can get rid of the
underline by selecting ―Ignore,‖ ―Ignore All,‖ or
―Add to Dictionary‖ from the contextual menu.
Turn the spelling and grammar checker on

or off
By default, Word checks for spelling and grammar errors
as you type. To turn this feature on or off:
1. Click the Office Button and click the Word Options

button.
The Word Options dialog box appears.
2. Click the Proofing tab.
3. Click the Check spelling as you type check box

and/or the Mark grammar errors as you type check
box.
4. Click OK.

Using Find and Replace  Exercise

Don’t waste time scanning through your document to find
text and replace it with something new: Word’s find and • Exercise: Highlight all instances of the word ―Explore‖ in
the document. Clear the highlighting. Then replace all
replace commands can do this for you with just a few
instances of the word ―Explore‖ with ―Travel‖.
clicks of your mouse.
Find text
Find makes it very easy to find specific words and phrases
in a document.
The Find tab of the Find and Replace dialog box
appears.
Other Ways to Find Text:
Figure 3-3: The Find tab of the Find and Replace dialog
Press <Ctrl> + <F>. box.
2. Type the text you want to find in the ―Find what‖ text
box.
3. Choose what you want to do with text that matches

your find request:
 Reading Highlight
Click the button to select ―Highlight All‖, which
highlights each instance of the word or phrase in
the document.
 Find in options Figure 3-4: Using the Reading Highlight feature.
Current Selection: Search for the text within the
currently selected text.
Main Document: Search for the text throughout
the main document.
Comments: Search for the text within comment
balloons inserted in the document.
 Find Next
Search through the document one item at a time.
4. When you’re finished, click Close.
Replace text
Replace finds specific words and phrases, and then
replaces them with something else.

Replace button in the Editing group. Figure 3-5: The Replace tab of the Find and Replace
The Replace tab of the Find and Replace dialog box dialog box.
appears.
Other Ways to Replace Text:
Press <Ctrl> + <H>.

2. Type the text you want to be replaced in the ―Find

what‖ text box.
3. Type the replacement text in the ―Replace with‖ text

box.
4. Click Find Next.

The first occurrence of the ―Find what‖ text is
highlighted.
5. Choose how you want to replace the text:
 Replace: Click to replace the current item.
 Replace All: Click to replace each item found in
the document. Use this command with caution:
you might replace something you didn’t want to
replace.
Search options
Use Word’s search options to change how Word searches
in the document.
 Click the More button in the Find and Replace dialog

box to specify how to search for text.
Figure 3-6: The Find and Replace dialog box with the
The table below describes the Search Options Replace tab displayed.
available under the Find and Replace tabs.
Trap: If you specify Search Options, make sure to
turn them off when you are finished. Otherwise,
subsequent find or replace commands will use the
same search options.
Table 3-1: Find and Replace Search Options
Search Choose whether to search up, down, or the entire document from the current location.
Match case Search only for text that matches the capitalization entered.
Find whole words only For example, if you’re looking for ―son‖, selecting this option will skip over words that contain ―son‖,
such as Hanson, lesson, or sonic.
Use wildcards Search for wildcards, special characters, or special search operators as added in the ―Find what‖ box.
To add wildcards, click Special and select the item, or type the item. If this check box is cleared, Word
considers the wildcards and operators to be plain text.
Sounds like (English) Words that sound the same as the Find what text, but are spelled differently.
Find all word forms (English) Searches for all forms of the word.
Match prefix Searches for the text in the Find what box at the beginning of the word.
Match suffix Searches for the text in the Find what box at the end of the word.
Ignore punctuation Does not account for punctuation when searching for entered text.
Ignore white-space characters Does not account for characters that add white space, such as spaces or empty paragraph marks.
Format button Specify formatting characteristics you want to find attached to the text in the Find what text box.
Special button Allows you to search by special characters such as Paragraph marks or Em-dashes. Inserts special
characters in the ―Find what‖ or ―Replace with‖ boxes.

Using Word Count and the  Exercise Notes

Thesaurus
• Exercise: View the Word Count dialog box. Replace the
Two other tools that are useful in working with text are word ―exciting‖ in the first sentence of the memo with a
word count and the thesaurus. synonym from the thesaurus.
Word Count
The Word Count feature counts all the words in your
document. This is useful if you have a writing assignment
that is limited to a number of words, such as a 600-word
report.
 Click the Review tab on the Ribbon and click the

Word Count button in the Proofing group.
The Word Count dialog box appears, displaying
document information, including the number of
words, pages, characters, paragraphs and lines.
Tips
 By default, the number of words in a document
appears in the status bar.
 To specify word count to certain areas of the
document, select the text you want to include in the
count. The number of selected words appears in the
status bar. Use the <Ctrl> key to select non-adjacent
text. Figure 3-7: The Word Count dialog box.
Thesaurus
Use Word’s built-in Thesaurus to help you find synonyms
for a word. For example, you can use the Thesaurus to
replace the ho-hum word ―good‖ with one of its
synonyms, such as ―commendable,‖ ―capital,‖ or
―exemplary.‖
1. Select the word for which you want to find a

synonym.
2. Click the Review tab on the Ribbon and click the

Thesaurus button in the Proofing group.
The Research task pane appears.
Other Ways to Open the Thesaurus:
Right-click a word, point to Synonyms and select
Thesaurus. Or, press <Shift> + <F7>.
3. Point to the synonym you want to use. Click its list

arrow and select Insert.
Other Ways to Replace a Word with a
Synonym:
Right-click the word for which you want to find a
synonym. Point to Synonyms in the contextual Figure 3-8: Using the thesaurus in the Research task
menu and select a synonym from the list. pane.

Inserting Symbols and Special  Exercise

Characters
• Exercise: Insert the copyright symbol after the two
Your keyboard doesn’t contain all the characters you instances of ―Travel Canada‖ in the document. Insert a
might want to include in your documents. Word lets you built-in equation, then delete it from the document.
insert these special symbols and characters, and even
equations, separately.
Insert symbols
You can enter many more characters and symbols in a
document than can be found on the keyboard. For
example, you can insert the copyright symbol
(©),accented and foreign characters (ç), silly characters
(), and many more.
1. Place the insertion point where you want to insert the

symbol or character.
2. Click the Insert tab on the Ribbon and click the

Symbol button in the Symbols group.
If you see the symbol you want to use under the
Symbol button, select it. Otherwise, open the Symbol Figure 3-9: The Symbol dialog box.
dialog box.
3. Select More Symbols.

The Symbol dialog box appears. You can browse the
different symbols by changing the Font and Subset of
symbols. Special characters such as ellipses are
available under the Special Characters tab.
4. Select the symbol you want to use and click Insert.
Insert an equation
New in Word 2007 is support for inserting equations in a
document. You may insert a common equation already put
together in Word, such as the Area of a Circle, or , Figure 3-10: Inserting an equation.
or build a new equation using the Equation Design Tools.

Equation button in the Symbols group.
A placeholder for the equation appears in the
document and the Equation Tools appear on the
Ribbon. The Design tab is displayed.
Tip: To insert a built-in equation, click the
Equation button list arrow and select an equation
from the gallery.
2. Type the equation in the placeholder.

You may use the keyboard and the Equation Design
Tools on the Ribbon to write the equation.

Cutting, Copying, and Pasting  Exercise

• Exercise File: CompanyMeeting3-5.docx and Meeting
Text Schedule1.docx
The cut, copy, and paste commands are very useful when • Exercise: In the Meeting Schedule1.docx document, cut
you work with and edit your text. These commands let the four lines of the schedule, beginning with ―President’s
you easily work with and rearrange text in the document. introduction, 9:30‖. Paste the text below ―The schedule for
the meeting is as follows‖ in the CompanyMeeting3-5
Tips document.
 You may cut, copy, and paste any item in a document, In the Meeting Schedule1.docx document, copy the ―An
such as clip art, a table, or an AutoShape—not just overhead display will be available‖ sentence. Paste the text
text. after the schedule in the CompanyMeeting3-5 document.
Cut text
When you cut text, it is removed from its original location
and placed in a temporary storage area called the Cut
Clipboard. Paste
Copy
1. Select the text or object you want to cut. Format
Painter
2. Click the Home tab on the Ribbon and click the Cut
button in the Clipboard group.
Figure 3-11: The Clipboard group.
The text is removed from the document and added to
the Clipboard.
 Other Ways to Cut Text:
Press <Ctrl> + <X>. Or, right-click the selection
and select Cut from the contextual menu.
Paste text
After cutting or copying, move the insertion point to a
new location in a document and paste the item that you
last cut or copied into the document.
1. Click where you want to paste the cut or copied text.

Paste button in the Clipboard group.
The cut or copied text is inserted in the new location.
Other Ways to Paste Text:
Press <Ctrl> + <V>. Or, right-click where you
want to paste and select Paste from the contextual
menu.
Copy text
When you copy text, the selected text remains in its
original location and is also added to the Clipboard.
1. Select the text or object you want to copy.

Copy button in the Clipboard group.

The text is added to the Clipboard. Notice that unlike

cutting, the original text remains in the document.
Other Ways to Copy Text:
Press <Ctrl> + <C>. Or, right-click the selection
and select Copy from the contextual menu.
Tips
 After pasting text, a Paste Options Smart Tag may
appear. Click this button to specify how information
is pasted into your document. The available options
depend on the type of content you are pasting, the
program you are pasting from, and the format of the
text.
 You may also specify what you want to paste by
using the Paste Special command. Click the Paste
button list arrow in the Clipboard group and select
Paste Special from the list. Choose a paste option
from the Paste Special dialog box.
 To collect and paste multiple items, use the Office
Clipboard. Figure 3-12: The Paste Special dialog box.

Using the Office Clipboard  Exercise

• Exercise File: CompanyMeeting3-6.docx and Meeting
If you do a lot of cutting, copying, and pasting you will Schedule2.docx
appreciate the Office Clipboard, which collects and pastes
• Exercise: In the Meeting Schedule2 document, open the
multiple items from Word and other Office programs.
Clipboard. Copy the ―Breakfast, 8:00‖ line and the
―Luncheon, 12:00‖ line to the Clipboard. In the
1. Click the Home tab on the Ribbon and click the CompanyMeeting3-6 document, open the Clipboard and
Dialog Box Launcher in the Clipboard group. paste the ―Breakfast‖ item to the beginning of the schedule,
and the ―Luncheon‖ item to the end of the schedule.
The Clipboard task pane appears along the left side of
the window.
2. Cut and copy items as you normally would.

The Clipboard can hold 24 items at a time.
3. Click where you want to paste an item from the

Clipboard.
4. Click the item in the Clipboard.

Tips
 While the Clipboard is displayed, each cut or copied
item is saved to the Clipboard. If the Clipboard is not
displayed, the last cut or copied item is replaced by
the next one.
 As long as the Clipboard is open, it collects items that
are cut or copied from all Office programs.
 To remove an item from the Clipboard, click the
item’s list arrow and select Delete. Click the Clear
All button in the task pane to remove all items from
the Clipboard.
 Click the Options button near the bottom of the task
pane to control how the Clipboard operates.
Figure 3-13: Selecting an item to paste from the Office

Clipboard.

Moving and Copying Text  Exercise

Using the Mouse
• Exercise: Click and drag the sentence ―Please contact me
Using the mouse to move and copy text or objects is even if you have any last minute suggestions or if you need
faster and more convenient than using the cut, copy and further information‖ above ―Sincerely‖.
paste commands.
1. Select the text or object you want to move.
2. Point to the selected text.
3. Click and hold the mouse button.
4. Drag the pointer to where you want to move the

selected text and then release the mouse button.
Tips
 Press and hold the <Ctrl> key while clicking and
dragging to copy the selection.
Figure 3-14: Moving text to a new location using the

mouse.

Formatting Characters and Paragraphs
Changing Font Type  Exercise

• Exercise File: Board of Directors Meeting4-1.docx
One way to emphasize text in a document is by changing
its font type. A font type is a set of characters with the • Exercise: Apply the ―Cambria‖ font type to the ―Board of
Directors Meeting‖ text in the first line of the document.
same design and shape.
1. Select the text you want to format.
2. Click the Home tab on the Ribbon and click the Font
list arrow in the Font group.
A list of the fonts that are available on your computer
appears.
Tip: As you point to different font types in the
Font list, the selected text changes to show you
how it will look (Live Preview).
3. Select a font from the list.

The selected text is changed, and any new text that
you enter will appear in the new font type.
Other Ways to Change Font Type:
When text is selected, click the Font list arrow on Figure 4-1: Selecting a new font type.
the Mini Toolbar. Or, click the Dialog Box
Launcher in the Font group, or press <Ctrl> + Table 4-1: Common Font Types
<Shift> + <F> to open the Font dialog box. Select
Calibri Arial
a font from the Font list and click OK.
Times New Roman Courier
Tips
Verdana Trebuchet MS
 The font you choose changes the look and feel of a
document. For example, a professional document
would probably use a more formal font like Times Table 4-2: New Font Types in Office 2007
New Roman (which you are reading). On the other
Calibri Appropriate for use in both text and larger
hand, a more informal document might use a more
headlines. Calibri is suitable for documents,
friendly font, such as . Or, if you were writing a e-mail, Web design, and magazines.
report about Egyptian art, you could use the
Egyptian-flavored font as a heading accent. Cambria Cambria was created for use in business
documents, e-mail, and Web design.
Candara One feature of Candara is a slight flare of the

stems, or vertical strokes. Not as flexible or
versatile as the other new fonts.
Consolas Because lengthy onscreen reading can
quickly tire the eyes, Microsoft created
Consolas for use in programming
environments. Consolas is a monospaced
font, meaning that all characters are the same
width.
Constantia Can be used for both the print and Web

versions of a publication, which is rare.
Constantia is very clean and readable.
Corbel A nice alternative to Arial, Trebuchet, or

Verdana. Corbel has a geometric shape with
contrasting gentle curves.

Changing Font Size  Exercise

Making text larger is another way to emphasize text. • Exercise: Apply 18-pt font size to the ―Board of Directors
Meeting‖ text.
1. Select the text you wish to format.
2. Click the Home tab on the Ribbon and click the Font Increase Font Size
Size list arrow in the Font group.
Font Size list arrow
A list of font sizes appears.
Tip: As you point to different sizes in the Font
Size list, the selected text changes to show you Decrease Font Size
3. Select a font size from the list.

Figure 4-2: The Font group.
you enter will appear in the new font size.
Other Ways to Change Font Size:
Click the Font Size list arrow on the Mini Toolbar
and select a font size from the list, or click the
Home tab on the Ribbon and click the Increase or
Decrease Font Size button in the Font group. Or,
click the Dialog Box Launcher in the Font group, Table 4-3: Common Font Sizes
or press <Ctrl> + <Shift> + <F> to open the Font
8 point Captions, labels
dialog box. Select a font size from the Font Size
list and click OK. 10 point Large amounts of text
Tip: Font size is measured in points (pt.) that are 12 point Large amounts of text
1/72 of an inch. The larger the number of points,
Subheadings, headings, titles
the larger the font. 14 point
Headings, titles
18 point
Table 4-4: Font Size Keystroke Shortcuts
Increase Font Size <Ctrl> + <Shift> + < > >

Decrease Font Size <Ctrl> + <Shift> + < < >

Changing Font Color and  Exercise

Highlighting Text
• Exercise: Apply blue font color to the ―Board of Directors
Changing font color is yet another way to emphasize text Meeting‖ text. Highlight the text ―Acadia received only one
in a document. customer complaint because of a delay.‖
Change font color

Changing font color makes text stand out against the
Font Color
white background of the document.
1. Select the text you wish to format.

Text
2. Click the Home tab on the Ribbon and click the Font Highlight
Color button list arrow in the Font group. Color
A list of font colors appears.

Figure 4-3: The Font group.
Tip: As you point to different colors in the Font
Colors list, the selected text changes to show you
3. Select the color you want to use.

you enter will appear in the new font color.
Other Ways to Change Font Color:
Click the Font Color button list arrow on the
Mini Toolbar and select a color from the list. Or,
click the Dialog Box Launcher in the Font group,
or press <Ctrl> + <Shift> + <F> to open the Font
dialog box. Click the Font color list arrow, select
a color and click OK.
Figure 4-4: The Font Colors list appears when you click
Tips the Font Color button list arrow.
 If you are using a template or theme, the Font
Color list will display only those colors that
coordinate with the template or theme. If you don’t
like any of the available colors, select More
Colors from the list to display the Colors dialog
box.
 The Font Color button always displays the color
that was used most recently. To quickly apply this
color to other text, simply click the Font Color
button—not the list arrow.
 When applying color to text, make sure to keep it
subtle. No one wants to stare at neon green text
longer than they have to.

Highlight text
Highlighted text changes the background behind text so it
looks like a marker was drawn across it.
1. Click the Home tab on the Ribbon and click the Text
Highlight Color button list arrow in the Font group.
A list of colors you can use to highlight text appears.
Other Ways to Highlight Text:
Select the text you want to highlight, then click
the Text Highlight Color button on the Mini
Toolbar.

The cursor changes to indicate it is ready for
highlighting text.
3. Click and drag the highlight cursor across text you

want to highlight.
When you no longer want to highlight text, turn off
the highlighter.
Figure 4-5: The Font dialog box.
4. Click the Text Highlight Color button.
The highlighter is turned off.
Other Ways to Stop Highlighting:
Click the Text Highlight Color button list arrow
and select Stop Highlighting to remove the
highlighting cursor.
Tips
 To remove text highlighting, click the Text Highlight
Color button list arrow and select No Color. Click
and drag across highlighted text to remove
highlighting.

Changing Font Styles and  Exercise

Effects
• Exercise: Apply bold formatting to the ―New
In addition to changing font type, size, and color, you can Communications Director‖ text. Apply bold and italics
also emphasize the text in a document by changing the formatting to the fifth line from the bottom, the line that
font style and adding font effects. The most common and begins with the word ―Department‖.
popular styles are bold, italic, and underline, but other
effects can be applied, such as shadow and strikethrough.
Italic Strikethrough
1. Select the text you wish to format. Bold Underline Subscript

appropriate button in the Font group.
Superscript
The formatting is applied to the selected text.
Other Ways to Apply Font Styles or Effects:
Select the text you wish to format and click the
appropriate button on the Mini Toolbar, or use the Figure 4-6: The Font group.
keystroke shortcuts listed in the table to the right.
Or, click the Dialog Box Launcher in the Font
group, or press <Ctrl> + <Shift> + <F> to open
the Font dialog box and apply formatting. Table 4-5: Font Styles and Effects Keystroke
Tips Shortcuts
 You can apply several font styles to text, but be Bold <Ctrl> + 
wary—too many font styles can make text difficult to Italic <Ctrl> + 
read.
Underline <Ctrl> + 
 To remove a font style or effect, follow the same
Subscript <Ctrl> + <=>
procedure that you used to apply the style or effect.
Or, use the Clear All Formatting button in the Font Superscript <Ctrl> + <Shift> + <+>
group.
Table 4-6: Font Effects in the Font Dialog Box
Strikethrough Sh a d o w SMALL CAPS
Double strikethrough ALL CAPS
Superscript EEmmbboossss Hidden*
Subscript EEnnggrraavvee
* Hidden text does not normally appear when the document
prints—it is used to keep notes to yourself that you do not want
to be printed.

Creating Lists  Exercise

Lists are a great way to present paragraphs of related
information. • Exercise: Create a bulleted list from the four lines,
beginning with the line ―Written formal client
correspondence‖ and ending with the line ―Updating
Create bulleted and numbered lists Acadia’s web site‖.
Use bulleted lists when the order of items in a list doesn’t
matter, such as listing items you need to buy. When the
order of items in a list does matter, such as to present
step-by-step instructions, try using a numbered list.
1. Select the lines you want to use for the list.

Each line that you want to be bulleted or numbered
must appear as its own paragraph.

Bullets or Numbering button in the Paragraph
group.
The selected lines are bulleted or numbered.
Tips
 To choose a different type of bullet or numbering for
the list, click the button’s list arrow and select a bullet
character or numbering scheme from the list.
 To create a new type of bullet or numbering scheme,
Figure 4-7: A bulleted list.
click the Bullets or Numbering button list arrow and
select Define New Bullet or Define New Number
Format from the list. Then define the settings in the
dialog box.
Create a multilevel list

A multilevel list applies different characters to the levels Numbering
of text in the document. Outlines and legal documents are Bullets Multilevel List
examples of multileveled lists.
1. Select the lines you want to include in the list.

Each line that you want to be marked must be its own
paragraph. Indentations and outline levels will
determine the type of character that is applied to a list
item.
Multilevel List button in the Paragraph group.
A list of multilevel list types appears.
3. Select the multilevel list you want to use.

The list is applied to the selected items.
Tip: To create a new type of multilevel list, click
the Multilevel List button and select Define New

Multilevel List. Then define the settings in the

dialog box.
Reset numbering
Numbered lists automatically number each list item in
order. However, there are some types of lists where you
will need to change a number manually and have Word
renumber the items that follow accordingly. You can use
this process in a numbered or multilevel list.
1. Right-click the number in the list you want to change.

A contextual menu appears.
2. Select Set Numbering Value from the list.

The Set Numbering Value dialog box appears.
There are two options you may use to reset the Figure 4-9: The Set Numbering Value dialog box.
numbering:
 Start new list: Select this option to start a new list
at the number you specify in the ―Set value to‖
box.
 Continue from previous list: Select the
―Advance value (skip numbers)‖ check box and
enter the number you wish to begin on in the ―Set
value to‖ box.
3. Specify how you want to reset the numbered list and

click OK.
Tips
 To remove bullets and numbering from a list, select
the list and click the Bullets or Numbering button in
the Paragraph group on the Ribbon.
 You may sort the items in a list. Select the list and
click the Sort button in the Paragraph group.
Determine how you would like the text to be sorted
in the Sort Text dialog box. Figure 4-10: The Sort Text dialog box.

Changing Paragraph  Exercise

Alignment
• Exercise: Apply center alignment to the ―Board of
This lesson moves on to paragraph formatting and how to Directors Meeting‖ heading.
align paragraphs to the left, right, center, or justified on a
page.
1. Place the insertion point in the paragraph you want to

change. Or, select the paragraphs you want to change. Align Right
Center Justify
Align Left, Center, Align Right, or Justify button in
the Paragraph group. Align
Left
The alignment of the paragraph(s) is changed.
Other Ways to Change Paragraph Alignment:
Click the Dialog Box Launcher in the Paragraph
group. On the Indents and Spacing tab in the
Paragraph dialog box, click the Alignment list Figure 4-11: The Paragraph group.
arrow and select an alignment. Click OK.
The table below displays how each alignment might
look in a document.
Table 4-7: Paragraph Alignments
Align Left
<Ctrl> + <L>
Center
<Ctrl> + <E>
Align Right
<Ctrl> + <R>
Justify
<Ctrl> + <J>
Figure 4-12: The Paragraph dialog box.

Adding Paragraph Borders  Exercise

and Shading
• Exercise: Add a blue border to the bottom of the ―New
Adding borders and shading to paragraphs can make them Communications Director‖ heading.
more attractive, organized, and easy to read.
Add a paragraph border

Borders are lines that you can add to the top, bottom, left,
or right of paragraphs. They are especially useful for
emphasizing headings.
1. Place the insertion point in the paragraph you want to Shading Border
add the border to.
If you want to add the same kind of border to several Figure 4-13: The Paragraph group.
paragraphs, select them all at once.

Border button list arrow in the Paragraph group.
A list of borders you can add to the selected
paragraph(s) appears. Use the examples shown next
to each border option to guide your decision.
If the border configuration you want doesn’t appear
in the list, add one border at a time.
3. Select a border type.

The border is applied.
Notice that the border option you chose now appears
as the selected type on the Border button. If you want
to apply the same border to another paragraph, just
click the Border button.
Tip: To remove a border, select the No Border
option under the Border button.
Add paragraph shading

Color the background of a paragraph by adding shading.

add the shading to. Figure 4-14: This list of border options appears when you
click the Border button list arrow.
If you want to add the same shading to several
paragraphs, select them all at once.

Shading button list arrow in the Paragraph group. Border
A list of colors that coordinate with the Theme Color

that is currently selected appears.
Tip: If the color you want to use does not appear
in the list, click More Shading Colors to choose
from a larger array of colors. Figure 4-15: A paragraph border.


The shading is applied.
Notice that the color you chose now appears as the
selected color on the Shading button. If you want to
apply the same shading to another paragraph, just
click the Shading button.
Tip: When you use shading, make sure the
shading color complements the font color so the
font is readable.
Borders and Shading dialog box

The Borders and Shading dialog box is another way to
work with borders and shading in paragraphs.
1. Select the paragraph(s) to which you want to add

borders or shading.
Figure 4-16: The Borders and Shading dialog box.
Border button list arrow in the Paragraph group.
3. Select Borders and Shading from the list.

The Borders and Shading dialog box appears.
 To apply a border: Click the Borders tab and
click the side(s) (top, bottom, left, and/or right) of
the paragraph in the Preview diagram where you
want to apply the borders.
 To apply shading: Click the Shading tab. Click
the Fill list arrow and select the color you want to
use.
4. Click OK.
Tips
 You may also add a pattern. On the Shading tab of
the Borders and Shading dialog box, click the Style
list arrow to select a pattern style and click the Color
list arrow to select a pattern color.
 To add a border or shading to text, not an entire
paragraph, select the text and open the Borders and
Shading dialog box. Click the Apply to list arrow
and select Text. Then specify the border and shading
options you want to use.

Changing Line Spacing  Exercise

Adding space between lines makes a document easier to
read. • Exercise: Apply 1.5 line spacing to all text below the
―New Communications Director‖ heading.
change. Or, select the paragraphs you want to change.
2. Click the Home tab on the Ribbon and click the Line
Spacing button in the Paragraph group. Line spacing
A list of spacing options appears. The default line
spacing is 1.0 or Single, which accommodates the
largest font in that line, plus a small amount of space.
3. Select the spacing you want to use.
The line spacing is applied to the paragraph(s).
Single (1.0) line spacing
Other Ways to Change Line Spacing:
Click Home tab on the Ribbon and click the
Dialog Box Launcher in the Paragraph group. On
the Indents and Spacing tab, click the Line
spacing list arrow and select an option. Click OK.
1.5 line spacing

Table 4-8: Line Spacing Options
Single Single spacing—line spacing that

accommodates the largest font in that line,
plus a small amount of extra space. This is
the default setting for paragraphs.
1.5 Lines Space-and-a-half spacing—line spacing for
each line that is one-and-one-half times that
of single line spacing. For example, if 10- Double (2.0) line spacing
point text is spaced at 1.5 lines, the line
spacing is a little over 15 points.
Double Double-spacing—line spacing for each line
that is twice that of single line spacing. For
example, in double-spaced lines of 10-point
text, the line spacing is a little over 20 points.
At Least Minimum line spacing that Word can adjust
to accommodate larger font sizes that would
not otherwise fit within the specified spacing. Figure 4-18: Line spacing examples.
Exactly Fixed line spacing that Word does not adjust.

This option makes all lines evenly spaced.
Multiple Line spacing that is increased or decreased
by a percentage that you specify. For
example, setting line spacing to a multiple of
1.2 would increase the space by 20 percent,
while setting line spacing to a multiple of 0.8
would decrease the space by 20 percent.
Setting the line spacing at a multiple of 2 is
equivalent to setting the line spacing at
Double. In the ―At‖ box, type or select the
line spacing you want. The default is three
lines.

Changing Spacing Between  Exercise

Paragraphs
• Exercise: Add 6-pt of spacing before and 12-pt of spacing
Adding space between the paragraphs in a document after the ―New Communications Director‖ heading.
gives it structure and makes it easier to read.
1. Place the insertion point in the paragraph you ant to

change. Or, select the paragraph(s) you want to
change.

Dialog Box Launcher in the Paragraph group.
The Paragraph dialog box appears. You can adjust the
space before and after a paragraph:
 Before: Adds space above the paragraph.
 After: Adds space below the paragraph.
3. Select the spacing you want to use and click OK.

The paragraph(s) are changed with the paragraph
spacing.
Other Ways to Change Paragraph Spacing:
Click the Line Spacing button in the Paragraph
group. Select Add Space Before Paragraph or
Add Space After Paragraph. By default, 12 pts.
of space are added in the direction specified.
Tips
 To remove paragraph spacing, change the spacing
values to 0 pt in the Paragraph dialog box. Or, click Figure 4-19: Spacing options in the Paragraph dialog box.
the Line Spacing button in the Paragraph group and
select Remove Space Before Paragraph or Remove
Space After Paragraph. Or, click the Page Layout
tab on the Ribbon and adjust the Before and After
boxes in the Paragraph group.
Without paragraph spacing
6-pt spacing
12-pt spacing
With paragraph spacing
Figure 4-20: Spacing for the New Communications

Director paragraph.

Using the Format Painter  Exercise

If you find yourself applying the same formatting over
and over again, then you should familiarize yourself with • Exercise: Copy the formatting of the ―New
Communications Director‖ heading to ―The Month in
the Format Painter tool. The Format Painter copies how
Review‖ heading.
text is formatted and lets you apply that formatting
elsewhere.
1. Select the text with the formatting you want to copy.

The Format Painter will copy character (font color or
italics) and paragraph (line spacing, indentation)
formatting attributes of the selected text.
Format Painter
Format Painter button in the Clipboard group.
Other Ways to Access the Format Painter: Figure 4-21: The Clipboard group.
Click the Format Painter button on the Mini
Toolbar.
Tip: Single-click the Format Painter button to
apply copied formatting once. Double-click the
Format Painter button to apply copied
formatting multiple times.
3. Click and drag the pointer across the text to which

you want to apply the copied formatting.
The copied formatting is applied.
Tips
 If you double-clicked the Format Painter button, click
the Format Painter button again to deactivate it, or
press <Esc>.
 To copy paragraph formatting (such as line or
paragraph spacing) as well as text formatting, select
the entire paragraph you want to copy, then click the
Format Painter button.

Setting Tab Stops  Exercise

Tabs make it easy to align text. Each time you press the
Tab key, the insertion point moves to the next tab stop. • Exercise: Select the last five paragraphs of the document,
beginning with the paragraph that begins with ―Department‖
Word has left tab stops set at every half-inch by default,
and ending with the paragraph that begins with ―Design‖.
but you can easily create your own stops to be located in a Set a left tab stop at 1‖. Set a center tab stop at 3‖. Set a
specific position or using a different alignment. right tab stop at 4.5‖. Set a decimal tab stop at 5.5‖ with a
dotted leader.
Tips
 To add tab stops to text already in the document,
select all the text and paragraphs to which you want
to add the tab(s), then add the tab stop(s).
Tab alignment box
 Make sure the ruler is displayed. Click the View tab
on the Ribbon and click the Ruler check box in the
Show/Hide group.
Set tabs with the ruler

The advantage of setting tabs on the ruler is that it is easy
to see where the tab is positioned in the document. Figure 4-22: The Tab alignment box on the ruler.
1. Click the Tab alignment box on the ruler until you

see the type of tab you want to use (left, center, right,
decimal, or bar).
The left tab is the default and most common type of
tab. However, you can align text differently by using
different tabs.
2. Click where you want to add the tab stop on the ruler.
A tab of the selected tab alignment type is added to
the ruler. Now, when the <Tab> key is pressed, the
cursor will jump to the tab stop where you can now
insert text.
Set tabs with the Tabs dialog box

The Tabs dialog box is slightly slower to work with than
setting tabs with the ruler, but it is more accurate and
gives you more options.
1. Click the Home tab on the Ribbon and click the Figure 4-23: Tabs dialog box.
The Paragraph dialog box appears.
2. Click the Tabs button near the bottom of the

Paragraph dialog box.
The Tabs dialog box opens. To set a tab stop, select
the alignment, choose the type of leader, and the
location of the tab stop on the ruler.
3. Set the tab settings and click Set.

The tab is created with the specified attributes.
Continue adding more tabs here as necessary.

4. Click OK once each tab is set.

The tab stops are shown on the Ruler.
Table 4-9: Types of Tabs
3.14 3.14 3.14 3.14  3.14

Left Center Right Decimal Bar 
Aligns the left side of Aligns the text so that it Aligns the right side of Aligns text and numbers A vertical line character
text with the tab stop. is centered under the tab text with the tab stop. by decimal point. is inserted at the bar tab.
stop.

Adjusting and Removing Tab  Exercise

Stops
• Exercise: Adjust the decimal tab stop to 6‖. Then remove
Tab stops are also easy to adjust and remove. the decimal tab stop.
Adjust a tab stop
 Click and drag the tab stop to the desired position on

the Ruler.
The tab stop is moved.
Tip: If you selected text that used the tab stop, the
text adjusts to the new position of the tab stop.
Figure 4-24: Moving a left tab stop.
Other Ways to Adjust a Tab Stop:
Open the Tabs dialog box. Select the tab stop you
want to adjust, make the adjustments in the dialog
box and click Set. Click OK to confirm the
change.
Remove a tab stop
 Click and drag the tab stop off of the Ruler.

The tab stop is removed and the text moves to the
nearest available tab stop.
Tip: If you selected text that used the tab stop, the
text adjusts to the new position of the tab stop.
Other Ways to Remove a Tab Stop:
Open the Tabs dialog box. Select the tab you want
to remove and click Clear. Or, click Clear All to
remove all tab stops.

Using Left and Right Indents  Exercise

Indenting adds blank space between the page margin and
the paragraph text. Long quotations, lists, and • Exercise: Indent the paragraph below the ―New
Communications Director‖ heading 0.25‖ on the left. Indent
bibliographies are a few examples of paragraphs that are
the paragraph below ―The Month in Review‖ heading 0.25‖
often indented. on the left and 0.5‖ on the right.
Tips
 To use the left or right indent markers, the ruler must Decrease Indent
be displayed. To show the ruler, click the View tab on
the Ribbon and click the Ruler check box in the Increase Indent
Show/Hide group.
Left indent
The most common type of indent is a left indent, in which
text is moved away from the left margin.
1. Select or place the insertion point in the paragraph(s) Figure 4-25: The Paragraph group.
you want to change.

Increase Indent button in the Paragraph group.
The paragraph(s) are indented 0.5‖, or to the next
indent level in the document.
Left Indent
Tip: Click the Decrease Indent button in the
Paragraph group. Figure 4-26: Left indent marker on the Ruler.
Other Ways to Increase Indentation:
Click and drag the Left indent marker on the
ruler. Or, click the Dialog Box Launcher in the
Paragraph group and enter how much space you
want the paragraph indented by in the Left
indentation box. Or, click the Page Layout tab on
the Ribbon and adjust the Left indentation box in Right indent
the Paragraph group.
Figure 4-27: Right indent marker on the Ruler.
Right indent
A right indentation of a paragraph moves text away from
the right margin.
1. Select or place the insertion point in the paragraph(s)

you want to change.
2. Click and drag the Right indent marker on the

ruler.
The paragraph is indented from the right margin.
Other Ways to Use Right Indent:
Click the Dialog Box Launcher in the Paragraph
group and enter the indent in the Right
indentation box. Or, click the Page Layout tab on
the Ribbon and adjust the Right indentation box
in the Paragraph group.

Using Hanging and First Line  Exercise

Indents
• Exercise: Add a 0.5‖ hanging indent to the paragraph
Besides the left and right indents, two special indents can below the ―New Communications Director‖ heading. Add a
be used in your paragraphs: hanging and first line indents. 0.5‖ first line indent to the paragraph below ―The Month in
Review‖ heading.
Hanging indent
In hanging indentation, the first line of a paragraph stays
put next to the left margin while the other lines in the
paragraph are indented. Hanging indentations are often
used in bibliographies or lists.
1. Select or position the insertion point in the

paragraph(s) you want to indent.

3. Click the Special list arrow in the Indentation section

and select Hanging.
4. Enter the desired indent amount in the By box, and

click OK.
Other Ways to Use a Hanging Indent:
Click and drag the Hanging indent marker on
the ruler. Or, click the tab alignment box until
you see the Hanging indent marker, then click
where you want to insert the indent on the ruler.
First Line indent

A first line indentation lets you indent the first line of a
paragraph independently of the other lines. Many people
do this with a tab instead of changing the indent settings. Figure 4-28: Indentation options in the Paragraph dialog
box.
1. Select or position the insertion point in the
paragraph(s) you want to indent.

3. Click the Special list arrow in the Indentation section

and select First line.
4. Enter the desired indent amount in the By box, and

Hanging Indent First line indent
click OK.
Other Ways to Use a First Line Indent:
Click and drag the First Line indent marker on
the ruler. Or, click the tab alignment box until
you see the First Line Indent marker, then click Figure 4-29: Hanging and First Line indents on the ruler.
where you want to insert the indent on the ruler.

Formatting the Page
Adjusting Margins  Exercise

• Exercise File: FormatPage5-1.docx
A margin is the empty space between a document’s
contents and the edges of the page. Word’s default • Exercise: Change the document margins to the ―Narrow‖
margin setting.
margins are 1inch on each side of the page, but you can
easily change the margins to accommodate the needs of
your document.
Trap: It’s important that you don’t confuse
adjusting a document’s margins with adjusting a
paragraph’s indentation. Document margins affect
the entire document and every paragraph in it.
Paragraph indentation only changes paragraphs,
not the entire document.
1. Click the Page Layout tab on the Ribbon and click

the Margins button in the Page Setup group.
A list of common page margins appears.
2. Select a margin setting.
3. Click OK.
The margin setting is applied to the document.
Other Ways to Adjust Margins:
Click the Margins button in the Page Setup group
and select Custom Margins. Then change the
document’s margins on the Margins tab of the
Page Setup dialog box. Figure 5-1: The Margins tab of the Page Setup dialog box.
Or, click and drag the Left Margin, Right
Margin, Top Margin or Bottom Margin line on
the Ruler.
Tip: If you intend to bind a document and require
extra space for the bindings, use the Gutter setting
on the Margins tab in the Page Setup dialog box.
Figure 5-2: You can also change page margins by

dragging the margin line on the Ruler.

Formatting the Page
Changing Page Orientation  Exercise

and Size
• Exercise: Go to Page 2 of the exercise file (the ―Filtering
The page orientation and size are two of the most obvious
out the junk‖ article). Change the page size to 11‖ x 17‖ and
page layout properties of a document. change the page orientation to Landscape.
Page orientation
Every document you print uses one of two different types
of page orientations: Portrait and Landscape.

the Orientation button in the Page Setup group.
A list of two options appears:
 Portrait: In Portrait orientation, the paper is taller
than it is wide—like a portrait painting.
 Landscape: In Landscape orientation, the paper is
wider than it is tall—like a landscape painting.
2. Select the page orientation you want to use.

The page layout is changed accordingly. If the Ruler
is displayed, notice that the dimensions of the page
have changed. For example, if you were using an
8.5‖ x 11‖ page, the horizontal part of the ruler is
now 11 inches across, rather than 8.5‖.
Other Ways to Change Page Orientation
Click the Dialog Box Launcher in the Page Setup Figure 5-3: Change page orientation in the Orientation
Group. On the Margins tab, click the orientation section of the Margins tab.
you want to use.
Page size
People normally print on standard Letter-sized (8½ x 11)
paper, but Word can also print on other paper sizes, such
as Legal-sized (8½ x 14) and other custom-sized paper.
This means that you can use Word not only to print letters,
but also postcards, tickets, flyers, and any other
documents that use a non-standard paper size.

the Size button in the Page Setup group.
A list of common page sizes appears.
2. Select the page size you want to use.

The document on the screen adjusts to the selected
size.
Tip: If the size you want to use doesn’t appear in
the list, select More Paper Sizes. The Paper tab
of the Page Setup dialog box appears, where there
are more page size options, and where you can
enter a custom paper size if you wish. Figure 5-4: Change the size of the page under the paper
tab in the Page Setup dialog box.

Formatting the Page
Using Columns  Exercise

Newsletters and magazines often arrange text in two or
more columns. • Exercise: Go to Page 2 of the exercise file (the ―Filtering
out the junk‖ article). Apply a two-column page layout.
Insert a column break at the beginning of the ―Filter by
Format columns Selection‖ heading near the bottom of the first column.

the Columns button in the Page Setup group.
A list of popular column layouts appears.
2. Select the column arrangement you want to use.

The document on the screen adjusts to the selected
layout.
Tip: If the layout you want to use doesn’t appear
in the list, select More Columns. The Columns
dialog box appears. Here, you can enter more
columns, and adjust the size of columns on the
page.
Use a column break

When you insert a column break, the insertion point
jumps to the beginning of the next column on the page. Figure 5-5: Edit and apply columns in a document in the
For example, if you wanted to leave a column empty Columns dialog box.
halfway down the page to leave space for a pull quote or
picture, inserting a column break would allow you to
continue your text in the next column.

the Breaks button in the Page Setup group.
A list of available breaks appears.
2. Select Column from the list.

The column break is inserted and the insertion point
moves to the beginning of the next column.

Formatting the Page
Using Page Breaks  Exercise

This lesson explains how to control where the page breaks
in a document. • Exercise: Go to Page 5 of the exercise file. Insert a page
break so that the PowerPoint article begins at the top of
Page 6. Add ―Keep with next‖ paragraph formatting to the
Start a new page ―Creating a rule using the Rules Wizard‖ heading at the
bottom of page 6 so that the heading is on the same page as
1. Place the insertion point where you want to begin a the following paragraph.
new page.
2. Click the Insert tab on the Ribbon and click the Page The Keep with next
Break button in the Pages group. option keeps this
paragraph on the
Word inserts a page break at the insertion point, and same page as the
next paragraph.
any page contents that appear after the insertion point
appear on the new page.
Other Ways to Insert a Page Break:
Press <Ctrl> + <Enter>. Or, click the Page
Layout tab on the Ribbon and click the Breaks
button in the Page Setup group. Select Page
Break from the list.
Tip: To remove a page break, view the document The Page break
in Draft view, select the page break, and press before option inserts
a page break before
<Delete>. this paragraph.
Insert a blank page

Use this command to insert a blank page anywhere in a
document.
 Click the Insert tab on the Ribbon and click the

Blank Page button in the Pages group.
Word inserts a blank page at the insertion point. The Table 5-1: Paragraph Line and Page Break Options
blank page is really just two page breaks.
Widow/Orphan Prevents Word from printing the last line
control of a paragraph by itself at the top of a page
Use paragraph line and page breaks (widow) or the first line of a paragraph by
You can also control pagination with paragraph itself at the bottom of a page (orphan).
This option is selected by default.
formatting. For example, you can make sure paragraphs
appear on the same page without being on separate pages, Keep with next Prevents the page from breaking between
or make sure a paragraph always starts on a new page. the selected paragraph and the following
paragraph.
1. Select the paragraph(s) to which you want to add Keep lines Prevents the page from breaking within a
pagination formatting. together paragraph.
Page break Inserts a page break before the selected

2. Click the Page Layout tab on the Ribbon and click paragraph. This is a good option for major
before
the Dialog Box Launcher in the Paragraph group. headings.
The Paragraph dialog box appears. Suppress line This prevents line numbers from appearing
numbers next to selected paragraphs if the Line
3. Click the Line and Page Breaks tab and select the Numbering option is on. This setting has
pagination and formatting options you want to use. no effect in documents or sections with no
When you’re finished, click OK. line numbers.
The formatting options are applied to the selected Don’t Excludes a paragraph from automatic
hyphenate hyphenation.
paragraph(s).

Formatting the Page
Working with Section Breaks  Exercise

Section breaks can help you control where pages break in
the document, but they also allow you to apply different • Exercise: Go to Page 7 of the exercise file. Add a Next
Page Section Break to the end of the PowerPoint article.
page formatting in the same document. A section break
Find the section breaks in the first two pages of the
allows you to use different page layouts—such as document.
margins, page orientation, headers and footers, columns,
and sequence of page numbers—in the same document.

the Breaks button in the Page Setup group.
A list of the breaks you can insert in the document
appears.
2. Select the type of break you want to insert.

The break is inserted in the document.
Tips
Figure 5-6: Section breaks allow you to apply different
 By default, breaks are hidden from view. To view page formatting to the same document.
where breaks are located in a document, view the
document in Draft view. Or, click the Home tab and
click the Show/Hide All button in the Paragraph
group to view breaks in Print Layout view.
 To remove a break, select the break and press
<Delete>.
Figure 5-7: The section

break at the end of page 2
allows page 3 to be a
different page size and
orientation.
Table 5-2: Types of Section Breaks
Next Page Section Break Inserts a section break at the insertion point and inserts a page break so the new section starts at the
beginning of a new page.
Continuous Section Break Inserts a section break at the insertion point and starts the section immediately, without inserting a page
break.
Even Page Section Break Inserts a section break at the insertion point and starts the next section on the next even-numbered page.
If the section break falls on an even-numbered page, Word leaves the next odd-numbered page blank.
Odd Page Section Break Inserts a section break at the insertion point and starts the next section on the next odd-numbered page.
If the section break falls on an odd-numbered page, Word leaves the next even-numbered page blank.

Formatting the Page
Working with Line Numbers  Exercise

Adding line numbers to documents is the most direct way
to guide users through complex and lengthy documents. • Exercise: Go to Page 3 of the exercise file and add line
numbers to that section of the document.
When you apply line numbers in Word, the numbers are
displayed in the left margin of the document. If there are
columns in the document, the numbers appear to the of
each newspaper-style column.
Line numbers are especially useful for referendums and
legal documents.

the Line Numbers button in the Page Setup group.
A list of ways you can add line numbers appears.
 None: Removes line numbering in the document.
 Continuous: Adds continuous line numbering to
each section of the document.
 Restart Each Page: Adds line numbering to the
current section of the document. Restarts
numbering at the beginning of any added sections.
 Restart Each Section: Adds line numbering and
restarts numbering at the beginning of each
section.
 Suppress for Current Section: Removes line
numbering for the current section.
Tip: If you are applying numbering to a document
Figure 5-8: Page numbers are inserted along the left
that has several sections, select the sections to
margin of the page.
which you want to add numbering first.
2. Select a line numbering option.

The line numbers are applied to the document.
Tips
 Each line in a document can be numbered, however
lines from inserted objects such as tables, footnotes,
endnotes, text boxes, frames, headers, and footers are
not included in line numbering.
 Line numbers are only visible in Print Layout view
and Print Preview.
 To control line numbering options through the Line
Numbers dialog box, select More Line Numbering
from the Line Numbers button list. Click the Line Figure 5-9: The Line Numbers dialog box.
Numbers button and select the line numbering
options you want to use from the Line Numbers
dialog box.

Formatting the Page
Working with Hyphenation  Exercise

Word can automatically hyphenate your text so that rather
than pushing a long word at the end of the line to the next • Exercise: Automatically hyphenate the document. Identify
words that have been hyphenated as a result.
line, it breaks across lines with a hyphen. This is
especially useful in documents where a lot of text has to
appear in a small amount of space, such as when using
justified paragraph alignment in columns, for example.

the Hyphenation button in the Page Setup group.
Hyphenation is turned off by default, but you may
turn on automatic or manual hyphenation:
 Automatic: Word automatically inserts hyphens Figure 5-10: The Hyphenation dialog box.
where they are needed, according to the
hyphenation zone. If the document is edited and
lines change, Word re-hyphenates the document.
 Manual: Word searches the text for words to
hyphenate and asks if you would like to insert an
optional hyphen. Word does not re-hyphenate the
document for you. If you choose to manually
hyphenate, Word will ask for approval before it
inserts a hyphen.
2. Choose how you want to hyphenate the document.

Word begins the hyphenation process using the
method you chose.
Tips
 To change hyphenation options, click the
Hyphenation button in the Page Setup group and
select Hyphenation Options.
 To remove hyphenation, click the Hyphenation
button in the Page Setup group and select None.
Figure 5-11: The same document before and after

hyphenation.

Formatting the Page
Working with the Page  Exercise

Background
• Exercise: Go to Page 8 of the exercise file and add a blue
Dress up pages in a document with page borders and
border to all sides of the page in the current section. Add a
background settings. You can line the margins of your light green page color to the document. Add a ―DRAFT‖
pages with borders to give them finished edges or to bring watermark to the document.
out certain pages, and you can even create your own page
designs using colors and watermarks.
Add page borders

You can line the margins of your pages with borders to
give them finished edges or to bring out certain pages.

the Page Borders button in the Page Background
group.
The Page Border tab of the Borders and Shading
dialog box appears.
2. Choose border properties, such as style, color, width,

or art.
These properties change how the border(s) will
appear around the page.
3. Click the side(s) (top, bottom, left, and/or right) of

the page in the Preview diagram where you want to
apply the borders.
When the preview area looks the way you want the
borders to look, you’re ready to apply the borders.
Tip: You may also use the Setting options along Figure 5-12: Page with color, border, and watermark
the left side of the Page Border tab to apply applied.
borders.
4. Click the Apply to list arrow and select the pages to

which you want to apply borders.
 Whole document: Applies the borders to all
pages in the document.
 This section: Applies borders only to the current
section.
 This section – First page only: Applies borders
to the first page of the current section and
nowhere else.
 This section – All except first page: Applies
borders to all pages in the current section, except
the first page.
Figure 5-13: The Page Border tab of the
5. Click OK. Borders and Shading dialog box. Click the Options
button to define
The borders are applied to the page(s) in the how far away from
document. margins you want
the border to
appear.

Formatting the Page
Add page color

Add color to the background of one or several pages in
the document. This formatting feature is only visible in
electronic copies of the document: Word will not print the
page color.

the Page Color button in the Page Background
group.
The Page Color button displays the ten colors in the
current color theme, and five shades of each color.
This makes it easy to have a consistent look and feel
in the document.
2. Select a color from the list. Figure 5-14: Choose a page color from the color palette.
The color is applied to the page.
Tip: To remove page color, click the Page Color
button and select No Color.
Add a watermark
A watermark is discrete text that indicates a document
should be specially treated. It does not obscure text on the
page.

the Watermark button in the Page Background
group.
A list of built-in watermarks appears, organized in
different categories: Confidential, Disclaimers,
Urgent. A preview of how the watermark appears on
the page is shown next to each list option.
Tip: To create your own watermark, click the Figure 5-15: Specify how you want the watermark to look
Watermark button and select More and the watermark text in the Printed Watermark dialog
Watermarks. Select the Picture watermark or box.
Text watermark option and make changes
accordingly.
2. Select the watermark you would like to use.

The watermark is applied to the pages of the
document.
Tip: To remove the watermark, click the
Watermark button and select Remove
Watermark.

Formatting the Page
Adding a Cover Page and  Exercise

Page Numbers
• Exercise: Add a cover page to the document and fill out
A cover page and page numbers are two things that are
the placeholders. Add page numbers to the top of the pages.
easy to add and that make your document look polished
and professional.
Cover page
A cover page for your document is like the cover of a
book: it contains basic information, such as the title of the
document, date, and author, presented in a way that is
eye-catching and welcoming to the reader.

Cover Page button in the Pages group.
A list of built-in cover pages appears. Notice that
each design has a name, which makes it easier to
match up with other built-in elements, such as built-
in headers and footers.
2. Select the cover page you want to insert in the

document.
The cover page always appears as the first page in the
document, no matter where the insertion point is
located when it is inserted.
When inserted, placeholders for information appear
on the cover page. Word tries to insert as much
information as it can, such as user information like
your name and company name, but you will probably
Figure 5-16: This is an example of a built-in cover page.
have to insert information manually as well.
3. Click in a placeholder and type your own text.
Page numbers
Adding page numbers is easier than ever in Word 2007,
and it adds a lot to documents, especially really long ones.
1. Click the Insert tab on the Ribbon and click the Page
Number button in the Header & Footer group.
First, choose where you would like the numbers to
appear on the page. You can include the page
numbers in three different places on the page—top,
bottom, and margins.
2. Select where you want the page numbers to appear.

A list of the available built-in page number styles
appears.
3. Select the page number style you want to use. Figure 5-17: The page numbers appear on the page.
The page number style you chose appears on the

current page and all the other pages in the document.

Formatting the Page
Tips
 To insert page numbers of your own design or to
work with more options in the page headers and
footers, refer to the lesson on Using Headers and
Footers.
 To remove page numbers, click the Page Number
button and select Remove Page Numbers.
 If you like one of the built-in options but want the
numbers to appear a little differently, you can change
the number format. To modify page numbers, click
the Page Number button and select Format Page
Numbers. Select the style of number you want to use
from the Page Number Format dialog box. Figure 5-18: The page Number Format dialog box.

Formatting the Page
Using Headers and Footers  Exercise
Documents with several pages often have information— • Exercise File: FormatPage5-10.docx
such as the page number, the document’s title, or the • Exercise: Insert even- and odd-page built-in footers in the
date—located at the top or bottom of every page. Text that document.
appears at the top of every page in a document is called a
header, while text appearing at the bottom of each page is
called a footer.
Insert a built-in header or footer

Header or Footer button in the Header & Footer
group.
A list of built-in options appears. Each option looks
different and contains different attributes. For
example, some include placeholders for the title and
date, while others include cross-references to styles
within the document.
Tip: Point to a built-in header or footer option to
view its attributes and a description of how it
might be used best.
2. Select a built-in option to use as a document header Figure 5-19: The built-in headers and footers are quick,
or footer. easy, and professionally designed.
The header or footer is added to the document.
Create a header or footer

You don’t have to use one of Word’s built-in headers or
footers: you can create one of your own.

group.
2. Select Edit Header or Edit Footer from the list.

The Header & Footer Design tab appears on the
Ribbon. Use these commands to work with and insert
elements into your headers and footers.
3. Position the insertion point where you want to insert

the text or element.
The header and footer areas have the same formatting
abilities as the main area of the document. You can
use the commands in the Position group to help align
and position the contents of the header or footer.
4. Enter text and/or insert objects using the Insert group

of the Design tab under Header & Footer Tools.
When the header or footer looks the way you want it
to, close Header and Footer view to resume work on Figure 5-20: The Mod headers and footers.
the rest of the document.

Formatting the Page
Use different headers and footers on odd

and even pages
Some built-in headers and footers were made to appear on
odd or even pages. To use these headers and footers
correctly, or to create your own odd and even-page
headers and footers, you must change the page layout.

group.
2. Select Edit Header or Edit Footer from the list.

The Design tab appears on the Ribbon under Header
& Footer Tools.
Figure 5-21: Using headers and footers that are different
3. Click the Different Odd & Even Pages check box in for odd and even pages is a nice option for printed, bound
the Options group. documents.
Other Ways to Apply Different Headers and

Footers to Odd and Even Pages:
Click the Page Layout tab on the Ribbon and
click the Dialog Box Launcher in the Page Setup
group. Click the Layout tab and make sure the
Different odd and even check box is checked.
Trap: When this option is selected, the odd and
even pages work independently. So, you must
insert a header for the odd pages, and a header for
even pages: one header won’t work for both.
Table 5-3: Header and Footer Design tab Groups
4. Insert a header or footer on an odd page. Then insert
Header & Apply built-in header, footer, and page
a header or footer on an even page. Footer number options.
When you insert the headers and footers, they are Insert Insert Date & Time, a Picture or Clip Art, or
formatted differently on the odd and even pages. a Quick Part field.
Tips Navigation Switch between headers and footers and
jump to other sections.
 Built-in headers and footers can be modified.
Options Apply a different header or footer to the first
 Changes made to the header or footer on a page will page in a section, different odd & even
change the other headers and footers in that section. pages, and choose to show document text.
Use a document with section breaks to have different Position Choose how far away from the margins you
headers and footers within the document. want the headers and footers to appear, and
control header and footer alignment.
 Use the Go to Header and Go to Footer buttons in
the Navigation group to jump between header and
footer areas of the document.
Figure 5-22: The Design tab of Header & Footer Tools.

Working with Themes and Styles
Applying a Style  Exercise

• Exercise File: Management6-1.docx
A style is a group of format settings stored under a single
name. Quick Styles are sets of styles that are designed to • Exercise: Apply the Title style to the ―Annual
Management Meeting‖ text. Apply the Subtitle style to the
work together to create attractive and professional looking
―Seminar Schedule‖ text. Apply the Formal style set to the
documents. document. Reset document quick styles.
Each set of quick styles includes all the styles you need to
Click a style in the Style Gallery to Click the Change Styles
build a document. For example, you can apply the apply it to text. The current style is button to select a
―Quote‖ style if you are quoting something in a highlighted. different quick style set.
document, or the ―Title‖ style for the document’s main
heading. Using quick styles rather than your own
formatting has several advantages:
 The document looks professional and is easy to read.
 Styles provide consistency and can apply several Use these buttons to view other
formatting properties at one time. styles in the quick style set.
 If you change the formatting properties of a style, all Figure 6-1: The Styles Gallery in the Home tab of the
instances of the style are updated with the formatting Ribbon.
changes.
Apply a style
Choose a style that is appropriate for the text, and then Table 6-1: Quick Style Sets in Word 2007
apply the style.
1. Select the text to which you want to apply the style.
2. Click the Home tab on the Ribbon and click the style
you want to use in the Styles Gallery in the Styles
group.
The style is applied to the document. To view all the
styles in the quick style set at the same time, click the
More button to expand the group.
Tip: If the style that you want does not appear in
the Styles Gallery, press <Ctrl> + <Shift> + <S>
to open the Apply Styles task pane. Under Style
Name, type the name of the style you want to use. Classic Default
Apply a different Quick Style Set

Word’s built-in style sets are professionally designed to
convey a certain tone. Want your document to look more
formal? Use the Formal style set, and the styles will take
on formatting properties that make text look more formal.

Change Styles button in the Styles group.
2. Point to Style Set and select the style set you want to
use.
The styles available in the Styles Gallery change to Distinctive Elegant
reflect the style set you selected.

Tip: As you point to different styles in the Style

Set list, the document changes to show you how it
will look with the style set.
Reset Quick Styles

If you decide that you don’t want to use the quick style set
you applied to the document, you can remove it and reset
to its default settings.

Change Styles button in the Styles group. Point to
Style Set.
There are two ways you can reset the quick style set: Formal
Fancy
 Reset to Quick Styles from Template: Resets
quick styles to the styles included in the template
attached to the document.
 Reset Document Quick Styles: Resets quick
styles to any styles you have modified or added to
the current document.
2. Select the reset option you want to use.

The quick styles reset accordingly.
Tips
 Microsoft recognizes that styles are efficient and
useful in creating a document, so they have created
Manuscript Modern
sets of coordinating styles that have all the styles you
need to build a document. In previous versions, users
were left to create most of their own styles from
scratch. Now, styles are very accessible with a wide
range of them prominently displayed on the Ribbon.
 In most cases, choosing a different quick style set
does not change the font type or the font theme being
used; it just applies different character or paragraph
formatting.
Simple Traditional

Creating a Style  Exercise

A style is a group of format settings stored under a single
name. Styles save a lot of time and ensure that your • Exercise: Select ―The Internet and Travel‖ line; add bold
formatting and change the font size to 14 pt. Create a style
documents are formatted in a consistent manner.
named ―Seminar‖ based on this text. Apply the style to the
There are five different types of styles: ―Better Team Communication‖ and ―Exploring Childcare‖
text.
 Character: Includes any type of character
formatting, such as font size or type, colors, and font
effects.
 Paragraph: Includes any type of paragraph
formatting, such as paragraph, tab, border, and bullets
and numbering formats.
 Linked: A combination of character and paragraph
formatting properties.
 Table: Provides a consistent style for all borders,
shading, alignment and fonts in tables.
Figure 6-2: To create a new style from formatted text, just
 List: Applies similar alignment, numbering or bullet give the style a name.
characters and fonts to lists.
With Word’s quick styles, you probably won’t need to

create new styles very often. But if the need arises,
creating a style is quick and easy.
1. Select the text that contains the formatting of the new

style.
2. Right-click the selection and select Save Selection as

a New Quick Style from the contextual menu.
The Create New Style from Formatting dialog box
appears. You may add formatting or change
formatting properties for the style here.
3. Enter the style’s name in the Name text box.

4. Click OK.
The style is added to the Quick Style Gallery.
Other Ways to Create a Style:
Click the Home tab and click the Dialog Box
Launcher in the Styles group. Click the New
Style button in the Styles task pane and apply
style formatting in the Create New Style from
Formatting dialog box. Give the style a name and
click OK.
Figure 6-3: Create a new style and add formatting

properties to it in this dialog box.

Modifying and Deleting a Style  Exercise

If a style doesn’t quite have the formatting attributes you
would like, or if you created a style that you no longer • Exercise: Modify the ―Seminar‖ style so the font size is 11
pt. Notice that the other instances of the style are modified.
want to use, styles are easily modified and deleted.
Then delete the ―Seminar‖ style.
Modify a style
In most cases you won’t need to change a style in a Quick
Style set because the styles are designed to work together.
Rather than modifying one of these built-in styles, you
may want to consider creating a new style. Still, you may
run into a situation where you want to modify a built-in
style or a style that you’ve created.
1. Select text that uses the style you want to modify.
2. Apply the formatting you want to add to or remove

from the style.
3. Right-click the style in the Styles Gallery and select

Update [style name] to Match Selection from the
contextual menu.
The style is modified to acquire the formatting
properties of the selected text.
Other Ways to Modify a Style:
Right-click the style in the Styles Gallery and
select Modify from the contextual menu. Or, click
the Dialog Box Launcher in the Styles group, Figure 6-4: The Modify Style dialog box.
click the list arrow for the style you want to
modify and select Modify. Edit the formatting of
the style in the Modify Style dialog box.
Delete a style
If a style is no longer needed, it may be deleted altogether.
1. Click the Dialog Box Launcher in the Styles group.

The Styles task pane appears.
2. Click the list arrow of the style you want to delete

and select Delete [style name] or Revert to [style
name] from the list.
A dialog box appears, asking to confirm deletion of
the style.
Tip: If there is no option to delete the style, Word
may instruct you to revert to a similar style, which
effectively deletes the style.
3. Click Yes.
The style is deleted and the default ―Normal‖ style, Figure 6-5: If a style is very similar to another style, you
or a style similar to the deleted style, is applied. may be asked if you want to revert to that style rather than
delete the style.

Working with the Styles  Exercise

Gallery
• Exercise: Remove the ―List Paragraph‖, ―Book Title‖ and
The Styles Gallery makes it easy to view and access styles ―Emphasis‖ styles from the Styles Gallery. Then move the
in a document. This lesson shows you how to organize ―Book Title‖ style back into the gallery.
which styles are displayed in the Styles Gallery.
Add a style to the Styles Gallery

If a style you want to use doesn’t appear in the Styles
Gallery, you can move it into the Styles Gallery so it is
easily accessible.

Dialog Box Launcher in the Styles group.
2. Click the Options link.

The Styles Gallery Options dialog box appears.
3. Click the Select styles to show list arrow and select Figure 6-6: Configure how the Style Pane works in the
All styles. Click OK. Style Pane Options dialog box.
The Styles task pane displays all the styles available
in the document.
4. Point at the style you want to add to the Styles

Gallery. Click the list arrow and select Add to Quick
Style Gallery.
The style appears at the beginning of the Styles
Gallery.
Remove a style from the Styles Gallery

Removing a style from the Styles Gallery does not
remove the style from the document.
1. Click the Home tab on the Ribbon and right-click the

style that you want to remove from the Styles Gallery
in the Styles group.
This will remove the style from the gallery, but it will
still be available in the document.
2. Select Remove from Quick Style Gallery from the

contextual menu.
Figure 6-7: Make styles quickly accessible by adding
The style no longer appears in the Styles Gallery.
them to the Quick Style Gallery.

Creating a New Quick Style  Exercise

Set
• Exercise: Create a new quick style set named
If you create a group of styles that you would like to use ―Management‖.
together, you can save them as a new quick style set.
1. Click the Home tab on the Ribbon and add and

remove styles in the Styles Gallery.
To create a quick style set, you can use a combination
of styles you have created, and styles from other
quick style sets.
The styles that appear in the Styles Gallery will be
included in the new quick style set.
2. Click the Change Styles button in the Styles group.
3. Point to Style Set and select Save as Quick Style

Set.
The Save Quick Style Set dialog box appears. Figure 6-8: The Save Quick Style Set dialog box.
4. Click in the File name text box and enter a name for
the Quick Style Set.
If you create other customized elements, use the same
naming scheme so you can easily identify which
parts are designed to go together.
5. Click Save.
The quick style set now appears in the Change Styles
button list with the other built-in quick style sets.
Figure 6-9: Quick Style Sets created by the user appear in

the list with the Quick Style Sets available in Word.

Selecting, Removing, and  Exercise

Printing Styles
• Exercise: Apply the Strong style to ―The Internet and
Styles form a bond between text that uses the same style.
Travel‖ and ―Better Team Communication‖ lines. Select all
Use this common bond to work with text. instances that use the Strong style and add underline
formatting to them. Remove all instances of the Strong
Select text that uses the same style style. Print a style summary for the document.
You can select all occurrences of a style in a document.
1. Click the Home tab on the Ribbon and right-click the

style in the Styles Gallery in the Styles group.
2. Select Select All Instance(s).

When the text is selected, you can work with the text
as usual, such as to apply a different style, modify the
style, or add formatting.
Remove a style from text

If you change your mind about using a style, you can
easily remove the style from all text in the document.

The Styles task pane appears. Figure 6-10: Select all text that is formatted using a
certain style in the document.
2. Click the list arrow for the style you want to remove
and select Clear Formatting of All Instance(s).
The style is removed from text in the document.
Print styles
You can print a summary of all the styles in a document,
which includes a description of each style’s properties and
settings.
1. Click the Microsoft Office Button and select Print.

The Print dialog box appears.
2. Click the Print what list arrow and select Styles.
3. Click OK.
Figure 6-11: Remove the style from all text to which it has
been applied.

Comparing and Cleaning Up  Exercise

Styles
• Exercise: Apply the Intense Reference style to the
The Style Inspector helps identify styles and other ―Exploring Childcare‖ line. Use the Style Inspector to check
formatting in the document. the formatting of the ―Better Team Communication‖ line.
Compare the text of the ―Better Team Communication‖ line
and the ―Exploring Childcare‖ lines. Apply the Intense
Clean up styles Reference style to the ―The Internet and Travel‖ and ―Better
If text isn’t updating to style changes the way you Team Communication‖ lines.
expected, or if text is not included in a style selection as
you anticipated, it may not be formatted with a style.

The Plus
The Styles task pane appears. areas display
formatting that
2. Click the Style Inspector button in the Styles task has been
pane. added to the
style that is
The Style Inspector appears. formatting the
text.
3. Click the text you want to check or clean up.

The Style Inspector shows the underlying paragraph Figure 6-12: Use the Style Inspector to investigate
formatting differences in text.
and character styles that are used in the current text.
If the Plus: area below the paragraph or character
style references other formatting properties, those
formatting properties have been added manually and
are not part of the underlying style.
4. Use the controls in the Style Inspector to clear all

styles and formatting, create a new style, or reveal
formatting.
Compare formatted text to other formatted

text
Comparing text makes it easier for you to identify the
formatting attributes applied to text.

2. Click the Style Inspector button in the Styles task

pane.
The Style Inspector appears.
3. Click the Reveal Formatting button.

The Reveal Formatting task pane appears.

4. Click or select text to view its formatting.

The formatting properties of the selected text is
displayed in the Reveal Formatting task pane.
5. Click the Compare to another selection check box

in the Reveal Formatting task pane.
Now you can compare the formatting of the selected
text to other text in the document. Notice that when
the text is compared to itself, there are no formatting
differences.
6. Click or select the text to compare to the previously

selected text.
The formatting differences between the two instances
are displayed in the Reveal Formatting task pane.
7. Close the Reveal Formatting task pane and Style

Inspector when you are finished.
Figure 6-13: The Reveal Formatting task pane displays formatting differences
between text selections in the document.

Applying Document Themes  Exercise

Word 2007’s document themes provide a consistent and
professional look for your documents. Each document • Exercise: Apply the ―Opulent‖ document theme. Apply
the ―Metro‖ theme font.
theme consists of three design elements:
 Theme Colors: A set of eight coordinated colors
used in formatting text and objects in the document.
 Theme Fonts: A set of coordinated heading and body
font types.
 Theme Effects: A set of coordinated formatting
properties for shapes and objects.
Tips
 Document themes work best when saved in .docx
files. They may not appear correctly in .doc format.
Apply a document theme

Applying a document theme affects all elements of the
document: colors, fonts, and effects.

the Themes button in the Themes group.
A list of built-in document themes appears. The
default theme is ―Office,‖ which is highlighted in
orange.
Tip: If the theme you want to use doesn’t appear
in the list, you may browse for additional themes Figure 6-14: The built-in list of Document Themes in Word
on Office Online by clicking Search Office coordinates colors, fonts, and shape effects.
Online. Or, if a theme is saved elsewhere on your
computer or network location, click Browse for
Themes to go to the theme’s location.
2. Select the document theme you want to apply.

The formatting associated with the document theme
is applied to the document.
Customize a document theme

You are not bound to the colors, fonts, or effects that are
assigned to a document theme. You may mix and match
theme colors, theme fonts, and theme effects.
1. Click the Page Layout tab on the Ribbon.
2. Click the Theme Colors, Theme Fonts, or Theme

Effects button in the Themes group and select the
colors, fonts, or effects you want to use.
The change is applied to the document. The
document theme isn’t changed, but it is no longer
applied.

Creating New Theme Colors  Exercise

and Fonts
• Exercise: Create a new theme color named ―Acadia‖.
You will probably be able to find a document theme that
suits your needs among Word’s built-in options. However,
you can also create your own customized theme colors
and fonts.

the Theme Colors or Theme Fonts button in the
Themes group.
2. Select Create New Theme Colors or Create New

Theme Fonts from the list.
A dialog box appears where you can select the colors
and fonts you want to use.
3. Select the colors and fonts you want to use.
4. Type a name for the new color theme in the ―Name‖

text box.
If you want to coordinate new theme colors and
fonts, save them under the same name, just as they Figure 6-15: Creating a new theme color.
are with built-in themes.
5. Click Save.
If you want to use the new colors and fonts together,
save them under the same name so that it is easy to
identify that they go together.
Tips
 You can’t create your own theme effects. You can
only create your own theme colors and fonts.
 To remove a custom theme color or font, click the
Theme Color or Theme Font button. Right-click the
option you want to delete and select Delete. Click
Yes to confirm the deletion.
 To edit a custom theme color or font, click the
Theme Color or Theme Font button. Right-click the
theme color or font and select Edit.
Figure 6-16: Theme elements that you have created

appear in a special Custom section at the top of the list.

Save a New Document Theme  Exercise

You can use theme fonts or colors that you have created to
create an entire document theme. For example, you could • Exercise: Apply the custom Acadia theme color to the
document. Apply the Foundry theme font and save a new
create a document theme that uses specific colors and
document theme named ―Acadia‖.
fonts for your organization.
You can save any combination of theme colors, theme
fonts, and theme effects as a new document theme.
1. Apply the theme colors, fonts, and effects you want

to use in the new document theme to the document.
This can be a combination of items you have created,
and built-in items.

the Themes button in the Themes group.
A list of built-in themes appears.
3. Select Save Current Theme.

The Save Current Theme dialog box appears.
When you give the new document theme a name, use
a naming scheme similar to other items, such as the
theme colors or fonts, so that it is easy to identify that
they go together.
4. Name the theme and click the Save button. Figure 6-17: You can save your combination of theme
colors, fonts, and effects as a new document theme.
The document theme is now available under the
Themes button in the Themes group.
Tips
 When you save a new document theme, it becomes
available in all Office programs.
 To remove a custom document theme, click the
Themes button. Right-click the custom theme and
select Delete. Click Yes to confirm the deletion.

Working with Shapes and Pictures
Inserting Clip Art  Exercise

• Exercise File: AmericanHistory7-1.docx
Microsoft Office comes equipped with thousands of
pictures and graphics called clip art that you can use to • Exercise: Navigate to Page 6. Open the Clip Art task pane
and search for images of a lighthouse. Click the first image
make your documents more visually attractive.
to insert it into the document.
1. Click the Insert tab on the Ribbon and click the Clip
Art button in the Illustrations group.
The Clip Art task pane appears.
Trap: Depending on how Word is installed and
configured on your computer, an error message Type what you’re
may appear, informing you that the clip art feature looking for here.
has not been installed. Try inserting the Office Choose the collections in
which you want to search for
2007 CD-ROM and/or reinstalling the Word clip art (offline, Web, etc.)
program altogether. Select the type of clip art you
want to use.
2. Type the name of what you’re looking for in the
―Search for‖ text box.
3. Click the Search in list arrow to select which Scroll through search results
collections you want to search in. and select the file you want
to use here.
There are four options listed here:
 Everywhere: Searches all three of the collections
listed below.
 My Collections: Searches your hard disk for clip
art files stored on your computer. Use these links for help in
finding the image that’s right
 Office Collections: Searches for clip art files for your document.
stored within the Word program.
 Web Collections: Searches Microsoft Office Figure 7-1: Search for clip art in the Clip Art task pane.
Online for clip art files available on the Web.
4. Click the Results should be list arrow and select the

type(s) of clip art that you want Word to search for.
5. Click the Go button.
6. Scroll through the graphics until you find one that

you like.
7. Click the graphic that you want to insert.

The graphic is inserted into the document as an inline
image.
Tips
 If you don’t want the graphic to appear inline with
text, you’ll need to adjust its text wrapping. See the
Positioning Objects lesson for more information.
 A little star in the bottom-right corner of a graphic
indicates animation.

Inserting Pictures and  Exercise

• Exercise File: AmericanHistory7-2.docx, Philadelphia.jpg
Graphics Files
• Exercise: Navigate to Page 4 and insert the
In addition to inserting clip art into a document, you can Philadelphia.jpg image located in the Practice folder.
also insert pictures or graphics that you have on file—
such as pictures uploaded from a digital camera or
graphics created in another program.
Table 7-1: Supported Graphics File Formats
Picture button in the Illustrations group. Graphics Interchange Format .gif, .gfa
JPEG File Format .jpeg, .jpg, .jfif, .jpe
The Insert Picture dialog box appears.
Microsoft Windows Bitmap .bmp, .rle, .dib
2. Navigate to the file you want to insert. Portable Network Graphics .png
Tagged Image File Format .tiff
3. Click the name of the file that you want to insert and
click Insert. Microsoft Windows Metafile .emf, .wmf
The picture is inserted into the document as an inline Computer Graphics Metafile .cgm
image, and the Format contextual tab appears on the
Ribbon under Picture Tools.
Tips
 If you don’t want the picture to appear inline with
text, you’ll need to adjust its text wrapping. See the
Positioning Objects lesson for information on how to
do this.
 To insert more than one picture or graphics file at a
time, press and hold down the <Ctrl> key as you
click each file in the Insert Picture dialog box.
Figure 7-2: When a graphic is inserted, the Format contextual tab appears on the Ribbon by default. These commands
allow you to work with and format the selected picture.

Positioning Pictures  Exercise

Whenever you insert a graphic into a document, it is
inserted inline with text by default. This means that the • Exercise: Navigate to Page 4 and change the text
wrapping style of the Philadelphia image to ―In Front of
text in the document moves in order to accommodate the
Text.‖ Navigate to Page 6 and change the text wrapping
graphic. This lesson will show you how to adjust text style of the lighthouse image to ―Tight‖. Display the grid,
wrapping and how to use the grid to position objects. then turn off the Snap to Grid feature. Hide the grid.
Tips
 If you want to use a graphic with other graphics or
objects, they must be on a drawing canvas. See the Table 7-2: Text Wrapping Styles
lesson on Inserting Shapes for more information.
This places the object at the insertion
In Line
Adjust text wrapping point in a line of text in the document.
with
The object remains on the same layer as
To adjust how text reacts to the objects in your Text
the text. This is the default setting.
documents, change the object’s text wrapping. Wraps text around all sides of the square
Square
bounding box for the selected object.
1. Double-click the object whose text wrapping you
Wraps text tightly around the edges of the
wish to adjust. Tight actual image (instead of wrapping around
The Format contextual tab appears on the Ribbon. the object's bounding box).
This removes text wrapping and puts the

2. Click the Text Wrapping button in the Arrange Behind
object behind text in the document. The
group. Text
object floats on its own layer.
A list of text wrapping styles appears. Take a look at This removes text wrapping and places
the Text Wrapping Styles table for a description of In Front the object in front of text in the
each style. of Text document. The object floats on its own
layer.
3. Select a text wrapping style from the list. Wraps text around the top and bottom of
Top and
The text wrapping style is applied to the image. the object, leaving the area to the right
Bottom
and left of the object clear.
Other Ways to Adjust Text Wrapping:
Similar to the Tight option, this option
Right-click the image, point to Text Wrapping in Through
wraps text throughout the image.
the contextual menu, and select an option from the
submenu.
To display/hide the grid

Just like the graph paper you used to use in geometry
class, the grid consists of horizontal and vertical lines that
help you draw and position objects.
1. Click the View tab on the Ribbon.
2. Click the Gridlines check box in the Show/Hide

group.
Horizontal and vertical gridlines appear on the page.
Other Ways to Display the Grid:
Click the Format contextual tab on the Ribbon,
click the Align button in the Arrange group, and
select View Gridlines from the list. Figure 7-3: The page with the grid displayed.
Tip: Gridlines do NOT appear in the printed
document.

Adjust grid settings

To adjust grid settings, such as how much space appears
between gridlines, open the Drawing Grid dialog box.
1. Click the Format contextual tab on the Ribbon.

Tip: If the Format contextual tab isn’t displayed
on the Ribbon, double-click an object in the
document to display it.
2. Click the Align button in the Arrange group and

select Grid Settings from the menu.
The Drawing Grid dialog box appears.
3. Make your adjustments and click OK when you’re

finished.
Turn on/off the Snap to Grid feature

Figure 7-4: Adjust grid settings in the Drawing Grid dialog
The Snap to Grid feature causes objects to ―snap‖ to the
box.
nearest gridline when you move them around in your
documents. This can be convenient or extremely
inconvenient depending on your personal preferences.
The Snap to Grid feature is turned on by default in Word
2007, but you can easily turn it off if you decide you don’t
like it. Turning off this feature allows you to position
objects with greater precision.
1. Click the Format contextual tab on the Ribbon.

Tip: If the Format contextual tab isn’t displayed
on the Ribbon, double-click an object in the
document to display it.
2. Click the Align button in the Arrange group and

select Grid Settings from the menu.
The Drawing Grid dialog box appears.
3. Click the Snap objects to grid check box.

Tip: To set this as the default setting, click Set as
Default in the Grid and Guides dialog box.
4. Click OK.

Formatting Pictures  Exercise

Word comes with several features that allow you to alter a
picture or graphics file once it has been inserted. • Exercise: Navigate to Page 4 and change the color of the
Philadelphia image to grayscale. Then, apply the Rotated,
White picture style to the image. Navigate to Page 6 and
Crop a picture or graphic apply a glow effect to the lighthouse image.
When you crop a picture or graphic, you trim its
horizontal and vertical sides. Cropping is useful when you Select the picture you want to crop. Then
Click the Crop button on the Ribbon.
only want to include a portion of a picture or graphic.
1. Double-click the picture or graphic that you want to

crop.
1. Cropping handles appear around the
The Format contextual tab appears on the Ribbon picture.
2. Click the Crop button in the Size group.
3. Click and drag the picture or graphic’s cropping

handles.
Word crops the picture or graphic.
2. Click and drag a cropping handle to trim
Tip: To crop all four sides of a picture or graphic the picture.
at once while maintaining the graphic’s
proportions, press and hold down the <Ctrl> key
as you drag.
4. When you’re finished cropping a picture or graphic,

click the Crop button in the Size group once again to
turn off the cropping tool.
3. To apply the crop, release the cropping
Recolor a picture or graphic handle and click the Crop button on the
Ribbon.
You can also change the color of a picture or graphic.

recolor.
The Format contextual tab appears on the Ribbon
Figure 7-5: The process of cropping an image.
2. Click the Recolor button in the Adjust group.
A gallery of color options appears.
3. Select a color option from the gallery.

The color of the picture or graphic is changed
accordingly.
Figure 7-6: The recolor command adds a colorful hue to

pictures.

Change the visual style of a picture or

graphic
Changing the visual style of a picture or graphic doesn’t
alter the picture or graphic itself, just how it appears on
the page.

adjust.
2. Select a style from the Picture Styles group.

Tip: To view all the available styles, click the Figure 7-7: Visual styles can add a lot of character to
More button ( ) in the Picture Styles group to pictures.
view the Picture Styles gallery.
The style is applied to the picture or graphic.
Apply special effects

Table 7-3: Special Effects
Word 2007 comes equipped with a variety of new special
effects that you can apply to pictures, including reflection,
glow, and bevel.
1. Double-click the picture that you want to apply

special effects to.
under Picture Tools. Original Shadow
2. Click the Picture Effects button in the Picture Styles

group.
A menu of different types of effects appears.
3. Point to the type of effect that you want to use, then

select an option from the submenu.
Preset
The special effect is applied to the picture. Reflection
Tip: As you point to different effects in the

submenu, the selected picture changes to show
you how it will look with the effect applied.
Glow Soft Edges
Bevel 3D Rotation

Inserting Shapes  Exercise

Word 2007 comes with an extensive set of ready-made
shapes, called AutoShapes that you can use to easily draw • Exercise: Navigate to Page 3. Create a new drawing
canvas that floats in front of text and paste the Statue of
shapes on your documents. The Shapes gallery contains
Liberty image into it. Draw a 16-point star over the Statue
over a hundred common shapes and lines, such as stars, of Liberty image on the drawing canvas. Then, condense the
arrows, and speech balloons. shape by dragging its adjustment handle downward.
Insert a drawing canvas

Begin by inserting a drawing canvas in your document.
The drawing canvas helps you arrange and work with
multiple pictures and shapes. If you are inserting a single
shape you probably don’t need the drawing canvas, but
it’s essential if you want to put several shapes together.

Shapes button in the Illustrations group.
2. Select New Drawing Canvas from the list.

The drawing canvas is inserted in the document.
By default, the drawing canvas doesn’t have a border
or background, but you can resize and format it like
any other drawing object.
3. Draw shapes and insert pictures and graphics into the

drawing canvas. Figure 7-8: After inserting a drawing canvas, you may
have to format it so it fits into the document they way you
Tips would like.
 You can change the positioning of a drawing canvas
as you would a graphic. See the lesson Positioning Table 7-4: AutoShape Categories
Pictures for more information.
Lines Straight lines, curved lines, scribbled
lines, arrows, and free form drawing
Draw a shape shapes.
To insert a shape into a document, draw it. Basic Shapes Squares, rectangles, triangles, circles,
pentagons, and more.
Shapes button in the Illustrations group. Block Arrows Arrows that point up, down, left, and
right.
The AutoShapes gallery appears.
Flowchart Basic shapes used to create flowcharts.
2. Click the shape you want to insert. Callouts Text box shapes that point to and
describe something.
The arrow pointer changes to a crosshair.
Stars and Banners Shapes that boldly announce
3. Click and drag on the page or drawing canvas until something.
the shape reaches the desired size.
Tip: To draw a straight line, perfect square or
circle, or to constrain the dimensions of other
shapes, press and hold down the <Shift> key as Figure 7-9: Click and drag
you drag. to create an AutoShape.
4. Release the mouse button.

The shape is inserted and the Format contextual tab
appears on the Ribbon under Drawing Tools.

Adjust a shape
You can adjust the most prominent feature of a shape—
such as the point on an arrow or the spikes on a star—by
using its adjustment handle.
1. Click the shape you want to adjust.
2. Click and drag the shape’s adjustment handle ( ),

and release the mouse button when you’re finished.
The shape is adjusted.
Add text to a shape

Adding text to a shape is extremely easy.
1. Right-click the shape you want to add text to and

select Add Text from the contextual menu. Figure 7-10: Click and drag the adjustment handle to
change the AutoShape.
An insertion point appears inside the shape,
indicating you can add text.
2. Type your text.
Figure 7-11: Add text to an AutoShape by selecting the

Add Text command from the contextual menu.

Formatting Shapes  Exercise

The first thing you’ll probably want to do after inserting a
shape is change it’s fill and outline color. This lesson will • Exercise: Navigate to Page 3 and apply a yellow fill color
to the star shape. Then apply a thick, orange outline color to
show you how to format a shape.
the shape.
Change the fill color of a shape

Table 7-5: The Shape Fill Menu
You can add, adjust, or remove the fill color of the shapes
you create in Word. Theme Select a fill color from the
Colors colors in the current theme.
1. Double-click the shape whose fill color you wish to
change. Standard Select a fill color from one
Colors of the 10 standard colors.
under Drawing Tools. No Fill Removes the fill color.
2. Click the Shape Fill button list arrow in the Shape

Styles group. More Fill Select a fill color from one
Colors of the thousands of colors in
The Shape Fill menu appears. You have several the Colors dialog box.
options to choose from here, as shown in The Shape
Picture Fills the shape with a graphic
Fill Menu table.
you have on file.
3. Select an option from the menu. Gradient Color gradually changes

Other Ways to Change the Fill Color of a from one color to another.
Shape:
Texture Fills the shape with a texture.
Right-click the shape and select Format
AutoShape from the contextual menu. Click the
Fill tab, select your options, and click Close when Pattern Fills the shape with a pattern.
you’re finished.
Change the outline of a shape

You can add an outline to shapes or adjust or remove an
existing outline.
Table 7-6: The Shape Outline Menu
1. Double-click the shape whose outline you wish to Theme Select an outline color from
change. Colors the colors in the current
theme.
under Drawing Tools. Standard Select an outline color from
Colors one of the 10 standard
2. Click the Shape Outline button in the Shape Styles colors.
group.
No Removes the outline.
The Shape Outline menu appears. You have several Outline
options to choose from here as shown in The Shape
Outline Menu table. More Select an outline color from
Outline one of the thousands of
Colors colors in the Colors dialog
3. Select an option from the menu. box.
Other Ways to Change the Outline of a Shape: Weight Changes the thickness of an
Right-click the shape and select Format Shape outline.
from the contextual menu. Click the Line tab,
select your options, and click Close when you’re Dashes Changes the look of the
finished. outline.

Change the visual style of a shape

Changing the visual style of a shape is an easy way to
spice up its appearance. A visual style is a set of different
formatting commands that can be applied to a shape in
one single step.
1. Double-click the shape that you want to change.

under Drawing Tools.
2. Select a style from the Shape Styles group.

Tip: To view all the available styles, click the
More button ( ) in the Shape Styles group to
display the Styles gallery.
The visual style is applied to the shape.
Other Ways to Change the Visual Style of a
Shape:
Click the Home tab on the Ribbon, click the
Quick Styles button in the Drawing group, and
select a style from the gallery.
Tips
 The colors of the Shape Style options change with the Figure 7-12: The colors available in the Shape Style
gallery change with the Theme Color.
Document Theme and/or Theme Color.

Applying Special Effects to  Exercise

Shapes
• Exercise: Navigate to Page 5 and apply a shadow effect to
You can apply special effects to the shapes you create in the first rectangle shape. Apply a 3-D effect to the second
Word, including shadow and 3-D rotation. rectangle shape.
Apply a shadow
Applying a shadow to a shape gives it a sense of depth by
making it appear as though it is casting a shadow.
1. Double-click the shape that you want to apply a

shadow to.
2. Click the Shadow Effects button in the Shadow

Effects group.
The Shadow Effects gallery appears. Figure 7-13: The Spanish and Mexican boxes display the
shadow and 3D effects on AutoShapes.
3. Select the shadow effect you want to use.
The shadow effect is applied to the shape.
Tip: As you point to different effects in the
submenu, the selected shape changes to show you
how it will look with the effect applied.
Change the appearance of a shadow

You can also change the appearance of a shadow, such as
the length of the shadow and the angle at which it falls.
1. Double-click the shape whose shadow you wish to

adjust.
2. Click the appropriate Nudge button(s) in the Shadow

Effects group.
The shadow is adjusted.
Apply a 3-D effect

You can also apply 3-D effects to the shapes in your
documents.
Figure 7-14: After choosing a shadow effect, you can
1. Double-click the shape that you want to apply a 3-D change its appearance in the Shadow Effects group on the
effect to. Ribbon.


2. Click the 3-D Effects button in the 3-D Effects

group.
The 3-D Effects gallery appears.
3. Select the 3-D effect you want to use.

The 3-D effect is applied to the shape.
Adjust a 3-D effect

You can also change the perspective and depth of any 3-D
effect.
1. Double-click the shape you wish to adjust.

2. Click the 3-D Effects button in the 3-D Effects

group.
The 3-D Effects gallery appears. Notice a menu at the
bottom of the gallery, representing the different ways
in which a 3-D effect can be adjusted.
3. Point to the attribute you wish to adjust and select an

option from the submenu.
The 3-D effect is adjusted.
Other Ways to Adjust a 3-D Effect: Figure 7-15: After choosing a 3-D effect, you can change
Double-click the shape you wish to adjust and its appearance in the 3-D Effects group on the Ribbon.
click the appropriate Tilt button(s) in the 3-D
Effects group.

Inserting a Text Box  Exercise

A text box is a special type of drawing object that lets you
insert and position text anywhere in a document. • Exercise: Navigate to Page 7 and draw a text box
underneath the Judicial image (the courthouse image on the
right). Type ―Judicial‖ in the text box, center the text, and
Insert a built-in text box remove the text box border.
1. Click the Insert tab on the Ribbon and click the Text
Box button in the Text group.
A list of built-in text box options appears.
2. Select a built-in text box to insert in the document.
Create a text box

You don’t have to use one of Word’s built-in headers or
footers: you can create your own.
1. Click the Insert tab on the Ribbon and click the Text
Box button in the Text group.
2. Select Draw Text Box from the list.

The arrow pointer changes to a crosshair, indicating Figure 7-16: This is an example of a built-in text box.
you can draw the text box.
3. Click and drag on the page, until the text box reaches
the desired size. Figure 7-17: Click and
drag to create the text box.
4. Click in the text box and type your text. Then enter text in the text
box and format as
necessary.
Link text boxes
Linking text boxes allows text to flow between them. For
example, you could make the text of an article flow
through several text boxes.
1. Enter text into a text box and select the text box.
In order to link the text box to a new one, there has to
be more text in the text box than can be shown.
2. Under Text Box Tools, click the Format tab and click
the Create Link button in the Text group.
The cursor changes into a pitcher full of letters . 1. Click the Create Link button when the text box with
overflow text is selected. Place the pitcher full of letters
The pitcher will change to indicate it is ready to
over the empty text box.
―pour‖ text into a text box.
3. Place the pitcher over an empty text box and click.
Tips
 Formatting a text box is similar to formatting a shape. 2. The text boxes are linked and the text flows between them.
You can also format the text in a text box just as you
would any other text.
Figure 7-18: Linking text boxes.

Resize, Move, Copy and  Exercise

Delete Objects
• Exercise: Navigate to Page 2 and enlarge the Mt.
More often than not, the objects that you insert into your Rushmore image so that it is twice its original size. Then,
documents will need to be modified in order to coincide navigate to Page 5 and make a duplicate of the cowboy hat
with the other elements in a document. This lesson will image. Delete the duplicate image.
show you how to resize, move, copy, and delete the
shapes and graphics in your documents.
Resize an object
Make an object larger or smaller by resizing it.
1. Click the object to select it.

Sizing handles appear around the object once it is
selected. You can use these sizing handles to change
the size and proportions of the selected object.
2. Click and drag one of the object’s sizing handles.

Tip: To maintain the object’s proportions while
resizing, hold down the <Shift> key as you drag.
Move an object
By simply clicking and dragging with the mouse, you can
move an object to a new location on the page.
1. Click and drag the object to a new location.
2. Release the mouse button when the object is

positioned where you want it. Figure 7-19: To resize an object, click one of its sizing
handles and drag to the new size.
Copy an object
You can also copy an object by clicking and dragging—
simply press and hold the <Ctrl> key as you drag.
1. Click the object to select it.
2. Press and hold down the <Ctrl> key, and click and
drag the object to a new location.
3. Release the mouse button, and then release the <Ctrl>

key.
Delete an object
If you decide you don’t want an object, delete it.
 Select the object that you want to delete and press the
<Delete> key.
The object is removed from the document.

Aligning, Distributing, and  Exercise

Grouping Objects
• Exercise: Navigate to Page 7 and bottom align the
Documents that have objects scattered randomly about Legislative, Executive, and Judicial images. Distribute the
them look terrible. This lesson will show you how to use images horizontally. Then, group the images.
the Align, Distribute, and Group commands to organize
the objects in your documents.
Tips
 The drawing canvas is recommended when aligning,
distributing, and grouping objects. If the objects are
not in a drawing canvas, you may not be able to
select them.
Select multiple objects

Before you can work with multiple objects, you must
select them.
 Press and hold down the <Shift> or <Ctrl> key as Figure 7-20: When multiple objects are selected, they can
you click each object that you want to select. all be aligned, distributed or grouped.
Other Ways to Select Multiple Objects:
Click the Home tab on the Ribbon, click the
Select button in the Editing group, and select
Select Objects from the list. Then, use the arrow
pointer to draw a box around the objects that you
want to select.
Align objects
The Align command aligns objects relative to one another.
1. Select the objects that you want to align.
2. Click the Format contextual tab on the Ribbon and

click the Align button in the Arrange group.
Figure 7-21: The selected objects are aligned so that the
A menu of alignment options appears. bottom edges are even.
3. Select an alignment option from the menu.

The selected objects are aligned accordingly.
Distribute objects
The Distribute command spaces objects evenly.
1. Select the objects that you want to distribute.
2. Click the Format contextual tab on the Ribbon and

click the Align button in the Arrange group.
You can distribute objects vertically or horizontally.
3. Select a distribution option from the menu.

Figure 7-22: The selected images are distributed horizontally.
The selected objects are distributed accordingly.

Group objects
It is often easier to work with a single object than it is to
work with several smaller objects. A group is a collection
of objects that Word treats as a single object.
1. Select the objects that you want to group and click

the Format contextual tab on the Ribbon.
Figure 7-23: Grouped objects are treated as a single
2. Click the Group button in the Arrange group, and object.
select Group from the menu.
Other Ways to Group Objects:
Select the objects that you want to group. Then,
right-click one of the selected objects, point to
Grouping in the contextual menu, and select
Group.
Ungroup objects
If you need to make changes to an object that is part of a
group, you’ll need to ungroup the objects first.
Figure 7-24: Right-click a group of selected objects or a
1. Select the group of objects that you want to ungroup grouped object to work with group commands.
and click the Format contextual tab on the Ribbon.
2. Click the Group button in the Arrange group, and

select Ungroup from the menu.
The selected objects are ungrouped. Now you can
work with each object individually.
Other Ways to Ungroup Objects:
Right-click the group, point to Grouping in the
contextual menu, and select Ungroup from the
submenu.

Flipping and Rotating Objects  Exercise

Flip an object • Exercise: Navigate to Page 5 and flip the upward-pointing
arrow shape so that it faces downward. Then, rotate the
Word allows you to flip an object horizontally or second arrow shape so that it faces downward.
vertically.
1. Double-click the object that you want to flip.
The Format contextual tab appears on the Ribbon.
2. Click the Rotate button in the Arrange group.
Table 7-7: Flip and Rotate Commands
3. Select Flip Vertical or Flip Horizontal from the
menu.
The object is flipped accordingly.
Original Picture
Rotate an object
Free Rotate
When you rotate an object, you turn it around its center.
You can rotate objects in 90-degree increments or you can
use the rotation handle to rotate an object manually.
1. Select the object that you want to rotate.
A green rotation handle ( ) appears. Rotate Left Rotate Right
2. Click and drag the object’s rotation handle.
Word rotates the selected object.
Other Ways to Rotate an Object: Flip Horizontal Flip Vertical
Double-click the object that you want to rotate,
click the Rotate button in the Arrange group and
select Rotate Right 90° or Rotate Left 90° from
the menu.
Rotate an object with greater precision

Using an object’s rotation handle is the fastest and easiest
way to rotate an object, but you can rotate an object with
greater precision using a dialog box.
1. Double-click the object that you want to rotate.
2. Click the Rotate button in the Arrange group and
select More Rotation Options from the menu.
A dialog box appears, offering rotation options
relative to the type of object that is selected.
3. In the Rotation box, enter the number of degrees that
you want to rotate the object.
4. Click OK to close the dialog box.

Figure 7-25: The Format AutoShape dialog box.
The object is rotated accordingly.

Layering Objects  Exercise

How can you make sure one object on a page appears in
front or in back of another object? Word solves this • Exercise: Navigate to Page 3 and move the star shape
behind the Statue of Liberty.
problem by layering objects, like a stack of papers.
There are four layering commands in Microsoft Word:
 Bring to Front: Places the selected object on the
very top layer of the page. All other objects will
appear behind the selected object.
 Send to Back: Places the selected object on the very
bottom layer of the page. All other objects will
appear in front of the selected object.
 Bring Forward: Brings the selected object up one
layer.
 Send Backward: Sends the selected object down one
layer.
Tips
 By default, the first object that you insert in a
document is assigned to the bottom layer of the page.
Each object that you insert thereafter is assigned one
level above, and so on. The final object that you
insert will appear on the topmost layer.
1. Double-click the object that you want to layer.

2. Click the Bring to Front or Send to Back button in

the Arrange group, or click the Bring to Front or
Send to Back button list arrow and select an option
from the list.
Figure 7-26: Layering allows you to stack objects on top
The object is layered accordingly. of each other.
Other Ways to Layer an Object:

Right-click the object that you want to layer, point
to Bring to Front or Send to Back in the
contextual menu, and select an option from the 3
submenu. 2 Layered objects, as
they appear onscreen.
3 Layered objects are

2 simply stacked on top
1 of one another, like
sheets of paper.
Figure 7-27: Layered objects.

Working with Tables
Creating a Table  Exercise

Tables are very useful tools in creating and formatting
documents. For example, with a table you can: • Exercise: Open a new Word document and insert a table
that is three columns wide by four rows tall.
 Align Text, Numbers, and Graphics: Tables make it
easy to align text, numbers, and graphics in columns
and rows. Many users prefer using tables to align text
instead of tab stops, because text can wrap to
multiple lines in a table.
 Create a Form: You can use tables to store lists of
telephone numbers, clients, and employee rosters.
 Share Information: You can use tables to share
information between programs. For example, you can
copy and paste a table’s information into a Microsoft
Excel worksheet or Access database.
 Create a Publication: Tables make it easier to create
calendars, brochures, business cards, and many other
publications.
Insert a table
To create a table, you must first specify how many
Figure 8-1: Inserting a table.
columns (which run up and down) and rows (which run
left to right) you want to appear in your table. Cells are
small, rectangular-shaped boxes where the rows and
columns intersect. The number of columns and rows
determines the number of cells in a table. If you don’t
know how many columns and rows you want in your
table, take an educated guess—you can always add or
delete columns and rows later.

Table button in the Tables group.
A grid appears, representing rows and columns in the
table. As you move the cursor inside the grid, the
number of rows and columns that will appear in the
table is updated at the top of the list. A preview of
how the table will look in the document also appears
as you drag your cursor across the grid.
2. Select the number of columns and rows you want to

create using the new table grid.
The table is inserted with the number of columns and
rows you selected.
Other Ways to Insert a Table:
Click the Insert tab on the Ribbon and click the
Table button in the Tables group. Select Insert
Table from the list and select the number of
columns and rows you want to use in the Insert
Table dialog box. Click OK.
138
Working with Tables
Working with a Table  Exercise

• Exercise File: SalesReps8-1.docx
In order to work with a table, you need to learn a few
basic skills: how to move the insertion point between • Exercise: Practice moving the cursor around within the
table cells. Enter the following text in the three cells of the
cells, how to enter or edit table data, and how to select
first row: Last, First, Sales. In the second row, enter: Jones,
items. Marvin, 1200. In the third row, enter: McKenzie, Shandra,
1400. Select the third row.
Move between cells
There are several ways to move between cells in a table:
 Click in a cell with the mouse.
 Use the up, down, left, and right arrow keys.
 Press <Tab> to move forward one field or cell, and
press <Shift> + <Tab> to move back one field or
cell.
Enter or edit information in a table

Figure 8-2: The Table group.
1. Click a cell in the table.
The insertion point appears in the cell.
2. Enter or edit text or numerical data, as desired.
If you enter more text than fits in a cell, the cell
height expands automatically to hold it.
Select cells, rows, columns, and tables

Just like other elements in Word, you have to select the
parts of a table in order to work with them.
Figure 8-3: A table with the first row selected.
1. Position the insertion point in the cell, row or column
you want to select.
Move handle
2. Under Table Tools on the Ribbon, click the Layout
tab and click the Select button in the Table group.
3. Choose the table item you want to select: Cell,

Column, Row or Table.
Other Ways to Select:
Figure 8-4: A table that is entirely selected.
Cells: Click the left edge of the cell.
Multiple Cells: Drag across the cell, row, or
column. Or select a single cell, row, or column
and hold down the <Shift> key while you click
another cell, row, or column.
Row: Click to the left of the row (outside of the
table).
Column: Click the column's top border (the
pointer will change).
Table: Click the move handle next to the table
(must be in Print Layout view).

Working with Tables
Resizing and Moving a Table  Exercise

You can quickly and easily resize or move a table in
Word. • Exercise: Resize the table so that it is about five inches
wide by one inch tall (use Word’s rulers as a guide). Move
the table down about one inch.
Resize a table
You can resize a table by using the mouse.
1. Make sure you are in Print Layout view.

2. Click anywhere inside the table, if necessary.
The table’s resize handle appears in the lower right-
hand corner of the table.
3. Click and drag the table’s resize handle until the Figure 8-5: Resizing a table. Resize handle
table is the desired size.
As you resize the table, a dotted outline appears to
show you the new outline of the table.
Move handle
Move a table
Moving a table is very similar to resizing it.
1. Make sure you are in Print Layout view.
2. Click anywhere inside the table, if necessary.

The table’s move handle appears in the upper left- Figure 8-6: Moving a table.
hand corner of the table.
3. Click and drag the table’s move handle to a new

location on the page.
As you move the table, a dotted outline appears to
show you the new location of the table.
140
Working with Tables
Adjusting Table Alignment and  Exercise

Text Wrapping
• Exercise: Align the table in the center of the page.
In the Table Properties dialog box, you can adjust the
alignment of a table within the document, as well as the
way document text wraps around a table.
1. Select the table.

tab and click the Properties button in the Table
group.
The Table Properties dialog box appears.
Tip: Click the Options, Positioning, or Borders
and Shading buttons for even more detailed table
options.
3. Select the Table tab if it isn’t already selected.

Here you can adjust table alignment within the
document—select from Left, Center, or Right
alignment—as well as whether or not you want the
document text to wrap around the table.
4. Select an Alignment or Text wrapping option and

click OK.
The table alignment or text wrapping is adjusted. Figure 8-7: The Table Properties dialog box.
Trap: If your table is as wide as the page, or if

you don’t have any text in the surrounding
document, you won’t notice any difference
between the alignment or text wrapping options,
respectively.
Tip: The Table Properties dialog box also
includes tabs for Row, Column, and Cell
properties. Here you can adjust row and column
size, as well as individual cell size and alignment
of cell contents.

Working with Tables
Working with Cell Formatting  Exercise

In this lesson, you will learn how to align text
horizontally and vertically in a cell, change text direction, • Exercise: Select the first row and change the text
direction. Then undo the action. Apply Bottom Center
and adjust cell margins.
alignment to the first row of the table. Change the top
default cell margin to 0.05‖ and allow spacing between cells
Align cell contents of 0.03‖.
1. Select the cell(s) containing information you want to

align.
Alignment buttons
The Design and Layout tabs appear under the Table
Tools on the Ribbon.

tab and click an alignment button in the Alignment
group.
Other Ways to Align Cells:
Figure 8-8: The Alignment group.
Select the cell(s), right-click, select Cell
Alignment from the contextual menu and select
an alignment.
Change text direction
1. Select the cell(s).

Figure 8-9: Changing text direction.
tab and click the Text Direction button in the
Alignment group.
The text direction for the selected cell(s) changes.
3. Click the Text Direction button again to cycle

through available directions.
Other Ways to Change Text Direction:
Select the cell(s), right-click and select Text
Direction from the contextual menu. Select an
orientation from the Text Direction dialog box.
Change cell margins

You can adjust how much space appears between a cell’s
contents and its borders by adjusting cell margins.
1. Click anywhere inside the table.

Figure 8-10: Changing table cell margins using the Table
2. Under Table Tools on the Ribbon, click the Layout Options dialog box.
tab and click the Cell Margins button in the
Alignment group.
The Table Options dialog box appears.
142
Working with Tables
3. Adjust the cell margins and click OK.

Not only can you change the distance from the cell
contents to the cell borders, but you can also separate
individual cells from other cells in the table by
adjusting the Default cell spacing area of the dialog
box.
Tip: Adjusting cell margins changes the margins
of the current table and all subsequent tables. Your
changes become the default settings for all tables.

Working with Tables
Merging and Splitting Cells  Exercise

and Tables
• Exercise: Split the first cell in the fourth row of the table
You can adjust the number of cells that appear in a table into two cells, then merge the two cells back together. Split
by merging and splitting cells. You can also split a table the table so that the Shandra McKenzie row is the first row
into two tables. of the new table. Undo the split.
Merge cells
The merge cells command combines several smaller cells
into a single larger cell that spans the space that the
previous cells occupied.
1. Select the cells you want to merge.

Figure 8-11: The Merge group.
tab and click the Merge Cells button in the Merge
group.
Other Ways to Merge Cells:
Select the cells you want to merge, then right-
click and select Merge Cells from the contextual
menu.
Split a cell
Cells can also be broken up into several smaller cells by
using the Split Cells command.
1. Select the cell you want to split.

tab and click the Split Cells button in the Merge
group.
Other Ways to Split a Cell:
Select the cell you want to split, then right-click Figure 8-12: The Split Cells dialog box.
and select Split Cells from the contextual menu.
3. Specify how you want to split the cell in the Split

Cells dialog box and click OK.
Split a table
You can also split a table into two separate tables.
1. Select the table row where you want to split the table.
The row you select will become the first row of the
new table.
144
Working with Tables
2. Under Table Tools on the Ribbon, click the Layout Before

tab and click the Split Table button in the Merge
group.
The table is split into two tables. If the new table
overlaps or obstructs the original table, you may need
to move the tables in order to view them.
After
Figure 8-13: Before and after splitting a table.

Working with Tables
Inserting and Deleting Rows  Exercise

and Columns
• Exercise: Insert a row between the first and second rows,
In this lesson, you will learn how to delete entire columns then delete the row.
and rows and how to insert new columns and rows. You’ll
also learn how you can repeat the header row on tables
that span multiple pages.
Insert a row
1. Place your insertion point in the row that is above or

below where you want to insert the new row.

tab and click the Insert Above or Insert Below
button in the Rows & Columns group.
Other Ways to Insert a Row: Figure 8-14: The Rows & Columns group.
Place the insertion point in the bottom-right cell
of the table and press <Tab> to insert a new row
at the bottom of the table. Or, right-click a row,
point to Insert, and select Insert Rows Above or
Insert Rows Below from the contextual menu.
Insert a column
1. Place your insertion point in the table in the column

that is left or right of where you want to insert the
new column.

tab and click the Insert Left button or the Insert
Right button in the Rows & Columns group.
Other Ways to Insert a Column:
Right-click and point to Insert and select Insert
Columns to the Left or Insert Columns to the
Right from the contextual menu.
Delete a row or column
1. Select the column(s) or row(s) you want to delete.

tab and click the Delete button in the Rows &
Columns group.
3. Select Delete Rows or Delete Columns from the list.

Other Ways to Delete Rows or Columns:
Select the row(s) or column(s), right-click and
select Delete Rows or Delete Columns.
Tip: You can also delete individual cells in a
table. Select the cell(s) you want to delete and
146
Working with Tables
click the Delete button in the Rows & Columns

group. Select Delete Cells and click OK.
Repeat header rows

If you have a table that extends across several pages, you
can repeat the header row at the top of each page of the
table.
1. Select the rows you want to use as headings.
2. Click the Layout tab under Table Tools on the

Ribbon.
Figure 8-15: The Data group.
3. Click the Repeat Header Rows button in the Data
group.
Tip: You can also keep a table row from breaking
and separating the row’s contents onto two pages.
Right-click the table and select Table Properties
from the contextual menu. On the Row tab of the
Table Properties dialog box, deselect the Allow
row to break across pages option.

Working with Tables
Adjusting Row Height and  Exercise

Column Width
• Exercise: Adjust the third column’s width to 1‖.
When you create a table, all of the rows and columns are
the same size. As you enter information in a table, you
will quickly discover that some of the rows and columns
are not large enough to properly display the information
they contain.
Table Row Height
Adjust row height
You will seldom need to change a row’s height because, Distribute Rows
unless you specify otherwise, rows automatically expand Table Column Distribute Columns
to the tallest cell in the row—the one that contains the Width
most lines of text.
1. Select the row(s).

Figure 8-16: The Cell Size group.
tab.
3. Specify the row height in the Height text box in the

Cell Size group.
Other Ways to Adjust Row Height:
In Print Layout view, click and drag the row’s
bottom border up or down.
Tip: You can distribute selected rows evenly so
they are the same height. Select the rows, click the
Layout tab under Table Tools and click the
Distribute Rows button in the Cell Size group.
Adjust column width
1. Select the column(s).

tab.
3. Specify the column width in the Width text box in the

Cell Size group.
Other Ways to Adjust Column Width:
In Print Layout view, click and drag the column’s
right border to the left or right. Or, double-click
the column’s right border. Or, click the AutoFit
button and select an option to automatically resize
the columns to fit their contents or the size of the
window.
Tip: You can distribute columns evenly so that
they are the same width. Select the columns, click
the Layout tab under Table Tools and click the
Distribute Columns button in the Cell Size
group.
148
Working with Tables
Using Table Drawing Tools  Exercise

In Word, you can draw and modify tables the same way
you would use a pencil to draw a table on a piece of • Exercise: Add a vertical line to the last cell of the first
column so that the cell is split in half, then erase that line.
paper. You may find the table drawing tools to be
Then erase the vertical line in the fourth row that separates
especially helpful when creating or modifying the first and second columns.
complicated or irregular tables.
Draw borders
1. Under Table Tools on the Ribbon, click the Design

tab and click the Draw Table button in the Draw
Borders group.
The pointer changes to look like a pencil.
2. Click and drag to draw boundaries, rows, columns, or

table cells.
Tip: Use the Line Style, Line Weight, and Pen Figure 8-17: The Draw Borders group.
Color commands in the Draw Borders group to
determine how the borders appear.
Erase borders

tab and click the Eraser button in the Draw Borders
group.
The pointer changes to look like an eraser.
2. Click and drag across table lines to erase the lines.

Figure 8-18: Erasing a table border.

Working with Tables
Working with Sorting and  Exercise

Formulas
• Exercise: Select the first three rows and sort by the Sales
Word provides many options for working with table data. column in descending order so that the salesperson with the
You can sort table data into a more useful order, and even most sales is listed first. Then enter a SUM formula in the
perform calculations by inserting formulas into table cells. last cell of the third column to calculate the total sales.
Sort table data

Word can sort data in a list alphabetically, numerically, or
chronologically (by date). In addition, Word can sort
information in ascending (A to Z) or descending (Z to A)
order. You can sort an entire table or a portion of a table
by selecting what you want to sort. Figure 8-19: The Data group.
1. Select the cells or information you want to sort.

Usually, you’ll want to select the header row along
with the rows you want to sort.

tab and click the Sort button in the Data group.
The Sort dialog box appears.
3. Define how you want to sort the data and click OK.
Use formulas in a table

Word is not a spreadsheet program like Microsoft Excel,
which is made to perform calculations, but it can do some
Figure 8-20: The Sort dialog box.
rudimentary arithmetic.
To enter your own calculations, called formulas in Word,
you can use the Formula dialog box, and you can refer to
Before
the cells in a table using cell references. A cell reference
identifies where a cell is located in a table.
Although tables don’t have visible headers identifying the
rows and columns, every cell reference uses a letter (A, B,
C and so on) to represent its column and a number (1, 2, 3
and so on) to represent its row. A1, B3, and D5 are all
examples of cell references.
1. Place the insertion point in a blank table cell where Column sorted in
you want to insert the formula. descending order
Cell A1
After
tab and click the Formula button in the Data group.
The Formula dialog box appears.
3. Enter the formula in the Formula box.

Sum formula
For example, =SUM(C2, C3) calculates the sum of
table cells C2 and C3.
Figure 8-21: A table before and after sorting the table data
and adding a formula to sum the third column.
150
Working with Tables
Use the Number format list arrow to define how the

formula result appears. Use the Paste function list
arrow to build a formula using built-in functions.
4. Click OK.
Instead of entering specific cell references you want to sum, you
The formula result appears in the cell. can use a reference such as ABOVE, which indicates all the cells
above the cell containing the formula.
Tips
 Remember: All formulas start with an equal sign (=),
followed by a function name (such as SUM),
followed by parentheses containing the location of
the cells on which you want to perform the
calculation.
 Besides regular cell references, you can use terms
that describe the location of cells in a table, such as
Above or Left, which reference all cells above or to
the left, respectively, of the selected cell. For
example, =SUM(ABOVE) totals all the cells above
the selected cell in a table.
Figure 8-22: The Formula dialog box.
 If you change a value in a Word table, you’ll need to
recalculate the formulas manually.

Working with Tables
Working with Borders and  Exercise

Shading
• Exercise: Select the entire table and apply No Border.
Borders improve a table’s appearance, giving it a Display gridlines. Select only the first row. Apply a Light
polished, professional look. Borders can make it easier to Blue fill color (in the Standard colors area) and a 5% pattern
read the information in a table, especially when the style with a white pattern color. Select the entire table again
information is numerical. and apply All Borders.
Adding shading to a table is similar to adding borders—

you select the cells and then select shading options.
Apply a table border

When you create a table, Word automatically adds borders
or lines around every cell in the table, but it’s very easy to
change, add, or remove your table’s borders.
1. Select the cells where you want to adjust the borders.

The Table Tools appear on the Ribbon.
Tip: To select the whole table, click the table’s
move handle.
Figure 8-23: A table with no border and gridlines
2. Under Table Tools on the Ribbon, click the Design displayed.
tab and click the Borders list arrow.
Here you can choose from several border options.
Tip: Select No Border to remove a border from
the selection.
3. Select the border type you want to apply to the

selected cells.
The border is applied.
Other Ways to Apply a Table Border:
Select the cells where you want to apply a border.
Under Table Tools on the Ribbon, click the
Design tab and click the Borders list arrow.
Select Borders and Shading from the list. Or,
right-click the selection and select Borders and
Shading from the contextual menu. Use the
commands on the Borders tab in the Borders and
Shading dialog box.
View gridlines
Gridlines are dashed lines that show you the location of
the table cell borders. They do not appear by default.
You can easily display and hide table gridlines, but the
gridlines won’t be visible if the table is in the default table
format because the black border covers the gridlines.
152
Working with Tables
1. Select a table.

tab and click the View Gridlines button in the Table
group.
Gridlines are displayed in all tables in the document.
Tip: Gridlines do not print.
Now let’s hide the gridlines.
3. Click the View Gridlines button again.

Gridlines are hidden.
Apply a fill color

Shading includes fill colors and also patterns that you can
apply to table cells.
1. Select the cells where you want to apply a fill color.

The Table Tools appear on the Ribbon.

tab and click the Shading list arrow in the Table
Styles group.
A palette of fill colors appears.
3. Select a fill color from the list.

Figure 8-24: A table with a fill color and pattern applied.
The color is applied.
Apply a pattern
1. Select the cells where you want to apply a pattern.

tab and click the Borders button list arrow in the
Table Styles group. Select Borders and Shading.
The Borders and Shading dialog box appears.
Other Ways to Display the Borders and
Shading Dialog Box:
Right-click the selection and select Borders and
Shading from the contextual menu.
3. Click the Shading tab, click the Style list arrow in

the Patterns area and select a pattern style.
You can also adjust the colors of patterns here.
4. Click the Color list arrow and select a pattern color.

Here you can see a preview of the pattern. Figure 8-25: The Shading tab of the Borders and Shading
dialog box.
5. Click OK.

Working with Tables
Using Table Styles  Exercise

You can easily spice up your tables by applying built-in
table formatting styles. • Exercise: Apply the ―Medium Shading 1 – Accent 1‖ table
style.
Apply a table style

By default, a table is created with the Table Grid style,
which includes a basic black border around each cell in Table styles gallery
the table. Word includes many built-in styles that include
more interesting formatting.

tab. Figure 8-26: The Table Styles group. More button
Here you can see the Table Styles group. You can use
the arrow buttons to scroll through the table styles in
the gallery.
3. Select the style you want to use in the Table Styles

group.
Tip: To display the entire Table Styles gallery,
click the More button in the Table Styles group.
Remove a table style

You can easily remove table styles.
1. Select the table from which you want to remove the

style.
The Design tab appears.

tab and click the More button in the Table Styles
group.
3. Select Clear.
The Table Normal style, which doesn’t have any
formatting, is applied.
Create a custom table style

You can also create a new, custom table style that meets
your exact specifications.
1. Select the table you want to format with a style.

tab and click the More button in the Table Styles
group. Figure 8-27: The Create New Style from Formatting dialog
box.
154
Working with Tables
3. Select New Table Style.

The Create New Style from Formatting dialog box
appears.
4. Select the formatting attributes you want to use in the

new table style and click OK.
The new style will appear in the Custom area of the
Table Styles gallery in the Table Styles group.
Tip: You can make the new table style available
only in the current document or for new
documents as well. Select either the Only in this
document or the New documents based on this
template option in the dialog box.
Tips
 You can also use styles in the Styles group on the
Home tab to apply styles to the text inside a table.
These can be applied in addition to a table style.
 You can also modify an existing table style. Apply
the style you want to modify, then click the More
button in the Table Styles group and select Modify
Table Style. Modify the table properties and click
OK.

Working with Tables
Using Table Style Options  Exercise

Besides applying table styles, you can format individual
table style elements. • Exercise: Select the Total Row formatting option.

tab.
The formatting options available in the Table Style
Options group include:
 Header Row: Displays special formatting for the
Figure 8-28: The Table Style Options group.
first row of the table.
 Total Row: Displays special formatting for the
last row of the table.
 First/Last Column: Displays special formatting
for the first or last columns in the table. With banded rows
 Banded Rows/Columns: Displays odd and even

rows and columns differently for easier reading.
3. Select the option(s) you want to use in the Table Style

Options group.
Without banded rows
Figure 8-29: A table with and without banded rows.
156
Working with Tables
Converting or Deleting a Table  Exercise

If you don’t want table data to appear in a table any
longer, preferring that the contents are part of the other • Exercise: Convert the table to text, using tabs as
separators. Undo the action, then delete the table.
text of the document, you can convert a table to text. You
can also simply delete a table.
Convert a table to text
1. Place your insertion point in the table.

tab and click the Convert to Text button in the Data
group.
The Convert Table To Text dialog box appears.
3. Select the character you want to use to separate the

Figure 8-30: The Convert Table To Text dialog box.
text contained in each cell.
You can select one of the options to separate text or
define your own separation character in the dialog
box.
4. Click OK. Before

The table disappears and the table’s contents appear
as document text—although the text is contained
inside a frame. The contents of each table cell are
separated by the character you selected.
Delete a table
1. Place your insertion point in the table. After

tab and click the Delete button in the Rows &
Columns group.
A list appears.
3. Select Delete Table.

Figure 8-31: Before and after converting a table to text
The table is deleted from the document.
using tabs to separate the text.

Working with Tables
Using Quick Tables  Exercise

• Exercise File: A new document
Insert a formatted table quickly by inserting one of
Word’s built-in Quick Tables. • Exercise: Insert the Calendar 2 Quick Table.

Table button in the Tables group.
A list of table options appears.
2. Point to Quick Tables.

A gallery of built-in tables appears.
As you point to each built-in table, a description of
the table and how it might best be used is shown.
3. Select the table you would like to insert.

The table is inserted in the document. All you have to
do is modify the table contents to your needs.
Tips
 The appearance of built-in tables is affected by the
current document theme.
Figure 8-32: The Quick Tables gallery.
158
Working with Tables Review
Quiz Questions
117. Tables include .

A. rows
B. columns
C. cells
D. all of these
118. You can press the arrow keys to move between cells in a table. (True or False?)
119. Once you create a table, you cannot change its size. (True or False?)
120. You can adjust table alignment and text wrapping in the .
A. Table Options dialog box
B. Table Properties dialog box
C. Tables dialog box
D. Table Alignment dialog box
121. When adjusting cell margins, not only can you change the distance from the cell contents to the cell borders, but you
can also separate individual cells from other cells in the table. (True or False?)
122. Which of the following is NOT a button found in the Merge group on the Layout tab.
A. Split Cells
B. Split Table
C. Merge Table
D. Merge Cells
123. You can insert a row above, but not below, a row you've selected. (True or False?)
124. Table rows automatically expand to the tallest cell in the row—the one that contains the most lines of text. (True or
False?)
125. When you use the Draw Table tool, the mouse pointer changes to a pencil icon. (True or False?)
126. Which of the following can you NOT do in the Formula dialog box?
A. Use the Number format list arrow to define how the formula result appears.
B. Use the Paste function list arrow to build a formula using built-in functions.
C. Sort a column of numbers.
D. Enter a formula.
127. Table gridlines appear by default. (True or False?)
128. Click the button to expand the Table Styles gallery.

A. More
B. Open
C. Expand
D. Gallery
129. Which of the following is NOT an option in the Table Style Options group?
A. Header Row
B. Total Row
D. Title Row
130. The Delete button used to delete a table is found in the group.
A. Table
B. Rows & Columns
C. Data
D. Merge
Quiz Answers
117. D. Tables include rows, columns, and cells.
118. True. Using the arrow keys is one of a few different ways to move between cells in a table.
119. False. You can easily resize a table in Word.
120. B. You can adjust table alignment and text wrapping in the Table Properties dialog box.
121. True. You can adjust the margins between cells and borders and between other cells.
122. C. Merge Table is not a button found in the Merge group on the Layout tab.
123. False. You can insert a row above or below a row you've selected.
124. True. Table rows automatically expand to the tallest cell in the row.
125. True. When you use the Draw Table tool, the mouse pointer changes to a pencil icon.
126. C. You cannot sort a column of numbers in the Formula dialog box.
127. False. Table gridlines do not appear by default.
128. A. Click the More button in the Table Styles group to expand the Table Styles gallery.
129. D. Title Row is not an option in the Table Style Options group.
130. B. The Delete button used to delete a table is found in the Rows & Columns group.

9
Working with Here’s a secret for you: your dentist
Mailings
probably didn’t have someone manually
type that check-up reminder you received
this month. And no one manually typed
An Overview of the Mail Merge Process........ 162 your weekly Publisher’s Clearing House
Setting Up the Main Document....................... 164
sweepstakes letter addressed to you either.
A process known as mail merge has
Creating a Data Source ................................... 165 created these ―personalized‖ letters.
Create a data source ............................. 165
Customize data source fields ................. 166 Mail merge letters are used to send the
same or similar documents to many
Using an Existing Data Source ....................... 167
different people at once. Since they
Select an existing data source ............... 167
Use Outlook contacts ............................. 167
contain the recipient’s name, address, and
other information, mail merge letters feel
Editing the Data Source .................................. 168 more personal—just like Publisher’s
Select and sort recipients in the data Clearing House: Bob Boyarksi, if you
source .................................................... 168
have the winning number, you are the
Edit the data source ............................... 169
winner of $10 Million Dollars!
Inserting Merge Fields..................................... 170
Performing a mail merge isn’t a very
Inserting Rules Fields ..................................... 171 difficult process, but it is a rather lengthy
Previewing a Mail Merge ................................. 172 one. This chapter will take you step-by-
step through the mail merge process.
Completing the Mail Merge ............................. 173
Creating Labels ................................................ 174
Create labels with the same information 174
Create mail merged labels ..................... 174 Using Exercise Files
This chapter suggests exercises to practice
Creating Envelopes ......................................... 176 the topic of each lesson. There are two
Change envelope options ...................... 176 ways you may follow along with the
exercise files:
 Open the exercise file for a lesson,
perform the lesson exercise, and close
the exercise file.
perform the lesson exercise, and keep
the file open to perform the remaining
lesson exercises for the chapter.
The exercises are written so that you may
―build upon them‖, meaning the exercises
in a chapter can be performed in
succession from the first lesson to the last.

Working with Mailings
An Overview of the Mail Merge  Exercise

Process
• Exercise: Understand the steps of the mail merge process.
Mail merge letters are used to send the same or similar
documents to many different people. Since they contain
the recipient’s name, address, and other information, mail David Meche Step 1: Set up the Main
merge letters feel more personal than letters that aren’t 200 Park Drive
Document
Le Sueur, MN 56058
specifically addressed to anyone. Select the type of document you
Dear David,
want to create with the mail merge.
Creating and performing a mail merge is a lengthy and Thanks for your You can create letters, e-mails,
multi-stepped process, but Microsoft has done a lot to wonderful graduation
envelopes, labels, and directories.
make performing mail merges in Word user-friendly. If
you become confused during one of the next lessons,
come back here to see how the step you’re on fits into the
mail merge process. Step 2: Select or Create a
Data Source
Since this chapter primarily deals with mail merges, you First Last A The starting document (or main
may also want to take a look at Table 9-1: Mail Merge Joe Smith 2 document) contains the text that is
Sam Nelson F
Definitions. You will be seeing these terms frequently in the same in all of the merged
Jill Peck 8
the upcoming lessons, so it’s a good idea to become Tracy Olden 3
documents.
familiar with them. Brad Potts 2
Jim Lewis 1 Step 3: Edit the Data Source
The data source contains the
information you want to appear in
the main document. You can create
a new data source, use an existing
data source, or use a database as
the data source.
<<First>> <<Last>>
<<Address>>
Step 4: Insert Fields
<<City, State, Zip>> Write and/or edit the starting
Dear <<First>>
document and specify where you
want to insert the information from
Thanks for your
wonderful graduation your data source into your starting
gift of <<Gift>> I document.
Sam Nelson
Far Pine Drive Step 5: Preview the Mail
Chaska, MN 55437 Merge
Dear Sam, Preview how your document will
Thanks for your appear when combined with the
wonderful graduation information in the data source.
gift of <<Gift>> I
Step 6: Complete the Mail <<First>> <<Last>> First Last A Joe Smith
<<Address>> Joe Smith 2 2014 Pleasant Ave.
Merge! <<City, State, Zip>> Sam Nelson F Chaska, MN 55437
Merge the data from the data Jill Peck 8
Dear <<First>>, Tracy Olden 3 Dear Joe,
Sam Nelson
source into the merge fields in
the document, creating a unique Thanks for your
+ Brad Potts 2 = Far Pine Drive
Thank for your MN 55437
Chaska,
Jim Lewis 1
wonderful graduation wonderful graduation
document for each record in the Dear Sam,
data source.
Thanks for your
wonderful graduation

Table 9-1: Mail Merge Definitions
Starting Document (Main Document) A document that contains the information that is the same for each merged
document. The starting document contains the field names for the variable information, like the
names and addresses that will be inserted.
Data Source or A file that contains the information to be inserted into the main document during a mail merge.
Recipients List For example, it has records containing the names and addresses of the people a mail merge letter
is sent to.
Field A data category that stores a specific piece of information. For example, the field LastName
would only contain people’s last names.
Record A record is an entire set of data fields that relate to a single thing or person. For example, a single
record would include information about a person’s first and last names, address, phone number,
and date of birth.
Merge Field A merge field is where you want to insert the information from a data source into a main
document. Merge fields appear with chevrons (« ») around them. An example would be: Dear
«FirstName».
Address Block A group of merge fields that make up the address block in a mail merge document. Word can
automatically insert all the appropriate address fields at once, so that you don’t have to insert the
five or six merge fields yourself.
Greeting Line A group of merge fields that make up the greeting line of a mail merge document, such as ―Dear
Mr. McDonald‖. Word can automatically insert all the appropriate greeting text and fields at once,
so that you don’t have to insert the text and required merge fields yourself.
Header Row Data source information is stored in a table. The first row of the table is the header row and
contains the field names for the data source. For example, FirstName, LastName, Address.

Setting Up the Main Document  Exercise

• Exercise File: North Shore Mailing9-1.docx
All mail merges in Word require two files: a main
document and a data source. The main document contains • Exercise: Use the North Shore Mailing9-1.docx document
to set up a Letter mail merge.
the text that is the same in all of the merged documents.
The first step in the mail merge process is specifying
which type of mail merge document you want to create.
Let’s get started!
1. Open a blank document, or open the document you

want to use as the main document.
If you open to a blank document, you can add text
later in the process.
2. Click the Mailings tab on the Ribbon.

All the commands needed to perform a mail merge
are on the Ribbon.
Tip: You can also use the Mail Merge task pane,
which leads you through the mail merge process
step by step. To open the task pane, click the Start
Mail Merge button in the Mailings tab on the Figure 9-1: Selecting a document type for the main
Ribbon and select Step by Step Mail Merge document of the mail merge.
Wizard.
3. Click the Start Mail Merge button in the Start Mail

Merge group.
A list of document types appears:
 Letters: The basic content is the same in all the
letters, but each one contains information that is
specific to an individual recipient, such as name
or address.
 E-mail Messages: Like a letter, the basic content
is the same in all the letters, but each one contains
information that is specific to an individual
recipient.
 Envelopes: Creates envelopes that have the same
return address, but different destination addresses.
 Labels: Creates labels for each of the recipients
 Directory: The same kind of information, such as
name and description, is shown for each item, but
the name and description in each item is unique.
This type of document can be used for catalogs as
well.
4. Select the type of main document you wish to use for

the mail merge.
The main document is set up.

Creating a Data Source  Exercise
The data source provides the information that is unique in • Exercise File: North Shore Mailing9-1.docx
mail merge. It provides the information that is unique to • Exercise: Create a new data source with the same fields
each recipient, such as their name and address. shown in Figure 9-2. Enter data for yourself and a friend to
create two more records in the data source.
Create a data source
If you do not have a list of recipients that you want to use
for the mailing, you can easily create one.
1. Click the Select Recipients button in the Start Mail

Merge group under the Mailings tab. Use the column headers to filter and sort
mail recipient records.
A list of options you can use for a data source
appears.
2. Select Type New List.

The New Address List dialog box appears.
3. Enter recipient information in the table.

Each row contains information that is unique for a
single recipient. This is called an entry, or record.
Each column contains the information for a field, or
category, of information.
4. Click the New Entry button to add a new row for

another recipient’s information. Repeat until all
recipients have been added. Specify criteria to find a
Add a new record specific record.
Continue adding rows and entering information until Delete this record Add, rename, or delete
all the recipients you want to include have been mail merge fields.
added. Figure 9-2: Creating a new data source for the mail
Other Ways to Add a Row: merge.
Press <Tab> at the end of a row.
5. Click OK.
The Save Address List dialog box appears. Save the
data source so you can use it for future mailings, and
edit the data source as necessary.
Tip: By default, the data source is saved in the
My Data Sources folder in the Documents folder.
6. Enter a name for the data source in the File name text
box and click Save.
The data source is connected to the main document,
and will remain connected even when the document
is closed.

Customize data source fields

Customizing the data source fields, or columns, lets you
control which information you want to include in each
record, and therefore in the mail merge. Choose or create
fields for each piece of information you want to have
available in the mail merge. Add a new field.
Delete the selected field.
1. Click the Customize Columns button to customize Rename the selected
the fields in the data source. field.
The fields are the columns in the table, and the name Field names used in
of the field appears in the header row of the table. For the data source file.
Word automatically
example, if you know you need to use the people’s adds common fields
first and last names, you can use the First Name and to a new data source
Last Name fields. unless you remove
or rename them.
You can also add fields that are specific to your
needs. For example, if you want to include the name Figure 9-3: Choose the fields you want to include in the
of a spouse for a recipient, you can add Spouse First data source with Customize Address List dialog box.
and Spouse Last fields.
2. Add, delete, or rename fields you want to use in the

data source.
These fields will appears as columns in the data
source table.
3. Click OK.
The fields appear as columns in the table.

Using an Existing Data Source  Exercise
There’s no need to reinvent the wheel and create a new • Exercise File: Canada tourists.mdb and North Shore
data source if one exists that contains the information you Mailing9-1.docx
want to include in a mail merge. • Exercise: Connect the Canada tourists.mdb file to the
main document.
Select an existing data source
If you already have a data source, such as an Access Table 9-2: Types of Data Sources
database, an Excel spreadsheet, or a delimited text file,
you can use it for your mail merge. Spreadsheet Files You will need to specify the cell
Microsoft Excel range or the entire file.
Lotus 1-2-3
Merge group under the Mailings tab. Database Files If the database contains more than
dBase one table, you will have to select
A list of options you can use for a data source Fox Pro the table you want to use.
appears. Microsoft Access
Data sources you have created
Microsoft Outlook
previously in Word are database
2. Select Use Existing List.
files.
The Select Data Source dialog box appears. Word Processing Files Records must be stored in a table
Microsoft Word or in a tab-delimited list.
3. Navigate to the location of the data source you want WordPerfect
to use.
Text Files Must be a tab or comma delimited
text file.
4. Select the data source and click Open.
The data source is connected to the main document,
and will remain connected even when the document
is closed.
Use Outlook contacts

If you use Microsoft Outlook, you can select the names
and addresses from your Contacts list and use them as the
data source for your mail merge.

Merge group under the Mailings tab.
A list of options you can use for a data source
appears.
2. Select Select from Outlook Contacts.

The Select Contacts dialog box appears. If there are
several contact folders that contacts can be imported Figure 9-4: Select a data source to use for the mail
from, they are listed in the dialog box. merge.
3. Select the contact folder you want to use as the data

source and click OK.
The data source will remain connected to the
document, even when the document is closed.
Figure 9-5: Select the folder you want to use for the data
source.

Editing the Data Source  Exercise
Once you have connected a data source to the main • Exercise File: North Shore Mailing9-2.docx and Canada
document, you can choose which data source records you tourists.mdb
want to include in the mail merge, and you can also edit • Exercise: Sort the data source by last name. Deselect the
the data source to add records or change record Jeff Mitchell record. Apply a filter that only shows records
information. from MN. Add a record to the data source using information
about you.
Select and sort recipients in the data source

You can change the recipients list without changing the
data source by choosing which recipients you want to be
included in the mail merge, and by rearranging and
filtering the recipient list.
1. Click the Edit Recipient List button in the Start Mail

The Mail Merge Recipients dialog box appears. By
default, all the records in the data source will be
included in the mail merge.
There are three ways you can work with the
recipients list:
 Select individual records: If the list of recipients
is relatively short, this is the easiest way to
include or remove records from the data source.
Records that are checked will be included: records
To sort the list, click the appropriate column heading. Use the
that are not checked are removed. check boxes to add or remove a recipient from the mail merge.
Additionally, you can check or clear all the
records at once by clicking the check box in the Figure 9-6: The Mail Merge Recipients dialog box.
header row.
 Sort records: Click a column heading to sort the
list by that field. If you want to use a more
complex sorting method, such as sorting by
several fields, you can:
Click the Sort link and choose the field(s) you
would like to sort by. For example, you could
alphabetically sort recipients by their last name
within each state.
 Filter records: Filtering the list is useful for
filtering out large groups of records.
Click the Filter link and choose the criteria you
want to filter for. For example, to only include
records from Texas, select State for the field,
Equal to for the comparison, and TX in the
compare to text box. Only records with TX in the Figure 9-7: Specifying filter criteria for the data source.
State field are shown.
2. Edit the recipient list as necessary and click OK.

The recipient list is ready for the mail merge.

Edit the data source

You can edit the data source to add recipients or to change
record data after the data source has been connected to the
main document.
1. Click the Edit Recipient List button in the Start Mail

The Mail Merge Recipients dialog box appears.
2. Select the data source in the Data Source box in the

bottom left corner of the dialog box.
You can only have one data source connected to a
document at a time, so there should only be one item
listed here.
Once the data source is selected, the two buttons
below the box become available.
Select the data source in order to edit it.
3. Click the Edit button.
Figure 9-8: The Mail Merge Recipients dialog box.
The Edit Data Source dialog box appears.
You can edit the data in records, or use the buttons in
the lower left corner of the dialog box to add or
delete records, find a record, or customize the fields
in the data source.
4. Edit the data source as necessary and click OK.

A dialog box appears, asking if you want to update
these changes to the data source.
5. Click Yes.
The Edit Data Source dialog box closes. You’re back
at the Mail Merge Recipients dialog box. You can
still make changes to the data source before returning
to the main document.
6. Click OK.
The recipient list edited and is ready for the mail Figure 9-9: Edit the data source by changing previous
merge. entries or adding new ones.
Tips
 Click the Refresh button under the Data Source box
to update the recipient list if the data source has been
changed since it was connected to the main
document.

Inserting Merge Fields  Exercise
After the main document is set and the recipient list is • Exercise File: North Shore Mailing9-2.docx and Canada
connected and edited, you are ready to insert the merge tourists.mdb
fields in the document. The merge fields are placeholders • Exercise: Insert Address Block and Greeting Line fields
in the document for unique information from the after the date at the top of the letter. Insert the TravelDate
recipients list. So when you put a merge field in the main field in place of the X in the second sentence of the letter.
document, information from that field will appear for the
document that is unique to that recipient.
1. Place the insertion point where you want to insert a

merge field.
The merge fields that are available for you to insert
depend on the fields in the data source. There are
three buttons you can use to insert merge fields in the
main document:
 Address Block: This is a combination of several
fields that you can use to insert the name and
postal address of recipients. You can specify Figure 9-10: Choose how you want the address block to
which information is included in the address appear in the Insert Address block dialog box.
block, such as how you want the recipient’s name
to appear and whether or not you want the country
and region included in the address. A preview of
how the information will appear for each of the
recipients is also available here.
 Greeting Line: This is a combination of fields
you can use to insert the recipient’s name in the
greeting line. This option also allows you to
specify how you want the greeting line to appear.
For example, choose a greeting (―To‖ or ―Dear‖)
and specify how you want the recipient’s name to
appear.
 Insert Merge Field: Insert a single field from the
data source in the main document. When you
click this button, a dialog box appears with a list Figure 9-11: Insert a single merge field in the main
of merge fields you can insert in the document. document.
2. In the Write & Insert Fields group on the Ribbon,

click the button for the field you want to insert.
When a merge field is inserted, chevrons surround
the name of the field. This is done to help you
distinguish the fields from the regular text in the
document.
When the mail merge is performed, the information
will not appear in chevrons.
3. Repeat for each merge field you want to insert.
Figure 9-12: The main document with merge fields

inserted. The merge fields are shaded gray and have
chevrons << >> around them.

Inserting Rules Fields  Exercise
In addition to merge fields, you can insert rules fields that • Exercise File: North Shore Mailing9-3.docx and Canada
customize your mail merge documents even more. tourists.mdb
• Exercise: Insert an If…Then…Else… field at the end of
Tips the last paragraph in the letter. If the record has Mankato in
 You’ll probably want to skip this lesson unless you’re the City field, insert this text: ―Visit our Mankato office!‖
really into mail merges; most people will never really Otherwise, insert this text: ―Thank you for your business.‖
need to use rules fields.
1. Place the insertion point where you want to insert a

rules field.
2. Click the Rules button in the Write & Insert Fields

group of the Mailings tab on the Ribbon.
A list of fields you can insert appears. Refer to Table
9-3: Mail Merge Rules Fields for more information
on the types of fields you can insert.
3. Select the field you want to insert in the main

document. First, specify what you want to test for. Then insert the text if the
test is or is not true.
If a dialog box appears, enter the information
necessary to insert the field. Figure 9-13: The Insert Word Field: IF dialog box.
Tips
 When these fields are entered, they don’t appear with
chevrons around them, like other merge fields. You
may not even know the field has been inserted until
the mail merge is finished.
Table 9-3: Mail Merge Rules Fields
Ask Prompts for information from the user and assigns the response to a bookmark.
Fill-in Prompts for information from the user as Word merges each data record with the main document. The
response is printed in the specific form letter.
If… Then… Else… Merges information only if a specified condition is met.
Merge Record # Prints the number of the merged data record in the merged document.
Merge Sequence # Counts the number of data records that were successfully merged with the main document. This could be
helpful to calculate postage.
Next Record Instructs Word to merge the next data record into the current merged document, rather than starting a
new merged document. This is often used with labels and catalogs.
Next Record If Compares two expressions. If the comparison is true, Word merges the next data record into the current
merge document.
Set Bookmark This field assigns specific information to a named variable, which is called a bookmark. In order for the
information to appear in the document, insert a REF field that refers to the bookmark.
Skip Record If This field compares two expressions. If the comparison is true, the current record is skipped. If the
comparison is false, the current record is merged. (It may be easier to filter the recipient list.)

Previewing a Mail Merge  Exercise
Sometimes it is helpful to see what the data will look like • Exercise File: North Shore Mailing9-4.docx and Canada
once it has been inserted into a document, instead of only tourists.mdb
viewing the obscure merge field names. You can easily • Exercise: Preview all the records in the mail merge.
preview how the mail merge will appear before finishing
the mail merge. This is encouraged to make sure the
results appear as you want them to. <<First>> <<Last>> First Last A Joe Smith
<<Address>> Joe Smith 2 2014 Pleasant Ave.
<<City, State, Zip>> Sam Nelson F Chaska, MN 55437
1. Click the Preview Results button in the Preview
Results group of the Mailings tab.
Dear <<First>>, + = Dear Joe,
Thanks for your Thank for your

wonderful graduation wonderful graduation
The data from the first record is previewed in the
document.
Figure 9-14: An example of how a data source record is
2. Use the preview results buttons to preview how merged into the letter.
records from the data source will appear when
merged. Previous Next
Record Record
As you browse through the previews, you see how
each record in the data source will appear when First Record Last
merged with the main document. Record
Tip: Click the Find Recipient button in the

Preview Results group to search for a specific
recipient.
Tips
 You can simulate the mail merge process to make
sure it will run smoothly before performing the final
merge. Click the Auto Check for Errors button in
the Preview Results group. Select the Simulate the
merge and report errors in a new document option
and click OK.
 Previewing the mail merge does not include preview
rules fields.
Figure 9-15: A preview of the merged main document.

Use the buttons in the Preview Results group to cycle
through previews of merged records in the data source.

Completing the Mail Merge  Exercise
After you’ve previewed how the main document and data • Exercise File: North Shore Mailing9-4.docx and Canada
source will merge, and everything looks correct, you are tourists.mdb
ready to complete the mail merge. • Exercise: Finish the mail merge to individual documents.
1. Click the Finish & Merge button in the Finish group

of the Mailings tab on the Ribbon.
There are three different ways you can finish the mail
merge:
 Edit Individual Documents: Puts the results of
the mail merge in a new document. You are free to
edit the results of the mail merge and save and
print them, just like any other document.
 Print Documents: Merges records and sends
them directly to the printer.
Figure 9-16: The Merge to New Document dialog box.
 Send E-mail Messages: Sends the mail merge as
an e-mail message. This works best if you have
used Microsoft Outlook Contacts as your data
source.
2. Select the option you want to use to finish the mail

merge.
A dialog box appears, asking which records you want
to merge from the data source.
3. Select the records you want to merge and click OK.

Word merges the main document and the information
from the data source into a new document, to the
printer, or to an e-mail message.
Figure 9-17: The new, merged document.

Creating Labels  Exercise
So far we’ve been using the mail merge feature to create • Exercise File: Canada tourists.mdb
formal letters, but you can also use it to create • Exercise: Create a page of labels using your home address
professional-looking mail labels or envelopes. as the address. Create labels using the records from the
Canada tourists.mdb data source.
Create labels with the same information
This process shows you how to create a sheet of labels
that contain the same information, for example, return
address labels, or print a single label on a sheet.
1. Click the Mailings tab on the Ribbon and click the

Labels button in the Create group.
The Labels tab of the Envelopes and Labels dialog
box appears.
2. Enter the address you want to appear on the labels in

the Address box.
The address is what will be printed on the labels.
3. Choose Full page of the same label or Single label

to select how you want to print the label.
If you choose Single label, indicate the label you
want to print on by specifying the row and column
where the label is located on the sheet.
4. Click the Options button to select the type of label Print the same label on the full page, or specify the row and
column coordinates for the label you want to print on.
being used.
Figure 9-18: The Labels tab of the Envelopes and Labels
The label package should tell you the type of label dialog box.
being used.
5. Click Print to print the labels, or click New

Document to open a document that lists the address
on a single page.
Use the New Document option if you want to do any
formatting with the labels.
Create mail merged labels

Use the mail merge process to create labels from a data
source.
1. Click the Mailings tab on the Ribbon.

The commands needed to create a mail merge appear. Select the type of label you want to use from the Product
number. Click the Details button to change the dimensions of the
2. Click the Start Mail Merge button in the Start Mail label, or click New Label to create a custom-sized label.
Merge group and select Labels from the list.
Figure 9-19: The Label Options dialog box.
The Label Options dialog box appears.

3. Select the type of label you will be printing on and

click OK.
The document changes into a table that is separated
into cells that are the size of the labels.
The rest of the process is standard mail merge
procedure.

Merge group and select the data source you want to
use.
Notice that once you select a data source, <<Next
Record>> merge fields appear in all the label cells,
except the first one. This allows the mail merge to
merge the results from each record into each cell of
the table, rather than repeating the information from
the first record.
You can also edit the data source after it has been
Since labels typically include an address, all you have
to do is insert the address block as a merge field in
the first cell.
5. Click the Address Block button in the Write & Insert

Fields group.
The Insert Address Block dialog box appears. Figure 9-20: The merged label document.
6. Choose how you want the name to appear and click

OK.
The merge field is inserted.
The next step is specific to creating a mail merge for
labels. It copies the Address Block merge field in
each label cell of the table.
7. Click the Update Labels button in the Write & Insert

Fields group.
The Address Block merge field is inserted in each
cell of the table.
Now you’re ready to preview the labels.
8. Click the Preview Results button in the Preview

Results group.
If the preview looks good, you’re ready to finish the
mail merge.
9. Click the Finish & Merge button and select how you
want to finish the mail merge.

Creating Envelopes  Exercise

If you suffer from terrible handwriting, you can have
Word address your envelopes for you. Word is great for • Exercise: Create an envelope with your address as the
Return address and a friend’s address as the Delivery
printing envelopes if your printer can handle envelopes.
address. Change the font used for the delivery address.
That’s a big if—many printers don’t handle envelopes
very well, and many others don’t handle envelopes at all.
The only way to really find out if you can print envelopes
with your printer is by consulting the manual that came
with your printer. If you’ve misplaced your printer
manual, you can try printing several envelopes with the
printer to see how they come out—just be prepared to go
through several envelopes before you find out how to feed
the envelope into the printer!
1. Click the Mailings tab on the Ribbon and click the

Envelopes button in the Create group.
The Envelopes tab of the Envelopes and Labels
dialog box appears.
2. Type the delivery address in the Delivery address text

box.
This is where you want the envelope to be delivered.
Other Ways to Enter the Delivery Address:
Click the Insert Address button. Select the
profile you want to use (Outlook) and select a
contact from Outlook Contacts. Figure 9-21: The Envelopes tab of the Envelopes and
Labels dialog box.
3. Type the return address in the Return address box.
This should be the return address.
4. Click Print to print the labels, or click Add to Select the size
Document to add the envelope to the beginning of of the envelope
the document. here (Size 10 is
the most
If you add the envelope to the document, make sure common).
the envelope and paper are in the correct order before
printing the document.
Change the font
used on the
Change envelope options delivery address
and return
If you want to use a different envelope size or change the
address.
font used, you can change the envelope options.
1. Click the Options button in the Envelopes tab of the

Envelopes and Labels dialog box.
Two tabs can help you specify how the envelope will
be printed:
Envelope Options: Verify the envelope size, the font
used in the return and delivery addresses, and adjust Figure 9-22: The Envelope Options dialog box.
the location of the addresses on the envelope.

Printing Options: If necessary, you can change how

the envelope is fed to the printer. These settings are
automatically selected, however, so it is best not to
adjust them.
2. Enter the envelope settings you want to use and click

OK.
The Envelope Options dialog box closes, but the
Envelopes and Labels dialog box is still open.
3. Click OK.
The Envelopes and Labels dialog box closes and the
changes are applied to the envelope.

Working with Mailings Review
Quiz Questions
131. A mail merge is the process of combining a Word document with data. (True or False?)
132. Which of the following is NOT a type of mail merge document?

A. Letters
B. Labels
C. Envelopes
D. Spreadsheets
133. The rows in a data source contain information unique to the recipients in the mail merge. (True or False?)
134. Which of the following can you use as the data source for a mail merge?
A. An Excel spreadsheet
B. An Access database
C. A table in a Word document
D. All of the above.
135. Which of the following CAN'T you do from the Mail Merge Recipients dialog box?
A. Add or remove recipients from the data source.
B. Update a recipient’s address.
C. All of these.
D. Sort the list alphabetically by last name.
136. To sort a list of records or recipients, simply click the column heading you want to use to sort the list. (True or False?)
137. You see a strange word, <<FirstName>> in a document. What is this?

A. It's a merge field - the information from the FirstName field will be inserted here.
B. It's a form field - enter your first name here.
C. It's a reminder that you need to sign the letter before you send it.
D. It's a really bad typing error.
138. How can you add an address to a mail merge document?

A. Click the Address Wizard button in the Insert tab on the Ribbon.
B. Click the Address Wizard button in the Mailings tab on the Ribbon.
C. Click the Address Block button in the Write & Insert Fields group of the Mailings tab on the Ribbon.
D. Click the Address Block button in the Write & Insert Fields group of the Insert tab on the Ribbon.
139. Which of these would a rules field allow you to do?

A. Add special text to records that met certain criteria.
B. Add special text to each record in the mail merge.
C. Count the number of data records that were successfully merged.
D. All of these.

140. The only way you can see the results of a mail merge is to complete the mail merge and send the results to the printer.
(True or False?)
141. Which of the following is NOT a destination where you can send the results of a mail merge?
A. An e-mail message.
B. An Excel spreadsheet.
C. A new document.
D. A printer.
142. You can specify the type of label you are using by selecting its product number, such as Avery 5160, when creating
mailing labels. (True or False?)
143. You can enter an Outlook Contact's address in the Delivery address text box by clicking the Insert Address button.
(True or False?)
Quiz Answers
131. True. The mail merge process combines a Word document with data.
132. D. There isn't a spreadsheet mail merge document type.
133. True. Each row in a data source contains information that is unique to each recipient in a mail merge.
134. D. You can use an Excel spreadsheet, Access database, or Word document table as data sources in a mail merge.
135. C. You can add or remove recipients from the data source, update a recipient’s address, and sort the data source
alphabetically by last name from the Mail Merge Recipients dialog box.
136. True. Sort a list of records or recipients by clicking the column heading you want to use to sort the list.
137. A. Chevrons << >> indicate a merge field, where information is inserted during a mail merge.
138. C. Click the Address Block button in the Write & Insert Fields group of the Mailings tab on the Ribbon to insert an
address in a mail merge document.
139. D. Rules fields allow you to customize your mail merge all of these ways, and more.
140. False. You can preview the results of a mail merge to see what the data will look like once it has been inserted into a
document.
141. B. You can't send the results of a mail merge to an Excel spreadsheet.
142. True. You can specify the type of label you are using by selecting its product number.
143. True. This is a very easy way to enter a delivery address.

10
Using Like it or not, it’s likely that someday you
Document
will have to create a document with a
team of individuals. For example, you
might write a draft of a letter, have your
Collaboration
manager review it, make changes to it,
and get it back. Then you go back to the
document, make the changes, and then
Tools
send the document to its final destination.
The folks at Microsoft realized that
Tracking Revisions .......................................... 181 people often need to work together when
Change how tracked changes are creating documents, so they included a
displayed ................................................ 182 whole slew of features that enable several
people to work together to create and
Accepting and Rejecting Revisions ............... 183
update a document. Revisions, comments
Use the Ribbon ...................................... 183
Use the Reviewing Pane........................ 184
and versions are just a few of these
features. Some of the updated and new
Using Comments ............................................. 185 features in Word 2007, such as comparing
Insert a comment ................................... 185 side-by-side and a more expansive
Edit a comment ...................................... 185 document workspace, are huge assets in
Delete a comment .................................. 185
the collaboration process. And, if you
Review comments ................................. 186
Hide or display comments in a document decide you’re tired of having other people
............................................................... 186 work on your documents, you can always
password-protect them so that only you
Comparing and Combining Documents ........ 187 have access to them—something else this
Password Protecting a Document ................. 189 chapter covers.
Add a password to open a document .... 189
Add a password to modify a document . 189
Protecting a Document ................................... 191
Protect a document’s formatting ............ 191 Using Exercise Files
Protect a document’s content ................ 191 This chapter suggests exercises to practice
Add an exception ................................... 192 the topic of each lesson. There are two
ways you may follow along with the
Preparing Documents for Publishing and
Distribution....................................................... 193
exercise files:
Publishing a Document to a Document  Open the exercise file for a lesson,

Workspace........................................................ 194 perform the lesson exercise, and close
the exercise file.
lesson exercises for the chapter.

Using Document Collaboration Tools
Tracking Revisions  Exercise

• Exercise File: Seniors10-1.docx
If you do a lot of document collaboration with your
colleagues, you should seriously consider giving this • Exercise: Turn on tracking changes to make revisions:
Type ―Thank you for your interest in North Shore Travel!‖
lesson to them. Revising a document with tracked
at the beginning of the first body paragraph.
changes in Word works just like revising a document with Replace ―yourselves‖ in the last sentence of the second
a printed copy and a red pen; you can easily see the body paragraph with ―Pleasant Hills‖.
original text and any additions, deletions, or changes Replace ―great‖ in the last sentence of the second body
made to the document are highlighted. paragraph with ―wonderful‖.
Show the tracked revisions in balloons. Return to showing
Turn on tracking so the author can see the changes you the revisions inline.
recommend, and they still have control over which Turn off tracking changes.
changes are included in the final document.

Track Changes button in the Tracking group.
The button is highlighted, indicating that tracking is
turned on.
Other Ways to Track Changes:
Press <Ctrl> + <Shift> + <E>. Or, right-click the
status bar and select Track Changes from the list.
Click the Track Changes button in the status bar
to turn the feature on or off.
2. Edit the document—your revisions will be

highlighted.
The changes are highlighted as they are entered in the
document.
Tips
 To change the color used to mark changes, click
the Track Changes button list arrow and select
Change Tracking Options from the list.
These bars indicate

that a revision has
been made in the
paragraph.
Deleted and
Figure 10-1: Tracked and Highlighted changes shown inline in
replaced text.
a document.

Change how tracked changes are displayed

By default, tracked changes are shown inline with the
other text in the document. You can change the revisions
so that they are shown in balloons, and you can also
change the color of the revisions.
The changes are called ―markup‖.
 Show changes in balloons: Click the Balloons

button in the Tracking group on the Ribbon and select
Show Revisions in Balloons from the list.
 Display or hide markup: Click the Display for

Review list arrow and select an option from the list.
 Display or hide specific markup items: Click the

Show Markup button in the Tracking group to
display or hide specific markup items.
Figure 10-2: Tracked and Highlighted changes shown in balloons in a document.

Accepting and Rejecting  Exercise

Revisions
• Exercise: Open the Reviewing Pane and accept the first
Once a document has been revised using Word’s revisions
tracked change. Close the Reviewing Pane. Accept the
feature, you can review the proposed changes and decide ―Pleasant Hills‖ revision. Reject the ―wonderful‖ revision.
if you want accept the changes and make them part of the
document, or reject the changes. Revising documents
using Word’s revision features can save a lot of time,
Reject and
because the changes are already entered in your Move to Next
document—you merely have to accept or reject the
changes into your document.
Accept and Previous
Use the Ribbon Move to Next Change
Next
Change
Next Change button in the Changes group.
Word highlights the first revision in the document.
Decide if you want to accept the revision, or reject it.
2. Click Accept and Move to Next, or click Reject and

Move to Next in the Changes group.
The revision is accepted and incorporated into the
document, or rejected and removed from the
document. By default, the next revision in the
document is highlighted, so you can accept or reject
it.
Other Ways to Accept or Reject Changes:
Click the list arrow of the Accept or Reject button
to select a different option, as shown in Table
10-1: Accept or Reject Options. Or, right-click the Figure 10-3: Use the buttons in the Changes group to
revision and select the desired action from the accept and reject changes.
contextual menu.
3. Repeat until all proposed revisions are accepted or

rejected.
The proposed changes are either included or removed
from the document.
Table 10-1: Accept or Reject Options

Accept or Reject and This command occurs when the
Move to Next Accept or Reject button is clicked.
The proposed change is acted on and
the next change is highlighted.
Accept or Reject The highlighted change is accepted
Change or rejected.
Accept or Reject All Accepts or Rejects all changes that
Changes Shown are currently visible in the window.
Accept or Reject All Accepts or rejects every single
Changes in Document change in the document.

Use the Reviewing Pane

The Reviewing Pane is a great way to review all the
tracked changes in a document. It displays all of the
proposed changes in your document, the total number of
changes, and the number of changes of each type.

Reviewing Pane button in the Tracking group.
The Reviewing Pane appears in the window. A
summary of the revisions appears near the top of the
pane, while the actual revisions are grouped by
section in the document.
Tip: You can view the Reviewing Pane vertically
or horizontally in the window by clicking the list
arrow and selecting an option from the list.
2. Click a revision in the Reviewing Pane to select it in

the document.
You can now choose whether or not you want to
accept or reject the revision in the document.
3. Click the Accept or Reject button in the Changes

group.
Other Ways to Accept or Reject a Change:
Right-click the revision and select the desired
action.
The revisions disappear from the Reviewing Pane as
they are accepted or rejected in the document.
Figure 10-4: The Reviewing Pane placed vertically in the
window.
4. Click the Close button in the Reviewing Pane.
The Reviewing Pane is closed.
Tips
 When editing of a document is finished, you can
mark the document as final so that other people can’t
make changes, and the document is read-only. Click
the Microsoft Office Button and select Prepare 
Mark as Final from the menu.

Using Comments  Exercise
This lesson explains how to add comments to a document. • Exercise File: Seniors10-3.docx
Adding a comment to a document is like a sticking a Post- • Exercise: Select the text ―I am enclosing‖ at the beginning
It note to it. You can use Word’s comments feature to add of the third body paragraph. Insert a comment that says,
suggestions, notes, or reminders to your documents. You ―Can we add our web address here?‖ Hide comments in the
can add a comment virtually anywhere in a document. document. Show comments again, and edit the comment to
Comments appear on the document in bold-colored add the text, ―It’s www.northshoretravel.com.‖ Finally,
balloons that are almost impossible to miss, and are easy delete the comment.
to read.
Insert a comment
1. Place the insertion point, or select the text, where you

want to insert the comment.
If you select text, the text will be highlighted the
same color as the comment balloon.
Delete
2. Click the Review tab on the Ribbon and click the Comment
New Comment button in the Comments group.
The comment balloon is inserted.
Insert Previous
Comment Comment
3. Enter the comment text in the balloon.
Next
The comment is inserted in the document. Comment
Edit a comment
You can easily make changes to a comment simply by
typing in any comment balloon.
 Click in the comment balloon and edit the text as

needed.
Delete a comment
Delete a comment when it is no longer needed.
1. Select the comment balloon.

Select the balloon by clicking the text in the balloon.
2. Click the Review tab on the Ribbon and click the Figure 10-5: Comments appear in the margins of the
Delete Comment button in the Comments group. document.
Other Ways to Delete a Comment:

Right-click the comment balloon and select
Delete Comment from the contextual menu.

Review comments
You can easily review comments by jumping between
each comment in a document.
1. Click the Review tab on the Ribbon.
2. Use the Next Comment and Previous Comment

buttons in the Comments group to navigate through
the comments in the document.
The comments in the document are shown as you
click the Next and Previous buttons.
Hide or display comments in a document

If comments are distracting, you can easily hide them.
This does not remove them, it only hides them from view
temporarily.

Show Markup button in the Tracking group.
A list of items that are displayed in the document
appear. If the item has an orange checkmark next to
it, it is being displayed in the document.
Figure 10-6: Uncheck Comments in the Show Markup
2. Select Comments from the list. menu to hide comments in the document.
The comments are now hidden in the document.
Repeat to display comments once again.
Print comments
The last thing we’ll discuss with comments is how to print
them. Since they don’t print automatically, you must
change your print settings to include them.
1. Click the Office Button and select Print.

The Print dialog box appears.
2. Click the Print what list arrow and select Document

showing markup from the list.
This ensures that comments and any tracked changes
that still appear in the document will be printed along
with the rest of the document.
3. Click OK.
The document prints with the comments. Select what you want to be printed in the
document from the Print what list arrow.
Figure 10-7: The Print dialog box.

Comparing and Combining  Exercise

• Exercise File: Seniors10-3.docx and Seniors10-1.docx
Documents
• Exercise: Combine Seniors10-1.docx and Seniors10-
Comparing and combining documents lets you see the
3.docx in a new document.
difference between documents. For example, if you and a
co-worker have made changes to the same document in
separate files, you can combine them together so that all
the changes are incorporated into a single document,
saving time and increasing accuracy.
Click the Browse for
buttons to choose which
1. Click the Review tab on the Ribbon. Click the documents to merge.
Compare button in the Compare group and click
Compare.
A list of options you can use to merge the documents
appears:
Compare: Use this to see the differences between
two documents. Compares two documents and
displays what changed between them, without
changing the documents being compared. The legal
blackline comparison is displayed by default in a new
third document.
Combine: Use this to combine revisions from several
documents into one document. For example, if Steve,
Kitty, and Melissa are making revisions for Jon’s
document, they can combine their revisions into one
document. This makes it easier for Jon to incorporate Use the Show changes in
their revisions. options to determine how the
documents should be compared
2. Select Compare or Combine. or combined.
The Compare Documents or Combine Documents Figure 10-8: The Combine Documents dialog box.
dialog box appears.
3. Click the Original document list arrow and select

the document you want to use as the original.
The revised document will be compared to this
document.
Other Ways to Select the Original Document:
Select Browse from the list or click the Browse
for Original button to the right of the list arrow
and navigate to the file.
4. Click the Revised document list arrow and select the

document that contains the changes you want to
merge into the original document.
Any text in this document that is different from that
in the original document is shown as a tracked
change.
Other Ways to Select the Revised Document:
Select Browse from the list or click the Browse
for Revised button to the right of the list arrow
and navigate to the file.

5. Click More.
The settings you can use to change how the changes Table 10-2: Show Changes Settings
appear in the document are displayed.
Character Character differences between the documents
Comparison settings: Lets you choose which items level are shown as single characters rather than the
you want to appear when the documents are merged. whole word.
Word level This option is selected by default, and it is
Show changes: Lets you select the options for what easier to detect changes. It means that if a
you want the changes to appear. See Table 10-3: character in a word changes, the whole word is
Prepare a Document for Distribution Options for highlighted, not just a single character.
more description of these settings.
Original This option merges the results in the selected
document document. In this example, the Lesson 9A
6. Select the settings you want to use. document would open and display all the
differences between the documents.
7. Click OK.
Revised This option merges the results in the open
The results of the compare or combine are displayed. document document. In this example, the Seniors
Tips document would display all the differences
between the documents.
 Don’t try to compare and merge documents that don’t
New This option merges the results in a brand new
have similar content. The results will be very difficult document. This is a good option because the
document
to sort through. original documents are not changed.
Figure 10-9: The results of combining the two documents.

Password Protecting a  Exercise

Document
• Exercise: Add a password to open the document, and add
If you have a document you don’t want anyone else to see
another password to modify the document. Close the
or modify, such as a love letter or a Christmas list, you document. Use the passwords to open the document and
can password-protect, or encrypt, the document, change the opening text to ―Dear Wendy,‖
restricting access to only yourself or people who know the
password. You can assign security settings that require
users to enter a password to either open a document
and/or modify a document. This lesson will show you
how to add a password to a document, how to open a
password-protected document, and how to remove a
password.
Add a password to open a document

You can add a password to a document to open a
document.
1. Click the Office Button and select Prepare 

Encrypt Document from the menu.
The Encrypt Document dialog box appears.
2. Type a password in the Encrypt Document dialog

box.
You can type up to 255 characters for the password. Figure 10-10: The Encrypt Document dialog box.
Tip: Use strong passwords that combine

uppercase and lowercase letters, numbers, and
symbols. Passwords should be 8 or more
characters in length. A pass phrase that uses 14 or
more characters is better.
3. Click OK.
Tip: It is critical that you remember your
password. If you forget your password, Microsoft
cannot retrieve it. Store the passwords that you
write down in a secure place away from the
information that they help protect.
Add a password to modify a document

This password protects the document so that anyone can
open the document, but a password is required to modify
it.
1. Click the Office Button and select Save As from the

menu.
Figure 10-11: Open General Options from the Tools menu

in the Save As dialog box.

2. Click the Tools button and select General Options

from the list.
The General Options dialog box appears. Note that
there are two password text boxes here: one to open
the document, and one to modify the document.
3. Click the Password to modify text box and enter the

password.
4. Click OK.
Tips
 You can assign both passwords — one to access the
file and one to provide specific reviewers with
permission to modify its content. Make sure each
password is different from the other.
 To remove a password, open General Options and
remove the password from the Password to open or
Password to modify text box in which it was entered.
Figure 10-12: Adding passwords in the General Options

dialog box.
Figure 10-13: When an incorrect password is entered, the

Microsoft Office Word dialog box appears.

Protecting a Document  Exercise
You can protect the document’s formatting, protect • Exercise File: Seniors10-5.docx
specific portions of the document, and even grant • Exercise: Protect document formatting so that the
permissions for different users to modify specific parts of recommended minimum number of styles can be used.
the document. Sound confusing? Don’t worry—once you Protect the document contents so comments are the only
finish this lesson, everything will make a lot more sense. type of editing you can do in the document.
Protect a document’s formatting

Activating this protection will restrict the formatting in
the document to specific styles. It will also prevent users
from the ability to apply formatting directly to the
document. For example, another user couldn’t apply bold
formatting to a heading.

Protect Document button in the Protect group.
Click this to
The Restrict Formatting and Editing task pane control the
appears along the right side of the window. formatting
used in the
document.
2. Click the Limit formatting to a selection of styles
check box. Choose the
protection you
3. Click the Settings link to select the styles you want want to apply.
to use in the document. Apply an
exception to
The Formatting Restrictions dialog box appears. selected text.
To restrict the formatting in the document to the use
Add users to
of specific styles, select the check boxes of the styles the Exceptions
you want to use. list.
Protect a document’s content Click here to

apply the
Controlling the content of the document is another restrictions.
valuable restriction. This kind of document protection Figure 10-14: The Restrict Formatting and Editing task
hasn’t changed from earlier versions, but what has pane displays options for protecting the document.
changed is the ability to apply exceptions to the document
protection. For example, the entire document is ―Read
only‖ protected except certain areas that you designate.

The Restrict Formatting and Editing pane appears in
the Word window.
2. Click the Allow only this type of editing in the

document check box.
Notice that the drop-down menu below the check box
is now activated and the Exceptions area of the
Protect Document task pane appears.
First, choose the type of protection you want to use.
There are four options available:

 No changes (Read only): No editing or

modifying is allowed. You can add exceptions to
this type of restriction.
 Tracked changes: Any change or modification
made by the user is tracked and highlighted. (You
cannot use exceptions with this type of
protection.)
 Comments: Users cannot change or modify the
document text, but they can insert comments. You
can add exceptions to this type of restriction.
 Filling in forms: This option is only applicable in
documents where forms are used.
3. Select a type of protection from the drop-down menu.
Add an exception
After a document has been protected, you can add
exceptions to the protection.
1. Select the text you want to exempt from protection in

the document.
There are two ways to add exceptions to the protected
document:
 Click the Everyone check box to grant the
exception to everyone who views the document.
 Click the More users link and type the user names
or e-mail addresses separated by semi-colons and
click OK.
Tip: If you select more than one individual, the
individuals are added as an item to the Group box,
so you can easily select them again without
having to select them individually.
2. Add the exceptions as necessary.
3. Click the Yes, Start Enforcing Protection button to

begin protection.
4. (Optional) enter a password so that users who know

the password can remove the protection.
5. Click OK.
Tips
 Exceptions can only be applied to Comments and No
changes (Read only) editing restriction protection.

Preparing Documents for  Exercise

Publishing and Distribution
• Exercise: Remove document properties with the
Part of document collaboration is distributing documents
Document Inspector, and mark the document as final.
to other people. Word has several features that help you
make sure documents look and work the way you want
them to before you distribute them.
Word 2007 comes with several options that help you
prepare a document for distribution.
1. Click the Office Button, select Prepare and select

the option you want to use.
Table 10-3: Prepare a Document for Distribution
Options describes these options below.
Table 10-3: Prepare a Document for Distribution Options
Properties View and edit the document’s properties, such as the name of the author, keywords that identify the
document, and information such as the title or category assigned to the document.
Inspect Document Check the document for hidden information, such as personal information; custom XML data; headers,
footers and watermarks; and other hidden or embedded information. Because this hidden information can
reveal details about your organization or about the document itself that you might not want to share
publicly, you might want to remove this hidden information before you share the document with other
people.
Encrypt Document Add a password to the document so that only individuals with the password can open it.
Add a Digital Signature Add a digital signature to the document to be able to verify its integrity later on. You must be signed up
for signature services from Microsoft to add a digital signature.
Mark as Final This option marks the document as final so that other people receive it as a read-only file.
Run Compatibility Checker Use this option if you are sharing the document with users of earlier versions of Word.

Publishing a Document to a  Exercise

Document Workspace
• Exercise: Understand how to upload a document to a
If you have access to a SharePoint site online, you can shared workspace.
publish your document to a document workspace. A
document workspace allows you and your team to share
files via the Internet so you can all work together on a
document at the same time. By giving team members
access to a single document, they can work directly on the
document in the shared workspace, or work on their own
copy that they can regularly synchronize with the shared
workspace.
You will have to work with your network administrator to
get permission to create a shared workspace on your
organization’s SharePoint site, but this lesson will show
you how to get started.
Create a document workspace from an

Office file
If you are working on a file in Word that you would like
to publish to a document workspace, you can create a
document workspace directly from Word.
1. Make sure the file you want to create a workspace

from is open.
Figure 10-15: The Office Button menu.
2. Click the Office Button and select Publish 
Create Document Workspace from the menu.
The Document Management task pane appears.
3. Type a name for your workspace in the Document

Workspace name text box.
4. Click the Location for new workspace list arrow

and do one of the following:
 Click (Type new URL) and enter the Web address
of the SharePoint site where you want to create
the workspace.
 If your SharePoint site already appears in the list,
click it to select it.
5. Click the Create button in the Document

Management task pane. If you are prompted to save
the file, click Yes.
Depending on how your server and network is set up,
the procedure for creating a document workspace
Figure 10-16: The Document Management task pane.
may differ from the one described here.

Publish a document to a document

workspace
Once you have a SharePoint site and document workspace
all set up, you can start publishing documents to it.
1. Open the document that you want to publish to the

shared workspace.
2. Click the Office Button and select Publish 

Document Management Server from the menu.
The Save As dialog box appears. Here you need to
navigate to the server space where you want to
publish the file.
3. Select the server space you want to publish to and

click Open.
If you don’t see your server in the dialog box, type
the URL of the server into the File name box.
4. If necessary, click the name of the library or other

location that you want to save the file to (such as
Shared Documents) and click Open.
5. Type a name for the file in the File name box and
click Save.
Depending on how your server and network is set up,
the procedure for publishing a document to a
document workspace may differ from the one
described here.
Table 10-4: Collaboration Options under the Office Button
Send Choose this option to send the document via e-mail or fax. You can also choose to send the document via e-mail as a PDF
or XPS document (provided you have installed the add-in that enables Word to create PDFs).
Publish Publish the document to a blog (provided the document is a new blog post document).

Using Document Collaboration
Tools Review
Quiz Questions
144. How can you track changes in a Word document?

A. Press <F1>.
B. Click the Track Changes button in the Revisions group of the Edit tab on the Ribbon.
C. Click the Track Changes button in the Tracking group of the Review tab on the Ribbon.
D. You have to buy Microsoft's Track Changes Add-In for Microsoft Word.
145. Revisions only allow you to view changes that were made to a document — you can't accept or reject the revisions.
(True or False?)
146. By default, revisions are shown inline with text. (True or False?)
147. You can use the Reviewing Pane to accept or reject all the changes in a document. (True or False?)
148. Which of the following is NOT a good example of when to insert a comment?
A. To add a suggestion to a document that you are reviewing.
B. To remind yourself to add a works cited page — or to quit plagiarizing so much!
C. To make a change or revision to a document that you can later accept or reject.
D. To leave a note for a co-worker who is reviewing the document.
149. Your boss sends you edits to a report you made for work. What is the fastest, easiest way to compare differences
between the original document and the modified document?
A. Click the Compare button and select Compare from the Review tab in the Compare group on the Ribbon.
B. Send the documents to an online editing service.
C. Click the Combine button and select Combine from the Review tab in the Combine group on the Ribbon.
D. There is no quick way, you must go through both documents by yourself, word by word.
150. You can password protect a document from being opened and/or modified. (True or False?)
151. The Restrict Formatting and Editing task pane can NOT do which of the following?
A. Apply exceptions to the protection in specific areas of the document.
B. Protect your document from viruses.
C. Protect the formatting in a document.
D. Protect document content.
152. You can convert documents into PDF format in Word 2007. (True or False?)
153. When a document is saved onto a shared workspace:

A. Coworkers can work on the document and synchronize the results.
B. Coworkers can work on the document but they are not able to share the results.

C. Coworkers can view the document but are not able to make changes.
D. Coworkers can create a SharePoint server that allows administrators to use Word.
Quiz Answers
144. C. Click the Track Changes button in the Tracking group of the Review tab on the Ribbon to track changes in a
document.
145. False. You can accept or reject any revisions made to a document.
146. True. By default, revisions are shown inline with text, but they can be shown in balloons instead.
147. True. The Reviewing Pane displays all the tracked changes in a document. You may reject or accept all of these
changes in the Reviewing Pane.
148. C. Use Word's Track Changes feature to make changes that you can accept or reject.
149. A. Click the Compare button and select Compare from the Review tab in the Compare group on the Ribbon to see the
differences between two similar documents.
150. True. You can password protect a document from being opened and/or modified.
151. B. You cannot protect a document from viruses in the Restrict Formatting and Editing task pane.
152. True. Convert a document into PDF format by selecting Send under the Office Button.
153. A. When a document is saved onto a shared workspace, coworkers can work on the document and synchronize the
results.

11
Working with If you’re considering writing a long
Outlines, Long
report, thesis paper, or book, then this is
the chapter for you. In this chapter we’ll
take a look at how Word can help you
Documents, and
work with outlines and long documents. If
you still remember your English classes
from days gone by, you may remember
References that creating an outline is the first step

when making a report, which is where this
chapter starts.
Creating a Document in Outline View ............ 200
View a document in Outline view ........... 200 Once you have created a long document,
Demote a heading.................................. 200 you will learn how to add cross-
Demote to body text ............................... 200 references, bookmarks, footnotes, a table
Promote a heading ................................ 201 of contents, an index, a bibliography and
Promote to Heading 1 ............................ 201 other reference tools you may not have
Rearrange an outline ............................. 201 known you could do with a word
Numbering an Outline ..................................... 202 processor.
Viewing an Outline. .......................................... 203
Display all headings above a specific level
............................................................... 203
Using Exercise Files
Expand a heading .................................. 203
Collapse a heading ................................ 204
Display all levels .................................... 204 the topic of each lesson. There are two
Display first line of body text under a ways you may follow along with the
heading .................................................. 204 exercise files:
Working with Master Documents ................... 205  Open the exercise file for a lesson,
Open Master Document view................. 205 perform the lesson exercise, and close
Expand subdocuments .......................... 205 the exercise file.
Insert a subdocument ............................ 206
Make a subdocument part of the master  Open the exercise file for a lesson,
document ............................................... 206 perform the lesson exercise, and keep
Remove a subdocument ........................ 206 the file open to perform the remaining
Using Bookmarks ............................................ 207 lesson exercises for the chapter.
Insert a bookmark .................................. 207 The exercises are written so that you may
Go to a bookmark .................................. 207 ―build upon them‖, meaning the exercises
Using Cross-references .................................. 209 in a chapter can be performed in
Insert a cross-reference ......................... 209 succession from the first lesson to the last.
Creating a Table of Contents Using Heading
Styles ................................................................ 210
Mark text with built-in headings.............. 210
Insert a built-in table of contents ............ 210
Insert a table of contents........................ 210
Update the table of contents .................. 211
Creating a Table of Contents Using TC Entries
........................................................................... 212

Create a table of contents entry............. 212
Insert a table of contents from TC fields 213
Working with Picture Captions ...................... 214
Insert a picture caption .......................... 214
Insert a table of figures .......................... 214
Creating an Index ............................................ 216
Insert an index entry .............................. 216
Insert an index ....................................... 217
Using Footnotes and Endnotes ..................... 218
Insert a footnote ..................................... 218
Insert an endnote ................................... 218
View a footnote or endnote .................... 219
Edit a footnote or endnote ..................... 219
Delete a footnote or endnote ................. 219
Using Citations and Bibliographies ............... 220
Add a source to the Source Manager .... 220
Insert a citation from the Source Manager
............................................................... 220
Insert a bibliography .............................. 221

Working with Outlines, Long Documents, and References
Creating a Document in  Exercise

• Exercise File: None.
Outline View
• Exercise: Open a new blank document in Word. Open the
This lesson provides an overview of how to create the document in Outline View. Type ―Executive Summary‖ and
outline of a document. press <Enter>. Type ―Assessment‖ and press <Enter>.
Type ―Current Environment‖ and demote the heading.
Type two more level 2 headings: ―Business Needs‖ and
View a document in Outline view ―System Strategies‖.
Outline view makes it much easier to create, view, and Promote ―System Strategies‖ to Level 1 and type two
organize an outline. subheadings under it: ―Hardware‖ and ―Software‖.
Enter this body text under the ―Software‖ subheading: ―The
proposed operating system of North Shore Travel is
1. Click the View tab on the Ribbon and click the Windows Vista.‖
Outline button in the Document Views group.
Other Ways to Open Outline View:
Click the Outline button located on the status bar
at the bottom of the document window.
By default, Level 1 is the selected style, which is the
highest level in an outline. The Level 2 style is the Promote Outline Demote
next level, all the way down to Level 9. Level
Promote to Demote to Body
Heading 1 Text
Demote a heading
Move Up Collapse
In Outline view, it’s easy to change heading styles. For
example, you could demote a Level 1 to Level 2. Move Down Expand
1. Place the insertion point in the heading.
2. In Outline view, click the Outlining tab on the

Ribbon and click the Demote button in the Outline
Tools group.
Other Ways to Demote a Heading:
Place the insertion point at the end of the line and
press <Tab>. Or, press <Alt> + <Shift> + <>.
Or, click the Outline Level list arrow in the
Outline Tools group.
The heading’s formatting changes down a level in the
outline. When a heading is demoted, its subordinate
headings are not demoted with it.
Outline button
Demote to body text Figure 11-1: The document displayed in Outline view.
Body text does not show up as a heading in the outline.

Ribbon and click the Demote to Body Text button in
the Outline Tools group.
Other Ways to Demote to Body Text:
Click the Outline Level list arrow in the Outline
Tools group and select Body Text from the list.

When body text is inserted under a heading, a plus

sign appears next to the heading indicating that there
is text beneath it.
Promote a heading
Here’s how to promote a heading to the next highest level.

Ribbon and click the Promote button in the Outline
Tools group.
The heading is promoted to the next highest level.
Other Ways to Promote a Heading:
Place the insertion point at the end of the line and
press <Shift> + <Tab>. Or, press <Alt> +
<Shift> + <>. Or, click the Outline Level list
arrow in the Outline Tools group.
Promote to Heading 1
Here’s how to promote a heading to the highest level in
the outline, Heading 1.

Ribbon and click the Promote to Heading 1 button
in the Outline Tools group.
Other Ways to Promote to Heading 1:
Click the Outline Level list arrow in the Outline
Tools group and select Level 1 from the list.
The heading level is changed.
Rearrange an outline
You can easily rearrange the topics in an outline by
moving the headings and subheadings in the document.

Ribbon and click either the Move Up button or Move
Down button in the Outline Tools group.
Other Ways to Rearrange Headings:
Click and drag the heading’s outline symbol to a
new location in the outline.
The heading and all of its subordinate headings and
text are moved.

Numbering an Outline  Exercise

• Exercise File: Executive Summary.docx
What would an outline be without the numbers? Actually
you will probably choose not to apply numbering to the • Exercise: Open the document in Print Layout view. Select
all the text in the document and apply this
headings in most of your documents. If you do decide that
multilevel list style to the outline.
you want the heading levels in your document to be
numbered, however, this lesson explains how to do it.
1. Select the headings and text you want to number.

Apply a multilevel numbering scheme that numbers
headings accordingly.
2. Click the Home tab on the ribbon and click the

Multilevel List button in the Paragraph group.
There are several multilevel list numbering options.
To number an outline that already is organized by
heading levels, select an option that has Heading
highlighted in gray after the numbering scheme.
For example, Heading 1 will be numbered the highest
level of the multilevel numbering scheme, Heading 2
will be numbered the next highest level in the
multilevel numbering scheme, and so on.
3. Select the numbering scheme you want to use from

the list. Figure 11-2: An outline with multilevel numbering.
The outline numbering is applied to the headings in

the document.

Viewing an Outline  Exercise

• Exercise File: Proposal11-1.docx
As a document grows longer and longer, it can become
increasingly difficult to see its overall structure. Outline • Exercise: Open the document in Outline view. Show the
Level 1 outline level. Show the Level 2 outline level.
view can tame even the longest, wildest documents
Expand the Long Range Plan heading, then collapse it
(provided they are organized by heading styles) and help again. Show all levels in the outline, then show the first line
you separate ―the forest from the trees.‖ under each heading.
Outline view lets you decide how much of your
document’s structure you want to see. You can collapse a Choose the
heading and hide its subheadings and text, and expand a outline level you
Show the text in want to display.
collapsed heading to display its subheadings and text. the formatted
styles used for Show the first
Display all headings above a specific level each heading line of body text
level. under each
This command lets you view headings that are at or above heading.
a certain level. For example, choosing Level 2 displays all
Heading 2 and Heading 1 headings.

Ribbon and click the Show Level list arrow in the
2. Select a level from the list.

The level you selected and all headings above it are
displayed. All other headings and body text are
collapsed.
Expand a heading
The plus symbol indicates this heading contains
subheadings and body text. Expand the heading to display
anything under it. Figure 11-3: The outline with Level 1 displayed.
1. Make sure the insertion point is in the heading.

Ribbon and click the Expand button in the Outline Expand Collapse
Tools group.
Other Ways to Expand a Heading:
Double-click the heading’s plus symbol. Or, press
<Alt> + <Shift> + <+>.
The heading expands, displaying subordinate text and
subheadings.
Double-click a
heading to
expand or
collapse it.
Figure 11-4: The outline with the Long Range Plan

heading expanded.

Collapse a heading
You can also collapse the heading to hide any
subheadings and text under it.
1. Make sure the insertion point is in the heading.

Ribbon and click the Collapse button in the Outline
Tools group.
Other Ways to Collapse a Heading:
Double-click the heading’s minus symbol. Or,
press <Alt> + <Shift> + <_>.
The heading collapses, hiding subordinate text and
subheadings.
Display all levels

Figure 11-5: The outline with all levels shown.
All of the text levels are now displayed with this
command, including body text.

Ribbon and click the Show Level list arrow in the
2. Select All Levels from the list.

All the levels in the outline are displayed.
Display first line of body text under a

heading
Instead of viewing all of the subordinate text in a
document, sometimes it is useful to view only the first
line of the body text under each heading.

Ribbon and click the Show First Line Only check
box in the Outline Tools group.
Only the first line of body text under each heading is
shown. This gives you an idea of the content under
each heading, without having to see all of the body
text.
Figure 11-6: The outline with only first lines displayed.

Working with Master  Exercise

• Exercise File: Proposal11-2.docx, Recycling Needs.docx,
Documents and Bob’s Report.docx
All you have to do to create a master document is insert • Exercise: Open the Proposal11-2.docx document in
one or more subdocuments into any document. Master Document view and expand the Recycling Needs
subdocument.
Once you have created a master document and its Make the Recycling Needs subdocument part of the main
subdocuments, you can start working on it. If the master document.
document is stored on a network, several users can open Insert the Bob’s Report document at the end of the
and work on their own subdocuments at the same time. Proposal11-2.docx document.
You can modify, rearrange, and delete the subdocuments
in a master document. You can even convert a
subdocument into the master document, so that it is
actually part of the master document, instead of saved in a
separate subdocument.
In this lesson, you will learn how to create a master
document, how to delete a subdocument, and how to Expand/Collapse
convert a subdocument into the master document. Subdocuments
Open Master Document view

First, you need to open Master Document view, which is
part of Outline view.
1. Open a document in Outline view.

Ribbon and click the Show Document button in the
Master Document group.
The commands for creating and working with a
master document appear.
Expand subdocuments
When a master document is opened, the subdocuments
appear as links. To view the contents of the subdocuments
rather than the links, expand the subdocuments.

Ribbon and click the Expand Subdocuments button
in the Master Document group.
Figure 11-7: A master document with expanded
Other Ways to Expand Subdocuments: subdocument.
Print Preview the document and click Yes to
expand the subdocuments.
The contents of the subdocuments are expanded in
outline view. Go back to Print Layout view if
necessary.

Insert a subdocument
A master document is a good way to create a long
document that has several individual sections, like
chapters in a book.

Ribbon and click the Insert Subdocument button in
the Master Document group.
The Insert Subdocument dialog box appears.
 Tip: Click the Show Document button in the
Master Document group if the Master Document
commands aren’t visible.
Trap: Any existing subdocuments need to be
expanded before you can insert a new one.
2. Select the document you want to insert and click Figure 11-8: Select the subdocument you want to insert in
Open. the master document in the Insert Subdocument dialog
box.
The subdocument is inserted in the document. You
can see that the subdocument has a thin black border
surrounding it.
Make a subdocument part of the master

document
Removing a subdocument puts the content of the
document into the main document, rather than linking it to
the subdocument file. Bob’s Report
1. Select the subdocument.

New Product Status Report
You can either select the entire subdocument, or just
place your insertion point in the subdocument. C:\Practice\Bob’s Report
2. In Outline view, click the Outlining tab on the Jim’s Report

C:\Practice\Jim’s Report
Ribbon and click the Unlink button in the Master
Document group.
C:\Practice\Sue’s Report
The link to the subdocument is removed and the
content of the subdocument is copied into the master
document.
Sue’s Report
Remove a subdocument
If you find that you do not want to include a subdocument
in the master document after all, you can remove it from
the master document.
Figure 11-9: An example of how subdocuments are
1. In Outline view, click the subdocument’s icon and inserted in a master document.
press <Delete>.
The subdocument is removed from the master
document. This does not remove the content from the
subdocument, however.
Tip: A subdocument must be removed before the
master document is saved.

Using Bookmarks  Exercise

A bookmark in Word is just like a bookmark that you
would use to mark your place in a novel. You use • Exercise: Select the ―Long Range Plan‖ heading and
insert a LongRangePlan bookmark. Go to the beginning of
bookmarks in Word to mark a location in a document so
the document, then quickly jump to the LongRangePlan
that you can quickly find and jump back to that location. bookmark you just inserted.
Bookmarks can also be used to create cross-references.
For example, you could bookmark a paragraph about
armadillos and then create a cross-reference to that
bookmark.
Add the bookmark
Type a name for Existing you entered in the
Insert a bookmark the bookmark. bookmarks appear Bookmark name
in this list. box.
Bookmarks can be used as markers in a document. They
can also be used to run certain fields in Word. For
example, one of the Rules fields in a mail merge requires
a bookmark to be used.
1. Place your insertion point or select the text where you

want to insert the bookmark.
If you want to use a bookmark for a certain field in
Word, you will probably select text to insert the
bookmark for that purpose.

Bookmark button in the Links group.
The Bookmark dialog box appears.
3. Enter a name for the bookmark. Figure 11-10: The Bookmark dialog box.
Bookmarks can be from 1 to 40 characters in length,
must begin with a letter, and can only contain
numbers, letters, or the underscore character—no
spaces.
4. Click Add.
The dialog box closes and the bookmark is inserted in
the document.
Go to a bookmark
Once a bookmark is inserted, you can use the bookmark
to quickly jump to the location in the document.
Other Ways to Open the Go To Dialog Box:
Press <Ctrl> + <G>.
A list of editing options appears.
Tip: If the Ribbon is not wide enough, the Editing
group will appear as the Editing button.

2. Select Go To from the list.

The Go To tab of the Find and Replace dialog box
appears.
3. Select Bookmark in the Go to what list.
4. Click the Enter bookmark name list arrow and

select the bookmark name.
5. Click the Go To button.

The Find and Replace dialog box closes and the
insertion point jumps to the location in the document.
Other Ways to Go To a Bookmark:
Open the Bookmark dialog box, select the
bookmark and click Go To.
…then select the

bookmark’s name
Select Bookmark from the list and
from the Go to what click Go To.
list…
Figure 11-11: The Go To tab of the Find and Replace dialog box.

Using Cross-references  Exercise

A cross-reference points the reader to another part of the
document where they can find more information about • Exercise: Place your insertion point after the word
―limitations‖ in the Windows 2003 Server paragraph on
something, such as: ―See Penguin Feeding Behaviors on
Page 3. Type ―See‖ and insert a cross-reference to the text
Page 17 for more information.‖ When the page number is of the Hardware heading. Type ―on page‖ and insert a cross-
cross-referenced, the reference will automatically update reference to the page number of the Hardware heading.
if the page number changes. For example, if Page 17 all
of a sudden became Page 14, the cross-reference would
automatically update to say ―Page 14‖.
Select the type of item for Select the information you
Insert a cross-reference which you want to create a want to include in the cross-
cross-reference. See Table reference. See Table 11-1:
Before inserting a cross-reference, make sure you know 11-1: What Can Be Included What Can Be Included in a
what it is that you want to reference. in a Cross-Reference for Cross-Reference for more
more information. information.
1. Place your insertion point where you want to insert

the cross-reference.

Cross-reference button in the Links group.
The Cross-reference dialog box appears, as shown in
Figure 11-12.
3. Click the Reference type list arrow and select the

type of item you want to reference.
You can cross-reference many types of items such as
bookmarks, headings, and more. The first thing you
have to do is specify which type of item you want to
cross-reference.
Select the item you want to
4. Click the Insert reference to list arrow and select the cross-reference.
item you want to reference.
Figure 11-12: The Cross-reference dialog box.
The items that are available for the reference are
displayed in the ―For which numbered item‖.
5. Select the item you want to reference to in the For Table 11-1: What Can Be Included in a Cross-
which… box. Reference
You can cross- Cross-references can include this

6. Click Insert. reference these items: information:
The cross-reference field is inserted in the document. Numbered Items Entire caption
Tips Example: See Figure 3-2: Rainfall.
Headings
 Cross-reference fields need to be updated if the item Bookmarks Only label and number
they reference is moved. You can manually update a Example: See Figure 3-2.
cross-reference by right-clicking the cross-reference Footnotes
and selecting Update Field. Or, have Word update Endnotes Page number
your document’s fields. Click the Microsoft Office Example: See Page 10.
Equations
button and select Word Options. Click the Display
category and make sure the Update fields before Figures Only caption text
printing check box is selected. Example: See Rainfall.
Tables

Creating a Table of Contents  Exercise

Using Heading Styles
• Exercise: Insert a built-in table of contents at the bottom
Word can easily create a table of contents for your of the first page of the document. (Text has already been
documents using the document’s heading styles for the marked with heading styles.)
headings in the table of contents. For example, paragraphs
formatted with the Heading 1 style would be main
headings in the table of contents, and paragraphs
formatted with the Heading 2 style would be sub- Heading 1 ....................................... 1
headings, and so on. Heading 2 .................................... 2
Heading 3 ........................... 4
Mark text with built-in headings Heading 3 ........................... 6
Heading 2 .................................... 7
The easiest way to create a table of contents is by
applying built-in styles to the text you want to include in Heading 1 ....................................... 9
the table of contents.
Figure 11-13: An example of how the table of contents is
1. Select the heading to which you want to apply a compiled using heading styles.
heading style.
2. Click the Home tab on the Ribbon. Select the

heading you want to use in the Quick Style gallery in
the Styles group.
The heading style is applied to the text.
Tip: If you don't see the style that you want, click
the More button to expand the Quick Style
gallery.
Insert a built-in table of contents

Microsoft Word comes with built-in tables of contents.
This is the simplest way to insert a table of contents in
your document. However, you can’t control how the table
of contents appears as much as if you insert a different
table of contents.
1. Place the insertion point where you want the table of

contents.
2. Click the References tab on the Ribbon and click the

Table of Contents button in the Table of Contents
group.
A list of built-in tables of contents appears.
3. Select the built-in table of contents you want to use. Figure 11-14: Built-in table of contents. This is the easiest
way to insert a table of contents.
The table of contents is inserted in the document.
Insert a table of contents

Inserting a table of contents this way allows you to
control how the text of the table of contents appears, and
other aspects, such as if page numbers appear.


contents to be.
This is probably near the beginning of the document.

group.
A list of table of contents options appears.
3. Select Insert Table of Contents from the list.

The Table of Contents dialog box appears.
A preview of how the table of contents would look
with the selected format appears in the Print Preview
box. You can choose a different format for the table
of contents.
Figure 11-15: The Table of Contents tab of the Table of
4. Click the Formats list arrow and select the format Contents dialog box.
you want to use.
A preview of the format appears in the Print Preview
area of the dialog box. Table 11-2: Table of Contents Dialog Box
Show page Check or uncheck this setting to include

5. Format the settings of the table of the contents. numbers page numbers in the table of contents.
A list of the different settings is described in Table Right align page If this setting is not selected, the page
11-2: Table of Contents Dialog Box. numbers numbers will be shown right after the
heading in the table of contents.
6. Click OK. Tab leader Select a dotted, dash, or line tab leader
The table of contents is inserted in the document. between the heading and the page
number.
Update the table of contents Formats Select how the formatting of the table of
contents appears in the document.
If the content of the document changes, you can easily
update the table of contents to include new and changed Show levels Choose which outline levels you want to
information. include in the document. You can display
up to nine levels in the table of contents,
according to the outline.
Options Choose what you want the table of
Update Table button in the Table of Contents group.
contents to be built from: styles, outline
A dialog box appears, asking what you want to levels, or table entry fields.
update.
2. Click Update page numbers only or Update entire

table. Click OK.
Other Ways to Update the Table of Contents:
Right-click the table of contents and select
Update Field from the contextual menu. Or, click
anywhere in the table of contents and press <F9>.
Or, if you’re using a built-in table of contents,
click the Update Table button on the Content
Manager tab.
Figure 11-16: The Update Table of Contents dialog box.

Creating a Table of Contents  Exercise

Using TC Entries
• Exercise: Create a table of contents entry that says ―A
In the previous lesson, you learned how to create a table Look at the Problem‖ at the beginning of the Executive
of contents the fast and easy way—by using heading Summary heading on page 3. Create another table of
styles. Most of the time you will want to create a table of contents entry for the ―Corporate Intranet‖ text on page 4.
contents using the heading style method, but there may be Update the table of contents at the beginning of the
document to include TC fields.
a time when you need to use something more advanced—
using TC (table of contents) entries.
Inserting TC entries to indicate table of contents entries
isn’t nearly as fast as the heading style method, but it
provides more flexibility. For example, if your document
doesn’t contain any heading styles or outline levels—but
Type what you
you still want a table of contents—use TC entries. Or, if want to appear in
you want to use text that is different from your the table of
document’s heading styles in the table of contents, you contents entry.
would use TC entries to create a table of contents that Select the level
uses the text you want. of the table of
contents entry.
There are several benefits to using a table of contents
created with TC entries:
Figure 11-17: The Mark Table of Contents Entry dialog
 No styles are required. box.
 You can use several tables of contents that contain
different information in the same document.
Create a table of contents entry

Mark text you want to include in the table of contents by
assigning a level to it.

table of contents entry.
You can also select text that you want to create the
table of contents entry from, and the text will appear
in the table of contents dialog box.
2. Press <Alt> + <Shift> + <O>.

The Mark Table of Contents Entry text box appears.
If you selected text before opening the dialog box, it
appears in the Entry text box.
3. Enter the text you want to appear in the table of

contents in the Entry text box.
There are two other specifications you need to make
in the dialog box:
 Table identifier: Assign the TC entry to a specific
table in the document. For example, you could
have a different table of contents for each section
of a document.
 Level: Assign a level to the text. Main headings
are level 1, and so on.

4. Enter the table and level settings you want to use and
click Mark.
The entry is inserted in the document.
5. Click Close.
The dialog box is closed.
Insert a table of contents from TC fields

Once the TC fields are inserted, you can create the table
of contents from the TC fields. You may also change table
settings so that it simply includes the TC entries with the
rest of the table of contents.

contents.

group.
A list of table of contents options appears.
3. Select Insert Table of Contents from the list.

The Table of Contents dialog box appears.
4. Click Options.
The Table of Contents Options dialog box appears.
Select the check boxes for how you want to build the
Builds a table of contents by using TC fields instead of, or in
table of contents. addition to, styles.
5. Click the Table entry fields check box. Figure 11-18: The Table of Contents Options dialog box.
You can also remove check boxes from the other
options to avoid including them in the table of
contents with the TC fields.
6. Click OK.
7. Click OK.
The table of contents is inserted in the document.
Tips
 To insert table of contents with different table
identifiers, insert the table of contents field. Select
the table of contents field, right-click the field and
select Toggle Field Codes. After the f switch in the
code, enter the letter of the field identifier. For
example, if you wanted all TC fields for table C to
appear, the field would look like this:
{TOC \O "1-3" \f c} where ―1-3‖ are the levels in the
table of contents and ―c‖ is the table identifier.

Working with Picture Captions  Exercise

Captions and tables of figures are a great way to organize
and reference documents that have a lot of pictures. • Exercise: Insert a caption that says, ―Dell Latitude D630
laptop‖ under the laptop picture on page 5.
Insert a picture caption

If you have diagrams or pictures in your document that
you want to label and reference, inserting captions is one
of the easiest ways to do this.
1. Select the picture you want to caption.

Insert Caption button in the Captions group.
The Caption dialog box appears.
By default, the caption label ―Figure 1‖ appears in
the Caption text box. Figure 11-19: The Caption dialog box.
3. Enter the caption after the text in the Caption text

box.
There are several different options you can use to Table 11-3: Caption Options
change the caption settings in the dialog box. See Label Choose from three preset labels: Figure,
Table 11-3: Caption Options for more information Equation, Table.
about these settings. Position Insert the caption below or above the selected
item.
4. Click OK.
Exclude label Select this check box so that only the text
The caption is inserted. from caption you enter is included with the picture. The
label and number are not included.
Tips
New Label Create a new label to choose from under the
 The number in the caption automatically updates if Label list arrow.
the picture is moved in the document.
Delete Label Remove a label you created under the New
Label button.
Insert a table of figures
Numbering Change the numbering format of numbers in
Once captions have been inserted, you can insert a table the caption labels. For example, include the
of figures. This is very similar to a table of contents: it chapter number in the label.
displays each caption and the page on which that caption AutoCaption Choose this option to automatically add a
appears. caption when certain items are inserted in the
document.
contents.
This is probably near the beginning of the document.
2. Click References tab on the Ribbon and click the

Insert Table of Figures button in the Captions
group.
The Table of Figures dialog box appears.
A preview of how the table of figures would look
with the selected format appears in the Print Preview
box. You can choose a different format for the table
of contents.

3. Click the Formats list arrow and select the format

you want to use.
A preview of the format appears in the Print Preview
area of the dialog box.
Table 11-4: Table of Figures Settings
4. Format the settings of the table of the figures.
Show page Check or uncheck this setting to include
A list of the different settings is described in Table numbers page numbers in the table of contents.
11-4: Table of Figures Settings.
Right align page If this setting is not selected, the page
numbers numbers will be shown right after the
5. Click OK. heading in the table of contents.
The table of figures is inserted in the document. Tab leader Select a dotted, dash, or line tab leader
between the heading and the page
number.
Formats Select how the formatting of the table of
contents appears in the document.
Caption label Choose text to appear in front of the
caption: None, Equation, Figure, Table.
Include label and If this check box is not selected, only the
number text of the caption will appear in the table
of figures. The captions will not be
labeled or numbered.
Options Choose what you want the table of
contents to be built from: styles, outline
levels, or table entry fields.

Creating an Index  Exercise

An index can usually be found at the end of a document,
and lists the words and phrases in a document, along with • Exercise: Create an index entry for the ―Hardware‖
heading on page 4. Create an index entry for all instances of
the page numbers they appear on. There are two steps
―Windows Vista‖.
involved in creating an index: defining which word(s) you Insert a one-column modern index at the end of the
want to appear in the index, and then inserting the index. document.
Insert an index entry

To include a word or phrase in the index, you must mark The text that
it with an index entry. will appear in
the Index goes
here.
1. Select the text you want to include in the index.
Enter index
You may also just place the insertion point where you subentries here.
want to insert the index entry and then enter the text
in the dialog box. Specify the type
of index entry
2. Click the References tab on the Ribbon and click the you want to
create. Current
Mark Entry button in the Index group. page is the
most common
Other Ways to Mark an Index Entry: option.
Press <Alt> + <Shift> + <X>.
The Mark Index Entry dialog box appears.
3. Select the type of index entry you want to insert.

There are three different types to choose from:
 Cross-reference: Adds a cross-reference as an Marks the index Marks all occurrences of the
index entry instead of a page number. entry you text in the document. Use
selected. with caution!
 Current page: Lists the current page number for
the selected index entry. This is the default option. Figure 11-20: The Mark Index Entry dialog box.
 Page range: Lists a range of pages that are

included in the bookmark that you click in the
Bookmark list. You must first mark the range of
pages with a bookmark.
4. Click Mark or Mark All.

Mark All marks every occurrence of the text in the
document as index entries, whereas Mark only
includes an entry for the single occurrence.
Tip: Be careful if you use Mark All—you may
end up with a lot of meaningless index entries that
you really didn’t want.
Figure 11-21: A preview a one-column index in modern
5. Click Close when you are finished marking entries. format.
The dialog box closes.
Tips
 Index entries are invisible and will not be printed.
However, you can see them when the Show/Hide All
button is set to show all.

Insert an index
Once index entries have been inserted, you’re ready to
insert the index.

the index.
Usually you will want to insert the index at the end of
the document.

Insert Index button in the Index group.
The Index dialog box appears.
3. Specify formatting options for the index.

There are several options for specifying how the
index will appear in the document, such as the
Formats list, which changes the formatting of the
index.
4. Click OK.
The index is inserted in the document.
Select how many columns

you want to appear in the
index.
Select how you

want the index to
be formatted.
Figure 11-22: The Index dialog box.

Using Footnotes and  Exercise

Endnotes
• Exercise: Insert a footnote after the text ―Network Internet
You’re probably already familiar with footnotes and/or Connection‖ on page 4 that says, ―Using Fast-Connect as an
endnotes if you have ever had to write a paper for an Internet Service Provider.‖ Edit the footnote so it reads,
English class. Footnotes and endnotes explain, comment ―Using Quick-Connect as an Internet Service Provider.‖
on, or provide references for text in a document. View the footnote, then delete it.
Footnotes appear at the bottom, or the foot, of each page
in a document, while endnotes appear at the end of a
document. Other than that, they work the same way.
Footnotes and endnotes have two linked parts: the note
reference mark (usually a number) and the corresponding
footnote or endnote. Word automatically numbers
footnote and endnote marks for you, so when you add,
delete, or move notes, they are automatically re-
numbered.
Insert a footnote
A footnote appears on the same page as the text it
explains.

footnote.

Insert Footnote button in the Footnotes group.
Figure 11-23: A footnote is inserted at the bottom of the
Word inserts a footnote number at the insertion point page in a document.
and moves the insertion point to the bottom of the
page, where you can type the footnote.
3. Type the footnote in the footnote area.

The footnote is inserted.
Insert an endnote
An endnote appears at the end of the section or document.

endnote.

Insert Endnote button in the Footnotes group.
Word inserts an endnote number at the insertion point
and moves the insertion point to the bottom of the
page, where you can type the endnote.
3. Type the endnote in the endnote area.

The endnote is inserted.

View a footnote or endnote

You don’t have to scroll down to the bottom of the page
or the end of the document to view what a footnote or
endnote says.
1. Position the pointer over the footnote or endnote

number for several moments.
The contents of the footnote or endnote appear in a
small pop-up window. Figure 11-24: A preview of the footnote in the document.
Edit a footnote or endnote

You don’t have to scroll down to the bottom of the page
or the end of the document to edit a footnote or endnote.
1. Double-click the footnote or endnote number.

Word jumps to the footnote text.
2. Edit the text in the footnote or endnote.

Once the text is edited, you can return to the rest of
the document.
Delete a footnote or endnote

Deleting a footnote or endnote is easy.
1. Select the footnote or endnote number and press the

<Delete> key.
The footnote or endnote number and reference are
deleted.
Tips
 Click the dialog box launcher in the Footnotes group
to open the Footnote & Endnote dialog box.

Using Citations and  Exercise

Bibliographies
• Exercise: Go to the bottom of page 5 and click at the end
Academic papers rely on citing the sources of research. of the first full sentence under the Software heading. Add a
This lesson shows how Word can make citing sources and new source with the information from the figure below.
creating a bibliography very easy. Insert another reference to the J. Chen source at the end of
the sentence above the System Installation heading on page
6. Insert a bibliography after the index at the end of the
Add a source to the Source Manager document.
When sources are entered for the document, the
information is saved so that it is easy to cite the source
again, and it’s also easy to compile the bibliography.

citation.

Insert Citation button in the Citations &
Bibliography group.
3. Select Add New Source.

The Create Source dialog box appears.
Tip: Select Add New Placeholder to insert a Figure 11-25: Creating a new source in the Edit Source
citation and add the source information later. Be dialog box.
sure to insert the same numbered placeholder for
citations that use the same source. Edit the
placeholder’s information in the Source Manager.
4. Enter the source information in the dialog box.
5. Click OK.
A citation is inserted in the document where the
insertion point is located. The source is also saved, so
it can be cited again in the document and included in
the bibliography.
Tips
 When a source is added, it is saved in the Master List
for sources. That means the source will be available
in other document as well. Just copy the source from
the Master List into the Current List in the Source
Manager.
Insert a citation from the Source Manager

The Source Manager stores and keeps track of all sources
Once the source has been inserted, it is easy to insert created in Word. The Master List (left column) saves all sources
that have ever been added. The Current List (right column)
citations from the source. includes sources that can be cited in the current document.
1. Position the insertion point where you want to insert Figure 11-26: The Source Manager stores and keeps
the citation. track of all sources created in Word.


Insert Citation button in the Citations &
Bibliography group.
A list of citations already inserted in the document
appear.
Tip: Select Add New Source if no sources have
been created.
3. Select the citation you want to reference.

The citation is inserted in the document.
Insert a bibliography
Once you have cited sources in the document, you can
create a bibliography that contains all the sources in the
Current List of the Source Manager.
1. Navigate to the location where you want to insert the

bibliography.
Most likely, you’ll want to insert the bibliography at
the end of the document.

Bibliography button in the Citations & Bibliography
group.
A list of built-in options appears. You can choose
either of these built-in options to insert the
bibliography with heading text and formatting. Or,
select Insert Bibliography to insert only the sources.
3. Select the built-in bibliography you want to insert.

The cited sources are inserted in the document.
Tip: Select Insert Bibliography to open the
Bibliography dialog box and create your own
bibliography.
Tips
 If buttons are grayed out in the Citations &
Bibliography group, there may be a problem with
your installation of Word. Try to correct the problem
with Office Diagnostics. Or, repair Office through
Programs and Features in the Control Panel.

Working with Outlines, Long
Documents, and References
Review
Quiz Questions
154. The Outline Tools group is located on:

A. The heading taskbar.
B. The Outlining tab of the Ribbon.
C. The heading tab of the ribbon.
D. The Outline taskbar.
155. To change a heading into body text, you must promote it. (True or False)
156. To select a multilevel numbering scheme, click the button in the Paragraph group of the Home tab on the
Ribbon.
A. Executive Summary
B. Heading
C. Numbering
D. Multilevel List
157. If a heading contains subheadings and body text, it is indicated with:

A. gray highlighting
B. A plus symbol
C. A heading link
D. An asterisk.
158. You can expand a heading to show the first line of body text. (True or False?)
159. How do you create a Master Document?

A. Insert one or more subdocuments.
B. Click the Show Document button.
C. Save the document as a .MST file.
D. Unlink the document from the Subdocument file
160. When a master document is opened, the subdocuments appear as links. (True or False?)
161. You can not use spaces when you create a name for a bookmark. (True or False?)
162. Which of the following will open the Go To dialog box?

A. Pressing <Ctrl> + <G>.
B. Clicking the Go To button on the File taskbar.

C. Clicking the Page file, then selecting Go To from the Search group.
D. Any of these methods will open the Go To dialog box.
163. You can update a cross reference field by right-clicking the reference and selecting Update Field. (True or False?)
164. When would you choose not to use a built-in Table of Contents?
A. If you are using a document that contains embedded or linked objects.
B. If you are using an index as well as a table of contents.
C. If you want more control to adjust settings to change the way the table of contents appears.
D. If you want to choose the insertion point for the table of contents.
165. You must include page numbers when you create a table of contents (True or False?)
166. What are the benefits to using TC entries to create a table of contents?
A. TC Entries are faster to create than the heading style method.
B. With TC Entries, you can use several tables of contents with different information in the same document.
C. Only TC Entries let you mark each section with a different title.
D. All of these are good reasons to use a TC Entries table of contents.
167. The keyboard shortcut to open a Mark Table of Contents Entry is:
A. <Alt> + <T>
B. <Ctrl> + <Alt> + <C>
C. <Shift> + <Ctrl> + <C>
D. <Alt> + <Shift> + <O>.
168. You need to update the caption number if the picture is moved in the document.(True or False?)
169. Which of the following options can be changed in a Table of Figures?

A. Show or hide page numbers.
B. Line up page numbers along the right side of the page.
C. Choose which text appears with the caption.
D. All of these options can be changed in a Table of Figures.
170. Index entries are:

A. Visible unless you click the Show/Hide button.
B. Invisible unless you click the Show/Hide button.
C. Temporary unless you save a cross-reference.
D. The same as Table of Contents entries.
171. The Mark Entry button is located in the Index group of the References tab on the Ribbon. (True or False?)
172. A reference note that appears at the bottom of a page is called:

A. An endnote.
B. A footnote
C. A page-end reference diacritical mark
D. A legume.
173. The Footnotes group is located on the .

A. References tab on the Ribbon.
B. Options tab on the Ribbon.

C. The endnotes command on the Office button.
D. The only way to access footnotes is through a keyboard shortcut.
174. A source can only be cited once within a document. (True or False?)
175. When you insert a built-in bibliography, you can choose to insert formatting and heading text above the bibliography,
or only insert the sources. (True or False?)
Quiz Answers
154. B. The Outline Tools group is located on the Outlining tab of the Ribbon.
155. False. To change a heading into body text, you must demote it.
156. D. To select a numbering scheme, click the Multilevel List button in the Paragraph group of the Home tab on the
Ribbon.
157. B. If a heading contains subheadings and body text, it is indicated with a plus symbol.
158. True. You can expand a heading to show only the first line of body text.
159. A. To create a master document, insert one or more subdocuments into any document.
160. True. When a master document is opened, the subdocuments appear as links.
161. True. You cannot use spaces when you create a name for a bookmark.
162. A. You can open the Go To dialog box by pressing <Ctrl> and <G> on your keyboard.
163. True. You can update a cross reference field by right-clicking the reference and selecting Update Field.
164. C. The built-in table of contents does not offer as much control to adjust settings or change the way the table of
contents appears.
165. False. You can choose whether or not you’d like to include page numbers in your table of contents.
166. B. With TC Entries, you can use several tables of contents with different information in the same document.
167. D. The keyboard shortcut to open a Mark Table of Contents Entry is <Alt> + <Shift> + <O>.
168. False. If the picture is moved in the document, the caption number updates automatically.
169. D. All of these options can be changed in a Table of Figures.
170. B. Index entries are invisible unless you click the Show/Hide button.
171. True. The Mark Entry button is located in the Index group of the References tab on the Ribbon
172. B. A reference note that appears at the bottom of a page is called a footnote.
173. A. The footnotes group is located on the References tab on the Ribbon.

174. False. A source can be cited repeatedly in a document and included in the bibliography.
175. True. You can choose to insert formatting and heading text or only insert the sources.

12
Working with Word processors have come a long, long
WordArt,
way since their introduction more than
twenty years ago. Older word processors
were just a little better than typewriters
SmartArt, and
and could only create simple letters,
reports, and memos. Today, people
routinely use the advanced text and
Charts graphic capabilities of modern word

processors to create beautiful newsletters,
brochures, and catalogs—tasks that would
Using WordArt ................................................. 227 have seemed impossible fifteen years ago.
Insert WordArt ........................................ 227 This chapter explains how you can
Edit WordArt text .................................... 227 incorporate three types of objects into
Formatting WordArt. ....................................... 228 your documents to give them pizzazz and
Change WordArt style ............................ 228 present information in an organized
Change WordArt shape ......................... 228 manner.
Change text spacing .............................. 228
Resize WordArt ...................................... 229
Inserting SmartArt ........................................... 230
Insert a SmartArt graphic ....................... 230 Using Exercise Files
Add text to a SmartArt graphic ............... 230 This chapter suggests exercises to practice
the topic of each lesson. There are two
Working with SmartArt Elements ................... 231
Add a shape ........................................... 231 ways you may follow along with the
Change a shape .................................... 231 exercise files:
Remove a shape .................................... 232  Open the exercise file for a lesson,
Formatting SmartArt ....................................... 233 perform the lesson exercise, and close
Change layout ........................................ 233 the exercise file.
Change color.......................................... 233
Change style .......................................... 234  Open the exercise file for a lesson,
Discard formatting changes ................... 234 perform the lesson exercise, and keep
Inserting a Chart .............................................. 235
Insert chart data ..................................... 235
Formatting a Chart........................................... 237 The exercises are written so that you may
Change chart layout ............................... 237 ―build upon them‖, meaning the exercises
Change chart style ................................. 237 in a chapter can be performed in
Resize a chart ........................................ 238 succession from the first lesson to the last.
Working with Labels ........................................ 239
Insert or modify a label .......................... 239
Edit label text ......................................... 239
Formatting Chart Elements ............................ 240
Format a chart element .......................... 240
Delete a chart element. .......................... 240
Changing Chart Type ...................................... 241

Working with WordArt, SmartArt, and Charts
Inserting WordArt  Exercise

• Exercise File: Destination12-1.docx
WordArt is a fast and easy way to add dramatic and
colorful effects to text in your documents. • Exercise: Open the file to Page 1. Insert ―WordArt style
14‖ with the text ―Destinations‖ under the text ―North Shore
Travel’s‖.
Insert WordArt
Add an exclamation point to ―Destinations!‖ and change the
text size to 40 pt.
1. Place the insertion point where you want to place the
WordArt object.

WordArt button in the Text group.
The WordArt Styles gallery appears.
3. Select a WordArt style from the gallery.

The Edit WordArt Text dialog box appears.
4. Type the text you want to appear in the WordArt.
5. Click OK.
The WordArt is inserted in the document.
Edit WordArt text

You can change the text of WordArt after it has been
Figure 12-1: There are several styles of WordArt
inserted. available.
1. Select the WordArt object.
2. Under WordArt Tools on the Ribbon, click the

Format tab and click the Edit Text button in the Text
group.
The Edit WordArt Text dialog box appears. You can
change three things here: text, text size, and font.
Other Ways to Edit WordArt Text:
Right-click the WordArt object and select Edit
Text from the contextual menu.
3. Edit the WordArt text, text size or font.
4. Click OK.
The text for the WordArt image is changed.
Figure 12-2: The Edit WordArt Text dialog box

Formatting WordArt  Exercise

You can change the color and style of WordArt objects in
your documents. For example, you can change the text fill • Exercise: Apply the ―WordArt style 17‖ style to the
WordArt object.
and outline color, choose a new WordArt style, or apply a
cool text effect. Apply the ―Deflate Top‖ shape.
Increase the size of the WordArt object and change the slant
Change WordArt style of the object.
If you decide that you don’t like the style of WordArt, you
can easily change the style without adding text to a new
object.
1. Select the WordArt that you want to modify.

Format tab and click the More button in the
WordArt Styles Gallery of the WordArt Styles group.
A gallery of style options appears.
3. Select the style you want to apply.

The style of the WordArt is changed.
Change WordArt shape

You can change the WordArt shape without inserting a Figure 12-3: Selecting a new style from the WordArt
Styles gallery.
new WordArt object.

Format tab and click the Change WordArt Shape
button in the WordArt Styles group.
A list of shape options appears.
3. Select the shape you want to apply.

The shape of the WordArt object is changed.
Change text spacing

You can change the spacing of characters in the WordArt
object.

Format tab and click the Spacing button in the Text
group.
Figure 12-4: Change the shape of a WordArt object by
3. Select the spacing you want to use from the list. clicking the WordArt Shape button and selecting the
The spacing of the WordArt text is changed. desired shape.

Resize WordArt
Change the size of a WordArt object just like any other
graphic or object you might use in a document.
1. Select the WordArt object. Sizing Handles

Use to resize the
When the object is selected, sizing handles appear WordArt object.
around the object.
2. Click and drag the sizing handles to resize the object.

The object is resized accordingly.
Other Ways to Resize a WordArt Object:
Change the height and width of the object in the
Size group of the Format tab.
Tips
Adjustment Handle
 You might notice a little yellow diamond ( ) next to Use to change the
slant or slope of a
WordArt objects that do not have In Line text WordArt object.
wrapping. This is called an adjustment handle, and it
is used to change the angle at which some WordArt Figure 12-5: Click and drag the sizing handles to resize
effects slant or loop. Simply click and drag this the object.
adjustment handle to adjust the effect.

Inserting SmartArt  Exercise

• Exercise File: Destinations12-3.docx
New in Word 2007, the SmartArt feature lets you create
and customize designer-quality diagrams. You can even • Exercise: Navigate to Page 2. Insert a Basic Block List
SmartArt graphic that lists each country in the table on page
convert bulleted lists into a diagram using the SmartArt
2 of Destinations12-3.
diagram tools.
Insert a SmartArt graphic Table 12-1: SmartArt Graphics
1. Click the Insert tab on the Ribbon and click the List Show non-sequential information.
SmartArt button in the Illustrations group. Process Show steps in a process or timeline.
The Choose a SmartArt Graphic dialog box appears. Cycle Show a continual process.
Here you need to select the type of graphic you want Hierarchy Create an organization chart or decision
to insert. tree.
2. Select a chart or diagram type, then select a chart or Relationship Illustrate connections.
diagram. Matrix Show how parts relate to a whole.
Table 12-1: SmartArt Graphics describes each type of Pyramid Show proportional relationships with the
SmartArt graphic available. largest component on the top or bottom.
3. Click OK.
The SmartArt object is inserted in the document.
Add text to a SmartArt graphic

There are two ways to add text to a SmartArt graphic:
using the Text pane or the graphic itself.
1. Click the [Text] placeholder in the shape where you

want to insert your text.
A blinking cursor appears, indicating that you can
type your text.
2. Enter the text you want to use in the graphic.

Figure 12-6: The Choose a SmartArt Graphic dialog box.
Other Ways to Add Text to SmartArt:
Click a bullet in the Text pane and type your text.
If the Text pane is not visible, click the tab in the
middle of the left border of the SmartArt graphic. Click to display the
Text pane.
Or, select the SmartArt graphic and click the
Design tab on the Ribbon under SmartArt Tools.
Click the Text Pane button in the Create Graphic
group.
Tips
 In the Text pane, use the up or down arrow keys on
your keyboard to move between placeholders.
 To add an additional placeholder, press <Enter> in
the Text pane.
Figure 12-7: The SmartArt and its text in the document.

Working with SmartArt  Exercise

Elements
• Exercise: Navigate to page 2. Add a shape for Sweden
In order to create an effective SmartArt graphic, you need after the Spain shape in the SmartArt graphic.
to know how to work with its elements. This includes Change the Sweden shape to an oval.
adding new shapes, replacing shapes with different ones,
or removing those you don’t need. This lesson will show Remove the Sweden shape.
you how to do all of this and more.
Add a shape
Adding shapes to a SmartArt graphic is extremely easy.
1. Select the SmartArt graphic that you want to add a

shape to.
2. Select the shape that is closest to where you want to

add the new shape.
3. Under SmartArt Tools on the Ribbon, click the

Design tab and click the Add Shape button list arrow
in the Create Graphic group.
A list of location options appears.
4. Select a location from the list.

The new shape is inserted in the location specified.
Figure 12-8: Adding a shape to a SmartArt graphic
Other Ways to Add a Shape:
In the Text pane, place your cursor at the
beginning or end of a line of text. Press <Enter>.
Change Shape button
Change a shape
You can also change a shape without replacing the text in
the shape.
1. Select the SmartArt shape that you want to change.
2. Under SmartArt Tools on the Ribbon, click the

Format tab and click the Change Shape button in
the Shapes group.
The Shapes Gallery appears.
3. Select a shape from the gallery.

The existing shape is replaced, and the text in the
shape is not removed or changed.
Figure 12-9: The Change Shape options on the format

tab.

Remove a shape
It’s easy to remove a shape if you don’t want it in the
SmartArt graphic any longer.
1. Select the shape you want to remove.
2. Press the <Delete> key.

The shape is removed from the SmartArt graphic.
Other Ways to Remove a Shape:
Remove the bullet in the Text pane of the
SmartArt graphic.
Tips
 To resize a shape, click and drag one of its sizing
handles.
 To move a shape, simply click and drag the shape to a
new location on the page. However, the automatic
spacing is not applied when you move shapes.

Formatting SmartArt  Exercise

Word 2007 has a variety of SmartArt layouts and styles
that allow you to format your SmartArt graphics with the • Exercise: Navigate to Page 2. Change the layout of the
SmartArt to ―Vertical Picture Accent List‖.
click of a button.
Change the color to ―Dark 2 Fill‖.
Change layout Change the style to ―White Outline‖.
If you find that the layout you selected isn’t the best fit for Optional: Insert the flags from the table into the picture
your data, you can easily switch to a different layout. placeholders of the SmartArt graphic. Delete the table.
1. Select the SmartArt graphic.
2. Under SmartArt Tools, click the Design tab on the

Ribbon.
3. Select a layout from the Layouts group.

The selected layout is applied.
Tip: To view more layouts, click the More button
( ) in the Layouts group; click More Layouts to
display the SmartArt Graphic dialog box.
Other Ways to Change Layouts:
Right-click the SmartArt graphic and select
Change Layout from the contextual menu. Select
a new layout and click OK.
Change color
If you don’t like the color that has been assigned to your
SmartArt graphic by default, change it.
Figure 12-10: Change the layout of the SmartArt graphic.

Ribbon.
3. Click the Change Colors button in the SmartArt

Styles group.
The Color Gallery appears.
4. Select the color variation that you want to use.

Word updates the SmartArt graphic to reflect your
changes.
Figure 12-11: Several different color styles are available.

Change style
Changing the visual style of a SmartArt graphic is an easy
way to spice up its appearance. A visual style is a set of
different formatting commands that can be applied to the
graphic in one single step.

Ribbon.
3. Select a style from the SmartArt Styles group.

The selected style is applied.
More button ( ) in the Chart Styles group to
display the Chart Styles gallery.
Discard formatting changes

Sometimes you might find yourself wanting to start all
over with a SmartArt graphic. When this happens, you
can easily restore the default formatting of the graphic
using the Reset Graphic command.
Figure 12-12: Click the More button to view all of the
1. Select the SmartArt graphic and click the Design tab Chart Styles.
on the Ribbon under SmartArt Tools.
2. Click the Reset Graphic button in the Reset group.

The graphic is restored to its original state.
Tip: To restore defaults for only one shape, right-
click the shape and select Reset Shape from the
contextual menu.

Inserting a Chart  Exercise

Like the idiom ―a picture is worth a thousand words‖, a
chart is often much better at presenting information than • Exercise: Navigate to Page 3 and insert a Clustered
Column chart.
numbers in a table.
Enter chart data as shown in Figure 16-5. Center the chart
1. Navigate to the page where you want to insert the on the page.
chart.
Select a …then select a
2. Click the Insert tab on the Ribbon and click the chart type… chart sub-type.
Chart button in the Illustrations group.
The Insert Chart dialog box appears.
3. Select a chart type from the list.

A number of options are available under each chart
type. See Table 12-3: Chart Types for a description of
each chart category.
4. Select a chart.
5. Click OK.
The chart is inserted onto the page, and an Excel
2007 worksheet opens in another window. This is
where you enter the data for the chart.
Tip: If you don’t have Office Excel 2007
installed, a Microsoft Graph datasheet appears Figure 12-13: The Insert Chart dialog box.
instead of an Excel worksheet. This is similar to
Excel, but you don’t have as many options for
working with data.
Insert chart data

After you insert a chart, you need to replace the sample
data in the worksheet with your own data.
1. Click the cell you want to add data to.

Take a look at table Table 12-2: Excel Navigation
Shortcuts for a few navigation shortcuts.
2. Enter data in the Excel worksheet.

The sample data is replaced with your own, and the
chart updates to reflect your changes.
Figure 12-14: Enter chart data in the Excel worksheet.
3. When you’re finished entering data, click the Close
button in the Excel window. Table 12-2: Excel Navigation Shortcuts
Excel closes and you return to the Word document. <Tab> Moves to the right one cell.
Tips <Shift> + <Tab> Moves to the left one cell.
 To include more rows and columns of data in the <Enter> Moves down to the next cell.
Excel worksheet, click and drag the lower corner of <> <> <> <> Moves in the direction of the arrow
the cell range around the cells you want to include. key pressed.

 To edit a chart’s data, select the chart, click the

Design tab on the Ribbon, and click the Edit Data
button in the Data group to open the Excel
worksheet.
Table 12-3: Chart Types
Column charts are used when you want to Line charts are used to illustrate trends. Each value
compare different values vertically, side-by-side. is plotted as a point on the chart and is connected to
Column Line other values by a line.
Pie charts are useful for showing values as a Bar charts are just like column charts, except they
percentage of a whole. The values for each item display information in horizontal bars rather than in
Pie are represented by different colors. Bar vertical columns.
Area charts are the same as line charts, except Scatter charts are used to plot clusters of values
the area beneath the line is filled with color. using single points. Multiple items can be plotted
Area XY (Scatter) by using different colored points or different point
symbols.
Stock charts are effective for reporting the A surface chart is useful for finding optimum
fluctuation of stock prices, such as the high, low, combinations between two sets of data. Colors and
Stock and closing points for a certain day. Surface patterns indicate values that are in the same range.
A doughnut chart shows the relationship of parts Bubble charts are similar to XY Scatter charts, but
to a whole, but it can contain more than one data they compare three sets of values instead of two,
series. (You may want to try stacked column or Bubble with the third set determining the size of the
Doughnut
stacked bar charts instead.) bubble.
Radar charts compare the aggregate values of a
number of data series.
Radar

Formatting a Chart  Exercise

Word 2007 has a variety of built-in chart layouts and
styles that allow you to format your charts with the click • Exercise: Navigate to Page 3. Apply ―Layout 2‖
to the chart.
of a button.
Then apply ―Style 26‖ to the chart.
Change chart layout Resize the chart so that it is smaller.
Built-in chart layouts allow you to quickly adjust the
overall layout of your chart with different combinations of
titles, objects, and chart orientations.
1. Select the chart.
2. Under Chart Tools on the Ribbon, click the Design

tab.
3. Click the More button in the Chart Layouts group

and select a layout from the gallery.
The selected layout is applied to the chart.
Tip: To view all the available layouts, click the
More button ( ) in the Chart Layouts group to
display the Chart Layouts gallery.
Change chart style

Changing the visual style of a chart is an easy way to
spice up its appearance. A visual style is a set of different
formatting commands that can be applied to a chart in a
single step.

Click the Quick
2. Under Chart Tools on the Ribbon, click the Design Layout button to
tab. view different
layouts for the
chart.
Figure 12-15: Change the Click the More

button to view
layout and style of the chart
available chart
under the Design tab. styles.

3. Click the More button in the Chart Styles group and

select a style from the gallery.
The selected style is applied to the chart.
More button ( ) in the Chart Styles group to
display the Chart Styles gallery.
Resize a chart
Make the chart larger or smaller by resizing it.

Eight sizing handles appear along the frame of the
chart, as shown in Figure 12-16.
2. Click and drag one of the chart’s sizing handles.

A faint outline appears as you drag, allowing you to
preview the size of the chart.
Tip: To maintain the chart’s proportions while
resizing, hold down the <Shift> key as you drag.

The chart is resized.
Other Ways to Resize a Chart:
Under Chart Tools on the Ribbon, click the
Format tab and use the Height and Width fields
in the Size group.
Sizing handles
Figure 12-16: To resize a chart, simply click and drag one

of its sizing handles.

Working with Labels  Exercise

A label is an area of text that identifies a specific part of a
chart. Titles, legends and tables are all examples of labels. • Exercise: Navigate to Page 3. Change the Chart Title to
―Travel Destinations‖. Move the chart legend to the bottom
of the chart.
Insert or modify a label
Insert a new label, or adjust chart label appearance.
1. Under Chart Tools on the Ribbon, click the Layout

tab.
There are several labels to choose from in the Labels
group:
 Chart Title: Add, remove or position chart title.
 Axis Titles: Add, remove or position the text used
to label the chart axes.
 Legend: Add, remove or position chart legend.
 Data Labels: Use data labels to label the values
of individual chart elements.
 Data Table: Add a data table to the chart.
Tip: Different chart types contain different chart
labels, so some of the options listed above might
not be available.
2. Click the button for the label you want to add in the
Labels group.
A list of options related to the selected label appears.
Figure 12-17: Use the Labels group to add labels, or
change the position of labels in the chart. The chart legend
3. Select an option from the list. has been moved to the bottom of the chart here.
The label is applied to the chart.
Tip: If you don’t see a label option that suits you,
click the More Options button to fine-tune the
label to meet your needs.
Edit label text

Change the placeholder text found in the chart and axis
title labels. You cannot edit data, such as series labels.
2. Click the label twice

A blinking cursor appears inside the label, which
indicates that it is in editing mode.
3. Edit the label text.

Other Ways to Edit Label Text:
Right-click the label and select Edit Text from the
contextual menu. Edit the text as necessary. Figure 12-18: Editing the Chart Title label.

Formatting Chart Elements  Exercise

If none of Word’s default chart layouts and styles meet
your needs, you can format chart elements—such as • Exercise: Navigate to Page 3. Change the Series
―Business‖ chart element to an orange color. Delete the
shapes and axes—individually.
Chart Title.
Format a chart element

You can use the Format tab to change the look of
individual chart elements.
1. Under Chart Tools on the Ribbon, click the Format

tab and click the Chart Elements list arrow in the
Current Selection group.
Other Ways to Select a Chart Element:
Click a chart element to select it.
To format the selected chart element, you can use the
commands in the groups of the Format tab, as shown
in Table 12-4: Format Tab Commands.
2. Select the formatting command you want to use, and Figure 12-19: The chart with the “Business” series color
changed to orange.
any additional options as necessary.
Other Ways to Format a Chart Element: Right-
click the element and select Format from the
contextual menu. Make your selections in the
dialog box and click Close when you’re finished. Table 12-4: Format Tab Commands
Current Select and format chart elements, and reset
Delete a chart element Selection formatting of the individual element to match the
chart’s style.
If you decide you don’t need a specific chart element, you
can delete it. Shape Select a style from the Shape Styles gallery. Or,
Styles click the Shape Fill, Shape Outline, or Shape
1. Select the chart element you want to delete. Effects button list arrows to select additional
options.
2. Press <Delete>. WordArt Row 3 Select an element that includes text or
Styles numbers and select a style from the WordArt
Other Ways to Delete a Chart Element: Styles gallery. Or, click the Text Fill, Text
Right-click the chart element and select Delete Outline, or Text Effects button list arrows to
from the contextual menu. select additional options.
Arrange Click the Selection Pane button to display the
Tips Selection pane, where you can select individual
 To change the location of a chart element, click and chart elements to format. Use the other
drag the chart element to a new location in the frame. commands in this group to change the order of
overlapping elements or adjust their alignment
 Many chart elements cannot be resized individually. and distribution.

Changing Chart Type  Exercise

Different types of charts are better for presenting different
types of information. For example, a column chart is great • Exercise: Navigate to Page 3. Change the chart to 3-D
for comparing values of different items, but not for Clustered Column chart.
illustrating trends or relationships.
If you find that a chart you’ve created isn’t the best fit for
your data, you can switch to a different chart type.
2. Under Chart Tools on the Ribbon, click the Design

tab and click the Change Chart Type button in the
Type group.
The Change Chart Type dialog box appears.
3. Select a chart type from the list.

A number of options are available under each chart
type.
4. Select a chart.
5. Click OK.
The chart type is changed.
Other Ways to Change Chart Type:
Right-click the chart frame and select Change
Chart Type from the contextual menu. Select a
new chart type and click OK.
Tips
 Changing chart type only changes how data is
displayed; it does not alter the data itself. Change Chart
Type button
Figure 12-20: The updated chart.

Working with WordArt, SmartArt,
and Charts Review
Quiz Questions
176. You cannot modify WordArt once it has been inserted. (True or False?)
177. How do you change the style of a WordArt object?

A. Click Format in WordArt Tools on the Ribbon, and click the More button
B. Click the Style button in WordArt Tools on the Ribbon and choose the Reformat check box.
C. Press <Ctrl> + <F>.
D. Click the Windows button, then select WordArt and choose the Formatting option.
178. Which of the following can NOT be done to a Word Art object?
A. Change the size.
B. Change the perspective.
C. Change the spacing between characters.
D. Change the shape.
179. You can add text to a SmartArt graphic simply by clicking a bullet in the Text pane and typing your text. (True or
False?)
180. How do you remove a shape from a SmartArt graphic?

A. Click the SmartArt Tools group on the ribbon and select Uninsert.
B. Press <Ctrl> + <R>.
C. Select the shape and press the <Delete> key.
D. Under SmartArt Tools on the Ribbon, click the Erase Shape button.
181. When you replace a shape in SmartArt, the existing text is deleted and must be re-entered. (True or False?)
182. You can change the layout, color, or style of a SmartArt graphic by clicking:
A. The Design tab under SmartArt Tools on the Ribbon.
B. The Graphics button under Formatting on the Ribbon.
C. The Format menu on the Images toolbar.
D. Any of these options will let you change the layout, color or style of a SmartArt graphic.
183. If you don’t have Office Excel 2007 installed, you cannot insert a chart into a Word document. (True or False?)
184. Which of the following type of charts is not available to insert into a Word document?
A. Pie Chart
B. Doughnut Chart
C. Bar Chart
D. All of these charts are available to insert into a Word document.

185. Clicking and dragging a sizing handle around a chart will:
A. Change the chart layout.
B. Change the chart style.
C. Change the chart shape or size
D. Show all available layouts
186. To label the values of individual chart elements, add:

A. Axis Titles.
B. Data Labels.
C. Chart Titles.
D. Table Labels.
187. You can format a chart element by right-clicking the element and selecting Format from the contextual menu. (True or
False?)
188. When you change the chart type:

A. The data changes as well.
B. The data is automatically deleted.
C. The data stays exactly the same.
D. Data options are offered in a Change Chart Type contextual menu.
Quiz Answers
176. False. You can modify WordArt once it has been inserted.
177. A. To change the style of a WordArt object, click Format in WordArt tools on the Ribbon and choose the Reformat
check box.
178. B. You cannot change the perspective of a Word Art object.
179. True. You can add text to a SmartArt graphic by clicking a bullet in the Text pane and typing.
180. C. To remove a shape from a SmartArt graphic, select the shape and press the <Delete> key.
181. False. When you replace a shape in SmartArt, the text in the shape is not removed or changed.
182. A. You can change the layout, color, or style of a SmartArt graphic by clicking the Design tab under SmartArt Tools
on the Ribbon.
183. False. If you do not have Office Excel 2007 installed, you can enter chart data onto a Microsoft Graph datasheet
instead of an Excel worksheet.
184. D. You can insert Pie Charts, Doughnut Charts, and Bar charts into a Word document.
185. C. Clicking and dragging a sizing handle around a chart will change the chart’s shape or size.
186. B. To label the values of individual chart elements, add data labels.
187. True. You can format a chart element by right-clicking the element and selecting Format from the contextual menu
188. C. When you change the chart type, the data stays exactly the same.

13
Collaborating One of the great benefits of Windows-
with Other
based programs is that they can share
information with each other. In this
chapter, you’ll learn how to insert a
Programs
Microsoft Excel worksheet and a
Microsoft PowerPoint slide into a Word
document. You’ll also learn the subtle
About Objects .................................................. 246 differences between embedding an object
Collaborating with Excel ................................. 247 created in another program and linking a
Embedding or linking Excel content ....... 247 file created in another document. Finally,
Insert a new Excel worksheet ................ 248 you will learn how Word can open and
save files in different file formats.
Collaborating with PowerPoint ...................... 249
Modifying an Object ........................................ 251
Inserting Text from Another File .................... 252
Converting Documents ................................... 253 This chapter suggests exercises to practice
exercise files:
the exercise file.

Collaborating with Other Programs
About Objects  Exercise

You can include content from other Office programs by
inserting the content as an object in a Word document. • Exercise: Understand the difference between linked and
embedded objects.
The benefit of inserting this information as objects rather
than copying and pasting is that you can still work with
the contents in its original program. For example, if you
insert content from Excel as an object, Excel opens when
the content is double-clicked in Word so you can use
Excel commands to work with the worksheet content.
You place either a link to the object or a copy of the
object in the document. You can insert objects this way
from any program that supports the technology of linking
and embedding objects (object linking and embedding, or
OLE).
Embedded: These files are saved in the Word document. Figure 13-1: Inserts the contents of the file into your
Changes to the original file are not included in the document so that you can edit it later using the application
embedded object. Documents with embedded objects are that created the source file.
larger than files with linked objects. The advantage of
using embedded objects is the objects are actually saved
inside the Word document, and you don’t have to worry
about any attached files becoming erased or moved.
Linked: These files are still connected to the original file,
so information can be updated if the source file is
modified. The data of the linked object is stored in the
source file: Word only stores the location of the source
file. This is a good option if you are concerned about file
size, or want to use data that is updated frequently.
Figure 13-2: Linked: Inserts the contents of the file into
The following lessons will show you how to work with your document and creates a shortcut to the source file.
embedded and linked objects in your documents. Changes to the source file will be reflected in your
document.

Collaborating with Excel  Exercise

• Exercise File: Objects13-1.docx and Trade Show
You can include content from Excel workbooks by Expenses.xlsx
inserting the content as an object in a Word document.
• Exercise: Open the Trade Show Expenses worksheet.
Embed the data from the worksheet into the Objects
Embedding or linking Excel content document.
Insert an Excel object to include Excel content in the
document.
1. Open a Word document and Excel worksheet that

contains the content you want to insert in the
document.
Have both files open so you can copy and paste from
one to the other.
2. In Excel, select the content (worksheet, range of

cells, or chart) that you want to insert in the
document.
3. Copy the selected content.
4. In Word, click where you want to insert the object.

Figure 13-3: Select the content you want to embed or link
5. Click the Paste button list arrow in the Clipboard in the document.
group of the Home tab on the Ribbon.
A list of paste options appears.
6. Select Paste Special. Choose

Paste
The Paste Special dialog box appears. to
embed,
Paste
7. Select Microsoft Office Excel Worksheet Object in link to
the As list. link.
8. To embed the object, select the Paste option. To link

the object, select the Paste link option.
Figure 13-4: The Paste Special dialog box.
9. Click OK.
The Excel content is inserted as an object in the Word
document.
Other Ways to Insert an Excel Object:
Insert Object button in the Text group. Click the
Create from File tab. Click the Browse button
and navigate to the Excel workbook containing
the content you want to display. Click Insert. If
you want to link the file, click the Link to file
check box. Click OK.
Figure 13-5: A Microsoft Excel worksheet inserted in a

Word document.

Insert a new Excel worksheet

You can also embed a new Excel worksheet into a
document if you do not have a worksheet already created
with the data you need.

worksheet.

Table list arrow in the Tables group.
A list of options appears.
3. Select Excel Spreadsheet from the list.

The spreadsheet appears in the document.
4. Insert data in the worksheet.

The Excel content is saved in the document.

Collaborating with PowerPoint  Exercise

• Exercise File: Objects13-2.docx and Historical Tours.pptx
You can include content from PowerPoint presentations
by inserting the content as an object in a Word document. • Exercise: Open the Historical Tours presentation. Select
the first three slides in the presentation. Link them in the
Insert a PowerPoint object to include PowerPoint content Objects document.
in the document. .
1. Open a Word document and the PowerPoint

presentation that contains the content you want to
insert in the document.
Have both files open so you can copy and paste from
PowerPoint into the Word document.
2. In PowerPoint, select the content (entire presentation,

slide, or slides) that you want to insert in the
document.
This content will be added to the Word document.
Tip: To select slides, in Slide Sorter view, click
the slide that you want. To select a range of slides,
hold down <Shift> while you click the first and
the last slides of the range. To select multiple
slides that are not next to each other, hold down
<Ctrl> while you click the slides that you want.
Figure 13-6: Select the content you want to embed or link
3. Copy the selected content. in the document.
4. In the Word document, click where you want to insert

the PowerPoint object.

Paste button list arrow in the Clipboard group.
A list of paste options appears.
6. Select Paste Special.

The Paste Special dialog box appears.
7. Select Microsoft Office PowerPoint Presentation

Object in the As list.
8. To embed the object, select the Paste option. To link

the object, select the Paste link option. Figure 13-7: A Microsoft PowerPoint presentation inserted
These options are to the left of the ―As‖ list. in a Word document.
9. Click OK.
The PowerPoint content is inserted as an object in the
Word document.
Other Ways to Insert a PowerPoint Object:
Insert Object button in the Text group. Click the
Create from File tab. Click the Browse button

and navigate to the PowerPoint presentation

containing the content you want to display. Click
Insert. If you want to link the file, click the Link
to file check box. Click OK.
Tips
 If you insert one PowerPoint slide into a document,
PowerPoint commands appear when you double-click
the slide. If you insert more than one slide or an
entire presentation, only one slide is displayed. To
display different slides in the PowerPoint object,
double-click the PowerPoint object and press
<Enter> to run the slide show.
 To close a PowerPoint presentation object that is
running, press <Esc>.

Modifying an Object  Exercise

• Exercise File: Objects13-3.docx
You can easily modify an object that is linked or
embedded in a Word document. • Exercise: Modify the Excel content: Replace the ―500‖ in
the Booth column with ―515‖. Insert a new row under
―Detroit‖ with this information: Milwaukee; 470, 135, 110,
1. Double-click the object. 25. AutoSum the new row in the Totals column. Increase the
Word opens the object in the mode of the selected width of columns so no text is hidden.
object. This lets you use the buttons and controls of
the program the object was created in to make
changes to the object.
Tip: Objects are usually shown as gray fields in a AutoSum
button
document.
Tip: When modifying an object in the object
program mode, the Office Button becomes a
menu in the window.
2. Make changes to the object.

The object is modified. When you are finished
making modifications to the object, return to Word
mode.
3. Click the Word document area.

The window returns to Word mode. If the object is
embedded, the changes are only in the copy that is in
the document. If the object is linked, the changes are
made to the source file.
Tips Figure 13-8: The modified Excel object embedded in
 PowerPoint presentations cannot be modified; they Word.
are shown in a slideshow when double-clicked.

Inserting Text from Another  Exercise

• Exercise File: Objects13-4.docx and Budget
File comments.docx
You can insert text from another document into the • Exercise: Insert text from the Budget comments file at the
document you are working on. bottom of page 1.

text.

Insert Object list arrow in the Text group.
A list of two options appears.
3. Select Text from File from the list.

The Insert File dialog box appears.
4. Select the file with the text you want to insert.
5. Click Insert.
The text from the file is inserted in the document.
Click the Insert button to

insert the text as a link.
Figure 13-9: The Insert File dialog box.

Converting Documents  Exercise
Word 2007 can work with Word documents created in • Exercise File: Old document.doc
earlier versions of Word thanks to its Compatibility Mode. • Exercise: Convert the old document to 2007 format.
When an early version of a Word document is opened in
Word 2007, Compatibility Mode is automatically turned
on. This ensures that only features that are compatible
with earlier versions are available, so people still using
early versions of Word will still have full editing
capabilities.
Tips
 When you convert a file, the original file is
overwritten. If you ever intend on using the original
file again, you’ll need to save a copy of it in its
original file format before converting.
1. Open the document you want to convert to Word

2007.
Converting the file to Word 2007’s .docx format will
make many new features available in the file.
2. Click the Office Button and select Convert. Figure 13-10: This dialog box appears when a document
The Microsoft Office Word dialog box appears, is being converted.
asking you to confirm that you want to convert the
document.
Tip: The Convert option only appears when Word
is in Compatibility Mode.
Tip: Click the ―Do not ask me again about
converting documents‖ check box if you don’t
want to see this dialog box in the future when
Table 13-1: Word 2007 Document Elements that
converting documents. Change in Compatibility Mode
3. Click OK. Heading and body fonts Converted to static formatting.

The document is converted and Compatibility Mode Themes and theme Permanently converted to styles.
is no longer on. elements
Bibliography, Citations, Converted to static text.
Placeholder text
Equations Become graphics and cannot be
changed.

Review
Quiz Questions
189. What is the difference between embedded files and linked files?
A. Embedded objects are larger files and don’t change in Word if the original file is updated.
B. Embedded objects are smaller filed and they change in Word whenever the original data is changed.
C. Only embedded objects come from Excel Worksheets.
D. There is no real difference between linked files and embedded files.
190. If you want to embed a copied object into Word, select paste special, then :
A. make sure Paste Link is selected and click OK.
B. make sure Paste is selected and click OK.
C. make sure Embed Object is selected and click OK.
D. Open Excel and click OK.
191. Which type of content can you insert from PowerPoint into a Word document?
A. A single slide
B. An entire presentation
C. A group of slides
D. Any of these
192. You can insert a blank slide from PowerPoint into Word. (True or False?)
193. Double-clicking an object in a Word document will:

A. Disconnect the link from the original file.
B. Delete the object.
C. Open the object in the program associated with the object.
D. Replace the object with an empty gray field.
194. To open the Insert File dialog box, click the Insert tab on the Ribbon and select Other Documents.(True or False?)
195. The Convert option only appears when Word is in Compatibility Mode. (True or False?)
Quiz Answers
189. A. Embedded objects are larger files than linked files, and they do not change when the original file is changed.
190. B. If you want to embed a copied object into Word, select paste special, make sure Paste is selected and click OK.
191. D. You can insert a single slide, a group of slides, or an entire presentation into a Word document from PowerPoint.

192. True. You can insert a blank slide from PowerPoint into Word.
193. C. Double-clicking an object in a Word document will open the program associated with the object.
194. False. To open the Insert File dialog box, click the Insert tab on the Ribbon and select Text from File from the list.
195. True. The Convert option only appears when Word is in Compatibility Mode.

14
Working with A template is like a mold. Once you
Templates
define the properties of a template (text,
macros, formatting properties, etc.) you
can create new documents that have those
Creating a Document Template ...................... 257 same properties. In fact, every document
Using a Document Template........................... 259
you create in Word is based on a template.
You will learn how to save time creating
Copying Styles between Documents and similar documents using this technique.
Templates ......................................................... 260
Attaching a Different Template to a Document
........................................................................... 262
Creating Building Blocks ................................ 264
Using Building Blocks..................................... 266 the topic of each lesson. There are two
exercise files:
the exercise file.

Working with Templates
Creating a Document  Exercise

• Exercise File: Formletter14-1.docx
Template
• Exercise: Save Formletter14-1 as a template named
There are so many templates available in Office Online ―Testimonial Request‖. Close the Testimonial Request
now, that you will rarely need to create one of your own. template.
However, if you find yourself applying and creating the

same properties, features, or content each time you begin
a new document, you can save yourself some time by
using a template.
Click the Templates folder under
A template is like a mold for Word documents; it contains Favorite Links to save a template in
formatting options and document properties that you can the correct location.
use again and again when creating new documents. In
fact, every Word document is based on a template.
Templates can contain the following information:
Text Tables and graphics Formatting
Styles* Macros* Building Blocks
Toolbars* Menus Keystroke shortcuts
* Can be copied between documents and/or templates.
1. Create a new blank document. Or, open a document

that you want to use as the template.
Remember that everything that appears in the
document will appear in the template.
If you have added macros, building blocks, or styles,
they are also included in the template.
Figure 14-1: The Templates folder in the Save As dialog
2. Click the Office Button and select Save As from the box.
menu.
3. Click Templates under Favorite Links.

This is the default location for templates.
As long as templates are saved here, they will be easy
to find in the New Document dialog box.
4. Click the Save as type list arrow and select Word

Template (*.dotx) from the list.
You can also choose Macro-Enabled Template
(.dotm).
5. Give the template a name.

The name should be something that is easily
recognizable, that will be easy to identify later.
6. Click Save to save the template.

The dialog box closes and the template is saved.

Tips
 Word uses a document template file named
NORMAL.DOT as its default template to create
blank documents. You can make changes to the
Normal template.

Using a Document Template  Exercise

• Exercise File: Testimonial Request.dotx
Once a template has been made, it is very easy to create a
new document based on the template. The most difficult • Exercise: Create a new document from the Testimonial
Request template. Replace the placeholder text with your
part is finding the template you want to use.
own information.
1. Click the Office Button and select New. (NOTE: If you completed the Creating a Document
Template lesson, the Testimonial Request.dotx template
The New Document dialog box appears. should be saved in the Templates folder. If it isn’t, you’ll
need to do so before you can complete this exercise.)
The upper-right section of the dialog box is what is
most important here: the categories of templates you
can use. Select My Templates to view templates you have created.
 Blank and recent: Two templates appear here by
default: Blank document and New blog post.
These are very simple, but are the most common
templates in Word. Whenever a new document is
created, the Blank document template is used.
 Installed Templates: These are the templates that
are installed by default on your computer. They
are organized by theme with each theme group
featuring the same types of templates, such as fax,
resume, letter, report, and so on.
 My templates: Templates you or someone else
have created appear here.
 New from existing: Make a copy of an existing
file to use as the template for a new document. Figure 14-2: The New Document dialog box.
2. Select the template category you want to use.

Depending on the template category you chose, more
templates appear, or a dialog box appears.
Now just select the template you want to use to create
a new document.
3. Select the template you want to use.
4. Click Create or OK.

A new document based on the template opens in
Word.
Figure 14-3: My Templates dialog box appears when you

select the My Templates option in the New Document
dialog box.

Copying Styles between  Exercise

• Exercise File: Agent Meeting14-1.docx and Agenda.dotx
Documents and Templates
• Exercise: Copy the ―Seminar‖ style from the Agenda.dotx
Attaching a different template to a document allows you file into the Agent Meeting 14-1 document.
to use all the template’s styles, macros, building blocks,
menus, and shortcut keys in that document. Sometimes,
however, you may only want to use a few styles from a
template, and attaching a different template may be
overkill.
This lesson explains how you can use the Organizer to
copy styles between documents and templates (or
between templates and templates).
1. Click the Office Button and click Word Options.

2. Click the Add-Ins tab.

The options for viewing and managing Microsoft
Office add-ins appear.
3. Click the Manage list arrow and select Templates.

Click Go.
The Templates tab of the Templates and Add-ins
dialog box appears. Figure 14-4: Select the template that contains the style(s)
you want to copy into the document.
4. Click the Organizer button.
The Styles tab of the Organizer dialog box appears.
The left side of the dialog box displays the name and
styles of the current document. The right side of the
dialog box displays the name and styles of the
currently attached template. You must close the
current document or template before you can open a
different one.
Lists styles in the document or
template. Select the style you want
to copy, delete, or rename.
Figure 14-5: Copies the selected

The Styles tab of the style to the other
Organizer dialog box. document or template.
Deletes the selected

style.
Renames the selected

style.
If the file you want is
not open, click Close
File, then click Open
File and open the file
you want.
Make sure the files you want to copy the styles

between are listed in these boxes.

5. Click the Close File button of the file whose styles

you don’t want to use.
Now you need to find the document or template that
contains the style you want to copy.
6. Click the Open File button.

The Open dialog box appears.
7. Navigate to the document or template that contains

the style(s) you want to copy. Click Open.
The styles of the document or template appear in the
right side of the Organize dialog box.
8. Select the style(s) you want to copy and click the

Copy button.
Tip: Use the <Ctrl> and <Shift> keys to select
multiple styles at a time.
Once the styles are copied, into the document or
template, you can close the Organizer. Figure 14-6: This dialog box appears if the style already
exists in the document.
9. Click the Close button.
The Organizer dialog box closes and the styles are
copied and updated in the document or template.
Figure 14-7: The document before and after the Seminar style is copied over. Note the difference of color in the headings
that use the Seminar style.

Attaching a Different Template  Exercise

• Exercise File: Agenda.dotx and Agent Meeting14-2.docx
to a Document
• Exercise: Attach the Agenda template to the Agent
Unfortunately, customizations (styles, building blocks, Meeting14-2 document. Automatically update styles from
macros, etc.) that you create in a template are only the template.
available in that template; they’re not available in other
templates. But you can work around this by attaching a
template to a document. When you attach a template to a
document, you use that template’s styles, as well as its
macros, building blocks, menus, toolbars, and shortcut
keys.
This lesson explains how to attach a different template to Check to
a document, and how to update the current document’s overwrite the
styles with the styles from the attached template. document’s
styles with the
attached
1. Click the Office Button and click Word Options. template’s
styles.
Opens the
2. Click the Add-Ins tab. Organizer,
where you
The options for viewing and managing Microsoft can copy
Office add-ins appear. individual
styles from
3. Click the Manage list arrow and select Templates. one
document or
Click Go. template to
another.
The Templates tab of the Templates and Add-ins
dialog box appears. Figure 14-8: The Templates tab of the Templates and
Add-ins dialog box.
4. Click the Attach button.
The Attach Template dialog box appears. All your
templates are normally stored in a special folder
called Templates, located in the Microsoft Office
folder. Word automatically opens this folder and
displays only document templates when you click the
Attach button.
Tip: If the template you want to attach is saved
elsewhere, navigate to that location on the
computer and select the template.
5. Select the template you want to attach to the

document.
Now attach the template to the document.
6. Click the Open button.

The file path of the template appears in the Attach
text box.
Figure 14-9: Select the template that contains the style(s)
If you want to use the styles in the attached template you want to copy to another document.
instead of the styles in the current document, you’ll
want to select the ―Automatically update document
styles‖ option.

7. Click the Automatically update document styles

check box.
This updates styles that have the same name between
the template and the document. For example, if the
document uses a style named ―Command Text‖ and
so does the template, the style in the document will
be updated to appear as the style in the template.
8. Click OK.
The Templates and Add-ins dialog box closes and the
document is updated with the attached template.
Figure 14-10: The document before and after the Agenda template is attached to it. Note the difference of style in the
headings and subheadings.

Creating Building Blocks  Exercise

• Exercise File: Agent Meeting14-3.docx
If you find yourself typing the same text again and again,
or inserting the same types of tables or other objects, you • Exercise: Create an ―NST Logo‖ building block for North
Shore Travel using the logo and North Shore Travel text at
could save a lot of time by using building blocks.
the top of the page.
Building blocks let you store the text and graphics you
use frequently, such as a return address, company mission
statement, or table design.
This lesson shows how to create building blocks from
existing content and apply them to other documents.
Tips
 Building blocks replace AutoText from previous
versions of Word.
1. Select the content you want to save as a building

block.
The content can include almost anything: text,
formatting, tables, and images.
Tip: The content you use to create a building
block will be placed in the new document as is,
including lines, logos, hyperlinks, and more. Figure 14-11: Select the content you want to make into a
building block.
Quick Parts button in the Text group.
The Quick Parts menu appears, displaying quick
parts you can work with in your documents.
3. Select Save Selection to Quick Part Gallery from

the list.
The Create New Building block dialog box appears.
Figure 14-12: Create a building block by saving it to the
4. Enter a name for the building block in the Name text Quick Part Gallery.
box.
The name should be something that is easy to
recognize later on, such as ―North Shore Logo‖.
Tip: You can use the Gallery and Category
controls to assign the building block to a specific
gallery or category. Enter text in the ―Description‖
text box to describe the building block.
5. Click the Options list arrow and select how you want
the building block to be inserted.
By default the building blocks are inserted wherever
the insertion point is located in the document. But
you can also choose to insert the building block in its
own paragraph or page. Figure 14-13: Name the building block so that it is easily
accessible. Use the other settings in this dialog box to
6. Click OK. specify how the building block will work in the document.
The building block is created.

Tips
 By default, Word stores building blocks in a separate
Building Blocks.dotx file, so that all building blocks
are available in every document. However, you can
save the building block in the current document or
template by clicking the Save in list arrow and
selecting the file in which you want to save the
building block.

Using Building Blocks  Exercise

• Exercise File: Agent Meeting14-4.docx
Once you have created and stored a building block, the
easy part is inserting the building block into your • Exercise: Add the ―NST Logo‖ building block to the end
of the document.
documents.

the building block.

Quick Parts button in the Text group.
Now, any building blocks you have created appear in
the Quick Parts list.
3. Select the building block you want to insert in the

document.
The building block is inserted.
Other Ways to View and Insert Building
Blocks:
Quick Parts button in the Text group. Select Figure 14-14: Select the building block you want to insert
Building Blocks Organizer from the list. You from the Quick Parts list.
can preview, edit, delete, and insert building
blocks from this dialog box.
Figure 14-15: The building block inserted in the

document.

Working with Templates Review
Quiz Questions
196. A template does not contain information about:

A. Text Tables and graphics
B. Styles
C. Formatting
D. Word Count.
197. You cannot make changes to the default template NORMAL.DOT. (True or False?)
198. To work with one of Microsoft Word’s pre-made templates, select:

A. My templates
B. Installed Templates
C. New from Existing
D. Blank and Recent
199. In order for the Organizer to work, all of the styles on the left side of the Organizer dialog box must match the styles
on the right side. (True or False?)
200. Templates are usually stored in:

A. the Desktop.
B. a folder called Templates.
C. a folder called Customizations
D. the Favorites list .
201. When you attach a template to a document, you use that template’s macros, menus and toolbars. (True or False?)
202. If you add a paragraph with an active hyperlink as a building block, the hyperlink will not be saved. (True or False?)
203. Building Blocks you create are available:

A. In the current document only.
B. Only in documents that use the current template.
C. Only in documents with a .docx extension.
D. In all Word Documents.
204. To put building blocks on the Quick Parts list:

A. Click the Insert tab on the Ribbon and click the Quick Parts button.
B. Click the References tab on the Ribbon and click the Building Block button.
C. Click the Page Layout tab on the Ribbon and click the Building Blocks Organizer button.
D. Click the Building Blocks tab on the Ribbon and click the Add to Quick Parts button.

Quiz Answers
196. D. Templates do not contain information about Word Count.
197. False. You can make changes to the default template NORMAL.DOT.
198. B. To work with one of Microsoft Word’s pre-made templates, select Installed Templates in the New Document dialog
box.
199. False. You can choose any styles from one side of the Organizer dialog box and transfer them to the other.
200. B. Templates are usually stored in a folder called Templates.
201. True. When you attach a template to a document, you use that templates, styles, as well as its macros, building blocks,
menus, toolbars, and shortcut keys.
202. False. If you add a paragraph with an active hyperlink as a building block the hyperlink will be saved as is.
203. D. Building Blocks are available in all Word Documents.
204. A. To put building blocks on the Quick Parts list, click the Insert tab on the Ribbon and click the Quick Parts button.

15
Working with A form created in Word is very similar to
Forms
the paper form you fill out with a pen or
pencil. However, Word forms have
several major advantages over the
Creating a New Form....................................... 270 traditional paper type of forms. The
Display the Developer tab on the Ribbon greatest benefit of a Word form is that you
............................................................... 270 can complete it in Word—saving you
Adding Content Controls ................................ 271 time, effort, and paper. You also don’t
Group content controls .......................... 271 have to worry about trying to read bad
Set content control properties ................ 271 penmanship! Another advantage of a
Word form is you can provide the user
Assigning Help to Form Content Controls .... 272
Make a content control disappear .......... 272 with information and prompts to help
them complete the form.
Preparing the Form for Distribution .............. 273
Protect the entire form ........................... 273 Word forms can include fill-in-the blank
Protect parts of the form ........................ 274 fields and check box fields, just like their
paper counterparts. In addition, you can
Filling Out a Form ............................................ 275
include a list of options from which the
user can choose to complete the form.
By now you’re probably anxious to create
and use your own online forms. Let’s get
started…

exercise files:
the exercise file.

Working with Forms
Creating a New Form  Exercise

• Exercise File: Form15-1.docx
When you create a form, you usually start by creating a
template that contains the text on the form that doesn’t • Exercise: Open the Developer tab on the Ribbon.
change, that contains formatting, and that contains a table
to line everything up neatly. By using a template as the
basis for a form, users can fill out the form without
changing the text or formatting of the form itself. Think of
the template as a blank form when putting it together.
Some of the tools you use when creating a form include:
 Templates: Forms are normally saved as templates
so that they can be used again and again.
 Content controls: Content controls are the areas
where users input information in a form. We’ll learn
more about content controls in upcoming lessons.
 Tables: Tables are often used in forms to align text
and form fields, and to create borders and boxes.
 Protection: Forms are protected so that users can
complete the form without changing the text and/or
design of the form itself.
Once the form document looks the way you want it to, Figure 15-1: The Developer tab on the Ribbon.
you are ready to insert form controls.
Display the Developer tab on the Ribbon

The Developer tab must be displayed on the Ribbon in
order to access and insert the form controls.

2. Click the Show Develope tab in the Ribbon check

box on the Popular tab.
The Popular tab is selected by default when the Word
Options dialog box appears.
3. Click OK.
The Word Options dialog box closes and the
Developer tab is displayed on the Ribbon.

Working with Forms
Adding Content Controls  Exercise

Once you have created the form document, you can start
inserting the content controls the user needs to fill out. • Exercise: Insert content controls in the form. (Replace the
text in the right column of the table with the correct content
Tips control.)
 If content controls are not available, you may have

opened a document created in an earlier version of
Word. To use content controls, you must convert the
document to Word 2007 format.
1. Place your insertion point where you want to insert a

form content control.
2. Click the Developer tab on the Ribbon.

The Controls group is where the content controls you
can insert in the form are located.
3. Click the content control you want to use in the

Controls group on the Ribbon.
Table 15-1: Form Content Controls describes each of
the content controls you can insert in the form. Figure 15-2: The form with content controls filled in.
Group content controls

Table 15-1: Form Content Controls
You can group content controls to make them easier to
work with. Formatting can be saved by loading,
Rich Text saving, or closing the document. Use this
1. Select the controls you want to group. control for a short paragraph.
This is limited to a plain text paragraph, so
2. Click the Group button in the Controls group. no formatting can be included.
Text
3. Select Group from the list. Fills the content control with a single
picture.
Picture Content
Set content control properties Control
You can change the properties for a content control after it Contains a list that you can edit directly.
is inserted. Do this to change the options available under a Formatting can be saved by saving or
Combo Box
drop-down list, for example. closing the document.
Choose from several predetermined
1. Select the content control you want to change and selections that appear upon clicking the list
Drop-Down
click Properties in the Controls group. arrow.
List
The Properties dialog box appears. Use this to help users enter a date. The
Date Picker content control allows you to control the
2. Change the content control’s properties as necessary. format and appearance of the date.
Shows a gallery of formatted design
3. Click OK. choices you can add to the content control.
Building Block
Specify the building blocks you want to
Gallery
make available from the Quick Parts
gallery.
If you prefer the form controls from
previous versions of Word, they are
Legacy Tools
available here.

Working with Forms
Assigning Help to Form  Exercise
Content Controls • Exercise File: Form15-2.docx

• Exercise: Change the placeholder text in the Client’s
Help out the people who fill out the forms you create by
Name control to, ―Enter your name: Last, First‖
adding instructional text to the content controls. By
default, instructional text already appears when the
content controls are inserted, such as ―Choose an item,‖
or ―Click here to enter text.‖
Instead, you can enter instructional text that is more
specific to your form, such as ―Click here to enter your
first name.‖
1. Click the Developer tab on the Ribbon and click the

Design Mode button in the Controls group.
The form content controls change so that they are
editable.
2. Click the content control that you want to add

instructional text to.
3. Edit and format the placeholder text as you wish.

Once you’re done editing the placeholder text for
content controls, turn off Design Mode. Figure 15-3: Design Mode allows you to change the
instructional (placeholder) text of content controls.
4. Click the Design Mode button in the Controls group.
The content controls are edited with instructional
text.
Make a content control disappear

You can make a content control disappear when someone
enters their own content in a Rich Text control or Text
control.

Design Mode button in the Controls group.
The form content controls change so that they are
editable.
2. Click the Rich Text or Text content control.
3. Click the Properties button in the Controls group.

The Properties dialog box for the control appears.
4. Click the Remove content control when contents Select this check box to make the content control disappear
are edited check box. when it is edited.
Figure 15-4: The Content Control Properties dialog box
5. Click OK. for a Rich Text content control.
6. Click the Design Mode button in the Controls group.

Working with Forms
Preparing the Form for  Exercise

Distribution
• Exercise: Protect the form so it is ready to be distributed.
You need to protect a form before distributing it so that
the content controls cannot be removed or edited when
users fill out the form.
Protect the entire form

If you are asking people to fill out a form, in most cases
you will want people to fill out the entire form.
1. Open the form.

Make sure the form and its content controls appear
the way you want users to see it before filling out the
form.

The Restrict Formatting and Editing task pane
appears.
4. Click the Allow only this type of editing in the

document check box in the Restrict Formatting and
Editing task pane.
Figure 15-5: Protecting the form for distribution.
Specify the type of editing to be allowed in the
editing restrictions list.
5. Click the Editing restrictions list arrow and select

Filling in forms from the list.
If that is all the protection you need, you are ready to
start protecting the document.
6. Click the Yes, Start Enforcing Protection button.

The Start Enforcing Protection dialog box appears.
It’s a good idea to enter a password so that users can’t
change the editing restrictions.
7. Enter a password in the Enter new password

(optional) text box.
8. Enter the password again in the Reenter password to

confirm text box.
9. Click OK.
The document is protected, and the protection level is
shown in the Restrict Formatting and Editing task
pane.

Working with Forms
Protect parts of the form

Protect only parts of the form if you want people to be
able to edit the document beyond the form content
controls.
1. Open the form.

Make sure the form and its content controls appear
the way you want users to see it before filling out the
form.
2. Select the content control or the content control

group you want to protect.
If content controls are grouped, you can change their
protection properties all together.

Properties button in the Controls group.
There are two locking options you can use to protect
a content control:
Content control cannot be deleted: This allows
ackediting of the content control, however it cannot
be deleted.
Contents cannot be edited: This allows deleting on
the content control, but it cannot be edited.
4. Select one or both of the locking options in the dialog

box and click OK.
The form is protected accordingly. Figure 15-6: The Content Control Properties
dialog box.

Working with Forms
Filling Out a Form  Exercise

Fill out a form once you’ve completed creating it to make
sure it’s working correctly. • Exercise: Fill out the form using your own information, or
the information shown in Figure 15-7.
Also, if you receive a form from someone, here’s how to
fill it out.
1. Click a content control to begin working with it.

Content controls should have some instructive text on
or near them to help you understand how to fill out
the content control.
2. Select an option from the content control or enter text

as directed.
The document around the content controls should
also be able to help you with controlling these
options.
3. Save the form when you are finished filling it out.

Your changes to the form are saved and ready to be
tabulated.
Figure 15-7: Choose an option from the combo box to proceed.

Working with Forms Review
Quiz Questions
205. The areas where users input information in a form are called:
A. Input Centers
B. Developer Tabs
C. Templates
D. Content Controls
206. The Controls group is located in:

A. The References tab on the Ribbon.
B. The Developer tab on the Ribbon.
C. The Review tab on the Ribbon.
D. The View tab on the Ribbon.
207. When you click the Developer tab on the Ribbon and click the Design Mode button:
A. The form content controls change so that they are editable.
B. The form content controls are changed to pre-selected alternate text.
C. All placeholder text disappears.
D. The form content controls are locked so that they cannot be changed.
208. Why would you protect a form before distributing it?

A. To prevent the form from viruses.
B. To prevent the form from receiving junk e-mail.
C. To prevent the content controls from being removed or edited by users.
D. To prevent people from stealing your information.
209. You can allow content controls to be edited while still preventing it from being deleted.(True or False?)
210. To begin working with a content control, just click it. (True or False?)
Quiz Answers
205. D. The areas where users input information in a form are called content controls.
206. B. The Controls group is located in the Developer tab on the Ribbon.
207. A. When you click the Developer tab on the Ribbon and click the Design Mode button, the form content controls
change so that they are editable.
208. C. You need to protect a form before distributing it so that the content controls cannot be removed or edited when
users fill out the form.
209. True. You can allow content controls to be edited while still preventing it from being deleted

210. True. To begin working with a content control, just click it.

16
Working with What does the Internet mean to a word
Web Pages
processor? More and more, documents are
never printed on paper, but are read online
as e-mail, Web pages, or blogs on the
Saving a Documant as a Web Page ............... 279 World Wide Web instead. Realizing this,
Modifying and Viewing a Web Page .............. 281
Microsoft added some Web-related
Modify a Web page ................................ 281 features to Word.
View a Web page ................................... 281 You can use Word to create and modify
Using Hyperlinks ............................................. 282 Web pages so that other users can read
Insert a hyperlink ................................... 282 them over the Internet, or just through
Edit a hyperlink ...................................... 283 your corporate Intranet. You can add
Delete a hyperlink .................................. 283 hyperlinks to link them to another
Specifying Web Options ................................. 284 document, a file created in another
program, or even a Web page. This
Working with Blog Posts ................................ 285 chapter will cover all these topics and
Register a blog service provider with Word
more.
............................................................... 285
Register with another provider ............... 285
Create a blog post ................................. 286
exercise files:
the exercise file.

Working with Web Pages
Saving a Document as a Web  Exercise

• Exercise File: Web16-1.docx
Page
• Exercise: Save Web16-2 as a Web page. Add ―North Shore
You can work with simple Web pages in Word. This Travel‖ as the page title.
lesson shows you how. When a Word document is saved
as a Web page, Word converts the text and other items in
the document so that it is readable in HTML, the language
that communicates how a page should look to your Web
browser, such as Internet Explorer.
The difference between working with a document and a Table 16-1: Features that Work Well in Web Pages
Web page is not very great in Word 2007. Some of Word’s Page Color Change the background of the page to
features are not available in Web pages, such as some font a color, pattern, texture, or picture.
formats, headers and footers, and cross-references. On the
other hand, some features work perfectly for Web pages, Page Borders Add a border around one or all sides
as shown in Table 16-1: Features that Work Well in Web of the page. You can also use different
Pages. line styles for different effects.
The difference between how these documents are saved is Tables Tables are a great way to organize the
very important. When you save a Word document, structure of the Web page. Use the
everything you see on the page is saved in one file. For cells to contain text, graphics, and
example, if you have inserted clip art in your document, pictures and to provide spacing
the clip art file is embedded in the document; it’s not between elements.
saved as a separate file outside of the document. Web dividers A graphical way to provide separation
in a Web page. Search for web
Web pages do not use embedded files. Each element of
dividers under Clip Art to find one
the page—page, graphic, or picture—is stored as a
that works with your Web page.
separate file. For example, if you want to use a picture in
your Web page, you have to define the image source—
where the file is saved on the Internet—in the Web page.
All of these files required for a Web page are normally
saved together in their own Web site folder.
With that understanding in mind, here’s how to save a
document as a Web page.
1. Click the Office Button and select Save As from the

menu.
2. Click the Save as type list arrow and select Web

Page (*.htm, *.html).
Now change the page title. The page title appears in
the title bar of the browser when the page is
displayed.
There are two additional Web Page Formats you can
choose from. See Table 16-2: Web Page Format
Options for more information.
3. Click the Change Title button.

Figure 16-1: The Page Title will be displayed in the title
The Set Page Title dialog box appears.
bar of the browser.

4. Type a title for the page and click OK.

The page title is set, and the .htm file type is also
selected. Go ahead and save the page.
5. Click the Save button.

The document is saved as a Web page and is shown Table 16-2: Web Page Format Options
in Web Layout view. Single File Web (Default) Encapsulates all the elements of
Also, Word has created a folder that contains all the Page the Web page (text, graphics, etc.) in a
elements of the Web page that are stored as separate single file.
files. Web Page Saves a document as a Web page and
preserves all Word-specific document
Tip: Web pages can’t display the same things as formatting by embedding it using XML
Word documents. If Word can’t convert tags – at the cost of large file sizes.
something in your document into HTML, the
Compatibility Checker will appear to warn you Web Page, Save a document as a Web page without
Filtered preserving any Word-specific formatting.
which features won’t be supported. Follow its
Filtered Web pages are much smaller in
instructions to continue size.
Tips
 A typical convention for file names of Web pages is
no caps and no spaces. Use an underscore (_) to
separate words.

Modifying and Viewing a Web  Exercise

• Exercise File: Web16-2.htm
Page
• Exercise: Add a web divider above the ―We offer‖ text.
You can make changes and preview how the Web page (search clip art for web dividers.) Add a bullet that says,
will look in a browser. ―Custom tours‖.
Modify a Web page

Once a document is saved as a Web page, there is really
no difference in how you work with the page to make
changes to text. You just need to watch out for features
that are not available in HTML.
Pictures are different, however, because they are saved as
a separate file, not embedded in the Web page. The
placeholder for pictures needs to match the size of the file
saved in the server.
1. Modify the Web page just as you would in a

document.
The contents of the Web page are changed.
View a Web page

The closest way to preview how a Web page will look in a
Web browser is to view the page in Web Layout view.
Web pages are displayed in this view by default.
Web Layout
1. Open the document. view button
2. Click the View tab on the Ribbon and click the Web Figure 16-2: The Web page is shown in Web Layout view
Layout button in the Document Views group. by default.
The Web page appears in Web Layout view, where
you can also make changes to it.
Other Ways to Open Web Layout View:
Click the Web Layout button on the Status bar.
Tips
 Microsoft Word is not the best tool to use for creating
and designing Web pages. If you want to get really
serious about creating your own Web site, use
FrontPage, the Web design tool for Microsoft Office.

Using Hyperlinks  Exercise

• Exercise File: Web16-3.htm
In this lesson, you will learn how to use hyperlinks in
Word. A hyperlink points to a file, a specific location in a • Exercise: Select the ―North Shore Travel‖ text in the first
body paragraph. Use it as the text for a link to
file, or a Web page on the Internet or your organization’s
http://www.customguide.com.
Intranet. Whenever you click a hyperlink, you jump to the Delete the link.
hyperlink’s destination. A hyperlink is usually indicated
by colored and underlined text. If you have ever been on
the World Wide Web, you’ve used hyperlinks all the time
to move between different Web pages.
Insert a hyperlink
You can insert a hyperlink anywhere in a Web page, or
even a document.
1. Select the text you want to use for the hyperlink.

Hyperlink text is often part of a regular sentence. For
example, ―The Elk Pine Lodge is a premier locale for
destination weddings in Colorado.‖

Hyperlink button in the Links group.
The Insert Hyperlink dialog box appears.
Figure 16-3: A hyperlink usually appears with as colored
Other Ways to Insert a Hyperlink: underlined text.
Select the text and press <Ctrl> + <K>.
There are four different types of Hyperlink
destinations you can create:
 Existing File or Web Page: Create a link that
takes you to another Word document to a file
created in another program, such as a Microsoft
Excel worksheet, or Web page on the Internet.
This is the most common type of hyperlink.
 Place in This Document: Takes you to a
bookmark in the same document.
 Create New Document: Creates a new Microsoft
Word document and then inserts a hyperlink to it.
 E-mail Address: Creates a clickable e-mail Figure 16-4: The Insert Hyperlink dialog box.
address.
3. Click the Link to button you want to use.

The dialog box changes to allow you to select the
destination of the hyperlink.
4. Enter information for what you want the hyperlink to

link to.
Once the hyperlink destination is set, create the link.
5. Click OK.

Edit a hyperlink
You can change a hyperlink’s display text, type, or
destination after it is inserted.
1. Right-click the hyperlink and select Edit Hyperlink

from the contextual menu.
The Edit Hyperlink dialog box appears.
You can change the type of link, the link’s destination
or target, or the text that is displayed for the
hyperlink.
2. Edit the hyperlink and click OK.

The hyperlink is updated with the new information.
Delete a hyperlink
If you no longer want to include a hyperlink in the Web
page or document, it is easy to remove the hyperlink from
the text.
1. Right-click the hyperlink and select Remove

Hyperlink from the contextual menu.
The hyperlink is removed from the text.
Other Ways to Remove a Hyperlink:
Right-click the hyperlink and select Edit
Hyperlink from the contextual menu. Click
Remove Link in the Edit Hyperlink dialog box.

Specifying Web Options  Exercise

You can set Web options so that Word displays the Web
page with the settings you want. For example, if your • Exercise: Open the Web Options dialog box. Understand
the options you can control, regarding how Web pages are
target audience will be using Internet Explorer 4.0, the
displayed in browsers.
Web page will be able to display fewer features than a
more recent version. Therefore, you should change the
Web settings to reflect any restrictions you anticipate
from those viewing the page.

2. Click the Advanced tab.

There are quite a few advanced options for Word.
Web Options are near the bottom of the dialog box.
3. Scroll down to the bottom of the screen and click

Web Options.
The Browsers tab of the Web Options dialog box
appears. The options you can control are organized
under the tabs in the dialog box.
4. Click the tab of the options you want to change. Figure 16-5: The Web Options dialog box.
5. Select the Web options you want to use and click

OK.
Table 16-3: Web Options Tabs
Now Word is optimized to display the Web page as it
would appear with the specified Web options. Browsers Choose the browser that the people who view the
Web page will be using. The Options check
boxes change according to the browser that is
selected.
Files Specify how you want Web page files to be
saved, such as the format of file names, where
the files are located, and updating links. Also
specify the default editor for Web pages.
Pictures Set the size of the Web page here. The Screen
size setting should be the screen resolution that is
anticipated for the people viewing the page. A
higher pixels per inch count makes for a higher
quality page that is also a larger file size.
Encoding The encoding specifies which HTML code is
used to convert the document’s HTML.
Fonts Choose the default font and font size used to
display the page.

Working with Blog Posts  Exercise

Blogs have become one of the most popular ways to make
your voice heard on the Internet. More popular than • Exercise: Create a blog post. If you wish, register your
blog service provider with Word and publish the blog post.
personal Web pages, a blog (Web log) is a Web site where
entries about an individual’s thoughts are recorded. Most
are themed for politics, food, or another topic of the
author’s choice. Others are run more like an online
journal.
Register a blog service provider with Word

You need a blog provider that hosts and maintains your
blog before you begin writing blog entries in Word.
Office Word 2007 works with several blog service
providers:
 Windows Live Spaces
 Microsoft Windows SharePoint Services
 Community Server
 WordPress
 Blogger Figure 16-6: The registration page at Wordpress.com
 TypePad
Once you have a blog account with a blog service
provider, you can register the blog’s information in Word.
Tips
 If you don’t register your blog account in Word, you
won’t be able to publish entries to your blog from
Word.
Register with another provider

You can register with another blog service provider if
yours is not listed in Word.
1. Create a new blog post.

The new blog post template is available in the New
Document dialog box.
If you have not registered a blog service provider, the
Register a Blog Account dialog box appears.
2. Click Register Now.

The New Blog Account dialog box appears.
3. Click the Blog list arrow and select Other from the
list. Click Next.
The New Account dialog box appears. The
information required in this dialog box is available
from the blog service provider.

4. Type your user name, password, API, and blog post

URL. Click OK.
Word confirms the information with the provider.
Once the confirmation process is complete, you can
begin writing and posting blog entries using Word. Publish button
Create a blog post

Creating an actual blog entry is not very difficult at all.
Just use the commands available to you in the Blog Post
and Insert tabs on the Ribbon and publishing to your
registered account is a snap.
1. Click the Office Button and select New.

The New Document dialog box appears.
2. Select New blog post and click Create.

A new blog post document appears, assuming you
have already registered your blog account with Word.
3. Enter a Post Title and create your blog post entry. Figure 16-7: When the post is completed it can be
published directly to your blog (as long as your blog
A blog post entry can be any combination of text and service is registered with Word.
items you can insert under the Insert tab, such as
pictures, links, or videos.
When the post is ready, publish it to your blog.
4. Click the Publish button in the Blog group.

Working with Web Pages Review
Quiz Questions
211. Web pages use embedded files for graphics and pictures. (True or False?)
212. If Word cannot convert something to HTML:

A. Microsoft Word will close.
B. The file will be converted to a PowerPoint Presentation.
C. The Compatibility Checker will appear with instructions.
D. All features in Word work perfectly well for Web pages.
213. When viewing a Web page, the images can vary significantly from one browser type to another. (True or False?)
214. A hyperlink can take you to:

A. An existing Web page.
B. A different place in the document you are viewing.
C. An e-mail composition page.
D. All of the above.
215. Double-clicking a hyperlink will let you edit it.(True or False?)
216. Which of these is NOT a tab in the Web Options dialog box?
A. Browsers, for optimizing an image for a particular browser program.
B. Files, for specifying the format and location of your files.
C. Fonts, for choosing the deault font style and size to appear on your page.
D. Speed, for determining how fast the page should load.
217. Before you publish a blog post in Word, you must:

A. Convert your document to a .blg format.
B. Register with a blog service provider
C. Insert hyperlinks into your document.
D. Click the Blog button in the Web Publishing tab on the Ribbon.
218. Blog entries can only contain text. (True or False?)
Quiz Answers
211. False. Web pages do not use embedded files.
212. C. If Word cannot convert something to HTML, the Compatibility Checker will appear with instructions.
213. True. When viewing a web page, pictures can vary significantly from one browser type to another.

214. D. A hyperlink can take you to an existing Web page, a different place within the current document, a new document
or an e-mail composition page.
215. False. Right-clicking a hyperlink will let you edit it.
216. D. There is no Speed tab in the Web Options dialog box.
217. B. Before you can publish a blog post from Word, you must register your blog service provider in Word.
218. False. Blog entries can contain images, videos, audio clips, and links.

17
Advanced This chapter explains how to tailor Word
Topics
to work the way you do. In this chapter,
you will get to customize many of Word’s
settings through Word Options.
Customizing the Quick Access Toolbar ........ 290 First, learn how to customize the Quick
Add commands to the Quick Access
Toolbar ................................................... 290
Access Toolbar and work with
Move the Quick Access Toolbar below the AutoCorrect. Add the commands you use
Ribbon ................................................... 291 most often so they are readily available on
the Quick Access Toolbar above the
Using and Customizing AutoCorrect ............. 292 Ribbon. AutoCorrect is the feature that
How AutoCorrect works ......................... 292
instantly corrects common spelling and
Create an AutoCorrect entry .................. 292
typing errors, such as changing ―teh‖ to
Changing Word’s Default Options ................. 294 ―the.‖
Recovering Your Documents ......................... 295 You’ll also learn more about how to
Understand how AutoRecover works ..... 295 customize word by changing its default
Change AutoRecovery settings .............. 296
options, viewing document properties,
Using Microsoft Office Diagnostics ............... 297 finding a document on your computer,
Viewing Document Properties and Finding a recovering documents when Word
File..................................................................... 298 crashes, and repairing Word when it does
View document properties ..................... 298 not work properly.
Find a file ............................................... 298
The last topic covered by this chapter is
Saving a Document as PDF or XPS ............... 299 macros. A macro helps you perform
Download add-in .................................... 299 routine tasks by automating them. Instead
Save to PDF or XPS .............................. 299 of manually performing a series of time-
Adding a Digital Signature to a Document .... 301 consuming, repetitive actions in Word,
you can record a single macro that does
Recording a Macro .......................................... 302
the entire task, all at once.
Show the Developer tab on the Ribbon. 302
Record a macro ..................................... 302
Playing and Deleting a Macro ......................... 304
Play a macro .......................................... 304
Delete a macro ...................................... 304
Delete a macro ...................................... 304
Editing a Macro’s Visual Basic Code ............. 305

Advanced Topics
Customizing the Quick Access  Exercise

Toolbar
• Exercise: Add the Print Preview command from the
The Quick Access Toolbar is a shortcut for commands Popular Commands group to the Quick Access Toolbar.
that are used most often. You can customize it to fit your Move the Quick Access Toolbar below the Ribbon.
working style better.
Add commands to the Quick Access Toolbar

The purpose of the Quick Access Toolbar is to provide
buttons for the commands you use most frequently. If the
Quick Access Toolbar doesn’t contain enough of your
frequently used commands, you can customize it by
adding or deleting its buttons.

2. Click the Customize tab.

This tab displays options for customizing the Quick
Access Toolbar. The left side displays commands you
can add to the Quick Access Toolbar. The right side
displays commands that appear there.
Click this option to move the location of the Quick
3. Click the Choose commands from list arrow and Access Toolbar.
select the group of commands you want to view. Figure 17-1: Adding a command to the Quick Access
Each group has a different set of commands to Toolbar.
display. Some commands appear in several groups.
Once the command you want to add to the Quick
Access Toolbar appears, you can add it to the toolbar.
4. Select the command you want to add to the Quick

Access Toolbar.
5. Click the Add button.

The command is added to the list of commands in the
Quick Access Toolbar.
Tip: Arrange the order in which the commands on
the Quick Access Toolbar are displayed by
clicking the Move Up and Move Down buttons to
the right of the column.
Tip: Click the Reset button to return the Quick
Access Toolbar to its default commands.
Tip: Select a command in the Quick Access
Toolbar column and click the Remove button to
remove it from the Quick Access Toolbar.
6. Click OK.
The new commands are displayed on the Quick
Access Toolbar.

Advanced Topics
 Other Ways to Add Commands to the Quick

Access Toolbar:
Click the Customize Quick Access Toolbar
button on the Quick Access Toolbar and select
the command you want to add to the toolbar.
Move the Quick Access Toolbar below the

Ribbon
The Quick Access Toolbar is displayed above the Ribbon
by default, but you can move it below the Ribbon as well.

2. Click the Customize tab.

Figure 17-2: The Quick Access Toolbar above the Ribbon.
This tab displays options for customizing the Quick
Access Toolbar.
3. Click the Show Quick Access Toolbar below the

Ribbon check box.
4. Click OK.
The Quick Access Toolbar is shown below the
Ribbon.
Other Ways to Move the Quick Access Toolbar:
Click the Customize Quick Access Toolbar
button on the Quick Access Toolbar and select
Show Below the Ribbon from the list. Figure 17-3: The Quick Access Toolbar below the Ribbon.

Advanced Topics
Using and Customizing  Exercise

AutoCorrect
• Exercise: Create an AutoCorrect entry that replaces ―ot‖
AutoCorrect automatically corrects many common typing with ―to‖. Try the AutoCorrect entry with this phrase, ―He
and spelling errors as you type. It is also a great way to was going ot the store.‖
use shorthand for longer words, phrases, or symbols.
AutoCorrect is a feature that is shared across the He was going ot
Microsoft Office suite—so any additions or changes you 
make to AutoCorrect in one program, such as Word, will Press <Spacebar>
appear in all the Microsoft Office programs, like Excel.
He was going to 
How AutoCorrect works
You may have already noticed that sometimes your typos Figure 17-4: An example of how AutoCorrect works.
are corrected as you enter text in Word. When you type an
AutoCorrect entry and then press the <Spacebar>,
AutoCorrect replaces that text with the correct text.
For example, AutoCorrect will change the mistyped
words ―hte‖ to ―the‖, or ―adn‖ to ―and‖. AutoCorrect also
corrects simple grammar mistakes, such as capitalization
problems. For example, it would change ―GOing‖ to
―Going‖ or capitalize the first letter in sentences.
Create an AutoCorrect entry

Word already has many entries in AutoCorrect, but you
can add your own entries to correct habitual misspellings,
quickly insert a symbol, or insert a shorthand version of a
long phrase that you frequently use.

2. Click the Proofing tab.

This tab displays options for how Word corrects and
formats your text.
3. Click the AutoCorrect Options button.

The AutoCorrect dialog box appears with the
AutoCorrect tab in front. You can change how
AutoCorrect works and add, change, or remove the
AutoCorrect entries.
4. Type the word or phrase you want to correct or use as

shorthand in the Replace text box.
Figure 17-5: The AutoCorrect tab of the AutoCorrect
This is the text that AutoCorrect will recognize when dialog box.
you type.
5. Type the word or phrase you want to appear in the

With text box.
When the text in the ―Replace‖ text box is typed with
a space, the text in the ―With‖ text box will appear.
292
Advanced Topics
7. Click Add.
The entry is added to the AutoCorrect list.
6. Click OK to close the AutoCorrect dialog box. Click

OK to close the Word Options dialog box.
The dialog boxes close and the entry will now be
available in all Word documents, and also in all other
Office applications.

Advanced Topics
Changing Word’s Default  Exercise

Options
• Exercise: Explore the tabs in the Word Options dialog
Microsoft spent a lot of time and research when it decided box.
what the default settings for Word should be. However,
you may find that the default settings don’t always fit
your own needs.
This lesson isn’t so much an exercise as it is a reference
on how to customize Word by changing its default
settings.

2. Click the tabs on the left to view different option

categories.
See Table 17-1: Tabs in the Word Options Dialog Box
for more information on these categories.
3. Change the options as you see fit. Click OK to

confirm the changes. Figure 17-6: The Advanced tab of the Word Options
dialog box contains the most options for customizing
The changes are applied to the Word program. Word.
Table 17-1: Tabs in the Word Options Dialog Box
Popular Change the most popular options in Word. This includes enabling the Mini toolbar, Live Preview, and the Developer
tab. Also, change the color scheme, control ScreenTips, and change the user name and language settings.
Display Change how content is displayed on the screen and when printed. Change screen display options such as showing
white space between pages in Print Layout view and choose which formatting marks you always want to display on
the screen, such as tab characters and paragraphs. Set printing options, such as updating fields before printing and
printing hidden text.
Proofing Change how Word corrects and formats your text. Change what types of errors Word flags when looking for spelling
and grammar errors.
Save Customize how documents are saved, such as how often AutoRecover saves a document and change default file
locations.
Advanced Advanced options for working with Word. Change how Word works when you edit text; modify how cut, copy, and
paste commands operate; control what Word displays in a document, such as Smart Tags and field codes; customize
tools in the window, such as how it displays screen tips and scroll bars; control how the document is printed; choose
advanced save options; and control general options such as how updating automatic links.
Customize Add commands to the Quick Access Toolbar and change or add keyboard shortcuts for commands in Word.
Add-Ins View and manage Microsoft Office add-ins, such Acrobat PDFMaker and custom XML data.
Trust Center Help keep your documents safe and your computer secure and healthy. Read privacy statements and change Trust
Center Settings to control how Word works with macros, add-ins, the message bar, trusted publishers and locations,
and more.
Resources Contact Microsoft, find updates and online resources, and maintain the health and reliability of your Microsoft
Office programs.
294
Advanced Topics
Recovering Your Documents  Exercise

Computers don’t always work the way they’re supposed
to. Nothing is more frustrating than when a program, for • Exercise: Understand how AutoRecover works. Change
the AutoRecover save interval to 8 minutes.
no apparent reason, decides to take a quick nap, locks up,
and stops responding to your commands—especially if
you lose the precious document that you’re working on!
Fortunately, Microsoft realizes that people might want to
recover their documents when Microsoft Word locks up or
stops responding. If Word 2007 encounters a problem and
stops responding, you can restart Microsoft Word or your
computer and try to recover your lost documents.
Sometimes Word will display a dialog box similar to the
one shown in Figure 17-7 and automatically restart itself.
Figure 17-7: This dialog box appears before Word closes
Understand how AutoRecover works abnormally (crashes).
If AutoRecover is enabled in Word, you don’t have to do

anything to make it work. When Word suddenly crashes,
Word automatically restarts and returns as close as it can
to the state of the program as it was. For example, if you
had several documents open, Word would reopen all the
documents to the same window size and status before the
crash.
1. Restart Microsoft Word (if it doesn’t restart by itself).

In a majority of cases, Word will restart on its own.
2. Select the best recovered document in the Document

Recovery task pane.
Sometimes Word will display several recovered
documents in the Document Recovery task pane,
such as the original document that was based on the
last manual save, and a recovered document that was
automatically saved during an AutoRecover save
process. You can see the status of any recovered
document by simply pointing at the recovered
document for a second or two. Figure 17-8: The Document Recovery task pane appears
when Word reappears after closing abnormally.
3. Click Close to close the task pane.
You can resume working with the document(s).
Table 17-2: Status Indicators in the Document

Recovery Task Pane
Original Original file based on last manual save.

AutoSaved File recovered during recovery process or file
saved during an AutoRecover save process.
Repaired Word encountered problems while recovering
the document and has attempted to repair them.

Advanced Topics
Change AutoRecovery settings

You can further protect your work by using the
AutoRecover feature to periodically save a temporary
copy of the document you're working on. To recover work
after a power failure or similar problem, you must have
turned on the AutoRecover feature before the problem
occurred. You can set the AutoRecover save interval to
occur more frequently than every 10 minutes (its default
setting). For example, if you set it to save every 5
minutes, you'll recover more information than if you set it
to save every 10 minutes. Here’s how to change the
AutoRecover save interval…

2. Click the Save tab.frugal

Options for how to customize save settings appear.
3. Ensure that the Save AutoRecover information

every check box is checked and specify the desired Figure 17-9: The AutoRecover options are located in the
interval, in minutes, in the minutes box. Save tab of the Word Options dialog box.
You can’t specify the interval if the check box is not
selected.
4. Click OK when you’re finished.

Now Word will automatically save a copy of the
document at regular intervals as you use Word.
Tips
 Even with Word’s document recovery features, the
best way to ensure that you don’t lose much
information if your computer freezes up is to save
your work regularly.
296
Advanced Topics
Using Microsoft Office  Exercise

Diagnostics
• Exercise: Run Office Diagnostics to see if there are any
It’s a sad fact of life. The more complicated programs get, problems with Microsoft Office on your computer.
the less stable they seem to be. Programs sometimes
become corrupted and have to be reinstalled in order to
make them work correctly again. Fortunately, Microsoft
has made this process relatively painless with the Office
Diagnostics feature. Diagnostics runs a series of tests that
can help you discover why your computer is not working
properly. The results of these tests might solve some
problems directly and identify other ways you can solve
problems.
Should your installation of Microsoft Word become
corrupted or buggy, this lesson explains how you can use
Office Diagnostics to fix the problem.
1. Close any open programs except for Word.
Click the Office Button and select Word Options.

Figure 17-10: The Resources tab of the Word Options
2. Click the Resources tab. dialog box. Office Diagnostics replaces Detect and Repair
from Word 2003.
A slew of resources you can use to assist with
Microsoft Office programs are displayed.
3. Click Diagnose.
The Microsoft Office dialog box appears with
information about running diagnostic tests on your
computer.
4. Click Continue.
The next screen for diagnostics appears.
5. Click Start Diagnostics.

A thorough inspection of your Office programs is
undergone, and any required fixes are performed.
Other Ways to Run Office Diagnostics:
Click the Start button and select All Programs
 Microsoft Office  Microsoft Office Tools
 Microsoft Office Diagnostics from the menu.
Tips
 In earlier versions of Office, this feature was called Figure 17-11: The first screen of the Microsoft Office
Diagnostics tool.
Detect and Repair. This new tool provides more
comprehensive testing and repair capabilities.

Advanced Topics
Viewing Document Properties  Exercise

• Exercise
Exercise File: None required.
Timesheet1.docx
and Finding a File
• Exercise:
Exercise:Online lesson
View the file.
Timesheet.docx document properties
and add ―Human Resources‖ to the Subject property. Then
View document properties search for ―times‖ (a keyword for the Timesheet.docx
Document Properties are bits of information that describe document) in the Search box under the Start button.
and identify a document. This information includes the Click the Document Properties list arrow to view Advanced
title, author name, subject, and keywords in the document. document properties.
You can also add your own tags to document properties to
help organize and identify the document later.
1. Click the Office Button and select Prepare 

Properties from the menu.
The Document Information Panel appears with the
document’s standard properties displayed. You can
add your own keywords to the Keywords text box to
make it easy to search for the document.
Tip: Change a property by changing the text in its
text box.
You can also view more advanced properties.
2. Click the Document Properties list arrow in the

upper-left corner of the Document Information Panel
and select Advanced Properties.
Figure 17-12: The Document Information Panel appears
The Properties dialog box appears. Use these tabs to between the Ribbon and the document.
view and change more document properties.
3. Click the OK button in the Properties dialog box

The Properties dialog box is closed.
4. Click the Close button in the Document Information

Panel.
The Document Information Panel is closed.
Find a file
Use the Search
It is just as easy to misplace and lose a file in your folder for more
advanced
computer as it is to misplace your car keys—maybe
searches.
easier! Luckily, Windows comes with a great search
feature that can track down your lost files. Search can
look for a file, even if you can’t remember its exact name
or location.
1. Click the Start button and type what you want to

search for.
Instant Search looks for file names, file contents, and
file keywords that match the text you are searching
for and displays the results in the Start menu.
Figure 17-13: Search results from the Search box in the
2. Click the file that matches your search. Start menu.
The selected file appears.
298
Advanced Topics
Saving a Document as PDF or  Exercise

• Exercise File: Timesheet1.docx
XPS
• Exercise: Save the Timesheet1.docx document as a PDF.
New in Office 2007, you can save your files in Portable
Document Format (PDF) or XML Paper Specification
(XPS) format. Both formats ensure that when the file is
viewed online or printed, it retains exactly the same
format that you intended, and that data in the file cannot
easily be changed. Resumes, legal documents and
newsletters are examples of files that are usually saved in
PDF or XPS format.
Download add-in
In order to save a document in PDF or XPS format, you
need to download and install an add-in from Microsoft
Office Online.
Figure 17-14: Installing the PDF or XPS Add-in.
1. Click the Office Button and select Save As  Find
add-ins for other file formats from the menu.
The Word Help window appears.
2. Find and click the Save as PDF or XPS Add-in for

2007 Microsoft Office programs link.
The Microsoft Download Center opens in your Web
browser.
3. Follow the instructions to install the add-in.
Save to PDF or XPS

Once you have downloaded the PDF and XPS add-in,
you’re ready to start saving your files.
1. Click the Office Button, click the Save As list arrow

and select PDF or XPS from the menu.
The Publish as PDF or XPS dialog box appears.
Other Ways to Save to PDF or XPS:
Click the Office Button and select Save As from
the menu.
2. Navigate to the location where you want to save the

file.
3. Click the Save as type list arrow and select PDF or

XPS Document from the list.
You have several other options to choose from in this
dialog box:
Figure 17-15: The Publish as PDF or XPS dialog box.
 Open file after publishing: Select this option if
you want to open the file immediately after saving
it. This option is only available if you have a PDF
or XPS reader installed on your computer.

Advanced Topics
 Standard (publishing online and printing):

Select this option if the document requires high
print quality.
 Minimum size (publishing online): Select this
option if the print quality is less important than
the file size.
 Options: Click here to display the Options dialog
box where you can specify even more options.
Click OK to save your changes.
4. Make your specifications and click Publish.

Word saves the document to the specified format.
Tips
 In order to view PDF and XPS files, you need to have
a special reader/viewer installed. These can be
downloaded for free online.
300
Advanced Topics
Adding a Digital Signature to a  Exercise

Document
• Exercise: Understand how to acquire and use digital
You can help provide assurance as to the authenticity, signatures in documents.
integrity, and origin of a document by adding an invisible
digital signature to the document. Much like a
handwritten signature on a check or other legal document,
a digital signature ensures that the document was created
by a particular person.
1. Click the Office Button and select Prepare  Add a

Digital Signature from the menu.
A confirmation dialog box appears.
Tip: To purchase third-party software from the
Office Marketplace, select Signature Services
from the Office Marketplace in the dialog box
that appears.
2. Click OK.
The Get a Digital ID dialog box appears.
3. Select Create your own digital ID and click OK.

The Create a Digital ID dialog box appears.
4. Enter your name, e-mail address, organization and

location and click Create.
Figure 17-16: Prepare a document for distribution by
The Sign dialog box appears. Here you need to adding a digital signature to it.
specify the purpose of the digital signature.
5. Specify the purpose of the digital signature in the

Purpose for signing this document field (for
example, Confirm authenticity).
Now you’re ready to insert the digital signature.
6. Click Sign.
The Signature Confirmation dialog box appears.
7. Click OK.
The signature is confirmed and added to the
document.
Tips
 To view digital signatures associated with a
document, click the Office Button and select
Prepare  View Signatures from the menu.

Advanced Topics
Recording a Macro  Exercise

A macro is a series of commands and instructions that are
recorded so that they can be executed as a single • Exercise: Show the Developer tab on the Ribbon. Create a
macro named ―ExpenseReport‖. Assign this keystroke
command. Instead of manually performing a series of
shortcut <Ctrl> + <Shift> + <Y> to the macro and add the
time-consuming, repetitive actions in Word yourself, you description, ―This macro automatically fills out information
can create a macro to perform the task for you. for Sandra’s expense reports.‖ The macro should record
There are two ways to create a macro: by recording them these commands:
or by writing them in Word’s Visual Basic programming Go to the EmployeeName bookmark.
language. This lesson explains the easy way to create a Type ―Sandra Wills‖, press <Tab>, type ―10369‖, press
macro—by recording the task(s) you want the macro to <Tab>, and insert date and time using the Month Day, Year
execute for you. format.
Show the Developer tab on the Ribbon

The Developer tab must be displayed on the Ribbon in
order to access and insert the macro controls.

2. Click the Show Developer tab in the Ribbon check

box in the Popular tab.
The Popular tab is selected by default when the Word
Options dialog box appears.
3. Click OK.
The Word Options dialog box closes and the
Developer tab is displayed on the Ribbon.
Record a macro
When you record a macro, imagine you’re being
videotaped; everything is recorded—all your commands,
the data you enter, even any mistakes you make. Before
recording a macro, it’s helpful to write down a script that
contains all the steps you want the macro to record.
Practice or rehearse your script a couple times, to make
sure it works, before you actually record it. If you do Figure 17-17: Enter a macro name that will be easily
make a mistake while recording a macro, don’t worry— recognizable in the Record Macro dialog box. Include a
you can always delete the existing macro and try again or description to make the macro even easier to find.
edit the macro’s Visual Basic source code to fix the
mistake.

Record Macro button in the Code group.
The Record Macro dialog box appears.
2. Enter a name for the macro.

Next you can enter a number of specifications for the
macro, including assigning a keystroke shortcut to
the macro for easy access.
302
Advanced Topics
3. (Optional) Click the Keyboard button and press the

keystroke shortcut you want to use. Click Close.
If the keystroke is not already assigned to another
command, [unassigned] appears in the dialog box.
You may also choose if you want to save the macro in
the current document or template, or enter a
description for the macro.
4. Finish entering the macro information and click OK.

Now the Record Macro dialog box closes and
everything you do is recorded.
5. Perform the actions you want to include in your

macro.
You can perform a command from the Ribbon, a
keystroke shortcut, or a dialog box.
Tip: You cannot use the mouse to edit and select Click the Stop Recording button when you
are finished recording the macro.
text as you normally would while recording a
macro—you have to use the keyboard, instead. Figure 17-18: An example of recording a macro.
You still can use the mouse to access Word’s
menus and toolbars, however.
Tip: Use the Pause Recording button if you need
to stop the macro command progression so you
don’t have to start all over again.
6. Click the Stop Recording button in the Code group.

The macro is recorded and ready to use.
Other Ways to Stop Recording:
Click the Stop Recording button on the status
bar.

Advanced Topics
Playing and Deleting a Macro  Exercise

Once you have created a macro, you’re ready to use it in
your documents. • Exercise: Select cell C3. Run the ExpenseReport macro so
that Sandra Wills’ information appears in the table.
Tips
 If you see a Security Warning message beneath the
Ribbon telling you that macros have been disabled,
click the Options button, select Enable this content,
and click OK.
Play a macro

Macros button in the Code group.
The Macros dialog box appears. Here you can see the
macros that are available in the document.
Other Ways to View Macros:
Press <Alt> + <F8>.
2. Select the macro you want to run and click the Run
button.
The macro runs, performing the steps you recorded.
Other Ways to Run a Macro:
Click the button or press the keystroke shortcut
assigned to the macro.
Delete a macro
Delete a macro when it is no longer needed. This lowers Figure 17-19: The Macros dialog box displays all macros
that are available in the document.
the security threat of the document.

The Macros dialog box appears.
2. Select the macro you want to delete and click the

Delete button.
A dialog box appears, asking if you really want to
delete the macro.
3. Click Yes.
The macro is deleted.
304
Advanced Topics
Editing a Macro’s Visual Basic  Exercise

Code
• Exercise: Edit the ExpenseReport macro so that it enters
This lesson introduces you to the Visual Basic (also called ―Brad Johnson‖ instead of ―Sandra Wills‖ and ―12561‖
VB or VBA) programming language—the code Excel instead of ―10369‖. Run the macro to see how it has
uses to record macros. Using the Visual Basic language changed.
and the Visual Basic editor, you can make minor changes
to your macros once you have recorded them.
The best way to learn about Visual Basic is to view
existing code. In this lesson we’ll look at how to view and
edit the code for an existing macro.

The Macros dialog box appears. Here you can see the
macros that are available in the document.
Other Ways to View Macros:
Press <Alt> + <F8>.
2. Select the macro you want to edit and click the Edit
button.
The Microsoft Visual Basic Editor program appears.
Those funny-looking words are Visual Basic—the
language that was used by Word to record the macro
you created. Figure 17-20: The Microsoft Visual Basic Editor.
You don’t have to learn Visual Basic to be proficient
at Word, but knowing the basics can be helpful if you
ever want to modify an existing macro. If you take a
close look at the code for your macro, some of the
procedures should make a little sense to you. For
example, if your macro contains a copy or paste
command, you may see the text ―Selection.Copy‖ or
―Selection.Paste‖.
You can delete sections of code to delete certain
actions from the macro, or edit the code to change the
macro’s actions.
3. Edit the macro’s code as desired, then click the Save

button on the Standard toolbar.
4. Click the Close button in the upper right-hand corner.

The Visual Basic Editor window closes and the Word
program window becomes active once again.

Advanced Topics Review
Quiz Questions
219. Why would you use the Quick Access Toolbar?

A. To have a backup in case the main toolbars fail.
B. To have a toolbar that’s compatible across several programs.
C. To provide quick access to the commands you use most often.
D. To keep your other toolbars private.
220. You can restore the default commands to the Quick Access Toolbar by clicking the Reset button. (True or False?)
221. AutoCorrect changes:

A. Spelling errors
B. Grammar errors
C. Capitalization errors
D. All of these.
222. AutoCorrect entries created in Word will not appear in any other programs. (True or False?)
223. Which of the following is NOT a tab in the Word Options dialog box?
A. Proofing, which changes how Word corrects your text.
B. Display, which changes how content appears on the screen or when printed.
C. Create, which changes how new documents are made.
D. Trust Center, which changes your privacy options.
224. You can see the status of any recovered document simply by pointing at it for a moment in the Available Files pane.
(True or False?)
225. You can specify how often a document is automatically saved. (True or False?)
226. To repair Word, click the Office Button and select:

A. Word Options, then click the Resources tab and click Diagnose.
B. Diagnostics, then click Run.
C. Save, then Save after Diagnosis.
D. Properties, then choose the All Programs tab and select Office Tools.
227. Document Properties like subject and category can only changed by an administrator. (True or False?)
228. If you don’t know the name of a file, you can find it by searching for a file keyword. (True or False?)
229. You can save a document in XPS or PDF mode immeditately when Office is installed on your computer. (True or
False?)

230. Once a document has been saved as a PDF or XPS file, you can view it even without a viewer or reader for those
files.(True or False?)
231. What is a digital signature?

A. A copy of a handwritten signature inserted in a document as a graphic.
B. Your avatar symbol for Office.
C. The signature used in Outlook.
D. A digital encryption that ensures the document was created by a particular person.
232. A macro is:

A. A very large document.
B. A series of instructions that can be executed as a single command.
C. A program that allows developers to translate Visual Basic programming into HTML so it can be displayed on the
Internet.
D. An audio program that accompanies documents in Microsoft Word whenever it is opened.
233. To play a macro in the Macro dialog box, click the button
A. Run
B. Play
C. Macro
D. Go
234. Macros are written in the programming language.

A. ABC
B. Visual Basic
C. Basic Macro
D. Visual Office
235. You can delete a section of code without deleting an entire macro. (True or False?)
Quiz Answers
219. C. The purpose of the Quick Access Toolbar is to provide buttons for the commands you use most often.
220. True. You can restore the default commands to the Quick Access Toolbar by clicking the Reset button.
221. D. AutoCorrect changes spelling errors, grammar errors, and capitalization errors.
222. False. AutoCorrect entries created in Word will appear in all other Microsoft Office programs.
223. C. There is no Create tab in the Word Options dialog box.
224. True. You can see the status of any recovered document simply by pointing at it in the Available Files pane.
225. True. You can specify how often a document is automatically saved.
226. A. To repair Word, click the Office Button and select Word Options, then click the Resources tab and click Diagnose.
227. False. You can change a property by viewing Document Properties and changing the text in its text box.

228. True. If you don’t know the name of a file, you can find it by searching for a file keyword.
229. False. You must download an add-in to enable this ability in Microsoft Office 2007.
230. False. You must download a special viewer or reader to view documents saved as PDF or XPS files.
231. D. A digital encryption that ensures the document was created by a particular person.
232. B. A macro is a series of instructions that can be executed as a single command.
233. A. Click the Run button in the Macro dialog box to play a macro.
234. B. Macros are written in the Visual Basic programming language.
235. True. You can delete a section of code without deleting an entire macro.
308

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Microsoft® Office

Saurabh Sir Notes

Starting Word 2007  Exercise

1. Click the Windows Start button.

2. Point to All Programs.

3. Point to Microsoft Office.

4. Click Microsoft Office Word 2007.

1. Click the Windows Start button.

2. Click All Programs.

3. Click Microsoft Office.

4. Select Microsoft Office Word 2007.

Figure 1-2: The All Programs menu in Windows Vista.

Saurabh sir notes 11

What’s New in Word 2007  Exercise

Table 1-1: What’s New in Word 2007

12 © 2007 CustomGuide, Inc.

Understanding the Word 2007  Exercise

Saurabh sir notes 13

Understanding the Ribbon  Exercise

14 © 2007 CustomGuide, Inc.

Using the Office Button and  Exercise

Quick Access Toolbar

 You can change where the Quick Access Toolbar

Save Undo Redo Customize

Figure 1-6: The Quick Access Toolbar.

Saurabh sir notes 15

Using Keyboard Commands  Exercise

Key Tip badge

Figure 1-7: Press the <Alt> key to display Key Tips.

16 © 2007 CustomGuide, Inc.

Using Contextual Menus and  Exercise

1. Right-click an object or area of the document or

2. Select an option from the contextual menu, or click

The Mini Toolbar

1. Select a block of text.

2. Click the desired command on the Mini Toolbar or

Saurabh sir notes 17

Using Help  Exercise

Search for help

1. Click the Microsoft Office Word 2007 Help button

2. Type what you want to search for in the Type words

3. Click the topic that best matches what you’re looking

Browse for help

1. Click the Microsoft Office Word 2007 Help button

18 © 2007 CustomGuide, Inc.

2. Select an option from the list.

Saurabh sir notes 19

Creating a New Document

Create a new blank document

1. Click the Office Button and select New.

2. Make sure the Blank document option is selected

Create a document from a template

20 © 2007 CustomGuide, Inc.

Inserting and Deleting Text  Exercise

 Click the insertion point where you want to insert the

Double-click near the center of the page to center

 To delete a single character: Place the insertion

Your Organization’s Name Here 25