Learn To Use Microsoft Word 2016

Download as pdf or txt
Download as pdf or txt
You are on page 1of 385
At a glance
Powered by AI
The chapter discusses various ways to open and start documents in Microsoft Word, including opening recent documents, files, creating blank documents, and using templates.

You can open Word by selecting the Word icon from the Start page in Windows 8 or through the Start menu and Microsoft Office folder in previous versions of Windows.

You can create a new blank document or start a document from a template by selecting New from the Backstage view or File tab and then choosing Blank Document or the desired template.

COPYRIGHT

ISBN-10: 1-64004-254-7

ISBN-13: 978-1-64004-254-4

Copyright 2017 Silver City Publications & Training, LLC

Author: Michelle N. Halsey, PMP

Silver City Publications & Training


PO Box 1914
Nampa, ID 83653
https://www.silvercitypublications.com



Chapter 1

OPENING WORD

In this chapter, you will learn how to open Word, where you will first encounter
the Recent list and other ways you can start a document. You will learn how to
open files and how to create a blank document or a document from a template.

Opening Word

To open Word in Windows 8, use the following procedure.

Step 1: From the Start page, select the Word 2016 icon.
Use this procedure if using Windows 7or previous versions of Widows: Step 1:
Select the Start icon from the lower left side of the screen.

Step 2: Select All Programs.

Step 3: Select Microsoft Office.

Step 4: Select Microsoft Office Word 2016.

Using the Recent List

To open a document from the Recent list, use the following procedure.

Step 1: Select the document that you want to open from the Recent list.
To pin an item on the Recent list, use the following procedure.

Step 1: Click the pin on the right side of the Recent list item.

The item moves to the top section of the Recent list.

To unpin an item, click the pin on the right side of the Recent list again. The item
returns to the previous location in the Recent list.

Opening Files

To open a document, use the following procedure.

Step 1: Select Open Other Documents from the bottom of the Recent list. Or
select Open from the Backstage View.

Step 2: Select one of the Places you would like to look for the document. The
default options are Recent Documents, your Microsoft OneDrive location, and
your Computer.

Step 3: To open a document from the OneDrive or your computer, select


Browse.

Step 4: In the Open dialog box, navigate to the location of the file you want to
open. Select it and select Open.
Creating a Blank Document

To create a blank document, use the following procedure.

Step 1: If the Backstage view is not showing, select the File tab from the Ribbon.
Select New.

Step 2: From the New tab, or if you have just opened Word 2016, select Blank
Document.
Creating a Document from a Template

To create a blank document from a template, use the following procedure.

Step 1: If the Backstage view is not showing, select the File tab from the Ribbon.
Select New.

Step 2: From the New tab, or if you have just opened Word 2016, select the
template you want to use.
Step 3: Select Create.

You can use the left and right arrows to review the other templates in the current
search.
To search for a template and filter the results, use the following procedure.

Step 1: Select one of the Suggested Search terms or enter a term in the Search
box and press Enter.

Step 2: To apply a filter, select the Filter term from the list on the right side of
the screen.

Step 3: To return to the list of templates, select Home.


Chapter 2

WORKING WITH THE INTERFACE

In this chapter, we will introduce you to the Word 2016 interface, which uses the
Ribbon from the previous two versions of Word. You will get a closer look at the
Ribbon, as well as the Navigation pane and the Status bar. You will also learn
how to manage your Microsoft account right from a new item above the Ribbon.
This chapter introduces you to the Backstage view, where all the functions
related to your files live. You will learn how to save files. Finally, we will look at
closing files and closing the application.

Understanding the Interface

The Word interface includes the Ribbon, the Navigation pane, the document
window, the Quick Access toolbar, and the Status bar.
Each Tab in the Ribbon contains many tools for working with your document.
To display a different set of commands, click the Tab name. Buttons are
organized into groups according to their function.

The Quick Access toolbar appears at the top of the Word window. It provides
you with one-click shortcuts to commonly used functions, like save, undo, and
redo.

The Navigation pane allows you to quickly move through headings, pages, or
search results.

The Status bar shows your current page, the word count, the language setting for
proofing, and if any macros are currently running. It also allows you to quickly
change your view or zoom of the document.

To zoom in or out, use the following procedure.

Step 1: Click the minus sign in the Status bar to zoom out. Click the plus sign in
the Status bar to zoom in. You can also drag the slider to adjust the zoom.

You can also click the number percentage to open the Zoom dialog box.

About Your Account and Feedback

The account options use the following procedure.

Step 1: Click the File Ribbon.

Step 2: Click Account from the File menu options.


Step 3: Click Sign In or Manage Account to make account adjustments.

To send feedback to Microsoft, use the following procedure.

Step 1: Select the File Ribbon.

Step 2: Select the Feedback option.


Step 3: Select the desired Feedback option.

Step 4: Enter the information requested in the Microsoft Office Feedback dialog.
Select Send.
An Introduction to Backstage View The Backstage View, use the
following procedure.
Step 1: Select the File tab on the Ribbon.
Word displays the Backstage View, open to the Info tab by default. A sample is
illustrated below.
Saving Files

To save a document that has not been previously saved, use the following
procedure.

Step 1: Select the File tab on the Ribbon.

Step 2: Select the Save As command in the Backstage View.

Step 3: Select the Place where you want to save the document.

Step 4: If you choose your OneDrive, you can select the Documents folder. If
you choose your Computer, select your Current Folder or one of your Recent
Folders. Or in either place, you can choose Browse to select a new location.
Step 5: The Save As dialog opens. Enter a File Name, and if desired, navigate to
a new location to store the file. Select Save.

Closing Files vs. Closing Word

To close a file, use the following procedure.

Step 1: Select the File tab from the Ribbon.

Step 2: Select Close from The Backstage View.


If you have not saved your file, you will see the following message.

To close the application (if only one document is open), use the following
procedure.

Step 1: Click the X at the top right corner of the window.



Chapter 3

YOUR FIRST DOCUMENT

In this chapter, you will create your first document. You will learn how to type
text and select it with a mouse or keyboard. With text selected, you can edit or
delete text, or you can use the mouse to drag and drop text to a new location.
You will also learn how to insert symbols and numbers. Finally, this chapter will
cover how to start a new page.

Typing Text
The following diagram shows the cursor location in a blank document.

Sample text for students to type: The quick brown fox jumped over the lazy
dog.

Selecting Text with the Mouse or Keyboard To use the keyboard to


select text, use the following procedure.
Step 1: Using the arrow keys, place the cursor either at the beginning of the text
you want to select, or at the end of the text you want to select.

Step 2: Hold down the shift key while pressing the arrow key to select text in
that direction.

The selected text is highlighted.

To use the mouse to select text, use the following procedure.

Step 1: Point the mouse to either the beginning or the end of the text you want to
select.
Step 2: Hold the left mouse button down.

Step 3: Move the mouse to select the text. You can move left, right, up and/or
down.

Step 4: Let the mouse button up when you have finished selecting the text.

The mouse shortcuts for selecting text are:

You can double click a word to select it.

You can click three times on a paragraph to select the whole paragraph.

You can click to the left of a line to select the whole line.

You can press Shift while clicking to add to your selection. The selections must
be next to each other.

You can press Control while clicking to add non-congruent text to your
selection.
Editing and Deleting Text
Backspace key Deletes single or multiple characters backwards, or use to
delete selected text

Delete key Deletes single or multiple characters forwards, or use to delete


selected text

Insert Place cursor anywhere in text to begin typing. The original text moves
to accommodate the inserted text.

Replace Select text and begin typing to replace the text.

Dragging and Dropping Text


To drag and drop selected text, use the following procedure.

Step 1: Select the text you want to move.

Step 2: Hold the left mouse pointer down.

Step 3: Move the cursor to the location where you want to move the text. The
cursor has an arrow and a small box to indicate that you are moving text.
Step 4: Let the mouse button go when the cursor is in the desired location.

The text remains highlighted in case you want to move it again or continue
editing it.

Inserting a Symbol or Number


To insert a symbol, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Symbol.

Step 3: Select the symbol from the list, if it is shown. If not, select More
Symbols.
Step 4: In the Symbols dialog box, select an option from the Font drop down list
and the Subset drop down list to navigate through the available symbols. You
can also use the scroll bar on the right. Select the symbol you want and select
Insert.

To insert a specially formatted number, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Page Number expanded options.

Step 3: Select Format Page Numbers from the drop-down menu.


Step 4: In the Page Number format dialog box, enter the Number Format.

Step 5: Select the Page Number Format from the list.

Step 6: Select OK.


Starting a New Page
To insert a page break, use the following procedure.

Step 1: Press Enter to start a new paragraph. This will be important for
formatting the document later.

Step 2: Select the Layout Tab on the Ribbon.

Step 3: Select the Breaks tool on the Page Setup Group.

Step 4: Select Page.



Chapter 4

BASIC EDITING TASKS

The Word 2016 editing tools make editing your document a breeze. This chapter
covers how to cut, copy and paste text, as well as how to undo and redo tasks. It
explains how to find and replace text, such as when you want to change a word
or phrase throughout your document. It introduces the Word Options dialog box
to set default paste options. Finally, it explains how to check your spelling.

Using Cut, Copy, and Paste


To cut and paste text, use the following procedure.

Step 1: Highlight the text you want to cut.

Step 2: Right click the mouse to display the context menu and select cut.
Step 3: Move the cursor to the new location.

Step 4: Right click the mouse to display the context menu and select the Text
Only paste option, as illustrated below. Note that the context menu dims so that
you can see a preview of your work.
To copy and paste text using the keyboard shortcuts, use the following
procedure: Step 1: Highlight the text you want to cut and press the Control key
and the C key at the same time.

Step 2: Move the cursor to the new location.

Step 3: Press the Control key and the V key at the same time.
Using Undo and Redo
To undo their most recent typing or command, use the following procedure.

Step 1: Select the Undo command from the Quick Access Toolbar.

To redo the last command or repeat it, use the following procedure.

Step 1: Select the Redo command from the Quick Access Toolbar.

Finding and Replacing Text


To find and replace one instance at a time of Customer Name in the sample
document, use the following procedure.

Step 1: Select Replace from the Editing group on the Home tab of the Ribbon.
Step 2: In the Find and Replace dialog box, enter the exact text you want to find
in the Find what field.

Step 3: Enter the replacement text in the Replace with field.

Step 4: Select Find next to find the next instance of the item.

Step 5: When Word highlights the item, select Replace to delete the find item
and paste the replace item.

Step 6: Select Close when you have finished. Or select Cancel to close the dialog
box without making any replacements.

To Replace all instances of an item, use the following procedure.

Step 1: Open the Find and Replace dialog box by selecting Replace from the
Ribbon.

Step 2: Enter the exact text you want to find in the Find what field.
Step 3: Enter the replacement text in the Replace with field.

Step 4: Select Replace All.

Step 5: Select Close when you have finished. Or select Cancel to close the dialog
box without making any replacements.

Word replaces all instances of the item. If your cursor was not at the beginning
of the document, or if you have text selected, Word asks if you want to continue
searching at the beginning. When finished, Word displays a message indicating
how many replacements were made.

Setting Paste Options


To open the Word Options dialog box for pasting options, use the following
procedure.

Step 1: Select the Paste command from the Clipboard group of the Home tab on
the Ribbon.

Step 2: Select the Set Default Paste option.


The cut, copy, and paste options on the Word Options dialog box.
Checking Your Spelling
The following diagram shows the context menu for a misspelled word. The
following example uses a misspelling of the word information.

Step 1: Right click a misspelled word to display the context menu.


To open the Spelling pane, use the following procedure.

Step 1: Select Spelling from the Proofing group on the Review tab of the
Ribbon.

Review the options on the Spelling pane.


The Ignore Once button allows you to keep the word as the current spelling, but
only for the current location.

The Ignore All button allows you to ignore the misspelling for the whole
document.

The Add to Dictionary button allows you to add the word to your dictionary for
all Word documents.

The Suggestions area lists possible changes for the misspelling. There may be
many choices, just one, or no choices, based on Words ability to match the
error to other possibilities.

Click the Word once to make a change to the current highlighted word or select
the arrow next to the word to see additional options. The Change All button
allows you to change the misspelled word to the highlighted choice in the
Suggestions area for all instances of the incorrect spelling. You can also add the
word to the AutoCorrect options through this menu.


Chapter 5

BASIC FORMATTING TASKS

Word 2016 allows you to enhance your text in many ways. In this chapter, we
will discuss the different types of formatting, as well as cover the most basic
types of formatting your words. This includes the font face, size, and color, as
well as highlighting and enhancing the text.

Understanding Levels of Formatting

The Font and Paragraph groups on the Home tab of the Ribbon.

Changing Font Face and Size

To change the font face and size using the Ribbon tools, use the following
procedure.

Step 1: Select the text you want to change.


Step 2: Select the arrow next to the current font name to display the list of
available fonts.

Step 3: Use the scroll bar or the down arrow to scroll down the list of fonts.

Step 4: Select the desired font to change the font of text.

Step 5: With the text still selected, select the arrow next to the current font size
to see a list of common font sizes.

Step 6: Use the scroll bar or the down arrow key to scroll to the size you want
and select it. You can also highlight the current font size and type in a new
number to indicate the font size you want.

The font context list that appears when you select text, use the following
procedure.

Step 1: Select the text you want to change.

Step 2: A very faint context menu appears. Move your mouse over the menu to
make sure it stays visible. If you do not see it, you can always right-click the
mouse to make it appear.

Step 3: Select the new font face or font size just as you would on the Ribbon.

Changing the Font Color

To select a color for their fonts from the gallery, use the following procedure.

Step 1: Select the text you want to change.

Step 2: Select the arrow next to the Font Color tool on the Ribbon to display the
gallery. Or select the same tool from the context menu (appears when you select
text or by right-clicking).
Step 3: Select the color to change the font color.

Use the following procedure to change the Colors of the text.

Step 1: Select the text you want to change.

Step 2: Select the arrow next to the Font Color tool on the Ribbon to display the
gallery. Or select the same tool from the context menu (appears when you select
text or by right-clicking).

Step 3: Select More Colors to open the Colors dialog box.


In the Standard Colors dialog box, simply click the color and select OK to use
that color.
In the Custom Colors dialog box, you can click the color, or you can enter the
red, green, and blue values to get a precise color. When you have the color you
want, select OK.

Highlighting Text

To highlight text they have already selected, use the following procedure.

Step 1: Select the text you want to highlight.

Step 2: Select the Text Highlight tool from the Ribbon or the formatting context
menu. Or select the arrow next to the Text Highlighting tool to choose a
highlighting color.
To turn on the highlighting tool to highlight different areas of text, use the
following procedure.

Step1: Select the Text Highlight tool from the Ribbon or the formatting context
menu. Or select the arrow next to the Text Highlighting tool to choose a
highlighting color.

The cursor changes to a highlighting cursor, as illustrated below.

Step 2: Select the text you want to highlight. Word will continue highlighting as
many different unconnected pieces of text as you like.

Step 3: To stop highlighting, select the Text Highlight tool again and choose
Stop Highlighting. Or just click the Text Highlight tool again.

Adding Font Enhancements

The tools used to add font enhancements.

Bold

Italic

Underline

Strikethrough

Subscript

Superscript

Clearing Formatting

To use the clear formatting tool, use the following procedure:

Step 1: Select the text that has been formatted with the formatting properties that
you want to remove.
Step 2: Select the Clear Formatting tool.
Chapter 6

FORMATTING PARAGRAPHS

Paragraph formatting controls the look and feel of an entire paragraph. In this
chapter, we will discuss how to change the spacing of your text, both the line
spacing and the space in between paragraphs. We will also address setting the
alignment and using tabs and indents. We will also practice using bullets and
numbering the document and learn how to add borders and shading to the text.
Finally, we will look at the Paragraph dialog, where you can format many
aspects of your paragraph at once.

Changing Spacing

To adjust the line spacing using the Line Spacing tool on the Ribbon, use the
following procedure.

Step 1: With your cursor, anywhere in the paragraph you want to adjust (the text
does not have to be selected), select the Line and Paragraph spacing tool from
the Ribbon.

Step 2: Select one of the following options:

1.0 single spacing

1.15 provides a little more space than single spacing


1.50 One and a half line spacing

2.0 double spacing

2.5 two and a half line spacing

3.0 triple spacing

To add or remove space before or after a paragraph, use the following procedure.

Step 3: With your cursor, anywhere in the paragraph you want to adjust (the text
does not have to be selected), select the Line and Paragraph spacing tool from
the Ribbon.

Step 4: The Paragraph spacing options listed are based on your current settings.
You can choose one of the following to add or remove space before or after your
paragraph:

Add Space Before Paragraph


Remove Space Before Paragraph

Add Space After Paragraph

Remove Space After Paragraph

The amount added by default is usually 12 points. To add more, you will need to
use the Paragraph dialog box.

Setting the Alignment

To adjust the alignment for the paragraph, use the following procedure.

Step 1: With your cursor, anywhere in the paragraph you want to adjust (the text
does not have to be selected), select the desired alignment tool from the Ribbon.
You can also select multiple paragraphs by selecting the text.

Using Indents and Tabs

To add a whole paragraph indent, use the following procedure.

Step 1: With your cursor, anywhere in the paragraph you want to adjust (the text
does not have to be selected), select the Indent tool from the Ribbon. You can
also select multiple paragraphs by selecting the text.
Adding Bullets and Numbering

To create a simple bulleted or numbered list, use the following procedure.

Step 1: Select the paragraphs you want to turn into a bulleted or numbered list.

Step 2: Select the Bullets or Numbering tool from the Ribbon.

The Bullet Library

Step 1: Select the arrow next to the Bullets tool or the Numbering tool on the
Ribbon to view the library options.

Step 2: Select an option to create a list with that option.

To open the Define New Bullet dialog box, use the following procedure.

Step 1: Select the arrow next to the Bullets tool on the Home Ribbon.
Step 2: Select the Define New Bullet option, the Define New Number Format, or
the Set Numbering Value option from the menu.

Step 3: Select the bullet options. You can choose a symbol, picture, or font and
then select the alignment.

Step 4: Click Ok.

The Numbering Library

Step 1: Select the arrow next to the Numbering tool on the Home Ribbon to view
the library options.

Step 2: Select an option to create a list with that option.


To open the Define New Numbering Format dialog box, use the following
procedure:

To open the Set Numbering Value dialog box, use the following procedure.

Step 1: Select the arrow next to the Numbering tool on the Home Ribbon.

Step 2: Select Define New Number Format.


Step 3: Make the desired formatting changes.

Step 4: Click Ok.

To open the Set Numbering Value dialog box, use the following procedure.

Step 1: Select the arrow next to the Numbering tool on the Home Ribbon.

Step 2: Select Set Numbering Value.

Step 3: Make the desired formatting changes.


Step 4: Click Ok.

Adding Borders and Shading

The Shading and Border tools on the Ribbon are illustrated below.

To add shading to selected paragraphs, use the following procedure.

Step 1: Select the paragraphs you want to shade. If you only want to shade one
paragraph, your cursor can be anywhere in the paragraph without selecting it.
Step 2: Select the color from the Shading tool on the Ribbon. The Shading tool
includes the same gallery of colors as previously introduced.

To add borders to selected paragraphs, use the following procedure.

Step 1: Select the paragraphs you want to border. If you only want to put borders
on one paragraph, your cursor can be anywhere in the paragraph without
selecting it.

Step 2: Select the border you want to use from the Borders tool on the Ribbon.
The Borders tool includes several options for borders. Some of the options only
apply for tables.
The Borders and Shading dialog box.

Step 1: Open the Borders and Shading dialog box by selecting Borders and
Shading from the Borders tool on the Ribbon.

The Borders tab of the Borders and Shading dialog box is illustrated below. The
Borders tab allows you to format a board around a range of text or an image on a
page.

The Page Border tab of the Borders and Shading dialog box is illustrated below.
Page Borders allows you to place a boarder around an entire page or the entire
document.
The Shading tab of the Borders and Shading dialog box is illustrated below. The
Shading tab allows you to set shading elements around a block of text.

Chapter 7

ADVANCED FORMATTING TASKS


TASKS

This chapter introduces some of the more advanced formatting tasks for
formatting your text in Word 2016. This chapter covers changing the case
(capitalization) of words. You will also learn to use the format painter, to quickly
format words to match others. This chapter introduces the Font dialog box for
formatting several properties of your font at once. Finally, you will learn how to
clear your formatting choices if you change your mind about the formatting.

Changing Case

To change the case, use the following procedure.

Step 1: Select the text you want to change.

Step 2: Select the Case tool from the Font group of the Home tab on the Ribbon.

Step 3: Select the Case option from the drop-down list.


Using the Format Painter

To use the Format Painter, use the following procedure.

Step 1: Select the text that has been formatted with the formatting properties that
you want to copy.

Step 2: Select the Format Painter tool.

The cursor changes to a Format Painter cursor, as illustrated below.


Step1: Select the text you want to format with the same properties.

The cursor returns to normal after applying the formatting properties once. You
can always repeat the process to format more text with the same properties.

If you double-click the format painter tool before applying it to text, you can use
it several times in a row. Just click the format painter tool when you are finished.

Creating Multilevel Lists

To create a multilevel list, use the following procedure.

Step 1: Select the Multilevel list tool from the Home tab on the Ribbon.

Step 2: Select the type of list that you would like to use from the gallery.
Step 3: Begin typing the list. In this example, you can use simple text, like level
1 and level 2.

Step 4: Press Enter to move to the next item.

Step 5: If the item is not automatically formatted/numbered properly, select


Change List Level from the Multilevel list drop down list.
Using the Font Dialog

To open the Font dialog box, use the following procedure.

Step 1: Select the text you want to format.

Step 2: Select the square at the bottom right corner of the Font group in the
Ribbon.

The following diagrams show the Font dialog box.



The following diagram shows the Set as Default dialog box.

Review the Text Effects dialog box options. Click the icons at the top or the
arrows to expand the available options for each item.

Using the Paragraph Dialog

Use the following procedure to use the Paragraph dialog box:

Step 1: With your cursor, anywhere in the paragraph you want to adjust (the text
does not have to be selected), select the Line and Paragraph spacing tool from
the Ribbon.
Step 2: Select the square at the bottom right corner of the Paragraph group in the
Ribbon.


The Special field allows you to select a first line only or hanging indent. Enter
the measurement for the special indent in the By field. Check the Mirror indents
to have the indent on both the left margin and the right margin by the same
amounts.

You can use the up and down arrows to adjust the indentation and spacing
options. The arrows adjust the points in typographical increments. You can also
enter any number to adjust the spacing more precisely.

The Line Spacing field allows you to select from several line spacing options. If
you select At Least, Exactly, or Multiple, enter the measurement (points or
lines) in the At field.You can preview your selections at the bottom of the
dialog box.
Click the Tabs button to format the tab stops and positioning


Chapter 8

WORKING WITH STYLES

Styles are a powerful formatting tool to take your Word 2016 document to the
next level. Styles help provide consistency. They are also useful if you want to
use certain advanced features like generated tables of contents. This chapter
introduces styles and themes to help make your documents look great.

About Styles

The implications of using styles may not be apparent in shorter documents, but
they are a great time saver for longer documents. They also help ensure that your
document is consistently formatted. Styles also provide an easy way to easily
change the look of the whole document if styles have been applied appropriately.

Once you have applied Heading styles to your document, the Navigation pane
will also help you to quickly access different parts of the document based on the
heading styles. Styles are a great time saver!

Applying a Style

Use the Style gallery to apply a paragraph or character style.

Step 1: Select the text you want to format, or simply place your cursor in the
word or paragraph you want to format.
Step 2: Open the Style Gallery by clicking the down arrow next to the styles
shown in the Styles group.

Step 3: Select the desired style to apply it to the current word or paragraph.

The Apply Styles dialog box.

Step 1: Select the text you want to format, or simply place your cursor in the
word or paragraph you want to format.

Step 2: Open the Apply Styles dialog box by clicking the down arrow next to the
styles shown in the Styles group, and selecting Apply Styles from the menu.

Step 3: To apply a style using the Apply Styles dialog box, simply begin typing
the name of the style and press Enter when the desired style is displayed. Or use
the drop-down list to select the style.
Changing the Theme

To change the theme, use the following procedure.

Step 1: Select the Design tab on the Ribbon.

Step 2: Select the Themes tool from the Ribbon to see the options.
Step 3: Select a Theme from the list.

Changing Theme Colors and Fonts

To change the theme colors or fonts, use the following procedure.


Step 1: Select the Design tab on the Ribbon.

Step 2: Select the Colors tool or the Fonts tool from the Ribbon to see the
options.

Step 3: Select an option from the menu to change the color set or font set for the
document.


Chapter 9

FORMATTING THE PAGE

You have your text and paragraphs looking great, but what about the page? This
chapter covers the basics of page formatting. You will learn how to format text
into columns, how to change the orientation from portrait to landscape, how to
add a page color or border, and how to add headers and footers.

Formatting Text as Columns

To create columns, use the following procedure.

Step 1: Select the Layout tab from the Ribbon.

Step 2: Select the Columns tool.

Step 3: Select the number or layout of columns that you want to use.
Step 4: Click More Columns to open the Columns dialog box.
Changing Page Orientation

To change the page orientation, use the following procedure.

Step 1: Select the Layout tab from the Ribbon.

Step 2: Select Orientation.

Step 3: Select the orientation you want to use.


Changing the Page Color

To add color to the page, use the following procedure.

Step 1: Select the Design tab from the Ribbon.

Step 2: Select the Page Colors tool.

Step 3: Select a color from the gallery.


Click Fill Effects to access the Fill Effects dialog boxes.

The Gradient tab of the Fill Effects options allow you to apply gradients to a
shape or document component.
The Texture tab of the Fill Effects options allow you to apply textures to a shape
or document component.
The Pattern tab of the Fill Effects options allow you to apply a pattern to a shape
or document component.
The Picture Tab of the Fill Effects option allows you to apply a picture to a
shape or other document compnent.
Adding a Page Border

To add a page border, use the following procedure.

Step 1: Select the Design tab from the Ribbon.

Step 2: Select Page Borders.


Step 3: Select the type of border using the Setting or Style options. You can
select a color, the width, and even art. Click the diagram to create a custom
border.

Adding Headers and Footers

To insert a header, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Header or Footer.


Step 3: Select the type of header that you want to use from the gallery.
The following diagram shows the Header & Footer Tools Design tab.


Chapter 10

SHARING YOUR DOCUMENT

Now that your document is ready, it is time to share it! First, you will learn how
to preview and print your document. When you have saved your document to the
cloud, you can invite people, which sends a link so that you can share the
document. You can also get a link to share the people, which send groups of
people (such as when you do not know everyones email address). Finally, you
will learn how to email the document.

Previewing and Printing Your Document To open the Print tab of the
Backstage View to preview the document, use the following
procedure.
Step 1: Select the File tab on the Ribbon.

Step 2: Select the Print tab in the Backstage View.


Note the buttons on the Print tab of the Backstage View.

The Print button allows you to print the document using the current settings.
The Copies field allows you to print one or more copies of the document.
The Printer allows you to select a different printer. The printer properties link
allows you to set the properties for that printer.
The Settings tool allows you to select different pages of your document. You
can even print document properties, such as a list of styles used in the
document.
The pages field allows you to specify a custom page range to print.
The other settings control additional settings for print, such as one or two-sided
printing, whether multiple copies are collated, the orientation, the paper size,
the default page margins, and how many pages to print per page.
There is also a link to the Page Setup dialog box.

Sharing Your Document To invite people to the document, use the


following procedure.
Step 1: Select the File tab from the Ribbon to open the Backstage view.

Step 2: Select the Share tab.

Step 3: Select Share with People.

Step 4: Click the Save to Cloud button. Note, you may need to log in to your
account to share your document via the cloud.
Step 5: Save the document to the cloud drive and then share the file with other
recipients.

Step 6: Enter the names or email addresses for the people that you want to invite.

Step 7: Enter a message to include with the invitation.

Step 8: If desired, check the require user to sign-in before accessing document
box to enhance the security of your document.

Step 9: Select Share.

To get a link for the document, use the following procedure.


Step 1: Select the File tab from the Ribbon to open the Backstage view.

Step 2: Select the Share tab.

Step 3: Select the Email option.

Step 4: Select Send a Link.

Step 4: Select the Create Link button next to View Link or Edit Link (or both),
depending on what type of editing rights you want to provide. You can copy the
link and paste it to another location, such as an email or a blog page.

Step 5: If you want to remove the sharing rights, select Disable Link.

E-Mailing Your Document To email an attachment or send a link, use


the following procedure.
Step 1: Select the File tab on the Ribbon.

Step 2: Select the Share tab in the Backstage View.

Step 3: Select Email.

Step 4: Select Send as Attachment or Send a Link.

Step 5: Outlook opens with an email started.

If you select Send as Attachment, the name of the document is used as the
subject and the document is already attached to the email. Enter the email
addresses and any personal message you want to include.
If you select Send a Link, the name of the document is used as the subject and
the link is included in the body message of the email. Enter the email addresses
and any personal message that you want to include.

Chapter 11

WORKING WITH THE WORD


WINDOW CUSTOMIZING THE
WORD WINDOW IS A POWERFUL
WAY TO BECOME MORE
PRODUCTIVE WHEN WORKING
WITH DOCUMENTS. THE FIRST
CONCEPT WE WILL COVER IN
THIS CHAPTER IS THE ZOOM
FEATURE, WHICH ALLOWS YOU
TO FOCUS IN ON DETAILS, OR
ELSE ZOOM OUT TO SEE THE
ENTIRE DOCUMENT. WE WILL
PRESENT AN OVERVIEW OF THE
VARIOUS DOCUMENT VIEWS
AVAILABLE IN WORD. THIS
CHAPTER WILL EXPLAIN HOW TO
ARRANGE MULTIPLE WINDOWS
TO SEE MORE THAN ONE
DOCUMENT AT A TIME. WE WILL
ALSO COVER HOW TO SPLIT A
DOCUMENT, SO THAT YOU CAN
SEE MORE THAN ONE LOCATION
IN A LONG DOCUMENT AT ONE
TIME. YOU WILL LEARN SOME
ADVANCED USES OF THE
NAVIGATION PANE. FINALLY, YOU
WILL LEARN HOW TO CUSTOMIZE
BOTH THE RIBBON AND THE
QUICK ACCESS TOOLBAR, SO
THAT YOUR MOST USED
COMMANDS ARE ALWAYS AT
YOUR FINGERTIPS.
Using Zoom Use the following procedure to zoom using the Status
bar.
Step 1: Click the Zoom slider options to use Zoom.

Click + to Zoom in (up to 500% of the normal view).

Click to Zoom out (down to 10% or small enough to see many pages at once).

Drag the slider toward the + to zoom in or toward the to zoom in.

Click the current percentage to open the Zoom dialog box.

To modify and review the options of the Zoom dialog box, use the following
procedure.

Step 1: Select the View Ribbon.

Step 2: Select the Zoom button in the Zoom menu to open the Zoom dialog box.

Step 3: Select a Zoom to option.


200% is twice the print size.

100% is the print size.

75% is smaller than the print size.

Page Width scales the view to the width of the page.

Text Width scales the view to the width of the text.

Whole page scales the view to show the whole page in one screen.

Percent allows you to enter a precise zoom percentage. Enter a percentage or


use the up and down arrows.

Many Pages allows you to select how many pages to view in the screen. Click
the arrow to select the number of pages to include.

Step 4: Select OK to apply the zoom. Or select Cancel to close the Zoom dialog
box without changing the zoom.

An Overview of Words Views


The Read Mode opens a view for reading a document on the screen. There is a
minimized Ribbon with access to the Backstage View, find and search tools, and
additional tools on the View tab for reading your document or switching back to
editing view. To switch to Read Mode, select the View tab from the Ribbon and
then select Read Mode.

Or select the Read Mode icon from the Status Bar.


Tools available when working in Read Mode.

The Print Layout view makes the screen look exactly like the document will
look when it prints. To switch to Print Layout view, select the View tab from the
Ribbon. Select Print Layout. Or select the Print Layout icon from the Status Bar.
The third view available in Word 2016 is the Web Layout view. This view
simulates what your document would look like on the Internet. To switch to Web
Layout view, select the View tab from the Ribbon. Select Web Layout. Or select
the Web Layout icon from the Status Bar.

The fourth view available in Word 2016 is the Outline view. Outline view is a
special view for working with levels (or paragraphs that have a Heading level
style applied). This view can help you get a handle on the structure and
organization of your document.

Click the View tab and click Outline to switch to Outline view.

While in Outline mode, the Outlining Ribbon will open which gives you options
for outlining the document.
The fifth view available in Word 2016 is the Draft view. Draft view removes all
extra white space (such as margins) and pictures. Draft view allows you to scroll
much more quickly through a long document. It also allows you to see more on
the screen at one time without having to adjust the zoom too small. Select the
View tab and then click Draft to switch to Draft view.

Arranging Windows To arrange open windows, use the following


procedure.
Step 1: Make sure all the windows you want to view are open.

Step 2: Select the View tab from the Ribbon. Select Arrange All.

Word resizes the windows to each take a percentage of the screen; depending on
how many documents you have open. The original document is on top.
Select the Maximize icon from the top right corner of one of the windows to
return the window to its previous size and position.

Splitting a Document To split the view, use the following procedure.

Step 1: Select the View tab from the Ribbon. Select Split.
Step 2: Word splits the view into two windows. You can drag the resize line to
make one window smaller or larger.

Step 3: The two windows include separate rulers and scroll bars, but not a
separate Ribbon. Place your cursor in the appropriate window to apply a
command to that section of the document. All the commands will work in either
window.

Step 4: To remove the split, select the View window from the Ribbon. Select
Remove Split.

Using the Navigation Pane To open the Navigation pane, use the
following procedure.
Step 1: Select the View tab from the Ribbon. Check the Navigation Pane box.

To navigate to another section using the Navigation pane, use the following
procedure.

Step 2: Click a heading to go to that section of the document.


To rearrange the sections in a document using the Navigation pane, use the
following procedure.

Step 3: Click a heading in the Navigation pane and drag it to the new location.
To review the options and settings in the Navigation pane context menu, use the
following procedure.

Step 1: Right click a section heading in the Navigation pane to see the context
menu.
Customizing the Ribbon and the Quick Access Toolbar To customize
the Ribbon, use the following procedure.
Step 1: Select the File tab from the Ribbon to open the Backstage View.

Step 2: Select Options.

Step 3: Select Customize Ribbon from the left side.

In the left column, under Choose Commands From, Word lists the commands
available in the application. You can choose a different option from the Choose
Commands From drop down list to change which options are shown or how they
are sorted.

The right column shows the available tabs on the Ribbon.

Step 1: To customize the Ribbon, select the command that you want to change
on the left column. Select Add. You may need to create a Custom Group before
you can add a command.

Select the Tab where you want the group to appear.

Select New Group.

Enter the Group name.


You can also remove commands or rearrange them on the right column.

When you have finished, select OK.

The procedure is similar when adding a command to the Quick Access Toolbar,
except that you do not need to add a custom group for commands.


Chapter 12

ADVANCED EDITING AND


FORMATTING TASKS

This chapter will help you understand some more sophisticated tools to format
your text, such as the character borders and shading, enclosing characters, and
text effects and typography options. You will also learn how to use the phonetic
guide to help you readers with pronunciation. First, we will start off with
introducing the Office Clipboard to help you with multiple copy and paste tasks.

Using the Office Clipboard


To open the Clipboard Task pane, use the following procedure.

Step 1: The Home tab of the Ribbon, select the icon next to Clipboard.
The Clipboard pane opens, displaying any items you have cut or copied in this
Word 2016 session (or the 24 most recent). A sample is illustrated below.

To paste using the Office Clipboard Task pane, use the following procedure.

Step 1: Place the cursor where you want to paste text from the clipboard.

Step 2: Click the item in the Clipboard task pane that you want to paste.

Using the Phonetic Guide


If you do not see the Phonetic Guide icon, you may need to enable an Asian
language in Word. Go to the File ribbon, click Options, and select Language.
Select an Asian Language from the Language drop-down and click Add. You
may need to restart Word.

To use the Phonetic Guide, use the following procedure.


Step 1: Highlight the word that you want to enhance using the Phonetic Guide.

Step 2: Select the Phonetic Guide icon from the Font group on the Home tab of
the Ribbon.

Step 3: Enter (or paste) the Ruby text.

Step 4: There are additional options to change the ruby text alignment, offset,
font, and size. You can group the word or illustrate the pronunciation using
Mono to separate the letters.
Step 5: Select OK when you have finished. The word is highlighted in the
document with the ruby text above.

Using Character Borders and Shading


Use the following procedure to apply borders or shading to text.

Step 1: Select the text that you want to enhance.

Step 2: Select the Character Border tool or the Character Shading Tool.

The following example has both borders and shading applied to the selected text.

Enclosing Characters
To enclose characters, use the following procedure.
Step 1: Select the character that you want to enhance.

Step 2: Select the Enclose Characters command from the Font group on the
Home tab of the Ribbon.

Step 3: In the Enclose Characters dialog box, select the Style of symbol you
want to use.
Step 4: The character you selected is the default option under Text. You can
select another item from the list, if desired.

Step 5: Select the type of Enclose from the list.

Step 6: Select OK.

Using Text Effects


To apply text effects or typography options, use the following procedure.

Step 1: Select the text that you want to enhance.

Step 2: Select the Text effects command from the Font group on the Home tab of
the Ribbon.

Step 3: Select the option that you want to use.



Chapter 13

WORKING WITH ILLUSTRATIONS

This chapter will help you learn how to insert and work with pictures and other
illustrations in your document. We will cover pictures from files as well as
online pictures, WordArt, shapes, and screenshots. You will also learn how to
move and delete the illustrations.

Inserting a Picture from a File


To insert a picture from a file, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Picture.

Step 3: Navigate to the location of the file and highlight the file you want to
insert.

Step 4: Select Insert.

Word inserts the picture.

Inserting an Online Picture


To insert a clip art, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Online Pictures.

Step 3: In the Insert Pictures dialog box, select the place where you want to
search for images.

Step 4: Enter a search term. Press Enter to begin searching.

Step 5: Word displays the matching images. To insert one, double-click it or


highlight it and select Insert.

Adding WordArt
To insert WordArt, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select WordArt.

Step 3: Select the style you would like to use.

Step 4: Word inserts the text box with the placeholder text highlighted. Enter
your own text to replace the placeholder text.

Notice the icon to the right of the text box. Click it to see your layout options.

Drawing Shapes
To insert a built-in shape, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Shapes.

Step 3: Select the shape that you want to use.


Step 4: Hold down the mouse button from the location in the document where
you want to place the top left of the shape. Drag down and to the right it until the
shape is the desired shape and size. The cursor changes to a cross while you are
drawing.
To draw with one of the freehand shapes, use the following procedure Step 1:
Select the Insert tab from the Ribbon.

Step 2: Select Shapes.

Step 3: The freehand drawing tools are in the Lines section. Select either the
closed freehand shape (Freeform) or the open freehand shape (Scribble).
Step 4: Begin drawing. If you are using the Freeform tool, Word will close the
shape when you click close to your starting point. If you are using the Scribble
tool, Word will finish the shape when you stop dragging the mouse.

Inserting a Screenshot
To insert a full-size screenshot, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Screenshot.


Step 3: The Screenshot gallery includes a thumbnail image of other windows
you have open. Select the image that you want to insert.

Word inserts the image and may scale it to the width of your document.

To insert a screen clipping, use the following procedure.

Step 1: Make sure that the area of the screen you want in your document is ready
to capture. Word will automatically return to the previous window for a screen
clipping.

Step 2: Select the Insert tab from the Ribbon.

Step 3: Select Screenshot.

Step 4: Select Screen Clipping.


Step 5: Drag the mouse to capture the area of the screen that you want to insert
in your presentation. The screen is slightly greyed out, except for the area you
are capturing.

Step 6: When you release your mouse, Word inserts the screen clipping into the
document at the current cursor position.

Moving or Deleting a Picture


To move a picture, use the following procedure.

Step 1: Select the picture you want to move.


Step 2: Drag the mouse until the picture is in the desired location. Word displays
a small rectangle by the cursor to show an object is being moved. There is a
small line showing where the picture will be moved.

Release the mouse to drop the picture in the new location.


To delete a picture, use the following procedure.

Step 1: Select the picture you want to delete.

Step 2: Press the Delete key on the keyboard.


Chapter 14

FORMATTING PICTURES IN THIS


CHAPTER, YOU WILL LEARN HOW
TO USE THE PICTURE TOOLS TAB.
REMOVING A PICTURES
BACKGROUND IS A GREAT
TECHNIQUE TO ADD
PROFESSIONALISM TO YOUR
DOCUMENTS. YOU WILL ALSO
LEARN HOW TO ADD A BORDER
TO A PICTURE. THIS CHAPTER
ALSO EXPLAINS HOW TO ADD
ARTISTIC EFFECTS AND CHANGE
A PICTURES POSITION AND TEXT
WRAPPING. YOU WILL ALSO
LEARN HOW TO USE THE
SELECTION PANE FOR SELECTING
AN OBJECT WHEN MULTIPLE
OBJECTS ARE LAYERED.

Using the Picture Tools Tab To use the Picture Tools tab, use the
following procedure.
Step 1: With a picture selected on the document, select the Picture Tools/Format
tab from the Ribbon. You can use the other tabs while working with a picture,
and this tab will still be available.

Adding a Border To add a border to a picture, use the following


procedure.
Step 1: Select the picture to which you want to add a border.

Step 2: Select the Picture Tools/Format tab from the Ribbon.

Step 3: Select Picture Border.

Step 4: Select a color from the gallery to use or select More Outline Colors to
choose a Standard or Custom color as youve seen in other Word color galleries.
Step 5: Select Picture Border again to select a line weight. Select Weight. Select
the point size line you want to use. Remember that you can preview the border
for selecting it by hovering your mouse over that option.
Step 6: Select Picture Border again to select a line style. Select Dashes. Select
the line style you want to use.
Removing a Pictures Background To remove the background from a
picture, use the following procedure.
Step 1: Select the picture you want to change.

Step 2: On the Picture Tools tab of the Ribbon, select Remove Background.

Word displays the Background Removal tab.


Step 3: You can drag the marquee to adjust the picture, if necessary.

Step 4: Select Keep Changes to accept Words automatic background removal.


Or use the Mark Areas to Keep or Mark Areas to Remove tools to refine the
background removal. When you have finished, select Keep Changes. Or select
Discard All Changes to return to the original picture.

Adding Artistic Effects To add artistic effects to a picture, use the


following procedure.
Step 1: Select the picture you want to change.

Step 2: On the Picture Tools tab of the Ribbon, select Artistic Effects.
Step 3: Select the effect you would like to apply.

Step 1: Select Artistic Effects Options from the Artistic Effects gallery.
Step 2: Select the Artistic Effect from the drop-down list.

Step 3: Depending on which effect you select, there are different options to
adjust, such as transparency, pressure, or brush size. Use the up and down arrows
or enter the amounts for each option.

Step 4: Select the Reset button to return to the default settings for the selected
option.

Positioning Pictures and Wrapping Text To set the positioning for a


picture, use the following procedure.
Step 1: Select the picture you want to change.

Step 2: On the Picture Tools tab of the Ribbon, select Position.

Step 3: Select the Position that you want to use. You can use the Layout dialog
box to refine it later, if needed.
Use the following procedure to set the text wrapping for a picture.

Step 1: Select the picture you want to change.

Step 2: On the Picture Tools tab of the Ribbon, select Wrap Text.

Step 3: Select the wrapping option that you want to use. You can use the Layout
dialog box to refine it later, if needed.
Use the following procedure to use the Layout dialog box.

Step 1: Select the picture you want to change.

Step 2: On the Picture Tools tab of the Ribbon, select Wrap Text or Position.

Step 3: Select More Layout Options.


Using the Selection Pane To open the selection pane, use the
following procedure.
Step 1: Select any object on the page to access the Picture Tools Format tab on
the Ribbon.

Step 2: Select the Selection Pane tool.


Step 3: In the Selection Pane, you can rename the objects by clicking on an item
and entering a new name. You can also use the Send Forward and Send
Backward arrow icons to reorder the objects. The Show all and Hide all allow
you to hide from the editing view all the objects or show them all again. You can
show or hide individual objects by clicking on the eye next to the name for that
object.


Chapter 15

ADDING SMARTART

This chapter will show you how to add SmartArt graphics anywhere in your
document. You will learn more about the SmartArt Tools tabs, and how to add
text to a SmartArt graphic. You will also learn how to move and delete SmartArt
graphics. Finally, we will look at the SmartArt Layout options.

Inserting SmartArt
To insert SmartArt, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select SmartArt.

Step 3: In the Choose a SmartArt Graphic dialog box, select the category on the
left. Then you select the item in the middle. The right shows a preview of the
item. Select OK to insert the content.

Word inserts the selected SmartArt graphic in the document at the current cursor
position.

Adding Text to SmartArt


To add text to a SmartArt graphic by using the Text Pane, use the following
procedure.

Step 1: To the left of the SmartArt graphic you inserted, there is a small
rectangle with an arrow. Click this arrow to open the Text Pane.
Word opens the Text Pane.

Step 2: Click the first line and begin typing. Each line represents a new item in
the graphic.
The SmartArt text adjusts to fit the graphic. The more text you enter in each
graphic element, the smaller the text will become.

Step 3: When you have finished, click anywhere on the slide, and the Text Pane
will close automatically. Or you can click the X in the top right corner.

Using the SmartArt Tools Tabs


Use the following procedure to use the Tools tabs for working with SmartArt.

In the Design tab, the Create Graphic tools allow you to customize the SmartArt
by adding a shape, adding a bullet point, promoting and demoting or moving a
shape right to left, moving a shape up or down and changing the layout. You can
also open the Text pane. The change colors option allows you to use the same
graphic with different colors.

The reset graphic option removes any changes you have made and returns the
selected SmartArt graphic to the default settings. It does not remove your text.

In the Format tab, the tools specific to Smart art allow you to change a selected
shape or make it smaller or larger.

Moving and Deleting SmartArt


To move the diagram, use the following procedure.

Step 1: Select the diagram border.

The cursor changes to a cross with four arrows.

Step 2: Drag the mouse to the desired location. Word displays a small rectangle
by the cursor to show an object is being moved. There is a small line showing
where the diagram will be moved. Release the mouse to drop the diagram in the
new location.

Using SmartArt Layout and Style Options


To change the SmartArt layout, use the following procedure.
Step 1: Select the SmartArt graphic you want to change.

Step 2: On the SmartArt Tools Design tab of the Ribbon, select the down arrow
next to the Layout group to see the Layout options.

Step 3: Select the layout you would like to apply.

Step 4: To change the style, select the arrow next to the Style group too see the
options.

Step 5: Select the style that you would like to apply.



Chapter 16

ADDING TABLES

This chapter will explain how to work with tables. You will learn how to add
tables to your document and add text to the table. You will also learn about the
Table Tools tab. This chapter explains how to modify rows and columns and
how to format a table, so that it looks just like you want it to. Finally, you will
learn about Quick tables, an easy way to get a table that is already formatted into
your document.

Inserting a Table
To insert a table, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Table.

Step 3: Highlight the number of rows and columns that you want to insert.
Word inserts the table in the document at the current cursor position. You can
also see a preview before you insert the table.

Adding Text to a Table


To add text to a table, use the following procedure.

Step 1: Click the table cell you want to change.

Step 2: Begin typing.

Step 3: To enter text in another cell, click that cell.


About the Table Tools Tabs
The following diagrams show the Tools tabs for working with tables.

The Design tab has several options to help you apply style to your table,
including borders and shading. The Layout tab has other tools to modify your
table.

We will investigate many of these options in the rest of this chapter.

Altering Rows and Columns


To modify rows and columns, use the following procedure.

Step 1: Hover your mouse over a row or column divider. The mouse changes to a
divider with arrows pointing to the left and to the right.
Step 2: Drag the column to the new size.

To insert a row, use the following procedure.

Step 1: Select the row below where you want the new row to appear.

Step 2: Make sure that the Table Tools/Layout tab is selected.

Step 3: Select Insert Above.

Word inserts the new row.


To delete a column, use the following procedure.

Step 1: Select the column you want to delete.

Step 2: Make sure that the Table Tools/Layout tab is selected.

Step 3: Select Delete.

Step 4: Select Delete Columns.

Applying a Table Style

To format a table, use the following procedure.

Step 1: Select the table you want to format.


Step 2: Use the Table Style options to add special formatting to the Header Row,
Total Row (last row), First Column, or Last Column. The Banded Rows and
Banded Columns alternate the shading.

Step 3: Select a Table style to create a new look for the table. You can see a
preview by hovering the mouse over the option before selecting it.

About Quick Tables


To insert a Quick Table, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Table.

Step 3: Select Quick Tables.

Step 4: Select the table you want to insert.


To save a table as a Quick Table selection, use the following procedure.

Step 1: Highlight the table that you have inserted and customized.

Step 2: Select the Insert tab from the Ribbon.

Step 3: Select Table.

Step 4: Select Quick Tables.

Step 5: Select Save Selection to Quick Tables Gallery.

Word displays the Create New Building Block dialog box.


Step 6: Enter a name for the table or leave the default heading.

Step 7: Select OK to save the table.


Chapter 17

INSERTING SPECIAL OBJECTS

This chapter will explain how to work with other objects to enhance your
documents even further. You will learn how to add a cover page and text boxes
to your document. You will also learn about the new features in 2016 to insert an
app or online media. Finally, you will learn how to insert the data from a
database, using Query Options and Table AutoFormat options.

Adding a Cover Page


To insert a cover page, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Cover Page.

Step 3: Select an option from the Cover Page gallery.


Word inserts the cover page.

Step 4: For each of the elements on the page, click the field and enter the new
text. For example, in the above illustration, when you click anywhere on [Type
the document title], the entire field is selected. Begin typing to enter the Title.

Inserting a Text Box


To insert a text box, use the following procedure.

Step 1: Place your cursor where you want the text box to appear in the
document. Some built-in styles appear to the left or right. However, all text
boxes have an anchor somewhere in the text of the document.

Step 2: Select the Insert tab from the Ribbon.

Step 3: Select Text Box.

Step 4: Select one of the text box gallery objects, or select Draw Text box.
Word inserts the text box. If you selected Draw Text Box, draw the text box just
like a shape.

Step 5: Enter your text.

Inserting an Add-in
Apps for Office has been replaced with My Add-ins in Microsoft Word 2016.
To get an Add-in for Office 2016, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select My Ad-ins.

Step 3: Select See All.

Step 4: Click Office Store.


The Insert App dialog box allows you to search or browse for available apps.
You can search or browse for Add-ins to install and use with Word 2016.

Step 5: Click Add to import the Add-in to your version of Word 2016. The Add-
ins will be installed to the Add-in ribbon.

Inserting Online Media


To insert online media, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Online Video.


Step 3: In the Insert Video dialog box, enter a search term in the Bing Video
Search field. Or enter the Video Embed Code from a web site.

Step 4: If you entered a search term, Word displays videos that match your
search term. Select the video that you want to use, and select Insert.
Step 5: Word inserts the video into the document.

Inserting a Database
To insert data from a database into the document, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Insert Database.

Step 3: In the Database dialog box, select Get Data.

Step 4: Navigate to the location of the database file you want to use. Highlight
and select Open.
Step 5: If your database includes more than one table, the Select Table dialog
box is displayed. Select the table that you want to use and select OK.

Step 6: You can use a query to narrow the data that you insert into your
document. Select Query Options from the Database dialog box.

Step 7: The Filter Records tab allows you to select a Field, a Comparison term,
and the details for the filter.
Step 8: The Sort Records tab allows you to select how to sort the data.

Step 9: The Select Fields tab allows you to choose which fields to show.

Step 10: Select OK when you have finished setting your Query Options.

Step 11: You can use an automatic format for the table Word will insert. Select
Table AutoFormat. You can choose a Format and see a Preview. The checkboxes
allow you to choose which formats and special formats to apply to your table.
Select OK when you have finished.

Step 12: The Insert Data dialog box allows you to choose all records or from a
select set. To choose a select set, enter the Start and End records. You can
choose to insert data as a Word field. Select OK.

Step 13: Word inserts the data as a table.



Chapter 18

WORKING WITH DOCUMENT


REFERENCES

This chapter explains how to use Words reference tools. First, we will discuss
how to add a caption to an illustration. You can add an automatically generated
table of contents. Word makes it easy to add footnotes, endnotes, and other
citations. Once you have added references, the Manage Sources tool helps you to
keep track of those sources, which can be especially helpful in a long document
or when sharing references across multiple documents. This chapter will explain
how to insert a bibliography. We will end with a discussion on creating an index.

Inserting a Caption
To add a caption, use the following procedure.

Step 1: Select the References tab from the Ribbon.

Step 2: Select Insert Caption.


Step 3: In the Caption dialog box, enter the text for your Caption. The Label and
the Numbering are shown by default.

Step 4: To change the Label, select a new option from the Label drop down list.
You can also select New Label to create a custom label. Just enter the text and
select OK, and it will be added to the drop-down list of options for Labels. You
can select Delete Label to remove it from the list.

Step 5: You can select a new Position for the caption by selecting an item from
the drop-down list.

Step 6: Select Numbering to choose the format for the caption number.

Step 7: Select OK to add your Caption.

Adding a Table of Contents


To add a table of contents, use the following procedure.
Step 1: Place your cursor in the document where you want the table of contents
to appear.

Step 2: Select the References tab from the Ribbon.

Step 3: Select Table of Contents.

Step 4: Select one of the built-in Table of Contents styles.

Word inserts the table of contents at the cursor.

To review the options and settings of the Table of Contents dialog box, use the
following procedure.

Step 1: Select the References tab from the Ribbon.

Step 2: Select Table of Contents.

Step 3: Select Custom Table of Contents.

Word displays the Table of Contents dialog box.


Step 4: To insert a customized table of contents, complete the Table of Contents
dialog box.
You can see a preview of your selections for box print and web distribution.

You can select whether to show the page numbers, and what kind of tab leader
to use between the headings and page numbers.

You can select what kind of style to use and how many heading levels to
include.

Select Options to open the Options dialog box. Here you can indicate which
paragraph styles to include in the table of contents at each TOC level. Select
OK when you have finished.

Select Modify to change the appearance of the table of contents entries. Select
OK when you have finished.
To update a table of contents, use the following procedure.

Step 1: Click anywhere on the table.

Step 2: Select the References tab from the Ribbon.

Step 3: Select Update Table.


Word displays the Update Table of Contents dialog box.

Step 4: If the headings have changed, make sure to select Update entire table.

Step 5: Select OK.

Adding Footnotes, Endnotes, and Citations


To add a footnote, use the following procedure.

Step 1: Place your cursor where the notation for the footnote needs to go.

Step 2: Select the References tab from the Ribbon.

Step 3: Select Insert Footnote.

Word inserts a number at the cursor location. It is already formatted as a


superscript font. Word also inserts a line and the matching number at the bottom
of the page. It also places the cursor so that you can type the footnote text.
Step 4: Begin typing the footnote text.

To add an endnote, use the following procedure.

Step 1: Place your cursor where the notation for the endnote needs to go.

Step 2: Select the References tab from the Ribbon.

Step 3: Select Insert Endnote.

Word inserts a number at the cursor location. It is already formatted as a


superscript font. Word also inserts a line and the matching number at the end of
the document. It also places the cursor so that you can type the endnote text.
To insert a citation, use the following procedure.

Step 1: Place your cursor in the paragraph that needs to be referenced.

Step 2: Select the References tab from the Ribbon.

Step 3: Select Insert Citation.

Step 4: To enter a placeholder, select Add New Placeholder.

Step 5: In the Placeholder Name dialog box, enter a tag name to help you
remember the source. The name cannot include any spaces or special characters.
Select OK.

Step 6: To enter a source, select Add New Source from the Insert Citation
command on the Ribbon. In the Create Source dialog box, enter the bibliography
information. Select OK.

Managing Sources
To use the Source Manager, use the following procedure.

Step 1: Select the References tab from the Ribbon.

Step 2: Select Manage Sources.

Word opens the Source Manager dialog box.


Explain the different areas of the Source Manager dialog box.

The Search fields allow you to narrow the list in the Sources available in area.
Select the Sort By option from the drop-down list and begin typing the name in
the Search field. Word automatically narrows the list displayed to any matching
options.

Word includes a master citation list for your computer. To open the list for
another document, select Browse. Navigate to the location of the source file (in
XML format), highlight it, and select Open.

The left list includes the citations in the selected citation file or the Master List.
You can Copy, Delete, Edit, or create a New citation for the current list or the
Master List.

To copy a citation from one list to the other, highlight the citation and select
Copy.

To delete a citation in either list, highlight it and select Delete.

To edit a citation, highlight it and select Edit. Word opens the Edit Source
dialog box, which includes the same information as the Create Source dialog
box from the previous topic.

To create a new citation, select New. Word opens the Create Source dialog box.

The bottom area of the source manager dialog box displays the preview for how
the currently highlighted citation will look in the bibliography.

Select Close when you have finished working with the sources.

Inserting a Bibliography
To insert a bibliography, use the following procedure.

Step 1: Place your cursor in the location where you want to add the bibliography.

Step 2: Select the References tab from the Ribbon.

Step3: Select Bibliography.

Step 4: Select the desired style of Bibliography from the Bibliography gallery.
Word inserts the bibliography, including tools to change the style of the
bibliography and update the citations.

Creating an Index
To mark an index entry, use the following procedure.

Step 1: If desired, highlight the text you want to include in the index from your
document. Or simply place your cursor in the line where the index entry should
point.

Step 2: Select the References tab from the Ribbon.


Step 3: Select Mark Entry.

Word opens the Mark Index Entry dialog box. If you highlighted text, that text
appears as the Main Entry.

Step 4: Enter the text for the Main entry and the subentry (if desired).

Step 5: Select whether to refer to a cross reference (enter the text), the current
page, or a page range (select a bookmark from the drop-down list).

Step 6: Select any special formatting for the page number.


Step 7: Select Mark or Mark All.

Word inserts an index marker, which you can see if you have the paragraph
markers visible. Note that these markers are not visible in the printed document.

Step 8: The dialog box will stay open if you need it. Select Close when you have
finished marking index entries.

To insert an index, use the following procedure.

Step 1: After you have marked at least some of your index entries, place your
cursor where you want the index to appear.

Step 2: Select the References tab from the Ribbon.

Step 3: Select Insert Index.


Word opens the Index dialog box.

Step 4: Check the Right align page numbers box if desired.

Step 5: Select the Type as Indented or Run-in.

Step 6: Select the number of Columns.

Step 7: Select the Language.

Step 8: Select OK.


Word inserts the index at the current location.


Chapter 19

REVIEWING YOUR DOCUMENT

This chapter explains how to use Words advanced research tools. The
dictionary, thesaurus and Word count tools are proofing tools that each opens a
separate task pane or dialog box. The Translation tools allow you to translate a
document or selected text. You can also use the mini translator to obtain a quick
translation that is only temporarily visible. Finally, we will discuss the language
tools to help you set your proofing language and other language preferences.

Using Smart Lookup, Thesaurus and Word Count

The Dictionary feature in Microsoft Word 2016 has been replaced with Smart
Lookup, a more advanced reviewing tool. This tool is not on the Review ribbon
by default, but you can still access the tool. To use Smart Lookup, use the
following procedure.

Step 1: Highlight the word you would like to research.

Step 2: Right-click the word and select Smart Lookup from the pop-up menu.
Step 3: The Smart Lookup window has two options: Explore and Define.

Explore provides a definition of the term, explores Wikipedia, and performs a


web search. Define focuses primarily on the definition. The pronunciation is
provided in text and as an audio file.

Add Smart Lookup Icon to the Review ribbon


Step 1: Click the File ribbon.

Step 2: Select Options.

Step 3: Select the Customize Ribbon option.

Step 4: Select the Review Ribbon in the Tabs pane.

Step 5: Click New Group to add a new group to the ribbon.

Step 6: Click Rename to give the new group a name.

Step 7: Select All Commands from the Choose Command From drop-down.

Step 8: Scroll down and select Smart Lookup and click Add to add the command
to the ribbon.

Step 9: Click Ok.

To use the thesaurus, use the following procedure.

Step 1: Highlight the word you would like to research.

Step 2: Select the Review tab.

Step 3: Select Thesaurus.


Word displays the Thesaurus task pane (with the dictionary that you have
previously installed as an app) with the results for the word you selected
displayed.

Step 4: To replace the selected word in the document with one of the words
listed in the Thesaurus pane, right click the word you want to use and select
Insert from the context menu.

Access the Word Count tool

Step 1: Click the Review tab.

Step 2: Click the Word Count icon in the Proofing menu.


In the Word Count dialog box. Note that the statistics show for selected text (if
applicable) or the entire document.

Using Translation Tools

To use the Translation tools, use the following procedure.

Step 1: Select the Review tab.

Step 2: Select Translate expanded menu.

Step 3: Select Choose Translation Language.


Step 4: In the Translation Language Options dialog box, you will select the
language to use in the Mini Translator first. Below, you set the To and from
languages for document translation. For all three options, select the language
you want to use from the drop-down list.

Step 5: Select OK.

Step 6: Select Translate Document to translate the entire document. You may see
a message that reads To translate your document, text will be sent over the
Internet in a secured format to Microsoft or a third-party translation service. Do
you want to proceed? Click Yes or No. You can place a check in the box next to
Do not show again to prevent this message from popping up every time you
request a translation.

The text opens in Internet Explorer using an online translation service.

Step 7: Select Translate Selected text to see a translation of just a few words. The
Research task pane opens with the current translation settings and your
translated text.
Setting Proofing Language and Language Preferences

To change the language, use the following procedure.

Step 1: Select the Review tab.

Step 2: Select Language. Select Set Proofing Language.


Step 3: Select the language you want to use from the Language dialog box and
select OK.

To set Language Preferences in the Word Options dialog box, use the following
procedure.

Step 1: Select Language from Review tab on the Ribbon.

Step 2: Select Language Preferences.

Step 3: In the Word Options dialog box, select the Editing Language you want
to use for dictionaries, spell check and sorting.
Step 4: Select OK.


Chapter 20

USING COMMENTS AND


TRACKING THIS CHAPTER WILL
EXPLAIN HOW TO REVIEW A
DOCUMENT. YOU CAN ADD,
REPLY TO, OR REVIEW
COMMENTS. COMMENTS ARE
SEPARATE FROM THE MAIN TEXT
OF THE DOCUMENT. TRACK
CHANGES, ON THE OTHER HAND,
ALLOW YOU TO MAKE CHANGES
DIRECTLY TO THE DOCUMENT IN
SUCH A WAY THAT OTHER
REVIEWERS CAN SEE YOUR
CHANGES. THEN YOU CAN
REVIEW THOSE CHANGES AND
DECIDE WHETHER TO KEEP THEM
OR NOT. FINALLY, THIS CHAPTER
EXPLAINS HOW TO COMPARE
DIFFERENT DOCUMENTS.

Adding a Comment To add a comment, use the following procedure.


Step 1: Place the cursor where you want to mark a comment or highlight the
portion of text on which you want to comment.

Step 2: Select the Review tab from the Ribbon.

Step 3: Select New Comment.

Word inserts a comment bubble with the Comments window open.

Step 4: Enter the comment text.

The Comment window closes when you click somewhere else in the document.
You can also close it by clicking the X at the top right corner. To open it again,
click the Comments bubble near the right margin.

To reply to a comment, use the following procedure.

Step 1: In the Comments window, click the Reply icon.

Step 2: Enter your text.

Reviewing Comments To review comments, use the following


procedure.
Step 1: Select the Review tab from the Ribbon.

Step 2: Select Show Comments.

Step 3: Use the Next and Previous tools to move from one comment to the next.

Step 4: Review the comments in the Markup area.

To delete a comment, use the following procedure.


Step 1: Place your cursor anywhere in the selection for the comment you want to
delete.

Step 2: Select the Review tab from the Ribbon.

Step 3: Select Delete.

Tracking Changes
Use the following procedure to track changes.

Step 1: Select the Review tab from the Ribbon.

Step 2: Select Track Changes.

Step 3: Make edits to the document. Word places a line next to any area with
changes. It marks insertions, deletions, moves, and formatting changes according
to the settings in the Change Tracking Options dialog box. However, you may
not see all markups, depending on your settings.

Reviewing Changes
To open the Reviewing Pane, use the following procedure.

Step 1: Select the Review tab from the Ribbon.

Step 2: Select Reviewing Pane.

Step 3: Select the orientation you would like to use for the Reviewing pane.

Word displays the Revisions Pane. The different authors who have made changes
are indicated with a description of the change. When you click an item in the
Revisions Pane, Word automatically scrolls to the corresponding location in the
document.
Select Previous or Next to move to another tracked change. Select Accept or
Reject to accept or reject the current change.

Comparing and Combining Documents To compare documents, use


the following procedure.
Step 1: Select the Review tab from the Ribbon.

Step 2: Select the Compare expanded options.

Step 3: Select Compare from the drop-down menu.

Word opens the Compare Documents dialog box to determine which documents
to use.
Step 3: Under Original Document, select the document considered the original
from the drop-down list. If the document is not listed, select the folder icon to
navigate to the document and select Open. To label this documents changes,
enter the label in Label change with field.

Step 4: Under Revised Document, select the document considered the revised
document from the drop-down list. If the document is not listed, select the folder
icon to navigate to the document and select Open. To label this documents
changes, enter the label in Label change with field.

Step 5: Select More to indicate which Comparison settings you want to mark.
You can check or clear any of the boxes to control which items are compared.
You can select whether to show changes at a character level or a word level. You
can show changes in the Original, the Revised document, or a New document.

Step 6: Select OK to compare the documents.


Word compares the document. Note the Revisions pane, the Comparison
document, the original document, and the revised document open in different
panes.

You will need to save the comparison document if you want to keep it.

To combine documents, use the following procedure.

Step 1: Select the Review tab from the Ribbon.

Step 2: Select the Compare expanded options.

Step 3: Select Combine from the drop-down menu.


Word opens the Combine Documents dialog box to determine which documents
to use.

Step 3: Under Original Document, select the document considered the original
from the drop-down list. If the document is not listed, select the folder icon to
navigate to the document and select Open. To label this documents changes,
enter the label in Label change with field.

Step 4: Under Revised Document, select the document considered the revised
document from the drop-down list. If the document is not listed, select the folder
icon to navigate to the document and select Open. To label this documents
changes, enter the label in Label change with field.

Step 5: Select More to indicate which Comparison settings you want to mark.
You can check or clear any of the boxes to control which items are combined.
You can select whether to show changes at a character level or a word level. You
can show changes in the Original, the Revised document, or a New document.

Step 6: Select OK to combine the documents.

Word combines the document. Note the Revisions pane, the combined
document, the original document, and the revised document open in different
panes.

You will need to save the comparison document if you want to keep it.

The Combine documents process is the same procedure. If there are changes,
Word can only store one set.
You will need to save the combined document if you want to keep it.


Chapter 21

CUSTMIZING WORD

In this chapter, youll understand how to control the environment where you
create documents, as well as specialized information about those documents.
Well start with customizing your Word options to make the environment
perfectly suited to your use. Then, youll learn how to protect a document. Youll
also learn how to check for issues when working with others who are using
earlier versions of Word. This module also explains how to manage different
versions of a document. Finally, youll learn the basics of the document
properties and information.

Setting Word Options


To review the options for customizing Word, use the following procedure.

Step 1: Select the File tab from the Ribbon to open the Backstage view.

Step 2: Select the Options tab on the left.

Here is the General tab in the Word Options dialog box. The General tab allows
you to change the user interface options. You can enter your name and initials to
personalize your copy of Word. You can also control Start up options.
Here is the Display tab in the Word Options dialog box. The Display tab controls
the Page display, the formatting marks, and the printing options.
Here is the Proofing tab in the Word Options dialog box. The Proofing tab
allows you to control how Autocorrect works for spelling, grammar, and
formatting.
Here is the Save tab in the Word Options dialog box. The Save tab allows you to
control how documents are saved.
Here is the Typography tab in the Word Options dialog box. The Typography tab
allows you to control character sets, character spacing, and kerning.
Here is the Language tab in the Word Options dialog box. The Language tab
allows you to choose a language for use while editing your documents, which
controls the spell checker and grammar. You can also change the language of the
help files.
Here is the Ease of Access tab in the Word options dialog box. In the Ease of
Access tab, you can set accessibility options.
Here is the Advanced tab in the Word Options dialog box. In the Advanced tab,
you can change many editing options, including the default paste option.
Protecting a Document
Use the following procedure to password protect a document.

Step 1: Select the File tab from the Ribbon to open the Backstage view.

Step 2: Select Info, if it isnt already selected.

Step 3: Select Protect Document.


Step 4: Select Encrypt with Password.

Step 5: Enter a password and select OK. Make sure to keep the password safe,
because the file cannot be recovered if you lose the password.

Checking for Issues


To inspect a document for hidden properties or personal information, use the
following procedure.

Step 1: Select the File tab from the Ribbon to open the Backstage view.
Step 2: Select Info, if it isnt already selected.

Step 3: Select Check for Issues.

Step 4: Select Inspect Document.

Step 5: In the Document Inspector dialog box, check the boxes for the types of
issues you want to check for.
Step 6: Select Inspect.

Step 7: The Document Inspector dialog box indicates any issues with the
document. You can select Remove All to remove the features from the
document.
To review the Accessibility Checker, use the following procedure.

Step 1: Select the File tab from the Ribbon to open the Backstage view.

Step 2: Select Info, if it isnt already selected.

Step 3: Select Check Accessibility.


The Accessibility Checker appears on the right side of the document window.
The Inspection Results area highlights any problems. You can click on an item in
the list to go to that item to correct it. You can also why to fix and how to fix the
item.

Use the following procedure to review the Compatibility Checker.

Step 1: Select the File tab from the Ribbon to open the Backstage view.

Step 2: Select Info, if it isnt already selected.

Step 3: Select Check Compatibility.


The Microsoft Word Compatibility checker dialog box shows features that are
not supported by earlier versions of Word. You can select the version of Word
from the Select Versions to Show drop down list.

Managing Versions
To use the Manage Versions feature, use the following procedure.

Step 1: Select the File tab from the Ribbon to open the Backstage view.
Step 2: Select Info, if it isnt already selected.

Step 3: Select the Manage Document expanded menu.

Step 4: Select Recover Unsaved Documents.

Step 5: The Open dialog box displays a list of your unsaved files. Highlight the
file and select Open.

Step 6: Make sure you save the file.

Working with Properties


To review the information contained in the Information tab on the Backstage
View, use the following procedure.

Step 1: Select the File tab on the Ribbon to open the Backstage View.

Step 2: It should open to the Info tab. If not, select it from the left side of the
screen.

Discuss the different information included in the Properties area.

Step 3: Select the Show All Properties link at the bottom to see additional
information.

Step 4: You can chance the Title, Tags, Status, Categories, Subject, Hyperlink
Base, and Company information.

To view or add People information, use the following procedure.

Step 1: To view an author or last modified person, click on the name. You can
see the Microsoft Office contact card for that person.

Step 2: To add an author or manager, click on the Specify the Manage or Add an
Author field. Enter the name. You can use the icons to verify the information or
use the Address book to find the name.
To open the Advanced Properties dialog box, use the following procedure.

Step 1: Select the arrow next to Properties.

Step 2: Select Advanced Properties from the drop-down list.

Discuss the tabs in the Advanced Properties dialog box.

The General tab includes information about the type, location, and size of the
document file. You can also see when the document was created, modified, and
accessed.
The Summary tab includes details about the document title, subject, author, etc.
You can enter information in any of the Summary fields.
The Statistics tab includes information about the document revisions and other
statistics.
The Contents tab includes information about the document Metadata contained
in the file.
The Custom tab allows you to add custom properties to your document. To add a
custom property, complete the following steps.
Step 1: Select a Name from the list or enter your own name.

Step 2: Select the Type of information from the drop-down list.

Step 3: Enter the Value for the information.

Step 4: Select Add.


Chapter 22

WORKING WITH REUSABLE


CONTENT

Microsoft Word has many ways to reuse content, such as small snippets of text
or even images and whole pages of formatting. This chapter will start by looking
at Autotext, which is a type of Quick Part in Word. Then youll learn how to
insert a Quick Part. This module also explains how to create customized building
blocks to really help save you time. Finally, youll learn how to edit a building
block.

Saving Selection as Autotext


To create an Autotext entry, use the following procedure.

Step 1: Select the text you want to store.

Step 2: Select the Insert tab from the Ribbon.

Step 3: Select Quick Parts.


Step 4: Select AutoText from the drop-down list.

Step 5: Select Save Selection to AutoText Gallery.

Step 6: In the Create New Building Block dialog box, enter a Name for the
AutoText entry.

Step 7: Keep the Gallery as AutoText.

Step 8: Select a Category from the drop-down list. You can also create a new
category to help organize your AutoText entries.
Step 9: Enter a Description, if desired, to explain the purpose of your AutoText
entry.

Step 10: Select the template where you would like to save the AutoText entry
from the Save in drop down list. Remember that Normal is the template used
when you create a new blank document.

Step 11: Select an item from the Options drop down list. In most cases, youll
use Insert Content Only.

Step 12: Select OK.

Inserting a Quick Part


To insert a Quick Part, use the following procedure.

Step 1: Place your cursor where you want the reusable content to appear.

Step 2: Select the Insert tab from the Ribbon.

Step 3: Select Quick Parts.

Step 4: Select the Quick Part that you want to use from the Gallery. Or select
AutoText and select the AutoText entry that you want to use from the AutoText
Gallery.

The selected item is inserted at your cursor position.


Creating Customized Building Blocks
To create a building block, use the following procedure.

Step 1: Find the item you want to save as a building block and select it.

Step 2: Select the Insert tab from the Ribbon.

Step 3: Select Quick Parts.

Step 4: Select Save Selection to Quick Part Gallery from the drop-down list.

Step 5: In the Create New Building Block dialog box, enter a Name for the
Building Block.
Step 6: Select a Gallery from the drop-down list. For example, if your building
block is a footer, you can place it in the Footers gallery. However, in most cases,
the default setting of Quick Parts is fine.

Step 7: Select a Category from the drop-down list. You can also create a new
category to help organize your Building Blocks.

Step 8: Enter a Description, if desired, to explain the purpose of your Building


Block.

Step 9: Select the template where you would like to save the Building Block
from the Save in drop down list. Remember that Normal is the template used
when you create a new blank document.

Step 10: Select an item from the Options drop down list. In most cases, youll
use Insert Content Only.

Step 11: Select OK.


Editing a Building Block
To review the Building Block Organizer, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Quick Parts.

Step 3: Select Building Block Organizer from the drop-down list.

The Building Blocks Organizer lists all the Building Blocks that are associated
with the template you are using for the current document. There are many built-
in Building Blocks associated with themes and other items.

You can click on the headers at the top of the list to sort the items by Name,
Gallery, Category, or Template. When you select a Building Block the right side
of the window displays a preview of the Building Block.
To delete a Building Block, highlight it in the list and select Delete.

To insert a Building Block, highlight it in the list and select Insert.

To edit the properties of a Building Block, use the following procedure.

Step 1: In the Building Blocks Organizer window, highlight the Building Block
you want to edit, and select Edit Properties.

Step 2: In the Modify Building Blocks dialog box, edit the Name, Gallery,
Category, Description, Template location, or Options.
Step 3: To create a new Category, select the Category drop down list. Select
Create New Category.

Step 4: In the Create New Category dialog box, enter a new Name for the
Category. Select OK.
Step 5: In the Modify Building Block dialog box, select OK.

Step 6: Word displays a warning message to make sure that you want to redefine
the Building Block. Select Yes to continue.

To correct a Building Block by saving over the original, use the following
procedure.

Step 1: Insert the Quick Part you want to change into your document.

Step 2: Make the content and/or formatting changes that you want to make.

Step 3: Select the content to include in the corrected Quick Part.

Step 4: Select the Insert tab from the Ribbon.

Step 5: Select Quick Parts.

Step 6: Select Save Selection to Quick Part Gallery from the drop-down list.

Step 7: In the Create New Building Block dialog box, enter a Name for the
Building Block. Make sure that the name is the same as the item you are
correcting.

Step 8: Select the Gallery, Category, Description, Save in location, and Options
as when you created the Building Block originally.
Step 9: Select OK.

Step 10: Word displays a warning message to make sure that you want to
overwrite the Building Block entry. Select Yes to continue.


Chapter 23

WORKING WITH TEMPLATES

Templates can be a huge time saver for occasions when you need to make many
documents with the same types of formatting. In this module, youll learn about
using templates in Word 2016. Then youll learn how to modify an existing
template. Youll also learn how to create a new template. This module explains
how to apply a template to an existing document so that you can quickly
reformat a document. Finally, youll learn how to manage your templates.

About Templates
Templates provide a consistent, familiar look to your documents. It is a
convenient, time-saving way to create documents rather than modifying another
document or starting from scratch each time. You may already be familiar with
using the templates provided by Word.

Did you know that these templates could be modified so that you can create
multiple documents from the modified template? You may want to start with a
design from an Office.com template, but customize it for your purposes. Then
you can create multiple documents from the modified template.

You can also create your own template. This allows you to completely customize
the blueprint for the documents that will be based on your template. You can
customize everything about the template, creating placeholders for styles,
spacing and other design elements instead of adding content to the document.

Finally, you can even reformat a document that has already been created by
applying a new template to the document. In this way, you can use different
branding for different scenarios for the same document.

Here are some important tips to remember to maximize the benefit of using
templates.

Use Global settings instead of local ones. Global settings are the settings that
affect the entire document (or most of it), such as themes and styles. Local
settings are those that you have applied to a single object or paragraph. Just
remember that you can quickly reformat a document by changing a style if
styles were used consistently throughout the document. If the style is in the
template from the beginning, it makes the formatting (or reformatting) that
much easier.

Similarly, use alignment and indents for paragraph spacing instead of using tabs
or spaces. Tabs and spaces can cause problems when you replace placeholder
text in a template with other content.

Use tables for positioning items like graphics. Again, your spacing can be
changed when you replace placeholder content with real content. Use a table
with no borders instead and the spacing will stay the same for every document
based on that template.

Modifying an Existing Template


To modify an existing template, use the following procedure.

Step 1: Open the file that you want to modify. The templates are stored in the
following location:
C:\Users\user name\App Data\Roaming\Microsoft\Templates

Step 2: If there are not any files listed, select the Files drop down list and select
Document Templates.

Step 3: Highlight the file you want to modify and select Open.

Step 4: Make the changes you want to have applied to future documents based
on this template, including styles, page layouts, placeholder content, etc.

Step 5: Save the file.

Creating a New Template


To create a template, use the following procedure.

Step 1: Create a new, blank document.

Step 2: Make the changes you want to have applied to future documents based
on this template, including styles, page layouts, placeholder content, etc. You can
control any settings for the template to create consistency in future documents
based on this template.

Step 3: Select the File tab from the Ribbon to open the Backstage View.

Step 4: Select Save As.

Step 5: Navigate to the following location in the Save As dialog box:

C:\Users\user name\App Data\Roaming\Microsoft\Templates

Step 6: Select Word Template or Macro-Enabled Word template (dotx or dotm)


from the Save as Type drop down list.

Step 7: Select Save.

Applying a Template to an Existing Document


To apply a template to an existing document, use the following procedure.

Step 1: Open the document you want to reformat.

Step 2: Open the Options dialog box by selecting Options from the Backstage
View.

Step 3: Select the Add Ins tab.

Step 4: Select the Manage drop down list. Select Templates from the list of
options.

Step 5: Select Go.


Step 6: In the Templates and Add-Ins Window, select Attach.

Step 7: In the Attach Template dialog box, navigate to the location of the
template you want to apply. Highlight it and select Open.

Step 8: In the Templates and Add-ins window, check the Automatically update
document styles box to reformat the document using the templates styles.
Step 9: Select OK.

The document is reformatted according to the themes, styles, and page layouts
applied in the document and available in the template.

Managing Templates
To load additional template items to the current document, use the following
procedure.

Step 1: Open the document you want to reformat.

Step 2: Open the Options dialog box by selecting Options from the Backstage
View.

Step 3: Select the Add Ins tab.

Step 4: Select Templates from the Manage drop down list.


Step 5: Select Go.

Step 6: In the Templates and Add-Ins Window, select Add.

Step 7: In the Add template dialog box, select the template that contains the
items you want to load to the current document. Select OK.

Step 8: The item is listed in the Templates and Add-ins window. Select OK to
continue working in your document using the newly loaded items.
To use the Organizer, use the following procedure.

Step 1: In the Templates and Add-ins window, select Organizer.

The Organizer window includes two files at a time. The left side lists the styles
available in the file listed in the Styles available in drop down list. The right side
lists the styles available in the file listed in the Styles available drop-down list on
the right side. On either side, you can select a new file from the list. You can also
close a selected file. When all the files are closed, you can open a new one.

To copy styles from one file to another, highlight the style on the left side, and
select Copy. You can also highlight a style and delete it or rename it. Select
Close when you have finished working in the Organizer window.


Chapter 24

WORKING WITH SECTIONS AND


LINKED CONTENT

In this chapter, youll learn some powerful uses for sections. First, well take a
general look at sections and learn how to enter a section break. Next, well cover
how to customize page numbers in a document using sections. Then well look
at using multiple page formats in a document. This module also explains how to
use different headers and footers in a document. Finally, well look at how to
link and unlink text boxes.

Using Sections
To insert a section into a document, use the following procedure.

Step 1: Place the cursor in the location where you want to split the document.
The new section will begin where the cursor is located.

Step 2: Select the Layout tab from the Ribbon.

Step 3: Select the type of Section Break from the drop-down list.

Next Page select this option to start the section on the next page. Youll need
this one if you want to use the section to create different page layouts within the
document.

Continuous select this option to start the section immediately. You might use
this one if you want to include different column layouts within the same page.

Even Page select this option if you are using a two-page layout and you want
the next section to start on an even page. A blank page will be inserted if
necessary.

Odd Page select this option if you are using a two-page layout and you want
the next section to start on an add page. A blank page will be inserted if
necessary.

Customizing Page Numbers in Sections To create custom page


numbers, use the following procedure.
Step 1: Double-click in the footer area of the first section to open the Header &
Footer Tools Design tab on the Ribbon.
Step 2: If the Link to Previous option is active (in the Navigation group), select it
to turn it off. Customized page numbers do not work if the sections are linked.

Step 3: Enter the page number in the desired location by selecting Page Number
and select the desired option from the drop-down list.

Step 4: Select Format Page Numbers from the Page Number drop down list to
open the Page Number Format dialog box.
Step 5: Select the Number Format from the drop-down list.

Step 6: Select Start at and enter the starting page number for this section.
Step 7: Select OK.

Step 8: Make sure there is a section break at the end of the current section. Move
to the next sections footer. If the Link to Previous option is active (in the
Navigation group), select it to turn it off. You may need to unlink each section
separately.

Step 9: Select Format Page Numbers from the Page Number drop down list to
open the Page Number Format dialog box for this section.

Step 10: Choose the Number format and the Page numbering start location for
this and select OK to apply the formatting to this sections page numbering.

Using Multiple Page Formats in a Document To add a landscape


section to a document that is portrait oriented, use the following
procedure.
Step 1: Create a section break at the end of the document.

Step 2: Select the Layout tab on the Ribbon.

Step 3: Select the Breaks expanded menu option.

Step 4: Select Next Page.

Step 5: Making sure that the cursor is located AFTER the section break, open the
Layout dialog box by selecting the small square in the Page Setup group of the
Layout tab on the Ribbon.

Step 6: On the Margins tab, select Landscape as the orientation.


Step 7: In the Apply To list at the bottom, make sure that This Section is selected
from the drop-down list.

Step 8: Select OK.

The new section has a different page orientation.

Using Different Headers and Footers in a Document To use different


headers and footers using sections, use the following procedure.
Step 1: Double-click in the header area of the first section to open the Header &
Footer Tools Design tab on the Ribbon.

Step 2: In this example, the Title Page should not have headers or footers, so
well check the Different First Page box. Select Go to Footer and check the
Different First Page box for it.

Step 3: If the Link to Previous option is active (in the Navigation group), select it
to turn it off. It is highlighted if it is active. The Link to Previous option makes
the active header or footer the same as the previous sections header or footer.
Youll need to unlink headers and footers separately.

Step 4: Make sure there is a section break at the end of the current section. Move
to the next sections header or footer. If the Link to Previous option is active (in
the Navigation group), select it to turn it off. You may need to unlink each
section separately.

Step 5: Enter the header and/or footer information that is different from the
previous section.

Linking and Breaking Links for Text Boxes Use the following
procedure to link text boxes.
Step 1: Scroll to the text box on the page.

Step 2: Click the text box to select it and open the Text Box Tools.
Step 3: Select the Format tab on the Text Box Tools Ribbon.

Step 4: Select Create Link.

Notice how the cursor changes to a pitcher. This indicates that you are creating a
text box link, and there is text to flow to an empty text box.

Step 5: Click on the empty text box where you want the text to flow. Notice how
the cursor changes to a pouring pitcher when you mouse over an empty text box.

Step 6: The text boxes are now linked. Extra text from the first text box flows
into the second text box.

To break a link, return to the first text box. When you select the text box, the
Break Link option becomes available.


Chapter 25

MANAGING VERSIONS AND


TRACKING DOCUMENTS

Word 2016 has some great features to help you work with your documents. If
you need to go back to an earlier version, you can use the auto save feature to
help you restore an earlier version. This module explains how to configure your
auto save settings so that previous versions of your documents will be available.
It also explains how to review, compare, and restore previous versions. Youll
also learn how to work with tracked comments and changes from multiple
authors. First, youll learn how to combine the changes and comments into one
document. Then, you can use that compilation to review all the comments at one
time.

Merging Different Versions of a Document


To configure the auto-save settings, use the following procedure.

Step 1: Select the File tab from the Ribbon to display the Backstage view.

Step 2: Select Options.

Step 3: In the Word Options dialog box, select the Save tab.
Step 4: Check the Save AutoRecover information every __ minutes box to
enable the auto save feature.

Step 5: Enter a number of minutes in between auto saves in the box, or you can
use the up and down arrows to adjust the number of minutes.

Step 6: Select OK.

To view the Versions on the Backstage view, select the File tab on the Ribbon.
Make sure that the Info tab on the Backstage view is selected.

You can click on a version to open it as a separate file. A message appears at the
top of the file that indicates it is an AutoSaved version.
Select Compare to open a new file with changes marked between the version
you selected and the original file you have open.

Select Restore to return the selected version to the original file you have open.

To recover an unsaved document, use the following procedure.

Step 1: Select the File tab from the Ribbon to display the Backstage view.

Step 2: Select Manage Document on the Info menu, and then select Recover
Unsaved Documents.

Step 3: In the Open dialog box, any auto-saved files that can be recovered are
shown in the default location. Select the one you want to recover and select
Open.
Tracking Comments in a Combined Document
To merge comments and changes from several documents into one document,
use the following procedure.

Step 1: The file where you want to combine your changes should be open.

Step 2: Select the Review tab from the Ribbon.

Step 3: Select the Compare expanded menu and then select Combine from the
drop-down list.

Step 4: In the Original document area, select the name of the document where
you want to combine the changes from multiple sources. If it isnt open, select
the folder to open the file.

Step 5: Make sure that any changes in this document are marked with a name or
initials by entering the desired Label.

Step 6: Under Revised document, select the name of the document where the
changes are from the drop-down list (if the file is open). Otherwise, select the
folder to open the file.

Step 7: Make sure that any changes in this document are marked with a name or
initials by entering the desired Label.

Step 8: If you need to switch the documents (you have the document with
revisions as the original), select the double arrow icon.

Step 9: Select More to see all the Comparison Settings.

Step 10: Check the boxes to indicate which items to include in the comparison.
Step 11: Indicate whether you want to show changes at the Character or Word
level. For example, if the word cat is changes to cats, Word shows the entire
word changed instead of just the letter s by default.

Step 12: Indicate whether to show the changes in the original document, the
revised document, or a new document.

Step 13: Select OK.

Step 14: For multiple authors, repeat steps 1-13 until you have merged all the
changes into a single document.

Reviewing Comments in a Combined Document


To review the comments in the combined documents, use the following
procedure.

Step 1: In the document where the comments have been combined, select the
Review tab from the Ribbon.

Step 2: Select Reviewing Pane. Select Reviewing Pane Vertical to see the
comments on the left side of the Word window. Select Reviewing Pane
Horizontal to see the comments on the bottom of the Word window.

Step 3: The Revisions pane color codes the comments, with the name or initials
of the author on the right side of the comment/change heading. Each change or
comment is marked with the type of change requested, such as Deleted, Inserted,
or Comment. You can make edits right in the Revisions pane.

Step 4: You can also see the comments in bubbles on the right side of the Word
window. Remember that you can respond to comments right in the Comments
window.


Chapter 26

USING CROSS REFERENCES

In this chapter, youll learn how to use cross references to guide your reader to
other information in your document. First, well learn about the different types
of cross references. Then, youll learn how to insert a bookmark to use as a cross
reference. This module explains how to insert a cross reference to a bookmark or
to heading text. Youll also learn how to update a cross reference. Finally, well
look at some advanced tools to use in formatting your cross references.

Types of Cross References


Discuss the different types of cross references.

Numbered items references a selected paragraph number.

Headings references a selected paragraph formatted with a heading style.

Bookmarks references a bookmark location you have inserted into the


document.

Footnotes references a selected footnote.

Endnotes references a selected endnote.

Equations references a selected equation.

Figures references a selected figure.


Tables references a selected table.

Inserting a Bookmark
To insert a bookmark, use the following procedure.

Step 1: Place your cursor in the location where you want to insert the bookmark.

Step 2: Select the Insert tab from the Ribbon.

Step 3: Select Bookmark.

Step 4: In the Bookmark dialog box, enter a Bookmark Name for your location.
This name will help you find this location later.

Step 5: Select Add.


Inserting a Cross Reference To insert a cross reference, use the
following procedure.
Step 1: Place your cursor in the location where you want to insert the cross
reference.

Step 2: Select the Insert tab from the Ribbon.

Step 3: Select Cross-reference.

Step 4: In the Cross-reference dialog box, select the Reference type from the
drop-down list. In this example, well choose the Bookmark we created in the
previous lesson.
Step 5: Select the bookmark you want to use from the for which bookmark list.

Step 6: Select the type of information you want to reference from the Insert
reference to drop down list. In this case, we want to use the page number.

Step 7: Select Insert.

To insert a cross reference that includes heading text, use the following
procedure.

Step 1: Place your cursor in the location where you want to insert the cross
reference.

Step 2: Select the Insert tab from the Ribbon.

Step 3: Select Cross-reference.

Step 4: In the Cross-reference dialog box, select the Reference type from the
drop-down list. In this example, well choose a heading.

Step 5: Select the heading you want to use from the for which Heading list.

Step 6: Select the type of information you want to reference from the Insert
reference to drop down list. In this case, we want to use the heading text.

Step 7: Select Insert.

Updating a Cross Reference To update a single cross reference, use


the following procedure.
Step 1: Right-click the cross-reference text. The cross-reference text will be
highlighted in gray when you select it or right-click on it.

Step 2: Select Update Field from the context menu.


To update all fields in a document at once, use the following procedure.

Step 1: Press Ctrl + A to select all text in the document.

Step 2: Press F9.

Step 3: If the document has a Table of Contents or other special types of fields,
you may get a confirmation message to clarify how you want to update the
fields.

Note that using this method does not update fields in the header or footer. You
will need to select cross references placed there separately.

Formatting Cross References Using Fields Right-click a field and


select Edit Field from the context menu to open the Fields dialog.
Review the Field dialog box.

The current Field Name is selected with the Field properties, such as the location
it references. The Field options include additional ways you can control the field,
including:

Number separator

Include and increment reference numbers


Hyperlink to paragraph

Paragraph # from marked paragraph

Relative position of paragraph

# of paragraph in relative context

Suppress all non-delimiter chars

Paragraph # in full context

Preserve formatting during updates

The Format drop down list allows you to control the case of the reference.

The Field Options are different, depending on what type of field you are editing.

Select Field Codes to open the Advanced field properties area where you can
edit the actual coding.

Select Options to see the switches.


The General Switches tab includes the same case formatting options youve seen
previously. When you select an option, you can see the description at the bottom.
Select Add to Field to include the switch with the field code.

The Field Specific Switches tab includes additional options, based on what type
of field you have selected. When you select an option, you can see the
description at the bottom. Select Add to Field to include the switch with the field
code.
Select OK to close the Field Options dialog box.


Chapter 27

CREATING MAIL MERGES AND


LABELS

This chapter explains how to use mail merges to create customized letters,
emails and labels. Youll learn how to create a mail merge with an external data
source. Then youll learn how to create a custom merge by entering a new list of
data for barcodes. This module also explains how to create return address labels
using the Labels option. Finally, youll learn about using Avery Label Templates.

Creating a Mail Merge


To create a mail merge, use the following procedure.

Step 1: Open the document that contains the letter you want to personalize in a
mail merge.

Step 2: Select the Mailings tab from the Ribbon.

Step 3: Select Start Mail Merge. Select Step by Step Mail Merge Wizard from
the drop-down list.
Step 4: The Mail Merge pane opens on the right side of the screen.

Step 5: Indicate the Document Type you want to use. In this example, well keep
Letter selected. Note that you can create emails, envelopes, letters, or a directory.
Step 6: Select Next at the bottom of the Mail Merge pane.

Step 7: Indicate which Starting Document you want to use. In this example,
well use the Current Document.

Step 8: Select Next.

Step 9: Select the Recipients. In this example, well use an existing Excel file.
Step 10: Select Browse to open the file.

Step 11: Select the location of the file and select Open.

Step 12: Select Table and then select Ok.


Step 13: The Mail Merge Recipients window opens, so that you can see how
Word imported the columns. You can select or unselect items. You can also sort,
filter, find and validate information. Select OK.

Step 14: Select Next.

Step 15: The Write Your Letter step on the wizard allows you to add the
personalized details to your letter. Place your cursor in the location on the letter
where you want the address to appear. Select Address Block to add the contacts
address block to the letter.
Step 16: The Insert Address Block dialog box appears. You can specify address
elements and preview what those details will look like. Select OK when you
have finished.

Step 17: Word enters a placeholder for the Address Block.

Step 18: Now lets add a personalized greeting. Move your cursor to the location
where you want the greeting. Select Greeting Line from the Mail Merge pane.

Step 19: The Insert Greeting Line dialog box appears. You can specify the
formats and preview what those details will look like. Select OK when you have
finished.

Step 20: Now select Next to preview the results. Notice the Tools in the Mailings
ribbon to help you navigate through the list. You also can navigate using the
Mail Merge pane.

Step 21: Select Next.

Step 22: Select Print to print your letters.

Step 23: The Merge to Printer dialog box allows you to select All, the Current
record, or a page range. Select OK.

Step 24: The Print dialog allows you to control the printing options. Select OK
when you are ready to print.

Note: The Print dialog pulls from the printer driver installed on your computer.
This screen will vary based on this driver.

Creating Return Address Labels


To store their return addresses and introduce the Envelopes option, use the
following procedure.

Step 1: Select the Mailings tab from the Ribbon.

Step 2: Select Envelopes.

Step 3: In the Return Address area, enter your return address.

Step 4: Select Add to Document.


When Word prompts you to save the default return address, select Yes.

To create a sheet of return address labels, use the following procedure.

Step 1: Select the Mailings tab from the Ribbon.

Step 2: Select Labels.

Step 3: Check the Use Return Address box to display the return address you
have previously saved (or if you want to enter a new address and save it as the
default return address). You can also just enter the address you want to use in the
Address box. You can also choose the Address Book icon to select an address
from Outlook.
Step 4: To create a sheet of return address labels, make sure that Full page of the
same label is selected.

Step 5: Select Options to choose the type of label you are using. In the Label
Options dialog box, select the Printer Information, the Label Vendor, and the
Product Number.
Step 6: You can also customize label dimensions or create your own by selecting
Details or New Label. You can enter new measurements in any of the margin or
dimension fields. Select OK when you have finished.
Step 7: Select OK to close the Label Options dialog box.

Step 8: In the Envelopes and Labels dialog box, you can select either Print to
send the plain labels directly to the printer, or you can select New Document to
create a document with the appropriate dimensions and information.

If you select a New Document, you can format the labels as desired with font
changes or even add small images or other embellishments.


Chapter 28

WORKING WITH MASTER


DOCUMENTS

Master documents allow you to keep track of a few related documents and
combine them in a single place to control page numbering, printing, and other
activities. In this module, youll learn how to create a master document and
create subdocuments. Youll also learn how to insert a subdocument. Then well
cover how to work with subdocuments, including expanding and collapsing the
subdocuments in the master document, unlinking a subdocument, and merging
and splitting subdocuments. Finally, well look at how to lock a master
document so that changes are not saved in the subdocuments accidentally.

Creating a Master Document


To create a master document, use the following procedure.

Step 1: Start with a blank document.

Step 2: Select the View tab from the Ribbon.

Step 3: Select Outline.


Now you are ready to work with your master document.

Creating Subdocuments
To create subdocuments in a master document, use the following procedure.

Step 1: On the Outlining tab of the Ribbon, select Show Document to show the
tools for working with subdocuments.

Step 2: Enter some simple headings in your outline view of the sample
document, such as:

Chapter 1
Heading 1

Heading 2
Chapter 2
Heading 1

Heading 2

Step 3: Highlight all the text.

Step 4: Select Create from the Outlining tab on the Ribbon.

Step 5: Each Chapter becomes its own subdocument. Each subdocument is


surrounded by a box and separated by a section break in the master document.

When you save the master document, each subdocument is saved as its own file.
The files are named with the text of the heading used at level one for each
subdocument.
Note that when you make changes to the text from the master document, those
changes are also saved in the affected subdocument file.

Inserting a Subdocument
To insert a subdocument, use the following procedure.

Step 1: On the Outlining tab of the Ribbon, select Show Document to show the
tools for working with subdocuments.

Step 2: Select Insert.

Step 3: In the Insert Subdocument dialog box, navigate to the location of the file
you want to use as a subdocument. Highlight it and select Open.
Step 4: If the master document and the subdocument use different templates, you
will get a warning message. Select OK. Or if they should use the same template,
then you will need to go back and use the appropriate template when creating
your master document.

Step 5: If the master document and the subdocument use different templates, and
they include styles with the same name, but different formatting, you will get an
additional warning message. Select Yes to All to rename the styles, or No to All
to keep the same names, which will help with reformatting if you are applying a
new template.

The subdocument is inserted. Notice that there is a section break automatically


inserted at the end of the subdocument.
Expanding and Collapsing Subdocuments To collapse or expand the
subdocuments in the master document, use the following procedure.
Step 1: With the text of the subdocuments showing, select Collapse
Subdocuments from the Outlining tab on the Ribbon.

The collapsed view shows the document reference instead of the contents.

Step 2: With the text of the subdocuments collapsed, select Expand


Subdocuments from the Outlining tab on the Ribbon to see the text again.
Merging and Splitting Subdocuments
To merge subdocuments, use the following procedure.

Step 1: Select the subdocuments in your master document that you want to
merge. Notice the small square in the top of each subdocument box. If you click
there, it will select the entire subdocument. Hold down the SHIFT or CTRL key
to select multiple subdocuments.

Step 2: Select Merge from the Outlining tab on the Ribbon.

Step 3: Notice that the subdocument icon has been removed from the second
subdocument. When you save the master document, the affected subdocuments
are also saved.

To split subdocuments, use the following procedure.

Step 1: Select the text in your master document that you want to split from its
subdocument into a different subdocument.

Step 2: Select Split from the Outlining tab on the Ribbon.

Step 3: Word creates a new subdocument based on the highest-level heading of


the text you selected.

Unlinking a Subdocument
To unlink a subdocument from a master document, use the following procedure.

Step 1: Select the subdocument that you want to unlink from the master
document. Use the little icon at the top left of the subdocument to easily select
the whole subdocument.

Step 2: Select Unlink from the Outlining tab on the Ribbon.

Locking a Master Document


To lock a master document, use the following procedure.

Step 1: Select Lock Document from the Outlining tab on the Ribbon.

Step 2: Notice the lock icon shown with each subdocument icon.

Step 3: To unlock the subdocuments, select Lock Document again.


Chapter 29

WORKING WITH MACROS

Macros allow you to automate frequently used tasks. You can use macros to
speed up routine editing and formatting or combine multiple commands. You can
even use a macro to make an option in a dialog box more accessible. This
module focuses on learning how to record a macro and how to run a macro.
Well also cover how to apply macro security. Finally, well learn how to assign
a macro you have recorded to a command button so that it is available from the
Ribbon.

Recording a Macro
To record a macro, use the following procedure.

Step 1: Select the View tab from the Ribbon.

Step 2: Select Macros.

Step 3: Select Record Macro.


The Record Macro dialog box is displayed.

Step 4: Enter a Name for your macro. The name cannot contain spaces.

Step 5: Select the location where you would like to Store your macro from the
drop-down list.

Step 6: If desired, enter a Description of what your macro accomplishes.

Step 7: Select OK.

From this point, every keystroke or command that you perform is recorded.
Keep that in mind, so you dont accidentally record things that you dont want
performed repetitively. You can type text, perform formatting or insert things
like pictures or tables. Just about anything you can do in Word can be recorded
in a macro.

Your cursor changes to an icon that looks like a cassette tapea relic from the
first days of macros in previous versions of Word.

Step 8: For this example, insert a table and apply formatting.

Step 9: When you have finished recording your actions, select the View tab from
the Ribbon again. Select Macros. Select Stop Recording.

Note that you can also Pause Recording to correct something that you dont want
as part of your macro, then Resume Recording when you are ready.

Running a Macro
To run a macro, use the following procedure.

Step 1: Select the View tab from the Ribbon.


Step 2: Select Macros.

Step 3: Select View Macros.

Step 4: In the Macros dialog box, select the Macro that you want to run. You can
see the Description at the bottom to make sure its the right one.

Step 5: Select Run.

Remember that a macro is a series of commands performed separately in the


recording, though you get the result almost instantaneously. That means that
when you select Undo, it only applies to the last command the macro performed.
Applying Macro Security To change the macro security, use the
following procedure.
Step 1: Select the File tab to open the Backstage view.

Step 2: Select Options.

Step 3: In the Word Options dialog box, select Trust Center.

Step 4: Select Trust Center Settings.

Step 5: In the Macro settings area, select the setting you want to use.
Step 6: Select OK.

Assigning a Macro to a Command Button or Shortcut Key To assign a


new macro to a command key, use the following procedure.
Step 1: Select the View tab from the Ribbon.

Step 2: Select Macros.

Step 3: Select Record Macro.

The Record Macro dialog box is displayed.

Step 1: Enter a Name for your macro. The name cannot contain spaces.

Step 2: Enter a Description for your macro, if desired.

Step 3: Select Button.

Word opens the Word Options dialog box, open to the Quick Access Toolbar tab.
Your Macro is shown in the left list, you can add it to the Quick Access Toolbar
by highlighting the macro and selecting Add. To change the icon or name, select
Modify.
Step 1: Select an icon from the list of Symbols.

Step 2: Enter a new Display name if desired.

Step 3: Select OK.

Now you are recording your macro, as previously learned. Notice the icon you
selected in the Quick Access Toolbar.

You can also add the macro to a button on the Ribbon.

Step 1: With the Word Options dialog box open (as in the procedure above),
select Customize Ribbon.
Step 2: Select Macros from the Choose Commands from drop down list.

Your Macros are shown in the left list. You must add a custom group where you
will place the button for your macro.

Step 1: Select New Group.

Step 2: Select Rename.

Step 3: Enter a new Display name.

Step 4: Select OK.

Now add the macro to the group. Select it in the list on the left and make sure
you have your custom group selected on the right.

Step 1: Select Add.

Step 2: Select Rename.

Step 3: Select an icon for the macro from the list of Symbols.

Step 4: Select OK.

To assign a new macro to a keyboard shortcut, use the following procedure.

Step 1: Select the View tab from the Ribbon.

Step 2: Select Macros.

Step 3: Select Record Macro.

The Record Macro dialog box is displayed.

Step 4: Enter a Name for your macro. The name cannot contain spaces.

Step 5: Enter a Description for your macro, if desired.

Step 6: Select Keyboard.

The Customize Keyboard dialog box is displayed.


Step 7: In the Press new shortcut key field, press the keys you would like to use
for running your macro. If that key is already assigned, it will show the
command that key combination is currently used for. You can overwrite a
previous association or choose a different key combination. Keys that are
pressed at the same time will show a plus sign between them. Keys that are
pressed in sequence will show a comma between them.

Step 8: Select Close.

Continue recording your macro.

To run the macro, youll only need to press the shortcut key combination you
selected.


Chapter 30

WORKING WITH FORMS

In this chapter, youll learn about forms, where you can make it easy for users to
enter specific data without changing the look or spacing of your document. In
the first lesson, youll learn about the Developer tab and creating a form from a
template. Then, youll learn about the form controls, which allow you to add
different types of controlled content. This module also explains how to lock a
form and add or remove fields. Finally, youll learn how to insert data from a
database onto a form.

Displaying the Developer Tab


The sample form has some areas where the user is asked to change or add
information. In the next lesson, well learn how to change these to content
controls.

To open the Developer tab, use the following procedure.

Step 1: Open the Options dialog box by selecting Options from the Backstage
View.

Step 2: Select the Customize Ribbon tab.


Step 3: Check the box next to Developer.

To review the Developer tab hover the mouse over the commands to see the
screen tips.

Using Form Controls


To add a text control to a template, use the following procedure.

Step 1: On the Developer tab of the Ribbon, select Design Mode.

Step 2: Place your cursor in the document template where you want to text
control to appear.
Step 3: Select Rich Text Content Control (to allow users to format their text) or
the Plain Text Content Control. Word inserts the content control on the document
template.

You can format the content control as needed.

Step 4: Make sure to turn off Design Mode when you have finished. Save your
changes to the template.

Have the students practice changing items in the sample form to content
controls, such as text boxes and check boxes. Turn off Design Mode and practice
filling out the form.

Locking and Unlocking a Form


To group the contents of the form, use the following procedure.

Step 1: Select all the text on the form by pressing Ctrl + A.

Step 2: Select Group from the Developer tab on the Ribbon.

Step 3: Select Group.


Only the Content Control areas can be changed now.

Step 4: Select Group again to remove the grouping.

Use the following procedure to review the Content Control properties.

Step 1: Select the text in a Content Control

Step 2: Select Properties.

Investigate the difference between checking each of the Locking option boxes.
Adding and Removing Fields
To add a field, use the following procedure.

Step 1: Select the Insert tab from the Ribbon.

Step 2: Select Quick Parts.

Step 3: Select Field.


Step 4: In the Field dialog box, select the field you want to enter. You can select
an option from the Categories drop down list to narrow down the options.

Step 5: Adjust the Field Properties and Field Options, depending on the field that
you selected.

Step 6: Select OK.

To remove the field, just select it and delete the text.

Linking a Form to a Database


To insert data from a database into a form, use the following procedure.
Step 1: Open the Options dialog box by selecting Options from the Backstage
View.

Step 2: Select the Customize Ribbon tab.

Step 3: In the Choose Commands From list, select Command Not in the Ribbon
from the drop-down list.

Step 4: Highlight Insert Database from the list.

Step 5: On the Customize the Ribbon list, select the Custom Group where you
want to include the command. See the previous module for information on
creating a custom group.

Step 6: Select OK.


Now, with the Insert Database command available, select it in the location of
your form where you want to include the database records.

Word displays the Database dialog box.

Step 1: Select Get Data.

Step 2: In the Select Data Source dialog box, navigate to the location of the
database you want to use. Highlight it and select Open.
Step 3: If your database contains more than one table, the Select Table dialog
box appears. Highlight the table you want to use and select OK.

Step 4: Select Insert Data in the Database dialog box to choose records to
include if you do not want to include all the records.

Step 5: The Insert Data dialog box appears. Select All or indicate the records that
you want to include. You can check the Insert Data as Field checkbox if desired.

Chapter 31

MICROSOFT WORD 2016 NEW


FEATURES

Add Links to Recent Files in Document When you create a new


document, you may want to include hyperlinks to other files you have
worked on recently.
Add a link to a recently used file

Step 1: Place the cursor at the location in the file where you want to insert the
link.

Step 2: Click the Insert ribbon.

Step 3: Click the drop-down arrow to the right of Link.

Step 4: Choose and click a file from the list. If you do not see the file you want
to insert, click Insert Link at the bottom of the gallery and then navigate to the
file you want to insert.

Ease of Access Options


New accessibility options are available in the Microsoft Office 2016 Suite of
applications. You can set Feedback options, application display options,
automatic alternative text, and document display options. Accessibility options
help those with disabilities.

Icon Library
You can add visual impact to a document by inserting icons. You can choose for
over 500 icons related to various topics.

Step 1: Click the Insert tab of the Ribbon.

Step 2: Click Icons in the Illustrations menu.

Step 3: Click the category you are looking for and then select the desired icon.

Step 4: Click Insert.

Improved Office Sounds


Sound effects can provide audio cues which can enhance productivity in
Microsoft Word. A cue sound may tell you if the options on the screen change or
can confirm an action has been completed. This improves accessibility in the
applications.

Turn Sound Effects Off or On

Making changes to Provide Feedback with Sound in Word 2016 will change the
settings in all the Microsoft Office programs.

Step 1: Click the File tab of the Ribbon.

Step 2: Click Options.

Step 3: Click the Ease of Access menu.

Step 4: Select or clear the checkbox next to Provide feedback with Sound. You
can also adjust the sound theme from the Sound theme drop down menu.

New Draw Ribbon


New versions of office give you the option to draw freehand notations or shapes,
and gives you the ability to highlight text on the new Draw ribbon. This ribbon
includes the following tools:

Eraser to erase any items you add to the page.


Pens used to write or highlight
Ink to shape to draw a shape and then have the shape snap to the diagram and
fill with the pen color
Ink to Math to insert math equations into the document. It can also open the
equation editor.

The new tools give you the option to draw with a digital pen, your finger, or a
mouse. If your device is touch enabled, this ribbon is on by default. If the device
is not touch enabled, you will need to turn on the ribbon in the Options menu.

Step 1: Go to the File ribbon and click Options.

Step 2: Select Customize Ribbon.

Step 3: Add a check mark next to the check box labeled Draw in the box on the
right side of the dialog box.

Write, draw, or highlight text

The pen is portable and customizable. You define the pens they are then
available in Microsoft Word, Microsoft Excel, and Microsoft PowerPoint.

Step 1: Tap a pen or highlighter on the Draw ribbon.

Step 2: Open the pen menu to set the Thickness and Color options for the pen.
Select the preferred color and size.

Five predefined pen thicknesses from .25 mm to 3.5 mm. Select a thickness or
use the minus or plus sign to make the pen thinner or thicker.
Sixteen solid colors are available on the menu,
Tap More Colors to see more options for colors

Step 3: Write or draw on the touch screen. Once you draw an ink shape, it
behaves like a shape you are used to working with in Office. You can select the
shape, move or copy it, change its color, and pivot its position.

Step 4: Select Stop Inking on the Draw tab to stop inking.

Erase ink
Step 1: Click the Draw ribbon select the Eraser in the Tools menu.

Step 2: Drag the eraser over the ink you want to remove with your pen, mouse,
or finger.

LaTeX Math Equation Syntax Added Insert Built-in Equation

Step 1: Click the Insert tab on the Ribbon.

Step 2: Click the Equation expanded menu.


Step 3: Choose the equation you want to insert from the gallery. After the
equation is inserted, the Design tab of the Equation Tools will be activated. This
toolset has the symbols and structures that can be added to the equation.

When the Equation Tools ribbon is activated, you will be able to select LaTeX in
the conversions menu.
Ink to Math Convert

On touch and pen enabled devices you can write equations using a stylus,
mouse, or your finger.

Step 1: Click the Draw ribbon.

Step 2: Click Ink to Math in the convert menu.

Step 3: Use a stylus, mouse, or your finger to write the equation.


Step 4: Click Insert when you are done writing the equation.

Learning Tools

Learning Tools help you improve your ability to pronounce words correctly
thereby boosting your reading skills. You do this by improving your ability to
pronounce words correct (decoding), your ability to read quickly and accurately
(fluency), and the ability to understand what you read (comprehension).

Learning Tools in Word 2016 provides the following tools: Read Aloud - lets
you hear your document in the default speech language of the computer, while
simultaneously highlighting each word in the document.

Syllables Command shows you breaks between syllables of words.

Text Spacing increases the spacing between words, characters, and lines,
improving scan ability of the content.

Column Width is used to change the width of a line length.

Page color can be set to sepia (print feel), inverse (white text on black
background), or None Access Learning Tools

Step 1: Click the View tab in the Ribbon.

Step 2: Click Learning Tools in the Immersive menu.


Step 3: Word 2016 will switch to the Web Layout view when the Learning Tools
ribbon is opened.

You can make the following changes using the Learning Tools ribbon.

Column width changes the width of the line length to one of four options: very
narrow, narrow, moderate, or wide.

Page color Changes the page color to one of the following options: sepia (print
feel pale yellow page), inverse (white text with a black background), or none.

Text Spacing changes the amount of space between letters, words, and
paragraphs.

Syllables shows the breaks between syllables in words in the content. In


editing mode, you can make edits and the syllables will appear as you type.

Read Aloud you can hear the document read aloud while each word is
simultaneously highlighted. If you type while Read Aloud mode is engaged, the
narration will pause while you make edits and then resume when the edits have
been completed.

Read-Aloud

This feature allows the text to be read aloud while simultaneously highlighting
the words in the document.
Step 1: Click the Review tab.

Step 2: Select Read Aloud in the Speech menu.

Use the following buttons that appear in the top right corner of the screen to
control the reading.

Play/Pause icon Starts and Stops the narration.

Next - The narrator skips the current sentence and starts reading from the next
paragraph.

Previous - The narrator skips the current sentence and start reading from the
previous paragraph.

Settings menu - Change the reading speed and the voice Close - Stops the
narration and exits the Read Aloud mode Narration starts reading from the
position of the cursor in Word's editing views or the top of the page in Word's
Read Mode by default. If you have selected a word, it will start reading from the
selected word. Select a block of text before starting Read Aloud to will limit the
narrator to only that selection.

Read Aloud Keyboard Shortcuts

To do this Press

Start/Exit Read Aloud CTRL+ALT+SPACE

Pause Read Aloud CTRL+SPACE

Increase reading speed ALT+RIGHT

Decrease reading speed ALT+LEFT

Read previous paragraph CTRL+RIGHT

Read next paragraph CTRL+LEFT

Learning Tools in Read Mode

Learning Tools in Read Mode can be used only while reading a document.
Step 1: Click the View tab from the ribbon.

Step 2: Click Read Mode in the Views group.

Or click Read Mode in the status bar.

Step 3: Do any or all the following from the View menu while in Read Mode.
View a Page Side by Side
If you would like to read through a document more like a book, instead of using
the continuous scrolling.

Step 1: Click the View tab of the Ribbon.

Step 2: Click Side to Side in the Page Movement menu.

While looking at side by side view, a zoom menu will activate enabling you to
look at the pages as thumbnails. Use thumbnails to quickly navigate through the
document.
You also have shortcuts for getting to thumbnails which are available when the
side by side option is selected. Use CTRL + the mouse wheel or on a
touchscreen pinch to zoom out to thumbnails.

Tell Me
Instead of searching the online help or in Word, you can use the Tell Me feature
to look for the solution you need. Click in the tell me what you want to do area
and type your request.


Chapter 32

MICROSOFT WORD 2016


SHORTCUTS

Create and Edit Document


To Do This Press

Insert endnote ALT + CTRL + D

Insert footnote ALT + CTRL + F

Switch to print preview ALT + CTRL + I

Go to end of window ALT + CTRL + Page Down

Go to top of window ALT + CTRL + Page Up


Split document window ALT + CTRL + S

Switch between last four


ALT + CTRL + Z
places you have edited

Go back 1 page ALT + Left Arrow

Go to "Tell me what you


want to do" and Smart ALT + Q
Lookup

Insert comment (in Revision


ALT + R, C
task pane)

Select Spelling & Grammar ALT + R, S

ALT + R, then Down Arrow


Select Review tab on ribbon to move to commands on this
tab.

Go forward 1 page ALT + Right Arrow


Go to previous footnote ALT + SHIFT + <

Go to next footnote ALT + SHIFT + >

Close Reviewing Pane if


ALT + SHIFT + C
open

Remove document window ALT + SHIFT + C or ALT +


split CTRL + S

Mark a table of authorities


ALT + SHIFT + I
entry (citation)

Mark a table of contents


ALT + SHIFT + O
entry

Mark an index entry ALT + SHIFT + X

Move around preview page


Arrow keys
when zoomed in

1 paragraph down CTRL + Down Arrow


Move to last preview page
CTRL + End
when zoomed out

Go to end of document CTRL + End

Open search box in


CTRL + F
Navigation task pane

Go to a page, bookmark,
footnote, table, comment, CTRL + G
graphic, or other location

Replace text, specific


CTRL + H
formatting, and special items

Move to first preview page


CTRL + Home
when zoomed out

Go to beginning of document CTRL + Home

Insert hyperlink CTRL + K


Move 1 word to left CTRL + Left Arrow

Create new document CTRL + N

Open document CTRL + O

Print document CTRL + P

Go to top of next page CTRL + Page Down

Go to top of previous page CTRL + Page Up

Move 1 word to right CTRL + Right Arrow

Save document CTRL + S

Turn change tracking on or


CTRL + SHIFT + E
off

Move 1 paragraph up CTRL + Up Arrow


Close document CTRL + W

Move down 1 line Down Arrow

Move to end of line End

Refresh F9

Move to beginning of line Home

Move 1 character to left Left Arrow

Down 1 screen (scrolling) Page Down

Up 1 screen (scrolling) Page Up

Move by 1 preview page


Page Up or Page Down
when zoomed out
Move 1 character to right Right Arrow

Go to a previous revision SHIFT + F5

Move 1 cell to the left (in a


SHIFT + Tab
table)

Move 1 cell to the right (in a


Tab
table)

Move up 1 line Up Arrow

Edit and Move Text & Graphics

To Do This Press

Extend a selection to end of ALT + CTRL + SHIFT + Page


window. Down

Create new building block ALT + F3


Copy header or footer used
in previous section of a ALT + SHIFT + R
document

Delete 1 character to the left Backspace

Select All CTRL + A

Delete 1 word to the left CTRL + Backspace

Copy selected text or


CTRL + C
graphics to Clipboard

Delete 1 word to right CTRL + Delete

Cut to the Spike (Spike is a


feature that allows you to
collect groups of text from CTRL + F3
different locations and paste
them in another location)

Extend a selection to end of a


CTRL + SHIFT + Down Arrow
paragraph
Extend a selection to end of a CTRL + SHIFT + End
document

Paste (Insert) Spike contents CTRL + SHIFT + F3

CTRL + SHIFT + F8, and then


Select vertical block of text use the arrow keys; press Esc to
cancel selection mode

Extend selection to
CTRL + SHIFT + Home
beginning of a document

Extend selection to
CTRL + SHIFT + Left Arrow
beginning of a word

Extend selection to end of a


CTRL + SHIFT + Right Arrow
word

Extend selection to
CTRL + SHIFT + Up Arrow
beginning of a paragraph

Paste most recent addition or


pasted item from Office CTRL + V
Clipboard

Cut selected text or graphics


CTRL + X
to Office Clipboard

Undo last action CTRL + Z

Delete 1 character to right Delete

Turn extend mode off Esc

F2 (then move the cursor and


Move text or graphics once
press Enter)

Turn extend mode on F8

F8 (press once to select a word,


Increase size of a selection twice to select a sentence, and
so on)

F8, and then press Left Arrow


Select nearest character
or Right Arrow
Extend selection to a specific F8+arrow keys; press Esc to
location in a document cancel selection mode

Press ALT + H to move to the


Open Office Clipboard
Home tab, and then press F,O.

Select Text SHIFT + Arrow Keys

Extend selection 1 line down SHIFT + Down Arrow

Extend selection to end of a


SHIFT + End
line

When a building block is


selected, display the SHIFT + F10
associated shortcut menu

SHIFT + F2 (then move the


Copy text or graphics once
cursor and press Enter)

Reduce size of selection SHIFT + F8


Extend selection to
beginning of a line SHIFT + Home

Extend a selection 1
SHIFT + Left Arrow
character to left

Extend a selection 1 screen


SHIFT + Page Down
down

Extend a selection 1 screen


SHIFT + Page Up
up

Extend a selection 1
SHIFT + Right Arrow
character to right

Extend selection 1 line up SHIFT + Up Arrow

Edit and Move Through Tables

To Do This Press
Select entire table ALT + 5 on the numeric
keypad (with Num Lock
off)

Move to last cell in


ALT + End
row

Move to first cell in


ALT + Home
row

Move to last cell in


ALT + Page Down
column

Move to first cell in


ALT + Page Up
column

ALT + SHIFT + Down


Move 1 row down
Arrow
Move 1 row up ALT + SHIFT + Up
Arrow

CTRL + SHIFT + F8,


Extend a selection (or and then use the arrow
block). keys; press Esc to cancel
selection mode

Tab characters in a cell CTRL + Tab

Move to next row Down Arrow

Add new paragraphs in


Enter
a cell

Hold down Shift and


Extend selection to
press an arrow key
adjacent cells
repeatedly
Select preceding cell's SHIFT + Tab
contents or a previous
cell in a row

Select the next cell's


contents or next cell in Tab
a row

Move to previous row Up Arrow

Use arrow keys to move


to end of row, either first
cell (leftmost) in row or
to last cell (rightmost) in
row.

From first cell in row,


Select entire row
press SHIFT + ALT +
End to select row from
left to right.
From last cell in row,
press SHIFT + ALT +
Home to select row from
right to left.

Use arrow keys to move


to column's top or
bottom cell, and then do
one of the following:

Press SHIFT + ALT +


Select a column
Page Down to select
column from top to
bottom.
Press SHIFT + ALT +
Page Up to select column
from bottom to top.

Format Characters and Paragraphs


To Do This Press

Apply Heading 1 style ALT + CTRL + 1


Apply Heading 2 style. ALT + CTRL + 2

Apply Heading 3 style. ALT + CTRL + 3

Start AutoFormat ALT + CTRL + K

Open Styles task pane ALT + CTRL + SHIFT + S

CTRL + Space Bar + Arrow Key


Close Styles task pane
to Select Close

Decrease font size by 1 point CTRL + [

Increase font size by 1 point CTRL + ]

Add or remove 1 line space


CTRL + 0 (zero)
preceding a paragraph

Single-space lines CTRL + 1


Double-space lines CTRL + 2

Set 1.5-line spacing CTRL + 5

Apply Bold CTRL + B

Open Font dialog box to


change formatting of CTRL + D
characters

Toggle paragraph between


CTRL + E
centered and left-aligned

Apply subscript formatting


CTRL + Equal Sign
(automatic spacing)

Apply italic formatting CTRL + I

Switch a paragraph between


CTRL + J
justified and left-aligned

Left align a text or paragraph CTRL + L


Indent a paragraph from left CTRL + M

Remove paragraph
CTRL + Q
formatting

Switch a paragraph between


right-aligned and left- CTRL + R
aligned

Display nonprinting CTRL + SHIFT + * (asterisk on


characters numeric keypad does not work)

Decrease font size CTRL + SHIFT + <

Increase font size CTRL + SHIFT + >

Format all letters as capitals CTRL + SHIFT + A

Copy formatting CTRL + SHIFT + C

Double-underline text CTRL + SHIFT + D


Open Font dialog box to
CTRL + SHIFT + F
change font

Apply hidden text


CTRL + SHIFT + H
formatting

Format letters as small


CTRL + SHIFT + K
capitals

Remove a paragraph indent


CTRL + SHIFT + M
from left

Apply Normal style CTRL + SHIFT + N

Apply superscript formatting


CTRL + SHIFT + Plus Sign
(automatic spacing)

Change selection to Symbol


CTRL + SHIFT + Q
font

Open Apply Styles task pane CTRL + SHIFT + S


Reduce hanging indent CTRL + SHIFT + T

Paste copied formatting CTRL + SHIFT + V

Underline words but not


CTRL + SHIFT + W
spaces

Remove manual character


CTRL + Spacebar
formatting

Create hanging indent CTRL + T

Apply an underline CTRL + U

Select Styles task pane F6

SHIFT + F1 (then click the text


Review text formatting with the formatting you want to
review)

Change case of letters SHIFT + F3


Function Key Reference

To Do This Press

Go to next field ALT + F1

Display Selection task pane. ALT + F10

Display Microsoft Visual


ALT + F11
Basic code

Exit Word ALT + F4

Restore program window


ALT + F5
size

Move from an open dialog


box back to document, for
ALT + F6
dialog boxes that support
this behavior
Find next misspelling or ALT + F7
grammatical error

Run macro ALT + F8

Go to previous field ALT + SHIFT + F1

Display menu or message for


ALT + SHIFT + F10
available action

Choose Table of Contents


button in Table of Contents
ALT + SHIFT + F12
container when container is
active

Choose Save command ALT + SHIFT + F2

Display Microsoft System


CTRL + ALT + F1
Information

Choose the Open command CTRL + ALT + F2


Maximize document window CTRL + F10

Choose Open command CTRL + F12

Choose Print Preview


CTRL + F2
command

Close window CTRL + F4

Go to next window CTRL + F6

Choose Print command CTRL + SHIFT + F12

Edit bookmark CTRL + SHIFT + F5

Go to previous window CTRL + SHIFT + F6

CTRL + SHIFT + F8, and then


Extend a selection or block
press an arrow key

Get Help or visit Office.com F1


Show Key Tips F10

Choose Save As command F12

Move text or graphics F2

Repeat last action F4

Choose Go To command
F5
(Home tab)

Choose Spelling command


F7
(Review tab)

Start context-sensitive Help


SHIFT + F1
or reveal formatting

Choose Save command SHIFT + F12

Copy text SHIFT + F2


Repeat Find or Go To action SHIFT + F4

Go to previous pane or
SHIFT + F6
frame (after pressing F6)

Choose Thesaurus command


(Review tab, Proofing SHIFT + F7
group)

Insert & Edit Objects


To Do This Press

Open Insert an object dialog


Alt + N, J, J
box

Select object and create Down Arrow + Enter

Insert or browse to object in


CTRL+TAB, TAB, File Name
a file
(1) Cursor Right of Object +
Edit object SHIFT + Right Arrow
(2) Shift + F10
(3) Tab, Enter, Enter

(1) ATL + N + M
(2) Arrow keys to select graphic
type
Insert SmartArt graphics
(3) Tab, Arrow keys to select
graphic
(4) Enter

(1) Alt + N + W to select


WordArt
(2) Type text
Insert WordArt
(3) Esc to select, arrow keys to
move object
(4) Esc to return to document

Insert Characters & Special Characters


To Do This Press

Insert copyright symbol ALT + CTRL + C


Insert an em dash ALT + CTRL + Minus Sign (on
the numeric keypad)

Insert an ellipsis ALT + CTRL + Period

Insert registered trademark


ALT + CTRL + R
symbol

Insert the trademark symbol ALT + CTRL + T

Insert ANSI character for


specified ANSI (decimal)
character code. For example,
ALT + the character code (on
to insert the euro currency
the numeric keypad)
symbol, hold down Alt and
press 0128 on the numeric
keypad.

Find out Unicode character


ALT + X
code for selected character

Insert single closing CTRL + ' (single quotation


quotation mark mark), ' (single quotation mark)
Insert double closing CTRL + ' (single quotation
quotation marks mark), SHIFT + ' (single
quotation mark)

CTRL + ` (single quotation


Insert double opening
mark), SHIFT + ' (single
quotation marks
quotation mark)

Insert single opening CTRL + ` (single quotation


quotation mark mark)

Insert page break CTRL + Enter

Insert field CTRL + F9

Insert optional hyphen CTRL + Hyphen

CTRL + Minus Sign (on the


Insert an en dash
numeric keypad)

Insert column break CTRL + SHIFT + Enter


Insert nonbreaking hyphen CTRL + SHIFT + Hyphen

Insert nonbreaking space CTRL + SHIFT + Spacebar

Enter (after you type the first


few characters of the AutoText
Insert AutoText entry
entry name and when the
ScreenTip appears)

Insert line break SHIFT + Enter

Insert Unicode character for


the specified Unicode
The character code, ALT + X
(hexadecimal) character
code.

Mail Merge & Fields


To Do This Press

Edit mail-merge data


ALT + SHIFT + E
document
Insert merge field ALT + SHIFT + F

Preview mail merge ALT + SHIFT + K

Print merged document ALT + SHIFT + M

Merge document ALT + SHIFT + N

Move Around Ribbon


To Do This Press

Alt or F10. Use access keys or


Select active tab of ribbon
arrow keys to move to a
and activate access keys
different tab.

Open File ribbon to use


ALT + F
Backstage view

Open Design tab to use


ALT + G
themes, colors, and effects
Open Home tab to use
common formatting
ALT + H
commands, paragraph styles,
or the Find tool

Open Mailings tab to manage


Mail Merge tasks or to work ALT + M
with envelopes and labels

Open Insert tab to insert


tables, pictures and shapes, ALT + N
headers, or text boxes

Open Layout tab to work


with page margins, page
ALT + P
orientation, indentation, and
spacing

Open "Tell Me" box on


ALT + Q, then enter the search
ribbon to type a search term
term
for Help content

Open Review tab to use Spell


Check, set proofing
ALT + R
languages, or to track and
review changes to document

Open References tab to add a


table of contents, footnotes, ALT + S
or a table of citations

Open View tab to choose a


document view or mode,
ALT + W
such as Read Mode or
Outline view

Expand or collapse ribbon CTRL + F1

Move down, up, left, or right Down Arrow, Up Arrow, Left


among items on ribbon Arrow, or Right Arrow

Finish modifying a value in a


control on ribbon, and move Enter
focus back to document

Move focus to next pane F6

Display shortcut menu for


SHIFT + F10
selected item

Activate selected command


Spacebar or Enter
or control on ribbon

Move focus Forward to


Tab
commands on ribbon

Move focus backward to


SHIFT + Tab
each command on ribbon

Work with Documents In Different Views


To Do This Press

Switch to Draft view ALT + CTRL + N

Switch to Outline view ALT + CTRL + O

Switch to Print Layout view ALT + CTRL + P


Show all headings with
Heading 1 style ALT + SHIFT + 1

Expand or collapse all text or


ALT + SHIFT + A
headings

Move selected paragraphs


ALT + SHIFT + Down Arrow
down

Show first line of text or all


ALT + SHIFT + L
text

Promote a paragraph ALT + SHIFT + Left Arrow

Collapse text under a heading ALT + SHIFT + Minus Sign

Show all headings up to


ALT + SHIFT + n
Heading n

Expand text under a heading ALT + SHIFT + Plus Sign

Demote a paragraph ALT + SHIFT + Right Arrow


Move selected paragraphs up ALT + SHIFT + Up Arrow

Switch to Read Mode view ALT + W, F

Demote to body text CTRL + SHIFT + N

Insert a tab character CTRL + Tab

Go to end of document End

Work with Fields


To Do This Press

Insert a LISTNUM field ALT + CTRL + L

Switch between all field


ALT + F9
codes and their results
Insert a DATE field ALT + SHIFT + D

Run GOTOBUTTON or
MACROBUTTON from field ALT + SHIFT + F9
that displays field results

Insert a Page field ALT + SHIFT + P

Insert a TIME field ALT + SHIFT + T

Lock field CTRL + F11

Insert empty field CTRL + F9

Unlock field. CTRL + SHIFT + F11

Update linked information in


a Microsoft Word source CTRL + SHIFT + F7
document

Unlink field CTRL + SHIFT + F9


Go to next field F11

Update selected fields F9

Go to previous field SHIFT + F11

Switch between a selected


SHIFT + F9
field code and its result

Work with Language Bar


To Do This Press

Turn Japanese Input Method


Editor (IME) on 101 ALT + ~
keyboard on or off

Set default languages ALT + R, L

Open Set Proofing Language


ALT + R, U, L
dialog box
Turn Chinese Input Method
Editor (IME) on 101 CTRL + Spacebar
keyboard on or off

Review list of proofing


Down Arrow
languages

Turn Korean Input Method


Editor (IME) on 101 Right Alt
keyboard on or off

You might also like