Lab 01
Lab 01
Lab 01
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Lab 01
Introduction to MS Word
Objective:
This lab will provide a hands-on experience of MS Word. Word is used for documentation. MS word is
helpful in ceartion of official docuemts, letters, and other similar materials.
Activity Outcomes:
The lab will teach students to prepare different text documents.
The students will be able to:
• Create a formal text document with different formatting
• Use different merging tools
• Inserting tables and images in text documents.
Instructor Note:
As a lab activity, read “MicroSoft ”official site for guilines.
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1) Useful concepts:
Microsoft Word is very helpful tool to create a wide variety of professional documents quickly and easily.
This combination of ease of use and robust features makes it the go-to word processor in both homes and
offices today. It’s now also available for the Mac operating system as well as a web-based version through an
Office 365 subscription.
You can also find templates to help you create the following:
• letter
• report or paper
• proposal
• newsletter
• brochure
• catalog
• poster
• flyer
• postcard
• sign
• banner
• resume
• business card
• invoice
• receipt
• product packaging
• mailing label
Activity 1:
Exploring MS Word document
Solution:
Title Bar
1. Note the title bar section which has window controls at the right end, as in other Windows programs.
2. Note that a blank document opens with a default file name of Document 1.
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Save Undo Customize
4. Click the Customize Quick Access Toolbar button again, and click
Show Below the Ribbon. Click Show Above the Ribbon to move the Quick Access Toolbar back again.
Ribbon
The ribbon contains all of the tools that you use to interact with your Microsoft Word file. It is located
towards the top of the window underneath the title bar. All of the programs in the Microsoft Office suite have
one.
The ribbon has a number of tabs, each of which contains buttons, which are organized into groups.
Depending on the object you have selected in the document, several contextual tabs may appear, which
provide additional formatting options for the selected object.
Try clicking on other tabs to view their buttons (do not click the File tab yet),
and then return to Home tab. Switch to Word
Active Tab
By default, Word will open with the Home tab active on the ribbon. Note how the Active tab has a white
background and blue letters, and the Inactive tabs have the opposite.
Contextual Tab
Contextual tabs are displayed when certain objects, such as an images and text boxes, are selected. They
contain additional options for modifying the object. Contextual tabs stand out because they are darker in
color and are located to the right of all the other tabs. As soon as we start being productive in the program, we
will see contextual tabs appear.
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Groups and Buttons
On each Tab, the Buttons (a.k.a. commands or tools) are organized into Groups. The groups have names,
but the names are not clickable.
Hover over some of the buttons on the Home tab to observe the ScreenTips. The ScreenTip displays the
name of the button, along with a short description of what the button does.
• On a two-part arrowed button, called a split button, only one section at a time will darken when
you point to it.
1. In the Paragraph group, point to the left part of the Shading button. This is the
“button proper” section of the button. Note how it is darkened separately from the
arrow portion of the button.
2. Point to the right portion, the section with the arrow. This is the “list arrow” section
of the button. Note how it is darkened separately from the left portion.
3. The button proper is the section of a two-part button that will carry out the default
option or the last used option.
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Dialogue Box Launcher
On some groups there is a launcher icon which will open a dialogue box or a side panel with related but
less common commands.
Click any Dialogue Box Launcher icon, and then close the dialogue box or side panel.
3. Click Auto-hide Ribbon. This option essentially makes Word go into “full screen” mode. It hides not
only the ribbon, but also the Quick Access Toolbar, title bar, and Window Controls.
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b. Click in the middle of the document. Notice how the ribbon hides again.
5. To get a partial display of the ribbon to stay in view:
a. Click the “mini” Ribbon Display Options button on the top right.
b. Click Show Tabs. Note this option has brought back our Quick Access Toolbar, title bar,
Window Controls, and part of the ribbon; only the Tabs are visible. The buttons are not.
c. Click the Home tab. Notice how the buttons come into view.
d. Click in the middle of the document. Notice how the buttons disappear again.
Note: A shortcut for changing to the “Show Tabs” view is to double-click the Active Tab. If the
buttons in the ribbon suddenly disappear, then you may have done this by accident.
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3. Notice how the group looks different now. The entire group was collapsed into a single button. Click
on the button to reveal the contents of the group.
2. Notice that the ribbon and the document are no longer in view. Note the commands, listed on the left
side of the screen, are ones you would use to perform actions TO a document rather than IN a
document.
b. Click the New tab. In this section you can create a new Blank document, or choose from a large
selection of Templates.
c. Click the Open tab. The Open section is used to open existing files on your computer.
i. It immediately presents you with a list of documents that you have recently opened, so
you can quickly find and open them again. (This is disabled in the computer lab.)
ii. Clicking Browse opens a File Explorer dialogue, which allows you to find the file on
your computer. We will be using this option in class.
d. Click the Save As tab. This section allows you to save your file.
4. To return to the document from the Backstage view, click the large, left pointing arrow in the top-
left corner of the screen.
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Workspace
Underneath the ribbon is the workspace.
1. Note the rulers and margin settings.
2. Note the scroll bar on the right side of the screen.
a. If the scroll bar is not visible, move the mouse and it will come into view.
3. Note the blinking cursor/insertion point, which is where new input will display when entered.
a. If the insertion point is not blinking, move the mouse and it will start blinking.
4. Point somewhere on the blank page and note the mouse cursor with the I-beam shape, appropriate for
a text environment.
Status Bar
The Status bar is located below the document window area.
Current Information
The left end displays a variety of information about the document, such as the page number, how many
total words are in the document, and whether there are any spelling errors.
Views
At the right end are shortcuts to the different views that are available. Each view displays the document in
a different way, allowing you to
carry out various tasks more
Displays the document full-screen, making it easier to read. You cannot
efficiently.
edit the document in this view.
Read Mode Shows what the document looks like when it’s printed. This is overall
the best view for editing documents. It is selected by default.
Print Layout Shows what the document would look like if it were saved as a
webpage.
Web Layout
Zoom Slider
Also at the right end of the Status bar is the Zoom Slider. This allows you to adjust how large the
document is displayed on the screen. It does not adjust the actual size of the document—just how big or
small it is displayed on the screen (like moving a newspaper away from or closer to your eyes).
Customization
The Status bar can be customized.
1. Right-click on the Status bar to bring up the customize menu. Options that are enabled have
a checkmark next to them.
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3. Notice how the menu didn’t disappear. Click in a clear space to dismiss the menu.
4. Notice how “Line: 1” appears in the Status bar.
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Creating a document
1. When Word opens, it will display a blank document ready for you to type in. The words that
you type and the formatting that you use become your document.
When we save a Word document, all the data in that document is collected and saved as a file.
Normally files are saved on a computer’s hard drive, but due to security restrictions on computer lab
machines, files must be saved on removable storage devices.
Show Slide 4
message disappears.
4. A notification may appear in the bottom-right corner of the screen, asking what you want to do with
the flash drive. Close it by pointing to it and clicking its Close button.
2. Click Save As. We use “Save As” instead of “Save” the first time we save a file because we
need to tell the computer where to put the file (the file doesn’t have a “home” yet).
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“Save” assumes you’ve saved it before.
3. Click Browse.
4. Notice that a smaller window appears in front of our work. This small window is called a
dialogue box. Because the computer needs to know more than just “OK, save,” the dialogue
box is where we tell it how we want to save our work.
Address field
Dialogue Box
Title
Will be either “Save
As” or “Open”
Navigation Pane
Content Pane
The default
save location is
“Documents”
“ Save ” or “ Open ” Button
5. When it comes to saving, there are two important things to identify for the computer:
7. Notice other available folders and devices can be seen in the left pane, called the Navigation
pane. If we wanted to save to one of these alternate locations, we would have to click on it.
8. Find the location labeled KINGSTON (E:) and click it. Kingston is the name of the company
that created our flash drive.
Note: If you are taking this class from home and do not have a
flash drive, use “Documents” as the location to save your
files.
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9. Your address field should now read This PC > KINGSTON (E:).
10. Now we need to name our file. Notice that the file name field is towards the bottom of the
dialogue box. By default, Word names the file after the first few words that were typed into
the document.
11. Click into this box and the words will be highlighted. Then type the word first to name your
file
‘first’.
12. Once we have given the computer a file name and a save location, we are ready to save. At
this point, your Save As dialogue box should look like the image below. To save, you will
click Save.
13. Your Word window will still be open but notice the title bar will now show the file name
first.docx.
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Activity 2:
Controlling the Appearance of your Document
Solution:
Changing Page Margins
1. Click the Layout tab to access tools to change the appearance of your document.
2. In the Page Setup group, click Margins. A list will appear that will have your current settings
highlighted. Click Wide to see how it will affect your document.
3. Click Margins again and click Custom Margins at the bottom of the list.
a. When the Page Setup dialogue box opens, on the Margins tab, in the Margins
section click the arrows to change the top, left, bottom and right margins to 0.8”.
b. The Gutter setting is an extra margin that is only used if you want to bind your
printed pages together in some way (such as with a three-hole-punch). Leave
this at 0”. c. Click OK.
4. In the Page Setup group, click Margins again and notice how the margin list has now
populated with your customization.
Page Breaks
1. Place your insertion point at the end of the blue paragraph.
2. On the Insert tab, find the Pages group and click Page Break.
3. Notice how the lines below are now on the next page.
4. Notice how Word has inserted some blank space at the top of the next page.
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Good stopping point for Session 1.
Close “Internet Policy.docx” and save the changes.
Describe how the Exercise is organized: The parts in
parentheses are hints concerning how to complete each
step.
c. Click the Insert tab. In the Header & Footer group, click Header to open a list of
different header options.
d. Scroll down the menu to view all the options and click Blank.
e. Notice that a new contextual ribbon has opened called Header & Footer Tools. It has
one tab - Design.
f. Notice how Word is calling out the header section with a dotted-line.
g. Notice the words “Type here” enclosed in brackets on the left. This is a placeholder
for an area of the header into which we can enter content. It is colored gray, which
means it is already selected and ready for us to populate it with content.
a. On the Header & Footer Tools contextual ribbon, on the Design tab, click Close
Header and Footer.
b. By double-clicking anywhere within the body of the document. (We’ll try this in a
minute)
3. Scroll down and notice that “Internet Policy” appears at the top of every page.
4. Also notice that the font color of the text in the header is light gray. This is not the actual font
color. Microsoft Word makes the header text display in light grey to show that the header is
not currently active.
5. Double-click on the header to make it active. Notice how the font color has changed to its real
color (black) and the document body text is now dimmed. Again, this is to show that the
header/footer is active, and the document body is not active.
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a. Note that, when the header is active, the footer is active as well. Scroll down to the
bottom of the current page and notice that there is a Footer section called-out with a
dotted-line.
b. On the Header & Footer Tools contextual ribbon, on the Design tab, locate the
Header & Footer group. Click Footer to open a list of different footer options.
c. Again, scroll down the list to view all the options and then click Blank (Three
Columns).
d. What we’re going to do is, put our name in the left placeholder, the current date in the
center placeholder, and the page number in the right placeholder. There are tools on
the Header & Footer Tools contextual ribbon to facilitate this.
e. Click on the left placeholder to select it and type your name. Do not tap Enter .
f. Let’s make our name bold. How would we do this? Because there is no Bold button
visible, we have to switch to another ribbon. Click the Home tab, locate the Font
group and click
Bold. (no need to highlight the name)
g. Note how our Header & Footer Tools contextual ribbon is no longer active since we
switched to the Home tab. To bring the Header & Footer Tools contextual ribbon back,
click on its Design tab.
h. Click on the middle placeholder in the footer to select it. On the Header & Footer
Tools ribbon, locate the Insert group and click Date & Time. When the dialogue box
opens, click any date format you wish under the Available Formats in the left pane.
i. Note the empty checkbox that says “Update automatically”. This would need to be
checked if you want the inserted date to change to the current date every time you open
this document.
i. Click on the right placeholder. On the Header & Footer Tools ribbon, locate the
Header & Footer group and click Page Number. A list of options will be shown
about where you want to insert the page numbers (see table below).
Page Margins Puts the page number in the left or right margins.
Bottom of
Current Page
Position Puts
Puts thethe page
page number
number in the footer.
wherever your insertion point is.
j. Move your pointer to Current Position and a list of options will open. Scroll down
the list to the “Page X of Y” section and click Bold Numbers.
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k. Double-click in the body of the document to close the Header and Footer Tools.
Adding Visual Interest
1. Changing the Page Background:
a. On the Design tab, in the Page Background group, click Page Color to display a
palette of colors.
b. Mouse-over the colors and observe Live Preview changes to your document.
c. Click a color that is fairly dark (fourth row of Theme Colors).
2. Adding a Watermark:
a. On the Design tab, in the Page Background group, click Watermark to see a list of
semi-transparent messages that can be added to your document. Click on one of the
messages and note it’s insertion into the document. These messages will be printed
should you print the document.
b. You can also customize the watermark text. Click Watermark again and click
“Custom Watermark”. In the Printed Watermark dialogue box, find the Text field, click
into it, delete the existing text, and type some different text. Click OK.
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What’s the difference between the
“Apply” and “OK” buttons?
b. In the Borders and Shading Dialogue Box, on the Page Border tab, there are options
for customizing a border. As you click on different settings, styles, colors, etc. in the
left and center panes, note a preview in the right pane.
c. In the Borders and Shading Dialogue Box, on the Page Border tab, in the left pane,
click on the Box setting.
d. In the Borders and Shading Dialogue Box, on the Page Border tab, in the center
pane, in the Art drop-down list box, click the drop-down arrow. Scroll down and click
a border style that you like. Click OK to add the border.
e. Note that, depending on how large the border is, it may cover up your header and/or
footer. To fix this, you can adjust the distance between the edge of the page and the
header/footer.
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ii. On the Header & Footer Tools contextual ribbon, on the Design tab, in the
Position group, there are two text boxes:
1. The top one controls the distance between the header and the edge of
the page.
2. The bottom one controls the distance between the footer and the edge
of the page.
iii. Increase the values in both of these text boxes until you can see your header and
footer. Note – you will need to click into the footer before you adjust the
bottom control.
Activity 3:
Inserting Online Pictures, Shapes, Text Boxes, and Other Pictures:
Solution:
The insertion of specialized objects into a document can add visual interest. We will explore a few
different types of objects in this section and also learn how to format the objects.
Online Pictures
The former name for this type of object was Clip Art. Clip art are small pictures and symbols made
available for computer users to add to their documents. They can be used to enhance a narrative.
Inserting Online Pictures
1. Click in a clear area underneath the table to move your insertion point off of the table.
Teacher’s note:
If the student’s table is too far down the page, the cursor will get stuck above the table. If this
happens, the student can double-click below the table to place their insertion point there.
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4. Note the words Bing Image Search. Microsoft Word will search the Internet for images using
its search engine, Bing (it is a competitor to Google).
6. Note the gray checkbox labeled “Creative Commons only”. Word has filtered the search results
to only show images that are licensed under Creative Commons licenses.
c. For this reason, if you are planning to use clip art for any professional purpose, we
recommend using a clip art website that contains only public use images. One such
website is pixabay.com. Public use images give you complete control over how you
may use them. Later in the lesson we will learn how to insert a picture from
pixabay.com into a Word document.
d. Another alternative is to purchase clipart (also called “stock images”). This is how
businesses typically obtain clip art.
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10. Click in a clear space to dismi ss the screen tip.
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Rotate
Layout Options
Resize proportionally
1. If you cannot already see a border and small circles around your picture, click on the picture to
select it.
2. Point your mouse to one of the circles. These circles are called resizing handles. Notice the
pointer shape changes to a white arrow with two ends. As we learned before, this is a resizing
cursor.
3. Using one of the corner circles, click and drag towards the center of the picture and note it
resizes the picture proportionately. This does not always work with other types of objects.
Other objects require you to hold down while resizing to retain the original proportions.
Shift
Warning: Increasing the size of an online picture can result in a distorted look
when printed. To avoid this, try not to make an online picture any larger than it
was when you originally inserted it into the document.
4. Click and drag from one of the side circles and note the change in shape of the picture. These
circles do not resize the picture proportionally. Click Undo.
5. Click and drag the circular arrow icon above the picture note how the picture rotates. Click
Undo to get it back to its original rotation.
6. Using the rulers on the top and left edges of document as a reference, resize the object
proportionally to approximately 1 ½” square.
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2. When you see this cursor, click and drag. You should notice that it is hard to move the object.
We need to change the wrapping style so it is easier to move. The default wrapping style for
pictures is In Line with Text, which means that only text can move it around. This can be very
restricting.
c. Point to the icons to see a ScreenTip containing their names. Click In Front of Text.
4. Notice the small “anchor” symbol that has appeared after we changed the wrapping style to a
“floating” style. This is called an object anchor and it indicates where a floating object is
located in relation to the text in your document. If we were to insert multiple lines of text
somewhere in our document above the anchor, it would cause our object to get “bumped” down,
even though it is floating.
5. Using the move cursor, move your object slightly to the left. You should see a green line
appear. This green line helps you to align your object against the left margin of the document.
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Applying Formatting to Pictures
3. Click the More button to see more predefined styles. As you point to the different styles note
the ScreenTips that appear which contain the name of the style. Click on the Metal Oval style.
4. In the Picture Styles group, click on Picture Border and click on any color that you like.
5. Deselect the picture.
Shapes
A shape is another type of object that can be inserted into a Word document.
2. In the Line section, mouse over the line shapes until you see a ScreenTip that says Double
Arrow . Click the shape.
3. Find your mouse cursor in the document and note that it is shaped like a crosshair .
4. We are going to “draw” an arrow from our helmet picture to the word “Monday” in our table.
a. Point to the helmet picture.
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b. Click and drag to the word Monday.
c. Let go of the mouse button.
5. Note the arrow is selected. You can tell by the resize handles at the ends.
6. With the arrow still selected, note the Drawing Tools contextual ribbon. It has one tab:
Format. Click the Format tab.
7. In the Shape Styles group, click Shape Outline. Point to Weight and, on the sub-menu, click
6 pt.
8. Click Shape Outline again. Mouse over the colors to see a live preview on your arrow. Click a
color to select it.
9. Point your mouse at the body of the arrow until you see a Move cursor. Click and drag to
move the arrow to another place.
Tip: To change the default line styling that is used when you create a new line, right-
click on the line whose style you want to make the default and click “Set as Default
Line”.
3. Find your cursor in the document and note that it is shaped like a crosshair .
4. Click next to the insertion point and drag diagonally down and to the right. Don’t let go of the
mouse until the star until it is about 3” square (use the document rulers as a guide). Let go of
the mouse button when you finish dragging.
5. Remember that as long as you don’t let go of the mouse button, you have full control over the
size and shape of the drawing.
Tip: Using the corner resize handles on a shape will NOT resize the shape
proportionally, like with clipart. To resize a shape proportionally, you must hold down
Shift while resizing.
5. Find the move cursor on the star object and move the star to the .Use right side of the document
the green line to align it to the right margin of the document.
6. On the Drawing Tools contextual ribbon, on the Format tab, in the Shape Styles group, click
More to see a gallery shape styles that could be used. Mouse over these Quick Styles to see a
live preview of the different styles. Scroll down the gallery and click a quick style in the last
row.
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Clicking between objects may make tabs inactive
1. Click on the helmet object again. Note that your star shape object has become deselected and
the Drawing Tools contextual ribbon associated with it has disappeared.
2. Note that two contextual ribbons now appear; one associated with the online picture object
(Picture Tools) and one with the table (Table Tools). However, none of the tabs on either
contextual ribbon are active.
3. Click on the Design tab and note the background color of the tab is white. This is how you can
tell it is active.
4. Click on the star object again. Note that while the Drawing Tools contextual ribbon may
appear, its Format tab might not be active. If you don’t see the tools you expected to see, you
may have to click on the tab to activate the tool selection.
Text Boxes
A text box is a freestanding object that can contain words. Let’s insert a text box.
1. Deselect the star object.
2. Click on the Insert tab. In the Text group, click Text Box. A menu of Built-in text box styles
will appear. However, to have more control over format, placement and size, we will draw our
own text box. Click Draw Text Box.
3. Click into your document where you want the text box to start and drag diagonally and to the
right to where you want it to end.
4. The insertion point within the text box indicates that what you type will be inserted there. Type
your name.
7. Note that the text box has a black border and it is also filled with white color.
8. You can change formatting of the text box by using tools on the Drawing Tools contextual
ribbon.
a. With the text box selected, on the Drawing Tools contextual ribbon, click the Format
tab. In the Shape Styles group, click Shape Outline, and click No Outline.
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b. Next, In the Shape Styles group, click Shape Fill and click No Fill. Deselect the text
box.
Other Pictures
In addition to inserting pictures via Online Pictures, you can also insert images of your own into a
document. These images can be ones that you’ve made yourself (like photos taken with a camera)
or ones that you’ve downloaded from the Internet. We have placed a couple of pictures on the flash
drive for you to use in this section.
Inserting a Picture
1. To prep for this section, let’s move our picture to the right side of the page. See if you can
remember how to do this. This is an important thing to know!
1. To prep for this section, we are going add a dark background color to the document.
a. Click on the Design tab, and in the Page Background group, click on Page
Color. b. Click a dark color.
2. On the Picture Tools contextual ribbon, click the Format tab and, in the Adjust group, click
Remove Background. Your picture will look like the picture below. Also, a new contextual tab
named Background Removal will open.
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3. On the Background Removal tab, in the Refine group, click Mark Areas to Keep.
4. The pointer will change to the shape of a pencil when you point to the picture. Use the tip of
the pencil to “click away” the bright pink sections.
3. On the Picture Tools contextual ribbon, on the Format tab, find the Size group and click on
the list arrow part of the Crop split button.
4. Point to Crop to Shape. In the Basic Shapes section of the Shapes menu, click Heart .
Format Painter
The Format Painter is used to copy the formatting of a piece of text or picture and apply it to
something else. For instance, in the case of text, the formatting would be the font face, size, and
color. We will use the Format Painter to apply the formatting of one object to another.
1. Deselect the red roses object which we just cropped to a heart shape (click the right margin).
2. Insert the Orchid.jpg picture from your flash drive again.
3. Resize each object proportionally (use the corner handles) until they appear side by side.
(make them about 3” wide).
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6. Move the mouse pointer around the screen. Notice how the mouse cursor has changed to an
arrow with a paintbrush next to it.
7. Click on the orchid object that you just inserted. Notice how it now has the same cropped
shape as the red roses object.
8. Deselect the orchid object and note your cursor shape has returned to an I-beam shape.
Double-clicking Format Painter makes it possible to apply a format to more than one object.
Let’s try it.
1. Insert your cursor to the right of the orchid object and tap . Enter
2. Search for Online Pictures pictures using the search term flowers.
3. In the search results, locate two pictures of flowers that do not have white backgrounds. Since
the search dialogue allows the insertion of multiple objects at one time, click each of the two
pictures and then click Insert.
8. Deselect the flower object and notice that the cursor does not
change back to an I-beam.
9. Click on the second flower object and notice it adopts the heart-
shaped format.
10. In order to “turn off” the Format Painter, single-click on its button in the Home ribbon.
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Inserting a Picture from a Webpage
You can also insert images from a webpage into your document. However, be aware that many
images on the internet are protected by copyright. When you find an image you like, you should
read the website’s fine print to determine if you can use the image or not. This is especially
important if you are making a presentation for commercial purposes (for example, as part of your
job).
1. Open a new, blank document.
2. Using the Start Menu, open Firefox.
3. Click into the address bar at the top of the screen and type www.pixabay.com. Pixabay is a
website that contains images that you can download and use for free, without
restriction.
Enter
4. Type “healthy food” into the search box and tap .
5. Click on an image you like (except for the ones in the first row—those cost money).
6. On the next screen, notice the copyright notice on the right. It says “CC0 Creative
Commons”. This means you can use the image however you want. You don’t even have to
give the original author credit.
Tip: If you’re planning on printing the document, it’s best to use a high-resolution version
of the image. To do this, click the green “Free Download” button on the right. This will
download an image file to your hard drive. Then, follow the instructions found in the
“Inserting a Picture” section to insert the image file into the presentation.
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Activity 4:
Using of Mail Merger:
Solution:
Mail merge is a feature of Word processing programs that enables you to generate form letters. Form
letters are sent out en masse to people where much of the letter is the same for each recipient. What
changes in the letter are the recipient’s name, address, and maybe certain other items specific to each
recipient.
To use a mail-merge system, you would first create a data file with a set of information, like a list of
names and addresses. In a Word document, you would create a sample letter, substituting special
symbols in place of names and addresses (or whatever other information will come from the first file).
Through a series of small steps, you can create form letters that are personalized for each recipient.
The data file can be created with various programs such as Word, Excel, or Access. The beauty of
the mail merge feature is that, while you can create your own data source in Word, if you already
have a spreadsheet of data created in Excel or some other program, it makes sense to use that.
2. Before we start the mail merge process, let’s look at the donations list that was created in Excel.
3. In merge letter.docx, notice that the address of the establishment, the body of the letter and
the closing are all in place. We will use mail merge to personalize each letter with an address
block, a salutation, and a donation amount for each person in our list.
5. Find the Start Mail Merge group. Click Start Mail Merge and then click Step-by-Step Mail
Merge Wizard.
6. A Mail Merge pane will open on the right that will take you through the mail merge process in
6 steps.
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7. Step 1 - Notice Select document type prompt. By default, the radio button for letters is
checked, which is what we want. Click on Next: Starting Document at the bottom of the Mail
Merge pane.
8. Step 2 - Notice the Select starting document prompt. Since we will be using this letter, do not
change the default selection of use the current document. Click on Next: Select Recipients at
the bottom of the Mail Merge pane.
a. The default selection, Use an existing list is the one we need. To find the list, click on
the Browse button.
b. A Select Data Source dialogue box will open. Navigate to your flash drive and open
Donations List.xlsx
c. A Select Table dialogue box will open. We need to provide some information about
our document.
ii. Remember that when we examined our Excel file our data was on the
Worksheet entitled Sheet 1.
iii. Also be sure that the check box before First row of data contains column
headers is checked.
d. A Mail Merge Recipients dialogue box will open which will allow you to review,
delete or change your list. Since we are not making any changes, click OK.
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e. Click Next: Write your letter at the bottom of the Mail Merge pane.
10. Step 4 - Notice the Write your letter prompt. Since we are using an existing letter, we merely
have to click into a location within the letter to insert different items.
a. Place your insertion point below the return address for the Animal Shelter, then click
Address block in the Mail Merge pane.
b. An Insert Address Block Dialogue box will appear with a preview of how your
address block will look in the letter. If you select a different format, your preview will
change. Make no changes. Click OK.
c. Notice how the text «AddressBlock» has appeared. This will be replaced with an
actual address when we complete the mail merge.
d. Place your insertion point below the address block and click Greeting Line in the Mail
Merge Pane.
e. An Insert Greeting Line dialogue box will appear to allow you to control the way you
want your greeting to appear.
i. Click on the list arrow next to the box that reads “Mr . Randall” and click
“Joshua”. This will use the person’s first name as the greeting.
f. Within the body of the letter, place your insertion point immediately after the words
contribution of in the first sentence. Click on More items in the Mail Merge pane.
i. Click donation
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ii. Click Insert.
i. Click Next: Preview your letters at the bottom of the Mail Merge pane.
c. Notice how the addresses and greeting are all clumped together. Let’s insert some blank
lines to separate them. Even though only one person’s letter is showing, these changes
will affect each letter.
i. Click at the end of the first zip code of the first address
and press Enter . ii. Click after the second zip Enter code and press
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d. Notice that there is no $ before the donation amount in your letter. Place your insertion
point directly before the donation amount, and type a $. This change will affect each
letter.
e. Click Next: Complete the merge at the bottom of the Mail Merge pane.
12. Step 6 – Notice the choices on the Complete the merge prompt.
a. Click on the Edit individuals letters choice.
b. This will open a Merge to New Document dialogue which allow us to merge all our
records into a specific new document, separate and apart from the merge letter.docx,
rather than just printing the letters out, so that in future we can have a record of to
whom we sent letters. Click OK.
c. A new document called “Letters1” opens with each letter on a separate page.
e. Save your file as Fall Thank You Letters. Close the file.
f. Click Print in the Mail Merge pane. The Merge to Printer dialogue box will open
allowing you to select which records you wish to print letter for. Be warned: This
option sends the records directly to the printer without showing you a print preview.
4. Find the Start Mail Merge group. Click Start Mail Merge to open the menu and then click
Step-byStep Mail Merge Wizard.
5. A Mail Merge pane will open on the right that will take you through the mail merge process in 6
steps.
6. Step 1 - Notice Select document type prompt. By default, the radio button for letters is
checked, check the radio button next to Labels. Click on Next: Starting Document at the
bottom of the Mail Merge pane.
7. Step 2 - Notice the Select starting document prompt. Accept the default selection of Change
document layout. Click Label Options.
a. A dialogue box will open allowing you to select the type of printer (dot matrix or laser),
the type of label product (such as Avery), and the product number.
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b. Click Avery US Letter and product number 15513 for this lesson.
c. Click OK. (If you are using a custom label, click Details, and then type the size of the
label.)
d. Click on Next: Select Recipients at the bottom of the Mail Merge pane.
8. Step 3 – Select recipients prompt
a. The default selection, Use an existing list is the one we need. To find the list, click
Browse.
b. A Select Data Source dialogue box will open. Navigate to your flash drive and open
DonationsList.xlsx
c. A Select Table dialogue box will open. We need to provide some information about our
document. Notice that by default, Sheet 1 is selected. Remember that when we
examined our Excel file our data was on the Worksheet entitled Sheet 1. Also be sure
that the check box before First row of data contains column headers is selected. Click
OK.
i. A Mail Merge Recipients dialogue box will open which will allow you to review, delete
or change your list. Since we are not making any changes, click OK.
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d. You will now see that the first label is blank and every other label has «Next Record».
This is because the first label begins on the first record. The other labels must be
instructed to move on to the next record.
e. Click Next: Arrange your labels at the bottom of the Mail Merge pane
a. Scroll to the left and notice the insertion point is in the first label.
b. Since these are address labels, click Address block.
c. An insert address block dialogue box will appear allowing you to make the same kinds of
choices as is the merge letter above. Click OK.
d. Notice how «Address» gets inserted into only the first label.
e. Under the Replicate labels prompt, click Update all labels. This causes the address
block to propagate into the other labels.
f. Click Next: Preview your labels at the bottom of the Mail Merge pane
10. Step 5 – Notice the Preview your labels prompt
a. Check your labels
b. Click Next: Complete the merge at the bottom of the Mail Merge pane.
11. Step 6 – Notice the choices on the Complete the merge prompt.
a. The same options apply as for Merge letters above.
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4. Find the Start Mail Merge group. Click Start Mail Merge to open the menu and then click
Step-byStep Mail Merge Wizard.
5. A Mail Merge pane will open on the right that will take you through the mail merge process in 6
steps.
6. Step 1 - Notice Select document type prompt. By default, the radio button for letters is
checked, check the radio button next to Envelopes. Click on Next: Starting Document at the
bottom of the Mail Merge pane.
7. Step 2 - Select starting document prompt. Accept the default selection of Change document
layout. Click on Envelope Options.
a. A dialogue box will open allowing you to select the envelope size, the type of font and
position. Select Size 10 (the default setting) for this lesson. Click OK.
b. Click on Next: Select Recipients at the bottom of the Mail Merge pane.
8. Step 3 – Notice the Select recipients prompt
a. The default selection, Use an existing list is the one we need. To find the list, click
Browse.
b. A Select Data Source dialogue box will open. Navigate to your flash drive and open
Donations List.xlsx
c. A Select Table dialogue box will open. We need to provide some information about our
document. Notice that by default, Sheet 1 is selected. Remember that when we
examined our Excel file our data was on the Worksheet entitled Sheet 1. Also be sure
that the check box before First row of data contains column headers is selected. Click
OK.
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