You are on page 1of 153

i

TABLE OF CONTENTS

Lesson 1 - Introduction to Microsoft Word ...................................................1


Starting Word .................................................................................................2
The Basics of the Word Window ........................................................................3
Menu and Dialog Box Options ...........................................................................4
Change Document Views ..................................................................................5

Lesson 2 – Learning Document Basics ..........................................................7


Creating a New Document ................................................................................7
Saving a Document .........................................................................................8
Opening a Document .......................................................................................9
Selecting a Printer ......................................................................................... 10
Using Print Preview ........................................................................................ 11
Printing a Document ...................................................................................... 11
Exiting Word ................................................................................................. 12

Lesson 3 – Editing a Document ..................................................................13


Editing Basics ............................................................................................... 13
Selecting Text ............................................................................................... 15
Making Multiple Selections .............................................................................. 17
Deleting Text ................................................................................................ 18

Lesson 4 – Cutting, Copying, and Pasting Text ...........................................19


Cutting, Copying, and Pasting ......................................................................... 19
Using Clipboard ............................................................................................. 21

Lesson 5 – Checking Spelling and Grammar ...............................................23


Activating Automatic Spell Check .................................................................... 23
Correcting Misspelled Text .............................................................................. 25
Activating Automatic Grammar Check .............................................................. 26
Correcting Grammar ...................................................................................... 26

Lesson 6 – Paragraph Formatting ..............................................................28


Adjusting Paragraph Alignment ....................................................................... 28
Adjusting Line Spacing ................................................................................... 30
Working with Indents ..................................................................................... 32

Lesson 7 – Text Formatting ........................................................................35


Formatting Text ............................................................................................ 35
Changing Font and Font Size .......................................................................... 36
Changing Character Formatting ....................................................................... 38
Highlighting Text ........................................................................................... 39
Format Painter .............................................................................................. 39

Lesson 8 – Inserting Symbols and Special Characters ................................41


Inserting Symbols ......................................................................................... 41
Inserting Special Characters ........................................................................... 42

Lesson 9 – Page Setup ...............................................................................44


Page Setup’s Margins Tab ............................................................................... 45
Page Setup’s Paper Tab .................................................................................. 45
Page Setup’s Layout Tab ................................................................................ 46
ii
Lesson 10 – Drop Cap .................................................................................47
Inserting Drop Cap ........................................................................................ 47

Lesson 11 – Footnotes and Endnotes .........................................................49


Inserting Footnotes/Endnotes ......................................................................... 49

Lesson 12 – Columns ..................................................................................52


About Columns ............................................................................................. 52
Creating Columns .......................................................................................... 53
Modifying Columns ........................................................................................ 55
Deleting Columns .......................................................................................... 56

Lesson 13 – Using Clip Art ..........................................................................58


Inserting Clip Art ........................................................................................... 58
Moving Clip Art ............................................................................................. 61
Using Text Wrap ........................................................................................... 62
Modifying Clip Art .......................................................................................... 62

Lesson 14 – Working with Images .............................................................63


Adding Images .............................................................................................. 63
Managing Images .......................................................................................... 64
Wrapping Text Options ................................................................................... 65
Picture Options ............................................................................................. 66

Lesson 15 – Drawing Objects .....................................................................68


Drawing Objects ............................................................................................ 68
WordArt Drawing Objects ............................................................................... 70
Arrange and Transform Objects ....................................................................... 71
Create a Group of Objects .............................................................................. 74

Lesson 16 – Borders and Shading ..............................................................76


Adding Borders and Shading: Toolbar Option .................................................... 76
Adding Borders and Shading: Dialog Box Option ............................................... 78

Lesson 17 – Bullets and Numbering ...........................................................82


Using Bulleted Lists ....................................................................................... 82
Using Numbered Lists .................................................................................... 87
Customizing Bulleted and Numbered Lists ........................................................ 91

Lesson 18 – Creating Headers and Footers .................................................97


Creating a Universal Header and Footer ........................................................... 97
Creating a Different First Page Header and Footer ............................................. 98
Creating Odd and Even Page Headers and Footers ............................................. 98
Inserting Auto Text into Headers and Footers ................................................... 99

Lesson 19 – Watermarks ..........................................................................100


Adding Watermarks ..................................................................................... 100
Removing Watermarks ................................................................................. 102

Lesson 20 – Setting Tabs .........................................................................103


Tab Types .................................................................................................. 103
Working with Tabs from the Ruler ................................................................. 104
Working with Tabs from the Tabs Dialog Box .................................................. 105
iii
Lesson 21 – Tables ...................................................................................108
Table Basics ............................................................................................... 108
Navigating and Selecting Within the Table ...................................................... 111
Resizing Table Elements ............................................................................... 113
Formatting Tables ....................................................................................... 117
Adding Borders and Shading ......................................................................... 118
Using the Sort Feature ................................................................................. 121

Lesson 22 – Mail Merge ............................................................................123


The Mail Merge Wizard: An Overview ............................................................. 123
About the Mail Merge Toolbar ....................................................................... 126
Mail Merge Terminology ............................................................................... 128
Working with the Recipient List ..................................................................... 129
Working with the Data Source ....................................................................... 134

Lesson 23 – Applying Breaks ....................................................................139


The Show/Hide button ................................................................................. 139
What is a section break? .............................................................................. 140
Applying Section Break ................................................................................ 140
Changing Page Orientation For a Section ........................................................ 141
Applying Custom Page Numbering ................................................................. 142

Lesson 24 – Table of Contents ..................................................................144


Preparing for a Table of Contents .................................................................. 144
Inserting a Table of Contents ........................................................................ 145
Updating a Table of Contents ........................................................................ 147

Lesson 25 – Index ....................................................................................148


Marking Index Entries .................................................................................. 148
Creating an Index Table ............................................................................... 149

Sources ....................................................................................................151
iv

Introduction to
Microsoft Word
LESSON 1
+ + + +

In This Lesson:

Starting Word

The Basics of the Word


Microsoft Word is a powerful tool to create professional Window
looking documents. It is currently one of the most commonly
used applications for creating critical documents such as Menu and Dialog Box
reports, letters, business plans, and more for the World Wide Options
Web and for print. The newest version of Word extends this
Change Document Views
tradition by giving users the tools they need to streamline
the process of creating, sharing, reviewing, and publishing + + + +
their important documents. Word makes it easier for users
to discover and use existing functionality and provides
intelligent new ways for users to work with their documents.
Word now also makes it easier for users to share and review
documents with others without changing the way they
currently work.

A key design goal for Microsoft Word was to empower users


to discover and use more of the new and existing
functionality in the application. When the functionality is
easier to discover and use, users can gain the confidence to
try new things and ultimately create more effective reports,
business plans, and more. This goal is achieved through new
tools such as Task Panes and Smart Tags that are shared
throughout the Microsoft Office suite, as well as through
improved technology for working with formatting, styles,
bullets, and more.
Lesson 1 - Introduction to Microsoft Word 2

Starting Word
To start Microsoft Word:

1. Click the Start button on the Windows taskbar. This opens the Windows Start
menu.
2. Point to All Programs, and then select (click) Microsoft Word.

Microsoft Word opens, displaying a new, blank document.

OR

Click on Start --> Programs --> Microsoft Word

Building skills for success


Lesson 1 - Introduction to Microsoft Word 3

You can also start Word using various shortcuts to the program. The
Microsoft Word shortcut icon may appear in the top left of the Start
menu (as in the picture above), in the Windows taskbar, and on the
desktop.

The Basics of the Word Window


Let's briefly review the basic parts of the Word XP window before we move onto word
processing.

Building skills for success


Lesson 1 - Introduction to Microsoft Word 4

Shown in the previous page is the Microsoft Word default window. When Word is
launched, a new blank document, or default window, opens in Print Layout view.
Although window elements are fully explained in our Windows course, here is a brief
explanation of the Word window.

Title bar
Displays the document name followed by a program name.
Menu bar
Contains a list of options to manage and customize documents.
Standard toolbar
Contains shortcut buttons for the most popular commands.
Formatting toolbar
Contains buttons used for formatting.
Ruler
Used to set margins, indents, and tabs.
Insertion Point
The location where the next character appears.
End-of-document marker
Indicates the end of the document.
Help
Provides quick access to Help topics.
Scroll bars
Used to view parts of the document.
Status bar
Displays position of the insertion point and working mode buttons.
Task Pane
Provides easy access to commonly used menus, buttons and tools.
View Buttons
Changes the layout view of the document to normal view, web layout view, print
layout view, or outline view.
Office Assistant
Links to the Microsoft Office Help feature.

Menu & Dialog Box Options


All the commands you use to create, edit, save, and print a document are found in
Microsoft Word’s menu bar, located at the top of the window.

Each menu groups together related commands, sometimes using submenus to further
group commands:

• File menu – Create, open, save, print, and close documents.


• Edit menu – Perform editing functions on your document, including copying,
cutting, and pasting text and objects, moving to various points in the document,
and undoing and redoing actions.

Building skills for success


Lesson 1 - Introduction to Microsoft Word 5

• View menu – Change the document’s display size and style.


• Insert menu – Insert objects into your documents, including graphics, page
numbers and other fields, symbols, AutoText, and hyperlinks.
• Format menu – Apply formatting to the text and objects in your documents.
• Tools menu – Use Word’s tools, such as the spell and grammar checker, macro
recorder, and track changes, and set your Microsoft Word preferences.
• Table menu – Insert and format tables.
• Window menu – Work with multiple open document windows.
• Help menu – Access Microsoft Word’s online help.

Change Document Views


Microsoft Word provides 4 document views, which you can choose from the View menu:

• Normal view displays the text and objects you insert, as well as page and
section breaks, and natural page breaks (indicated by dotted lines). However, the
layout of the page is not displayed—page numbers are not shown, for example,
and any text-wrapping you’ve applied to objects does not appear.
• Web Layout view displays the document as a web page, including any graphics,
text-wrapping, and backgrounds you’ve applied.
• Print Layout view displays the document as it will be printed. Each page is
shown in its entirety, including any white space at the bottom, as well as headers
and footers, page numbers, and text-wrapping.
• Outline view displays the structure of the document, allowing you to reorganize
text by dragging and dropping headings. You can collapse and expand the
document depending on whether you want to view only headings or all the text.

The View Buttons

To quickly change between document views in Word, use the View buttons at the
bottom left corner of the window:

• Click to switch to Normal view.


• Click to switch to Web Layout view.

Building skills for success


Lesson 1 - Introduction to Microsoft Word 6

• Click to switch to Print Layout view.


• Click to switch to Outline view.

Building skills for success


Learning
Document Basics
LESSON 2
+ + + +

In This Lesson:

Creating a New Document

Saving a Document
Once you have opened Word, you will be ready to create
your document. The blank screen is like the blank piece of Opening a Document
paper. The following instructions will guide you through
creating a basic document with Word XP including saving, Selecting a Printer
opening, printing, and exiting.
Using Print Preview

Printing a Document
Creating a New Document Exiting Word

You can either create a new document by using the menu + + + +


option or the toolbar option. The menu option gives you
more options while choosing your new document. However,
the toolbar is a faster and easier way of getting a blank
document on your screen.

Creating a New Document: Menu Option

1. From the File menu, select New...


The New Document task pane appears.
2. From the New section, click BLANK
DOCUMENT
A new document appears.

Creating a New Document: Toolbar Option

1. From the Standard toolbar, click NEW BLANK


DOCUMENT
A new document appears.
Lesson 2 – Learning Document Basics 8

Saving a Document
The Save and Save As commands are located under the File menu. If you are saving a
document for the first time, either selection will take you to the Save As dialog box.

Saving a Document: Save As

To save and name your document or to save a copy of your document under another name:

1. From the File menu, select Save As...


The Save As dialog box appears.

2. From the Save in pull-down list, make the appropriate selection:


To save to your disk, select 3½ Floppy (A:)
To save to your hard drive, select (C:)
To save to a network drive, select appropriate option

Your personal home directory is generally My Documents.


For a quicker way to view files, select appropriate icons on the left
side of the Save As dialog box.

3. In the File name text box, type the document name

Building skills for success


Lesson 2 – Learning Document Basics 9

To help you locate the file in the future, use a descriptive filename.
Do not give the file an extension. Word will automatically add a
.doc extension.

4. To save the document, click SAVE

Saving a Document: Save

Use the Save command to save a document that has already been named and saved. If you
select the Save command and you have not saved the document before, you will see the Save
As dialog box. Use the Save command to save the changes you make to the original document.

To save a document through a menu:

1. From the File menu, select Save


Word will automatically save your document where you previously chose.

To save a document through a button:

1. From the Standard toolbar, click SAVE


Word will automatically save your document where you previously chose.

Opening a Document
Follow these instructions if you have already created a document or if you want to open a
document already created in Word.

1. Open Word
2. From the File menu, select Open…

OR
From the Standard toolbar, click OPEN

OR

On the keyboard, press [Ctrl]+[O]


The Open dialog box appears.

Building skills for success


Lesson 2 – Learning Document Basics 10
3. From the Look in pull-down list, make the appropriate selection

For options, refer to step 3 of Using Save As.


If necessary, scroll through the directories and click to open the
directory that contains your file.

4. To select the document, click the name of the document you want to open

Word limits the files listed to Word documents with a .doc extension. If
the file you want is not listed, the extension may be something other
than .doc. To view all files, from the Files of type pull down list, select
All Files.

5. To open the file, click OPEN

Selecting a Printer
In order to print any document, a printer must be selected. These instructions will show you
how to select a printer and set a default printer which will remain the selected printer every
time you print.

1. From the File menu, select Print...


The Print dialog box appears.
2. From the Name pull-down list, select the printer you wish to use
Your printer is selected.

To set a default printer:

To make selecting a printer from the Print dialog box easier, simply set a default printer that
will automatically be used every time you print.

1. From the Start menu, select Settings » Printers


2. Right click the printer you would like to set as default » select Set as Default Printer
Your default printer is selected.

Building skills for success


Lesson 2 – Learning Document Basics 11

Using Print Preview


The Print Preview feature is useful for viewing your document prior to printing. You can verify
that the page breaks are okay and that there are not any extra pages in your document. You
can print directly from the Print Preview screen.

1. From the File menu, select Print Preview

OR

On the Standard toolbar, click PRINT PREVIEW


2. OPTIONAL: To print from Print Preview, on the Print Preview toolbar, click PRINT
3. To return to your document, on the Print Preview toolbar, click CLOSE

Printing a Document
The general steps to printing an open document are as follows:

Printing a Document: Menu Option

1. From the File menu, select Print…

The Print dialog box will appear.

2. In the Page range and Copies sections, make the changes in the range of pages you want
to print and/or the number of copies you want
3. To print your document, click OK

Printing a Document: Toolbar Option

1. From the Standard toolbar, click PRINT

When you use the toolbar option, all pages of your document will be
printed. This print process does not take you through the Print dialog
box.

Building skills for success


Lesson 2 – Learning Document Basics 12

Exiting Word
When you are done working with your document and would like to take it off the screen, you
have two options, depending on whether you would like to start another Word document or
exit Word. If you are finished using Word for the day, be sure to select the Exit command.

To close the saved document and begin another document in Word:

1. From the File menu, select Close


2. Open another document or create a new document in Word

To close the saved document and exit Word:

1. From the File menu, select Exit


If you have made changes that have not been saved, a dialog box may appear asking you
if you want to save the document.
2. To save the document, click YES

To close without saving, click NO


To continue working, click CANCEL

Building skills for success


Editing a
Document
LESSON 3
+ + + +

In This Lesson:

Editing Basics

Selecting Text
Once you have created a Word document and typed in some
text, you may want to edit your work by adding, moving, or Making Multiple Selections
deleting text. This document covers the Undo command and
the basic editing functions of selecting, moving, and deleting Deleting Text
text.
+ + + +

Editing Basics

Insertion Point and Cursor

The blinking vertical line located in the window is the


insertion point. Keyed text will appear to the left of the
insertion point as you type.

If you move the mouse, it is the pointer that moves on


screen. The pointer can appear in several ways. Four of the
most common are discussed here.

When it is moved over the page, it looks like an I-


beam. The insertion point will be placed to the left
of the I-beam cursor when you click the mouse
button.

When you move it over specific formatting areas


the following icons will appear under the cursor:
align left, align right, center, left indent, left text
wrap, and right text wrap. Text to be typed will
appear in the format to the corresponding icon.
Lesson 3 – Editing a Document 14

When the pointer moves over the Menu bar or the


toolbars, it takes the shape of an arrow pointing
up and to the left. Clicking the mouse button once
over a button or menu option will select that
option.

When the pointer is moved past the left margin of


the text on the page, it takes the shape of an
arrow pointing up and to the right. Clicking the
mouse button at this point will select that line of
text. You can also double click to select the entire
paragraph.

Typing Features

As you start on your document, you should be aware of some functions in Word that make
writing easier:

Word Microsoft Word wraps text at the end of each line and
Wrap continues on the next line; you do not have to press the
[Enter] or [return] keys as on a typewriter.

Delete The [Backspace] key will move the cursor to the left one
Character space at a time, eliminating text or space. The [Delete] key
will move the cursor to the right one space at a time,
eliminating text or space.

Arrow The arrow keys move the cursor up or down one line at a
Keys time and left or right one space at a time. The arrow keys do
not delete; they allow you to position the cursor exactly
where you want it. This is especially helpful if you have to
add something to your document.

Using the Undo Command

If text was accidentally deleted or if there was some type of editing mistake, you may be able
to reverse the last action using the Undo command. If your last action cannot be reversed, the
option will read Cannot Undo.

Using the Undo Command: Keyboard Option

1. Press [Ctrl] + [Z]

Using the Undo Command: Menu Option

1. From the Edit menu, select Undo

Building skills for success


Lesson 3 – Editing a Document 15
The Undo menu option will read Undo Typing or Undo Formatting, or Undo X (where X
represents your last action).

Using the Undo Command: Toolbar Option

1. From the Standard toolbar, click the next to the UNDO button

2. From the list which appears, select the action(s) you would like to undo

Use the scroll bar to locate the action you would like to undo.

When you undo an action, you also undo all actions above it in the
list.

Selecting Text
Selecting text is a basic editing skill used in Word. You select text for operations such as
deleting and formatting. Once your text is selected, you can also cut, copy, or paste your text;
for more information, refer to Cutting, Copying, and Pasting Text. When you select text, you
indicate to the computer that your next action(s) are meant to affect just what is selected. For

If a block of text is selected, any new text typed will replace the
selected text. If you do this by accident, go immediately to the Edit
menu and select Undo Typing to restore the original text. For
instructions on using the Undo command, see Using the Undo
Command.

example, by selecting text you can change the font and size of only that selected section.

Building skills for success


Lesson 3 – Editing a Document 16
There are several methods you can use to select text. Use whichever option is easiest and
most comfortable for you or use the technique that best fits the task that you want to
accomplish. Keyboard shortcuts can be used in selecting text.

Selecting Text: Lines

1. Move the mouse to the left side of the document until it turns into an arrow
2. To select a single line of text, click the mouse button once
To select multiple lines of text, click and drag

Selecting Text: Specific Areas

1. Use the mouse to move the I-beam to the left of the beginning of the text to be selected
2. Click and hold the mouse button
3. Drag the mouse over the text you want selected
4. Release the mouse button
The selected text will be highlighted.

If the text is near the left margin, it may be easier to start selecting
the last letter and drag it to the first letter.

Selecting Text: Single Words

1. Place the I-beam over the word you want to select


2. Double click the mouse button

Selecting Text: Single Paragraphs

1. Place the I-beam over the paragraph you want to select


2. Triple click the mouse button

Selecting Text: Multiple Paragraphs

1. Place the I-beam at the beginning of the text you want to select
2. Press and hold [Shift]
3. Click at the end of the text you want to select
All text between the two points is selected.

Selecting Text: Entire Document

1. From the Edit menu, select Select All

To deselect text:

1. Click the mouse button anywhere outside of the selected text area

Building skills for success


Lesson 3 – Editing a Document 17

Making Multiple Selections


You can now make multiple, noncontiguous selections of text in your document. This can be
used to format multiple selections at one time.

Making Multiple Selections: Click and Drag

1. Make the initial text selection


2. To make additional selections, press [Ctrl] and click and drag
3. To exclude (drop) one of your selections, while pressing [Ctrl] or [command], click the
selection
4. Format the selected text as desired

Moving Text with Drag-and-Drop

Drag-and-drop is another option for moving a block of text. This option is best for moving text
short distances. Drag-and-drop is done with the mouse and the text never goes to the
Clipboard. As you are dragging the text, a gray insertion point appears. When you let go of the
mouse button, the text will drop wherever the insertion point is. As you are becoming
comfortable with drag-and-drop, remember the Undo command.

To move text with drag-and-drop:

1. Select the text that you wish to move


2. Click on the text and hold the mouse button
3. Drag the text to the desired location

The insertion line will indicate where the text will be dropped.

4. To drop the text, release the mouse button.

If you dropped the text in the wrong spot, use the Undo command.

To copy text with drag-and-drop:

1. Select the text that you wish to copy


2. Press and hold the [Ctrl] key
3. Click on the text and hold the mouse button
4. Drag the text to the desired location

The insertion line will indicate where the text will be dropped.

Building skills for success


Lesson 3 – Editing a Document 18
5. To drop the text, release the mouse button

Deleting Text
You can delete anything from a few characters to several pages of text. You can also restore
deleted text using the Undo command.

If you released the copied text in the wrong spot, use the Undo
command.

Deleting Text: Characters

1. Place the insertion point to the right of the text you want to delete
2. Press [Backspace]

Deleting Text: Type Over

1. Select the text you wish to type over


2. Begin typing

The selected text will disappear and be replaced with what you type.

Deleting Text: A Line or Block of Text

1. Select the text that you wish to delete


2. Press [Backspace]

To retrieve deleted text:

1. From the Edit menu, select Undo Typing

You can also use the UNDO button on the Standard toolbar to undo
your typing. For more information on using the Undo command, refer
to Using the Undo Command.

Building skills for success


Cutting, Copying,
and Pasting Text
LESSON 4
+ + + +

In This Lesson:

Cutting, Copying, and


Pasting
Cutting, copying, and pasting are convenient ways of having Using the Clipboard
control over your text. Once you cut or copy your text it will
be saved onto what is called a Clipboard. In order to paste + + + +
any of the cut or copied text, you must use the paste option
or select the text from the Clipboard. The following
instructions will show you how to use the Clipboard to cut,
copy, and paste text.

Cutting, Copying, and Pasting


These commands are used to rearrange paragraphs,
sentences, or words in your document with ease. Before you
cut, copy, and paste your text, the text must be selected.
Cut or copied text is saved to the Clipboard (a special
storage area) to be pasted elsewhere in your document. The
difference between Cut and Copy is that cut text is removed,
while copied text is simply copied; it remains in its original
location while a copy or "picture" of it goes onto the
Clipboard.

Text can be pasted within the same document or into


different documents.

You may cut or copy as little as a character of text or as


much as an entire document.
Lesson 4 – Cutting, Copying, and Pasting Text 20

Cutting and Pasting

Cut text is removed from its original location and placed on the Clipboard to be pasted. Up to
24 items can be stored on to the Clipboard. For instruction on how to use the Clipboard, see
Using the Clipboard.

1. Select the text that you wish to move


2. From the Edit menu, select Cut

OR

From the Standard toolbar, click CUT

OR

Press [Ctrl]+[X]

The text will be removed from your document and temporarily stored on the Clipboard.

3. Use the mouse or arrow keys to place the cursor in the location where you would like to
move the text
4. From the Edit menu, select Paste

OR

From the Standard toolbar, click PASTE

OR

Press [Ctrl]+[V]

OR

From the Clipboard task pane, click the item you want pasted

Copying and Pasting

Copied text is not removed from its original position; a duplicate copy of the selected text is
placed on the Clipboard. Up to 24 items can be copied and saved onto the Clipboard. For
instruction on how to use the Clipboard, see Using the Clipboard.

1. Select the text that you wish to copy


2. To copy the text, from the Edit menu, select Copy

OR

From the Standard toolbar, click COPY

OR

Press [Ctrl]+[C]

A copy of the selected text will be placed on the Clipboard.

Building skills for success


Lesson 4 – Cutting, Copying, and Pasting Text 21
3. Use the mouse or arrow keys to place the cursor where you would like to insert the copied
text
4. To paste the text, from the Edit menu, select Paste

OR

From the Standard toolbar, click the PASTE button

OR

Press [Ctrl]+[V]

OR

From the Clipboard task pane, click the item you want pasted.

Using the Clipboard


The Clipboard is a feature that holds cut or copied items before pasting. Every Office XP
program uses the same Clipboard, which is housed in a task pane. The Clipboard holds 24
items. Once the item(s) is cut or copied it is automatically saved into the Clipboard. Any time
while you are using Word XP, you are able to select the item(s) in the Clipboard and paste it
onto your document.

Information on the Clipboard can be pasted multiple times. When the


Clipboard contains 24 items and another item is cut or copied, the
oldest item on the Clipboard will be deleted.

To view the Clipboard:

1. From the View menu, select Task Pane


2. From the pull-down list on top of the task pane, select Clipboard

The Clipboard task pane appears.

Building skills for success


Lesson 4 – Cutting, Copying, and Pasting Text 22

To select items from the Clipboard:

1. Place your cursor where you want pasted text to appear


2. From the Clipboard task pane, click the text that you wish to paste into your document
The text is pasted into the document.

To clear individual items from the Clipboard:

1. Move the pointer over the item on the Clipboard that you want deleted
2. Click the arrow next to the item
3. Select Delete

To clear all items from the Clipboard:

On the Clipboard, click CLEAR ALL

All items on the Clipboard will be erased.

Building skills for success


Checking Spelling
and Grammar
LESSON 5
+ + + 4
+

In This Lesson:

Activating Automatic Spell


Check
Not only does Word allow you to Undo possible mistakes in Correcting Misspelled Text
your document and Paste corrections, it also automatically
reviews your grammar and spelling as you type. Green wavy Activating Automatic
lines are placed underneath possible grammar mistakes and Grammar Check
a red wavy line under possible spelling mistakes. All of
Word's grammar and spelling errors may not be correct, so Correcting Grammar
you can choose to ignore these error markings and keep + + + +
typing, or you can correct the mistakes and/or add the
corrections to Word's dictionary.

Activating Automatic Spell Check


By default, Spell Check is automatically on whenever Word is
open. Spell Check may be turned off by setting the
preferences. When this feature is off, Spell Check will not
check through your document while you type. You can easily
turn this feature on through the Preferences dialog box. You
can also spell check a document after you are finished
typing.

1. From the Tools menu, select Options...


The Options dialog box appears.
2. Select the Spelling & Grammar tab
3. Under Spelling, select Check spelling as you
type
4. Click OK
Misspelled words will appear with a red
underline.
Lesson 5 – Checking Spelling and Grammar 24

Correcting Misspelled Text


When the dictionary recognizes a word as misspelled, it will underline the word with a red
wavy line. Word allows you to correct your misspelled text through the Quick menu or through
a dialog box. For words that are often misspelled or mistyped, you may use AutoCorrect to
automatically correct the mistakes as they are typed.

Correcting Misspelled Text: Quick Menu Option

If you click on the suspected misspelling, Word gives you one or more suggested corrections.

1. Place your I-Beam over the misspelled word and right-click.


2. A menu list displays the following options: boldfaced suggested spellings, Ignore, Add to
Dictionary, AutoCorrect, Language or Spelling.
3. Select the boldfaced suggestion to replace the incorrectly spelled word in the document.
4. Select Ignore, and Word ignores all future instances of this spelling in this document.
5. Select Add to Dictionary, and Word adds the underlined word to the dictionary so it won't
be flagged as an error in any other document you create.
6. Select AutoCorrect to add the correct spelling to your list of words that Word automatically
corrects as you type.
7. Select Language to specify a word as part of another language, preventing Word from
seeing this word as a mistake.
8. If you select spelling, the Spelling and Grammar dialog box appears.

Building skills for success


Lesson 5 – Checking Spelling and Grammar 25
Correcting Misspelled Text: Dialog Box Option

Using the dialog box is a little more time consuming, but can give you more options for
changing the misspelled word.

1. From the Tools menu, select Spelling and Grammar...

OR

Click the SPELLING AND GRAMMAR button

OR

Press [F7]

The Spelling and Grammar dialog box appears.

2. Make the desired selection

The options for the dialog box include all the options from the Quick
menu plus the options described in the following table.

Dialog Box Option Action

Change Changes the word to the selected suggestion.

Change All Changes all identical misspellings to the selected suggestion.

AutoCorrect Changes the word in the current document and continues to


make corrections in subsequent documents as you type
them.

Building skills for success


Lesson 5 – Checking Spelling and Grammar 26

9. When it is finished, a dialog box appears. Click OK.

Activating Automatic Grammar Check


Grammar Check can work simultaneously to check for errors in a document or it can be
completed once you are finished with a document.

1. From the Tools menu, select Options...


The Options dialog box appears.
2. Select the Spelling & Grammar tab
3. Under Grammar, select Check grammar as you type
4. Click OK

Correcting Grammar
When Grammar Check finds a sentence which appears to have improper grammar, it will
underline the error with a green wavy line. Word allows you to modify your error through the
Quick menu or through a dialog box. If it is an error that does not have a clear solution, Word
will display the grammatical rule which is being violated.

Correcting Grammar: Quick Menu Option

1. Right click the grammatical error » select the appropriate solution or Ignore Once

Correcting Grammar: Dialog Box Option

For more extensive editing, it may be easier to use the dialog box.

1. From the Tools menu, select Spelling and Grammar...

2. The Spelling and Grammar dialog box appears.

Building skills for success


Lesson 5 – Checking Spelling and Grammar 27

The options function identically to those of the Quick menu with the addition of the IGNORE
RULE button, which ignores all the errors due to the current grammatical rule displayed.

3. Make desired selection

When Grammar Check is finished, a dialog box appears.

4. Click OK.

Building skills for success


Paragraph
Formatting
LESSON 6
+ + + +

In This Lesson:

Adjusting Paragraph
Alignment
This lesson will help you to use paragraph formatting options Adjusting Line Spacing
to achieve the look that you want for your document.
Working with Indents

+ + + +

Adjusting Paragraph Alignment


Word paragraphs can be aligned with the left or right
margin, centered between the two margins, or justified. To
adjust alignment, use the Paragraph dialog box, the
Formatting toolbar, or the keyboard. Instructions for all
three methods follow.

Adjusting Paragraph Alignment: Paragraph Dialog Box

1. Select the paragraph(s) you want to adjust


2. From the Format menu, select Paragraph…
The Paragraph dialog box appears.
3. Select the Indents and Spacing tab
4. From the Alignment pull-down list, select the
desired option
5. Click OK

Adjusting Paragraph Alignment: Formatting Toolbar

To display the Formatting toolbar:

From the View menu, select Toolbars » Formatting


The Formatting toolbar appears.
Lesson 6 – Paragraph Formatting 29

Align Text Using the Alignment Buttons:

• Select the text you want to align.


• Click the Align Left, Center, Align Right, or Justify button on the Formatting toolbar.

Aligning Text

Below you will view examples of text that are aligned using the left, right, center, and justified
alignment buttons.

Building skills for success


Lesson 6 – Paragraph Formatting 30

Adjusting Paragraph Alignment: Keyboard

1. Select the paragraph(s) you want to adjust


2. Press the appropriate keyboard shortcut

Alignment Shortcut

Left [Ctrl] + [L]

Center [Ctrl] + [E]

Right [Ctrl] + [R]

Justify [Ctrl] + [J]

Adjusting Line Spacing


Instead of pressing extra returns at the end of each line of text, you can add space between
lines by adjusting the line spacing. This is a much more efficient way of adding white space
and your editing will be easier.

To Format Line Spacing:

1. Select the text you want to format.


2. Choose Reveal Formatting on the Task Pane and click on any of the blue links under the
Paragraph heading.

OR

1. Click Format on the menu bar.


2. Select Paragraph. The Paragraph dialog box appears.
3. Click on the Indents and Spacing tab.
4. In the Line spacing drop down menu, you may select single, 1.5, or double spacing. The
default is single spacing.
5. Click OK.

OR

1. Select the text you want to format.


2. Click on the Line Spacing button on the Formatting Menu.
3. Select an option from the drop-down menu.

Building skills for success


Lesson 6 – Paragraph Formatting 31

Paragraph Dialog Box

1. Place your insertion point in the paragraph


2. From the Format menu, select Paragraph…

Building skills for success


Lesson 6 – Paragraph Formatting 32

The Paragraph dialog box appears.

3. Select the Indents and Spacing tab


4. In the Spacing section, from the Line spacing pull-down list, make the desired selection
Options include Single, 1.5 lines, Double, At least, Exactly, and Multiple.
The At least, Exactly, and Multiple options require that you enter the amount of space
between lines in the At text box.
5. Click OK

When you make a line spacing change, it affects only the text in a
paragraph that contains the insertion point.

Working with Indents


Rather than tabbing in the first line or every line of a paragraph, you can create an indent, an
amount of space between the text and the page margin. You can adjust the indent for an
individual paragraph, the indent for a group of paragraphs, or the margins for the entire
document.

Building skills for success


Lesson 6 – Paragraph Formatting 33

Word offers three types of indents: normal indents, first line indents, and hanging indents. A
normal indent inserts a specified amount of space between the page margin and all the lines
in a paragraph. A first line indent inserts space between the first line and the page margin so
it looks like you used a tab. A hanging indent uses a normal indent for the first line and then
moves subsequent lines farther to the right.

Paragraph indents can be set using the Paragraph dialog box or the Ruler.

Working with Indents: Paragraph Dialog Box

1. Place your insertion point in the paragraph you want to adjust

If you are adjusting more than one paragraph, select all the
paragraphs you want.

From the Format menu, select Paragraph…


The Paragraph dialog box appears.

2. Select the Indents and Spacing tab


3. In the Indentation section, in the Left and Right text boxes, type the desired
measurements (in inches)
4. If you want a different indent for the first line, from the Special pull-down list, select First
line or Hanging
5. If you selected a first line or hanging indent, in the By text box, type the amount of space
for the indent
The amount of space is measured in inches.
6. Click OK

Working with Indents: Ruler

Instead of using the Paragraph dialog box, you can make indent adjustments using the Ruler.
Shown here is a graphic of the Ruler.

Building skills for success


Lesson 6 – Paragraph Formatting 34

Tab Appearance of Appearance of


Type the Ruler the Text

Normal A Normal Indent


Indent looks like this

Hanging A Hanging
Indent Indent
looks like this

First A First Line


Line Indent
Indent looks like this

To set the indent:

1. If the Ruler is not displayed, from the View menu, select Ruler
2. Place your insertion point in the paragraph you want to adjust

If you are adjusting more than one paragraph, select all the
paragraphs you want.

For information on the different types of indents, see the introduction


of Working with Indents.

3. Click and drag the appropriate indent button to the desired location

Building skills for success


Text Formatting
LESSON 7
+ + + +

In This Lesson:

Formatting Text

Changing Font and Font Size


You can format the text in your Word documents by
changing the font style, size, color, character formatting, Changing Character
and text alignment. This document provides instructions for Formatting
many different formatting options, such as experimenting
with different fonts, boldfacing, and italicizing; these +
Highlighting
+ + Text
+
formatting options can give your document a unique look.
Format Painter

+ + + +

Formatting Text
Some rules to remember when formatting your text include
the following:

• If you
• know
If youwhat knowformatting
what formatting
optionsoptions
you want,
youyouwant,
can enable
you canthemenablebeforethem
you type.
beforeAfteryou you
type.finish
After
typing the
you section,
finish typing
you can
the disable
section,them.you can disable
• When formatting
them. text that is already typed into the
document,
• When theformatting
first step text
is to that
select is it.
already
Only selected
typed
text willinto
taketheondocument,
the formatthethatfirst
you step
areisapplying.
to select it.
• Using too
Only many
selected
fonts,text
sizes,
willand
takeother
on theformatting
format thatin
one document
you are will applying.
usuallyFor
cause
instructions,
it to look see
cluttered; a
documentSelecting
with too Text
much
in Editing
formatting
a Document.
may also be hard
to read.
• UsingTry to toolimit
many
yourself
fonts,tosizes,
no more and other
than two or
three fonts,
formatting
sizes, inandone
formats
documentper document.
will usually cause
• Once theit totext
lookis formatted,
cluttered; adeselect
document thewith
texttoo
by much
clickingformatting
away frommay the text
also or
be pressing
hard to read.an arrow
Try to
key.
Selectedlimit
textyourself
is vulnerable
to no more
and may thanbe two
deleted
or three
or
changed unintentionally!
fonts, sizes, and formats per document.
• Once the text is formatted, deselect the text
by clicking away from the text or pressing an
arrow key. Selected text is vulnerable and
may be deleted or changed unintentionally!
Lesson 7 – Text Formatting 36

Changing Font and Font Size


Word allows you to change the font or font size through the use of the Formatting toolbar or
Font dialog box. The toolbar option is an easier and faster way of changing the look of your
text. However, the dialog box gives you more options for modifying your text and allows you
to preview your text through the Preview box.

Changing Font and Font Size: Toolbar Option

1. Select the text you want to alter


2. From the Formatting toolbar, from the Font pull-down list, select the desired font

3. From the Font Size pull-down list, select the desired font size

Changing Font and Font Size: Menu Option

1. Select the text you want to alter


2. From the Format menu, select Font…

The Font dialog box will appear.

A sample of the selected font will appear in the Preview section.

Building skills for success


Lesson 7 – Text Formatting 37

3. In the Font text box, type the font name

OR

From the Font scroll box, select the desired font

4. In the Size text box, type the desired size

OR

From the Size scroll box, select the desired size

5. In the Effects section, click to mark any desired additional font effects (e.g., small caps,
superscript, subscript)
6. When finished, click OK

Building skills for success


Lesson 7 – Text Formatting 38

Changing Character Formatting


Word allows you to format text characters using the toolbar, menu, or keyboard options. The
toolbar and keyboard options are faster; however, the menu option allows more room for
modification. Some of the styles you can apply are boldface, italics, underlining, shadow,
superscript or subscript, single or double strikethrough, small or all caps, and color.

Changing Character Formatting: Toolbar Option

1. Select the text you want to alter


2. From the Formatting toolbar, click one or more of the appropriate formatting buttons

To clear character formatting, select the text and click the formatting
button a second time.

Changing Character Formatting: Menu Option

1. Select the text you want to alter


2. From the Format menu, select Font…
The Font dialog box will appear.
3. In the Font style text box, type the desired style

OR

From the Font style scroll box, select the desired style

4. If needed, in the Effects section, select a format (e.g., small caps, shadow)
5. When finished, click OK

Changing Character Formatting: Keyboard Option

1. Select the text you want to change


2. Press the appropriate keys:

Enhancement Keystroke

Italics [Ctrl] + [I]

Bold [Ctrl] + [B]

Underline [Ctrl] + [U]

3. To deselect your text, click the mouse button once

Building skills for success


Lesson 7 – Text Formatting 39

Highlighting Text
On the Formatting Toolbar, find the Highlighter icon.

The down triangle indicates a pull-down window with a list of colors. The icon acts as a toggle
switch. Click it on to highlight in the chosen color anything the mouse highlights. Use it
anytime during typing. If a user clicks the highlighter when text is highlighted, that text
becomes highlighted in the chosen color.

Format Painter
The beauty of using an office suite is that commands, terminology, and techniques that you
learn in one program often apply to other programs in the suite. So it is with Microsoft Office
— learn to do something in Word and you’ll probably be able to do it in Excel, PowerPoint,
and Access with little or no learning curve. In this article you will discover the Format Painter,
a tool that lets you copy formatting in one part of a document into another, no matter how
complex.

Office documents may be formatted in a variety of ways. You can select some text and
change their font, size, color, and so on. In Word, you may create and/or use a style and
then apply that style whenever you want. If you are working with tables in Word or Excel,
you can select an AutoFormat and choose from a variety of attractive settings. PowerPoint
lets you pick design templates complete with color schemes, backgrounds, and more. No
matter which program or technique you use, however, a time will come when you just want
text or paragraphs to use the same format in one part of the document as you have in
another part of the document. And that’s where the Format Painter becomes indispensable.

The Format Painter icon:

The Format Painter icon is found on the Standard toolbar looking like a big paintbrush. If you
click it, nothing happens. Instead, Microsoft Word determines and remembers the formatting
in effect wherever the insertion point is located. When you select text in another part of the
document, that formatting is duplicated. In Figure 1, the insertion point is in the word Primo.

Building skills for success


Lesson 7 – Text Formatting 40

The format of the word is unlike the surrounding text — the font, size, attributes, and color
are different. The same word appears in the next paragraph, but its formatting is the same as
the rest of the text.

Figure 1: Unusually formatted word in the first paragraph

To copy the format of the word to its second occurrence, just click the Format Painter icon,
and click on the word Primo in the second paragraph. Voila! Your second word has the same
format as the first, as in Figure 2.

Figure 2: Second occurrence of the word has the same format

To copy formatting to more than one word, select the words after clicking the Format Painter
icon. To copy paragraph formatting, select the paragraph whose format you want to duplicate
first. (Paragraph formatting includes line spacing, tab settings, indentation, bullets,
numbering, and alignment.) Click the Format Painter, then click in the paragraph and all
paragraph formats are copied. Drag to select several paragraphs to format more than one.

You can set the Format Painter icon to allow multiple copying of selected text:

a. select the text with the formatting that you want to copy
b. double-click the Format Painter icon (the paintbrush icon) on the Standard toolbar
c. drag over the text you want to format
d. repeat this action over other sections of text
e. to turn off the Format Painter function, single-click the paintbrush icon again.

Building skills for success


Inserting Symbols
and Special
LESSON 8
Characters
+ + + +

In This Lesson:

Inserting Symbols

Inserting Special Characters


When creating documents, sometimes you need to use a
symbol or character that does not appear on the keyboard. + + + +
These symbols and characters can be accessed through the
Symbol dialog box.

Inserting Symbols
Use the Symbol dialog box to locate symbols, characters
from other languages, arrows, and other characters.
Symbols inserted into documents can then be formatted like
letters or numbers.

1. From the Insert menu, select Symbol...


The Symbol dialog box appears.
2. Select the Symbols tab
Lesson 8 – Inserting Symbols and Special Characters 42

1. Select the appropriate symbol

The available symbols will depend on which fonts you have installed on
your machine. Word comes with pre-installed symbols for you use, but
other fonts such as, Wingdings, will also offer numerous symbol options.

2. Click INSERT
The symbol appears in your document and the CANCEL button changes to the CLOSE
button.
3. To close the Symbol dialog box, click CLOSE

Inserting Special Characters


Special Characters, like Symbols, do not appear on the keyboard; however, some have more
functionally than Symbols. For example, the nonbreaking hyphen appears like any other
hyphen, but the words that it separates will always remain on the same like (i.e., they won't
break).

1. From the Insert menu, select Symbol...


The Symbol dialog box appears.
2. Select the Special Characters tab

3. From the Character listing, select appropriate character

Building skills for success


Lesson 8 – Inserting Symbols and Special Characters 43

4. Click INSERT
The special character appears in your document and the CANCEL button changes to the
CLOSE button.
5. To close the Symbol dialog box, click CLOSE

Building skills for success


Page Setup
LESSON 9
+ + + +

In This Lesson:

Page Setup’s Margins tab

Page Setup’s Paper tab


Before printing your files, you may want to use the Page
Setup feature to define your page margins, paper size, Page Setup Layout tab
and page orientation among other things.
+ + + +

To open Page Setup:

• Choose File Page Setup from the menu bar.


• The Page Setup dialog box appears. Page Setup
appears slightly differently in each of the Office
programs. Word XP's Page Setup dialog box is
pictured below.
Lesson 9 – Page Setup 45

Page Setup's Margins tab


• Click the Top, Bottom, Left, or Right boxes to define the margins.
• To define page orientation, click the Portrait (prints text so the page is taller than it is
wide) or Landscape (prints text so the page is wider than it is tall) option.
• Use the Multiple pages drop down box to determine how many pages you want to print
on each page and other margin options.
• Preview will show you a thumbnail view of how your document will appear when printed.

Page Setup's Paper tab


• Click the Paper tab and click the Paper Size list box to define the paper size. Use the
Width and Height boxes to set a specific paper size.
• Use the Paper source section to determine what paper source you're using.
• Preview will show you a thumbnail view of how your document will appear when printed.
• The Print Options button gives you more printing options.

Building skills for success


Lesson 9 – Page Setup 46

Page Setup's Layout tab


• Use Sections to vary the layout of a file within a page or between pages by inserting section
breaks to divide the document into sections. Then, format the section the way you wish.
• Headers and Footers are in the top and bottom margins or each page in a file. You can insert
text or graphics in headers and footers. Use this section to adjust header and footer layout.
• Preview will show you a thumbnail view of how your document will appear when printed.
• The Line Numbers button opens the Line Numbers dialog box, allowing you to add and
position line numbering.
• The Borders button opens the Borders and Shading dialog box, allowing you to add and
customize borders, page borders, and shading.
• The Default button allows you to change the default setting for Page Setup.
• Click OK when you've made necessary changes.

Building skills for success


Drop Cap
LESSON 10
+ + + +

In This Lesson:

Inserting Drop Cap

+ + + +
One of the ways word processors changed the world was to
introduce all kinds of fancy formatting features formerly
reserved only for the professionals. One example of this
once out-of-reach formatting is the drop cap, a large letter
inserted at the beginning of the paragraph. Inserting drop
caps in Word XP is a cinch.

Inserting Drop Cap

1. Click the paragraph you want to start with a drop


cap.
Lesson 10 – Drop Cap 48

2. On the Format menu, click Drop Cap to display the Drop Cap dialog box.
3. Click Dropped if you want the document text to wrap around the drop cap, or In margin
if you want the drop cap to appear in the margin and to the left of the text.
4. Make any necessary adjustments to the font, number of lines to drop, and the drop cap's
distance from text in the Options area.
5. Click OK.

Building skills for success


Footnotes and
Endnotes
LESSON 11
+ + + +

In This Lesson:

Inserting Footnotes/Endnotes

+ + + +
Footnotes and endnotes contain supplemental information
that’s referenced in the body of the document. Footnotes
appear at the bottom of the page containing the reference,
while endnotes appear together at the end of the document.

When you insert a footnote or endnote, you actually insert


the reference—a number or symbol—into the body of your
text. Once you insert the reference, Word jumps to the
location of your reference text, so you can enter it. When
you use reference numbers (rather than symbols), Word
automatically updates the numbering as you insert new
references. The references always remain linked to their
corresponding text.

Inserting Footnotes/Endnotes
When there is a need to create a footnote/endnote, make
sure you have your cursor in the correct place to add the
subscript. Click on the insert pull-down menu, then click on
reference and then click on footnotes.
Lesson 11 – Footnotes and Endnotes 50

You will then see a footnote and endnote box. The features of this box are simple. Choose
whether you want a footnote or an endnote. The endnote usually has all of the bibliographic
information at the end of your document. The footnote will (unless you change your
preferences) insert the information at the bottom of each page with the number.

2. Select the Number format from the drop-down list


3. Set the Start at number
4. Choose the Numbering option from the drop-down list
5. Or choose Custom mark if you wish to use a special symbol or mark other than a number.
Click on the Symbol button to open the Symbol Dialog Box (see Inserting Symbols and
Special Characters)
6. Click Insert

To quickly return to your previous position, right-click inside the


reference text and, from the shortcut menu, select Go to Footnote or
Go to Endnote, as appropriate. Word returns the cursor to location of
the reference in the body of your document.

Building skills for success


Lesson 11 – Footnotes and Endnotes 51

You can also use the shortcut menu to convert a footnote to an


endnote, and vice versa. Simply right-click the reference text and
choose the appropriate Convert to option from the menu.

You can view reference text at any time by moving your mouse over
the reference in the body of the text; when you do this, Word displays
the reference text in a popup.

To edit the text, double-click the reference mark, or just move the
cursor to the reference text using your mouse or arrow keys.

To delete a reference, select the reference mark and press Delete on


your keyboard. This removes both the reference mark and the
associated text. Word automatically renumbers the remaining
references in your document.

Building skills for success


Columns
LESSON 12
+ + + +

In This Lesson:

About Columns

Creating Columns
Columns can help to separate sections of your document and
make them look more inviting to read. The length of a line of Modifying Columns
text inside the columns is shortened, therefore making it
easier to read. Columns are a good way to separate sections Deleting Columns
of your document on one page. For example, when creating
a newsletter or bulletin, columns will give a more + + + +
professional look. The following instructions show you how to
create, modify, and delete columns in your document.

About Columns
By creating columns, you are creating a separate section in
your document. Therefore, any formatting changes such as
margins, indents, or headers and footers that you make to
the column text affect only the section, not the entire
document.

You can create columns before or after you start typing. You
can create columns on your entire document or on selected
text only. How you accomplish this depends on your starting
point:

• If you choose to impose columns before you


start typing, the text that you type will flow
into columns until you choose to end the
section.
• If you set your cursor within your text, Word
will impose columns in the entire document.
• If you have selected specific text, Word will
apply columns to only that text.
Lesson 12 – Columns 53

Creating Columns
You can create columns which span a single page or the entire document. Using the toolbar to
create columns is quick and easy, whereas the Columns dialog box offers more options for
modification.

To accurately view columns:

1. From the View menu, select Print Layout

Creating Columns: Toolbar Option

Adding columns using the toolbar option is an easy way to put columns into your document. If

COLUMNS is hidden from the Standard toolbar, click MORE BUTTONS on the Standard
toolbar to locate it and add it to the toolbar.

1. Place your insertion point in the document where you want the columns

OR

Select the text to be placed in columns.


2. From the Standard toolbar, click COLUMNS
A submenu appears.

3. To select the number of columns, drag across the number desired

4. Click on desired number of columns

Creating Columns: Dialog Box Option

Using the Columns dialog box gives you more options for modifying columns than using the
toolbar option. With the dialog box, you can adjust the width and spacing of columns. Also, the
dialog box allows you to create up to 45 columns depending on the size of your paper,
however, standard paper allows only 12 columns.

1. Select the text to be formatted into columns

Building skills for success


Lesson 12 – Columns 54

OR

Place cursor within text in document.

2. From the Format menu, select Columns...

The Columns dialog box appears.

3. To select the number of columns, in the Number of columns text box type the appropriate
number

OR

Under Presets, select the appropriate option

Options One, Two, and Three will give you columns with equal width.
Options Left and Right will give you two columns with unequal width.

From the Apply to pull-down list, select the desired option of having columns applied to

Your choices will depend upon whether or not you selected the text or
placed your cursor in the text to create columns.

4. Click OK

Building skills for success


Lesson 12 – Columns 55

Modifying Columns
There are several different options you can use to modify your columns to make them appear
exactly how you want them. The following section provides instructions on how to adjust
column width, add lines, insert column breaks and level column endings.

Adjusting Column Width Using the Ruler Option

Word will not allow you to use this option if Equal column width is
selected in the Column dialog box.
In order to use rulers for width adjustment you must be in Print Layout
(Page Layout) view

1. If necessary, from the View menu, select Print Layout


2. Place the cursor in any column of text
3. Move the cursor over any margin boundary on the ruler so that it turns into a double arrow

4. Click and drag the column boundary for the appropriate column width

The width will be adjusted for the two columns on either side of the
column boundary.

Adjusting Column Width Using the Column Dialog Box

1. Place cursor within any column of text


2. From the Format menu, select Columns...

The Columns dialog box appears.

3. To create columns of unequal width, make sure that Equal column width is not selected
4. Under Width and spacing, type values for the column attributes you want to change

Building skills for success


Lesson 12 – Columns 56

The Width will alter the width of the column and the Spacing will alter
the space between the columns.

5. Click OK

Adding Lines

Adding lines between columns adds creativity and design to your document. You
may want to add lines to your column if your are following a style similar to that
of a newsletter or bulletin. This feature automatically adds lines between all
columns.

1. Place the cursor within the column text


2. From the Format menu, select Columns...

The Columns dialog box appears.

3. Select Line between


4. Click OK

Deleting Columns
You can choose to delete all columns in a document or only a section of columns. You can
either use the Standard toolbar, which is a quicker way to delete your columns, or you can
choose to use the Columns dialog box.

Deleting Columns: Toolbar Option

To delete all columns in a document:

1. From the Edit menu, select Select All


2. From the Standard toolbar, click COLUMNS

The Columns pull-down list appears.

3. From the pull-down list, drag to select a single column


4. Click with one column selected

To delete columns from a section in a document:

1. Place the cursor in the column which you want deleted


2. From the Standard toolbar, click COLUMNS

Building skills for success


Lesson 12 – Columns 57

The Columns pull-down list appears.

3. From the pull down list, drag to select a single column


4. Click on selected number of columns

Deleting Columns: Dialog Box Option

To delete all columns in a document:

1. From the Edit menu, select Select All


2. From the Format menu, select Columns...

The Columns dialog box appears.

3. Under Presets, select One


4. Click OK

To delete columns from a section in a document:

1. Place the cursor in the column which you want deleted


2. From the Format menu, select Columns...

The Columns dialog box appears.

3. Under Presets, select One


4. Click OK

Building skills for success


Using Clip Art
LESSON 13
+ + + +

In This Lesson:

Inserting Clip Art

Moving Clip Art


Word comes bundled with hundreds of Clip Art images that
are copyright free and available for your personal use. The Using Text Wrap
clip art images that are available through Word cover many
different categories and can really help enhance your pages. Modifying Clip Art

+ + + +

Inserting Clip Art


Inserting free Clip Art in Office XP is easy and can add
creativity to your document.

Inserting Clip Art: Search Option

1. From the Insert menu, select Picture » Clip Art.

The Insert Clip Art task pane appears.


Lesson 13 – Using Clip Art 59

2. In the Search text text box, type keywords related to the Clip Art you desire
3. Click SEARCH

In the Results section, a list of images appears.

4. Double click the image you would like to insert

The Clip Art is now inserted into the document.

5. OPTIONAL: To perform a new search, click MODIFY


6. OPTIONAL: Repeat steps 2-4 as necessary

Inserting Clip Art: Browse Option

1. From the Insert menu, select Picture » Clip Art.

The Insert Clip Art task pane appears.

2. Under the See also section, click CLIP ORGANIZER...

The Microsoft Clip Organizer dialog box appears.

3. In the Collection List section, click the plus sign before Office Collections

A list of Clip Art categories appears.

Building skills for success


Lesson 13 – Using Clip Art 60

4. Select a desired category

A list of Clip Art appears in the right half of the window.

A plus sign indicates subfolders (more specific categories).

5. Move the pointer over the desired piece of Clip Art


6. Click the arrow next to the Clip Art » select Copy

7. Return to the document you are creating by closing Microsoft Clip Organizer
8. From the Edit menu, select Paste

The Clip Art appears in the document

Inserting Clip Art: File Option

1. From the Insert menu, select Picture» From File...

Building skills for success


Lesson 13 – Using Clip Art 61

The Insert Picture dialog box appears.

2. In the Insert Picture dialog box, using the Look in pull-down menu, navigate to the
appropriate drive and/or folder
3. Select the image to be inserted
4. Click INSERT

The image is inserted.

Moving Clip Art


You can easily move Clip Art from one location to another on your page.

Moving Clip Art: Mouse Option

1. Select the Clip Art you wish to move by clicking on it once


2. Drag the Clip Art to the desired location on the page
3. Release the mouse button

The Clip Art is moved to the new location.

If you are not satisfied with the results, on the Toolbar, click UNDO

Moving Clip Art: Menu Option

For more precise positioning, including text wrap options, access the Advanced options:

1. Select the Clip Art


2. From the Format menu, select Picture...

The Format Picture dialog box appears.

3. Select the Layout tab


4. In the Layout tab, click ADVANCED...
5. Choose the Picture Position or Text Wrapping tab as appropriate
6. Make the appropriate changes
7. Click OK
8. Click OK

Using Text Wrap


The text wrap feature allows you several options for positioning your Clip Art image in or
around text.

Building skills for success


Lesson 13 – Using Clip Art 62
Using Text Wrap: Toolbar Option

1. Select the Clip Art image

The Picture toolbar appears.

If the Picture toolbar does not appear, from the View menu, select
Toolbars » Picture.

2. On the Picture toolbar, click the TEXT WRAPPING button

The Text Wrapping pull-down list appears.

3. From the list, select the appropriate Text Wrapping option:

o In Line with Text: the image is placed on the same line as the surrounding text
o Square: text is wrapped squarely around the image
o Tight: text is wrapped closely and completely around the image
o Behind Text: the image is placed behind the text
o In Front of Text: the image is in front of the text, blocking the text from view
o Top and Bottom: the image is placed between lines of text
o Through: text is wrapped closely around the image
o Edit Wrap Points: you can select where you want the text to wrap around the image

4. OPTIONAL: To deselect the Clip Art, click somewhere else in the document

Using Text Wrap: Quick Menu Option

1. Right click the Clip Art » select Format Picture...

The Format Picture dialog box appears.

2. Select the Layout tab


3. In the Wrapping style section, select the appropriate style
4. Click OK

The text is wrapped.

Modifying Clip Art


You can modify Clip Art by using the features on the Drawing toolbar.

1. Select the Clip Art that you want to modify


2. On the Drawing or Picture toolbar, click the appropriate button

Building skills for success


Working with
Images
LESSON 14
+ + + +

In This Lesson:

Adding Images

Managing Images
Adding visual components to your documents can enhance
or reinforce its message. Images from Clip Art collections, Wrapping Text Options
WordArt, the Internet, or scanned images can be added to
your Word documents. Picture Options

+ + + +

Adding Images
Adding images from a variety of sources, including scanned
images, images saved from the Internet, and Clip Art, is
easy in Word XP. Word has an extensive Clip Art Gallery that
provides easy access to images.

1. Click the location where you would like the picture to


appear
2. From the Insert menu, select Picture » From File…

The Insert Picture dialog box will appear.


Lesson 14 – Working with Images 64

3. Locate and select the image file you want to add


4. Click INSERT

The picture appears in the desired location.

Managing Images
Once you have inserted an image into your document, you can easily position or resize it as
needed. You can also control the way text will wrap around a picture.

Resizing an Image

1. Select the image

Boxes called sizing handles will appear around the selected image.

2. Click and hold one of the sizing handles

To keep the image in the same proportions, use one of the corner
handles.

To distort the image, use one of the side handles.

3. Drag the handle until the image is the desired size

You will see an outline of a box indicating the new size of the image.

4. Release the mouse button

The image is now the desired size.

Building skills for success


Lesson 14 – Working with Images 65

Wrapping Text Options


There are three options for wrapping text around an image: the Menu Option, the Mouse
Option, and the Toolbar Option.

Wrapping Text: Menu Option

1. Select the image

2. From the Format menu, select Picture...


The Format Picture dialog box appears.

3. Select the Layout tab

4. Under Wrapping style, select one of the five different wrapping styles

5. Under Horizontal alignment, select the desired alignment

6. Click OK

Wrapping Text: Mouse Option

1. Double click the image

OR

Right click the image » select Format Picture...


.
The Format Picture dialog box appear.

2. Select the Layout tab

3. Under Wrapping style, select one of the five different wrapping styles

4. Under Horizontal alignment, select the desired alignment

5. Click OK

Building skills for success


Lesson 14 – Working with Images 66
Wrapping Text: Toolbar Option

Once you insert an image, the Picture toolbar should automatically appear. If the Picture
toolbar does not appear, see Picture Options.

1. On the Picture toolbar, click TEXT WRAPPING

2. From the submenu, select the desired wrapping option

Positioning an Image

In order to drag images in Word, the Wrapping Style of the image


cannot be In line with text.

drag images in Word, the Wrapping Style of the image cannot be In line with text.

1. Click and hold the center of the image

The mouse arrow will turn into a four-headed arrow when you are able to move the image.

2. Drag the image to the desired location


3. Release the mouse button

The image is now in the desired location.

Picture Options
Once you have inserted a picture into your document, there are options that can enhance the
look of your image. The Picture toolbar lets you change the look of your image by providing
options such as line style, transparency, contrast, changing color, and cropping.

1. From the View menu, select Toolbars » Picture

The Picture toolbar appears.

Building skills for success


Lesson 14 – Working with Images 67

Name of Button: Use it to:

Insert Picture from File Insert another picture

Color Automatic, Grayscale, Black & White, or Watermark

More Contrast Increase color intensity

Less Contrast Decrease color intensity

More Brightness Add white to lighten all colors

Less Brightness Add black to darken the color

Crop Cut the sides of an image

Rotate Left Each click turns the image by 90 degrees to the left

Line Style Customize the border of an image

Compress Pictures Changes the Resolution of your image

Text Wrap Set how text wraps around the image

Format Picture Displays the Format Picture Dialog Box

Use eyedropper to make areas of the picture transparent


Set Transparent Color (mainly for web graphics)

Reset Picture Return picture to original format

Building skills for success


Word Graphics
LESSON 15
+ + + +

In This Lesson:

Drawing Objects

WordArt Drawing Objects


Now that you are comfortable adding and formatting text,
using columns and inserting clip art, images, and others, Arrange and Transform
let's learn to enhance your documents by adding objects and Objects
pictures.
Create a Group of Objects
The Drawing Toolbar offers many options for including
+ + + +
lines, lines with arrows, and many types of shapes into your
document.

Drawing objects include:

1. AutoShapes: including Lines, Curves, and


Textboxes
2. WordArt drawing objects

Drawing Objects

To Draw Lines and Shapes:

• Open the Drawing toolbar by clicking View on


the Menu Bar, Select Toolbars and then
Drawing from the Cascading Menu.

OR

• Right-click on any toolbar and select Drawing.

OR

• Click the Drawing button on the Standard


toolbar.
• The Drawing toolbar will appear.
Lesson 15 – Word Graphics 69

• Choose an AutoShape from the AutoShape drop down menu.

OR

• Click any of the drawing tools in the first group of buttons.

o Line Tool -

o Arrow Tool -

o Rectangle Tool -

o Oval Tool -
• The mouse pointer changes to a crosshair .
• Drag the crosshair from a starting point until the object is the desired size.
• Release the mouse button to end the drawing object and turn off the Drawing tool.

Hold the Shift key down to create straight lines, perfect circles, or
perfect squares.

AutoShapes are inserted (on their own layer) with the In front of text
wrapping style applied.

Building skills for success


Lesson 15 – Word Graphics 70

WordArt Drawing Objects


Also included on the Drawing toolbar is the WordArt Feature. Using WordArt, you can create
text graphics that bend, slant, and appear metallic or wooden and much, much more. WordArt
can even be shadowed, skewed, rotated, and stretched.

Here are just a few examples of what WordArt allows you to do:

To Insert WordArt:

• Place the insertion point where you would like to insert WordArt.
• Click the WordArt button on the Drawing toolbar . The WordArt gallery opens.

• Choose (click) a WordArt style.


• The Edit WordArt Text dialog box appears.
• Edit the font, size, and style.
• Click OK.

Building skills for success


Lesson 15 – Word Graphics 71

Formatting Drawing Objects


Use the Drawing toolbar to format AutoShapes and WordArt.

To select several objects hold down the Shift key and click on each object,
or use the Select Objects tool.

Fill color allow you to color all selected drawing objects. No fill is the color
white.

Change the line color of a selected object.

Changes the text color of a selected object.

Changes the line style of a selected object.

Changes the line style of a selected object. Includes solid and dotted lines.

Changes the style of arrow.

Gives selected object some depth.

Gives selected object a 3D effect .

Arrange and Transform Objects


Rather than line up objects manually, you can use tools to align and distribute objects relative
to other objects or relative to the page. This is more accurate than positioning shapes by eye.
You can also transform many types of object. An example of a transformation is to flip an
object upside down or rotate it through 90 Degrees.

Building skills for success


Lesson 15 – Word Graphics 72

In Word, an object must be floating over text or must not have In


Line With Text layout in order to apply most arrange/transform
commands. Look up the topic "Change an inline picture to a floating
picture" if you are not sure how to do this.

To change the order of objects

Objects are drawn in layers. The last object to be added appears in the top layer. If you move
it over another object it will appear in front of it. You can change the order of any object to
move it forward or back. In Word, objects can also either be in front of or behind text on the
page

• Select the object(s) that you want to move forward or back


• On the Drawing toolbar, click the Draw button then select an option from the Order
menu

OR

• Right-click the selected object(s) then select Order from the shortcut menu

To align objects relative to one another

Aligning objects by eye can be quite tricky and time-consuming. It is easier to use the Align
and Distribute tools.

• Select the objects to align by Shift-clicking them

• On the Drawing toolbar, click Draw then from the Draw menu, select Align or
Distribute

A submenu of options is displayed.

Building skills for success


Lesson 15 – Word Graphics 73

Align and distribute options

• Select an align option from the list

The objects are aligned along the edge you selected.

If you select more than two objects, you can choose to distribute
them. This means that the space between each object will be
equalized.

To align objects relative to the page

• From the Align and Distribute menu, select Relative to Page/Canvas/Slide

The Relative to Page/Canvas/Slide option is checked. Any align options you choose will
now apply in relation to the page, drawing canvas, or slide until you uncheck the Relative to
Page/Canvas/Slide option again by clicking it.

To rotate or flip an object

• Select the object then point to a green handle

The mouse pointer changes shape to the rotate arrow


.

• Drag the handle to rotate the object

OR

• Select the object you want to rotate then on the Drawing toolbar, click Draw
• Select Rotate or Flip and point to any green handle and drag it to rotate the object

Building skills for success


Lesson 15 – Word Graphics 74

Create a Group of Objects


Grouping objects enables you to treat multiple objects as a single object. For example,
suppose you used the drawing tools to draw a window. Without grouping the objects that
comprise the window moving or resizing the window is much harder. Grouping objects
combines them so you can work with them as a single object. Even while objects are grouped
together, the individual components of the group can still be formatted without having to
ungroup the object first.

Individual objects are grouped as a A drawing comprised of many


whole individual objects

To group objects

• Select the objects you want to group then on the Drawing toolbar, click Draw and select
Group (or right-click the objects and select Group)

If you select more than two objects, you can choose to


distribute them. This means that the space between each object
will be equalized.

Building skills for success


Lesson 15 – Word Graphics 75

To select an object within a group to change its formatting

Formatting changes can be made to all objects within a group or to one particular
object.

• Click on the shape within the group that you want to format

The selected shape appears with grey handles.

• Format as required

Centre square selected within the Centre square within a group formatted
group differently

You cannot change the layer order of grouped objects relative to


one another. You must ungroup the objects, change their layer
order, then regroup them.

Building skills for success


Borders and
Shading
LESSON 16
+ + + +

In This Lesson:

Adding Borders and Shading:


Toolbar Option
Borders and shading help you emphasize information and
Adding Borders and Shading:
guide a reader's eye through a document. When adding Dialog Box Option
borders and shading, remember that they are both applied
to entire paragraphs. As with most other Word features, you + + + +
can add borders and shading in more than one way. This
document covers the following options for adding borders
and shading to paragraphs.

Adding Borders and Shading:


Toolbar Option
The Tables and Borders toolbar may be used to quickly add
borders and shading to paragraphs. The following
instructions will guide you in using the toolbar options to add
borders and shading to paragraphs. Both borders and
shading can be applied to the same paragraph.

To display the Tables and Borders toolbar:

1. From the View menu, select Toolbars » Tables and


Borders
The Tables and Borders toolbar appears.
Lesson 16 – Borders and Shading 77

Adding Borders & Shading

1. Select the paragraph(s) that you want to add shading to or place a border around
2. To add a border, click the next to OUTSIDE BORDER
OR

To add shading, click the next to SHADING COLOR


A pull-down list appears.

3. From the pull-down list, select the desired border or shading option

Removing Borders

1. Select the paragraph containing the border you want to remove


2. Click the next to OUTSIDE BORDER
The Border pull-down list appears.

3. Click NO BORDER

Removing Shading

1. Select the paragraph containing the shading you want to remove

2. Click the next to SHADING COLOR

The Shading Color pull-down list appears.

3. Click NO FILL

Modifying Borders

1. Select the paragraph containing the border you want to change

Building skills for success


Lesson 16 – Borders and Shading 78

2. Click the next to OUTSIDE BORDER

The Border pull-down list appears.

3. Click NO BORDER
4. OPTIONAL: On the Tables and Borders toolbar, select a different line weight and line style
5. Again, click the next to OUTSIDE BORDER
A pull-down list appears.

6. From the pull-down listing, select a new border

Modifying Shading

1. Select the paragraph containing the shading you want to change

2. Click the next to SHADING COLOR

The Shading Color pull-down list appears.

3. Select the desired shading option

Adding Borders and Shading: Dialog Box Option


The Borders and Shading dialog box is another option for adding borders and shading to your
document. With this option, you have more control of your border placement within
paragraphs than with the Tables and Borders toolbar.

Adding Borders

1. Select the paragraph(s) to which you want to add a border


2. From the Format menu, select Borders and Shading…

Building skills for success


Lesson 16 – Borders and Shading 79

The Borders and Shading dialog box appears.

3. Select the Borders tab


4. From the Setting section, select the desired option

OR
In the Preview section, click where you want a border to appear

HINT: The sample graphic will be updated to reflect your changes.

5. OPTIONAL: Adjust the Style, Color, and Width using the scroll box and pull-down lists
respectively
6. Click OK

Removing Borders

1. Select the paragraph containing the border you want to remove


2. From the Format menu, select Borders and Shading …
The Borders and Shading dialog box appears.
3. Select the Borders tab
4. In the Setting section, click NONE
OR
In the Preview section, click the borders you would like to remove
5. Click OK

Modifying Borders

1. Select the paragraph(s) with the border you would like to change

Building skills for success


Lesson 16 – Borders and Shading 80

2. From the Format menu, select Borders and Shading…


The Borders and Shading dialog box appears.
3. Select the Borders tab
4. In the Preview section, click the border you would like to change
5. From the Style scroll box, select the desired line style
6. In the Preview area, click where you would like the border
The new border appears, replacing the old.
7. Click OK

Adding Shading

1. Select the paragraph(s) to which you would like to add shading


2. From the Format menu, select Borders and Shading…
The Borders and Shading dialog box appears.
3. Select the Shading tab

4. From the Fill, Patterns, and Color areas, select the desired options
The Preview section will automatically adjust based on your selections.
5. Click OK

Modifying Shading

1. Select the paragraph(s) with the shading you want to change


2. From the Format menu, select Borders and Shading …
The Borders and Shading dialog box appears.
3. Select the Shading tab

Building skills for success


Lesson 16 – Borders and Shading 81

4. In the Fill and Patterns areas, make your changes


The Preview section will automatically adjust based on your selections.
5. Click OK

Removing Shading

1. Select the paragraph with the shading you want to remove


2. From the Format menu, select Borders and Shading …
The Borders and Shading dialog box appears.
3. Select the Shading tab
4. In the Fill section, select No Fill
5. In the Patterns section, from the Style pull-down list, select Clear
6. Click OK

You may add borders to a page by working in the Page Border


tab.

Building skills for success


Bullets and
Numbering
LESSON 17
+ + + +

In This Lesson:

Using Bulleted Lists

Using Numbered Lists

Customizing Bulleted and


Using Bulleted Lists Numbered lists

+ + + +

With Word, you can make bulleted lists, numbered lists, or


outlines. Word gives you three different ways of applying
bullets or numbered lists. Using the the Formatting toolbar,
the Bullets and Numbering dialog box, or AutoFormatting will
all create bulleted or numbered lists.

Adding Bullets: Formatting Buttons

• This is an example of bulleted text. Note that when


the text wraps, it does not wrap all the way to the
bullet, but only to where the first line of text began.

• The Bullets button is like a toggle switch: clicking


once turns it on, clicking a second time turns it off.

• If you want to change the bullet style or the indents,


you will have to use the Bullets and Numbering dialog
box.

Adding Bullets as You Type

When you are ready to add bulleted text to your document,


use the following steps:

1. Place the insertion point where you want the bullets


to begin

2. From the Formatting toolbar, click BULLETS


Lesson 16 – Bullets and Numbering 83

The button will become light gray.


Word will insert your first bullet and move the cursor a quarter of an inch to the right, where
you can begin typing text.

3. Type the text

If the text wraps, Word maintains the quarter-inch indent.


When you press [Enter] or [return], another bullet appears.

To end the bullets:

1. Finish typing the last line of bulleted text and press [Enter] or [return]
The cursor should be on a blank bulleted line.

2. From the Formatting toolbar, click BULLETS

Adding Bullets to Existing Text

1. Select the text you want to bullet

2. From the Formatting toolbar, click BULLETS

To remove bullets:

1. Select the bulleted text

2. From the Formatting toolbar, click BULLETS

Adding Bullets: Bullets & Numbering Dialog Box

The Bullets and Numbering dialog box can be used to add or remove bullets and numbers, just
as the Formatting buttons can. However, the dialog box gives you many more options in
modifying the numbers, bullets, and the spacing around the numbers and bullets. Also, the
Bullets and Numbering dialog box gives you the option to customize your bullets or numbers.

Building skills for success


Lesson 16 – Bullets and Numbering 84

The following image is the Bullets and Numbering dialog box.

The following sections require you to access the Bullets and Numbering dialog box from the
Format menu; however, you can also access the Bullets and Numbering dialog box by right
clicking the mouse.

To access the dialog box through the Quick menu:

1. Right click the area that has or will have bullets or numbers » select Bullets and
Numbering...

The Bullets and Numbering dialog box appears.

Adding Bullets as You Type

• This is an example of bulleted text. Word inserts a quarter-inch indent between the bullet
and the text, maintaining the indent if the text wraps. When you press [Enter] or [return],
the next bullet appears.

1. Place the insertion point where you want the bullets to begin

2. From the Format menu, select Bullets and Numbering...

The Bullets and Numbering dialog box appears.

3. Select the Bulleted tab

4. Select the bullet style you want

5. Click OK

Building skills for success


Lesson 16 – Bullets and Numbering 85

6. Type the text

When you press [Enter] or [return], another bullet appears.

To stop the bullets:

1. Finish typing your last line of bulleted text and press [Enter] or [return]

The cursor should be on a blank bulleted line.

2. From the Format menu, select Bullets and Numbering…

The Bullets and Numbering dialog box appears.

3. Select the Bulleted tab

4. Click NONE

5. Click OK

Adding Bullets to Existing Text

1. Select the text you want to bullet

2. From the Format menu, select Bullets and Numbering...

The Bullets and Numbering dialog box appears.

3. Select the Bulleted tab

4. Select the bullet style you want

5. Click OK

To remove bullets:

1. Select the bulleted text

2. From the Format menu, select Bullets and Numbering…

The Bullets and Numbering dialog box appears.

3. Select the Bulleted tab

4. Click NONE

5. Click OK

Building skills for success


Lesson 16 – Bullets and Numbering 86
Adding Bullets: AutoFormatting

Bullets can be created automatically as you type if you have those options selected in
the AutoCorrect dialog box. If you have created a specific bullet style, you may want to turn
this option off. An option in the AutoCorrect dialog box is selected and active when a check
appears in the checkbox corresponding to that option.

To enable/disable AutoFormatting:

1. From the Tools menu, select AutoCorrect Options...

The AutoCorrect dialog box appears.

2. Select the AutoFormat As You Type tab

3. To enable AutoFormatting: Under Apply as you type, select Automatic bulleted lists
To disable AutoFormatting: Under Apply as you type, deselect Automatic bulleted lists

4. Click OK

To create bulleted lists:

1. Enable the appropriate AutoFormat as You Type option

2. Type bulleted list items as shown in the table below

Word converts the text to a list, adding a bullet each time [Enter] or [return] is pressed

Formatting
Option What You Type
Applied

Hibbard
* (space) Hibbard
Automatic Humanities
Humanities Hall
bulleted Hall
[Enter] or
lists
[return]

- Hibbard
Automatic - (space) Hibbard
Humanities
bulleted Humanities Hall
Hall
list: [Enter] or
Hyphen [return]
-

Automatic -- (space) Hibbard


bulleted Hibbard Humanities
list: Humanities Hall Hall
Double [Enter] or
Hyphen [return]

Building skills for success


Lesson 16 – Bullets and Numbering 87
To end the list:

1. After typing your last list item, press [Enter] or [return] twice

Using Numbered Lists


With Word, you can make bulleted lists, numbered lists, or outlines. Word gives you three
different ways of applying bullets or numbered lists: the Formatting buttons, the Bullets and
Numbering dialog box, and AutoFormatting.

Adding Numbers: Formatting Buttons

IV. This is an example of numbered text. Note that when the text
wraps, it does not wrap all the way to the number, but only to where the
first line of text began.

If you want to change the number style, the first number in the list, or the indents, you will
have to use the Bullets and Numbering dialog box.

Adding Numbered Text as You Type

1. Place the insertion point where you want the numbers to begin

2. From the Formatting toolbar, click NUMBERING

Word will insert the first number and move the cursor a quarter of an inch to the right, where
you can begin typing text.

3. Type the text

If the text wraps, Word maintains the quarter-inch indent.


When you press [Enter] or [return], another number appears.

To stop the numbers:

1. Finish typing the last line of numbered text and press [Enter] or [return]

The cursor should appear on a blank line.

2. From the Formatting toolbar, click NUMBERING

Building skills for success


Lesson 16 – Bullets and Numbering 88

Adding Numbers to Existing Text

1. Select the text you want to number

2. From the Formatting toolbar, click NUMBERING

To remove numbers:

1. Select the text

2. From the Formatting toolbar, click NUMBERING

Adding Numbers: Bullets & Numbering Dialog Box

The Bullets and Numbering dialog box can be used to add or remove bullets and numbers, just
as the Formatting buttons can. However, the dialog box gives you many more options in
modifying the numbers, bullets, and the spacing around the numbers and bullets. Also, the
Bullets and Numbering dialog box gives you the option to customize your bullets or numbers.

The following image shows the Bullets and Numbering dialog box.

The following sections have you access the Bullets and Numbering dialog box from the Format
menu; however, you can also access the Bullets and Numbering dialog box by clicking the right
mouse button.

Building skills for success


Lesson 16 – Bullets and Numbering 89

To access the dialog box through the Quick menu:

1. Right click the area that has or will have numbers » select Bullets and Numbering...
The Bullets and Numbering dialog box appears.

Adding Numbered Text as You Type

IV. This is an example of numbered text. Note that when the text
wraps, it does not wrap all the way to the number, but only to where the
first line of text began.

1. Place the insertion point where you want the numbers to begin

2. From the Format menu, select Bullets and Numbering…

The Bullets and Numbering dialog box appears.

3. Select the Numbered tab

4. Select the numbering style you want

5. Click OK

6. Type the text

If the text wraps, Word maintains the quarter-inch indent.


When you press [Enter] or [return], another number appears.

To stop the numbers:

1. Finish typing your last line of numbered text and press [Enter] or [return]

The cursor should appear on a blank line.

2. From the Format menu, select Bullets and Numbering…

The Bullets and Numbering dialog box appears.

3. Click NONE

4. Click OK

Adding Numbers to Existing Text

1. Select the text you want to number

2. From the Format menu, select Bullets and Numbering…

The Bullets and Numbering dialog box appears.

3. Select the Numbered tab

Building skills for success


Lesson 16 – Bullets and Numbering 90

4. Select the numbering style you want

5. Click OK

To remove numbers:

1. Select the numbered text

2. From the Format menu, select Bullets and Numbering...

The Bullets and Numbering dialog box appears.

3. Select the Numbered tab

4. Click NONE

5. Click OK

Adding Numbers: AutoFormatting

Numbers can be created automatically as you type if you have those options selected in
the AutoCorrect dialog box. If you have created a specific number style, you may want to turn
this option off. An option in the AutoCorrect dialog box is selected and active when a check
appears in the checkbox corresponding to the option.

To enable/disable AutoFormatting:

1. From the Tools menu, select AutoCorrect Options...

The AutoCorrect dialog box appears.

2. Select the AutoFormat As You Type tab

3. To enable AutoFormatting: Under Apply as you type, select Automatic numbered lists
To disable AutoFormatting: Under Apply as you type, deselect Automatic numbered
lists

4. Click OK

To create numbered lists:

1. Enable the appropriate AutoFormat as You Type option

2. Type numbered list items as shown in the table below

Word converts the text to a list, adding a number each time [Enter] or [return] is pressed

What You Formatting


Option
Type Applied

Automatic 1. Hibbard 2. Hibbard

Building skills for success


Lesson 16 – Bullets and Numbering 91

numbered Humanities Humanities Hall


list Hall 3.
[Enter] or
[return]

D. Hibbard F. Hibbard
Humanities Humanities Hall
Hall G.
[Enter] or
[return] OR
Automatic
lettered
OR h. Hibbard
list
Humanities Hall
e. Hibbard i.
Humanities
Hall [Enter]
or [return]

X. Hibbard XII. Hibbard


Humanities Humanities Hall
Hall XIII.
[Enter] or
[return] OR
Automatic
Roman
OR xiv. Hibbard
numeral
list Humanities Hall
xi. Hibbard xv.
Humanities
Hall
[Enter] or
[return]

To end the list:

1. After typing your last list item, press [Enter] or [return] twice

Customizing Bulleted and Numbered Lists

By modifying numbered or bulleted lists, you are able to change the way the information is
displayed. For example, you can create multilevel lists. By customizing numbered or bulleted
lists, you are able to change the appearance of each bullet or number. For example, instead of
a plain bullet, you could use a symbol or a picture.

Modifying Bulleted Lists

In addition to creating your lists, Word gives you ways of modifying the format of your
information. The following instructions will show you how to add explanatory text within your
list without creating additional bullets and how to create a multilevel list.

Building skills for success


Lesson 16 – Bullets and Numbering 92
Adding Text to the List

Perhaps you want to add information to a list item but do not want to create a separate list
item. Using this simple keystroke will place your cursor on the next line without a bullet
appearing.

1. Place the cursor after the last character in the list item where you want to add text
2. Press [Shift] + [Enter]

Your cursor will appear underneath the previous list item.

3. Type the additional text

Creating a Multilevel List (Outline)

Sometimes, single bulleted steps are not enough. Creating an outline can help organize your
document for clearer presentation. Word allows up to nine different levels for outline lists. It is
easy to demote or promote a list item from one level to another using the INDENT buttons as
described here.

1. From the Format menu, select Bullets and Numbering...

The Bullets and Numbering dialog box appears.

2. Select the Outline Numbered tab

3. Select the bulleted outline list example


4. Click OK
5. Start typing your list
6. To create subsequent list items, press [Enter] or [return]

Building skills for success


Lesson 16 – Bullets and Numbering 93

7. To demote a list item, place your cursor before the list item and click INCREASE INDENT

OR

Press [Tab]

8. To promote a list item, place your cursor before the list item and click DECREASE INDENT

OR

Press [Shift] + [Tab]

Customizing Bulleted Lists

Customizing your bulleted list allows you to use creative and eye-catching bullets. Word
provides many different images to choose from. The following instructions assume that a
bulleted list has already been created.

1. Select the bulleted list you wish to customize


2. From the Format menu, select Bullets and Numbering...

The Bullets and Numbering dialog box appears.

3. Select one of the bullet choices


4. Click CUSTOMIZE...

The Customize Bulleted List dialog box appears.

NOTE: Under Bullet character, one of the icons should be selected.

5. Under Bullet character, select the desired bullet character

OR

To change the style, color, and size of the bullet, click FONT...
To select a symbol for your bullet:
Click CHARACTER...
To select a picture for your bullet:
Click PICTURE...

6. Click OK

Building skills for success


Lesson 16 – Bullets and Numbering 94
Modifying Numbered Lists

Word gives you ways of modifying numbered lists. The following instructions will show you how
to add explanatory text within your list without creating additional numbers and how to create
a multilevel list.

Adding Text to the List

Perhaps you want to add information to a step but do not want to create a separate step.
Using this simple keystroke will place your cursor on the next line without a number appearing.

1. Place the cursor after the last character in the step where you want to add text
2. Windows: Press [Shift] + [Enter]

3. Type the additional text

Creating a MultiLevel List (Outline)

Sometimes, single numbered steps are not enough. Creating an outline can help organize your
document for clearer presentation. Word allows up to nine different levels for outline lists.
These instructions will show you how to create multi-level lists. It is easy to demote or
promote a list item from one level to another using the INDENT buttons as described here.

1. From the Format menu, select Bullets and Numbering...

The Bullets and Numbering dialog box appears.

2. Select the Outline Numbered tab


3. Select the desired outline option
4. Click OK
5. Start typing your list
6. To create subsequent list items, press [Enter] or [return]
7. To demote a list item, place your cursor before the list item and click INCREASE INDENT

OR

Press [Tab]

8. To promote a list item, place your cursor before the list item and click DECREASE INDENT

OR

Press [Shift] + [Tab]

Building skills for success


Lesson 16 – Bullets and Numbering 95
Customizing Numbered Lists

Customizing your numbered list allows you to have a wider variety of styles for numbers. Word
provides several different ways of customizing your numbers in order to create an effective
looking numbered list. The following instructions assume that a numbered list has already been
created.

1. Select the numbered list you wish to customize


2. From the Format menu, select Bullets and Numbering...

The Bullets and Numbering dialog box will appear.

3. Select the Numbered tab


4. Select the desired numbered list choice
5. Click CUSTOMIZE...

The Customize Numbered List dialog box appears.

6. To change the number style, from the Number style pull-down list, select the desired
option
7. To change the starting number for the list, in the Start at text box, type or use the nudge
buttons to indicate the appropriate number
8. To position the numbers in a list, under Number position, complete the appropriate text
boxes

If you would like the numbers to be right aligned rather than the default
setting of left aligned, from the Number position pull-down list select Right.

This may be useful if your numbered list has more than nine steps and you
want it to look polished with the single digit numbers all appearing on the
right side rather than the left.
9.

Building skills for success


Lesson 16 – Bullets and Numbering 96

Left aligned Right aligned

10. To change font, font style, or size of the numbers,


a. Click FONT...

The Font dialog box appears.

b. Under Font, Font style, or Size, select the appropriate options


An example of your number formatting will appear in the Preview box.
c. When you are done customizing the font of your numbered list, click OK
Your customized number will now show in the Number format box.

11.To exit the Customize Numbered List dialog box, click OK

Building skills for success


Creating Headers
and Footers
LESSON 18
+ + + +

In This Lesson:

Creating a Universal Header


and Footer
You can create headers and footers in your Word document
Creating a Different First
so that information such as the author's name, document Page Header and Footer
title, or page numbers will appear in the top and/or bottom
margin of your document. You can create a header and Creating Odd and Even Page
footer which appears the same on every page, or customize Headers and Footers
the pages with different headers and footers.
Inserting AutoText into
Headers and Footers
Creating a Universal Header and + + + +
Footer
If you want the same header and footer to appear on every
page, create a universal header and footer. By using the
buttons located on the Header and Footer toolbar, you can
insert the page number, date, or time into the header and/or
footer. In order to insert a particular field into the header or
footer, see Inserting AutoText into Headers and Footers.

1. Place the cursor on any page of the document


2. From the View menu, select Header and Footer

The Header and Footer toolbar appears.

3. In the Header, type the information you want to appear

4. Click SWITCH BETWEEN HEADER AND FOOTER


5. In the Footer, type the information you want to appear
6. To hide the Header and Footer toolbar, click CLOSE
Lesson 17 – Creating Headers and Footers 98

Creating a Different First Page Header and Footer


You can create a first page header and footer that contains different information than the
header and footer in the rest of the document.

1. Place the cursor on the first page of the document


2. From the View menu, select Header and Footer

The Header and Footer toolbar will appear.


3. Click PAGE SETUP

The Page Setup dialog box appears.

4. Select the Layout tab


5. In the Headers and Footers section, select Different first page
6. Click OK
7. In the First Page Header, type the information you want to appear

8. Click SWITCH BETWEEN HEADER AND FOOTER


9. In the First Page Footer, type the information you want to appear

10. To create a header and footer for the rest of the document, click SHOW NEXT
11. Follow steps 3-5 in Creating a Universal Header and Footer
12. To hide the Header and Footer toolbar and return to your document, click CLOSE

Creating Odd and Even Page Headers and Footers


If you need to align information differently or include different information on the odd and even
page headers and footers, creating odd and even page headers and footers is the best choice.
You can also create a different first page and odd/even page headers and footers within the
same document.

1. Place the cursor on the first page of the document


2. From the View menu, select Header and Footer

The Header and Footer toolbar will appear.


3. Click PAGE SETUP

The Page Setup dialog box appears.

4. Select the Layout tab


5. In the Headers and Footers section, select Different odd and even
6. OPTIONAL: To also create a different first page, select Different first page
7. Click OK
8. In the Odd Page Header, type the information you want to appear

9. Click SWITCH BETWEEN HEADER AND FOOTER


10. In the Odd Page Footer, type the information you want to appear

11. Click SHOW NEXT


12. In the Even Page Header, type the information you want to appear

Building skills for success


Lesson 17 – Creating Headers and Footers 99

13. Click SWITCH BETWEEN HEADER AND FOOTER


14. In the Even Page Footer, type the information you want to appear
15. To hide the Header and Footer toolbar and return to your document, click CLOSE

Inserting AutoText into Headers and Footers


With the Insert AutoText command in Word, you can quickly and easily add elements like
filename and path, author's name, and save date to headers and footers without having to go
through many menu options.

1. From the View menu, select Header and Footer

The Header and Footer toolbar will appear.

2. Place your cursor in the header or footer area where you want to add AutoText
3. On the Header and Footer toolbar, click INSERT AUTOTEXT
4. Select the desired AutoText option
5. Click CLOSE

Building skills for success


Watermarks
LESSON 19
+ + + +

In This Lesson:

Adding Watermarks

Removing Watermarks
A watermark is an image or text that appears behind the
main text of a document. It is usually a lighter shade than + + + +
the text so you can read the document easily. Text
Watermarks are often used to categorize or to show the
purpose of a document with words such as ASAP. Picture
Watermarks add visual attention and attractiveness to a
document with the use of significant imagery such as logos.

Adding Watermarks
You can insert Clip Art, pictures, or text as watermarks in
your print documents. For example, you might want the
word Confidential to appear on all the pages of your
document to remind readers the material is not to be read
by everyone.

Adding Watermarks: Picture Watermarks

1. Open the document you want to add the watermark to


The document must be in Print Layout view.

2. From the Format menu, select Background » Printed


Watermark...

The Printed Watermark dialog box appears.


Lesson 18 – Creating Headers and Footers 101

1. Select Picture watermark

2. Click SELECT PICTURE...

The Insert Picture dialog box appears.

3. Using the Look in: pull-down list and navigation window, locate and select the image file
you want to use

4. Click INSERT

5. OPTIONAL: To change the size of the image, from the Scale pull-down list, select a size

6. OPTIONAL: To make the image less vivid, select Washout

Using the Washout option will make text that overlaps the watermark more readable.

7. Click OK

The watermark appears on all pages of your document.

Adding Watermarks: Text Watermarks

1. Open the document you want to add the watermark to

2. From the Format menu, select Background » Printed Watermark...

The Printed Watermark dialog box appears.

3. Select Text watermark

4. In the Text text box, type the text of the watermark

Building skills for success


Lesson 18 – Creating Headers and Footers 102

5. Format the text by making the appropriate selections from the Font, Size, and Color pull-
down lists

6. OPTIONAL: To make the text of the watermark semitransparent, select Semitransparent

Using the Semitransparent option will make text that overlaps the watermark more readable.

7. Select the desired layout

8. Click OK

The watermark appears on all pages of your document.

Removing Watermarks
1. Open the document you want to remove the watermark from
2. From the Format menu, select Background » Printed Watermark...

The Printed Watermark dialog box appears.

3. Select No watermark
4. Click OK

The watermark is removed from the document.

Building skills for success


Setting Tabs
LESSON 20
+ + + +

In This Lesson:

Tab Types

Working with Tabs from the


In the days of the typewriter, fonts were monospace
Ruler
characters (i.e., spaces between characters were equal).
Now, computers use proportional space fonts (i.e., Working with Tabs from the
characters and spaces use only the amount of space that Tabs Dialog Box
they need). With monospace fonts we could press the space
bar to align text, but when we try that with proportional + + + +
space fonts, we often end up with undesired results, even if
it looks good on the screen.

To avoid problems with text lining up, use tabs instead of


spaces. The default tab settings for Microsoft Word are every
half-inch. If you do not like the Word settings, you can set
your own tabs.

Tab Types
Tabs come in different types which are defined by the way
text lines up with the tab. The following table explains the
different tab types.
Lesson 19 – Setting Tabs 104

Tab Type Icon Purpose

Left (Normal) The Left tab is similar to the typewriter tab.


Text will begin at the tab position and
continue to the right of the tab.

Right With the Right tab, text will end at the tab
and flow to the left.

Center The Center tab works similar to centering a


line of text but instead of centering between
margins, text is centered at the tab location.

Decimal The Decimal tab is used to line up numbers


and text with a period. This is useful for a
group of numbers or a list of instructions.

Bar The Bar tab is used to add a vertical line at


that position. This could be used when you
want to set off some text. Set this tab in the
Tabs dialog box, found under the Format
menu.

Setting a tab does not automatically align your text. You still have to press [Tab] at the
appropriate places.

Working with Tabs from the Ruler


Working with tabs using the Ruler option is a quick and easy way to set and adjust tabs. The
Ruler options allow you to set, move, delete, or change tabs.

Setting Tabs

1. Select the paragraph(s) that will receive a new tab


2. To select the desired Tab type, click the TAB TYPE icon until the tab type you want is
selected

3. In the white area of the Ruler, click where you want the tab to be

Using Tabs

1. Place the insertion point where you want text to align with the tab
2. Press [Tab]

Building skills for success


Lesson 19 – Setting Tabs 105
Moving Tabs

1. On the Ruler, click and hold the tab you want to move
2. Drag the tab to the new location and release the mouse button

Deleting Tabs

1. Select the type of tab you want to delete


2. Click and hold the tab you want to delete
3. Drag the tab into the document area of the screen and release the mouse button

Changing Tab Type

To change the tab type you can either delete the tab and add a new tab of the correct type or
you can use the Tabs dialog box.

Working with Tabs from the Tabs Dialog Box


The Tabs dialog box allows you to adjust the placement and type of tab. Although the Ruler
option is a quicker way to adjust tabs, the dialog box allows you to use leaders and enter
specific tab locations.

In the Tabs dialog box, you can set leaders for the tabs. Leaders are lines (solid, dashed, or
dotted) that appear in the blank space created by a tab. The most common use for a leader is
in a table of contents where a dotted line leads up to the page number. Leaders guide the
reader's eye across the page.

Setting Tabs

1. Select the paragraph(s) that will receive new tab settings


2. From the Format menu, select Tabs…
The Tabs dialog box will appear.

Building skills for success


Lesson 19 – Setting Tabs 106

3. In the Tab stop position text box, type the desired location
4. Adjust the tab alignment and leader if necessary
5. Click SET
6. To set additional tabs, repeat steps 3-5
7. After all tabs have been set, click OK

Using Tabs

1. Place the insertion point where you want text to align with the tab
2. Press [Tab]

Moving Tabs

Moving tabs in the Tabs dialog box involves adding a new tab and deleting the old one.

1. Select the desired paragraph(s)


2. From the Format menu, select Tabs…

The Tabs dialog box will appear.

3. From the Tab stop position list, select the tab to be moved
4. In the Tab stop position text box, type the new tab location
5. Click SET
6. From the Tab stop position list, select the original tab location
7. Click CLEAR
8. To move other tabs, repeat steps 3-7
9. Click OK

Deleting Tabs

1. Place cursor within text where tabs are set


2. From the Format menu, select Tabs…

Building skills for success


Lesson 19 – Setting Tabs 107

The Tabs dialog box will appear.

3. From the Tab stop position list, select the tab(s) to be deleted
4. Click CLEAR

OR

To delete all tabs, click CLEAR ALL

5. To delete other tabs, repeat steps 3 and 4


6. Click OK

Changing Tab Type

1. Select the desired paragraph(s)


2. From the Format menu, select Tabs…

The Tabs dialog box will appear.

3. From the Tab stop position list, select the tab to be changed
4. Under Alignment, select the new tab type

Depending on the text alignment, the tab position may need to be


adjusted. See Moving Tabs.

5. Click SET
6. To change other tabs, repeat steps 3-5
7. When done, click OK

Building skills for success


Table
Tables
20
21
LLEESSSSOONN

++ ++ ++ ++

In
InThis
ThisLesson:
Lesson:

Tab
Creating
Typesa Table

Working
Navigating
with
and
Tabs
Selecting
from the
InA table
the days
is composed
of the typewriter,
of columns fonts
(vertical)
were monospace
and rows
Ruler
Within the Table
characters
(horizontal).
(i.e.,
Where
spacesa column
between andcharacters
row meet,werea cell
equal).
is formed.
Now,
For example,
computers if you
use want
proportional
to create space
a table
fonts
to (i.e.,
show course Working
Resizingwith
Table
Tabs
Elements
from the
characters
assignments and andspaces
their use
dueonly
dates,
theinformation
amount of space
such asthat
the Tabs Dialog Box
they
course
need).
names Withmight
monospace
go in thefonts
far left
we column.
could pressInformation
the space Formatting Tables
bar
suchtoas
align
the text,
datesbutmight
whengowein try
the that
top row.
with The
proportional
information + + + +
Adding Borders and Shading
space
in thefonts,
cells would
we oftenrepresent
end upthewith
specific
undesired
assignments
results, even
(e.g.,if a
itresearch
looks good on the
paper) duescreen.
for a particular class on a particular Using the Sort Feature
date.
To avoid problems with text lining up, use tabs instead of + + + +
spaces.
The following
The default
graphic tabissettings
an example
for Microsoft
of a tableWord
with are
three
every
half-inch.
columns andIf you
fourdorows.
not like
Thethe
highlighted
Word settings,
cell is you
just can
one set
of the
12 cells
your ownintabs.
the table.

Tab Types
Tabs come in different types which are defined by the way
text lines up with the tab. The following table explains the
different tab types.

Creating a Table
When creating a table, some preliminary planning reduces
the amount of time needed later to make the table look
right. Sometimes even a simple sketch of one or two lines of
the table can save a lot of time. Once you have an idea of
what you want the finished table to look like, you can begin
creating it by using the Table Menu, the Toolbar, Existing
Text, or the Drawing Button.
Lesson 20 – Tables 109

Creating a Table: Menu Option

1. Place the insertion point where you want the table to appear

2. From the Table menu, select Insert » Table...

The Insert Table dialog box appears.

3. In the Insert Table dialog box, type the number of columns and rows that you want for
your table

4. OPTIONAL: To change the column width,

a. Select Fixed column width and type a value for the width
b. To let the table expand as you type, select AutoFit to contents
c. To let the table expand or shrink along with the size of the window, select AutoFit to
window

5. To create the table, click OK

An empty table appears on your screen and you are ready to begin adding information.

Creating a Table: Toolbar Option

1. Place the cursor where you want the table to appear

2. From the Standard toolbar, click and hold INSERT TABLE

Building skills for success


Lesson 20 – Tables 110

A menu appears.

3. To indicate the size of your table, select the appropriate dimensions by dragging across to
select columns; drag down to select rows.

4. When the correct size is selected, release the mouse button

An empty table appears on your screen and you are ready to begin adding information.

Creating a Table: Existing Text Option

If you have already typed the information for a table, you do not have to retype it into a new
table. You can convert the existing text into a table. Word converts special characters such as
paragraph marks, tabs, commas, or periods into the rows and columns of a table. You can also
define an alternative special character (e.g., the tilde~).

1. Select the text that you want to convert to a table

2. From the Table menu, select Convert » Text to Table...

The Convert Text to Table dialog box appears.

3. Verify the number of columns you want and their width; change if necessary

4. Under the Separate text at section, select the appropriate option for separating the text
into table cells (e.g. paragraphs, tabs, or commas)

Building skills for success


Lesson 20 – Tables 111

5. Click OK

The text is converted to a table.

Creating a Table: Drawing Button Option

1. From the Table menu, select Draw Table

OR

On the Tables and Borders toolbar, click DRAW TABLE


Your cursor turns into a pencil.

2. Click and drag your pencil until the outline of the table is the size you want

3. Release mouse

The outside frame of a table appears.

4. To draw vertical and horizontal lines for your columns and rows, click and drag the pencil
within the table

To correct a mistake:

1. On the Tables and Borders toolbar, click ERASER

Your pointer turns into an eraser.

2. Click and drag the eraser over the mistake

Adding Information to the Table

You can enter information into the cells in your table by typing, just like you add text to your
documents. However, you will need to be able to move from cell to cell in your table in order to
place your information appropriately. When you want to move to another cell in a table, use
one of the following methods:

• Press the [Tab] key


• Press an [arrow] key
• Use the mouse to click in the appropriate cell

Navigating and Selecting within a Table

Since the Tab key is used to move between cells, you need to press the following keys to insert
a tab character within a cell: [Ctrl]+[Tab]. Other helpful keyboard shortcuts for moving
around and selecting within a table are listed in next page.

Building skills for success


Lesson 20 – Tables 112

To Move To... Keys

You can use the keyboard to navigate through your table. The following table illustrates these
keyboard shortcuts and their functions.

TO MOVE TO... PRESS...

next cell [Tab] or right arrow until you are in


the cell

previous cell [Shift]+[Tab] or the left arrow until


you are in the cell

next row down arrow

previous row up arrow

end of cell [End]

Tab stop within [Ctrl] + [Tab] (after setting the tab


a table cell stop)

first cell in a row [Alt] + [Home]

last cell in a row [Alt] + [End]

first cell in a column [Alt] + [Page Up]

last cell in a column [Alt] + [Page Down]

To Select... Keys

You can use the keyboard to select data in your table. The following table illustrates these
keyboard shortcuts and their functions.

TO SELECT... PRESS...

next cell [Tab]

previous cell [Shift] + [Tab]

entire row Drag the I-beam across the rows


OR
Place the pointer to the left of the
row and click
OR
With the cursor in the left most cell
of the row, press [Ctrl] + [Shift] +
right arrow

entire column [Alt] + click


OR
Place the pointer at the top of the
column, when down arrow appears,
click

Building skills for success


Lesson 20 – Tables 113

OR
With the cursor in the upper most
cell of the column, press [Shift] +
down arrow

entire table On the 10 keypad with the num


lock off, press [Alt] + [5]

Multiple contiguous cells, Drag across the cells


rows or columns

Multiple non-contiguous cells, Make your first selection, then


rows or columns [Ctrl] + drag across additional cells

Resizing Table Elements

As you create your table, Word may assign default dimensions to rows, columns and cells,
which may or may not suit your purposes. This document explains how to resize various table
elements.

Adding and Deleting Rows and Columns

It is common to add or delete rows and columns to your table, especially if you do not know
exactly what information you need, or if you want to add to the table once you get the basics
down.

Adding Rows

To add a row at the end of a table:

1. Place your cursor in the last cell (last row, last column)
2. Press [Tab]

To add a row within the table:

1. Place your insertion point in a cell above or below where you want to add a row
2. From the Table menu, select Insert » Rows Above or Rows Below

Deleting Rows

1. Place your insertion point in the row to be deleted


2. From the Table menu, select Delete » Rows
The row and all of its contents are deleted.

Building skills for success


Lesson 20 – Tables 114
Adding Columns

To add a column at the end of the table:

1. Place your insertion point in the last column


2. From the Table menu, select Insert » Columns to the Right

To add a column within the table:

1. Place your insertion point to either side of where you want to insert a column
2. From the Table menu, select Insert » Columns to the Left or Columns to the Right

Deleting Columns

1. Place your insertion point in the column to be deleted


2. From the Table menu, select Delete » Columns

The column and all of its contents are deleted.

Adjusting Column and Row Sizes

When a table is initially created, all columns have equal column widths. Depending on what
you are doing, this may or may not be appropriate. If you do need to adjust column widths you
may do so using the ruler or the Table Properties dialog box available from the Table menu.

Adjusting Column and Row Size: Ruler Option

To display the ruler:

1. From the View menu, select Ruler

To adjust column width:

1. Place the insertion point within the column you want to adjust
2. Click and hold the table border that is between the columns you want to adjust

OR

On the horizontal ruler, click the MOVE TABLE COLUMN icon

Your pointer will turn into a double arrow.

3. Drag the table border or the MOVE TABLE COLUMN icon to the desired location
4. Release the mouse

Building skills for success


Lesson 20 – Tables 115
To adjust row height:

When adjusting row height with the ruler, only the row border you move will change size.
You must be in Print Layout view to adjust the row height from the ruler line.
To access this view, from the View menu select Print Layout

1. Place the insertion point within the table


2. Click and hold the table border that is between the appropriate rows

OR

On the vertical ruler, click the ADJUST TABLE ROW icon

Your pointer will turn into a double arrow.

3. Drag the table border or the ADJUST TABLE ROW icon to the desired location
4. Release the mouse

Merging and Splitting Cells

Depending on the setup of your information, you may want to combine two cells. The most
common use of combining cells is for column headings. You can merge cells horizontally or
vertically.

To avoid having to redo your table headings, use the merge and split features as the final step
in formatting your table.

If there is text in more than one of the cells being merged, the text from each cell will be
separated by paragraphs in the resulting cell.

Merging Cells: Menu Option

1. Select the cells that you want to combine

2. From the Table menu, select Merge Cells

Building skills for success


Lesson 20 – Tables 116

Merging Cells: Toolbar Option

The following instructions assume that the Tables and Borders toolbar is displayed. If it is not,
right click on the Menu Bar and click Tables and Borders.

1. Select the cells that you want to combine

2. From the Tables and Borders toolbar, click MERGE CELLS

Splitting Cells: Menu Option

If necessary, you can divide a cell into two or more cells.

1. Select the cell that you want to split

2. From the Table menu, select Split Cells...

The Split Cells dialog box appears.

3. In the Number of columns and/or Number of rows boxes, type the number of rows and/or
columns that you want to divide the cell into

4. Click OK

Splitting Cells: Toolbar Option

The following instructions assume that the Tables and Borders toolbar is displayed. If it is not,
right click on the Menu Bar and click Tables and Borders.

1. Select the cell that you want to split


2. From the Tables and Borders toolbar, click SPLIT CELLS

The Split Cells dialog box appears.

Building skills for success


Lesson 20 – Tables 117

3. In the Number of columns and/or Number of rows boxes, type the number of rows and/or
columns that you want to divide the cell into
4. Click OK

Formatting Tables

After you create a table, you may want to add some finishing touches to enhance its
appearance.

Applying AutoFormat

AutoFormat can apply a style to tables you have created. You may select from numerous pre-
designed table formats. AutoFormat is a timesaving feature that automatically applies pre-
designed combinations of borders, shading, fonts, colors, and AutoFit column widths.

1. Place the insertion point inside the table

2. From the Table menu, select Table AutoFormat...

Building skills for success


Lesson 20 – Tables 118

The Table AutoFormat dialog box appears.

3. From the Table styles scroll box, select a predefined format


The Preview box displays an example of the format you select.

4. If you want to apply formats to only portions of your table, in the Apply special formats to
section, select the appropriate parts of the table

5. When you find a table format that you like and the options are selected, click APPLY
The formatting is applied to your table.

Adding Borders & Shading

Borders are one way that you can enhance the appearance of your table. Shading cells can
help emphasize the information contained in it or differentiate headings from content.

Adding Borders and Shading: Toolbar Option

In order to use the toolbar option, the Tables and Borders toolbar must be displayed.

Building skills for success


Lesson 20 – Tables 119
To display the Tables and Borders toolbar:

1. From the View menu, select Toolbars » Tables and Borders

The Tables and Borders toolbar appears.

To add a border by drawing:

1. On the Tables and Borders toolbar, from the Line Style pull-down list, select a line style

Your pointer changes to a pencil.

2. From the Line Weight pull-down list, select a line weight

3. In your table, click individual cell borders or drag along borders to apply the new style

The border will be applied.

To add a border using the BORDER button:

1. Click within or select the cells that you want to apply the border to

2. On the Tables and Borders toolbar, from the Line Style pull-down list, select a line style

Your cursor changes to a pencil.

3. From the Line Weight pull-down list, select a line weight

4. Click the on OUTSIDE BORDER

5. From the choices that appear, select the appropriate border placement

The border will be applied.

To add shading:

1. Click within or select the cells in your table to which you want to apply the shading

2. From the Tables and Borders toolbar, click the on SHADING COLOR

3. From the shading choices that appear, make your selection

The shading will be applied to your table.

Building skills for success


Lesson 20 – Tables 120
Adding Borders and Shading: Dialog Box Option

The Borders and Shading tabs in the Borders and Shading dialog box allow you to add borders
and shading to an individual cell or the whole table.

To add borders:

1. Click within or select the cells that you want to apply the border to

2. From the Format menu, select Borders and Shading...

The Borders and Shading dialog box appears.

3. Select the Borders tab

4. In the Setting, Style, Color and Width sections, select the desired options

5. OPTIONAL: To apply custom border settings, in the Preview diagram, click the lines or
buttons

6. Click OK

To add shading:

1. Click within or select the cells to which you want to apply the shading

2. From the Format menu, select Borders and Shading...

The Borders and Shading dialog box appears.

Building skills for success


Lesson 20 – Tables 121

3. Select the Shading tab

4. In the Fill section, select the desired shading option

5. OPTIONAL: In the Patterns section, from the Style pull-down list, select a pattern

6. Click OK

Using the Sort Feature

Sorting tables is a feature designed for sequencing lists (e.g., experiment sites, number
grades, or a bibliography). You can sort a table by up to three columns, in either ascending or
descending order. For example, you can sort a table of committee members by last name then,
within that sort, by first name. You can also sort numbers or dates.

Sorting a Table

Sorting elements of your table is useful for organizing your data, whether it is text, numbers,
or dates. You can also perform subsequent sorts on the data, initially sorting by one criterion
then sorting by a second criterion within that sort.

1. Select the rows you want to include in the sort

Building skills for success


Lesson 20 – Tables 122

2. From the Table menu, select Sort...

The Sort Text dialog box appears.

3. From the Sort by pull-down list, select the first column you want to sort by

4. From the Type pull-down list, select Text, Number, or Date

5. Select either Ascending or Descending order

6. OPTIONAL: To sort additional columns, from the Then by pull-down list, select the
features you want

7. OPTIONAL: To make the sort case-sensitive:


a. Click OPTIONS...

The Sort Options dialog box appears.

b. Select Case sensitive


c. Click OK

8. Click OK

Sorting a List

The Sort command can also be used in lists which are not in a formatted table. The same
sorting options are provided.

1. Select the list you want sorted

2. Follow steps 2-8 in Sorting a Table

Building skills for success


Mail Merge
LESSON 22
+ + + +

In This Lesson:

The Mail Merge Wizard: An


Overview

The Mail Merge Wizard: An About the Mail Merge Toolbar

Overview Mail Merge Terminology

Working with the Recipient


The Mail Merge Wizard takes you step-by-step through the List
process of creating merged documents. It is always available
and easily accessible in the task pane. At each step there are Working with the Data Source
options to choose form that will help you to tailor the merge
to your needs. This document describes each step in general + + + +
and the options available. At any point while using the
wizard, you can go back to a previous step to adjust your
choices.

To Access the Mail Merge Wizard:

From the Tools menu, select Letters and Mailings » Mail


Merge Wizard...

The Mail Merge task pane appears.


Lesson 21 – Mail Merge 124

STEP 1: Selecting the document type

Your options for document type are:

Letters: Allows you to tailor one letter to many


individuals.

E-mail messages: Allows you to personalize a


message as you would form letters and send
them via email.

Envelopes: Allows you to print envelopes with


different addresses.

Labels: Allows you to print labels with different


addresses.

Directory: Allows you to gather varied but


related information into a list. For example, list
the names, office locations, and phone numbers
to create a departmental or organizational
directory.

STEP 2: Establishing the starting document

Your options for the starting document are:

Use the current document: uses the document


currently open

Start from a template: uses a preset Word


design. Once you make this selection a link
appears. Clicking it takes you to the Select
Template dialog box where you can choose the
template you want to use.

Start from existing document: uses a


previously saved document. Once you make this
selection, you can choose from a list of recently
used files or select another of your files.

STEP 3: Selecting the recipients

Building skills for success


Lesson 21 – Mail Merge 125

Your options for selecting recipients are:

Use an existing list: uses a previously saved


list. Once you make this selection, a link appears.
Clicking it takes you to the Select Data Source
dialog box where you can choose the file you
want to use.

Select from Outlook contacts: uses your


Outlook contacts as recipients. You must use
Outlook and have existing Contacts. Once you
make this selection, Word retrieves your Outlook
Contacts in the form of an editable recipient list.

Type a new list: allows you to create your own


list by typing each recipient.

STEP 4: Writing your letter

During this step you will be adding text and


variable information to your letter. To assist you
in this, Word has a number of pre-formatted
entries along with the fields from your recipient
list. Frequently used options include:

Address block: lets you specify the format of


recipients' names, whether to insert the company
name and postal address, and format the postal
address.

Greeting Line: allows you to format how the


greeting line will appear (e.g. Dear Mr. Randall,)
and choose which format to use for invalid names
(e.g. Dear Sir or Madam,).

More items: enables you to insert additional


address and database fields.

STEP 5: Previewing your letters

At this point, you are almost ready to merge.


Before you do so, it is a good idea to preview
your letters. You can browse through the letters
by clicking either the PREVIOUS or NEXT button.
You can also locate specific recipients.

Based on what you see during this preview, you


may decide to edit your letter, edit the recipient
list, or exclude one or more recipients from the
merge.

Building skills for success


Lesson 21 – Mail Merge 126

STEP 6: Completing the merge

Once the merge is complete, you can print the


merged letters or, prior to printing, you can edit
individual letters.

About the Mail Merger Toolbar


Within Mail Merge, there is a special toolbar to help make the mail merge quick and easy.
Toolbars allow you to simply click a button, instead of using the main menus. This document
shows the Mail Merge toolbar and describes the functions of each button.

If the Mail Merge toolbar is not displayed when you are working in your main document:

From the View menu, select Toolbars » Mail Merge

The Mail Merge toolbar appears.

Button Function

Allows you to select a document type for your


main document.

Allows you to select a data source for your


merge.

Opens the data source, making it available for


editing.

Inserts an address block in your letter.

Inserts a greeting line in your letter.

Building skills for success


Lesson 21 – Mail Merge 127

Inserts the code referencing a merge field from


the data source.

Inserts a special merge code to control how the


merge will continue (e.g., next record; If, Then,
Else).

Views the main document with information from


the data source. This is helpful for editing the
contents, punctuation, and grammar of the main
document.

Highlights the merged fields in your document

Matches fields in your data source to merge fields


in Word so as to avoid renaming them.

Merges fields and text to labels.

Moves through merged records:

• The end buttons will move to the first or last


record in the data document.
• The middle buttons will move to the previous or
next record in the data document.
• The number in the center identifies the current
record.

Locates a record in the data document.

Reviews the current document for errors in the


merge commands. For example, you may
discover a reference to a field in the data
document that does not exist or discover that a
merge code is missing the end code ( » ).

Merges the documents to a new file.

Merges the documents directly to the printer. To


save paper, use this button when you are
confident that the merge is working properly
(especially if you have a lot of records).

Merges the documents and sends them as email


messages.

Merges the documents and sends them as a fax


to each recipient. This option is available only if
you have the properly compatible components as
part of your computer system.

Building skills for success


Lesson 21 – Mail Merge 128

Mail Merge Terminology


With Word's Mail Merge feature, you can take static text (e.g., a letter) or a static format (e.g.,
labels) and personalize it. Understanding some of the terminology associated with the feature
will help you as you create merged documents.

The Documents

Starting Document

The starting document contains the format for the document with field references to the data
source.

Data Source

Referred to as a recipient list, the data source contains the unique information for each record.
It is merged with the main document to create the customized form letter or mailing list.

Components of the Data Source

The data source is organized by fields and records, as shown here:

Recipient Records

A record is made up of related information in the data document. If your data file contains
members of a student organization, one record will be the information that applies to a specific
student. This information runs horizontally across the data grid.

Fields

In the data document, a field is a subsection of a record, such as a name or zip code. Fields
can be big or small. For example, a field can contain an entire address, or separate fields may
break the address down into street address, state, and zip code. Separating the fields allows
you to use them together as a group (e.g., print the entire address at the top of the letter) or
use them individually (e.g., address the recipient by first and last name, or first name alone).
It also allows you to sort your addresses by name, state, or zip code. The nature of the task
determines how distinct your fields should be. Field information runs vertically down the data
grid.

Building skills for success


Lesson 21 – Mail Merge 129

Working with the Recipient List


For a successful Mail Merge, you will need to establish a recipient list, also referred to as the
data source. This contains the information that will vary with each record, such as names or
identification numbers. If you are creating a mailing list, for example, names and addresses
will be included in your data source.

You can either create a new data source or use a pre-existing source, such as your Outlook
Contacts. You may also wish to alter the entries in your data source without having to open it,
change the appropriate entries, and then save the changes. Mail Merge allows you to specify
which individual entries you want to include as well as add and delete data document entries
and fields.

Creating a New Data Source

Before creating the data document, take a moment to plan out the information you want to
include. While creating your data document, you can add or remove fields to tailor the
document to suit your needs. Creating a new data source is an option in the third step of the
Mail Merge Wizard.

1. From the Tools menu, select Letters and Mailings » Mail Merge Wizard...
The Mail Merge task pane appears.

2. Under Select document type, make the appropriate selection

3. Click NEXT: STARTING DOCUMENT

4. Under Select starting document, make the appropriate selection

5. Click NEXT: SELECT RECIPIENTS

6. From the Select recipients section, select Type a new list

7. From the Type a new list section, click CREATE...

Building skills for success


Lesson 21 – Mail Merge 130

The New Address List dialog box appears.

8. In the Enter Address information section, enter the appropriate information in the desired
fields

9. OPTIONAL:

1. To remove fields, refer to Deleting Fields


2. To add fields, refer to Adding Fields
3. Repeat steps a and b until you are left with the desired data fields
4. Click OK to return to the New Address List dialog box

10. OPTIONAL:

1. To add additional entries, refer to Adding an Entry


2. To delete an entry, refer to Deleting an Entry
3. Repeat steps a and b until all of your entries have been made
4. Click OK to return to the New Address List dialog box

11. When all entries are complete, click CLOSE

The Save Address List dialog box appears.

The default save location is My Data Sources and the file extension is
.mdb (Microsoft Office Address Lists).

12. Using the Save in pull-down list, navigate to the desired save location

Building skills for success


Lesson 21 – Mail Merge 131

13. In the Field name text box, type the desired name for your address list

14. Click SAVE

The Mail Merge Recipients dialog box appears.

15. OPTIONAL: Click on the desired heading which you want the list to be sorted by

16. When finished typing the list, click OK

Adding and Deleting Data Document Entries

You can add, edit, or delete records even after you have merged the data and main
documents. For the changes to take effect, however, you will have to re-merge the documents.
If you want to create a new data document, see Creating a New Data Source.

Accessing the Data Document

1. Open the main document

2. From the Tools menu, select Letters and Mailings » Show Mail Merge Toolbar
The Mail Merge Toolbar appears.

3. From the Mail Merge Toolbar, click OPEN DATA SOURCE


The Select Data Source dialog box appears.

4. Using the Look in pull-down list and other navigational tools, navigate to and select the
data document.

5. Click OPEN

6. From the Mail Merge Toolbar, click MAIL MERGE RECIPIENTS

Building skills for success


Lesson 21 – Mail Merge 132

The Mail Merge Recipients dialog box appears.

7. Select the desired entry by clicking it once

8. Click EDIT...

The Address List dialog box appears.

Building skills for success


Lesson 21 – Mail Merge 133
Adding an Entry

1. Open your data document by following the instruction under Accessing the Data Document

2. Click NEW ENTRY

If you previously had four records, the number shown in Total entries in list should change to
five.

3. Type the new record information

4. Repeat steps 2 and 3 as necessary

5. To save the new information, click CLOSE

Deleting an Entry

1. Open your data document by following the instruction under Accessing the Data Document

2. In the View Entries section of the Address List dialog box, click the buttons to display the
record you want to delete

3. Click DELETE ENTRY

A dialog box appears prompting you to confirm the deletion

4. Respond appropriately

5. Repeat steps 2-4 as necessary

6. To save the data document, click CLOSE

Adding and Deleting Data Document Fields

You can add field names or delete field names even after you have merged the data and main
documents.

Adding Fields

1. Open your data document by following the instruction under Accessing the Data Document

2. From the Address List dialog box, click CUSTOMIZE...

The Customize Address List dialog box appears.

3. Click ADD...

The Add Field dialog box appears.

4. In the Type a name for your field text box, type the desired field name

Building skills for success


Lesson 21 – Mail Merge 134

5. Click OK

The new field appears in the Field Names section.

6. Repeat steps 3-5 until all desired fields have been added

7. Click OK

8. In the new field(s), type the appropriate information

9. Click CLOSE
The Mail Merge Recipients dialog box appears, with the new field and information added.

Deleting Fields

If you delete a field, the data in the field is also deleted.

1. Open your data document by following the instruction under Accessing the Data Document

2. From the Address List dialog box, click CUSTOMIZE...

The Customize Address List appears.

3. In the Field Names section, select the field you want to remove

4. Click DELETE

A dialog box appears prompting you to confirm the deletion appears.

5. Respond appropriately

Working with the Data Source


For a successful Mail Merge, you will need to establish a recipient list, also referred to as the
data source. This contains the information that will vary with each record, such as names or
identification numbers. If you are creating a mailing list, for example, names and addresses
will be included in your data source.

You can either create a new data source or use a pre-existing source, such as your Outlook
Contacts. You may also wish to alter the entries in your data source without having to open it,
change the appropriate entries, and then save the changes. Mail Merge allows you to specify
which individual entries you want to include as well as add and delete data document entries
and fields.

Creating a New Data Source

After selecting the main document type, creating a new data source is the second step when
using the Data Merge Manager. Before creating the data source, take a moment to plan out
the information you want to include. While creating your data source, you can add or remove
fields to suit your needs.

Building skills for success


Lesson 21 – Mail Merge 135

1. If the Data Merge Manager is not displayed, from the Tools menu, select Data Merge
Manager

2. In the Data Merge Manager, under Data Source, click GET DATA » select New Data
Source...

The Create Data Source dialog box appears.

3. To remove unnecessary fields,


a. In the Field names in header row scroll box, select the field
b. Click REMOVE FIELD NAME

4. To add a field,
a. In the Field name text box, type a name for the new field which only contains letters
and numbers only, no other characters.
b. Click ADD FIELD NAME

5. To change the location of a field within the list


a. In the Field names in header row scroll box, select the field
b. Click the up or down arrows

6. When you have all of the desired fields for your data source, click OK

The Save As dialog box appears.

7. In the Save As text box, type a name for the data source

8. Using the Where pull-down list, select the save location

9. Click SAVE

The Data Form dialog box appears.

10. Type the information for each record of the Data Source

To move to the next field , press [Tab]


To move to a previous field, press [Shift] + [Tab]
To add the next record, click ADD NEW

11. When finished typing the Data Source, click OK

Editing the Data Source

You can add, edit, or delete records even after you have merged the data and main
documents. For the changes to take effect, however, you will have to re-merge the documents.

Accessing the Data Source

1. Open the main document

2. If the Data Merge Manager is not displayed, from the Tools menu, select Data Merge
Manager

Building skills for success


Lesson 21 – Mail Merge 136

3. In the Data Merge Manager, under Data Source, click EDIT DATA SOURCE

The Data Form dialog box appears.

Adding a Record

1. Open your data document by following the instruction under Accessing the Data Source

2. Click ADD NEW

If you previously had four records, the number shown in Record should change to five.

3. Type the new record information

4. Repeat steps 2 and 3 as necessary

5. To save the new information, click OK

Deleting a Record

1. Open your data document by following the instruction under Accessing the Data Source

2. In the Record section of the Data Form dialog box, click the buttons to display the record
you want to delete

3. Click DELETE

4. Repeat steps 2 and 3 as necessary

5. To save the Data Source, click OK

Adding and Deleting Data Document Fields

You can add field names or delete field names even after you have merged the data and main
documents.

Adding Fields

1. Open your data document by following the instructions under Accessing the Data Source

2. In the Data Form dialog box, click VIEW SOURCE

Your data table appears.

3. With the cursor, select the last column (or any other column where you would like another
column added)

4. From the Table menu, select Insert » Columns to the Left or Columns to the Right

5. In the header row of the new column, type the new field name

Building skills for success


Lesson 21 – Mail Merge 137

6. To save the change, from the File menu, select Save


7. To add the new field to your main document,

a. From the Window menu, select the main document


b. Position the insertion point where you want to insert the new field name
c. From the Merge Field section of the Data Merger Manager, drag and drop the new data
field into your main document
8. To add data to the new field for each record, see Editing the Data Source

Deleting Fields

If you delete a field, the data in the field is also deleted.

1. Open your data document by following the instruction under Accessing the Data Source

2. In the Data Form dialog box, click VIEW SOURCE

3. Select the column that you want deleted

4. From the Table menu, select Delete » Columns

5. To delete the field from your main document,


a. From the Window menu, select the main document
b. In the main document, select the field name
c. Press [Delete]

Selecting a New Data Source

The same main document may be used with different data sources. For example, you may
make a list for different committees or organizations. Each document may have only one data
source at a time. If you wish to merge your main document with a new data source, you must
select the new data source and replace the old one. You simply use the New Data Source
command in the Data Merge Manager to select the data source to be merged with the main
document.

1. Open the main document file


2. If the Data Merge Manager is not displayed, from the Tools menu, select Data Merge
Manager

The Data Merge Manager appears.

3. To create a new data source, under Data Source, click GET DATA » select New Data
Source...

Follow the Creating a New Data Source instructions.

OR

To select an existing data source, click GET DATA » select the file that contains the data

Building skills for success


Lesson 21 – Mail Merge 138

When you have more than one data source for a main document, you
simply select the data source you want to merge with by using the Get
Data menu which was used above to select the data file.

Building skills for success


Applying Breaks
LESSON 23
+ + + +

In This Lesson:

The Show/Hide button

What is a section break?


When you are working with long documents, you might want
certain sections to be formatted differently from others. For Applying Section break
example, you might want to omit the page numbers on the
Changing Page Orientation
first few pages of a document, or you may need one page to For a Section
be ‘landscape’ rather than ‘portrait’ orientation.
Applying Custom Page
To do these things, you need to use a feature called a
Numbering
section break. Section breaks allow you to split your
document up, so you can apply different formatting to the + + + +
different sections.
This document will show you how to apply section breaks,
and will show you how to use them to format your
document.

The Show/Hide button


One of the most useful tools you can use when formatting
documents in Word is the Show/Hide button (Fig. 1). When
on, the tool will show you where all the formatting in your
document is – spaces between words, paragraph breaks,
tabs, page breaks, section breaks, and so on. For example,
wherever there is a paragraph break you will see this
symbol: ¶. When working with section breaks, it is useful to
have this tool switched on. It will show you where your
section breaks occur, and will help you iron out any
problems with their placement.
Lesson 23 – Applying Breaks 140

What is a section break?


There are two main types of section break that you may want to use – Next page
and Continuous.

Next page
Next page inserts a section break, breaks the page, and then starts the new section
on the next page:

Generally, you will find Next page section breaks the most useful, as you will usually
need a new section and/or formatting style to start on a new page.

Applying Section Break


1) Place your cursor where you want the section break to go:

Fig. 4 Insert cursor


2) Click on the Insert menu
3) Choose Break…
The Break window will appear (Fig. 5)

Building skills for success


Lesson 23 – Applying Breaks 141

Fig. 5 The Break window

4) Under section break types choose the type of break you wish to use (Next page or
Continuous)
5) Click OK
Your Section Break should now appear as shown in Fig 6:

Fig. 6 A section break

Changing Page Orientation For a Section


You need to use section breaks if you require a page or pages in the middle of a
document to be of a different orientation. For example, if all pages in your document
are portrait but you would like page 10 to be landscape:

1) Create a Next page section break at the end of page 9, where you want to change
from portrait to landscape
2) Create another Next page section break at the end of page 10 where you want to
return to portrait
3) Make sure your cursor is on page 10
4) Click on the File menu
5) Select Page Setup…
The Page Setup window will appear
6) Make sure the Margins tab is selected

Building skills for success


Lesson 23 – Applying Breaks 142

7) Underneath the Orientation heading click on Landscape


8) In the Apply to: drop-down box, make sure This section is selected
9) Click OK In this example, page 10 would now be in Landscape orientation, but the
pages surrounding it (9 and 11) would remain in Portrait

Applying Custom Page Numbering


Section breaks allow you to apply custom page numbering to your documents. For
instance, you may want to start you page numbering after the title and contents
page, and so on.
As an example, the steps below show you how to begin the page numbering on page
5 of a document.
1) Place your cursor at the bottom of the text on page 4 of your document

2) Insert a Next page section break

3) Move your cursor to page 5


4) Click on the View menu
5) Select Header and Footer

Building skills for success


Lesson 23 – Applying Breaks 143

The main text in your document is now greyed out and the header area is
visible. The Header and Footer toolbar is opened.
6) Deselect the Same as Previous button
This means you can make changes to the header in the current section without
it affecting the header in the previous section

7) Add page numbering by clicking on the Insert Page Number button (Fig. 9)
8) If required, you can apply further formatting to your page numbers by clicking on
the Format Page Number button

Building skills for success


Table of Contents
LESSON 24
+ + + +

In This Lesson:

Preparing for a Table of


Contents
To simplify your document production process, Microsoft
Inserting a Table of Contents
Word automates the generation of a table of contents. This
feature enables you to easily and efficiently generate and Updating a Table of Contents
update a table of contents, which is an important aspect of
an effective document. + + + +

Preparing for a Table of Contents


Before Word can create the table of contents, you must
decide which material will be included and how it should
appear. To indicate which elements should be included, you
should designate each element using either the headings
option the paragraph settings option.

You can not only designate what elements will be included in


the table of contents, but how they are arranged as well. For
example, a page title might be labeled Heading 1, and the
subtopics that fall below it might be labeled Heading 2.
When the table of contents is generated, its style will reflect
the differences in your Heading designations.

Preparing for a Table of Contents: Using Heading Styles

1. Place your cursor within the item to be included in the


table of contents

2. On the Formatting toolbar, from the Style pull-down


list, select the desired heading

3. Repeat steps 1-5 as necessary for each item to be


included in the table of contents
Lesson 24 – Table of Contents 145

Preparing for a Table of Contents: Using Paragraph Settings

1. Place your cursor within the item to be included in the table of contents

2. From the Format menu, select Paragraph...


The Paragraph dialog box appears.

3. Select the Indents and Spacing tab

4. From the Outline level pull-down list, select the appropriate level
By default, levels 1, 2, and 3 are included in the table of contents.

5. Click OK

6. Repeat steps 1-5 as necessary for each item to be included in the table of contents

Inserting a Table of Contents


After you have prepared a document, you can insert a table of contents. To add a table of
contents to a document, use the following instructions.

1. Place your insertion point where the table of contents should appear

2. From the Insert menu, select Reference » Index and Tables...


Select the Table of Contents tab

Building skills for success


Lesson 24 – Table of Contents 146

3. From the Formats pull-down list, select the desired style for the table of contents
Your selection will be shown in the Print Preview and Web Preview scroll boxes.

4. To change the formatting of a level within the table of contents:

a. Click MODIFY...
The Style dialog box appears.
b. From the Styles scroll-box, select the level that you want to modify
c. Click MODIFY...
The Modify Style dialog box appears.
d. Make the desired formatting changes
e. Select Add to template
f. Click OK
You are returned to the Style dialog box where your changes are shown in the Preview
box.
To make additional changes to the same level, repeat steps c - g
g. When finished, in the Style dialog box, click OK

h. In the Index and Tables dialog box, click OK

5. To change the levels to be included within the table of contents, in the Show levels text
box, select the appropriate number of levels

a. To include a heading in the table of contents, in the TOC level text box for the
appropriate heading, type the table of contents level at which the heading should be
included
b. Click OK

6. In the Index and Tables dialog box, click OK


The table of contents is generated and appears in your document.

Building skills for success


Lesson 24 – Table of Contents 147

Updating a Table of Contents


After you have worked on a document which contains a table of contents, you have the option
of updating the table of contents to reflect the changes you have made. You can make
formatting changes (i.e. text size and color) to the table of contents as you would to ordinary
text.

1. From the Outlining toolbar, click UPDATE TOC


If the Outlining toolbar is not present, from the View menu, select Toolbars » Outlining.
OR
Right click the table of contents » select Update Field

2. If only page numbers have changed in the document, select Update page numbers only
If headings have changed, select Update entire table

3. Click OK

Building skills for success


Index
LESSON 25
+ + + +

In This Lesson:

Marking Index Entries

Creating an Index Table


An Index shows the position of selected words or phrases in
a printed document. + + + +
In Word there are two stages to creating an index. First
mark the text to be included in the index, and then create
the index table.

Marking Index Entries

1. Highlight the desired word.


2. From the menu select Insert | Reference| Index and
Tables…
3. Select the Index tab.
4. Click on the Mark Entry button to view the Mark Index
Entry dialog box.
Lesson 25 – Index 149

5. Ensure Current page from Options is set. Check Italic in Page number format.

You can edit the Main entry text at this point if you want the text that appears in the
index to be different from the text in the document. You can also create a subentry if you
think people will look up different words for the topic. For example if the text in the
document is about mountaineering you may wish to create a subentry for climbing.

6. Click the Mark All button to create an index entry for all occurrences of the words Health
and Safety. Mark All marks only the first occurrence in each paragraph, so repetitions
within a paragraph will not be marked.

7. Click Close.
Notice an XE is marked after the desired word.

The keyboard shortcut Alt/Shift/X can be used to create an index.

You don’t have to close the Mark Index Entry dialog box until you have finished marking all
the entries for the index. Scroll through the document and add two or three more appropriate
words to the index.

Indexes are case sensitive. For example Health is not the same as health.

Index entries can also be marked by entering all the words to be indexed in a separate
document. Save that document and from the Index tab of the Index and Tables dialog box
click on the AutoMark button. Select the created file and Word will automatically index every
occurrence of the words.

Creating an Index Table

Once index entries have been marked, it is a simple process to create the index table. This is
usually placed at the end of the document, perhaps in a separate section.

1. Position the cursor at the end of the document and insert a Next Page Section Break.

2. Select Insert | Reference | Index and Tables. The Index and Tables dialog box
appears.

Building skills for success


Lesson 25 – Index 150

3. Select the Index tab and choose a Format from the drop down list.
4. Click OK.
5. Look at the index that has been created.
6. Close the document without saving any changes.

Building skills for success

You might also like