Basic Formatting Techniques in Microsoft Word
What You Will Learn
After completing this lesson, you will be able to:
Other Chapters Related to Topics Covered in this Lesson
Additional Written (or Web) Resources
 |
Word for Law Firms and Lawyers
|
 |
Page Setup - Page Layout Dialog - Word 97 - Word 2010 |
 | How can I get a different header - footer on the second page in Microsoft Word?
Charles Kenyon. Includes tips and links on creating letterhead and
letter templates. |
 |
Using Headers and Footers by Suzanne Barnhill, MVP |
 |
What do the underlines mean? Microsoft Support |
 |
Show
Me the Function Keys! - a macro to get the Function Keys toolbar
to display. (part of . . .) |
 | Keyboard Shortcuts in Word (Word
97) (Word
2000)
(Word 2010 search help for "keyboard shortcuts) |
 | Beginner's
Guide to Professional Word Documents by Terry Farrell, MVP |
 | Word
for Word Perfect Users |
 | Changing the
default font by Charles Kenyon et al. |
 |
Basic concepts of Microsoft Word: An introduction by Shauna Kelly,
MVP
|
 |
How the Paste Options Button Works in Word 2002 & 2003
by Shauna Kelly, MVP. |
 |
How
to Control Page Numbering in Microsoft Word by Bill Coan,
MVP. Using Fields for Page Numbering - Much more Control than using Insert
=> Page Number |
 | Folio by Chapter or "I
want to include the chapter number with the page number in the Header
– how can I do this?" by John McGhie, Word MVP
|
 |
Setting
Tabs - by Suzanne Barnhill, MVP and Dave Rado, MVP |
 |
Ruler of All You Survey - Using the
Rulers - Word MVP FAQ
|
 |
The
Straight and Narrow: Using Columns - by Suzanne Barnhill, MVP and
Dave Rado, MVP. |
 |
Default Paragraph Font Explained - by Suzanne Barnhill, MVP |
 |
Dates in Microsoft
Word by Charles Kenyon |
 |
Why
Does the Appearance (or layout) of My Document Change When I Open It
On a Different Machine? Suzanne S. Barnhill, MVP |
 |
What do all those funny marks, like the dots between the words in my
document, and the square bullets in the left margin, mean? , MVP and Dave Rado, MVP |
 |
Cleaning up pasted text from emails or Web sites by Suzanne
Barnhill, MVP |
 | Accent characters in Office by Office for mere mortals |
 | Changing the spell-check dictionary -
editing
the custom dictionary,
adding
(correctly-spelled) words to show up in Spell check as errors and
Exempting Specific Text from Spell Checking by Suzanne Barnhill, MVP |
 |
How
Can I Insert Special Characters (Symbols)? - multiple ways
including keyboard shortcuts - Suzanne S. Barnhill, MVP |
 | Find and Replace Using Wildcards -
links page to other articles on this powerful technique |
 |
How
Can I Create a Fraction in Word that isn't in Any of the Fonts that I
Have? For a macro solution see
Create a Fraction
by Graham Mayor. |
 |
Finding
and replacing non-printing characters (such as paragraph marks) and
text formatting by Dave Rado, MVP. |
 |
Finding
and replacing characters using wildcards by Graham Mayor, and
Klaus Linke
|
 |
Typography
Tips from Microsoft Publisher - Suzanne S. Barnhill, MVP, and David Rado, MVP
|
 |
What
Files Do I Need to Backup? (or where does Word store all my
customizations?) by Dave Rado, MVP and Brenda Hutton |
 | How to
move/copy/share customizations including AutoText, AutoCorrect, Macros,
Toolbars and Key Assignments by Charles Kenyon |
 | Automatic backup?
How can I make Word save or back up my document automatically? by
Suzanne S. Barnhill, MVP. |
 |
Paste Options in Word 2007-2013 - Microsoft |
 |
Automatically
Back Up Word Documents - including to two locations! by Graham
Mayor, MVP.
|
 |
Tips
and tricks for copy fitting or the best ways to get your document to
fit to a page by Suzanne S. Barnhill, MVP.
|
 |
Delete
blank paragraphs / paragraph marks from a document by Dave Rado,
MVP.
|
 |
Word
is always making changes I don't expect. How can I get more control
over my formatting? by Suzanne S. Barnhill, MVP, and Dave Rado,
MVP. |
 |
Formatting applied to one paragraph affects entire document by
Suzanne S. Barnhill, MVP |
 |
How to put Word 2002 (and 2003) back the way they were in Word 97-2000
by Suzanne S. Barnhill, MVP |
 |
Why is my Blank Document not blank? by Suzanne S. Barnhill, MVP |
 |
What happens when I send my document to someone else, will
Word mess up my formatting? by Shauna Kelly, MVP |
 |
Why does text change format when I copy it into another document? by
Shauna Kelly, MVP |
 |
How to Make the Best Use of Word's Rulers by Suzanne Barnhill, MVP
and Dave Rado, MVP
|
 | Clip
Art and Media Help by Mary Sauer, MVP
|
 | So You
Want to Write a Book Using Microsoft Word - extensive tutorial by
MVP Daiya Mitchell with overview of Styles,
Templates and Sections and the interactions among these tool/features. Excellent!
Not just for those who want to write books! |
 |
Changing the formatting rules with compatibility options - these can
change how Word acts in basic formatting. |
 |
Preparing a Manuscript (Thesis) in Microsoft Word 2007 - pdf - Ohio
University |
 | Interactive Forums -
Woody's Office Watch -
Microsoft - can be searched |
 |
Why is My Blank Document Not Blank? by Suzanne Barnhill, MVP |
 | Mousetraining's
Intro Guide to Word 2007 found on
their site |
 | Mousetraining's
Advanced Guide to Word 2007 found on
their site
|
 |
Microsoft Word 2010 Bible by Herb Tyson,
MVP |
Last edited by Charles Kenyon
Wednesday 24 April 2013 as to links only. Valid for
Word 97-Word 2003. Principles applicable to later versions. Some notes
as to Word 2010.
[ Home ] [ Introduction ] [ Word 2002 ] [ Web Resources ] [ Word Books ] [ Confidentiality ] [ Supplement ] [ Word FAQ ] [ Vendors Dir. ] [ Downloads ]
 
(this
guide table of contents) ----- (MS
Word New Users FAQ)
Search Usersguide to Microsoft Word using Google
There are a number of ways to create a new document. The simplest is to
click on the new document icon
on the standard toolbar. This creates a new document based on the
normal.dot template. While this is the
simplest method, I only use it to create scratch paper. For serious work, I
use custom templates or one of the ones that comes with Word. That is
because these can have the styles and formatting I
want already built into the new document. So, I start with a letter, memo,
report or fax rather than setting one up on a blank screen. (Note, you
should not put this kind of special formatting in normal.dot or it
will ruin not only your scratch paper but also other Word functions like
labels.
To get to these templates you need to select New under the File
menu. In Word 97-2000 this will bring up the new file dialog box:

In Word 2002 and later, it will bring up the New File Task Pane. (If you
don't like this and would prefer to just get the new document dialog box, see the
NewFileDialog Add-In.)

Clicking on "General Templates" (Word 2002) or "Templates ...
On My Computer" (Word 2003) in the Task Pane will bring you to the
New File Dialog.
If the template you want is in your User Templates Folder or in the
Workgroup Templates folder it will show up in the dialog box. If it is in a
subfolder of these, it will show up when you click on the tab representing
that subfolder. (These folders are explained in
Templates in Microsoft Word.)
The "More" Tab in the dialog will show you folders that might not show up in
the tab space.

The "Blank Document" template shown in the New File Dialog is really your
normal.dot template. The General Tab displays the contents (other than
folders) of the User Templates Folder and the Workgroup Templates Folder.
Character Formatting (CK Section)
A page on formatting should have some things about how to apply
formatting to your text. First, you should apply most of your formatting
by using Styles in Word. This allows you to
keep the formatting in your document consistent and makes it easier to
make changes. But even if only to set up the styles, you need to know
how to change the formatting directly.
Some people only need the Bold, Italic, and
Underline formatting commands that appear on the formatting toolbar.
These can be applied individually or in combination. However, there are
many other character formatting options available on the Font Formatting
dialog box. Some that I use often are strikethrough,
double-strikethrough, and hidden. (I have my computer set up to display
hidden text but not print it. I put instructions in hidden text on
forms. Note that this is metadata that you
might not want to be sharing.) You can also change the font in the Font
Formatting dialog box.
You can get to the character formatting dialog by using the Format >
Font command, or if you select a word or series of words, you
can right-click and select the "format font" command to open the dialog box. Note that
Word calls it Format Font and I call it character formatting because I
think that designation is more precise. You are not really changing the
font at all, you are changing how the characters of different fonts
appear on your page. In Word 2007-2010 you access the font dialog box
through the home ribbon or with Ctrl-D.
An additional type of character formatting that is valuable in a
legal environment is language formatting. Specifically, you can apply
"no proofing" formatting to case citations and party names so that you
won't have to OK them in spell check. I find this best applied, though,
through a character style rather than by direct formatting. Instructions
on setting up such a style can be found in the chapter on
styles.
Repeat Formatting Key: If you are going through a document and applying
the same formatting to various words, you can use the Ctrl-Y combination or
the F4 key to repeat formatting. This only applies, though, to the last
formatting applied. So, if you are making something bold and then Italic,
only the Italic is applied by the repeat key. If you want to apply more than
one formatting change repeatedly either use a character style or use the
font formatting dialog for the first change. The repeat key will then let
you repeat the full change. (This is actually the Repeat Typing key or "Do
Again" key - the opposite of the UnDo key.) (this section
unfinished as of 03/15/11)
Moving and Copying Text
To move text, you are actually "cutting" or removing the text from
where it is and "pasting" it where you want it. To accomplish this, select
the text and then click the Cut button on the Standard toolbar (you may
also use CTRL+X). The text disappears and moves to the clipboard. Click
the mouse pointer where you want to move the text and then click the Paste
button or press CTRL+V. The text moves to the new location.
A similar process is used for copying. The text is first selected and
you click the Copy button (CTRL+C). The text stays where it is and a copy
of it goes to the clipboard. Move the cursor to where the text will be
pasted, and click the Paste button on the Standard toolbar. The text
appears in both places.
In Word 97, cut or copied text remains on the clipboard until it is
replaced with something else. In Word 2000, there is an Office Clipboard
toolbar that holds up to 12 items that have been cut or copied. They may
be pasted individually or as a group into the document. For more on the
Office Clipboard, see "Collect and Paste" later in this chapter.
 |
Note When moving or copying text, if the
paragraph marker is selected along with the text, the formatting of
the paragraph stays with the selection. If the paragraph marker is
not selected, the paragraph takes on the formatting of the
surrounding text where it was pasted.
CK Note: When
copying from one document to another, you need to take Styles
into account.
|
Practice: Use Cut, Copy And Paste
- Type the following:
Two (press ENTER) Three (press ENTER) One (press ENTER)
- Move the text into the proper order — one, two, three. To do
so, select the item you wish to cut or copy, then press CTRL+X for Cut
or CTRL+C for Copy.
- Copy One to the bottom of the list. You can press CTRL+V for Paste.
The Copy, Cut and Paste commands are also available under the Edit
menu.
Practice: More with Cut, Copy and Paste
- Create a numbered list in a document.
- Select the entire numbered list EXCEPT for the paragraph mark at the
end of the last item in the numbered list.
- Copy the selection. Keyboard users can press CTRL+C on the keyboard.
- Create a new, blank document by pressing CTRL+N on the keyboard.
- Paste the numbered list. Keyboard users can press CTRL+V on the
keyboard. What happened?
 |
Note As has been pointed out elsewhere, the
paragraph mark at the end of a paragraph contains the formatting
instructions for that paragraph. If you fail to select the paragraph
mark, you won't successfully copy that paragraph's paragraph-level
formatting settings (for instance,
numbering). |
Collect and Paste (New for Word 2000)
In versions of Microsoft Office prior to Office 2000, Office used
the Windows clipboard, which had a couple of major limitations, among them
being the fact that you couldn't cut or copy anything without "destroying"
the last item the clipboard held that you had cut or copied. This made it
very difficult to work with collections of useful items. In
Word 2000, you can use the Office Clipboard to Collect and Paste up
to 12 items separately or simultaneously. The Office Clipboard will
work with text or graphics.
Practice: Work with the Office Clipboard
- Display the Office Clipboard by choosing Toolbars from the View
menu, and then clicking Clipboard.
- Select any item you want to copy, and click Copy on the Clipboard
toolbar.
- Repeat as necessary.
- Paste an item from the Office Clipboard by clicking the appropriate
icon on the Clipboard toolbar. If you want to paste all items, click
Paste All.
 |
Note To [see] the first 50 characters of a text item
on the Clipboard toolbar, hover your mouse without clicking over one
of the icons in the toolbar. |
Occasionally you may want to paste a WordPerfect document
or web page (or a portion
of the document) into Word. To get rid of all the formatting in the WP
document or web page, select all text except for the last paragraph mark. Copy it and
then, in a new document, from the Edit menu choose Paste Special. The
following dialog box appears:
If you select Unformatted Text and click OK, you will have a clean,
"native" document without any legacy codes, greatly decreasing your chance
of corruption.
Later version of Word have a paste options display when you paste. See
Paste Options.
You may have noticed the "paintbrush" button on the toolbar. This
button is called Format Painter, and it's one of the most useful buttons
in Word. Format Painter copies character or paragraph formatting from one
place to another within a document. To copy paragraph formatting; select
the text including the paragraph marker. Click the paintbrush button and
then paint (drag across) the text that you want to look like the
originally selected text.
If you double-click the Format Painter button, it becomes a toggle and
you can paint the new formatting to several paragraphs. The character
formatting works the same way: click within the paragraph that you want to
copy the formatting of the text, click the Format Painter button, and then
either select or click within the paragraph that should be reformatted to
look like the first paragraph. If you've activated the Format Painter in
this way, press ESC when you're finished and your mouse will return to
normal.
 |
Tip Keyboard users can press CTRL+SHIFT+C to
copy formats and CTRL+SHIFT+V to paste formats. Your mouse pointer
won't change, but the formats can still be copied and
pasted.
CK
Note: If
you use this method, you can intersperse other copying and pasting.
This copies and pastes to/from a memory area different from that
used by the clipboard. Even better than pasting formatting, though,
is using styles.
|
Clear Formatting - CK Section
Sometimes you just want to start over. If you select text and press
Ctrl-Spacebar you will remove all character formatting from the selection,
including formatting based on a character style. If you want to strip out
paragraph style based formatting from a selection you need to Cut it and use
Paste Special to paste it back as unformatted text. (In Word 2007 & 2010)
you can use the clear formatting tool on the font panel of the home ribbon
to do the same thing.)
If you want, you can select all text in an area and apply the normal
style to it.
For Word 2010, you can use the Clear all formatting button in the
Font group on the Home tab.

Word provides four types of indents: first line indent, hanging indent,
right indent and left indent.
The following figure shows different types
of indents.
One quick and easy way to set these indents is to use the mouse and
drag the indent markers on the horizontal ruler. Indents are controlled by
the small gray triangles and box on the horizontal ruler.
"Like a hammer, the time-proven spacebar has been used countless
times to perform chores for which it was never intended. Yes, a
hammer can compel a screw to join two pieces of wood together, and a
spacebar can be used to move text around so it looks like a table.
However, just as a hammered screw makes for a shaky wooden table, a
word processing table fashioned together with spaces is equally
fragile. Add something to the table and it doesn't hold together.
Which table? Take your pick."
Microsoft Word 2010 Bible by Herb Tyson
 |
Note WORD 2000
In Word 2000, you can now set a First Line Indent and a Hanging
Indent from the Tab Alignment box which is located to the left of
the ruler.

|
 |
CK NOTE: "Indents"
is the term that Word uses for paragraph margins. They are a part of
paragraph formatting and are often used in paragraph styles to set
different margins for a part of a document. |
Practice: Set Indents Using the Ruler
- Type a paragraph of text and click the mouse pointer anywhere within
the paragraph.
- Drag the First Line Indent marker (downward-pointing triangle) to
one-half inch on the ruler. This indents the first line of text.
- Type a new paragraph and click the mouse pointer anywhere within the
paragraph.
- Drag the Hanging Indent marker (upward-pointing arrow on the left of
ruler) to one inch. You can also use CTRL+T to accomplish this task and
CTRL+SHIFT+T to undo a hanging indent. This indents all lines under the
first line.
- Type a new paragraph and click the mouse pointer anywhere within the
paragraph.
- Drag the Left Indent marker (the small rectangle under the ruler
line and the upward-pointing arrow on the left of ruler) to one-half
inch. You can also use CTRL+M to accomplish this task and CTRL+SHIFT+M
to undo a hanging indent. This indents the entire paragraph.
If you are using Word 2000, try using the Tab Alignment box to set
the indents. Instead of dragging a marker, select the appropriate indent
mark (First Line or Hanging Indent) and click the ruler. The indent you're
setting only applies to the paragraph you have your cursor positioned. If
you want to have an indent apply to many paragraphs, select all the
paragraphs to which you want it applied.
See
How to Make the Best Use of Word's Rulers by Suzanne Barnhill, MVP
and Dave Rado, MV
Practice: Set Indents Using the Paragraph Dialog Box
- Type several lines of text to represent a quote and click anywhere
within the paragraph.
- From the Format menu, choose Paragraph. The Paragraph dialog box is
shown in the next figure.
- Select the Indents and Spacing tab.
- Set the left and right spin box buttons at one inch. Click OK.
-
The Special drop-down list allows you to set hanging and first line
indents in the Paragraph dialog box.
Working with Tabs
There is no "Flush Right" command in Word like there is in Word
Perfect. It is necessary to use a right-aligned tab to achieve the same
result.
There are five types of tabs in Word: left, right, center, decimal and
bar. In Word 2000, they are all available on the ruler. In
Word 97, the bar tab is only accessible by choosing Tabs from the
Format menu. The bar tab draws a vertical line at the position you set.
Setting a tab using the mouse is a two-step process: While your cursor
is positioned in the paragraph you want to add the tab to, first click the
Tab Alignment box at the left edge of the ruler until you access the tab
that you want to use. Second, click the ruler where the tab should appear.
Many users report that they have better luck setting tabs in the
horizontal ruler when they click in the bottom half of the ruler.
 |
Note If you make a mistake, click and drag the
tab to the correct location on the ruler. If it's the wrong tab
(center instead of left) drag the tab marker off into the document
window, release the mouse, and the marker will
disappear. |
After you have made tab settings for one paragraph, they are copied
down to the next paragraph when you press the ENTER key. If you need to
clear all tabs, drag them off the ruler or from the Format menu, choose
Tabs, and then select Clear All. The next figure is an example of various
tabs applied in a document:
Practice: Set Tabs On the Ruler
- To set tabs for a signature block, first, position your cursor in
the paragraph in which you want to insert the tab then click the Tab
Alignment box until you have a Left Tab selected.
- Click the ruler bar at 3.5 inches.
- Press the TAB key and type your preferred closing (Very Truly Yours,
Sincerely, Best regards).
- Press ENTER several times leaving enough room for your signature.
- Press TAB and type your name.
Once you understand how tabs work in Word, you'll be able to set a
single tab for the precise location you need rather than press TAB
repeatedly to position text.
How to Make the Best Use of Word's Rulers by Suzanne Barnhill, MVP
and Dave Rado, MV
Practice: Set Tabs Using the Tabs Dialog Box
- Position your cursor in the paragraph in which you want to insert a
tab.
- From the Format menu, choose Tabs.
- Type 6 in the Tab stop position box.
- Under Alignment, select Right.
- Under Leader, select the dotted line (2).
- Click Set, and then click OK.
- Type Name, press TAB, type Telephone and press ENTER.
- Type your name; press ENTER; type your telephone number and press
ENTER.
You can set dot leaders, dash leaders, or solid leaders in this way.
 |
CK
NOTE: For more on tabs, see the
MVP FAQ page on
Setting
Tabs - by Suzanne Barnhill, MVP and Dave Rado, MVP. For more on using tabs for columns and other ways to set up
columns, see The
Straight and Narrow: Using Columns (also on the MVP FAQ site).
Also, note that dot leaders can be automatically
used in Tables of Contents, Tables of Authorities, etc. You won't
need to set tabs or dot leaders by hand for those if you generate
your Tables automatically. See Complex Documents
for more on these.
Finally, setting up a table using tabs is not a good idea
(although far better than using spaces). Use a
Table instead. If you've already set your table up using tabs,
you can convert it to a Word table easily. The key thing that keeps
beginners from using tables is that they don't know how to turn off
the lines when they don't want them. It is easy! See that chapter.
Tabs of the various types can be very useful for headers and
footers.
|
Before using section breaks in a document, it is important to
understand page setup. To access the Page Setup dialog box, from the File
menu, choose Page Setup. In the dialog box, there are four tabs: Margins,
Paper Size, Paper Source and Layout. Each controls a different part of how
the document is set up.
The first tab,
Margins, allows you to set the margins for
the document, including the placement of the headers and footers.
Paper Size offers the opportunity to move from portrait
to landscape, choose the paper size, and select the portion of the
document to apply this particular formatting.
Paper Source relates to printer trays. One tray may hold
letterhead, another bond, and another copy paper. There may also be a
manual feed for envelopes, labels, and card stock.
The Layout tab presents the options to choose any of the
section breaks described in the preceding section; choose a different
first page header/footer; have different headers and footers on odd and
even numbered pages; select whether the page will be centered vertically
on the page, aligned at the top, aligned at the bottom; and whether this
formatting is to be applied to the section, the whole document or from
this point forward.
Practice: Insert Section Breaks to Change Headers and Footers
- Create a new document.
- At the top of the document, type COVER PAGE.
- Press ENTER and then insert a Next page section break. From the
Insert menu, select Break, and then select Next Page).
- From the File menu, choose Page Setup, and then select the Layout
tab.
- In the Headers and Footers section, select Different first page and
click OK.
- From the View menu, choose Header and Footer. (The toolbar shown in
the next figure will appear.) Click the Switch Between Header and Footer
button to move to the footer section.
 |
Note There is a header and footer on every
page although they may be empty. |
- Observe that on the first page of the document, the footer
information tells you that you are looking at First Page Footer,
Section 1.
- Click the Show next icon on the Header/Footer toolbar. This footer
reads differently. How is it different? (Footer Section 2, Same as
Previous). By default, the Headers and Footers in each section of a
document are the same unless you turn the setting "Same as Previous"
off.
- Make sure that the second section of our document has a different
footer. Clicking on the toggle for Same as Previous on the Header/Footer
toolbar will break the link between sections allowing you to make a new
footer.
 |
Note Unlike WordPerfect, there is not a
Header A, Header B, Footer A, and Footer B. In
Word you must first have section breaks and then turn off Same as
Previous to vary headers and/or footers. |
If you wish to have both portrait and landscape text on the same page,
a section break is not the answer. You must use a text box to insert the
landscape text on the page.
Practice: Section Breaks and Columns
In this exercise, you will set up a document with a headline centered
at the top of the page followed by text formatted in three columns,
followed by a single column (page width) of text — it will look like
a newsletter.
- Create a new blank document.
- Type and center the word HEADLINE at the top of the document.
- From the Insert menu, choose Break and insert a Continuous section
break.
- Click the Columns button on the Standard toolbar or choose Columns
from the Format menu.
- Select three columns.
- Type text or type =rand(5,5) and press ENTER to have word generate
random text.
- The text you type or insert should fill up the first column before
moving to the second. To manually insert a column break, move
approximately one third the way through your text and either 1) press
CTRL+ SHIFT+ENTER or 2) choose Insert, Break, Column break. Do the same
thing two thirds of the way through your text so you see three columns
of text.
 |
Note You must be in Page Layout View (in
Word 97) or Print Layout View (in Word 2000) to see all
three columns. In Normal View it will appear as if there is one
long, narrow column of text. |
- At the end of the text, insert another Continuous Section break.
- Change the column number from three to one.
- Type several more paragraphs of text.
 |
Note View this document in both Normal and
Page/Print Layout views. To switch to Normal view, choose Normal
from the View menu (or press CTRL+ALT+N). For Page/Print Layout
view, choose Page/Print Layout from the View menu (or press
CTRL+ALT+P). |
Practice: Attach an Envelope and Insert an Automatic Section
Break
- Create a new document using a letter template (File, New, Letters
& Faxes).
- Fill in the address completely with a person's name and address.
- Select the name and address.
- From the Tools menu, choose Envelopes and Labels.
- Select the Envelopes tab. Note that the address is automatically
added to the envelope.
- Click Add to document.
- Click the Print Preview button on the Standard toolbar and note that
the envelope is attached to the beginning of the document.
- Press the Escape key to cancel out of Print Preview.
- From the View menu, choose Normal. Note that Word has added the
necessary section break to separate the Landscape envelope from the
Portrait letter.
|

Page
Numbers
|
CK
Note: Remember that automatic page numbers are fields.
If page numbers are put in your document using Insert | Page
Numbers... they are fields inside of frames. In my opinion,
this is not a good thing.
"There are two places you can put page numbers: in the
footer
, or in the document
. If you put them in the document, you can never get proper
control of them. This is the greatest trap there is for young
page-numberers. The page number MUST be inserted into the
footer! If your document already has page numbers, click on
one. If it shows the square bounding box of a floating text
box, it’s in the document: delete it!"
"Remember
that people flipping pages need to have that page number in the most
visible spot, and it needs to be in the same place on each page.
Useability research proves that the best place to put it is
in the outside bottom corner."
John McGhie, MVP, How to
Create A Template, Part II.
I have gone so far as to remove the Page
Numbers... command from my Insert Menu! Charles Kenyon |
Practice: Section Breaks to Format Page Numbers in Complex
Documents
In this exercise we will create a document that will contain multiple
pages as they might occur in any long legal document such as an agreement.
You will use page setup, section breaks, footers and format page
numbering.
- Create a new blank document.
- From the File menu, choose Page Setup and select the Margins tab.
- Set all margins for 1" for the entire document, and then click OK.
The document will contain the following elements. If you want to try to
setup the document without step by step instruction, create the document
as described below. If you need some assistance with setting up the
complex document as described below, refer to step 4.
The first page will be the TITLE PAGE.
 | Center the text vertically.
|
 | No footer. |
The second and third pages will be TABLE OF CONTENTS and
TABLE OF AUTHORITIES.
 | Footer to include:
|
 | Left aligned file name
|
 | Centered page number (i, ii, and iii format) |
 | Right aligned date |
The fourth page will be TEXT.
 | Footer to include:
|
 | Left aligned file name
|
 | Centered page number (Arabic number format)
|
 | Right aligned date |
The fifth page will be the TABLE.
 | Landscape orientation
|
 | Footer to include:
|
 | Left aligned file name
|
 | Centered page number
|
 | Right-aligned date |
The sixth (and final) page will be the APPENDIX.
 | Back to portrait orientation
|
 | Footer to include:
|
 | Left aligned file name
|
 | Centered page number (Appendix A format)
|
 | Right-aligned date |
To accomplish the above exercise you must do the following:
- From the File menu, choose Page Setup, and set margins, headers and
vertical alignment.
- Insert Next page section breaks after first, third, fourth and fifth
pages. (Place your mouse pointer in each location and then from the
Insert menu, choose Next page section break.
- Click in a section in the document and from the View menu, choose
Headers and Footers.
- Turn OFF "Same as Previous" in the footer for the section to
disconnect that section from the previous one.
- Browse to the next section's footer by clicking on the Show Next
button.
- Repeat step 7 above.
- Click the Insert Page Number button on the Header and Footer toolbar
and insert a page number for sections 2,3,4 and 5.
- Select each section page number individually and then click the
Format Page Number button on the Header and Footer toolbar. Format
different page numbering schemes for Sections 2, 3, 4, and 5.
- Change page orientation in Sections 4 and 5 by moving the cursor to
each section and then clicking the Page Setup button on the Header and
Footer toolbar.
- Select the Paper Size tab.
- Select Landscape and click OK. Click the Close button on the toolbar
to leave Header and Footer view and return to the document view.
Dividing a Document Into Sections
In WordPerfect, you can't format by section; you format by page. If
you're converting from WordPerfect, you might find this topic difficult at
first. Practice with the exercises in this section and on your own to get
the hang of section formatting.
A section break is a mark inserted that shows the end of a specific
section, and the end of the formatting that is applied to that section.
This mark stores the section formatting (page orientation, margins,
headers and footers, sequencing of page numbers). The mark appears as a
double dotted line and identifies the kind of section break in the center.
A section break is inserted by choosing Break from the Insert menu and
then selecting the appropriate section break.
There are four types of section breaks in Word:
 | Continuous. Inserts a break and starts the next section on
the same page.
|
 | Next Page. Inserts a section as well as a page break and
starts the next section on the next page.
|
 | Odd. Inserts a section break and starts the new section on an
odd page.
|
 | Even. Inserts a section break and starts the new section on
an even page. |
Some reasons for inserting sections breaks include:
 | Columnar divisions as used in newsletters. (Headline, page width
column, two or three columns, page width column).
|
 | Separating the document so that different pages have different
margin settings. (First page has list of attorney names in the left
margin; and the second page needs wider margins).
|
 | Format page numbers differently within a document. (Title page,
Table of Contents, Body text, Appendices).
|
 | Allow different headers and footers within the same document.
(Different odd and even pages, header and footer text variation, etc.).
|
 | Permit different paper sizes and both landscape and portrait
orientation in the same document. (Attaching an envelope to a document,
presenting a table or chart in landscape view in an exhibit).
|
 | Control the layout of a document so that new chapters or subjects
always begin on an odd numbered page. |
 |
Note The exercises for inserting section
breaks are after the section on Page Setup since we will use these
two topics together. To understand how to use section breaks to
affect the layout of a document, you must also understand how Page
Setup works. After reading the section on Section Breaks, you may
want to go back to the section on Page Set-up and try the exercises
again. |
(CK
Note) See Sections -
Headers and Footers for more information.
Styles can be defined as shortcuts to formatting paragraphs and text.
In a document, the heading at the top of every important section might be
centered, bold, and have a slightly larger font size. Instead of making
those changes every time you come to a new heading, you can use or assign
a style to keep that formatting intact. You can also change a style once,
and all paragraphs that have that style applied will instantly be updated
to reflect the changes.
Styles in Word differ greatly from the styles in WordPerfect. You may
use the styles that come with Word by default as they are, modify them or
design your own to best suit your needs. Styles are not turned on and off
like a toggle, rather they are assigned to the text or paragraph in
question. Using styles will make Word easier to use by reducing editing
time and producing more consistent formatting.
See
Why Use Styles - part of Lynda.com Video tutorials on Word. To see the available styles in the current document, click the arrow at
the right side of the Style box, which is the control at the far left side
of the Formatting toolbar. You will see both paragraph styles (showing the
Paragraph mark ) and Character styles (showing a). To see all the
available styles, hold the SHIFT key while clicking on the down-pointing
arrow. These are the styles that are built into Word. As a user, you can
add your own styles or modify the ones that are already there.
 |
Note An important aspect of styles is the
ability to create Tables of Contents without the necessity of adding
codes. If you use the heading styles provided by Word, you can build
a Table of Contents quickly and easily by choosing Insert, Index and
Tables, Table of Contents. Word looks for the entire heading styles
you have used (Heading 1, Heading 2, Heading 3, etc.)
and builds the table. If you later modify these headings, there are
no codes to change; just a simple keystroke to update! For more
information, see the chapter on Fields. |
It is possible to display the style of each paragraph that has been
assigned. To activate the Style Area, you must be in Normal View. From the
Tools menu, choose Options, and then select the View tab. For Style area
width, select at least .5" to 1" and click OK. The Style Area will display
on the left side of the screen.
To assign a style to a paragraph, place the insertion point in the
paragraph and click the down pointing arrow by the Style box. Select the
style and the paragraph will take on the formatting assigned to that named
style.
If you want to view the definition of a style, from the Format menu,
choose Style and the following dialog box appears:
 |
Note At this point you may choose to Modify
the style or design a New one. Note that this Normal style contains
both paragraph and character formatting. |
 |
Warning Any style you modify or change will
only affect the current document unless you choose to add it to the
template. Then it will be available to all documents built on that
particular template. |
Practice: Design a new Style (My Style) to be Single-Spaced and 1-
Inch Indented on Both Right and Left Sides
- From the Format menu, choose Style.
- Click New. The New Style dialog box appears.
- Name the style. (My Style) It may be more than one word, contain
spaces, numbers and special characters EXCEPT for: semicolon (;), curly
brackets ({…}) and forward slash (/).
- From the Style Type list, select Paragraph.
- In the Based On list, you may choose to find a style that closely
matches the one you want to construct. Remember, if the style you base
your style on is changed, it will also change your style! You may also
choose No Style.
- If you want the text following your new style to be assigned to a
specific style (perhaps Normal) select that option in the Style for
following paragraph.
- Click the Format button and select Paragraph.
- On the Indents and Spacing tab, make sure that both the left and
right indents are set at 1" and that line spacing is set at Single.
- If this is a style you will use frequently and you want it available
in all documents based on the existing template, select the Add to
Template option. If this is not selected, the style will be available
only in the current document and any copies made from it.
- If you want to use a shortcut key to apply the style, click the
shortcut key button. The following dialog box appears:
- Click in the Press New Shortcut Key section text box and enter
different key combinations (such as ALT+M) until you find a combination
that is unassigned. Generally ALT+ a key will be available. Once you
find an unassigned shortcut key, click Assign and then click Close.
- Try using your new style! Click in the middle of any paragraph on
the document that doesn't already have your style applied, and press the
keyboard shortcut you selected in the previous step.
Practice: Modify a Style
In this exercise, you will practice modifying a style. You can modify
both your styles (user defined) and Word Styles (built-in).
- Select Heading 1 and then type in the words Heading One. Notice how
it looks. It is bold, 14 pt and left aligned.
- Select the text you have just entered and make it italic and
centered.
- Click in the Style box or press CTRL+SHIFT+S. Do not change the name
but instead press ENTER. The following dialog box appears.
- Select Update the style to reflect recent changes. All paragraphs
formatted with this style will change to look like your recently
modified selection. The second choice will change the formatting of your
selection back to the original style.
- Click OK.
- CTRL+ALT+1 will access the new heading one style.
Does it work as expected? For much more information, see the section on Styles.
Automatic Paragraph Numbering
Automatic paragraph or outline numbering has nine levels available in
each of its' seven default numbering styles. To access these choices, from
the Format menu, choose Bullets and Numbering, and select the Outline
Numbered tab.
The three choices in the top of the dialog box format paragraphs with
outline numbering schemes. The four remaining choices on the bottom format
the paragraphs with outline numbers and apply heading styles to the
paragraphs.
If you do not want the formatting of the paragraph changed, make sure
you select one of the three styles in the top row. For more information,
see the section on Numbering.
Practice: Apply Outline Numbering
- From the Format menu, choose Bullets and Numbering, and select the
Outline Numbered tab.
- Select the second option (1., 1.1, 1.1.1) and click OK.
- Type some text and press ENTER. The next paragraph is automatically
numbered at the same level.
- Press the TAB key or click the Increase Indent icon on the
Formatting toolbar. This changes the level of the number. SHIFT+TAB or
the Decrease Indent button will reverse the effect.
- Continue typing until you have at least three numbered paragraphs.
Press ENTER twice to finish the list.
Practice: Edit the Numbering Scheme
- To edit your numbering scheme, from the Format menu, choose Bullets
and Numbering, and selected the Outline Numbered tab.
- Select the numbering option already bordered and click Customize.
- To expand the dialog box, click More. If the dialog box is already
expanded, the button will read Less.
Note that you can format the font, choose different number styles,
and move the alignment of each level of text. This currently shows a
period after the number. This may be changed to a parenthetical mark, a
colon or something else of your choosing. You can even enter text such
as 'Article' or 'Paragraph'. It is, however, important to remember to
never manually enter a Number style in the Number format box.
- To allow the text to wrap to the left margin, in the Text Position
section, set Indent at: to zero (0). Do this for levels one and two.
Click OK. Notice that the formatting has changed.
Practice: Use Outline Numbering Linked to Heading Styles
- Either open a document that contains Word's heading styles or create
one by typing several paragraphs of text and proceed as indicated in
steps 2 & 3.
- Click anywhere in the first paragraph and press ALT+CTRL+1. This
will apply the Heading 1 Style. You can also use ALT+SHIFT+LEFT
ARROW or ALT+SHIFT+RIGHT ARROW to apply, promote, and demote heading
styles.
- Continue this throughout the document using ALT+CTRL+1, 2, or 3 to
apply headings.
- From the Format menu, choose Bullets and Numbering, and select the
Outline Numbered tab.
- Choose one of the four options in the bottom row that are linked to
Heading styles.
- Click OK.
 |
Note This is a very powerful tool. Every
paragraph in the document that is formatted with a heading style is
now numbered. When a table of contents is generated from headings,
the ENTIRE paragraph is placed in the table. If you want only the
first few words of the selection to appear in the table of contents,
there is a work around called a "hidden paragraph mark."
- To use the hidden paragraph mark: In the paragraph formatted
with the heading style, place your insertion point after the last
word that you want included in the Table of Contents, and add two
more spaces. Press ENTER.
- Select just the paragraph mark and format it as "hidden" using
CTRL+SHIFT+H.
- Continue typing text. It will appear as a second paragraph.
Click the Show/Hide button to turn off non-printing character
display.
- Click the Print Preview button on the Standard toolbar. Since
the paragraph mark that separates the two items is marked as
hidden, text will appear on the same line as the table of contents
entry when the document is printed.
| For more on numbering,
see that section.
|

Warning!
|
(CK
Note) Word's numbering structure can be very unstable,
especially if not linked to styles. You will want to have your
numbering rooted in styles and avoid using the Bullets and Numbering
gallery shown. Otherwise your numbering may renumber itself
seemingly at random. This is (in part) because the numbering gallery
shown is not fixed but rather changes from computer to computer and
on computers over time. See Numbering
for more information. |
Clean Up or Remove Unwanted Formatting
|

|
CK
Note: The remainder of this chapter is not in the Basic
Formatting Chapter in Microsoft Word's Legal Users' Guide. It
has not been subjected to the same kind of peer review as the rest
of the chapter. |
Sometimes your fingers slip and you somehow apply formatting to a word,
paragraph, or document that you don't want. Sometimes Word does this for
you with Autoformat as you type.
AutoFormat as You Type changes you don't want
Immediately after AutoFormat makes the change
Immediately after Word changes your text (capitalizes what you don't
want capitalized, changes an underscore into a line (border) across your
page, or otherwise fiddles with your text in ways you don't like, use Undo
(Ctrl-Z) to set it back. (Backspace will also work at this point.)
Fixing AutoFormat changes later (can't undo)
If you have gone past the point where you can use UnDo...
Unwanted Lines
If it is an unwanted line inserted by Autoformat, go to the paragraph
mark immediately before the line and
Format => Borders and Shading ...
Make sure that it is set for "paragraph" in the bottom right
and click on "None." Close the dialog box. Your line should be
gone.
Checking Formatting - Word's Reveal Codes
A good way to spot formatting problems is to use Word's "Reveal
Codes" substitute: The "What's This?" command on the Help
menu. I always figured that it was for explaining Word features and
controls, but it also explains formatting.
If you use the command, your mouse pointer changes to a question mark /
pointer combination. If you point at text and click on it, it will show
what formatting has been applied to that text and where the formatting
comes from (styles/direct formatting, paragraph / character(font)
formatting. In this case, the message was helpful, even if cryptic
(Character Formatting: direct : pattern - white).
To change the pointer back, use the Esc key.
Don't
forget the Hide-Show non-printing characters button. It is on right end of
the Standard toolbar between the Document Map button and the Zoom
drop-down. (The symbol on it is a pillcrow which is used by Word to
designate an end of paragraph mark. The flying pillcrow is a trademark of
my Word sites.)
Sometimes what you (or your boss) have done just isn't working and you
feel like starting over. Ctrl-Q will reset the paragraph formatting to
its base style. That is, it will undo any changes that have been
made to things that can be changed through the Format => Paragraph
or Format => Tabs dialogs.
Ctrl-Spacebar will reset the character formatting (bold,
underline, etc.) to the underlying character font (of the underlying
paragraph style). This is also useful to turn off a character style as you
are typing.
The actions of these two reset commands differ somewhat, especially if
no text is selected. With text selected, if you press Ctrl-Spacebar,
all character formatting for the selected text is reset. Surrounding text
is not changed. If no text is selected when you press Ctrl-Spacebar,
the reset action still changes the selection - in this point - the
insertion bar (cursor). If you start typing, you will be typing in the
reset formatting. With Ctrl-Q, you will reset the formatting of the entire
paragraph. If you have text in multiple paragraphs selected (whether or
not the entire paragraph is selected) those paragraphs will be reset.
See Understanding Styles in Microsoft Word
Multiple (Selective) Undo 
Word 97 (and later versions) has tremendous Undo capabilities. You can repeatedly click the
undo button or press Ctrl-Z. You can also use the down-pointing triangle
next to the Undo button to go back as many steps as necessary. While some
things you do can't be undone, with Word most can, including things done by
macros.
Note that this Undo information may be stored in your document. See Confidentiality.
Paragraph Marks, Manual Line Breaks and Manual Page
Breaks
Paragraph
Marks
I always work with paragraph marks showing on my screen. When I don't
want to see them, I use print preview. Each paragraph mark is a container
for all of the formatting for the paragraph (50-100 different commands to
the computer screen and printer). Seeing them reminds me that they are
there.
To you and me, a paragraph is a bundled group of sentences with a
common idea or theme. To Word, a paragraph is whatever precedes a
paragraph mark or whatever is between two paragraph marks.
Generally paragraph marks should not be appearing by themselves
because that adds all those extra commands to a file unnecessarily.
Instead, if space is needed there, the space-above format of the following
paragraph should be changed (or the space-below of the preceding
paragraph). Note that using styles for your paragraph formatting rather
than changing the formatting directly reduces the number of commands saved
in the file with each paragraph mark.
See
What do all those funny marks, like the dots between the words in my
document, and the square bullets in the left margin, mean? by
Suzanne Barnhill, MVP and Dave Rado, MVP.
Manual Line Breaks
You can end a line of text without starting a new paragraph using
Shift-Enter. This inserts a manual line break. I use these most often in
numbered lists where I want a new line but not a new number. I also use
them in the reference and cc: lines which are set (in their styles) as
"hanging" paragraphs. Using a line break gives me a properly
indented line without space-before or space-after for these parts of a
letter. Unlike a paragraph mark, a line break doesn't carry any formatting
commands.
Page Breaks (more like line breaks than paragraph marks)
You can end a page (force the start of a new page) using a manual
page break inserted with Ctrl-Enter. Page breaks are very much like line
breaks, they don't start a new paragraph and carry no formatting
information. For purposes of Word, they are contained within the
following paragraph. I can't think of a time when I would want to end a
paragraph of text with a page break rather than a paragraph mark. When
you use a page break to do this, you end up with what looks to you and
me like two separate paragraphs on two separate pages. That's how it
looks on screen and how it prints. What Word sees, though, is a single
paragraph divided by a page break character. Word will treat both
"visual paragraphs" as a single one for purposes of formatting
that paragraph.
Generally when you need to start a new page with certain text, it is
better to format the paragraph for that text with "page break
before" instead of inserting a manual page break. It is even better
if the style for that paragraph has that characteristic built into the
style's definition.
Section Breaks
See Sections - Headers and Footers for more
on these, but briefly, section breaks are super paragraph marks. They
contain the formatting for the preceding paragraph and the preceding
section. The last paragraph mark in a document is also a section break
mark. Section break marks contain the header and footer information for
the preceding section.
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