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Word 2013 Essential Training

Word 2013 Essential Training

with David Rivers

 


Start building better documents with Microsoft Word. In this course, author David Rivers teaches you the basics of creating, editing, and formatting documents in Word 2013. Discover how to leverage templates and building blocks to create a stylish document with instant purpose; collaborate with other writers and editors; create numbered and bulleted lists; and work with tables. Plus, learn to automate these tasks with macros, and use the proofing tools in Word to check spelling and grammar and more.
Topics include:
  • Creating new documents
  • Saving documents and document versions
  • Editing PDFs in Word
  • Cutting, copying, and pasting text
  • Finding and replacing text
  • Undoing mistakes
  • Adjusting paragraph and page formatting
  • Applying themes and styles to documents
  • Illustrating with pictures, shapes, and clip art
  • Creating and saving macros and Quick Parts
  • Checking spelling and grammar
  • Tracking changes and inserting comments

show more

author
David Rivers
subject
Business, Productivity, Computer Skills (Windows), Word Processing, Teacher Tools
software
Office 2013, Word 2013, Office 365
level
Appropriate for all
duration
5h 9m
released
Jan 29, 2013

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Introduction
Welcome
00:04Hi, and welcome to Word 2013 Essential Training. I am David Rivers.
00:08Word has gone through a major makeover, and in this course, we'll see
00:11everything you need to know to work efficiently, and be productive with
00:15this latest version of the world's most popular word processing software from Microsoft.
00:19We'll begin with a quick tour of the brand new user interface to get you
00:23comfortable in this new environment, and explore new items, like the bookmark
00:27feature that remembers where you left off in a document before you closed it,
00:31and takes you back to that spot the next time you open it.
00:34We'll see how to improve your productivity by using styles, and themes, and then
00:39we'll explore creating lists.
00:41Then it's on the topics for making your documents sizzle.
00:44We'll examine ways to illustrate a document with images, special effects, and more.
00:50We'll explore reviewing techniques using document markup, and then we'll examine
00:55a variety of ways to share these documents with others, like using the cloud by
00:59saving them to SkyDrive.
01:01We have a lot to cover,
01:02so let's get started with Word 2013 Essential Training.
Collapse this transcript
Using the exercise files
00:00If you are a premium subscriber with lynda.com, you'll have access to
00:04the exercise files, and the exercise files allow you to follow along
00:08with me step by step.
00:10Now, if you do plan on using the exercise files, I highly recommend placing them
00:14in a convenient location, such as the Desktop.
00:16When you double-click this folder, you'll notice subfolders representing each
00:20of the chapters in this title.
00:22It's in those folders where you'll find the files we'll be using in
00:25each individual chapter.
00:27Now, if you don't have access to the exercise files, no need to worry; you can
00:32still learn lots by trying to follow along with your own files, or even by
00:36sitting back, relaxing, and just watching!
Collapse this transcript
1. Getting Started with Word 2013
Launching Word and touring the interface
00:00Before we can dive into the many powerful features and functions of Word 2013,
00:05we first need to launch the program, and get comfortable in our environment,
00:08so let's explore the user interface by first launching Word 2013.
00:12If you're in Windows 8, and logged in already, that will give you a nice head start.
00:17If you are in Windows 7, you can launch Word 2013 from there as well.
00:22Now, what you see at the very beginning here is different from previous
00:25versions of Word 2013.
00:27This is our start screen,
00:28and down on the left-hand side, you will see a color-coded area, a panel on the
00:32left; for Word it's blue, Excel it's green, Power Point is orange, and so on.
00:37And you'll see a list of your recently worked on files, so you have quick access
00:41to them if you want to go back.
00:43You also have a link to open other documents, allowing you to browse your
00:47computer and online.
00:48To the right, we have a number of templates, including the default template,
00:51which is our blank document.
00:53If you're looking for a template that does not show up here on this initial
00:57screen, you can search for templates online,
01:00and there are thousands to search through.
01:02There are also some suggested searches to help you get started as well.
01:05If you are logged in already to your Microsoft account, you'll see that
01:09information here in the top right corner.
01:11You can switch to another account if you have another account, or perhaps you
01:15share this computer with others, and they'll want to switch to their own accounts.
01:19Also, in the top right corner, you'll see a button for getting help -- F1 is still
01:23the keyboard shortcut --
01:25a minimize button, maximize, and a close button to close Word 2013 altogether.
01:31Now, the default template is a blank document.
01:33So, let's go there and just simply click once.
01:36Now, this launches Word to the initial user interface that you will see once you
01:41get past that start screen.
01:43Over here on the left-hand side is our Navigation pane.
01:46So, if your document has Headings, you want to go through Pages, or Results, you
01:51can search quickly using this Navigation pane.
01:54It can also be closed up using the Close button, and you can view it at any time
01:58from the View tab on the ribbon.
02:00Let's move up to the top of the screen.
02:02We still have the quick access toolbar.
02:04You will see some buttons there by default, like the Save, Undo, and you'll also
02:08see a little repeat option here as well, and then the dropdown where you can
02:13pick and choose what's going to show up on your Quick Access Toolbar.
02:16Anything with a checkmark is already showing.
02:19You can remove them by clicking them, or you can add items as well.
02:23We'll go back to that in a later lesson.
02:26Right below that is our ribbon, of course,
02:28and you'll notice the very first tab,
02:29the File tab, is actually going to take us to our backstage view.
02:34So, let's go there now.
02:36This takes us to a different view with a list of options down the left-hand
02:39side, for opening, saving, creating new documents, printing, exporting, etcetera.
02:44We can also access our Word options down here at the very bottom.
02:48We can go back to recent documents, go to your SkyDrive account,
02:53and with your Windows account, you do get some free space there, and of course,
02:57you could purchase more if you needed to.
02:59But it's a great way to save your documents to the cloud, so you have anytime,
03:02anywhere access to them.
03:04You can also browse your computer to open files there;
03:07even add places, little shortcuts that will take you directly to other
03:11locations if you wanted to.
03:13There is also a Back button up here.
03:15So, we can click the Back button to go back where we started before we clicked the File tab.
03:20Next is the ribbon, and you'll see the Home tab is highlighted or selected by
03:24default. So, we're looking at various sections here;
03:26the Clipboard, Font Sections.
03:28Notice that many of these have a little arrow icon in the bottom right corner,
03:32so you can actually expand these, and get full dialog boxes that you might be
03:36used to from previous versions in Microsoft Word.
03:40You have quick access to Styles, but you can also go to the full Styles dialog
03:44by clicking the arrow in the bottom right corner of that section.
03:48Let's just quickly go through some of the tabs.
03:50If you need to insert objects into your document, go to the Insert tab.
03:53And again, it's broken up into categories;
03:55so Pages, Tables, Illustrations, etcetera.
03:59Under Design, we have a number of design options, and here's where you can get
04:03into various document formatting options, and color schemes, etcetera.
04:08Page Layout, References, Mailings, Review, and View at the very end; the View
04:13Tab is going to show you your default view, which is our Print Layout view.
04:17We'll be talking about the different views in an upcoming lesson,
04:20but for now, just notice that the Print Layout is the default view, and
04:24that's the default view you might be used to from previous versions of
04:27Microsoft Word as well.
04:29I will go back to the Home tab.
04:31Also, if you have long documents, you're going to see scrollbars over here on
04:35the right-hand side, so you can scroll through your pages.
04:38If your document is too wide, the scrollbar will appear across the bottom; a horizontal one.
04:43And then down at the very bottom, we have on the status bar some information.
04:46You can see we're at Page 1 of 1;
04:490 words so far, so there is a Word count that shows up there.
04:52And also, on the right-hand side, those View modes we just saw from the View tab
04:57are available to us here.
04:58So, we have Read Mode, the one that's selected, Print Layout, as well as Web Layout.
05:02And then, we have our Zoom slider.
05:05So, we can use the minus sign and the plus sign to zoom in and zoom out of our
05:10documents, or we can click and drag the slider, and we'll always see the number
05:14in a percent off to the right.
05:16To bring it right back to the middle, or 100%, we just drag the slider, or use
05:21the plus or minus signs to get there.
05:23So, that's a quick tour of our user interface here in Word 2013.
05:27Now that we are comfortable in our environment, it's time to do a little more
05:31exploring, and start getting into some of the features and functions available
05:34to us here in Word 2013.
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Opening, closing, and reading documents
00:00As we continue to get comfortable with the user interface here in Word 2013,
00:04let's open up a document to take it a step further.
00:07To do that, we go to the File tab.
00:10Next, we'll make sure Open is selected.
00:13Now, from here, you can actually access recent documents quickly and easily from
00:17the Recent Documents list.
00:18If it's your first time using Word, of course, there won't be anything on this list.
00:22We're going to the exercise files, and we haven't actually opened up any of them yet,
00:27so that means we have to choose another option.
00:30Notice the next option; the next default is your SkyDrive.
00:33If you're already logged in to your Microsoft account, you'll see your name
00:36followed by SkyDrive.
00:38This is a great way to store files on the cloud, and then have easy, anywhere
00:42access to those files from any device.
00:45But we're going to our computer,
00:47and here's where we go to browse, not just our own standalone computer, but any
00:51network connections as well.
00:53This is the old way of opening files.
00:55So, we'll click Computer,
00:56and next you'll see a list of Recent Folders you may have accessed.
01:00And if it's not on the list, just click Browse.
01:03This opens up a separate window, and this is what we're used to seeing when we
01:07go to open files in Microsoft Word.
01:09My Exercise Files are on the Desktop.
01:11So, over here in the left-hand side, in the Navigation pane, I'll select Desktop.
01:15You can follow along with me if that's where you placed yours.
01:19Next, we'll double-click a folder to open it up.
01:21There is the Exercise Files.
01:22A double-click opens it up to display subfolders.
01:26We'll double-click our Chapter 1 folder now,
01:29and then here is where we find the files we're going to be working with,
01:32including this first one;
01:33No Obstacles Bio Reading.
01:35Select that by clicking it, and click Open.
01:38You can also double-click to make it a little quicker.
01:41Now, it's going to open up the file, and you're going to be using the default
01:45view here, which is our print preview.
01:48If we move down to the very bottom of the screen, on the status bar, you'll
01:51notice the middle view button is selected,
01:55so the print preview, or Print Layout that we're looking at here is exactly how
01:59our document is going to print.
02:01Over here on the left-hand side in the Navigation pane, with Headings selected,
02:05you will notice there are a number of headings in our document.
02:08So, we can jump quickly to those sections just by clicking a heading.
02:11If we want to go to the Executive Team,
02:13we'll just click Executive Team, and we arrive at that page.
02:17Look at the bottom left-hand corner; you'll know what page you're on.
02:20It happens to be Page 4 of 5.
02:22Let's go back to the top.
02:23We can click right above our first heading; right above mission statement to get to the top.
02:28Now remember, this is our Print Layout view, also known as print preview.
02:32Let's go down to our view buttons now, and go to a new view called reading view.
02:37In Read Mode, what we are actually going to be doing is focusing on reading our document.
02:42So, the page numbers really don't matter;
02:44they are going to change based on our zoom level.
02:48The default zoom level should be 100%, or actual size.
02:52But of course, if we want bigger text size, bigger print, we can
02:55click and drag that to the right.
02:57So, for example, if we go to about 116%, it's a little easier to read, but
03:02notice the number of pages now has jumped up to 10.
03:05You also have some navigation buttons now.
03:08You'll have arrows on the left and right to move forward and backward through the pages.
03:12So, let's go to the right, we'll click,
03:14and we see the next two pages. Click again; the next two pages. Want to go back?
03:19We can go back using the left arrow.
03:22Now, of course, we still have our Navigation pane open;
03:24if you haven't closed it, you can use those headings.
03:27Let's go to Executive Team.
03:29Notice now that we're looking at Screens 7 and 8 of 10; not necessarily pages.
03:36So, that's our reading view.
03:37If you have a touchscreen, you can swipe as well.
03:40Let's switch views now back to our Print Layout.
03:43It goes back to the original view, and our cursor is flashing right where we
03:48left off in Read Mode.
03:50So, let's go back to the top by clicking the arrow at the very top of our list of headings.
03:55And that's a quick look at opening up a document, and using Read Mode to read
04:00what might be considered a longer document.
04:03When we're done, to close up a document, we simply go back to that File tab, and
04:08from here, you'll find Close.
04:10If you haven't made any changes to the document, it simply closes up.
04:14If you have made changes, you'd be prompted to save those changes, at which
04:18point you could choose to do so, or simply cancel, which will close it up
04:22without saving any changes, and take you back to the previous screen.
04:25We were looking at a new blank document,
04:27so that's what we see as we continue on here in Word 2013.
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Using the new bookmark feature
00:00There's a new feature here in Word 2013 that I really like.
00:04It's called the bookmark feature,
00:05and it's going to remember where you left off in a document,
00:09so when you return to that document, you have the option of going directly back
00:13to that spot, without having to navigate through pages, for example.
00:17Let's check it out.
00:18We'll open up a document.
00:19Let's use a keyboard shortcut this time; Ctrl+O on the keyboard.
00:23Now, that's the same as going to the File tab, and selecting Open.
00:27Next, we'll go to Computer, and we'll go to the Chapter1 folder of our Exercise Files.
00:33From here, we'll open up the Identity Branding and Style Guide this time.
00:37So, we'll give it a click, and click Open.
00:40So, now we're browsing through this document.
00:42Let's go down, using our scrollbar on the very far right-hand side.
00:47We're scrolling through, we're reading, it looks like there are some
00:49comments here, etcetera,
00:51and then we get down to this page here.
00:56We'll click in there anywhere, and maybe we want to make some changes, or just
01:00simply continue reading this document.
01:02And then we're interrupted.
01:03it could be anything; could be the end of the day, could be we need to close up our computer.
01:08Let's just do that.
01:09We'll go to the File tab, and close up this file.
01:13We haven't made any changes, so we're not prompted to save anything.
01:16And now it's time to go back to it.
01:19So, we'll click the File tab this time, because if we go down to Open, you'll
01:23notice in the Recent Documents, it's the last document you were reading.
01:27Let's give it a click,
01:28and this time, when we open it up, you'll see this little message over here on
01:32the right, giving you the option to pick up where you left off.
01:36Doesn't matter if it was a few seconds ago, or a few days, or weeks ago, it will
01:40remember, so you can click this bookmark.
01:43And by the way, if you just look at that momentarily, and move your mouse away
01:47from it, it kind of collapses into this bookmark icon.
01:50At any time, go back, it will expand, and then just click to pick up where you left off.
01:56So, notice we're back to Page 4, right where we left off before we closed up this document.
02:01You don't have to click in the document either; you could just be looking at the page.
02:05Word 2013 is going to remember, and offer you that opportunity the next time you
02:10open up the document. Let's close it up.
02:13We'll go to the File tab, click Close, and continue with our new blank document.
Collapse this transcript
Creating new documents with templates
00:00Whether you're creating a new document from scratch, a new blank document, or a
00:05fancy calendar, a brochure, envelopes and labels; in any of those scenarios, you
00:11will be using some form of template.
00:14So, we are going to look at creating new documents now, using templates.
00:18To do this, of course, we can go to the File tab, and then select New down
00:23the left-hand side.
00:24Now, from here, as we saw in an earlier lesson, the very first option, which is
00:28the default, is a blank document.
00:30But indeed, this is a template;
00:32a template that has 1 inch margins all the way around on an 8.5 by 11 sheet of paper.
00:38That's all part of the template setup.
00:40There's also a default font that's going to be used, font size;
00:43that's all built into the template.
00:45But, as you can see, there are many other templates to choose from.
00:48For example, next we see a due diligence document, or a business calendar.
00:54As we scroll down the list, we see different designs;
00:58cards, menus, and so on.
01:00Now, your list may not look identical to mine.
01:03This list can change over time.
01:05But, just so you know, there are actually thousands of templates to choose from.
01:09If you're connected to the Internet, you can go to the Search field here, and
01:13start typing in keywords, or if there's already a keyword showing up next to
01:18suggested searches, you can click there.
01:21Looking for calendars, for example, you would click Calendar, and you'll notice
01:24it's searching thousands of templates online.
01:27You'll see a number of thumbnails representing different layouts, or templates,
01:32and then you'll see calendars here under Category, including a number of other
01:36categories like Monthly, Annual.
01:39Look at this: Education, and Student calendars. Lots to choose from.
01:43You'll even see the number of templates in that category,
01:46and as you scroll down, depending on what you choose for your keywords -- in this
01:50case, Calendar -- you'll see quite an extensive list.
01:55So, let's say we wanted to go back; we'll click Home.
01:57And what we're really looking for, maybe, is a brochure.
02:02So, we can type in brochure.
02:04If we wanted to add additional keywords at this point, we can leave a space, and type in more.
02:09How about marketing?
02:11Press Enter on your keyboard, and again, the search takes place.
02:15And in this case, you'll see Marketing up here at the top, and then a number of
02:19other categories down below, so you can narrow your search down.
02:23The scrollbar you see next to the thumbnails allows you to go through the
02:27default search results,
02:29and if you see something you like, it's a simple matter of selecting it.
02:33Let's go to Realtor newsletter (half-fold). We can select it.
02:37We'll get another thumbnail representation with additional images representing
02:42the various pages in this template,
02:44and you'll also get a nice little description over here.
02:47Notice the page size; not exactly what we're looking for.
02:50Maybe our printer doesn't accommodate that size.
02:53So, no problem; we don't have to select this.
02:56We can go to other options using the navigation arrows that appear on the left and right.
03:00So, we can go through other options, looking for one that's maybe closer to our needs.
03:06And if you see one, it's just a matter of clicking Create.
03:09If you don't want to go through all of them using the navigation arrows, no
03:13problem; just close this up, and you're back to the original list.
03:16So, you can scroll through on your own, maybe narrow it down. Advertisement
03:21might work; close to marketing.
03:23And when you find one, give it a click.
03:26That looks a little bit better; 8.5 by 11 sheet of paper.
03:29All you have to do is click Create.
03:31Now, if you think this is a template you're going to come back to on a regular
03:36basis, there is a pushpin button,
03:37so it will always be pinned to your list of templates.
03:40So, when you go to create a new document, this will be on your list,
03:44and that's why everyone's list can look different when they go to create new documents.
03:48So, let's pin it to our list of templates, and then click Create, so we can go
03:52back to it, creating as many as we need using this format.
03:56So there is our new document, using the template.
03:59You can see it's actually a 2 page document.
04:01As we move down to the bottom left corner, we see that.
04:04And of course, we can use our scrollbar to scroll through.
04:07We can also use Page Up and Page Down on the keyboard to move through the pages.
04:11The nice thing, of course, about templates is you'll see placeholders.
04:14And in this case, the text really doesn't make sense, but we can replace it with
04:18our own. Where it says Insert headline here,
04:21we can click to get inside that text box, highlight what we want, and type in
04:26our own title or headline; No Obstacles.
04:31Now, when we use a template like this, don't be fooled by all of the content.
04:35We don't actually have a document that's been created and saved at this point.
04:39If you look to the title bar at the top, you'll notice document, and a number
04:44up here, representing a brand new document that has yet to be saved.
04:48So, if you do want to keep this, you do need to use the Save button, or go to
04:52File, and choose Save, or Save As from that list.
04:55You could even use the keyboard shortcut Ctrl+S. So, let's just save this.
05:00Notice the new default; your SkyDrive is the default location,
05:05but if you prefer, you can go to your own computer.
05:08I'm going to do that, and I am actually going to save it to my Desktop.
05:12So, I am going to select that, and just type in NO_Marketing_brochure.
05:23And when hit Save, I now have a saved document on my Desktop.
05:27You might see this message indicating that it's going to be upgraded to the
05:30newest file format.
05:32So, if the template you chose uses the older format, the .DOC format, it will be
05:37updated to DOCX. Click OK,
05:40and now you're working on a document that actually has a name, and has been saved.
05:44We see it up here on the title bar.
05:47So you can continue working on it, or if you wanted to move onto something
05:50else, you're safe to close it, since you have saved the document.
05:54Let's go to File, and click Close.
05:56So that's how we create new documents from templates.
05:59Remember, you have access to thousands of templates; that's if you're
06:03connected to the Internet.
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Saving documents
00:00Nobody wants to lose their hard work, so saving is extremely important here in Word 2013.
00:06There are number of different options to explore,
00:08so let's do that using our Identity Branding and Style Guide document.
00:12First of all, you'll notice on the quick access toolbar the icon representing a floppy disk.
00:17That is your Save button.
00:19That's the fastest way to update changes.
00:21Also, the keyboard shortcut Ctrl+S will do the same thing.
00:25So, if you're updating a document that's already been given a name, and has been
00:29saved at least once, you'll be updating those changes.
00:33For example, here in our document, clicking this button will update any
00:36changes we may have made.
00:38Now, if we are going to be creating a document from scratch, or if we want to
00:42choose a different name, or a location, for example, we need something called
00:46Save As, and we access that from the File tab.
00:49Clicking that takes us to the backstage, where we can click Save As.
00:54Now, from here you're going to see certain defaults.
00:56Right at the top of the list now here in Word 2013 is SkyDrive; the cloud.
01:01If you wanted to, you could save your documents to SkyDrive.
01:05Everybody gets some free space with their Windows Live account, for example.
01:09And if you needed more space, you can buy more space.
01:11All it means is it's in the cloud, and you'll have access to it from any
01:15computer or device that's connected.
01:18Of course, if we want to save it to a local drive, maybe an external drive
01:23that's connected to our computer, even a network drive, here's where we go; Computer.
01:28Now, with Computer selected, you'll notice over here on the right-hand side the
01:31current folder where it already exists, some recent folders we may have used in
01:36the past, and a Browse button.
01:38And by clicking Browse, we get the dialog box we're used to seeing in previous
01:42versions of Microsoft Word.
01:45So, here we see the name,
01:46and if we want to keep the same name, that's fine; we don't have to touch anything.
01:50If we want to make a version of this, though, we might add a number at the end. Let's do that.
01:54Let's call it Identity Branding and Style Guide 2.
01:57You'll notice right below, it's going to be saved as a Word document.
02:02Now, when we click this dropdown, there is quite a list of formats to choose from.
02:07So, for example, if we were going to be sharing this with people, and we wanted
02:10them to be able to read it, not necessarily work on it, we might choose a
02:14format like PDF, or Portable Document Format, or the Microsoft version of that,
02:19which is XPS document.
02:21It could be saved as a Web page, or plain text;
02:24lots of different options from this dropdown.
02:26Let's just leave it at Word Document, which is the latest format.
02:31There are earlier formats to choose from here as well, like 97-2003, for example.
02:37So, we'll leave it at Word Document.
02:38Let's say we want to change the location as well.
02:41Let's say we want to put this on our Desktop.
02:43Well, we can use the navigation pane on the left-hand side here to choose
02:47different locations.
02:48If you have a USB drive connected, you would see that on the list here as
02:52well. Or, for example, if you were on a network, you would see network
02:56connections to choose from here.
02:58That's great for sharing, for example, in an organization.
03:02So, let's make a selection.
03:03We'll go to the Desktop.
03:05Now we're saving a copy of this in a different location; using the same name
03:08with a 2 on the end, and clicking Save is going to do just that.
03:13Now, the document does stay open,
03:14so we are now working on the newer version of this document, which is saved on the Desktop.
03:19You'll see the name on the title bar: Identity Branding and Style Guide 2.
03:24So, of course, if we make changes to this, and we want to update them, we have
03:28the keyboard shortcut Ctrl+S, or the quick access toolbar, where we can click the Save button.
03:33But if we want to make any changes to the name, location, for example, even the
03:37format, we need to go to Save As.
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Opening and editing PDF documents
00:00One thing you can do in Word 2013 that you could never do in any previous
00:05version of Microsoft Word is open up a PDF file, and start editing it.
00:10In fact, you can make changes to the PDF file, and save it back to a PDF file.
00:14That's what we are going to do right now. So, it really doesn't matter what's on
00:18your screen at this point.
00:20We are going to open up a file by going to the File tab, and choosing Open.
00:24Next, we are going to go to our Computer, and find the Exercise Files.
00:27We are going to the Chapter1 folder, which is a Recent Folder that I viewed,
00:31so it's on my list,
00:32but wherever you've stored your Exercise Files, going to the Chapter1 folder,
00:35you'll see we do have a PDF file here called No Obstacles Bio.
00:40Now, this file is typically opened in a PDF Reader. It's read-only,
00:45and if we wanted to make changes to the file, typically you'd need a program
00:48like Adobe Acrobat, for example.
00:50Well now, if you have Word 2013, you can go right ahead, select it, and click
00:55Open to open it up in Word.
00:57And now what's going to happen is it's actually going to be converted to a Word document.
01:02Once it's a Word document, of course, you can make all the changes you like, and
01:06then save it back to a PDF.
01:08So, you will see this message each time, unless you decide to click the checkbox
01:12next to Don't show this message again. Click OK.
01:16The conversion takes place, and depending on the document, the size, and the
01:20contents, it could take a little bit of time,
01:23but what you'll end up seeing is a Word version of that document.
01:27So, now that we have our document, including graphics, etcetera, if we wanted to
01:32make a change to this -- for example, how about we type in Our Company Bio.
01:37We go up to the File tab, and click Save As.
01:40I want you to see what happens here.
01:42We'll choose a location.
01:44How about the Desktop?
01:45As soon as we do that, you'll notice the file name is No Obstacles Bio, and the
01:50Save As type is Word Document, not PDF.
01:54Because it was converted to Word, that's what we're working on,
01:56and if we do go ahead and save this, we'll be saving it as a Word Document.
02:01So, if you wanted to go back to the PDF format, click the dropdown, choose PDF
02:05from here, and then click Save.
02:07Now, just before you click Save, you'll notice that there is an
02:10optimization setting here.
02:12Standard is the default, it's great for publishing online, and printing if this
02:16document were to be printed.
02:17But there is another option called Minimum Size,
02:20and this is if you're going to be publishing your document, your PDF file online only,
02:25and it doesn't need to be as high quality for print.
02:29So, it does save you some size in the file size, and if you're going to be
02:32uploading it, that's important.
02:34But we'll leave it at Standard.
02:36We are storing it on the Desktop. We'll click Save,
02:39and we now have our document saved as a PDF.
02:42If you've left the Save As default as is, like I have, automatically, the reader
02:47is going to open up the document, so you can actually go through it, looking at
02:52the PDF version of the document you just edited in Microsoft Word 2013.
02:56I am going to press my Windows key on the keyboard, go back to my Desktop in
03:02Microsoft Word, and we'll continue from here.
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Printing documents
00:00At some point you may need to print a document you're working on here in Word
00:042013, so let's talk about some of the print options as we continue to work with
00:08our Identity Branding and Style Guide document.
00:11All we're going to do is click the File tab, and then go down to Print.
00:16Click that, and you'll see a number of Print options here in what we
00:19call backstage view.
00:20I really like this new layout.
00:22Over here on the right-hand side, we have a nice preview of our document, and we
00:26can go through the pages using the navigation buttons down at the bottom.
00:31We also have a Zoom slider. If you want to be able to really read the content,
00:35you can zoom in and zoom out by clicking and dragging that slider. I'm going to go right
00:40to 100%, and navigate through the various pages.
00:44So, when we're ready to print, we have a number of print options to choose from,
00:48and there are defaults that we need to know about before we go ahead and print.
00:52First of all, clicking the Print button here will print one copy;
00:56you can see the number of Copies set to 1.
00:58Of course, we can change that. You can use the up and down arrows, or simply type
01:02in a number of your choosing if you wanted to.
01:05I'm going to leave it at 1.
01:07It will go to your default printer.
01:09Mine looks like its going be Send to OneNote 2013 right now if I were to go
01:13ahead and print. You may see a different printer there.
01:16Clicking the dropdown allows you to choose any printers that are connected.
01:21Also, you'll notice down below some options for printing the number of pages.
01:26Well, in this case, the default is All Pages, all seven pages will be send to the printer.
01:31If you're only interested in printing the page you're looking at, you would
01:34need to click this dropdown, and you'll see there are a number of options to choose from here.
01:39Just the Current Page, or Just this page is an option.
01:42And if we had, for example, some text is selected in our document, we could print
01:47just the selected text.
01:49We don't, so Print Selection is not an option at this time.
01:53We also have Custom Print,
01:54so if you want to print, maybe, pages that aren't even together, choose
01:58Custom Print, and then type in the pages.
02:01If you wanted pages 2 through 5, that would be 2-5.
02:05If you wanted pages 2 and 5, that would be 2, 5. And maybe 7 as well: Comma, 7, and so on.
02:13Printing One Sided is the default for me and my selected printer.
02:17Some printers are double-sided printers, and you have the option of printing
02:21double-sided automatically.
02:23If you need to print on both sides with a printer like I'm using, an inkjet
02:27printer, you might have to flip pages, and you can see there are some
02:30instructions here on how to do that.
02:32We'll leave it as One Sided.
02:34Now, Collated is important if you're printing copies.
02:38So, if we had, for example, set the copies to 5, we would not want five page 1s,
02:43then five page 3s, and five page 7s, etcetera. What we really want is collating,
02:49and the default is, you'll see, 1,2,3, 1,2,3, 1,2,3, etcetera.
02:54But sometimes you do want un-collated copies, and you can do that as well.
03:00The default print paper size is, for this document, 8.5 by 11, but it can be changed from here.
03:06Even the margins can be changed, 1 Page Per Sheet, and we can access Page Setup
03:11directly from here as well, instead of going back to the document, and adjusting
03:16things, like margins, and paper size.
03:19Give that a click, and it opens up a dialog box, where you can do things like
03:23changing those Margins, Orientation;
03:25you can see the Paper as well, and the Layout.
03:28We'll leave all of those as is, and when we have all of the settings that we
03:32want, we're ready to print this out by clicking the Print button.
03:35I'm going to bump this down to 1 before I go ahead and print.
03:40So, of course, printing is something that most people will eventually need to
03:44do here in Word 2013.
03:46Just remember, there are default settings you need to consider when you look at
03:50this backstage view, and all of those settings are settings you can adjust.
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2. Editing Text
Inserting new text
00:00In most cases, the majority of content you're going to find in any document
00:04you might create with a word processing program like Microsoft Word is going to be text.
00:09So, let's go through some basic text editing now, for those of you who've
00:13actually never used a program like Word.
00:16We have a document called Style Guide1 open; it's in your Chapter2 folder of your
00:21Exercise Files, and we do have some text here already on this first page, where we
00:26can see a three line title.
00:27Let's say we wanted to insert some content.
00:30Well, it's very simple, and very basic; you click, and type, and if there is
00:35existing text there already, it gets pushed aside.
00:38There was a day when we had to worry about insert versus type over, but now we
00:42just click, let's say, in front of the S in Style, and start typing, we'll type in
00:48Branding and, and leave a space.
00:51Everything gets pushed aside, it happens to be center alignment, so all of that
00:55stays intact, existing text is pushed to the left and right, so everything stays
00:59centered, and we don't have to worry about typing over existing text.
01:03Of course, there are times when you do want to type over existing text. Maybe
01:07we want to change a portion of our date down here; change it from May 14 to December 11.
01:12Well, we click and drag over the content we do want to type over. So let's click
01:18and drag from the beginning of May to the end of the 4 in 14, and now we just
01:23simply type, and it'll replace our selected text. Type in December 11, and just
01:31like so, we've inserted text, and replaced existing text.
01:35Now, there are other types of text that we can insert. Let's go to the Insert tab here.
01:41You'll notice off to the right-hand side there's a whole Text section.
01:44So, for example, if we wanted to insert a Text Box, it will have its own margins,
01:50and we can place that box wherever we want. Something called Quick Parts as
01:54well, which we can create and use over and over.
01:58WordArt is fancy text.
02:00Drop Cap is a way to format the first letter in a paragraph, for example.
02:05We also have Signature Line, Date & Time, Objects all related to text, and we'll
02:10get to those as we move through the various movies in this title, but for now,
02:15that's a quick review of the inserting and replacing existing text.
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Selecting text with the mouse or keyboard
00:00If you were following along in the previous movie, we learned that we could
00:04select text, and simply type over it to replace it with something else.
00:08Well, there are numbers of selection techniques, and shortcuts, and we're going to
00:12review those now as we continue to work with our Style Guide.
00:15If you've jumped to this lesson, you can get caught up by opening up Style
00:19Guide2 from the Chapter2 folder of those Exercise Files.
00:22So, here we are on Page 1. Let's say we wanted to select the word Identity.
00:27Maybe we just want to change the look of the word, maybe we want to delete it;
00:31all you need to do is double-click.
00:34Double-clicking automatically selects an entire word.
00:37Now, of course, you can click and drag, but double-clicking is a little bit quicker.
00:43What if we triple-click anywhere on that first line?
00:47Notice it selects an entire line, or what we would call a paragraph.
00:51By default, it's looking for that hard Return that happens at the end. If we were
00:56to scroll a little further down the page, where we do have a much larger
01:00paragraph, and try triple-clicking with our mouse anywhere in the middle of that
01:04paragraph, you'll notice the entire paragraph is now selected, and we can do all
01:09kinds of things with that.
01:11Of course, when we first select something, we do see those formatting options
01:15pop up next to our mouse.
01:16All right, let's just click anywhere to deselect.
01:19Another option; some people like to use the keyboard. Let's say we want to select
01:23a portion of our first line here; just click in front of the I in Identity,
01:27and if you like using the keyboard, just hold down your Shift key, and start
01:31using the cursor key that points to the right. So the arrow key, each time you
01:35tap it, selects another letter, and because you're holding down Shift, you're
01:39actually selecting those characters. So that's the keyboard method.
01:44And of course, if you wanted to select multiple paragraphs, another trick is
01:48to go into the margin.
01:49As we move our mouse pointer from our first line of text here in this page off
01:55to the left, eventually we hit the margin, and it changes from the I-beam
01:59pointer to the actual arrow pointer. That means we can click once to select
02:04the entire paragraph.
02:05Let's click anywhere to deselect. We'll go back into the margin now.
02:10This time, instead of clicking, click and hold your mouse button down, and go
02:14straight down the margin. What's going to happen is you'll be selecting multiple
02:18paragraphs now, and it's a fast way to select multiple lines.
02:24And again, anything that's selected we have quick access to a number of formatting
02:27options, which we will discuss as we move through the movies in this title.
02:32So, those are a few shortcut techniques for selecting.
02:35It's going to be very important that you know how to select content as we move
02:40forward in this title, and start doing things to that selected content.
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Rearranging text with Cut, Copy, and Paste
00:00Sometimes, when working with text in a document, it starts out in the right place,
00:04but maybe needs to be moved, or perhaps you need a copy of that text somewhere
00:09else in the document, or even in another document, or program, for that matter.
00:13We're going to talk about copying and pasting now, and we're going to look at
00:16several different techniques for doing so.
00:19We'll continue to work with our Style Guide2 file here, and at the very beginning,
00:23we have three lines of text.
00:25Let's say the date here needs to be moved a little further down the page.
00:29Well, the first step is just to select it.
00:32So, using one of the techniques from the previous movie, let's move into the
00:36margin next to our date, and click once.
00:39That selects the entire line.
00:42Now there are some options for how we're going to cut this.
00:45We don't want to copy it; we actually want to remove it.
00:48So, to cut it, we can go to the Home tab on the ribbon.
00:51Right here in this clipboard section, you'll see the scissors icon for cutting.
00:56The keyboard shortcut is Ctrl+X, if you prefer to use the keyboard.
01:00My personal favorite is, because my mouse is already down here, and I have
01:04selected the date, is the right-click method.
01:07Right-click, and there's a pop-up menu, with some options, including right at the very top, Cut.
01:12So when we choose Cut -- and you can do it however you please -- it's removed
01:16temporarily. It's placed in the Clipboard, an area of memory in your computer,
01:21waiting to be pasted.
01:23So, where do we want to paste it?
01:24Actually, we want to paste it right at the beginning of this first paragraph that
01:28says The No Obstacle Sport logo helps.
01:31So we'll click right in front, and now when we go to paste, again, we'll have
01:35some options for technique, but we'll also have some options for what appears in that area.
01:40Let's go to the Paste dropdown, for example.
01:44There is a Paste button, the Clipboard icon, and Ctrl+V is your keyboard shortcut.
01:49But if you want to have options, like am I going to keep the original formatting,
01:53or it is going to be formatted like the paragraph I'm pasting into,
01:57go to the dropdown, and click there.
01:59Now you'll see three Clipboard icons, and as we hover over the first one, it's
02:03going to Keep Source Formatting, and you get a preview in your document.
02:07Notice the date appears on its own line, just above the paragraph.
02:11Let's go to the next one.
02:13This is called Merge Formatting.
02:15In a way, it's going to keep itself on its own line, as its own paragraph, but
02:20notice that some of the formatting comes across from the paragraph below.
02:24If you just want it to be part of the paragraph, you can go to this last option,
02:28which is just to Keep Text Only.
02:30So, you don't get the hard returns, you don't get the formatting; it's just plain old text.
02:35I kind of like this middle one here: Merge Formatting.
02:38We could also use M on the keyboard to select this.
02:41Well, let's just give it a click, and it's pasted in that spot.
02:45Now, anytime you paste something, you're going to see this little icon appear.
02:48If you don't like the results, you can click it, and choose one of those other options.
02:53But I think we made the right choice, so we'll keep it with Merge Formatting.
02:57So that's cutting and pasting.
02:59What about copying and pasting?
03:01Maybe we want to use some of this information elsewhere in this document, or
03:05maybe in another document. It could be in another program.
03:09Let's select these two lines here by going into the margin, clic, and drag down.
03:13Now, this time we're not going to remove it from this document; we're going to copy it,
03:17so we'll click Copy.
03:18You can use Ctrl+C, right-click, and Copy; the choice is yours.
03:23Now it's in the Clipboard, replacing what we cut earlier. It's time to paste.
03:28Let's paste it into a new blank document.
03:30We'll go to File, down to New, and the first template is Blank document. We'll
03:35give that a click, and now it's just the matter of pasting.
03:39Again, we have the same Paste options from the dropdown.
03:42Let's go to the default, though; Ctrl+V, the keyboard shortcut, and notice that we
03:46keep all of the formatting. It's right there at the top of our brand new
03:50document, ready to continue.
03:52So that's a quick look at cut, copy, and paste here when working with text in
03:57a Word 2013 document.
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Finding and replacing text
00:00When you need to locate content in a document, especially long documents, it can
00:04be very time consuming to do it on your own.
00:07That's why there's Find and Replace technology built into Word 2013.
00:11We're going to take a look at it now using our Style Guide document.
00:14If you jumped to this lesson, you can get caught up by opening up Style Guide3
00:18from the Chapter2 folder of your Exercise Files.
00:21Now, if we wanted to find simple text, like the word color, for example, there's a
00:25couple of different ways to do it.
00:26Now that we have this Navigation pane -- and if you're not seeing it down the
00:30left-hand side of your screen, just go up to the View tab, and make sure there's
00:34a checkmark next to Navigation Pane.
00:36We have all of our search and replace functionality right at our fingertips here
00:40in the Navigation pane.
00:42Yes, if we go to the Home tab, you'll notice at the very far right in the
00:46editing section, we also have Find and Replace options here.
00:49So, let's say we did want to find that word, color.
00:51We click in the Search field, type in the word color,
00:55you don't even have to press Enter; it is automatically going to go to the first
00:58result, and you can see there's actually 12 results altogether in this document,
01:02and we have navigation buttons to move through them.
01:05The first one is here on page 3 of 7.
01:07Color is actually part of a bigger word, colored, and if we click the down arrow
01:12to go to the next occurrence, you can see what happens; they each get highlighted
01:17as we move through the document.
01:20We can go back as well.
01:23So that's just locating simple text.
01:26Let's click the X now in the search field to clear our search criteria, and use a
01:31keyboard shortcut to get back to the top of the document: Ctrl+Home.
01:35Alright, we can also click this little magnifying glass to search for more things.
01:40When do that you'll notice Advanced Find, Replace, even Go To.
01:45Let's check out Go To.
01:47From here it opens up the Find and Replace dialog, and you'll see tabs for Find,
01:51there's our last search, color, Replace, and Go To, where we started.
01:57So if we wanted to, for example, go to a specific page, we just type it in over
02:02here, like page 6, click Go To, and we're taken directly to the top of page 6.
02:07Maybe you would rather go to comments.
02:09If there are comments in the document, you can go to comments from Any reviewer,
02:13or if there are multiple reviewers, you can make a selection to narrow it down.
02:17Let's choose Karen Leslie, and click Next.
02:20And you might not see it; it might be in the background highlighted. You may need
02:24to go back using Previous, and sure enough, there is a comment.
02:28I'm just going to scroll up a little bit, so you can see, sure enough, it's from Karen Leslie.
02:35So that's Go To.
02:36It's just simply takes us to different parts of a document; different sections,
02:40bookmarks, lines, etcetera.
02:42Let's go back to Find now.
02:45From here, where we typed in the word color in our Navigation pane, we see it
02:48here in the Find field, and you'll notice that there are some other options down
02:52below by clicking More.
02:54We can Match case, whole words only, okay; where color was part of a larger
03:00word, we won't stop at those results by using Find whole words only.
03:04You can use wildcards if you wanted to; could be color with an asterisk. That means color, with
03:09anything after it, but nothing before it. Sounds like; all kinds of options here
03:13for you to choose from.
03:15Let's Match Case as well.
03:17Now when we click Find Next, you can see it's finding the whole word color.
03:22Find Next, again, color all by itself, and its all lowercase.
03:26So we're matching the case of what we typed in the Find What field. All right.
03:31Let's close this up.
03:32Of course, we can also get to those options from our Find and Replace options
03:37found in the Editing section on the Home tab of the ribbon.
03:40So let's use Ctrl+Home to get back to the top, and this time we're going to go
03:44to Replace, and all that is is a shortcut for opening up the Find and Replace
03:49dialog we've been working in, and clicking the Replace tab.
03:51So it just takes us directly there.
03:53Not only do we have a Find What field, but we also have a Replace With field.
03:58So, for example, if we wanted to find color, and replace it with colour -- I'm in
04:03Canada, so I'm going to spell with an O, U, R on the end.
04:07I don't care about case, it doesn't have to be the whole word, and now if I
04:11wanted to, I could go from one to the next using the Find Next button.
04:14So it takes me to the first occurrence here, the first result, and if I want,
04:19I can click Replace.
04:20It takes me to the next one.
04:22Even though it's been deleted here, as you can see in a reviewed document, I can
04:26replace it there, or skip it. So if I don't want to actually replace it, it's been
04:30deleted anyway, I can click Find Next.
04:33That will take me to the next one.
04:35Now, you may need to move your dialog box around to see things.
04:38There it is in the back, Colored versions; yes, I want to replace that one.
04:42The other option, of course, is just to replace them all, regardless of where they are.
04:47Click Replace All, and you'll see how many have been replaced; 11 more
04:51replacements were made.
04:53That's so much faster than trying to find them on our own in a document, and
04:56replacing them or retyping them manually.
04:59So we'll just click OK, and we'll close this up.
05:03Now let's go back to the Navigation pane over here for a second.
05:06We'll go back to the top of our document, Ctrl+Home, because there are more options
05:10if we go to the magnifying glass, or from the Find and Replace dialog, and go to,
05:15for example, Advanced Find.
05:17This is the Find and Replace dialog again. Find tab is selected.
05:21Not only do we have all of these search options, but we can also find other things.
05:25For example, if we go down to Format, and click the dropdown, we can find certain
05:30types of formatting.
05:31Maybe you have a certain text that's formatted using a specific font; you could
05:36search for that font, and even use Replace to replace it with another font. Same
05:40thing for paragraphs, Styles, Highlighting.
05:43There is also a Special dropdown here, where you can find things like Paragraph
05:47Markers. That will indicate the end of the paragraph. Maybe you want to remove
05:51those, so you don't have the extra space; just replace it with a space instead
05:55of an actual return.
05:57You can search for digits, for example, column breaks; the list goes on.
06:01So it's not just about searching and replacing text, but you also have a lot of
06:06formatting options and special features here as well.
06:08Let's close this up, and you can save your document.
06:11We'll continue from here.
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Undoing and redoing actions
00:00You may or may not know this, but the undo command in Microsoft Word is
00:04actually the fourth most used command overall. It comes just after paste, save,
00:09copy, and just before bold.
00:11So we're going to take look at undo and redo now, including the history list,
00:15and analyze the results using our Style Guide document we've been working with
00:19throughout this chapter.
00:20If you need to get caught up, go to the Chapter2 folder of the Exercise Files, and
00:24open up Style Guide4, and you'll see what I see.
00:27Here we are on the first page, and we're going to make a mistake on purpose.
00:31We're going to take out the ing after Branding.
00:34So we'll click after that g, hit Backspace once, twice, three times.
00:39So, you would think now if we want to get those back we would have to Undo three
00:44times. Well, undo can be activated from the quick access toolbar, or from the
00:48keyboard using Ctrl+Z. I'm going to click the Undo button once, and look what
00:52happens: all three characters come back, so Word does a pretty good job at
00:57analyzing what was done, and what needs to be undone that makes sense.
01:02Same thing for adding text. Let's leave a space, and type in a-n-d. Oops!
01:06We already have that word; we don't need it.
01:08Let's try Ctrl+Z on the keyboard, since we're already on the keyboard. The
01:12entire word, and the extra space are removed. Very smart. All right.
01:17What if we were to go to an object, like our logo?
01:19Click it, hit Delete on the keyboard; whoops!
01:22We need that back. Ctrl+Z, of course, is going to bring it back, and create the
01:26original space around it. All right.
01:29Same thing goes for other types of commands; not just inserting and deleting.
01:34Let's go over to the left margin next to Identity Branding and Style Guide,
01:37click once, and it's highlighted or selected.
01:40Now we have this quick menu of commands, with Bold already selected.
01:44Let's make it Italic, and Underline, and let's change the color by clicking
01:50the dropdown, and choosing this dark green.
01:53So really what we've done from one little pop-up menu is three
01:58different commands.
01:59You can see the end result. Not exactly what we need, so if we were to hit Undo,
02:04of course, it's going to undo the last thing we did, which was a color.
02:08Let's hit the Redo up here on the quick access toolbar; Ctrl+Y is the
02:12keyboard shortcut for that.
02:13This is a faster way to undo multiple commands. Let's go to the dropdown now,
02:18next to the Undo button, and you'll see a number of things that we've done,
02:22including commands that we may have done in previous movies.
02:26We want to go as far back as applying the Italic, so all three of these now will
02:30be Undone. By clicking Italic, we've just undone three actions.
02:34That's the history list, and as you continue to do things in your documents, and
02:40use various commands, you'll see that list grow.
02:43And you can always go back. The thing is, you can't just jump around, and pick and
02:47choose what's going to be undone. They have to be in order, and contiguous.
02:51So that's a quick look at undo and redo.
02:53Experiment with undo and redo. The results may not always be what you're
02:57expecting. Word does a pretty good job of analyzing, and making sense of what
03:02needs to be undone or redone.
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3. Formatting Text
Introduction to fonts
00:00Before we dive deep into formatting text here in Microsoft Word, it might be a
00:05good idea to get a quick introduction to fonts.
00:08For some, this will be review; for others, brand new.
00:11But what we're going to do is work with a document called Fonts as
00:14we investigate fonts.
00:16So, go to the Chapter3 folder, and open up this document if you'd like to follow along.
00:21We're going to begin right up here at the very first line under
00:24Understanding Fonts.
00:25Fonts, or as they used to be called, typefaces, really have become synonymous.
00:30Fonts used to be a subset of a typeface, but now they really mean the same thing,
00:33and that is just a collection of characters; a character set, for example.
00:37You will have alphanumeric characters; that is letters, upper and
00:42lowercase, numbers, punctuation, even special characters in some sets.
00:46Think of smiley faces, for example.
00:49But it all comes down to two main groups of fonts; that is serif, and sans serif.
00:55Now, here's an example of a very popular serif font: Times New Roman.
00:59You'll notice little ticks at the end of the S's, the R, the F at the bottom at
01:04the base, for example.
01:06This is a font that's very popular, and does allow the eye to move easily from
01:11left to right. That's how it's designed.
01:14When we get into sans serif fonts, you'll notice a cleaner, crisper look, like
01:18this very popular one called Arial.
01:21There are no ticks at the end of the S's, and at the base of the f.
01:25So, this is a totally different look and feel for a font. Depending on the
01:29document, and your audience, you'll have to choose whether or not serif or sans
01:34serif is the right choice.
01:36There are many different types of fonts that fall into one of these two categories.
01:41So, let's take a look at one.
01:42Here's one called Calibri.
01:43We'll just click anywhere in the word Calibri.
01:45I just want to show you here in Word that information about your font selection
01:50is always at your fingertips on the ribbon.
01:52With the Home tab selected, you'll see Calibri (Body) is selected. It's 16
01:58points; that's the size right there.
02:00And I don't see any of these attributes selected, so it's just plain old text.
02:04Now, sometimes you'll find fonts that have font styles; a totally different set
02:10of characters, based on that original font.
02:13For example, up here we have Arial, but down here we have something called Arial Black,
02:18and if I click in there, I see the name of the font is actually Arial Black; not just Arial.
02:22It's a heavier font, it's very dark, great for titles, but it is a sans serif
02:27font as well, so you won't find those ticks.
02:31Let's just click the dropdown here on the ribbon, and you'll see as we
02:34scroll down alphabetically through this list, there is more than one Arial
02:39choice. There is the original Arial, there is Arial Black, there is one
02:43called Arial Narrow,
02:44so it's a same font style, but different attributes already applied,
02:48so you don't have to actually go in and start applying things, like bolding,
02:52and sizing, and so on.
02:53Arial Rounded, Arial Unicode; all very similar looking, but with different
02:58attributes, and they are already applied, so all you need to do is select the right font.
03:03We'll just leave it as is.
03:05We'll come over to our document, and click to close up that dropdown.
03:08One of the attributes you can apply is a font size.
03:11So, here's an example of Calibri set to 72 points. When we click anywhere in
03:16there, we see the 72 points in the Size dropdown.
03:19Why would I pick 72?
03:20Well, that actually happens to represent one inch exactly.
03:24So take it from there; if you want a half inch font, you'd be choosing 36 points, and so on.
03:30Very popular reading font sizes for most documents are from 10 to 12 points.
03:35We can also apply certain effects.
03:38For example, if we go down to Calibri Small Caps with Shadow, click in there,
03:43again, we see the font, and the size, but there are also some effects that are
03:47obvious to see here.
03:48We have shadow, for example, and if you look at the characters, they are all
03:53capital letters, but some of them smaller than others; it's called small caps.
03:56We don't have access to those directly from the ribbon, but we can click
04:00this little expansion arrow in the bottom right hand corner; Ctrl+D is the
04:03shortcut to open up the dialog box.
04:06In the Font dialog box, you'll see a Font tab, and an Advanced tab, and with the
04:11Font tab, you are going to see certain attributes, which you can change and select from here.
04:16You can change the color.
04:18You'll notice Small Caps is checked off.
04:20We could do All Caps.
04:22Super and Subscript; great for making those certain characters smaller, and
04:26higher, or lower than the rest; think of H2O, for example, or trademark symbols,
04:32and copyright symbols.
04:33We can also go down to Text Effects; there is a button for that.
04:37When we click there, you'll see we do have some text effects to choose from here,
04:41like fill effects, and outline effects.
04:44We'll be getting into all of this as we move through the various movies in this chapter.
04:48All right.
04:49Let's click Cancel now, and look at the very last line.
04:52One last thing I want to mention about fonts is the ability here in Word to
04:56adjust the character spacing; the spacing between individual characters, not
05:00just between words.
05:02It's also known as kerning, and we can go into that Advanced tab in the Font
05:06dialog to choose certain settings, like Condensed, where each of the characters
05:10are much closer together.
05:12Think about trying to fit a certain amount of content onto a single page, and it's
05:16just kind of spilling over into the second page.
05:19One option is to adjust kerning.
05:21Now, you don't have to just choose Condensed, or Expanded; you can really be quite
05:25specific with the spacing, down to percentages, and points, and so on.
05:30We'll take a look at that a little bit later as well,
05:33but that's a quick introduction to fonts, and understanding them, before we
05:37go into the next lesson, which is going to be choosing the right font, and
05:42font style.
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Choosing the right font and font style
00:00Like people, documents can make a first impression,
00:03so the font you choose to use for your particular document will be very
00:07important in getting your audience to look at it, to read the content, and to
00:12absorb what you're trying to get across.
00:15Different types of documents should use different types of fonts.
00:18For example, we're going to work with this one called No Obstacles Home Recipes1
00:22found in the Chapter3 folder of your Exercise Files.
00:25It's a two-pager. We have some title information, and some footnote
00:29information down here, as well as a letter to our customers.
00:32Very informal; it's coming from the Essential Veggie Recipes for the No
00:37Obstacles Kitchen department.
00:39And in this case, we probably don't need the most formal font.
00:42However, if we were constructing a legal document, we might not use the font
00:46that we're using in this particular document.
00:49So, let's us take a quick look at the ribbon. With the Home tab selected,
00:53we'll click the dropdown here to take a look at some different fonts.
00:57At the very top, you'll see Theme Fonts. When you choose Themes -- and we'll be
01:00talking about this later on in this title --
01:03certain fonts come with the theme, and you'll notice some are better for headings;
01:07others better suit the body, or what we would call body text.
01:11In our case, we might want to use Calibri Light for our heading, and Calibri a
01:16little further down for the letter to our customers. So let's do that.
01:20Let's click and drag across both lines of our title.
01:23We'll go back to that dropdown, and at the very top, we'll choose Calibri Light.
01:30Now, all we've done is changed the actual font face.
01:33We can also adjust the size.
01:34There's a couple different ways to do that. Currently, you'll see 18 points.
01:38Click the dropdown, and you'll see a number of presets to choose from.
01:41Notice how it jumps by a single point, then it goes into doubles, fours, etcetera.
01:48Let's go to 28; I kind of like that.
01:51Maybe it's a little too big.
01:52Well, we can also use these two buttons next to our dropdown for point size. And
01:57there is a keyboard shortcut -- Control and the Angle Brackets -- for bumping up or
02:01bumping down our size.
02:03So let's bump it down one, and you'll notice it goes down to 26. Again; down to 24.
02:08Let's go back up to 26.
02:11Now, we can also do things like enhance our headings. We can add some special effects.
02:17For example, maybe this should be bolded. I like that.
02:21Should it be underlined? I don't think so.
02:23We'll click it again to remove the underlining.
02:26So that looks pretty good.
02:27We've changed the font. We've changed the size.
02:30I'm not sure about this TM here; the Trademark symbol. If we click and drag over
02:34those two, you'll notice that, sure enough, from our font section on the ribbon,
02:39we're using something called Superscript.
02:42But the size is not appropriate,
02:44so let's bump just that down now.
02:46I'm going to click that dropdown, and I'm going to go to, let's try 13.
02:51Wait a second; that's not on the list.
02:53No problem. Just type in 13, and press Enter, just like so. All right.
02:58Let's scroll down now to the second page.
03:01In here we can see we're using something different for a font.
03:04If we click anywhere in any of the paragraphs, it's Verdana, and it's at 12 points.
03:09Looks like some of the text, though, is using some different settings, like No
03:12Obstacles Home up here; if we click there, still Verdana, 14 points, and italics.
03:18If we really want to see what's going on with the formatting of our fonts in a
03:22document, there is a cool feature that allows us to see that formatting.
03:27Hold down your Shift key, and press F1; that is function key 1.
03:31Over on the right, you'll see that Reveal Formatting pane, and you'll see, in this
03:35case, Obstacles, where our cursor was flashing, as the selected text.
03:40Now down below you can see the formatting. There is the font, there is the size,
03:44Italic, Black, the language;
03:46you'll also see Paragraph formatting. All of it's visible to us now.
03:50We can even compare this to another section.
03:53So let's click the checkbox, and from here, you can select something else, or just
03:58click in the document itself, outside of one of those No Obstacles headings.
04:03Now, in this case, you can see the font difference is 2 points, Italics, and not
04:07Italics; those are the only differences.
04:09I like that feature, especially when you get into longer documents, with different
04:13sections, different formatting; very handy.
04:15When we're done with that, we can just simply close it up by clicking the Close button.
04:19All right.
04:20So, let's make this a little bit easier to read, and maybe a little more formal.
04:24We'll select everything from Dear Customer to the end, where we see Jaryl Leonard.
04:30And when we do that, notice we get all of those formatting options at our
04:33fingertips, and a little pop-up.
04:35In other words, we don't have to go back up to the ribbon to start making changes;
04:39we can do it right from here.
04:41We'll click the dropdown; we'll try a different font.
04:44Let's go to one that's very popular and formal: Times New Roman.
04:48Now, one thing you can do is just scroll all the way down, or type the letter T,
04:53and you'll go down to the first T on the list.
04:56Now, mine happens to be in a Recently Used section of my font list, but if you
05:01want, you can scroll down, you can hover over different options; you'll see a
05:04live preview in the background.
05:06We'll scroll a little further down until we get to Times New Roman. There is a
05:11preview in the background. Click it to select it.
05:14Now, at this point, you can see it's taking up less space. The size; maybe it
05:18should be consistent,
05:19so let's go back to our ribbon this time, and change the size.
05:24We'll make it consistent. We'll click the dropdown, and we'll choose 12.
05:28Now everything that's been selected is at 12 points,
05:32so we don't have the No Obstacles headings inside our paragraphs looking a
05:36little bit different, and standing out when they shouldn't be. All right;
05:40that looks pretty good. A little more formal, still easy to read, and you can
05:44see it looks a lot different than our first page.
05:47So, a number of formatting options available to you here from the Font section of
05:51the ribbon, when the Home tab is selected, but keep in mind this new feature here
05:55in Word 2013 that allows you to select text, and get those formatting options at
05:59your fingertips with this pop-up.
06:02I'm thinking now we should change the font color of our heading.
06:05Click the dropdown.
06:06You'll see some Theme Colors, and if you're going to be using themes, like we will
06:10later on, it's best to use the Theme Colors,
06:13so if you change themes, the colors will change.
06:15Choose a standard color, or one of the 16 million other colors you can
06:19choose from More Colors, and you'll be stuck with that color, even when you change themes.
06:24I'm going to go for a nice dark blue at the bottom of the Theme Colors here in
06:28the blue column. That looks pretty good.
06:30We'll deselect by clicking anywhere on the page, and we'll want to save our
06:34changes before we continue on.
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Changing text case
00:00Another adjustment you can make to text will involve case; for example,
00:05paragraphs with sentences will you sentence case, where the first word is capitalized.
00:10Sometimes you want everything to be lowercase; in other words, no capitals.
00:13In other occasions, you want all capitals, known as uppercase.
00:17Let's begin with our title at the top.
00:19We'll move into the left margin, and click once to select the first line,
00:22Essential Veggie Recipes for the.
00:24All right. From here you'll notice that little pop-up with formatting options,
00:29but there's nothing dealing with case here. We need to go to our ribbon, where we
00:32see an extra button, and if you click the dropdown, you can change case to a
00:38number of different choices.
00:40Right now, we are using something where we see pretty much every word is
00:44capitalized, except for the two words at the end of this line, for the.
00:47If we hover over Capitalize Each Word, and click, you'll notice that For and The
00:53are now capitalized as well, and it kind of matches.
00:56Now let's select both lines, we'll click and drag from the first line, down to
01:00the second, while in the left-hand margin, and go back to the change case
01:04dropdown. This time let's choose a lowercase.
01:07Well, you can see what happens there. First of all, we are seeing some auto correct
01:12things going on, indicating we have some issues in a document, and it really doesn't
01:15look right; it doesn't look formal.
01:17Let's go back to the dropdown, with our content still selected, and choose
01:21Uppercase. That might be more appropriate; That will actually work for a title.
01:26Also, from the dropdown, you'll notice Capitalize Each Word, so we can go back to
01:30that if we prefer that option.
01:32I am going to go with Uppercase. All right.
01:35Let's scroll down a little bit further now into our second page, Dear Customer,
01:40where it says, Thanks again for your patronage!
01:43This happens quite often, where you forget that you have the Caps Lock key on. We
01:46will just leave a couple of spaces, and turn your Caps Lock key on.
01:50Type in, We really appreciate it, just as you would as you're typing a
01:55sentence, so Shift+W, and you'll notice something happens.
01:59It actually gets corrected for you;
02:01it's an auto correct option that recognizes you've accidentally turned the Caps Lock key on.
02:06So, although the Caps Lock key, if you look at your keyboard, is still on,
02:09it's fixed for you, but on those occasions where it's not, you have the ability
02:14to go up here to the dropdown for change case, and toggle, which will change
02:19everything around for you.
02:21So, that's just a quick look at how we change case for our documents here
02:25in Word 2013.
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Adding pizzazz with special text effects
00:00Aside from applying basic formatting, like color, and bold, italics, changing the
00:06case, like we did in the previous movie, there are some special effects you can
00:10apply to text as well to really add pizzazz.
00:12Of course, it depends on the document you're working with, and you never want to overdo it.
00:16So, let's take a look now as we continue working with are No Obstacles
00:19Home Recipes document.
00:21If you've jumped to this lesson, and need to get caught up, go to the Chapter3
00:25folder, and open up No Obstacles Home Recipes3.
00:28We're on the first page here looking at the title.
00:30We have already made some changes to the font, the size, the color; let's apply
00:34some other formatting.
00:36Let's go to the left-hand margin next to Essential Veggie Recipes, and click and
00:41drag down, so we get both lines.
00:43Now, here you can see bold has already been applied. We have already taken a look
00:47at using italics, and underlining, and we changed the color, but if we wanted to
00:51apply some special effects, we don't see them here on this little pop-up option.
00:55We need to go to the ribbon, and that's where you'll find this little guy called
00:59Text Effects and Typography.
01:01Give that a click, and you'll see a number of options that you might see as
01:06familiar if you're comfortable with previous versions of Microsoft PowerPoint;
01:10way back to version 2007, for example, we started to see some of these text effects
01:15for creating slides.
01:17Now, as you hover over these, you are going to see a nice real-time preview in the background.
01:22So, when you see something you like, all you have to do is select it. I am
01:26thinking this one down here might look good, or maybe this one with the
01:30reflection. Let's give that a click, and it's applied.
01:33We can deselect by clicking anywhere on the page, and you can see that really
01:37does make our title stand out.
01:38Now, if we want to clear all formatting altogether, and just start from scratch,
01:42we can go that too, also from the font section on the ribbon.
01:45This little guy up here next to our change case dropdown will clear all
01:50formatting. Let's give it a click, and that's for that line. Let's go up to the
01:53first line, and do the same thing there.
01:55And now we have our text with no formatting whatsoever.
02:00So, let's click and drag over that, and let's make some changes now.
02:03Let's go, first of all, to our Paragraph section, and change it to Centered.
02:08That's part of formatting.
02:09Let's go to the font dropdown, and choose a cool font, like Arial Black; that
02:15one really stands out. Now, we don't need any bolding, or anything with that, but
02:19maybe some size changing would be good.
02:22Let's go to the size dropdown, and as we hover over 24, we see all of a sudden
02:28we need three lines, so let's go back to 20.
02:30That's perfect right there.
02:32With a bigger, heavier font like that, we don't need as large a size.
02:36And now let's apply some effects.
02:38Go to the Effect dropdown, and you'll notice, aside from these presets, we also
02:43have Outline options to change the color of the outline around the outside.
02:47This works well with a very heavy font, like Arial Black.
02:51We can also apply a Shadow, and as we move over, you can see some Outer shadows,
02:55some Inner shadows, and some Perspective as well, and you get to see a real-time
03:00preview in the background for those as well.
03:03Not so sure shadow is exactly what we need,
03:06so let's go to Reflection now. As, again, we hover over these Reflection
03:10Variations, we see real-time previews going on in the background.
03:14Some reflections are longer than others. Some actually are separated from the
03:19text. I am thinking just this first one is subtle enough;
03:22I will give it a click, and deselect. Kind of cool!
03:26The only thing that would really make this stand out a little more now is
03:30to change the color,
03:31so let's click and drag across both lines, and we'll go to our color dropdown.
03:35Again, we want to choose Theme Colors. If we do change the theme of our
03:38document, the colors will change with it.
03:41If we go down to Standard Colors, or even More Colors, yes, we have more
03:45options, but then we are not going to able to see those changes translate
03:49to our new themes.
03:50Let's go down to Gradient, and try something here.
03:52I see some options for gradients, and again, we are going to see lighter in the
03:57bottom, or the top, diagonal gradients; we'll chose one that suits our needs, but
04:02maybe it would be nice if we were using different colors.
04:05Let's go down to More Gradients. That opens up a pane over here on the right.
04:09You can see Gradient Fill is an option under Text Fill.
04:12Now we can choose things like presets, and these involve color.
04:17I like this one here. We will give it a click, deselect to see what that looks
04:22like, and it's a little bit difficult to read.
04:25Notice that we can adjust these, so let's reselect our text, and let's go to
04:30the Gradient Stops.
04:31Again, drag the slider, so we have less of the lighter colors. We can even
04:36change the color, for that matter, to something darker; maybe a darker blue.
04:41And now let's deselect to see what that looks like. Very cool!
04:44So, we are really adding pizzazz here to our document. This is just a title
04:49page, so it's somewhat appropriate.
04:51We wouldn't, obviously, want all of our content to be formatted this way. It's
04:55really for special occasions.
04:57Let's close this up. Feel free to experiment with some of the text
05:00effects here in Word 2013.
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4. Using Paragraph Formatting
Changing paragraph alignment and justification
00:00Paragraph justification can be used to change the look of a document, improve
00:04readability, or adjust certain parts of the document as well, so they stand out.
00:09We are going to explore paragraph justification using our No Obstacles HR1 doc,
00:14and as you can see, we're looking at Page 1 here, where we have two lines of
00:18text, a title, which seems to be flush with the left margin, or left justified.
00:24We might want to change this to center justification, let's say.
00:28To do that, we simply select our text, let's go into the left margin, we will
00:32click and drag down to highlight both lines.
00:34The quick formatting that pops up here does not apply to
00:37paragraph justification,
00:39so we need to go to the Paragraph section of the ribbon with the Home tab
00:43selected. In here, you'll see four options: Left, Center, Right, and full, or
00:50what we call Justify.
00:51So, let's go through these
00:52right now. The first one is selected or highlighted, indicating that indeed our
00:56two lines are left justified.
00:58The keyboard shortcut to make that happen is Ctrl+L. As we hover over this, you
01:02can see left alignment is most commonly used for body text, it and does make the
01:07document a little bit easier to read.
01:10This is a title, however, so as we move over to the next icon, you can see
01:14the keyboard shortcut for centering is Ctrl+E, and this is great for formal appearance,
01:20such as what we would see on cover pages, quotes, and like we have here, titles
01:25or headings, so let's give it a click.
01:27Now you can see both lines are centered; centered between the two margins.
01:31Now, we are using default margins of an inch here, so everything is centered on
01:35the page between those equal margins.
01:38The other option that we see here next is Right align; Ctrl+R is the
01:42keyboard shortcut for that.
01:43We wouldn't use that for our title, but we might use right alignment in things
01:47like headers and footers; little pieces of text.
01:51And then we have something called Justify; I like to call this full
01:55justification. Ctrl+J is the keyboard shortcut.
01:58You'll often see this in newspaper columns, for example; it creates a clean, crisp
02:03edge, and it does make it a little bit more difficult to read, but easier to
02:08look at on the page.
02:09So, let's move down to the second page of our document, where we do have a
02:13letter to our customer.
02:15Will click and drag over all of this content to select it, and next we will go
02:20up here, and experiment with some other justifications. Let's click Right.
02:23Obviously, that makes no sense whatsoever for this particular piece of text,
02:28so let's go to the next one over, which is full, or Justify.
02:32You can see what's happened now; we've gone from Left to full, and down the
02:37left-hand side of our text, you'll notice a nice, clean, crisp justification with
02:42the left margin. We also see that on the right-hand side with our paragraph.
02:46Let's just click to deselect to get a good feel.
02:49So, what's happened here is that extra spaces have been inserted between the
02:53words of a paragraph here to stretch it out, so it goes from margin to margin.
02:57Not keen on that? You'd rather have the old, formal look? Let's reselect
03:02our text, and go back up and select Left justify, or use your keyboard shortcut, Ctrl+L.
03:09Notice now we are just flush with the left margin, and down the right-hand
03:13side, we have that jagged look, which allows better readability, and a more formal look.
03:18So, depending on what text you are working on in a document, and the type of
03:22document you're working on, various paragraph justifications will apply.
03:26We'll see more of this a little bit later on; for example, when we get into
03:30creating headers and footers.
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Adjusting line spacing
00:00One bit of our paragraph formatting that can really affect the readability of
00:04your documents is line spacing. That's what we are going to look at right now
00:08as we continue working with are No Obstacles HR Document.
00:11If you've jumped to this lesson, need to get caught up, go to the Chapter4
00:14folder of your Exercise Files, and open up No Obstacles HR 2.
00:17And we are on Page 2 here, where we do see a number of paragraphs.
00:22Two of those paragraphs are much longer than the others, which are single lines.
00:26But each of these might have at least one return after them.
00:30And as you can see, the line spacing, which is the spacing between the actual
00:34lines, and the paragraphs, is maybe a little bit compressed.
00:39In other words, if we were to space it out some more, it might be a little
00:43easier to read, and this can be very important, especially for longer
00:46documents, where an audience has to spend a lot of time looking at the pages of your document.
00:50So, let's see what we have first, and then let's make some adjustments.
00:54We'll click anywhere in the first Paragraph.
00:56Now, to adjust line spacing, we go to the Paragraph section of the ribbon, with
01:01the Home tab selected, and it's this little guy right here; it's a double arrow
01:05pointing up and down.
01:06This is a dropdown button, and when we click this, we will see some presets to choose from.
01:10Notice the checkmark next to 1.0, which we call single spacing, and that happens
01:16to be the spacing that's being used currently in our document.
01:19It used to be the default, single-spaced, but people found that it was a little
01:24bit difficult to read, and a new default came along, which was 1.15.
01:28Notice, when we hover over this, there is a live preview in the background, and we
01:32get to see that, indeed, it is a little spaced out compared to the paragraph
01:37below, and thus a little bit easier to look at and read.
01:40Of course, if we wanted to, we could go to 1.5 spacing; that's a little too much.
01:45Double spacing; these two are typically used for printing out documents, and then
01:49being able to make notes in between the lines.
01:52Then we have some other presets here that simply just space out the lines even further.
01:57We also have, at the bottom, a couple of options for adding space before a
02:00paragraph, or after a paragraph, and you can see, when we hover over these two, how
02:05the paragraph shifts up and down.
02:07We'll talk about the spacing after and before paragraphs momentarily, but for
02:10now, I think 1.15 is a good option.
02:14So, let's just click in our document, and select everything on this page.
02:18Next, we will go up to the line spacing dropdown, and select 1.15. When we
02:23select it, you can see, it is indeed a little bit more spaced out, but
02:27much easier to read.
02:29Just keep in mind that when you go from the old default of 1.0 to 1.15, six pages
02:35can turn into seven, so you do increase the length of your document; something to
02:39consider for very long documents that are going to be printed, but I like the
02:42looks of this so far.
02:44Now, we do have space in between our paragraphs. If we were to go after the
02:48period, after the word goal here in our first paragraph, and press the Delete
02:52key on your keyboard, you can see what happens; we deleted a blank line.
02:56Press Delete again, and we deleted the actual Return that took us to the new paragraph.
03:02So, when you hit Return or Enter on your keyboard, there's no extra space
03:06showing up here after that paragraph. By default, there should be, so this has
03:11been changed in the document.
03:12And what we don't want to be doing is adding extra lines by pressing Enter again.
03:17So, let's just take it back, and let's select all of our text again, there will
03:21be some adjusting to do. Let's go back to the line spacing button,
03:26and this time, if we wanted to, we can go to add space before or after a
03:30paragraph; you can see what happens to those two paragraphs. They are now separated.
03:34But we can also access all of these options, plus the line spacing options, by
03:38clicking Line Spacing Options; opens up the Paragraph dialog box.
03:43Now, from here, you'll see what's currently set, and you'll also have the ability
03:47to make changes. Looking at the spacing before and after, it is 0 points.
03:52The new default here in Word 2013 is to have some space after a paragraph. When
03:58we click the up arrow, you can it goes to 6 points, and then to 12. The new
04:02default is actually 8.
04:03So, let's just delete the 6, and type an 8 right on the keyboard. The line
04:08spacing we already changed to 1.15 from single spacing.
04:13Now, another option, if you prefer, is to have space before and after a paragraph,
04:17and in that case, you might want to split it up.
04:18Now, let's see what that looks like right now, and we can change it if need be.
04:23When we click OK, you can see, sure enough, we now have space here after our
04:27paragraph, even though we didn't add the extra Return to achieve that.
04:30And that would mean, for example, if we wanted to create a new paragraph, let's
04:34say, down here after the word Ideas, we will click right in front of the word
04:38You, press Enter on your keyboard; notice that there's an extra space added for us,
04:42so we didn't have to add that extra Return.
04:44Now, some people prefer to have a little space before and after a paragraph.
04:49So, let's just go back, we will select an entire page here, from Dear Customer
04:53to the end of CEO. There we go.
04:56And we'll go back to that dropdown in the Paragraph section on the ribbon, back
05:00to Line Spacing Options, and instead of 8 points after, let's split it up. We
05:05will do 4 before, and we will do 4 after.
05:09When we click OK, it's not going to look a whole lot different on our
05:13screen, but exactly what's happening is a space is being added before a
05:17paragraph, as well as after paragraph, and you can see the spacing is just a
05:21little more subtle.
05:23So, that's how we adjust line spacing between lines in a paragraph, as well as
05:27the spacing between paragraphs themselves here in Word 2013.
05:31Again, consider readability of your document, the type of document, and the
05:35length of your document when changing these settings.
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Keeping text together across page breaks
00:00As you well know, when you're entering content onto the page here in Microsoft
00:04Word, eventually you will run out of space, but Word creates a new page for you,
00:08and you can continue typing, or adding your content on the next page.
00:12But what happens when the page break happens in the middle of a paragraph? All
00:16of a sudden you have part of the paragraph at the bottom of one page, and the
00:20rest at the top of the next page.
00:22Well, there is a feature that allows you to keep paragraphs together; intact.
00:27There is also feature that will make sure that you never see a widow, or an
00:31orphan. Widow and orphan control is a single line from a paragraph left on its
00:36own, either at the bottom of the page, or at the top of the page.
00:39So let's take a look at those options now, as we continue working with are No
00:43Obstacles HR document.
00:45If you've jumped to this lesson, you can get caught up with us by going to the
00:49Chapter4 folder, and opening up No Obstacles HR3.
00:52We're going to go to page 7. Let's use our keyboard shortcut Ctrl+G. we learned
00:56this earlier; that we can use Go To to go to a page.
00:59We'll type in 7, either click Go To, or press Enter on your keyboard, and then
01:04we'll close up this dialogue.
01:06Notice that we are at the top of the page here, page 7, but we are in the
01:11middle of a paragraph.
01:12And if we scroll back and take a look, the paragraph begins on page 6.
01:16So, in this case, is not a widow, or an orphan -- a single line by itself -- but it's
01:21actually a couple of lines, and they've been split up.
01:24So, if we want to keep them together, we could select the paragraph. Let's do that.
01:27Click and drag from the beginning of Place down to the end of 5 minutes.
01:32Next we'll go to our paragraph expansion arrow down here in the bottom right
01:35corner of the Paragraph section on the ribbon,
01:38and that gets our Paragraph dialog open.
01:41You'll notice by default here Widow/Orphan control is turned on; it has a check mark.
01:45So, if there was a single line, maybe the first line of the paragraph by itself
01:49on page 6, and the rest on page 7, it would automatically move that line down to the next page.
01:55Same is true for orphans, where we have not quite enough room for the last line
01:59of a paragraph, and it appears by itself at the top of the next page.
02:03I would move the entire paragraph down to the next page, where it fits.
02:06We can also do that with this one here, which is Keep lines together.
02:11When we click that checkbox, and click OK, look what happens;
02:15the whole paragraph gets pushed down to the next page.
02:18So, it's intact, it is not split up, and it looks much nicer, and a little bit
02:23easier to read, of course.
02:25That's a great feature that I like. Now, you would typically turn that on at the
02:29beginning of creating a document, and that way the entire document has that
02:33feature applied to it.
02:35Another option is to select the entire document, if you've already created it;
02:39Use Ctrl+A on the keyboard to select All, and then go back to that little arrow
02:45to open up our Paragraph dialogue. We'll turn on Widow/Orphan control, as
02:49well as Keep lines together, and click OK.
02:53Now, this can affect the length of your document; just keep that in mind. So,
02:57if there are a lot of paragraphs getting split up, new pages might be created
03:01to accommodate pushing down extra lines of text in paragraphs where they're split up.
03:07In our case, we still have a 14 page document.
03:10We'll click anywhere in the document to deselect, and save our changes.
03:14What we've just done is ensured that our paragraphs won't get split up; either
03:19single lines, called widows and orphans, or entire paragraphs split up anywhere in
03:24the middle of the paragraph will always be kept together,
03:27thanks to Keep lines together.
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Applying paragraph shading and borders
00:00On those occasions when you need a paragraph to kind of come off the page, and
00:04really stand out, there are some formatting options, such as applying shading in
00:08the background, or even borders, and that's what we're going to talk about right
00:12now as we continue working with our No Obstacles HR document.
00:15You can get all caught up if you need to by going to the Chapter4 folder, and
00:19opening up No Obstacles HR 4.
00:21We are actually on page 3 now; Cooking with Asparagus,
00:25and let's say there is some information here underneath the Asparagus and Apple
00:29Mixed Greens title, we have some information about where this recipe was Adapted from.
00:34Well, maybe we want to highlight that, so people really take note.
00:38All we have to do is click anywhere in the paragraph. You don't have to select
00:41the text; Word knows where a paragraph starts and ends,
00:45so by clicking in the paragraph, and then going to the Paragraph section, with the
00:48Home tab selected on the ribbon, notice the paintbucket, and the borders options.
00:55So in this case, we'll start with shading.
00:57Let's go to the paintbucket dropdown, and from here, you'll see a list of Theme Colors.
01:02Now, the theme colors, if you select one of those, and then change themes down the
01:06road, the colors will change along with the theme.
01:09So, that's a nice feature
01:10if you think you're going to be using themes; something we'll talk about a
01:13little latter on in this course. If you go to Standard Colors, or go down to
01:18More Colors, and choose from the 16 million options you have there, you'll be
01:22locking in that color, regardless of any themes you might choose down the road.
01:26So, let's just hover over some of these; there is a live preview in the
01:30background, so we can see what it looks like.
01:32I'm taking this green option; kind of goes with the page, and asparagus, so I'm
01:36going to with Green Accent 6. When we select it, notice it's the entire
01:40paragraph; from margin to margin,
01:42the entire background is now shaded.
01:44It really does come off the page, and draws your attention.
01:47All right, let's click Undo now, and try another option, which is borders.
01:51So we'll click Undo, and let's click in front of Adapted, and take out that square
01:55bracket, and we will take out the square bracket at the end of the issue as well.
02:00So, with those gone, now anywhere in the paragraph, we can apply a border.
02:04So we will go up to the borders dropdown, and you'll see a number of options,
02:08similar to working with tables, actually, and many of these would only apply to
02:12tables, and cells within a table.
02:14But we're working with a paragraph here, so when we hover over Bottom Border,
02:18you see there's a border across the bottom of the entire paragraph. Same thing
02:22for Top, Left, and Right.
02:25Really, ideally, it would be nice if we could have a border all the way around this
02:29paragraph. So, as we move down to All Borders, that's actually a good option.
02:34In this case, we're not working with the table, and multiple cells, and seeing
02:37borders around each cell; it is just kind of like one big table cell.
02:41So, the same thing would happen if we hover over Outside Borders.
02:45Inside Borders, Horizontal, and Vertical Borders; they don't apply. We're not
02:49working with a table, so nothing will happen if we go to one of the selections.
02:53I like Outside Borders, so let's go there, give it a click;
02:57you can see that's another way to get that paragraph to stand out on the page.
03:01So, shading and borders can work with any of your paragraphs in the document; any
03:06of those paragraphs that you need to stand out, and come off the page.
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Using tab stops and indents
00:00Another common type of paragraph formatting we often see involves the use of
00:04tabs and indents, and that's what we're going to talk about now as we continue
00:09working with our No Obstacles HR document.
00:11If you jump into this lesson, you'd like to get caught up,
00:14you can open up No Obstacles HR5 in the Chapter4 folder of those Exercise Files.
00:19We're actually going to move up to page 2.
00:21We've seen this before.
00:22This is our customary letter that appears at the beginning of our document, and
00:27you'll notice we have several paragraphs here.
00:29Well, there is a type of formatting that involves indenting the first line of a paragraph.
00:35Now, in the old days, we just clicked at the beginning, hit the Tab key on the
00:39keyboard, and that would insert a tab.
00:42Now, what happens here in Word is a little bit different.
00:45You'll notice, first of all, AutoCorrect is kicking in, and something is happening here.
00:49If we click the dropdown, we have the option to change it back to a tab,
00:53but that's what we hit,
00:54so what's really happening?
00:56To see what's happening, it's ideal to turn on a feature called the ruler.
01:00So let's first click Undo; next we'll go to the View tab, and over here in the
01:05Show section, we'll click the checkbox next to Ruler. That gives us a ruler
01:10across the top and down the left-hand side.
01:13So it gives us a great idea where we are on the page, for one, but there are some
01:17little symbols here that are going to help us.
01:19First of all, in the top left corner, we see that a little L symbol; that
01:23represents a left tab.
01:25So, we can set left tabs wherever we want on this ruler.
01:28You can see, by default, there aren't any tab stops at all, but we do have these
01:33little guys right here, and each one of them, as we hover over them, says
01:36something different.
01:37The top one, which is a triangle pointing down, represents a First Line Indent.
01:42In other words, only the first line of a paragraph will be indented to the spot
01:47on the ruler where we drag that too.
01:49So, if we want the first line of this paragraph, we'll click anywhere in the
01:53paragraph, and then move this slider over to about half an inch, you'll notice
01:57it's only the first line that's indenting.
02:00Alright, let's click Undo.
02:02The next little icon below it, the triangle pointing up, represents a hanging
02:06indent, and it's really just the opposite.
02:09The first line of a paragraph stays put, and the rest of the paragraph will be indented.
02:13Let's move it half an inch over; you can see what's happening.
02:16That's a totally different effect that wouldn't apply to straight text like we
02:20have here in our customer letter,
02:22so let's just drag it back.
02:24And then down at the bottom is something called a Left Indent, and that's going
02:28to indent the entire paragraph; the first line, and every line.
02:32Let's drag it across half an inch,
02:34and you could see sometimes that comes in handy when you want to center out
02:39something in a paragraph. For example, you have a page full of information;
02:42maybe there is a quote, and you want to indent the entire paragraph quote into the
02:47center of your page to draw attention to it.
02:50I'll just drag that back to the left margin.
02:52Now back to those tab stops, and remember when we hit the Tab key on our
02:57keyboard what happened.
02:58Let's click in front of the word Thank, and hit that Tab key again.
03:02The AutoCorrect kicks in, because what's actually happening is not a tab stop, but
03:06a first line indent is being set for us automatically.
03:10So if we click this little dropdown, we can change it back to a tab, and when we
03:14do that, you'll notice the first line indent is no longer set, but the first line
03:18of my paragraph is indented, because we hit the Tab key.
03:23Let's hit the Backspace key to take that out.
03:25Another option is to choose exactly where that left tab is going to go.
03:29Left Tab is the symbol that appears at the top of our vertical ruler, but if you
03:33click that, you'll see it's changed now to a Center.
03:36Click it again; it's a Right Tab.
03:38You can just hover over that until a little pop-up shows you that it's a Right Tab.
03:43And there are some other options here. Click again.
03:45If you've ever heard of a Decimal Tab when working with numbers that you need
03:48line up on the decimal, numbers go to the left until you hit the decimal, then
03:52they go to the right. Click again.
03:55This little guy, straight up and down, is a Bar Tab.
03:58Then we see the symbol for our First Line Indent.
04:01Click again; there is our Hanging Indent. Click again, and we are all the
04:04way back to the Left Tab.
04:07So with that showing, Left Tab, we can click anywhere on the ruler to set one.
04:10Let's say we didn't want it at half an inch, the default; maybe we want it
04:15a little bit further.
04:16So let's go to about three quarters of the way across.
04:18We'll just click on the ruler, and you'll notice a left tab stop is set for you.
04:23That means now, with our cursor flashing in front of the word Thank, when we hit
04:27the Tab key, it's actually going to go to that spot.
04:30It's not going to set an indent for us, because we have the tab stop there.
04:34We could set as many of these as we wanted.
04:36Think about setting up almost like a columns kind of a layout, where you might
04:41have in column 1 a quantity, in column 2 a description, and in column 3 a
04:46price, and you want them lined up perfectly.
04:48You could use three different types of tab stops on your ruler, and everything
04:52would line up every time you hit the Tab key.
04:55So that's a quick introduction to tab stops and indents.
04:59It does add a bit of a different look to your paragraphs.
05:02If we go down to this second paragraph, and press our Tab key, it's going to use,
05:06as you can see, the default here; that hanging indent.
05:09So when we set these things, it's a good idea to set it for the entire
05:13document, or the entire page.
05:15Let's click Undo, Undo again, and this time we'll select the entire content of
05:21our second page here; our letter. And now, with Left Tab selected, we'll go to
05:26three quarters of an inch.
05:28With that set, now we can hit Tab all we want, and that's exactly where our
05:33paragraph will be indented to.
05:35So, a little something to experiment with when you want to change the look of
05:39your paragraphs here in Word using tab stops or indents.
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5. Formatting Pages
Changing page size, margins, and orientation
00:00You know, the formatting that we use here in Microsoft Word is not restricted to
00:04the content that appears on the page; we can format the page itself.
00:09For example, the paper size that's going to be used, the orientation, how about
00:14the margins that affect the content on our pages;
00:17all of that can be customized. That's what we're going to talk about now, as we
00:21work with a document called Bio1.
00:23You'll find it in the Chapter5 folder of your Exercise Files.
00:26As of right now it's a five page document.
00:28Check the bottom left corner; we're on page 1 of 5.
00:32The other thing you'll notice about my screen is I've turned on the rulers.
00:35We did that in the previous chapter.
00:37If you're not seeing the ruler, it can be very handy when formatting pages,
00:41so go to the View tab, if you don't see the ruler, and click the checkbox next to
00:46Ruler to turn it on.
00:48Next we'll go to the Page Layout tab. So, a number of things we can do as far
00:52as page setup goes.
00:53Here is where we can adjust margins, orientation, paper size, and more.
00:59Let's start with our document here. With the ruler turned on, you can see that
01:02the margins are actually a little more than an inch on either side, and the top
01:07margin here, as you can see, this little gray shaded area is actually way more
01:12than an inch, and that's why we have up at the top of this little header section,
01:16and inside the header is where we see the logo, but the actual content doesn't
01:21start until, looks like about an inch and an half.
01:23We can know for sure by going to some of those options in the Page Setup group
01:27here on the ribbon with Page Layout selected.
01:30Let's start with our paper size.
01:33We'll click the Size dropdown, where you'll see currently Letter is
01:36highlighted; 8.5 by 11. That's what we're using, but there are a number of other
01:40preset choices to choose from. Legal is popular.
01:43Guess where?
01:44In the legal community.
01:45Executive is another popular one.
01:48Over in Europe, you see a lot of A4.
01:50There are some envelopes here, and if you don't see what you need, you can
01:54choose More Paper Sizes here as well.
01:56It opens up the Page Setup dialog, with Paper selected.
02:00So, we can make our adjustments from here if we wanted to.
02:03I am going to go to Legal, for example, and now I have 8.5 by 14.
02:07Obviously, more content is going to fit on the page, so we'll see what happens to
02:12the length of our document.
02:13What do I want to apply that to?
02:15Well, the whole document is the default, but it could be from my cursor on,
02:19so if I was on page 2, or 3, it would only affect those pages towards the end.
02:23Let's leave it at the Whole document, and click OK.
02:26All right. Suddenly we're working with a four page document now; that's because
02:30the pages are longer.
02:32We don't see a lot changing up here, but as we scroll down, the page just got
02:36longer, and more can fit on one page, because of our Legal option.
02:40All right. Let's change it back to Letter by going to the Size dropdown, and
02:44selecting Letter at the top.
02:46We're back to a five page document now.
02:49How about the orientation?
02:50We know that we're looking at this with a smaller width than height, and that's
02:56what we call Portrait.
02:57If we go to the Orientation dropdown, you'll see Portrait is selected.
03:01Landscape is there as well, and when we select that, we're now looking at our page sideways.
03:07So, we're still looking at a fairly long document.
03:10It's six pages now instead, because it's going to use the same margins.
03:14Well, that really doesn't make sense for this particular type of document,
03:18so let's set it back to Portrait. There we go.
03:22Lastly, the margins.
03:24If we scroll down to the very end of this document, and look at the last page,
03:29as you can see, it's filling up, well, about half the page.
03:33We can adjust the margins so that it fills up more of the last page, or less, and
03:38when we change our margins, it can affect the entire document.
03:42Margins can be changed from up here on the ribbon, or directly from the ruler as well.
03:48Any changes you make on the ruler are from your cursor down.
03:51So, using Ctrl+Home on your keyboard will automatically move your cursor to the
03:56very top of the document.
03:58Now you can start making adjustments.
04:00For example, if we want to change the top margin, that's this gray shaded area,
04:04when we move to the shaded area right where it begins to lighten up, you see the
04:09double arrow representing the top margin.
04:12Now we can click and drag.
04:13We can move that up.
04:14We can see now it's interfering with our header.
04:17We can also drag it down, and this will affect every page from here forward.
04:21We can also do the same with the left and right margins.
04:24So, the right margin, as you can see right here, the double horizontal arrow
04:29can be clicked, and dragged off to the right.
04:32So drag it out to about, let's say, half an inch.
04:36Do the same on the left.
04:37Little trickier here, because as you can see, we have some other icons for indents
04:41and so on. You want to make sure you see the double arrow; it's very tricky to get
04:46lined up. When you see left margin, click, and drag it to the left.
04:52And if we want to go to a half inch there, and a half inch on the right, that's
04:57all you want to be able to see, and that looks pretty good right there.
05:02Now all of a sudden we're able to squeeze more content onto the page, and as we
05:06scroll down, you can see it's coming pretty close to the edge of the paper.
05:12And look at that; our last page really has nothing on it, except for maybe some blank lines.
05:16We're able to make it fit onto four pages.
05:19We'd have to take out those blank lines, but it might not be all that easy to read.
05:24So yes, we can do that from the margin, but we can also do it from the ribbon.
05:28Let's go to Margins now, and click the dropdown.
05:30This is a lot easier, and we have some presets.
05:33Narrow, as you can see, uses half-inch margins all the way around, and when we
05:37click that, well, it doesn't really look so hot.
05:39Let's go back to the dropdown, and there is Normal; 1 inch all the way around.
05:45Then we also have Moderate, where we have a top margin and bottom margin of an
05:49inch, but smaller margins on the left and right.
05:53Let's try Moderate; not quite enough for our company bio in our large header.
05:57So click the dropdown, and try Custom Margins.
06:02Now this, again, is going to open up our Page Setup dialog, which we've seen
06:05already, but this time Margins are selected.
06:07Let's just change the Top margin to about 1.5, and click OK.
06:13Again, it's going to affect the whole document, and that works out well.
06:17So it's a little bit wider on the page at three quarters of an inch on the
06:21left and right, but with our top margin set that way, you can see that's a pretty good look.
06:26So, with the ruler, you have the ability to manually make changes to things like
06:30margins. With our ribbon, and the Page Setup section under Page Layout, we can also
06:36tackle margins from there, but also orientation, and paper size. It can really change
06:41the look and feel of your document.
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Using headers, footers, and page numbers
00:00When you want information to appear at the top or bottom of every page in your
00:03document, you don't need to type it in, or enter it into those areas on every
00:08single page; you can use something called a header, or a footer, which will
00:12automatically repeat what you enter into those areas for every page in your
00:16document. It saves you a lot of time and work.
00:19So let's take a look at a document here, where we have headers, and footers. It's
00:22called Home Recipes Final.
00:24Page 1 has a logo, and some title information, but nothing really at the top or
00:29bottom of the page, but once we get to page 2, we do see kind of faded in the
00:35background the logo, and some text, and at the bottom of page 2 we see some
00:39page numbering, and then it's repeated for page 3; the logo, and text, and the page numbering.
00:45So, it's actually using headers and footers here, but something different on
00:49page 1; nothing at all.
00:51So let's see how that's done.
00:53We can close up this document, or just minimize it, and we're going to switch to
00:57another document called Home Recipes1.
00:59So page 1, you can see, has our logo, and our title, but when we get to page 2, we
01:04see the customer letter; no page numbering at the bottom. Same thing for page 3.
01:09So it's time to insert our headers and footers.
01:12So, how do we do that?
01:12Well, all you need to do is double-click in the right area. Double-click near
01:16the very top of your page, or near the very bottom of your page, and you'll be
01:20inside your headers and footers.
01:22Let's go down to page 2 here, and click with the ruler visible on the page next
01:28to the shaded area, meaning we're inside the top margin.
01:32Now, if you don't see a ruler, just go to the View tab, and turn it on from there,
01:37and then double-clicking allows you to know exactly where you are on the page,
01:40and in this case, we're inside the top margin, which is our header area. Notice
01:45your cursor flashing, it says Header, and at the bottom of page 2, it says Footer.
01:50Same thing if we move down to page 3; Header, and Footer.
01:53But if we go to the top of our document on page 1, at the bottom it says First
01:58Page Footer, and at the top, First Page Header.
02:01In other words, we can have something different on page 1 than the other pages in
02:05our document, and that's because look what's happened up here on the ribbon; a
02:09new tab has just appeared with some context-sensitive header and footer tools,
02:13including in the options a checkmark next to Different First Page. That's why
02:18we're able to have nothing on page 1, and something on every other page.
02:23But if you want the same thing on every page, including page 1, you would deselect
02:26that, and it becomes a simple header and footer, as opposed to a first page header
02:31and footer. We do want something different, so we're going to keep it checked.
02:35Here's where we want to be on page 2; we want the logo, and some text in here.
02:40Well, do we have enough room? We might need to adjust our margins, and we can do
02:44that before or after the fact.
02:46Let's start by inserting our text.
02:48So, all we're going to do is type in the following: Essential Veggie Recipes for
02:53No Obstacles Kitchen.
02:55If you want, you can add the TM, and use the superscript that we talked about
02:59in the fonts chapter.
03:01Once we have that in there, we might also want it to be centered, so you can be
03:04anywhere on the line, when you go back to the Home tab here, and choose Ccntering
03:09in the Paragraph section.
03:10Now let's just click in front of the E in Essential, because we want to insert
03:14the logo ahead of this, so it'll push our text down. We could hit Enter right
03:18now just to bump it down, and move the cursor back up with our cursor key.
03:23Really doesn't matter; we're going to insert, though, a graphic, so we'll go to the
03:27Insert tab, and choose Pictures, and from the Chapter5 folder, you will find the
03:31NOH_Logo file, which is our No Obstacles Home logo. Click it to select it, and
03:36click Insert, and it'll be inserted right where the cursor was flashing. Way too
03:41big, so we can size that down. Let's do that; click and drag it down to an
03:45acceptable size, doesn't really need to overpower, and we'll also change the
03:50layout, so we can move it around.
03:52Let's click right there on the Layout Options icon, and choose With Text
03:57Wrapping, and let's choose this one down here, Top and Bottom, so text can't go
04:01on the left or right; it can only appear above or below.
04:04That looks pretty good, just like that.
04:06So we'll close this up, and we'll go down to our Footer section.
04:11Now here, when we click inside, we want that to be centered as well, and we
04:15want page numbering.
04:16So let's start by going to the Paragraph section of our Home tab on the ribbon, and Center.
04:22Now, we're not going to insert a 2 here, because it'll have a number 2
04:25appearing at the bottom of every page after page 1.
04:28What we really want is to insert page numbering, so we can do that from the
04:32Insert tab, and you'll see Page Number here in the Header & Footer section. Click
04:36the dropdown, and we don't really want to choose one of these presets, like Top,
04:41Bottom, Page Margins;
04:42we want the Current Position. We're already in position to put our page
04:46numbering in there, and when we hover over it, we see some preset options to choose from,
04:51like a Plain Number; very small number, and very difficult to see.
04:55We could also have an Accent Bar, with the word page showing up before or after.
04:59I kind of like this one.
05:01But if we want it to be exactly like our other document, it's going to be a simple
05:05number, but I think a larger number might be good, so we can actually see it
05:09here in our presets.
05:10So let's scroll down, and we do get into some large ones.
05:13Large, Large Color, Large Italics; let's just go with Large right here, Large 1.
05:19Select it, and the number appears.
05:21Now, notice it's off to the left, and that's because of the formatting that comes
05:26with it, and our cursor is flashing down here. We'll hit Backspace to take out
05:30that space; Backspace again, so we're not using up a blank line, and now here's
05:35where we want to center.
05:36Now you can click to select everything, and then go up to the Home tab, and
05:40center it, just like we did with our other text, and now we have it right where we want it.
05:45When we're done, all we do is just double-click anywhere in the page itself,
05:50outside of the header or footer. Or go back to the Design tab, and you'll notice
05:54here we can also insert header, footer, and page numbering from here, just like we
05:59saw from the Insert tab, but what we really want to do is click the Close button
06:03to close up the headers and footers.
06:05So, as we scroll down now, we're going to see our information doesn't appear at
06:09the top of page 1, or at the bottom of page 1, but it does appear at the top of
06:14page 2, and page numbering at the bottom of page 2. There it is on page 3, and
06:20our numbering is appropriate for page 3.
06:23Now, again, we might want to adjust things like our margins.
06:27If we click anywhere on page 3, for example, we see that's getting a little close
06:31to our content, so we can increase margins to create some space between our
06:35header and our content. That can be done on any page.
06:39If we go to page 2 to do it, clicking right in front of Dear, we know it'll
06:44affect all of our content from here down. So, let's go to the ruler, get the
06:48double arrow showing up, and just click and drag it down.
06:50Now, what might happen is you'll see text disappear; in other words, there might be
06:54some returns in there. We'll just click anywhere in the page itself, and hit your
06:59Delete key, and it comes back.
07:01So there we go. We have some space now between our header, and our content. We
07:05have our footer in place, page numbering, and it continues on the next page with
07:10a little space. That looks much better; a little easier to read.
07:13And we didn't have to insert that information on every page; we just did it
07:17once in our header, and our footer, and it appears on every page, no matter how
07:21long our document is.
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Organizing a document with sections
00:00If you have been following along with me, you know how we can create headers and
00:04footers in the document, and choose to have the first page appear differently.
00:07That's what we did with our Home Recipes document here, and if you've been
00:11following along, we'll keep working with this document.
00:13If you've jumped to this lesson, you can get caught up by going to the Chapter5
00:17folder, and opening up Home Recipes2.
00:19We decided to leave page 1 different, with nothing in the header, and nothing in
00:24the footer section, but when we get to page 2, we do have the logo, and some
00:29text, and then we see at the bottom, in the footer section, we added page
00:32numbering, and as we scroll through the remaining pages, they all look the same.
00:37What if we wanted something different on page 2?
00:39Well, we can accomplish that if we create sections in our document. Each section,
00:45then, can have different headers, and footers, and they can even have a different
00:49first page header, or footer.
00:51Right now our document is one big section,
00:54so if we wanted a new section, let's say, at the beginning of page 2, we could go
00:59to the end of page 1, and insert a new section after this page.
01:03To do that, we go up to the Page Layout tab. So, if you've clicked at the end of
01:08page 1, right after the Web address for No Obstacles Inc., click Page Layout,
01:13and from here you'll see, in the Page Setup section, Breaks.
01:17And when we click that, here's where we go to put in page breaks, column breaks,
01:21and text wrapping if we want to, but there is also a Section Breaks section, and
01:26you'll notice the first option is what we call a Next Page section break;
01:30it inserts a section break, and starts the new section on the next page, which would
01:34be page 2 in our document.
01:35There's also options for Continuous, which would insert the section break, and
01:40start the new section right on the same page. You can also do even and odd pages.
01:44If you wanted to, say, have page numbering on the left for every even page, and on
01:49the right for every odd page, you could do that.
01:52That's not important to us, because our page numbering is going to be centered.
01:56Let's go to Next Page, and give it a click, and you can see what happens.
02:00Right away, on page 2, we don't see that header anymore, and if we scroll down to
02:04the bottom of the page, the page numbering is gone, yet we do see it on page 3,
02:10and that's because we're looking at a new section.
02:12Section 2 here also has the ability to have a different first page header and footer.
02:18So, if we wanted to see that, all we have to do is start working with our
02:22headers and footers.
02:23Let's say for our letter here we don't want the header; we just want Dear
02:27Customer to be the first thing people see, but at the bottom, we do want the page numbering.
02:31So we'll just double-click down here, so long as we're below the shaded area on the
02:35ruler when we double-click at the bottom of the page, we're inside the footer
02:39for section 2, and notice it says First Page Footer for Section 2. This is the
02:45first page of our new section, and as we scroll down, you'll see there is a
02:49header for section 2. At the top of page 2 is our first page header. We'll leave
02:55that blank, but let's scroll down to the bottom, and add our page numbering.
02:59Let's go to the Page Number dropdown here. If you still have your cursor
03:04flashing inside the first page header, or footer, you'll notice that the Design
03:08tab has become available on the ribbon, and we have our Header & Footer
03:12section. So, we don't have to go to the Insert tab; we can go directly to the
03:16Page Number dropdown here, move down to Current Position, and to keep it
03:20matching the rest of our document, we'll use the same format. Let's scroll down
03:24until we see Large 1. When we click there, notice it is actually a page 2 that appears.
03:30So, it knows the page number, but we should center that, so let's click in front
03:34of it, and go to the Home tab and center it by clicking the Center button, or you
03:39can use Ctrl+E on your keyboard. There we go.
03:42All right, so when we close this up, you can double-click anywhere in the text;
03:46we have our page 2, but at the top of this page we have no header.
03:51So, page 1 is different from page 2, which is different from the rest of the
03:54document, which does have the header, and the page numbering showing up at the bottom.
03:59So, what happens when you want to remove sections?
04:02You don't really see them here, you don't see anything on the ruler, but there
04:06is a button on the ribbon that allows you to see certain formatting characters.
04:10It's this little guy right here in the Paragraph section: the Show/Hide button.
04:15Give that a click, and what you'll see is not just page breaks, but you'll also
04:19see section breaks, for example.
04:21So, as we scroll up to the bottom of page 1, there is our section break; a
04:26Next Page Section Break.
04:28So, if you didn't really want that, you could actually take it out.
04:32Just click anywhere along it, and you'll see your cursor flashing in front; hit
04:36your Delete key to remove it.
04:38Notice, everything comes back.
04:40We do want the section break, so let's undo that delete by clicking our Undo, or
04:44Ctrl+Z, and we'll leave it like that.
04:47Go back to that same button to hide all of our formatting, and we'll
04:51continue from here.
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Adding page backgrounds, borders, and watermarks
00:00Aside from headers and footers, there are other design elements that can be
00:04applied to the pages in your document.
00:06Think about colored backgrounds, borders, even watermarks, which could be text, or
00:10images faded in the background behind your content.
00:14When we apply those to documents, if we have sections, they'll be considered as well.
00:18So, let's continue working with our Home Recipes document.
00:22If you jumped to this lesson, you can get caught up by opening up Home Recipes3.
00:26Now, on our first page, we have no header, or footer, and then on page 2, we
00:31begin a new section.
00:33So, section 2 begins here, and it does have a different first page header, and
00:37footer than the rest of our document.
00:39So, we'll keep that in mind as we go to page 2, and start working with some of
00:44those design elements.
00:45Just click anywhere on page 2.
00:46And next, we'll go to the Design tab on the ribbon, and give that a click.
00:50Off to the right-hand side, you can see there is a Page Background section.
00:54So, let's begin with Page Color.
00:56We'll click the dropdown, and we can have a color in the background behind our page.
01:00This gives it a nice design, if we so choose, and typically you'll want to use
01:05colors that match your content.
01:07So, if we're using a black font, for example, we might want a very
01:11light colored background.
01:13And as we hover over these, you can see what happens.
01:15Let's go to this very light green.
01:19Now, as we scroll back up to the top, you can see this does affect every single page.
01:24As we scroll down to the next page, sure enough, there it is, and that's not too bad.
01:29Now, if we don't want any page color, we decide maybe that's not appropriate for
01:33this document, we go back to the Page Color dropdown, and choose No Color.
01:38Now, there are other colors to choose from.
01:40The Theme Colors are a good idea.
01:42If you think you might be changing themes down the road, the colors will
01:44change accordingly.
01:46But, if we go down to More Colors, you'll have choices from that entire palette
01:50of 16 million colors.
01:52But there are also Fill Effects, if you prefer to do things like gradients.
01:56So, when you look at Fill Effects, you can use One or Two colors.
01:59You can choose the Shading style, for example. Change the colors you're using;
02:04maybe a light green and white, and it's a very subtle change when we click OK.
02:10But, once again, if we don't like it, we can take that out by going to the Page
02:14Color dropdown, and choosing No Color. How about borders?
02:18Maybe that would be more appropriate.
02:20We'll click Page Borders.
02:21And from here, we have some presets as well.
02:24Page Border is the tab that's selected in the Borders and Shading section.
02:28If we wanted a box, for example, we could click that.
02:31We see a Preview over here inside the dialog box;
02:34we don't see a live preview in the background.
02:37Apply to the whole document, or if we click the dropdown, it could be just
02:41this section, or This Section - First page only, or This section - All except
02:47for the first page. Nice options.
02:50So, let's choose This section - First page only, and click OK.
02:55You can see what happens here around page 2, which is the beginning of section 2.
02:59As we scroll down, we don't see that border around page 3, or any of the pages thereafter.
03:04So, a nice little feature. I like that with our customer letter.
03:07Now, the other thing we can do is apply watermarks.
03:10So, let's go down to page 3 here, and we'll just click.
03:13Go to Watermark, click that dropdown,
03:17and you'll see some presets.
03:18Maybe this is just a draft, for example.
03:21Well, I don't see a preset for draft; I see Do Not Copy, and some
03:24Confidential options.
03:26But, if we wanted to, we could create our own Custom Watermark as well.
03:30We can also find more at Office.com.
03:33So, of course, you need to be connected.
03:35You need to be online to be able to select this option.
03:38And at any time, we can remove watermarks as well.
03:40Let's go to Custom Watermark.
03:42So, it just takes a moment,
03:44and the dialog box will open up, where we get to choose what's going to appear in the background.
03:49And by default, it's going to be faded.
03:51It could be a picture, or it could be text.
03:54If we go to Picture watermark, all we have to do is select our picture, and it
03:58will appear in the background, washed out.
04:00It won't be washed out if we click this checkbox.
04:03Also, we can Scale it.
04:04Notice, Auto is the default,
04:07but we could have the actual size at 100%, all the way up to 500%, or down to 50.
04:13Auto is automatically going to make it fit the page nicely.
04:16Let's go to Text, though.
04:17As I mentioned, this is a draft document,
04:19so all we need to do is click the dropdown for Text, and choose Draft from here.
04:24We can choose the Font;
04:26I'm thinking that san serif would be nice.
04:28Let's go all the way up here and find Arial.
04:31Actually, Arial Black is one of my favorites, because it really shows up.
04:35So, this is an alphabetical list.
04:37When we select Arial Black, the size, you can see, is set to Auto, just like it
04:41was for a picture watermark, and we can choose the color.
04:44You notice it's going to be semitransparent.
04:46So we can still see our content, but see this in the background.
04:50It can be across the page, horizontal, or diagonal.
04:52When we click Apply, we're going to see it in the background.
04:55Now we can click Close, and just scroll through our document to see what that looks like.
05:00It's very faint.
05:01You may not be able to see it on my screen.
05:03It's probably more visible on your screen.
05:06There, it shows up better on the next page.
05:08And of course, at any time, we can remove a watermark just by simply going to
05:12the Watermark dropdown, and choosing Remove Watermark.
05:15So, this is no longer a draft; we remove that, and it becomes our final copy.
05:20So, that's a quick look at page backgrounds, including borders, colors, and
05:25watermarks, keeping in mind that you do have that ability to set certain options
05:30for various sections in your document if they are already set up.
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6. Formatting Efficiently with Styles and Themes
Applying a theme to a document
00:00As you create documents here in Microsoft Word, it's important to maintain a
00:04consistent look and feel for readability,
00:07and the easiest way to do that is through the use of themes, which we're going to
00:11explore right now, working with our Company Bio document in the Chapter6 folder
00:15of your Exercise Files.
00:17You can see, as we click up here in Company Bio, we have a title.
00:20We do have a number of headings as well, and it looks fairly consistent.
00:24But let's say we want to change, maybe, the size of those headings,
00:28maybe the fonts, the colors; even the title itself.
00:32We could do all of that manually, and risk having an inconsistent look and feel,
00:37or we can use built-in themes.
00:39To do that, all we need to do is click the Design tab on the ribbon,
00:43and in the left-hand corner here, click the dropdown for Themes, and you'll see
00:48a number of presets.
00:50Now, as we hover over these, we get a live preview.
00:52Notice, as we move across them, it's really just the title, Company Bio, that's changing.
00:58It's changing sizes, it's changing fonts, and all of these are options that are
01:04part of what we call a theme;
01:06font sets, styles, colors, and effects.
01:11As we scroll through them all, you'll see the last one is Wood Type.
01:15Let's select that one, just for kicks.
01:17So, it's now applied to our document.
01:18Our document has a theme, and part of the theme involves style sets.
01:23Notice that we have a number of them here,
01:25and this document style set is the very first one that's highlighted. As we
01:29move across, you'll see names like Basic (Elegant), and we get a live preview
01:33down below in the document, showing us exactly what it will look like if we
01:37make that selection.
01:38So, let's go all the way across to this one called Lines (Simple).
01:43When we select it, we see well it change in font, size, even color, and we've
01:49got some graphics in here.
01:50We have lines showing up underneath each of our headings.
01:53If you want to change the color scheme to match your company logo, for example, or
01:58just your company in general, click the Colors dropdown, and you'll see color
02:03sets; all part of a theme,
02:05and as we move over those, we'll see live previews as well.
02:08Let's go down to green, and give it a click.
02:11That matches our document a little better.
02:14What about the font?
02:15Well, part of the Wood style theme is the font that you see here in the title,
02:20and our headings as well,
02:22but we can change the fonts if we wanted to,
02:24And we're really creating a custom theme as we do this,
02:27but it's being applied throughout the document, so it's consistent.
02:31As we hover over these different fonts, we get a quick look; a nice little live
02:35preview of what it will look like if we were to select these.
02:39And there are a lot to choose from.
02:41I'm going to go with this one, this Garamond font; give it a click, and
02:45that looks pretty good.
02:46Scroll through the document; you'll see it's consistent.
02:48Wherever we have headings, they all look the same; the same color, and the same style.
02:52Now, the other thing you can apply are Effects, and Effects will apply to
02:57anything that is graphical in nature that you've added to your document, like SmartArt.
03:02So, if you're drawing rectangles, and arrows, and so on, you can click the Effects
03:06dropdown, and choose different effects.
03:08You can see some three-dimensional effects, some, like Glass, are kind of cool, and Glossy.
03:14But we don't have anything like that in our document to apply it to,
03:17so we'll save that for later on, when we get into things like SmartArt, for example.
03:23Well, for now, we've been able to maintain a consistent look and feel in our
03:27document, while changing up things like our style sets, our color schemes, our
03:31fonts, all thanks to themes here in Word 2013.
03:34Let's save our changes, and continue from here.
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Applying Quick Styles to text
00:00If you're like most people, when it comes to formatting text in your documents,
00:04you're probably selecting it, going up into the Font group, maybe, of the ribbon,
00:08bolding, italics, maybe changing the color, the size, even the font itself,
00:13and if you're doing that, and let's say you do have headings, like we have in this
00:17document, you're doing it multiple times. And then if you want to change the
00:20look of the document, you're changing multiple times.
00:23You can save yourself a lot of time and hassle by simply using quick styles,
00:27which we're going to talk about right now, as we continue working with our
00:31Company Bio document.
00:32If you need to get caught up, go to the Chapter5 folder, and open up Company Bio2.
00:36We're going to click right in Company Bio at the top of page 1.
00:40When we do that, and we look at the Font group, notice, you don't see Bold selected,
00:45you don't see a green color selected for the font color;
00:48all of that is actually part of a quick style,
00:50and if we move over to the Styles section of our ribbon, we see some quick
00:54styles, and one of them is highlighted or selected, and that is Title.
00:58So, the formatting that comes with Title in this particular style set is a large
01:03font, and you can see, it's a dark greenish color, using Garamond, 40 points. Okay, great.
01:10If we change style sets, and the title is formatted differently, in that other
01:15style set, it's automatically applied to our title.
01:18Same thing for these headings that are repeated throughout our document.
01:21When we click there, we don't see any formatting up here.
01:24It's all done over here under Heading 1 in our quick styles.
01:27So, as we scroll through our document, if we see something that needs to be
01:30formatted, maybe No Obstacles Clothing, we can click just left of it,
01:35and in this case, it looks like it's actually part of something bigger.
01:39So, let's click inside, and sure enough, it's a text box. That's okay.
01:43We can click and drag over the text, and apply a quick style.
01:47Notice that Bold and Italics is highlighted here,
01:50so somebody formatted this manually.
01:52We can turn that off by clicking them again.
01:55How about we apply a Heading 2 this time?
01:58If we hover over Heading 2, you can see what that looks like.
02:01Not bad, but it doesn't seem to fit properly.
02:03Maybe if we click the dropdown, we'll see something better.
02:06Maybe Strong would be a better choice. So we select that.
02:09It looks like it's been bolded, but it's not, really.
02:12It's only using the Strong style.
02:15And it's quick style, because we can access it quickly from our Styles section on the ribbon.
02:20All right.
02:20Let's just click a little further down in the document. Applying quick styles is
02:24as simple as selecting them from the ribbon.
02:26Well, what if we have a document that's been formatted manually?
02:30Let's switch to another document simply called Company Bio.
02:34Now, in this case, if we click in Company Bio, the title, it looks different
02:38from the rest of our body text,
02:40but if we look up at the Styles section, it looks like Normal has been selected.
02:45And as we move over into the Font section, Bold has been applied, and a dark
02:49green color has been applied.
02:51All of this has been done manually.
02:53What if we go to Mission Statement?
02:54It too is Normal text,
02:56but it does have some formatting that's been applied;
03:00same thing for Company Description.
03:01So, no matter where we click in this document, it's all Normal style that's been applied,
03:07but we have some individual formatting that needs to be taken care of.
03:11So, one thing we might want to do is change our Company Bio here to an
03:16actual quick style;
03:17same thing for our headings.
03:19I'm going to start with the headings.
03:21If we click anywhere in Mission Statement, and we realize, we don't want to have
03:25to select these, and then take out the formatting, and then apply a quick style,
03:30what we can do is select everything that's formatted this way by going to our
03:33Select dropdown, and choose Select All Text with similar formatting.
03:38You can see, we have multiple headings that have been selected.
03:41Now what we can do is remove or clear formatting, and apply a quick style.
03:46To remove the formatting, we go up to this little guy, it kind of looks like a
03:50Band-Aid over text, and it's actually an eraser I think.
03:53We click it, and it clears all the formatting.
03:56Yet, everything is still selected; everything that is considered to be a heading
04:00is still highlighted.
04:02That's great, because now we can go to Heading 1, for example, and select that.
04:07Let's go to the very top of our document, Ctrl+Home, to see what that looks like.
04:11Okay, so far so good.
04:12Let's go next to Company Bio in the left margin, click there, and clear
04:16formatting as well. And go to, in this case, Title, and select it; beautiful. All right.
04:23So, that was a lot quicker than manually making those changes.
04:26And now, what's even faster is if we decide to change the look by choosing a
04:30different style set, everything is going to be updated for us automatically.
04:34Let's go to the Design tab, where we do have a number of style sets showing up
04:38here in the Document Formatting section of our ribbon,
04:41and the first one is selected.
04:43As we hover over it, you can see that that is This Document's Style Set.
04:47But, we have a number of other ones to choose from,
04:49and as we hover over them, we're going to see changes in our document.
04:53Look at Company Bio, and our headings; you can see how they change.
04:57Let's go to this one called Centered, and select it. Great!
05:01Everything has been updated, and we didn't have to touch a thing, except go to the
05:06ribbon, and choose a different style set.
05:07Same thing for colors;
05:09because we're using the style set colors, if we change the color scheme, maybe
05:13down to something like green, for example, that's closer to what we want, as you
05:17hover over these, you can see how they're all being updated,
05:20whereas individually formatted pieces of text would not be updated like this.
05:25Let's go to green-yellow, and select it.
05:29You can probably see the huge advantage there is to using styles and style sets,
05:33as opposed to manually formatting your text on the fly.
05:37Consider this the next time you create a Word document.
05:40Maybe even consider going back to some of your older documents, clearing the
05:44formatting, and replacing them with quick styles, and style sets.
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Creating your own Quick Styles
00:00Well, we know we can apply quick styles to existing content in our Word documents.
00:05We can also modify quick styles.
00:07We can create our own styles.
00:09Even create our own style sets.
00:11That's what we're going to do as we continue working with our Company Bio document.
00:15Company Bio3, if you're jumping to this lesson, and need to get caught up.
00:19So, as we look at our title, Company Bio, we click inside it, we notice that it's
00:23the Title style that's being used to make it look the way it does.
00:27Well, what if we like that, but we'd just like it to be a little bit smaller?
00:31One way to modify the style is to make the change first.
00:35So let's go over to the left-hand margin, click next to Company Bio to select it,
00:40and now let's just bump it down a little bit.
00:42So, we'll bump it down to 28, and maybe that's the right size.
00:46Notice that there is a Styles dropdown here as well.
00:49When we click that, notice that we can create a style, we could clear
00:53formatting, or apply the style.
00:55None of that allows us to actually modify or update our Title style.
00:59So, what we need to do is, once we have all of our titles selected, and modified, is
01:05to go up here to our Styles section of the ribbon, and click this little guy in
01:09the bottom right-hand corner.
01:11So this opens up a Styles pane, and you can see Title is selected.
01:15If we click the little dropdown button to the right of Title, here's where we
01:19see an option to update title to match our selection.
01:24When we do that, our title has just been updated.
01:27So, now when we apply this quick style to any content in our documents, it's
01:32going to look the way it does here in this document.
01:35We'll see it better if we go to one of our headings, like Mission Statement, for example.
01:39Notice, that is Heading 1.
01:41Let's go to the left margin, we'll select it,
01:44and let's say we want to make that a little bit bigger.
01:46We'll bump it up to 22, and maybe bold it.
01:49That's a perfect looking heading, and we want to update Heading 1 now by doing
01:55what we did with our Title.
01:57Just go to the little dropdown arrow that appears when we hover over Heading 1 on the
02:00right-hand side, Update Heading 1 to Match Selection.
02:03When we do that, look what happens to all of the headings in our document.
02:07They all get updated. Beautiful!
02:10So that's updating existing quick styles.
02:13What about creating our own?
02:15Let's just scroll down.
02:16You can click anywhere in the document to deselect anything that might be highlighted.
02:20We'll go to No Obstacles Clothing here.
02:22We'll select it, and again, this is inside a text box.
02:25So, when we click inside the text box, we then click and drag over our content,
02:30and maybe none of these actual quick styles is what we're looking for.
02:34We want to create our own style.
02:36So all we do is click Create a Style.
02:38Now, if we do this, we'll have to apply the formatting.
02:41If it's looking the way we want it, perfect; we are ready to create.
02:44If we are not quite ready to create, we could make some changes.
02:48I think it should look a little bit bigger,
02:50so let's bump it up.
02:51We'll go up to 12 points.
02:53Bold and Italics is fine, but I'd like to change the color as well.
02:56Let's go to a dark green at the top of our Theme Colors.
03:00Now we're ready to create the new style.
03:03From here, we have some options, of course.
03:06It's no longer showing the pop-up formatting tools,
03:09so we can go over to our Styles pane, for example.
03:12As we move down to the bottom left corner, here's another way to create a new style.
03:16So, when we click that, you'll notice all of the formatting is already there.
03:20The name is Style1 by default, but we can call it whatever we want.
03:24I'm going to call it Secondary Heading.
03:29Notice the Style type is set to Paragraph,
03:31so it will be applied to entire paragraphs, including the Return.
03:35That's great, we click OK, and now anytime we want to use that on something else,
03:40all we have to do is select our text.
03:42It is a quick style that will now appear on our list of quick styles on the ribbon.
03:47It also shows up in the Styles pane; if that's open,
03:50we can select it from there. Kind of cool.
03:53It doesn't really apply to what we have selected,
03:55so let's undo that, and continue from there.
03:59So, we can create our own styles from existing styles, modify, and we can even
04:05create our own style sets.
04:07So, if this group of styles is something we want to be able to use for other
04:12documents, of course, we can create our own style set, and that's we're going to do by
04:16going to the Design tab, though, this time.
04:18Now, from the dropdown here for our list of quick style sets, you'll notice that we
04:22can Save as a New Style Set.
04:25So everything we have here, with all those changes, can be saved as its own style set.
04:30I'm going to call it my own.
04:35You can call it your own.
04:37When we click Save, we now have a new style set to choose from.
04:40Now, you have to hover over it to actually see what it is.
04:44Click the dropdown, it allows us to see all of our Built-in, and Custom
04:49style sets as well.
04:50There is David's Style Set right there.
04:53No longer need it, of course, you can right-click, and delete, which I'm going to do.
04:57I really don't need my own style set;
04:59I like what I have here in Word 2013.
05:03We'll close up our Styles pane.
05:05That's a quick look at modifying, creating Styles, and style sets that you might
05:10want to be able use it in any Word document you create here in Word 2013.
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Restricting formatting to a selection of styles
00:00If you've been following along with me in this chapter, you now understand the
00:03importance of using styles over manual formatting; the time, and effort that can
00:08be saved when reformatting documents.
00:10Well, consider this scenario:
00:12maybe you've been tasked with compiling a document that's made up of many
00:15different parts, and you have several other people working on those parts, all
00:19applying their own formatting.
00:21Now you get the parts back, and you need to decipher what they were trying to say
00:25with that formatting, remove it, use styles to get a consistent look;
00:29very time-consuming, not just for you, but time is also wasted by those applying
00:34the formatting you never really wanted anyways.
00:36So another option here is to restrict their formatting options, so that they're
00:41forced to use styles, and can't manually format your document.
00:45That's what we are going to do with our Company Bio document here.
00:48Company Bio4, if you've jumped to this lesson, and you need to get caught up.
00:52Let's go to the Review tab, and from here you'll see something called Restrict
00:56Editing in the Protect section.
00:58Click that to open up the Restrict Editing pane, and it's at the very top where
01:03we see our first option: Limit formatting to a selection of styles.
01:07So that's what we want to select. That turns it on.
01:10Now, by default, they'll have access to all of the styles.
01:14If we were to go down and click Yes, Started Enforcing Protection, they
01:17have every single style available to them, but they wouldn't be able to manually format.
01:21For many people, that's fine,
01:23but we can also limit the number of styles, even.
01:26Let's go to the Settings link here under Formatting Restrictions.
01:30Give it a click, and you'll notice there is a checkmark already next to Limit
01:34formatting to a selection of styles, but the styles are all checked off.
01:37That's every single style.
01:39One preset I like is Recommended Minimum. By clicking this, only the ones with
01:44Recommended next to them are checked off.
01:46All of the rest are unavailable, like Dark Lists, Tables;
01:51maybe we don't need the HTML options here, because we won't be publishing this to the Web,
01:55so we can actually customize this even further by deselecting the HTML options.
02:02There's quite a few of them. So, you got the idea.
02:05We can really pick and choose which styles people will be able to use, and at the
02:09same time know that they won't be able to use any manual formatting. Let's click OK.
02:15This document probably contains some styles that might not be allowed.
02:18Do you want to remove them?
02:20You can choose Yes or No at this point.
02:22I'm going to choose Yes.
02:23Now it's time to Start Enforcing Protection.
02:25So, when click this button, we have the option to use a password.
02:30For anyone to do any formatting, they would need to know the password.
02:33It's not restricting them from getting into the document;
02:36it's just restricting the formatting.
02:38We have the option of leaving it blank if we really don't need to use a password.
02:42Let's click OK, and leave that blank.
02:44You'll notice over here in the Restrict Editing section now that we are restricted.
02:49We know that, because there is a Stop Protection button that appears at the bottom.
02:53If we go to the Home tab now, check it out;
02:55we can't even go into the Font section, and change things like Bold, Italics,
03:00the Color of our text.
03:02We can't even go into the Paragraph formatting section, and make any changes there.
03:06All we have access to are styles.
03:08We see the quick styles here that we have access to, and of course, we could go to
03:12all of the styles if we wanted to by clicking this little dropdown.
03:16Now we know we're going to get pieces of our document back that are
03:19formatted properly.
03:20They will be using titles, and headings, and so on, and our work as the person
03:24who's compiling this document just got a whole lot easier.
03:28At the end, when you're done protecting the document, you can go down to Stop Protection.
03:33When you click that link, you can now deselect the checkbox.
03:35If you used a password, you'd be prompted to use that password to get access
03:40to turning this off.
03:42Now we are back where we started, with a document that's unprotected.
03:45So, a handy little feature that might come in handy one day if you're
03:49responsible for compiling a document that might be created or modified by more
03:54than one person, and you want to restrict the formatting to save yourself a
03:57little bit of time and hassle.
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7. Creating Bulleted and Numbered Lists
Creating a bulleted or numbered list
00:00On occasion, you may need to create a list of items in your Word documents.
00:04Those items could be bulleted to add some pizzazz. They could be numbered, where
00:09there are steps maybe that need to be followed in a particular order, and if you
00:13let Word take care of the bullets and numbering for you, you will save yourself
00:17some headaches down the road if you need to go back and make changes to the
00:21list; maybe add some items or remove items.
00:23The numbering is taken care for you, the bullets, etcetera, if you use the
00:26built-in bullets and numbering, which we are going to do right now, using our
00:30Recipes1 document here.
00:32We are actually going to scroll down a few pages to page 3, where we see our
00:36first recipe, Working with Asparagus here.
00:39We have a list of ingredients, and we also have a list of steps to
00:42be followed in order.
00:44One could be a bulleted list; the other a numbered list. All right.
00:48So, let's start with our ingredient list here.
00:51If we want to turn bullets on, we can go directly to the Paragraph section here
00:55of the ribbon, when our Home tab is selected, and click Bullets.
00:58But if we already have the content, we should select it first, and then turn Bullets on.
01:03Notice that at the end of each line, it looks like we've hit Enter to start a new line.
01:08We can know for sure by going up to the Paragraph section, and clicking the
01:11Show/Hide button, and sure enough, you'll see markers at the end of each line
01:14where we hit the Enter key. Okay.
01:17So, let's turn those markers off by clicking the same button, and select each
01:22of the lines by going into the left margin, next to the first line, and
01:26dragging straight down.
01:28You'll notice the quick tools pop-up here as well, and it's just a faster way
01:32to get to some of the formatting tools, including, there it is: Bullets, or Numbering.
01:36Now in this case, we want to use bullets,
01:39so let's just click the Bullets button itself to take the default.
01:43You can see what happens in the background; we have an indent, a bullet, some
01:47spacing, and then our ingredients.
01:49If we were to click at the end of any one of these lines, and hit Enter, we get
01:54a new bullet. That's the beauty of using the built-in bulleted list or numbered list options.
02:00If you hit Enter again, look what happens.
02:02On occasion, you want to leave blank lines, so hitting Enter twice gives you that blank line.
02:07No longer want it? Hit your Backspace key on the keyboard to remove the blank
02:12line, and we're back where we started. All right.
02:14So that's the bulleted list; the default.
02:16Let's go down to our numbered list here, which needs some numbering.
02:20Again, we already have some content, but sometimes you're creating your bulleted
02:23or numbered lists from scratch; you don't already have the text.
02:27So, let's say that's the case. We'll just click on the blank line above our first
02:30step, where it says Place asparagus, and we'll turn numbering on.
02:34Let's just go up to the Paragraph section here on the ribbon, and click the
02:37Numbering button. There it is.
02:39So we get the default one indented space, just like our bullets, and all we have
02:45to do now is start typing.
02:46So, let's type in the following, and hit Enter at the end: Preheat oven to 400, etcetera.
02:52When you hit Enter, you get the number 2.
02:55So the list is being created on the fly for you.
02:58If you don't want numbering -- which we don't; we are actually want to go back, and
03:03apply it to all of our steps --
03:04we can go to the left margin, for example, click and drag across both lines.
03:09Even though line number two has nothing in it, you can see a little bit of
03:13shading after the 2.
03:14That means you got both lines.
03:16When we go to our quick tools here, you'll notice that the Numbering button is
03:19shaded, meaning it's turned on. Click it again, and it's turned off.
03:22So, now we can click on the blank line, hit Backspace to take it out, and we have
03:27all of our steps already there.
03:29Let's do like we did with our bulleted list.
03:31Go into the left margin, click and drag down across each of the lines, and turn
03:35Numbering on from here.
03:37There we go; everything's numbered for us.
03:39Of course, the beauty is if we want to go back and take out one of those steps,
03:44the numbering is going to adjust itself automatically for us. Or if we click at
03:49the end of last step, and hit Enter, we get step number 9 automatically.
03:53You don't have to use your tabs, type in the numbers, add the space between
03:58the number and the text, and then go back and make changes; what a headache that could be.
04:02So let's just Backspace a couple of times, maybe 3 or 4 times to take out the
04:07blank linem, and the number 9,
04:09and let's see what I'm talking about by going up at the end of step 3 here,
04:13and hit Enter there.
04:14Notice, we have a new number 4, and everything else gets renumbered for us automatically.
04:20Hit Enter again, and just like we saw with bullets, we get a blank line. The
04:23numbering readjusts itself again.
04:26Hit Backspace, and we're back where we started.
04:29Okay, so that's a good start creating bulleted and numbered lists.
04:32Of course, we can make changes to the formatting, and the appearance of our
04:35bullets, and numbers. We'll talk about that after we save our document, and move
04:39onto the next lesson.
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Changing the format of a bulleted or numbered list
00:00When creating lists here in Microsoft Word, whether it be a bulleted, or a
00:04numbered list, of course, you have the ability to make formatting changes to
00:09change up the look or feel of your list.
00:11So you might want to change the bullet, the spacing; we're going to talk about
00:15that now as we continue working with our Recipes document. If you jumped to this
00:19lesson, you can open up Recipes2 to get caught up. We're on page 3,
00:22and we're going to start with our bulleted list of ingredients.
00:25Let's click anywhere in the list.
00:26Now, we don't have to go and select the entire set of items here.
00:31All we need to do is click anywhere in the list, because it's turned on at the
00:35beginning, and turned off at the end.
00:36Now let's say we want to change the bullet. We have the default round, black
00:40bullet, but there are others to choose from.
00:42Let's go up to our Paragraph section, where we can see Bullets are turned on,
00:46it's shaded, but click the dropdown this time.
00:49Here we have a list of recently used bullets. There is our default, and you can
00:53see it's highlighted in the bullet library.
00:54If we want to turn bullets off, None is an option, and it'll only be turned off
00:59for the line we're in.
01:01But if we want to change bullets, look what happens when we hover over some of
01:05the other ones; it's changed for every line in our list. Maybe we like the
01:09squares, or this fancy one.
01:11There are a few fancy ones in here, and in fact, if we wanted to, we could
01:15define our own bullets.
01:16But let's just go with this guy here; the little round white one that's hollow.
01:21Give it a click, and you can see that changes the look of our list for sure.
01:25Well, maybe it should be a little bit bigger, or smaller, or maybe we want more
01:29space in between the bullets, or less of an indent, for example; that too can be changed.
01:35Let's go back to our dropdown, and this time we'll go to Define New Bullet.
01:40Now, from here we can change things like the character, we can use different
01:44symbols; we can even use our own pictures if we wanted to.
01:48Let's go to Symbol here, and choose from a different font group. We'll click
01:52the dropdown, scroll way down near the bottom; you'll see something called
01:55Wingdings, and there are in fact three categories of Wingdings here to choose from.
02:00When you browse through those, you'll see there are some pretty cool symbols to choose from.
02:04Let's go with this little finger pointing, and click OK.
02:07So, we're defining our own bullets now.
02:10You can see the Alignment is set to Left; that's exactly what we want, and
02:15there's a Preview down below. So, let's click OK,
02:17and you can see it's changed for the entire group.
02:21We also see this little guy the AutoCorrect options dropdown appear, which we
02:25can click if we want to undo that, and start over.
02:29We'll just leave it as is.
02:31Now, I want you to see on the actual ruler at the very top of your screen,
02:35there are some things happening here as well.
02:37If you don't see the ruler, just click View, and turn the Ruler on from the Show section.
02:42Inside our bulleted lists, you can see there's an indent, and as we hover over
02:46that little guy, you can see it's a First Line Indent, and then there's some
02:49spacing here as well that takes us to the Hanging Indent, and Left Indent,
02:55and it's actually a Left Indent that's being used between our bullets.
02:58So, if we wanted to, we could change those items as well.
03:01This time, though, we do need to select each one of the lines in our lists, so
03:05we're not affecting a single line, and we'll go up to the ruler, and let's just
03:10drag the First Line Indent over to the left, right to the left margin.
03:15So, you can see what it does now.
03:16There's no indent from the left margin, and there's more space here.
03:19If you don't like that space, that's okay.
03:22Just go to that little icon, when you see a pop-up saying you're on the Left
03:26Indent, click, and drag that in.
03:28Now you can see what's happening at the top; we're also moving our First Line Indent.
03:32So if you didn't want that, just go back up, and drag it to the left margin, or
03:36maybe just past. There we go.
03:38So you have full control over how your bullets are going to appear, and where they
03:43are going to appear as well.
03:44Same thing goes for your numbered list.
03:47So, if we wanted to, we could click and drag from item 1 here in the left margin
03:51all the way down to 8, and from our pop-up tools, we can click the dropdown next
03:56to Numbering, and you'll see there are a number of different options to choose from.
04:00Maybe it would look better with these round brackets; I kind of like that,
04:03so we'll give it a click. We'll go back to the dropdown, and just like we saw
04:08with bullets, we can do some cool things, like Define New Number Format. Give
04:12that a click, opens up the dialogue; now you can see the Number styles that we
04:16can choose from: Roman numerals, letters, upper or lowercase.
04:20I think we have the right Number style.
04:22We could change the Font, and the format; you can see it there.
04:26If we wanted to add any additional text, we could. Left-aligned;
04:29that all looks okay, so we'll just click OK, and keep it as is.
04:33And again, as you can see on the ruler, we have access to the indents, and
04:37spacing, and I think it's okay just the way it is.
04:40So let's save our changes before we move on to editing our lists of items,
04:46including adding sublevels to our lists.
04:49That's all coming up next.
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Creating levels in a list
00:00When creating your lists here in Microsoft Word, whether they'd be bulleted or
00:04numbered lists, you have the ability to add additional levels. Think about
00:08substeps for certain steps, for example.
00:11We're going to look at creating those different levels as we continue to work
00:14with our Recipes document, and if you need to get caught up, you can go to the
00:18Chapter7 folder, and open up Recipes3.
00:21Here on page 3, we do have our bulleted list, as well as our numbered list.
00:25Let's begin with the bulleted list.
00:26We'll just click after the word stalks in the first line.
00:29We know when we hit Enter, we're going to get a new bullet automatically,
00:33because we're using the bullet function, and it's a level 1 bullet.
00:38But if we wanted a subset here of our 24 thin asparagus stalks, we could hit the
00:42Tab key to go down to level 2.
00:45Now all we have to do is continue typing.
00:47Let's type in the following: 4-6 inches in length.
00:54When you press Enter, you now get a new level 2 bullet.
00:57If you want to go down the level, hit Tab; there's our third level.
01:01Hold your Shift key and press Tab to go back up a level; that's the exact
01:05opposite of pressing Tab.
01:07If you didn't really need it at all, all you need to do is click in the left
01:12margin on that line, and hit Delete on your keyboard; it's removed, and everything
01:15else collapses in, and adjusts itself nicely.
01:18Now, the bullets that you see for the various levels are based on the style that
01:22was selected when you were creating your list in the first place.
01:26Let's experiment with our numbered list now.
01:29After number 4, where it says Roast 30 minutes, turning once, we'll click at
01:32the end of that line.
01:33We know when we hit Enter, we're going to get a new number 5, and the rest of the
01:38list is renumbered automatically for us.
01:40Just like we did with our bullets, we can hit the Tab key on the keyboard to
01:44go down to a second level, and notice that the numbering here is actually a
01:48lowercase letter: letter a.
01:51So, let's type in Use tongs to turn, we'll press Enter, there is b. If we hit
01:57Tab, we're down a level. Hold Shift and press Tab; we are back up a level. Hold
02:02Shift and press Tab again to go back up a level, if you really wanted a new level 1.
02:07But we do want a new level 2, so we'll hit Tab.
02:09Let's type in Cover with foil after removing. There we go.
02:16So, as you can see, there are a number of different levels automatically that will
02:20appear in your bullet and numbered list, based on the style you've selected for
02:25those bullets, or numbering, and of course, you have the ability to customize those,
02:29just like we did with our bulleted lists in a previous lesson.
02:32The other thing that you can consider is using something called a multilevel
02:36list; something we'll talk about in the next lesson.
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Creating a multilevel list with styles
00:00A multilevel list is simply a variation of a bulleted or numbered list.
00:05In the previous lesson, when we went to a list, and hit Enter after one of the
00:09items, and then used our Tab key to go down a level, we turned a bulleted or
00:13numbered list into a multilevel list,
00:15but there are also some presets, and they can tie into styles as well, which we're
00:19going to explore now using this document called Multilevel List.
00:23As you know, when we click in the title here, we can go to our quick styles to
00:27see what style has been applied, and it as the Title style.
00:31If we go into any of the items, Main, or Sub level items, notice that it's the
00:35Normal style that's been applied, and if we look over here in the Navigation
00:39pane under Headings, there aren't any.
00:41But that can all change if we go to some Multilevel List options.
00:44Let's click and drag in the left margin from Main Level all the way down to the
00:49last Main Level, and with them all selected, we get the pop-up tools. There is
00:52no option here for what we would call a multilevel list. We need to go to the
00:56Paragraph section, and after bulleted, and numbered lists, we see Multilevel List.
01:01Give that a click, and you'll see some options.
01:03First of all, you'll see some numbered options, different formatting, some bullets;
01:09we'll also see some that involve text, like articles, and sections, or chapters, for example.
01:14Let's go to Article, give that a click, and look what happens here; not only do
01:19we have a multilevel List, but we also have some new quick styles showing up,
01:24and the headings have been applied.
01:26We now have the headings in our document.
01:28Now, some of these do not belong as articles; they should be sublevels, so
01:32let's click in front of Sub level, the first one here after Article 2, and hit the Tab key.
01:38Notice, it now becomes what we would call a Heading 2 style with sections,
01:42so we have chat some text here involved in this particular multilevel list option.
01:47We could do the same for the second Sub level, using our Tab key.
01:50Everything else is renumbered.
01:51We can do two at a time as well.
01:54So, next to Article 3, and 4, we can click and drag across those two Sub levels,
01:58and hit our Tab key to move them down a level.
02:01Now, in this case, there might be a third level, perhaps.
02:04Let's see if there is.
02:05Let's click in front of Section 2.02, and hit Tab.
02:09As you can see, there is a third Sub level here as well.
02:12You Shift+Tab to go back up a level, just like that.
02:16So that's kind of cool, but what's really cool is that we're now using styles.
02:20So, for example, if we don't like the way Article 1 Main level, and Article 2, and
02:253 look, we can make adjustments, and update it for our entire document.
02:29So, when you click inside Article 1, notice 2 and 3 are also highlighted.
02:34Now if we wanted to make a change, maybe we want to bump that font up a little
02:38bit, we could do that from our Font section on the ribbon, and they're all bumped
02:42up. I'll bump them down.
02:44Now we can also right-click Heading 1 Article, and update the heading if we make
02:49a change to any of the items, so let's try that. Let's go to Main Level here,
02:54select that, and let's bold it.
02:57So, if we like that, and we want the rest to appear that way, we can go to the
03:02actual quick style, right-click, and update Heading 1 to match selection, and
03:06you can see the rest of them have now been updated to match what we changed in our first one.
03:12This is all thanks to the use of styles.
03:14And again, because we're updating our style set, if we wanted to, we could save
03:19this style set, so we could use it on further documents.
03:22That would just mean going to the Design tab here, and from here, if we wanted
03:26to, we could update our quick styles by clicking the dropdown, and saving it
03:31as a new style set.
03:33Give it whatever name you'd like, and you will always have it for future documents.
03:37So that's the advantage to the multilevel list, some of them with text, but you
03:41also have the ability to update those, and save them for future use.
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8. Working with Tables
Creating new tables from scratch
00:00One of the best ways to ensure text you are entering in your document is going
00:04to stay organized -- let's say you need columns, and rows --
00:08well, you're going to create a table, and there are different ways of creating
00:12tables here in Microsoft Word.
00:13We're going to use this document called Asparagus1 to experiment.
00:17Let's just scroll down into this document, just above the directions that
00:21begin with Preheat oven.
00:23We'll click right above that.
00:24This would be a good place for an ingredient list, and as we think ahead to our
00:29table, we want to show the quantity of an ingredient, as well as a description of
00:34the ingredient; that means two columns.
00:36Now, depending on the number of ingredients in our recipe, we'll need several
00:40rows, but that can be determined on the fly as well.
00:43So, let's look at different ways to insert the table at our flashing cursor.
00:47We'll go to the Insert tab, and you'll see a Table dropdown.
00:51Give it a click, and the first option is to simply move across these cells, and click.
00:57So, if we wanted two columns, and maybe we wanted six rows, or more even; we could go
01:03as high as eight using this method.
01:05Let's just go to six, though, and click.
01:08Now we have our table, and you can see what's happening here; it's filling,
01:11automatically, the full width of our page in between the margins, and
01:15creating two equal columns. All right.
01:18That might not be exactly what we're looking for, but it can be adjusted.
01:21We suddenly have a number of design and layout table tools at our disposal on
01:26the ribbon, but let's click Undo, and look at another method.
01:30Again, we'll go to the Insert tab, click Table, and choose Insert Table this time.
01:35This gives us a dialog box where we can choose the number of columns and rows.
01:39We can type it in; for example, 2 for the Number of columns, and the Number of
01:44rows, we can bump this up to, say, 5.
01:46Also, down below, you can see the AutoFit behavior is set to Fixed column width.
01:51So, as we enter our content, the columns aren't going to expand to accept more
01:55content; it's going to wrap around, and create a taller row.
01:59If we'd rather have this fixed, we can change the numbers, as you can see, using
02:04the up arrow here. We go in increments of a 10th of an inch.
02:08So, we have some control before we actually create the table here.
02:12We can also AutoFit contents, which will automatically accept our contents, and
02:17automatically create a table, kind of like what we just saw when we created a
02:22table using the previous method.
02:24AutoFit window is automatically going to fit the entire window.
02:27Whatever we select here can also be saved.
02:30We can remember these dimensions for any new tables we might create in this
02:33document; that way we have a consistent look.
02:36Let's click Cancel, because there is another way for us to create a table.
02:40I kind of like it, because it gives us a little more control over the dimensions.
02:44Click the Table dropdown, and choose Draw Table.
02:48Now when you move your mouse pointer into the document itself, you can see it's
02:52changing to a pencil.
02:53You're ready to start drawing.
02:55So, if we wanted to, we could draw the full width of our table here.
02:59Let's go from, not quite at the left margin, we'll just go in a little bit,
03:03across, and not quite all the way to the right margin, and down.
03:07When we release, we've actually created the beginnings of our table.
03:11It's one big cell, but we still have the pencil icon.
03:14So if we want to create columns, all we have to do is draw the lines.
03:18Let's go at about the 2 inch mark on the ruler, click, and drag down, and when you
03:22see it changed into that dashed faded line, release your mouse,
03:26and now we have two columns.
03:28We could do the same if we wanted another column.
03:30And then we realize we only need two, so we can remove.
03:34Look at the Layout tools that are highlighted on the ribbon.
03:36There's one for the Eraser.
03:39Just click on the line, and it's erased, so we're back to two columns.
03:43Now we're ready to start working with our table,
03:45so let's just double-click inside the first cell, and we're ready to start typing.
03:50Let's say our first ingredient is 2 tablespoons. Of what?
03:55Well, we'll use our Tab key; that gets us over to the next cell.
03:59Let's type in Olive Oil.
04:02Now watch what happens when we hit the Tab key again. We get a brand new row.
04:06So maybe we want 24, Tab, Stocks of Asparagus.
04:14Hit your Tab key, and there's another row.
04:17Now, of course, once we've got all of our ingredients in there, we can move our
04:22columns around just by moving to the line in between; notice the double arrows,
04:26so we can adjust it.
04:27These are all things we're going to do a little bit later, once we have a full
04:31table, full of contents in there.
04:33Of course, there are other ways to create tables if you already have your contents.
04:37If you have the text, you can convert it into a table.
04:40We'll talk about that next.
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Converting existing text to a table
00:00Sometimes when you want to create a table, you already have the text, and
00:04you don't want to have to reenter that text, or even cut and paste it into a new table,
00:09so another option is to actually convert that text into a table.
00:13It'll work well if you've got consistent separators.
00:17Take a look at our document called Asparagus2 here, where we already have our
00:21ingredient list made up of quantities, and descriptions, and in between each of
00:27the numbers or quantities, and the description, whoever has entered this has
00:31hit the Tab key to do so.
00:33So the separator here is a Tab.
00:36That's good to know when we go to create a table from this text.
00:40So the first step is to select it.
00:42Let's click in the margin next to 24, click and drag all the way down to get
00:46every one of the lines, and now when we go up to the Insert tab, click the
00:50Table dropdown, you'll notice a Convert Text to Table option, which we're going to select.
00:56When we do this, we get a dialog box.
00:58You'll see the Number of columns its thinking it's going to create here is 2.
01:02The Number of rows is 7; one for each of our ingredients.
01:05Also the Fixed column width is set to Auto; you can see that here.
01:09Separate text at the Tabs.
01:11So, the Tabs are selected.
01:13If we had used commas, we could have used that, or paragraphs, which are returns,
01:17or Other, for that matter. Maybe it's dashes, for example, or stars, or whatever.
01:22If you choose Other, you can enter that character here, but we're using tabs.
01:26It's already selected.
01:27All we have to do is click OK, and look what happens. That's beautiful.
01:31Notice that the first column is set to automatically fit the content, and it's
01:35wrapping around here, and in our second column, where we have our ingredients, you
01:40can see everything fits nicely there.
01:42Now, of course, we have all of the design and layout tools available to us here on
01:46the ribbon now, so we can change the look of this, but how fast was that to
01:50create a table out of our existing text, and not have to copy, or cut and paste it
01:57into a new table we might've created?
01:59That's a nice little feature here in Word 2013 that I really like.
02:03Now it's time to spruce up our table.
02:05We'll talk about that next.
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Formatting table appearance
00:00When you create a table in Microsoft Word, whether you draw the table, insert
00:04a brand new table, or even convert text to a table, like we did in the previous lesson,
00:09inside the table, as long as your cursor is there, you'll notice that you have a
00:14number of Design, and Layout options on the ribbon, appearing under the Table
00:17Tools heading. So, we're going to take a look at how we can spice this table up.
00:22The default is, as you can see, a single black line for each of the rows and
00:26columns, so all of the cells look exactly the same; maybe different widths,
00:30but that's about it.
00:31So, with your cursor anywhere in the table, you can now go to, for example, some table styles.
00:37As you hover over these table styles, you're going to see a live preview.
00:41In this case, you can see there's a lighter grid than the default, which has a
00:45much darker grid. Or maybe you want every second row to be highlighted; that's an
00:50option using Plain Table 1. As you hover over these, I kind of like Plain
00:54Table 2, where we don't ask to see the separators for the columns, or the borders
00:59on the left and right of the table; that's kind of interesting.
01:03Some tables are going to use header rows, and have columns down the left-hand
01:07side used as header columns.
01:10As we move over to Plain Table 4, you can see we don't have any grid at all, but
01:14we do have some shading, and click this dropdown, and there's quite a bit to
01:18choose from, including some color-coded ones.
01:21So, as we hover over those, we're going to see in the background a live preview as well.
01:25I'm going to go to this green one down here: Grid Table 6 Colorful - Accent 6,
01:31and give it a click.
01:32Now, in this case, we don't really need a header row -- a header row is typically
01:36going to be titles, for example -- unless we wanted to add a row that would say
01:41quantity, and maybe description on the right, but I think it's fine just the way it is.
01:46So we can go up here to the ribbon and deselect Header Row, and that will
01:50affect the formatting.
01:51Without the header row, you'll see that it goes to simple formatting, with
01:56alternating rows of green shading, according to the style we selected. That's
02:00the Banded Rows we see.
02:02Now, if at first you don't like those,
02:04you can turn that off, and see what it looks like.
02:07I like the banded rows. Kind of separates the rows; makes it a little easier to read.
02:11And First Column, you can see, it's all bolded here, as if these were titles, but
02:15we don't really need a first column either, so we can deselect that checkbox.
02:20If you want to change the shading, now we're totally getting away from the table
02:24style we selected, but you can go to maybe a lighter green if you wanted to.
02:28Notice what's happening; it's only the cell that your cursor is in,
02:32so if you want to change the entire table shading, then you would go to the table itself;
02:37in the top left corner, you're going to see this little icon, the
02:40four-cornered arrow.
02:41Give it a click, and your entire table is now selected.
02:44Of course, you do get some tools at your disposal here in the quick tools dialog,
02:50but we don't really want any of those.
02:51We're going to go up to Shading now.
02:53Now, as we hover over, you can see what's happing; the entire table is affected.
02:57So, we lose our banded rows if we go this route,
03:00but you do have that option, and you can go to the Standard Colors, Theme Colors,
03:04and More Colors, if you want to go to the 16 million colors you can choose from.
03:09Also, we can make changes to our Border Styles.
03:13So, if we click the dropdown for Border Style, you can see it's solid right now,
03:17but we could go to a double line if we wanted to, or we could go to colors. I'm
03:21going to go to the double line color.
03:23As you can see now, we have this Border Painter that allows us to go around the
03:27border, painting exactly what we want.
03:30There we go. We have got the double there, double there, we go all the way
03:36around, clicking and dragging from one corner to the next; perfect.
03:41Now, that's the Pen Color; that can also be adjusted. You can see the size or
03:45width of our line could also be adjusted if we wanted to.
03:49But let's just leave it at that, and now we'll just go up here to the
03:52top left corner, and click outside the table to see what that looks like. Very interesting.
03:57A lot of formatting options at your disposal here in Word 2013.
04:01Let's click inside the table again. We get the Design tab back. We also get a
04:07Layout tab, and it's from here where we can start doing things like viewing
04:11gridlines, and table properties, drawing tables, and erasing.
04:16Here is where we can go to insert rows and columns.
04:19So, let's click anywhere in the first row, and let's say we do want a header row;
04:23we can insert above.
04:25When you choose Insert Above, there is a new row, and it appears just above our
04:29flashing cursor, and at this point, we might want to make this a header row.
04:34So let's go back to the Design tab, and now we can turn on Header Row, and if we
04:39wanted to, we can type in things in these cells. It's going to be formatted a
04:43little differently than the rest of the table.
04:45Type in quantity; notice it's bolded.
04:47Hit your Tab key to move to the next cell, and type in Description. There you go.
04:53Let's go back to Layout now for a second, so you know that there are a
04:57number of other options, such as splitting and merging cells, changing the width
05:02and height, distributing rows and columns; things we're going to talk about as
05:06we move through the various movies in this chapter.
05:08For now, you can see we have a nice looking table.
05:11It's been reformatted to make it a little bit easier to read, and match the
05:15rest of our document.
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Using Quick Tables
00:00Aside from the tables you create yourself here in Microsoft Word, there are also
00:04a number of pre-populated tables to choose from. They are called quick tables.
00:08We're going to take a look at them now.
00:10Let's just continue working with our Asparagus file.
00:13If you need to get caught up, open up Asparagus4, and let's scroll down to the
00:17bottom, and we'll click at the end of Yields 8 servings, and just hit Enter,
00:22maybe twice to leave some space.
00:23Now, if we want to insert a table, we could go to the Insert tab, and we already
00:28know, by clicking the Table dropdown, there are a number of different options
00:31for creating a table that will be inserted at our flashing cursor.
00:35But way down at the bottom is also something called Quick Tables, and when you
00:39move down there, you'll notice a little arrow off to the right, showing you some
00:43built-in tables, like Calendars, for example.
00:46As we scroll a little further down, you'll see some College options, a Tabular List,
00:52so if there's something here that looks like what you're trying to create, you
00:55can get a nice jump start by selecting one of them.
00:58For example, let's choose Calendar 2.
01:00Now, when we do that, you can see it is inserted into the document.
01:04Now, in this case, there wasn't enough room at the bottom of the first page; a
01:08new page is created to accommodate it.
01:09You can see, down in the bottom right-hand corner, this little handle. That
01:13allows you to take this, and treat it like an object.
01:15For example, if I want to make it bigger, click and drag out, and you can see it grows.
01:20We can stretch it out wide, we can lengthen it, or do both by going diagonally.
01:26Once we have the size we're looking for, we release, and voila!
01:30So, this is an example of a table that's pre-populated.
01:32Of course, if we wanted to change it to add our own month, and year, and then
01:38rearrange these numbers,
01:39we already have the table set up; it's just a matter of rearranging the data
01:43that's found inside it.
01:45So let's just scroll down a little bit.
01:46We'll click at the end of the table, hit Enter a couple of times, and take
01:49a look at one more.
01:50Click Insert > Table, and then down to Quick Tables. Let's scroll down to the Tabular List.
01:58We'll select it, and as you can see, this might have been a good one to start
02:02with for our ingredient list. There are two columns.
02:04We have Item and Needed at the top. We could replace that with Quantity and
02:09Description, have the amounts down the left-hand column; the description for the
02:13ingredients down the right-hand column.
02:15And again, it's an object.
02:16We could stretch it out if we needed to.
02:19And although we don't see the actual borders, because of the formatting of this
02:23table, as we move to the border, we see the double arrow; we could then adjust
02:28the column widths, for example, and get exactly what we needed.
02:31Then it's just a matter of replacing the existing content with our own.
02:35So those are quick tables; something to explore when you want to create a table.
02:39You might get a nice head start by finding something in the list of Quick
02:42Tables here in Word 2013.
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Adding and removing columns and rows
00:00It's almost guaranteed when you create tables in a Microsoft Word document, at
00:05some point, you may need to go back and make some adjustments.
00:08Perhaps you need additional rows, or columns, or maybe you have too many, and you
00:12need to remove some.
00:13That's what we're going to investigate right now, as we continue working with
00:16our Asparagus file.
00:18If you jumped to this lesson, you can get caught up by opening up Asparagus5.
00:22We're going to work with the table on page 1: our ingredient list.
00:25As soon as we click inside a table, you'll notice that the Table Tools appear at
00:30the end of the ribbon with two tabs: Design, and Layout.
00:33Let's say we wanted an extra row above the first row.
00:37Well, all we have to do is make sure our cursor is flashing in the first row
00:41when we go up to the Layout tab, into the Rows & Columns section, and you'll
00:46notice options for inserting rows, and columns, above your flashing cursor, below,
00:52and same thing for columns, only left, and right.
00:54We want one above, so watch what happens to our current header row; you can see
00:59the bold formatting that's applied to our first row by default.
01:03When we insert above, by clicking Insert Above, the bolding is gone; it's no
01:07longer the header row.
01:08The first row is always the header row.
01:10So let's just click in the second cell, and type in, in all caps, Ingredient List.
01:16That's our new title.
01:18So, it is the header row, and we see that when we go to the Design tab here under
01:22Table Tools that that is indeed turned on.
01:24Okay, let's go back to Layout now.
01:26Let's say we want to insert an extra column between Quantity and Description.
01:30Well, it doesn't matter where we are in our table as long as we are in one of
01:35those columns, when we go up to the Rows & Columns section to insert a column.
01:39If we are on the right-hand column, we want to insert one on the left. If we are
01:43in the first column, we want to insert one to the right.
01:46So it's nice that you don't have to be anywhere specific; you just have to choose the
01:50right insertion button.
01:51Let's choose Insert Left. There we go.
01:53And you can see what happens here; the column widths are adjusted for us
01:57automatically, and we probably want to make some changes.
02:00To do that, just go to the border between the new second column, and the third
02:05column, and when you see the double arrows going left and right, that means
02:09you're on the border.
02:11Click and drag to adjust.
02:13Now, another option is, if you want to be specific, to type in the width; you'll
02:17notice that here in the Layout tab as well, in the cell size.
02:21So for the Width, I currently see 1.33. You probably see something different,
02:25but we can click to highlight and type in our own value, like 1.3, for example, and
02:31when you hit Enter, it's adjusted for you. All right
02:34Then we realize, wait a second;
02:36we really don't need that column at all.
02:38We have everything we need.
02:39So as long as we're anywhere in that column, we can go back to the ribbon, with
02:43the Layout tab selected under Table Tools, and choose to Delete. Click the
02:48Delete dropdown, and you'll see your options: the Cell, the entire Column, the
02:53Row, or the entire Table.
02:55If we had multiple cells selected, going across multiple columns, we could
02:59delete all of those columns at once, but we haven't done that.
03:03We're just flashing in the one column, which is all we want to delete.
03:06So when we click Delete Columns, it's gone.
03:08Now, one thing that didn't happen is our second column here didn't stretch out to the margin,
03:14so we might have a little bit of fixing up to do by going off to the right here.
03:18First, though, you'll notice that column 1 is a little too narrow.
03:21Let's click and drag it off to the right, and let's go to the very far border on
03:26the right-hand side. Again, you're looking for that double arrow pointing left
03:29and right to click and drag.
03:31Let's go all the way to about six and a half, and release. Beautiful!
03:36So, it's no problem; when you create a table, you're not really stuck with what
03:40you have as far as the design and layout go.
03:43You can add and remove rows and columns at any time.
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Sorting data in a table
00:00When creating tables here in Microsoft Word, and entering data into those table
00:04cells, down the road, you may decide you want to sort that data.
00:09So, sorting a column, for example, will the corresponding columns match up after the sort?
00:14The answer is yes,
00:15and it's all automated for you here in Microsoft Word. You do not need to do this manually.
00:20Let's continue working with our Asparagus file here, working on our table on
00:24page 1; our Ingredient List.
00:26If you have jumped to this lesson, you can get caught by opening up Asparagus6.
00:30Now, you can see we do have some cells that contain kind of like headings,
00:35Quantity, and Description; we do have a header row as well.
00:38So, if we want to sort certain rows, all we have to do is select the cells in a
00:43column for the rows we want sorted, so that means everything from, as you can see,
00:47thin asparagus stalks down to Golden Delicious apple.
00:51So let's just click and drag all the way down, so we cover all of the rows that
00:55we want sorted. Keep a lookout over here on the left-hand side, making sure 24
01:00follows thin asparagus, and so on.
01:03Now when we go up to the Layout tab for Table Tools, you'll notice there's a
01:08Data section over here including Sort.
01:11Clicking this won't just do the sort; it brings up a dialog box where we
01:15can make some choices.
01:16First of all, because we've already selected Column 2, and specific rows in that
01:21column, Column 2 appears in the Sort by.
01:23If we click the dropdown, you can see there's nothing else to select from there.
01:27What's in there is text.
01:29Now, if we had numbers, and dates, those are other options that we could sort by. Using
01:33Paragraphs, it's going to be looking for returns, that's all, and then we can
01:38choose whether it's going to be Ascending, or Descending.
01:40Now, if we had multiple ingredients that were the same, we could do a secondary
01:44sort; maybe then by the quantity if we wanted to, but in our case, we don't have
01:48any duplicates, so we don't need a second or third sort option.
01:52Now, in our selection, we do not have a header row.
01:56Although our table has a header row, it won't be included in the Sort, because
02:00we've already selected the rows.
02:02All we need to do is click OK.
02:04Keep an eye on the quantities.
02:06Well, look at that; thin asparagus stalks is now at the end, and sure enough, 24
02:10followed it. The quantities moved along with the actual cells we had highlighted
02:15or selected in Column 2.
02:17So that's how we sort content in a table; a lot faster, and a lot easier than
02:22trying to do it ourselves manually using cut and paste.
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Merging and splitting cells
00:00When you first create a table here in Microsoft Word, you choose the number
00:03of rows and columns,
00:05and then when you look at the columns, each one has the same number of rows,
00:09and when you look at the rows, each one has the same number of columns. That's the default,
00:14but there is a way to get around that. You can merge cells together, and even
00:18split them up in a table to add some customization.
00:22We're going to continue working with our Asparagus file, Asparagus7, if
00:25you've jumped to this lesson, and need to get caught up. On Page 1, we have
00:29our Ingredient List.
00:30When we added the new row to type in Ingredient List, maybe that should be
00:34centered across the table, so we select it, and we go up to centering here in the
00:39Paragraph section, and it's actually centered in the column, not in the table,
00:44and there's this line between Column 1 and 2.
00:47This is an ideal opportunity for us to actually merge these two cells
00:51together into one big one, so let's do that.
00:54We'll click anywhere in the first cell, in the first row, and drag across, and
00:58you'll see both cells are now selected, or highlighted.
01:02So, at this point, we want to merge them together.
01:05Of course, we are inside a table, meaning our Table Tools appear, with a Design
01:09and a Layout tab on the ribbon.
01:12Click Layout, and from here, in the Merge section, you can see we can merge cells
01:17together. Give it a click; it becomes one big cell.
01:20And look at that; Ingredient List is now centered across the top of our
01:24table, just like that.
01:26Now, what if we'd done that down here in the second row as well?
01:29Let's click and drag across Quantity and Description, and merge.
01:33All of a sudden, that makes no sense.
01:35It looks like one big cell, and we have Quantity and Description one on top of
01:39the other. It makes no sense.
01:41We should really split this up, so with our cursor anywhere in this one big
01:46cell, we can go to Split Cells.
01:48When we do that, we get to choose the Number of columns, and the Number of rows
01:53if we want to split up the rows as well, which we don't.
01:55We just want to turn it into 2 Columns,
01:58but we could turn it into as many columns as we'd like using the up and down
02:01arrows, typing in a number; same thing for our rows.
02:05When we click OK with 2 columns, and 1 row selected, look what happens; it's
02:11now split, but it's split down the middle, so there is some adjusting that's necessary.
02:17We'll get that double arrow pointing left and right on the border between our
02:21two cells, and click and drag it, so it matches up with our original columns, and let go.
02:28You can just click off to the side to deselect to see the end result.
02:33So, whenever you need to merge cells together, they could be rows across
02:37columns, you can do that by selecting them first, and then going up to those
02:41Layout tools under Table Tools.
02:44Same thing goes for rows and/or columns that need to be split.
02:49Keep that in mind when you want to customize your tables to fit the content
02:53the way you need it to.
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Converting a table to text
00:00We learned in an earlier movie, if you have text already in a document, and it's
00:04lined up using tabs, maybe commas, or spaces, you can convert that into a
00:09nice looking table to make it more pleasing to the eye, for example.
00:13Well, the exact opposite is true as well.
00:15If you have a table, and you prefer it to be standard text, you can convert
00:19tables back to text as well.
00:21That's what we are going to do with our Asparagus file here on Page 1.
00:25If you need to get caught up, because you have jumped to this lesson, just
00:28open up Asparagus8.
00:29We're going to click anywhere in the table, and we're going to select it by going
00:33to the top left corner, and clicking the four arrowed icon.
00:35With our table selected, we can now convert it, because we have access to the
00:39Layout tab under Table Tools here on the ribbon. Give it a click, and go to the
00:44data section, where you'll find Convert to Text.
00:47Clicking this opens up a dialog box, and here we get to choose how we're going to
00:51separate our columns.
00:52Do we want to use Paragraph marks; that's the same as hard returns, or hitting
00:57the Enter key, which means everything would be on its own line. That doesn't make
01:00sense for our particular table.
01:02Tabs might be good,
01:03so there would be a tab in between the Quantity and Descriptions.
01:06We could use commas, or any other character, for that matter.
01:09Choosing Other, we can put in an asterisk if we wanted to, or any other character.
01:15But I think Tabs is going to work best for us.
01:17If you had a table within a table, also known as a nested table, you could have
01:22those converted as well, or not, but we don't have any, so it's not even
01:26available to us here in our options.
01:29So with Tabs selected, we'll just click OK.
01:31It looks pretty good.
01:33In fact, as you look down the Quantity list, everything is good until we get to
01:37one tablespoon plus one third cup; it kind of goes off into the next column, and
01:42all that means is the tab stop can be adjusted.
01:45So let's click and drag from the beginning of Quantity to the end of stalks.
01:50And when we look at the ruler -- and if you're not seeing the Ruler, just go to the
01:53View tab, and check it off --
01:55you can see that little left aligned tab stop symbol. It's just past the 1 1/2 inch mark.
02:01All we need to do is go to it, click, and drag it far enough off to the right
02:06that we don't see Column 1 running into Column 2.
02:09I'm going to go to the 2 inch mark, and release.
02:11Deselect by clicking anywhere in the document, and that looks pretty good.
02:15You might want to leave an extra line, a space between Ingredient List and
02:19Quantity, just hit Enter, and then a little bit of formatting, and we're looking
02:23at some pretty decent data, that's organized well, without using a table.
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Inserting an Excel table
00:00If you've ever inserted a table into a Microsoft Word document, and wished you
00:03had the functionality of an Excel sbuilt in, well, your wish just
00:08came true. You can insert an Excel spreadsheet by creating that type of table
00:13in your Word document.
00:14That's what we're going to do right now, working with this file called December Sales.
00:18We'll just click down below, so our cursor is flashing below our title.
00:22Next, we'll go to the Insert tab, as if we were going to insert a table.
00:26Click the Table dropdown, but this time we're going to choose Excel Spreadsheet.
00:30When we click there, we're actually going to be creating a new spreadsheet.
00:33The first thing you're going to notice that happens is, we have a
00:37spreadsheet down below, and we'll just scroll down, so we can see all of it.
00:41And our ribbon has changed, our menu bar has appeared, and what we have here are
00:45actually Excel tools, not Microsoft Word tools.
00:49Check it out. There's a Formulas tab, a PowerPivot tab; anything you might see
00:54in Microsoft Excel.
00:55So it's like temporarily stepping into Excel, while working in our Word document.
01:00Now all we have to do is size this to our liking.
01:04We can adjust our columns and so on, just like we would in Excel.
01:08All we're going to do is type in some headings here.
01:10Let's type in Qty, short for Quantity; hit the Tab key here. We're at cell B1 now.
01:17We're going to type in Description, and hit your Tab key.
01:23Type in Price, Tab, and last we'll have our Total. There we go.
01:28Alright, obviously we need to do some fixing up with our columns.
01:32We can do that by going between the column headers; between B and C, for example,
01:36we'll stretch out the Description.
01:38Price and Total look okay, and when it comes to formatting, we can use some cool
01:43tools available to us here, and just change the look of our Excel table once we
01:48have some information in here.
01:50So, for Quantity let's just put in some data here. We'll type in, how about 14;
01:55Description, Candle Stick Holders;
02:01Price, let's type in 24.99.
02:04Don't worry about the dollar signs, etcetera. We'll format that later.
02:10The Total is actually going to be a formula now.
02:12We can go to Formulas tab up here on the ribbon.
02:15You'll see a number of built-in formulas, all with dropdowns, but we can
02:19also just type in our formula. In this case, it's a simple one. We'll begin with
02:23the equals sign, just like we would in Excel.
02:25We'll click on the cell that's going to be used, A2, times is the asterisk, so
02:30we put in the asterisk, and click C2, and press Enter, and there is our answer.
02:36Now what we can do is click in that cell, and just drag from the bottom right
02:40corner all the way down here; we'll add a few more items. Right now there are zeroes,
02:45but we'll type in some quantities here. 21 Coasters, they are 10.99, and when we
02:54hit Enter, you can see the total appears. Nice.
02:58Next, in the column A, row 4, or cell A4, we'll type in 5, hit the Tab key, let's
03:05type in Placemats, and they are only 4.98.
03:10We'll add one more item, just so we have something to work with when we get
03:14into the formatting.
03:16Type in 16, press the Tab key, and type in Serving Dish, and they go for
03:2415.50, and Enter. Great!
03:28Now, may be a grand total down here.
03:30That would be a sum, or an auto sum.
03:32Notice that we have that on the ribbon, with our Formulas tab selected.
03:36All we have to do is click, and it automatically knows to take the numbers above,
03:40press Enter, and there's our grand total.
03:42Okay, looks pretty good. Now for some formatting.
03:45First of all, we don't need all of these blank columns and rows, so let's just
03:48resize this down. We'll make it fit nicely on our page after, but for now,
03:53we'll just size it down, and bring up the bottom border as well.
03:56We don't want to hide the Total, so if you go too far, just drag that handle,
04:01that double arrow down a little bit.
04:03If you click outside, no problem; just double-click inside, you're back in, and
04:08let's just drag that down one more row.
04:11There we go, so we see all our content,
04:13and now it's time to format this.
04:15It's still selected. We're going to go up to our format options now.
04:19You'll notice here, with the Home tab selected, we have Format as Table.
04:23When you click this dropdown, you'll see some of those preset formats for
04:27working with tables.
04:28Let's go to one of the green options here, maybe under Medium, for medium shading.
04:33I'm going to go to Table Style Medium 7; give it a click.
04:37Automatically, it knows where our data is in the table, but we could change that
04:41if we wanted to by clicking this little icon, and selecting it.
04:44And our table does have a header; the Quantity, Description header, Price,
04:48Total, so we click OK, and we get that formatting.
04:51Alright, let's click outside, it deselects, we're back into looking at the Word
04:57ribbon now, and we have our table, which is kind of like a graphic.
05:00If we click once, we select it; now we can resize this.
05:04Let's go to the bottom right corner with the double diagonal arrow, and just drag
05:07it out, so it's a much bigger graphic.
05:10You can see there we have our table, which is really an Excel Spreadsheet, and at
05:14any time, if we need to make a change, we just double-click to get inside again.
05:18Let's change one of the numbers. Let's go to Placemats; that should have been
05:2315. Hit Enter, everything is updated for us, click outside the selected
05:28spreadsheet, and we're back into our Word document, looking at the end result.
05:32So that's how you can get the power of Microsoft Excel into your Word tables; by
05:37inserting an Excel Spreadsheet, and creating it on the fly.
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9. Illustrating Your Documents
Illustrating with pictures, shapes, and clip art
00:00If a picture is truly worth a thousand words, think of all of the typing you can
00:04save yourself by inserting pictures into your Word documents. That's what we're
00:07going to talk about as we work with our NO media campaign1 document here, which
00:12has some text, and room for some images.
00:16Let's just click between our two paragraphs here, so your flashing cursor is on the blank line.
00:20That would be a good place to insert an image.
00:23To do that, we go to the Insert tab, and we have a number of options in the
00:27Illustrations section here.
00:28Pictures could be photos that you have stored on your computer, or elsewhere.
00:32Online pictures, where we could go get clip art, for example, search the Internet,
00:37even use your own SkyDrive, or Flickr account if you have one.
00:41We can draw our own shapes. We're going to focus on these three to begin
00:45with. Let's go to Pictures.
00:46Next we'll navigate to the Exercise Files > Chapter9 folder, where we do have a couple.
00:51As we hover over them, you can see one is a PNG file, and the other is a JPEG file.
00:56We're seeing both types, because down below, All Pictures is selected for what is
01:01going to be displayed in this folder.
01:03Click the dropdown, and you'll see there is quite a number of formats to choose
01:06from when inserting graphics: metafiles, there is JPEG, and PNG, Bitmaps or BMP
01:13files as well, you can see GIFF, etcetera.
01:16So, lots to choose from. Let's insert one called Surf; that's our JPEG. Select
01:21it, click Insert, and it shows up right where our cursor was flashing.
01:26Notice it has handles around the outside, so it's selected, meaning we can do
01:30things with it, like size it down.
01:32Let's go to the bottom right corner, and when you see the double diagonal arrow,
01:36we'll just size it down, so it's not so huge.
01:38Alright, now we'll click after it, and we're ready to insert another one.
01:43So let's go back to the Insert tab, go to Pictures, and select Reflection, our PNG
01:49file, and when we click Insert there, you can see it's inserted right after, it
01:53too is highlighted or selected by those handles, and we'll size it down to about
01:58the same size as our previous one.
02:01Let go, deselect by clicking off to the side; we now have two images.
02:05Again, our cursor is flashing after our newly inserted image.
02:10Let's go back to the Insert tab. This time go to Online Pictures, and look at your options.
02:15If you're connected to the Internet, you can go to Office.com, and search for clip
02:19art. Just type in a keyword, like bike.
02:22When you press Enter, you're going to see a list of Clip Art images available to
02:26you for free from Office.com, and when you see one you like, all you do is select
02:31it, and click Insert. There we go.
02:34Now, if you do have something that you don't want, as long as it's selected, and
02:38you see those handles around the outside, you can hit your Delete key on the
02:41keyboard to remove it.
02:43Let's go back to Insert, go to Online Pictures, and talk about some of the other
02:48options you'll see here, like Bing Image Search.
02:51When you click in there and type keywords,
02:53you'll be searching the Internet, or the Web, for images.
02:56If you have a Flickr account, you can be logged in, and access photos you have
03:00stored in that account. Same thing for your SkyDrive.
03:04Now, if you don't see Flickr there, maybe you've never used it, it is an
03:08option that can be enabled, typically in the bottom left corner, if you haven't done so already.
03:12So, lots of options, if you're connected, to getting photos or images.
03:16When you're done, just click the Close button in the top right-hand corner.
03:20The other thing you can do is draw your own.
03:22So let's just hit Enter on the keyboard, so we have a blank line.
03:26Go back to the Illustrations section of the Insert ribbon, and go to Shapes, and
03:30when we click the dropdown, look at all the shapes we have in different
03:34categories: Lines, Rectangles, Basic Shapes, Arrows, Flowchart; lots of
03:39different options to choose from.
03:41All you need to do is select the one you want, I'm going to go to this arrow
03:45pointing to the right under Block Arrows, give it a click, and you're ready
03:48now to start drawing.
03:50So let's just draw from our cursor across, and down, and you can see what's
03:55happening; we're getting our shape. It's right on top of our existing content.
03:59We can move it around by clicking and dragging it, and then we also have a number
04:03of formatting options that are available to us under Drawing Tools that appears
04:08when a shape is selected.
04:09So we have shape styles, fills, outlines, effects; things we're going to talk
04:14about as we move through the movies in this Chapter.
04:16For now, we'll just deselect it by clicking anywhere outside.
04:20So, when it comes to illustrating your document, those are a few options;
04:25inserting images, like photos, grabbing clip art from Office.com, or your own
04:30Flickr account, SkyDrive, even searching the Internet, and of course, drawing
04:34your own shapes as well.
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Positioning and cropping graphics
00:00Once you've inserted images or illustrations into your documents, you can then
00:05manipulate them, move them around, have text wrap around them a certain way,
00:09maybe focus on a part of your image by cropping it.
00:13These are the things we're going to do as we continue working with our NO media
00:16campaign document here, and if you've jumped to this lesson, you can get caught by
00:20opening up NO media campaign2.
00:22So, we already have our images.
00:25When we inserted our shape, it automatically showed up right on top of some of
00:30our other content, and we just moved it around.
00:33By clicking, you select the image, and you know it's selected by the handles that
00:37appear around the outside.
00:38Here is where we go to do things like size, drag it around from the center to move it,
00:44and if we move this up into our paragraph, look what happens; we can't read.
00:48That's because of the text wrapping that's set by default in shapes that we draw.
00:53We can adjust that by going to this little icon that appears off to the
00:56right: our Layout Options.
00:58It saves us going to the Format tab on the ribbon.
01:01We'll just click that, and you'll see this one is highlighted over here, which
01:04is In Front of Text.
01:07Now, if we don't want text to be covered up by an image, we can change how it
01:11wraps. It could be In Line with Text.
01:13Selecting this option makes it just like any other character in your paragraph,
01:18so as you add or remove content, it moves around with the paragraph.
01:22That's not going to be ideal, but we might want text to wrap around it. We could
01:27be in a Square, it could be Tight, meaning it will actually wrap around the
01:31shape of our image, not the shape of the rectangle that we see when it's
01:34selected. Or we could go right Through it.
01:37Again, it might be difficult to read our content. Maybe text should only appear
01:41above or below; that's Top and Bottom.
01:44Here we have Behind text; well, at least we'd be able to see our text, but it
01:48still might be difficult to read. The one that's already selected, as you can
01:52see, is In Front of Text.
01:53We could also have it move with our text, which is a default, or have it fixed
01:58right on the page, wherever we place it.
02:00Well, maybe we want it up here towards the left side, and maybe we want our text
02:04to wrap around it, so we'll click that icon once again.
02:08Let's try this one here: Tight.
02:10Now you can see that the text is actually wrapping around the shape.
02:13It's going inside the borders of our selection handles.
02:17Let's try Square; that might be more appropriate.
02:20And maybe we want to make sure it stays right there on the page, whether we add
02:25or remove content. We'll choose Fix position on page.
02:28Click anywhere on the page itself to see the end result. It's pretty good.
02:32Same thing goes for these images; when we select them, we see the same icon.
02:36When we click it, though, you'll notice that the default for images we insert is
02:40a little bit different than shapes we draw.
02:42It's In Line with Text, meaning it's going to be treated just like any other character.
02:46As we start typing, it's going to be pushed down along with the paragraph, and it
02:51will be part of that paragraph,
02:53so if we reach the end of the page, and run out of space, it gets moved down with
02:57the rest of the paragraph.
02:59So if we wanted to, we could choose different text wrapping options, just like
03:02we did for our shape.
03:04Let's go with Square, and fix it on the page.
03:09And let's go down now to our second graphic, and if we want to move this, as soon
03:13as we try to move it, again, we can't, because it is being treated like text.
03:18So we go to our icon, we can choose a text wrapping option; I'm going to go with Square again.
03:24Notice now that we have some text coming up from below. Now we can move this
03:29around, actually. You can see what's happening.
03:32We can move them both around. We can center. When we see that guideline appear, we know.
03:37It's going to be centered right there. Let's drag this one down, centered
03:41as well, and notice the wrapping doesn't really work out well for these two graphics.
03:46So let's select one, the top one, and hold down your Shift key, and select the second one.
03:51Now we can apply changes to both at the same time.
03:54We don't see the icon, because we've selected both, but we can go to the Format
03:58tab with our Picture Tools, and here is where we can choose things like the
04:02position, or text wrapping, and this is the position on the page, and you can see,
04:06as we hover over them, a real-time preview. I don't think that's what we want,
04:11we want text wrapping, and in this case, we want it to be top and bottom, so let's select that.
04:16We choose Top and Bottom, and as we scroll down, you can see that it doesn't
04:21quite fit on the page, so we can drag that second one up, and watch what happens
04:25to the text when we move it.
04:26We just drag it up to page 1, they're both still selected, and we'll release
04:32right above there, after the first paragraph.
04:34Again, we might want to have it centered, so when you see that guideline, release,
04:39and that looks a little bit better.
04:40At least it's is on the page, so now we might want to do some things, like change
04:45the size of the images, so everything fits on one page, and we're not losing that
04:49paragraph at the bottom.
04:50Let's just click off to the side to deselect, click the first one,
04:53and I'm going to size it down even further. Center it;
04:57we could do that because of the text wrapping we chose.
05:01Size this one down as well. You can see the text down below is moving up as we
05:05move that up, and center it, and now everything fits on one page.
05:11We'll deselect; there we go.
05:12Alright. This one here, we're seeing a little bit too much; we can crop it.
05:16Let's double-click this image to get the Format tab showing up, and from here
05:21we're going to be looking for the cropping tool.
05:23Cropping tool typically looks the same in every program;
05:26it's got this little icon here for cropping.
05:29When we click the dropdown, we can crop to a shape, aspect ratio can be
05:33maintained, and if we want to, we could just select Crop, which gives us new
05:38handles, so we can pick and choose what's going to appear in this image.
05:41I am going to take out a little bit from the left, so when my mouse pointer
05:45changes from the four sided arrow to the handle, we can move it, and take out
05:50that portion, take out that portion; I can bring it down from the top as well. I
05:56really want to bring it up from the bottom, though.
05:59And when I have exactly what I want, all I have to do is click outside the image,
06:03and it's been cropped.
06:05So that's not just sizing it; it is actually removing parts.
06:08Let's move this up a little bit higher, and now we have a good looking first
06:12page to our document.
06:13Of course, there is a lot more we can do with images in the way of design, and
06:19special effects, and that's all coming up as we move through the upcoming
06:22movies in this chapter.
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Using a table to organize text and graphics
00:00For those scenarios where you may have multiple images, graphics on a page here
00:05in Microsoft Word, and you want to keep them organized, maybe have text show up
00:10next to them, and always keep it together,
00:12one little trick is to use a table, and put those objects into cells in the table.
00:17That way, they'll always be lined up, and as you add or remove content, the table
00:21is going to keep everything organized and together.
00:24This is often done in templates here in Microsoft Word. In many occasions,
00:28you don't even see the table; the gridlines are invisible, but it's there,
00:32keeping things organized.
00:33That's what we're going to do with our NO media campaign here, and if you jumped
00:37to this lesson, you can get caught by opening up a NO media campaign3, and we do have
00:41our images down below, including this arrow, which we really don't need,
00:45so let's click the arrow once to select it, hit Delete on the keyboard to remove
00:49it; that gives us a little extra space to play with.
00:52Now, these are actually still images from videos, and we want to label them that way,
00:57so maybe it'd be good if we put them into a table.
01:00Let's create the table first.
01:01We'll just click down below the second image, next to New theme music, and
01:06we'll go to the Insert tab. There's a few different ways to insert a table.
01:10Click the Table dropdown. The fastest and easiest way to get two columns by
01:14two rows is just to move down into the grid, and when we see 2 x 2
01:18table, and a preview on our screen of the table itself, we can click to create it, just like that.
01:23Now we can start dragging these images into the cells. It gets a little tricky, though.
01:28Things start to jump around on your page,
01:29so the other thing we can do is click an image, and we can cut it.
01:34We can do that by going up into the Clipboard area of the ribbon, with the
01:37Home tab selected, and click Cut, and then just paste it where we want it in this cell.
01:43Click there, and click Paste. There we go. We're off to the races.
01:48Now you can see things are moving around already on the page; they're
01:51not quite fitting properly.
01:52The rest of our table appears on the next page, but that'll all work itself out.
01:56Let's, this time, right-click the image, and choose Cut from here, and we'll click
02:01in the cell below our reflection image, and we'll paste it there. Right-click, and choose Paste.
02:08Now, there are different paste options using destination theme; all of these are
02:12the same. It doesn't really matter, because we're not working with text. We'll
02:16just click the first option, and it's pasted into the table.
02:19Now these will always remain together in our table.
02:22We also have cells on the left now, where we can start to do things like add text.
02:27So let's type in Still from Reflection Video 1.
02:35Let's copy that. I'll highlight it, right-click, and Copy, click in the next
02:42cell, I'm going to use the keyboard shortcut Ctrl+V to paste it, and double-click
02:47Reflection, replace that with the Ride By; there we go.
02:52Now we have our images next to our text in the cells. We can make adjustments to
02:58the table itself, like dragging this border over a little bit.
03:02Now we have a little more room to resize our images if we wanted to make them
03:07a little bit bigger.
03:09And the other thing we can do now is take out this empty space here. I'll just
03:13click and drag over those few lines, and hit Delete.
03:16And maybe it be better if, for example, this was centered in the cell.
03:20So these two cells should be centered vertically. We can select those, and here
03:25we have our Table Tools for Design, and Layout, and if we go to Layout, for
03:29example, you can see here in alignment, we have the ability to do an Align
03:33Center. We'll do that, and the next thing we're going to do is hide all of the
03:39lines, so the table will remain, but people won't see it.
03:42All they'll see is text, or labels next to images, and as we add and remove content
03:47here on the page, the table will keep things together, and organized.
03:50So let's click in the top left corner, right on the selection icon to select the entire table.
03:55Now, there are number of design formats to choose from.
03:58If we go to the Design tab, we can choose from some of these presets by
04:02clicking the dropdown.
04:03They all seem to have some type of formatting.
04:07It could be shading, it could be a grid, could be light, could be dark.
04:12This one here, which is called plain, as you can see, hides everything; we'll
04:16give it a click, but there is some shading on alternating rows.
04:20So let's click Undo.
04:22We could spend all day going through these, or we could just go to our own border
04:26options over here for Borders, click the dropdown, and you can see there is an
04:31option here for No Border at all. I'll give that a click, we have no borders;
04:35you can click outside the table to see the end result.
04:38And we're going to be confident knowing that as we add additional information
04:42here, like hitting Enter, or backspacing, the table is going to keep everything
04:47together, and move around with our content.
04:49I'm going to take out another blank line here, and that looks pretty good.
04:53So it's just a little trick for keeping things organized. Put your images, and
04:57text, etcetera, inside a table. You can hide the gridlines, and make it look like
05:02you're very well-organized, and know what you're doing.
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Applying special effects to graphics
00:00Once you have your images inserted into your Word documents, there are some
00:04pretty cool effects you can apply to them to really make them stand out on the
00:08page. That's what we're going to do with our NO media campaign document that
00:12we've been working on here, and whether the images are in a table or not, it
00:16really doesn't matter; the effects can be applied.
00:19If you've jumped to this lesson, you can open up NO media campaign4, and you'll
00:23be all caught up. Let's start with our reflection still here.
00:26We'll just select it once, and you'll notice Picture Tools appear on the ribbon
00:30with a Format tab; let's go there.
00:33Now from here, we have a number of picture styles to choose from, and as you hover
00:37over these, you're going to see a live preview of what that's going to look like
00:41if you were to select it.
00:43So you can see some of these have frames, various picture styles, some have
00:46shadows, so they come off the page, reflections, there's another frame, or border.
00:52Click the dropdown, and you'll see there's quite a few to choose from, including
00:55some that have been tilted, 3D rotations, and so on.
01:00So if you see one that you like, all you have to do is select it, but let's not
01:04go there. Let's go to the Picture Borders dropdown, and see what it would look
01:10like with a different color border; maybe something in green, for example. Not
01:14bad, and then, of course, we could change the outline by making it heavier, or
01:19lighter; even change it from solid lines to dashes if we wanted to. Still not
01:25keen on any of those?
01:26How about Picture Effects?
01:28Now here's where we get into some real cool things. There are number of presets
01:31to choose from, so we don't have to go in and apply shadows, and reflections, and
01:35rotations; we can just go to these presets, and see what they're going to look
01:39like, like this rotation here, putting it back on it's side, giving it a
01:44three-dimensional look. Those are kind of cool.
01:46I kind of like this one right here, Preset 11. When we select it, it's then applied.
01:52Still inside the table, still always going to be with our text, but it's
01:55got totally different look than the image below. Let's go to that one; give it a click.
02:00Now, typically you'd want to be consistent, and apply the exact same effect, but
02:03let's take a look at some more as we go to Picture Effects, and go down to
02:08Shadow, for example.
02:10There are different shadows that can be applied, and you can see a live preview
02:13in the background. Some of the shadows bring it further off the page; different
02:17angles of light. We also have some inner options,
02:20so the shadows are actually inside the image, as opposed to outside.
02:24Perspective as well,
02:26so as if light is hitting it from in front on an angle; with the below option,
02:31you see the shadow below. I'm not keen on the shadows. How about Reflections?
02:35Again, you're going to see reflections showing up below at varying degrees.
02:40Sometimes the reflection is to big, and it doesn't fit on the page any longer. How about Glows?
02:45Just having it stand out with a glow around the outside in different colors;
02:49it's kind of a cool effect.
02:51Soft Edges will take away the edges, and you can see No Soft Edges is the default,
02:56but we get into varying degrees of soft edges until eventually almost the whole
03:01thing is a soft edge. Kind of a cool look. Bevels -- and we did see a bevels in our
03:06preset, along with some 3D rotation.
03:09So, if we wanted to, we could go with this first one here, and then go back to
03:13our Picture Effects, and down to 3-D Rotation, and find a cool rotation that might work.
03:19If we go to this one here, Isometric Top Up, and give it click, you can see it's
03:23a very similar effect to the one above; just a matter of rotating it now with
03:27the rotate handle to an angle that suits us better. When you release, that's the end result.
03:34If you don't like it, click Undo. I'm going to click Undo again, Undo again, I'm
03:39back where I started, and I'm going to apply the same preset by going back to
03:44Picture Effects, down to the preset, and I'm going to choose that same one that I
03:49chose for the first image, so I have a consistent look. Deselect, and that's just the
03:53tip of the iceberg when it comes to applying special effects to the images
03:57you've inserted into your documents.
03:59The other thing we can do is touch them up.
04:02We'll talk about that in the next lesson.
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Adjusting photos in a document
00:00When you insert images into your Word documents, those images may need some touching up.
00:06For example, you take photos;
00:08those photos could be very high definition, and take up a lot of space.
00:11They could come out a little bit dark, washed out, need some color,
00:15brightness, etcetera.
00:16Well, we have all of those tools at our disposal here in Word 2013, so we're
00:20going to experiment with them using our Media Doc1 file, which does have a
00:25couple of photos here. They are stills from a couple of videos: Reflection, and Ride By.
00:30Let's start with the Reflection image. We'll click it to select it.
00:34It does kind of look a little bit dark, and you'll notice the Format tab appears
00:38under Picture Tools, and when we click there, you'll notice on the left-hand side
00:42we have an Adjust section.
00:44So we have Corrections, Colors, even Effects.
00:48Let's start with Corrections.
00:49From here we can Sharpen, and Soften, and we can also adjust the Brightness, and Contrast.
00:54What's new here in Word 2013 are these little thumbnails that give you an idea
00:58of what you're selecting.
01:00First of all, you get a visual, but also, as you hover over them, you can see what
01:04the Brightness and Contrast levels are going to change to, and you get a live
01:09preview right in the document itself.
01:10So, I'm thinking this one might be good.
01:12Brightness 0%, Contrast at -20.
01:15If we go off to the right, that's a little too much.
01:18Off to the left, a little too dark, so let's go with Brightness 0,
01:21Normal, Contrast at -20%.
01:24When we select it, we've now updated the picture.
01:27If we go to the Color dropdown, we also have things for Saturation, Tone, and Recoloring.
01:33The Saturation is the amount of color in our image, and if we wanted more, and
01:37more vibrant color, to the point where it looks unrealistic, we can go far right,
01:41or we can remove Saturation, removing color all the way to the left, where we
01:46end up with a black and white document.
01:48I'm thinking probably we could go up to 200% with this one.
01:52The next image definitely needs to improve on the color quality, so let's select
01:57it, and go to that Color dropdown, and we'll bump the Saturation up.
02:02I'm thinking 200% for that one is a little too much; let's go to 100%.
02:06We'll go back to Color, and we can also adjust the Tone.
02:09You'll notice that it's actually measured in Temperatures, so as we move to the
02:13right on this list, we're actually creating a warmer picture;
02:16moving to the left would allow us to create a cooler looking picture.
02:19Let's go to a Temperature of 5300 K. Looks nice!
02:24And also from the Color dropdown, you can Recolor.
02:27So if you didn't want it to actually look realistic, you can see some
02:30Recoloring options, like Sepia.
02:32We have some Black and White options as well; a cool effect.
02:35And then we also have some Accent colors if we wanted to go that route.
02:39I don't think we need to recolor this, so let's just click the Color dropdown to
02:43close it up, and move to Artistic Effects, where we can apply some cool looking
02:48effects, resembling media in some cases.
02:50For example, as we move over these, you'll see one called Marker, as if it were
02:54drawn with a marker.
02:56Or how about a pencil using Grayscale?
02:59Sketching, some cool effects down here as well
03:02for Glass, and you get a screen door effect if you wanted to as well.
03:06Lots of different ones to choose from.
03:08Just hover over them to see the end result in a live preview, and then you can
03:12select the one that you think best suits the document itself.
03:16As I hover over these, I'm thinking maybe something like this one here gives it a
03:20nice effect. So the second last one in the second last row is Pastels Smooth;
03:26give it a click to apply that effect.
03:27Now, at the same time, these documents can get very large when there are
03:31many images inserted.
03:32Think about taking images with a high def camera, for example; the actual end
03:37result of your document can be very huge if you have huge images sitting inside them,
03:43so we have some options here for compressing pictures.
03:45If we go up to Compress Pictures, you'll see a dialog that allows us to apply
03:50it to the image that's selected.
03:52You might see checkmarks in both of these boxes.
03:54It depends what was used last, and the default is to apply it to the picture
03:58that's selected, but we want it applied to all the images, and we do want to
04:02delete cropped areas out of our pictures.
04:04So this first image in a previous movie; we actually cropped it.
04:08Well, the part that we're looking at is visible.
04:10The cropped area is still there; we just don't see it.
04:13It's taking up space that it doesn't need to, so deleting the cropped areas will
04:17make your document size a little bit smaller.
04:20And then we can also target our output, and change the resolution.
04:23Let's say we're only going to be e-mailing this.
04:25Well, we could choose the E-mail option, which brings the PPI down to 96.
04:30So what we're going to end up with is a much smaller document, a lower quality
04:34image, but it's only going to be viewed in e-mail.
04:37If it's going to be printed, we could go to the higher quality. It's a higher
04:40document size in the end, but we're still compressing it.
04:43Lets go to Screen; this is going to be viewed on Web pages, maybe projectors, so
04:47we'll select that one, and click OK.
04:50So we've just reduced the entire file size by compressing the images; both
04:54images in this document if we deselect that checkbox.
04:58We can change the picture from here if we wanted some other image in there.
05:01We can even reset the picture, so it would remove all the special effects and touchups.
05:07I think what we have here in the end looks pretty good, so we'll just deselect,
05:11and save our changes.
05:12So it's good to know when you are inserting images into your Word documents,
05:15you have a number of tools at your disposal for touching them up,s and making
05:19them look their best.
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Illustrating with WordArt
00:00The next type of graphic we're going to insert into our Word document here is actually text.
00:04It's called WordArt, and it's another way to display text that might be used in,
00:09say, a heading, a title; anywhere where you want to be artistic.
00:14We're going to do so with our Media Doc that we've been working with here in
00:18the previous lesson.
00:19If you've jumped to this lesson, you can open up Media Doc2.
00:22We're going to take out the title here, Media Campaign for Cycling, and turn it into WordArt.
00:27So let's just select the text itself.
00:29We don't want to go too far, and select the Return, otherwise we can end up with
00:33a blank line underneath.
00:35All we want is the text. With it highlighted, or selected, we can now cut it.
00:39You can use Ctrl+X on your keyboard, or click the Cut button, right-click and
00:43Cut; it's up to you.
00:45Either way, it's gone temporarily to the clipboard waiting to be pasted. Where?
00:49Into some WordArt.
00:50Well, we're going to insert the WordArt by going to the Insert tab, and then to
00:54the Text section of the ribbon; you'll find a WordArt dropdown.
00:58So give it a click, and you'll see some presets here to choose from, all of which
01:02can be customized later,
01:04so don't worry about colors, and the actual font style you're looking at.
01:08As you hover over these, you'll see a name, such as gradient fill, some
01:12three-dimensional looks with outlines, and hard shadows, for example.
01:17Here's one over here; it's looking like it's teal right now, but it does have a bevel.
01:21That's a nice 3D effect.
01:22I'm going to select that one.
01:24Now, we see that we get a textbox with our WordArt inside.
01:28It's already highlighted, highlighting the words, Your text here.
01:32All we need to do now is paste our text there.
01:35We could start typing, but since we've cut it, let's paste it, but let's
01:39paste it the right way.
01:40We'll go to the Home tab, and from the Paste dropdown, you'll notice there are three options.
01:45We don't want to Paste Keeping the Source Formatting. What we want is the new formatting,
01:50so we're going to go across to Merge Formatting, or the last one, which is Keep
01:55Text Only, and then that way, whatever formatting is part of the WordArt will be applied.
02:00So let's choose that.
02:01Now, don't worry about what you see right now; you're in edit mode. Your
02:05cursor is flashing inside, and what we want to do is probably make some changes to this WordArt.
02:10For example, we might want to change the size, so let's click and drag over our
02:15new content. Let's bump the size down from 36 points.
02:19You can see it all fits on the line now.
02:22That looks pretty good.
02:23And now let's click anywhere outside the selected text, and you'll see the full effect.
02:26Click once again, and it looks like you're inside. Click the border, and now we
02:30can make changes to where we place this, and the size.
02:34You'll notice that it is centered, but the box itself should go from margin to margin,
02:38so let's drag the right side out until we see that guideline up here, telling us
02:42we're at the right margin, and release.
02:44Everything is centered nicely.
02:46We can also move it up by going anywhere to the border, but not on any of those
02:50sizing handles, and just drag it up a little bit.
02:53That looks pretty good there, but I'm not keen on the color.
02:56Notice that we do have our Drawing Tools available to us with a Format tab, so
03:01let's click there, and you'll see some WordArt Styles to choose from.
03:04We saw those in the beginning, so if we didn't like our choice, we can change
03:08it up at this point.
03:09Let's select something different; for example, I'm going to go to this one, Fill
03:12- Blue-Gray. Give it a click, and now I've changed my style.
03:16But of course, we can change other things as well.
03:18For example, if we go to this top dropdown, we're going to adjust the text fill.
03:23Let's get it matching the rest of our document, so we'll go over to one of these
03:27blue options here. I'm thinking Blue, Accent 6, Lighter 60%.
03:31We also have another dropdown right below for the outline.
03:33Now, theoOutline should be a different color, maybe a darker blue, and
03:37you'll see the result. Pretty good.
03:40And then we have a third option here as well for text effects,
03:43so if we want to choose a Shadow, Reflection, a Glow, we could do that from here as well.
03:48Look at all the different Shadows. You get a real-time preview in the background.
03:52We also have Reflections;
03:54that's kind of cool.
03:56We also have some Glows;
03:58some glow more than others.
04:00Bevels for that 3D look.
04:01I kind of like the Convex option. Lets go with that.
04:05And there are also some 3-D Rotation options.
04:08We'll go back to the dropdown for effects, down to 3-D Rotation; you can see all
04:13of those choices there as well.
04:14Now, that won't allow it to fit properly on our page, so if you select
04:18something, click Undo to go back where we were.
04:20All right, let's deselect, and take a look at the finished product. Not too bad.
04:25So we've taken regular text, and turned it into a graphic using WordArt here
04:29in Word 2013.
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Inserting online video into a document
00:00One thing you can now do here in Word 2013 is insert online video right
00:05into your documents.
00:06If the video occurs somewhere on the Web, maybe a YouTube video, for example,
00:11you can insert it into your document, and play it right from the Word Document
00:14without having to leave, and go into a browser.
00:17So let's do that as we continuing working with our Media Doc file; Media Doc3 if
00:21you've jumped to this lesson, and need to get caught up.
00:24We are going to go down to the Still from Ride By, and replace it with a video.
00:28So we'll click to select it, hit Delete on the keyboard, it's gone, our cursor
00:32is flashing in the right place, though, for us to insert that online video.
00:36To do that, we go to the Insert tab. There is a Media section with one option,
00:40which is Online Video. We'll give it a click.
00:43Now it's just a matter of finding it.
00:45We can Search the Web using Bing video search; just enter a few keywords. If
00:49it's YouTube video, we can do the same, or maybe it's somewhere else on the Web,
00:53and you have the embed code.
00:55If you know it, you can find it, and copy it; it can be pasted right in here,
00:59and it will then be a video that will appear in your document at that flashing cursor.
01:04We are going to go YouTube, though, because there is something up there we can use.
01:08Let's type in some keywords. We'll start with b roll, how about rideby, all
01:14one word, how about lynda.com? Press Enter on your keyboard, and there's only one result.
01:20There it is: B roll RideBy, and it is a video that's over a minute long, so
01:24we'll select it, and click Insert.
01:27Now, initially the size is a little bit too much, taking up way too much space,
01:31but it is an object with handles. If we go to the top right corner, and click and
01:36drag it down, you can see we can resize it.
01:38Get it close to the same size as the image that appears in the table, so
01:42right above, and release.
01:43There we go; resized nicely.
01:45We do need to change the label now. It's not actually a still, it's Online
01:50video from Ride By, and we'll take out Video 1. There we go; a new label. And
01:57notice that our image here, which, by the way, we could make changes to; just click
02:02it, and you have all those formatting options for the image, representing the
02:06video that can be played.
02:08But we are going to leave it as is, and check it out by hitting the Play button. That's
02:13all you need to do to play the video.
02:15It opens up in its own little screen on top of your document, so it can be
02:19viewed at any time.
02:20When you're done, you just click outside that viewer, and you're back to your
02:24document with your placeholder.
02:25Go ahead and give it a try.
02:26It's a great new feature here in Word 2013.
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Diagraming with SmartArt
00:00Microsoft Word has its own diagramming tools built right in. It's called
00:03SmartArt, and it's called smart, because as you add content to your diagram, it'll
00:09automatically adjust itself to automatically fit text, for example, and position
00:13itself correctly on the page.
00:15We're going to explore SmartArt now using this document called NO Sport.
00:19We'll just click anywhere below the Executive Team heading, and then we'll go to
00:23the Insert tab on the ribbon.
00:25From here, in the Illustration section, you'll find SmartArt.
00:28As you hover over it, you see a brief description here of what a SmartArt
00:32graphic is used to do: visually communicate information.
00:36So when we click this, you'll see there are a number of categories down in
00:39the left-hand side.
00:40With All selected, we're going to see all of the various drawings you can create,
00:44and it's quite a long list.
00:46If you want to focus in on specific categories, just click them down in
00:49the left-hand pane.
00:51For example, if you want to look at Lists, Block Lists, for example, to show
00:55non-sequential or grouped blocks of information.
00:57As you click these icons, or thumbnails, you'll notice a description of it over
01:02on the right-hand side, and when you find what you're looking for, you click OK.
01:06There are Processes, Cycles, Hierarchies -- that's going to be useful for our
01:12particular document -- a way to show Relationships in various ways.
01:17There is something called Matrix, and there are a few Matrix options here to
01:20choose from as well.
01:22You can show relationships using these as well as the Relationship category.
01:26Pyramids, Pictures is kind of cool, where if you were to select one of these,
01:30you could actually show ideas, and so on, but use pictures inside as well.
01:35And you can also go to office.com to get more.
01:38Let's go to Hierarchy here, and as we click the first one, we see an Organization
01:42Chart over here on the right-hand side to show information or reporting
01:46relationships in an organization.
01:48And as we click on the various options here, you'll see variations. Here is one
01:53where we could use the picture of each person inside the rectangle where their
01:57name and title might be displayed. So, a number of different options,
02:01and as you click them, you get to know a little bit about them until you realize
02:05this is the one you want.
02:07Let's go to this third one here, which is Name and Title Organization
02:11Chart. We'll click OK.
02:13Now, as you can see, it automatically fits the margins on the left and the right.
02:17You're given a preset list of boxes, including one at the top; looks like
02:22something for an assistant, and then some subordinates, and of course, we can add
02:27to this, including the content that will appear inside the boxes.
02:30Right now, this first one is selected; you can see the handles around the outside.
02:35All we have to do is click inside, and type in a name.
02:38I am going to type in my own name. You can type in yours.
02:41Now, obviously it's too big to fit in the box. I'm going to I hit the space, and
02:46start typing my last name. Notice what happens.
02:48Not only does it adjust the font size, and put it on two lines, but every box
02:52below is also adjusted as well,
02:54so it's going to have a consistent look. That's the smart part of SmartArt.
02:58Now we can click inside the title area here where the title goes, give it a
03:03double-click, and let's type in CEO.
03:06Alright; now, if we do have an assistant, we click in that next box. I'm going to
03:10type in a name here. You can type in the same name, or a name of your choice, and
03:15in here we'll just double-click to type in Assistant.
03:20Notice the formatting is consistent across all of the boxes in our SmartArt drawing.
03:25Let's add one more, and in this case, these are subordinates. I'm going to type
03:33in VP Finance, and we can continue with the other boxes as well.
03:39And of course, if we wanted to add any, we have that ability as well.
03:43Let's go up to the top one, where I have my own name selected.
03:47Notice here on the ribbon we have Design and Format tabs showing up
03:51under SmartArt Tools.
03:53So over here on the left-hand side for creating graphics, we can add additional
03:56shapes. Add a Shape After, Before, Below, or Add an Assistant.
04:01So if we had two assistants, we could do that easily.
04:04So with the top box selected, we can Add a Shape Below, and now we get a fourth
04:08option down here, and notice how everything has adjusted. It still fits within
04:13the parameters, but everything has shrunken down to automatically fit correctly.
04:17If we hit the Delete key on the keyboard, everything readjusts again.
04:21Maybe we only have two direct reports to the CEO. We'll hit Delete again to
04:25delete one more, and you can see everything is adjusting itself nicely.
04:29We'll click inside the box, where we see empty text, and type in another VP here.
04:35Again, it's going to fit. We'll go down to the box below, and type in VP of
04:42Sales. There we go.
04:43Alright, so let's just click on the border, so none of the individual boxes are
04:47selected. There is a number of other options available to us, first of all, from
04:51the Design tab here.
04:52We can go to some different looks; these are variations of the same SmartArt
04:58diagram, and as we hover over them, under SmartArt Styles here, you can see we
05:02get some very cool looking hierarchies, and if we click the dropdown, we get
05:06even more, including some with 3D rotation, and so on. I kind of like that one right there.
05:11But we'll hover over a few others until we see something that really strikes
05:16our fancy. I'm going to go with this one here I think: Brick Scene. Give it a
05:20click, and it's locked in.
05:22We can also change the color scheme if we wanted to. Just click the dropdown,
05:26and hover over some different colors.
05:28You can see what's happening in the background.
05:30The one that's currently selected is highlighted, and we can choose something
05:33different if we'd like.
05:35There is a scrollbar, so if there are other options you are looking for, maybe
05:39under Accent 6, I like that one: Colored Fill - Accent 6.
05:42We'll give it a click, and that looks kind of neat.
05:45So I'll just click outside the box to deselect it, and you have a
05:49nice looking SmartArt graphic.
05:51Again, it's like any other graphic when you select it.
05:53There are handles for sizing, if you did want to size the whole thing down,
05:57Nnotice how everything continues to fit;
05:59it is what we call SmartArt.
06:01Go to the border; you can click and drag it like a normal graphic, and that's why
06:06if we try to move this right now, it's going anywhere. Why?
06:09It's being treated like text.
06:11Let's click that little icon off the right, like we do with many other graphics
06:14we insert, to check out the Layout Options.
06:16Sure enough, it's In Line with Text, so there is no text wrapping.
06:20If there is no text on our page, it can't be moved.
06:23So let's just go down to text wrapping here, and choose something like Top and
06:27Bottom, and Fix position on page.
06:30That allows us to place it exactly where we want.
06:33I'll close up the Layout Options;
06:35go back to the border with the four sided arrow. Now we can click and drag to
06:38get it nicely centered, and down a little bit. Release, deselect by clicking
06:43outside, and there is our finished product: our Executive Team at NO
06:47Obstacles Sport.
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Inserting screenshots
00:00With Word 2013, if you see something onscreen you'd like in your Word
00:04document, all you need to do is take a screenshot. That's what we're going to do right now.
00:09Now, what you capture could be on a Web site, or it could be in a blog, like we're
00:14looking at here for the no obstacles clothing blog.
00:16Maybe it's in another program that's running on your computer; a
00:19presentation, for example.
00:20It really doesn't matter;
00:22if it's onscreen, you can capture it.
00:24So let's say as we're going through this, we go to the Contact section, and
00:27realize there is some information that would be good to have in our document.
00:31So we'll flip back to Microsoft Word, where we're working with the NO_Sport
00:35document, and if you've jumped to this lesson, you can get caught up by opening up NO_Sport2.
00:40We're going to scroll down below the Organizational Chart; just click down there,
00:44so your cursor is flashing below it.
00:46Here is where we want to insert our screenshot.
00:48The key word, again, is insert, so we'll go to the Insert tab, and from here is where
00:52you'll find Screenshot.
00:53When you click this, you'll see some options.
00:55Available Windows; these are windows that are currently open in the background.
00:59So there is our blog page. We might have other programs running.
01:04When you select these, you are capturing the entire window.
01:07If you only want a part of the window, which is what we want, you would go a
01:12little further down, and choose Screen Clipping. Let's do that.
01:16This automatically minimizes Word, and takes you to the previous window.
01:19In our case, it was the blog, and we're looking at the Contact screen.
01:24Notice it's also faded out, so that we can look at our crosshair here, and select
01:28the part that we want.
01:29Let's click and drag from the top left of Contact across and down to get all of
01:35the information we want with regards to contact information.
01:39Once you've encompassed exactly what you want to capture, and release the mouse
01:43button, you're suddenly taken back to Word, and there is your graphic.
01:47Insert it just like that, and it's like any other graphic.
01:50We have our Format tab under Picture Tools, so we can apply things if we wanted
01:54to, like a shadow, kind of like that, could be a border, for example.
01:59Any of the other effects. Text Wrapping; let's have text going above and below,
02:04so we'll choose Top and Bottom.
02:06If it doesn't fit on the page any longer, no problem; we can actually resize
02:10this. It has handles.
02:12So even though we've captured it in real size, we can click and drag it down from
02:17a corner to keep the proportions. Suddenly it does fit again on the first page.
02:23Let's move it into position, so it's centered, and release.
02:26We'll click outside, and there's our screenshot.
02:29Very simple to do from the Insert tab here in Word 2013.
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Inserting a chart
00:00One of the best ways to display numerical data in a document and keep the
00:05reader's interest is to use a graphic, or a chart, and there are number of charts
00:09to choose from here in Word.
00:11Let's use our keyboard to get to the very bottom of our NO_Sport document here.
00:16You can get caught up by opening up in NO_Sport3 if you need to.
00:19Ctrl+End will take us to the very bottom of the document.
00:22Don't be fooled by the graphic you see down below.
00:25Next we're going to insert a page break, so we'll go to the Insert tab, and
00:29select Page Break. There is our new page down below, and we're ready to insert our chart.
00:34First, though, let's add a title.
00:36Let's just type in December 2012 Sales, and we'll hit Enter.
00:43That doesn't look very good as is, so we'll just click in the left margin next to it,
00:48we'll go up to the Home tab, and we'll choose something like Heading 1
00:52maybe. Yeah, that looks pretty good. We'll give it a click, and now click
00:55below that heading.
00:56Now we're ready for our chart.
00:58Back we go to the Insert tab, and from here in the Illustrations section,
01:02you'll find Charts.
01:04So when we click Chart, we can see there are a number of categories down the
01:07left-hand side; columns, and when we select something like Column, we see a
01:11number of column choices.
01:13There are Line Charts, or Graphs.
01:15When you click them, you get a nice little preview; as you hover over it, it
01:19expands to give you a good close look.
01:21Let's go to Pie; move in, move out, look at the 3-D option by clicking it, and
01:28moving down. That's kind of cool.
01:30Let's go down to Bar, which is the same as Column, but on its side.
01:34Area, you can see there's X Y, Stock, Surface, Radar, and Combo options here as well.
01:41All we need is a simple one.
01:43Let's go to Pie, and I like the 3D option. We'll select it, and click OK.
01:48So what's going to happen next is you're going to see a preset Pie added for you
01:54with some preset data.
01:56The data appears in a Microsoft Word spreadsheet.
02:01Well, it's kind of an Excel spreadsheet, and you'll notice the Excel icon that
02:04allows you to edit data in Microsoft Excel, but its actually going to place
02:09the chart here in Word.
02:11Just so happens, Sales is the heading; we have 1st Qtr, 2nd Qtr, 3rd, and 4th,
02:16when all we really need is to separate this into categories.
02:21So let's type Clothing -- remember, this is just for the month of December 2012 --
02:26Accessories, Equipment, and Other.
02:34Now Sales is over here. You can see there are some sample numbers.
02:37We just want to make sure we're using the same scale throughout our four rows
02:41here, and if we needed more rows, no problem; you can just drag this down to get
02:46more rows, or if you wanted less rows, you could do that as well.
02:49I kind of like the four rows.
02:51So, let's say we're going to be measuring this in thousands of dollars.
02:55So Clothing, we'll type in 120; hit the down arrow on the keyboard.
02:59You can see the pie is updating itself down below in real time.
03:03Accessories, we'll do 26. Move down to Equipment, 144m and Other, we'll type in 12, and hit Enter.
03:14So there is our pie, and you can see, we can now close up our spreadsheet window
03:19here, we have a nice looking visual representation of our sales data.
03:24Now, there are a number of icons that appear down the right-hand side of a chart
03:28when you create it, and of course, we also get Chart Tools showing up on the
03:32ribbon for Design and Format.
03:33With Design selected, we can do things like change the color scheme.
03:37We can also change the chart style.
03:39As you hover over these, you're going to see what it looks like. I kind of like that one.
03:44There might be something better, and you'll notice they vary. Some of them
03:47have labels, and legends; some have both.
03:50This one has labels going around each of the pieces of pie. I kind of like
03:54that one. Click the dropdown, and you'll see a couple more, but I'm going to
03:57go with this one: Style 8.
03:59Alright, we can also go over here to the right now to change the way it's laid
04:03out as far as text wrapping, just like any other graphic.
04:06It is a chart, but maybe we want text flowing above and below, and never on the
04:10sides, and we want to fix it on the page; we can do that as well.
04:14And that, of course, means that we can go to the border, move it around, we can
04:18resize it with the handles, just like we would any other graphic, for that matter.
04:22Also on the right-hand side here, you'll see some icons for the chart elements.
04:27Maybe you do want a legend along with those labels.
04:29Click the plus sign, and add the Legend.
04:32Maybe it doesn't make sense to have labels as well, so we'll remove those.
04:36I'll like labels and no legend, personally,
04:39so I'm going to go with Data Labels. There is an arrow here where we can choose
04:43where they go: inside, outside, best fit;
04:47outside looks pretty good.
04:48Outside End, so we'll select that, and that will appear there.
04:51Alright; as we go over to the right-hand side here, we can also change the styles from here.
04:56So if you want to open up a separate window for your styles, as opposed to using
05:00the ribbon, that can be done.
05:02We don't really need it; we've got the style we want.
05:04The last thing is Chart Filters, if you want to filter out data points, and names
05:08on your chart, so only the information that you want visible is, and you have access to filters.
05:14It really doesn't apply to a simple chart like this.
05:16Alright. Let's just click our paintbrush icon to close up those styles, and I
05:21think we have exactly what we want.
05:23Although, if we go to the Chart Elements, I think I'm going to add the Legend,
05:28and I'm going to change the Chart Title.
05:31Now, as we click the arrow next to Chart Title, you can see we have options.
05:35Centered Overlay, More Options, as well Above Chart.
05:39I think above the chart is good, but I want to get inside there, and type IN
05:45THOUSANDS OF DOLLARS.
05:49Alright. Let's click outside our chart, and I think that says it all.
05:53Inserting charts is very simple here in Word 2013.
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10. Using Macros and Building Blocks
Creating a macro
00:00If you've ever been working in one of your Word documents, maybe entering text, or
00:04formatting a certain way, and realized you've done this before, and you're
00:07probably going to do it again in future documents, you might want to consider
00:11recording those steps in a macro.
00:13That way you can simply play it back when you need it.
00:16That's what we're going to do with our NO Home Recipes1 document here.
00:19We'll scroll down to the second page. You'll notice we've started a
00:22customer letter here.
00:24All we haven't done is to close it off at the end, and maybe we close our
00:28customer letters the same way.
00:30Well if we do, we can then create a button, or a keyboard shortcut that will
00:34automatically close off our letters for us, so we'll never have to repeat these steps again.
00:39Alright, so let's just click at the end of the last sentence of the last
00:43paragraph here, and this is where we want to start recording.
00:47To do that, we go to the View tab. At the very end of the ribbon, click the Macros dropdown.
00:53Here we have an option to Record a Macro.
00:56We'll give it a click, and the dialog box opens up where we can now name our Macro.
01:01Let's call it LetterClosing. It can be a button that appears on the quick access
01:07toolbar up here, or it could be a keyboard shortcut that you assign.
01:10I prefer to use the buttons in most cases, because there are so many keyboard
01:14shortcuts already used in Microsoft Word, it's sometimes difficult to find one
01:19that's not already taken, so let's click Button, which opens up another dialogue.
01:24There is the name of our brand new macro that's about to be created,
01:27LetterClosing; all we have to do is click it to select it, and then click Add to
01:32add it to our quick access toolbar.
01:34Now, it's going to automatically appear as the last icon when we click OK.
01:38If you want to change the order, you can do that using these buttons here.
01:42If you want it to be the first, for example, move it all way to the top.
01:46I don't mind it being at the end.
01:48Notice the icon for macro.
01:49So we'll click OK, we now have a new icon appearing on the quick access
01:54toolbar, and you'll notice your mouse pointer, when you move through the
01:57document, has a cassette tape attached to it. That's how you know you are
02:01currently recording everything you do going forward, including any mistakes you
02:06might make, so let's be careful.
02:09First thing we'll do is hit Enter a couple of times.
02:11Next we're going to type some text. Let's type in Thank-you for your patronage!
02:20Enter a couple more times, we'll type in Sincerely, we'll hit Enter maybe four
02:26or five times, and here's where we'll type in our name and title.
02:30Let's say we want to do a little formatting here, though.
02:33We can do that; just go to the Home tab, and maybe it should be Bold, and Italics.
02:37We'll turn those on, and type in the name, Jaryl Leonard, CEO, and then we'll turn
02:46off that formatting. All of that is being recorded.
02:50Alright, so we've got everything we need. This is what we're going to be adding
02:54at the bottom of most customer letters, so let's stop recording at this point by
02:57going back to the View tab where we started, clicking the dropdown for Macros,
03:02and now it says Stop Recording instead of Record Macro.
03:05So give it a click; we just stopped. We have a new icon up here on our quick
03:10access toolbar, because we chose the Button method, and we now have an actual
03:15macro that's been recorded. Of course, we can record as many as we'd like.
03:19The next thing we'll want to do is locate that macro, so we can do things like
03:23play it back, and even make changes to it. That's all coming up.
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Finding and running a macro
00:00Once you've recorded your macros, it's a simple matter of playing them back
00:03every time you need them.
00:05The steps you recorded will be replayed at the location in your document where
00:10your cursor is flashing.
00:11So for us, we've recorded a letter closing, and we see that letter closing that we
00:16created on the fly while we were recording our macro.
00:19Let's test it out by removing this closing. We'll click and drag from the end of
00:23the last sentence here, which is our no-obstacles-inc Web site.
00:27We'll drag all of the down to the end of CEO, and hit Delete on the keyboard to remove that.
00:33So here we are, we've typed our customer letter, we're ready to close it off now,
00:36but we have a macro to do that.
00:38We put our on the quick access toolbar, so it's just a matter of going up and
00:42clicking the button.
00:43Now, eventually you may have many of these macros on your quick access toolbar,
00:47and the icons will all look the same,
00:49so as you hover over it, you'll notice you get to see the name of the macro.
00:52This is our LetterClosing.
00:54So, when we click it, voila; all done.
00:57One click of a button, we have several lines of text, and blank lines, even some
01:01formatting on that last line of text.
01:04So that's one way to get to our macros.
01:07If we were to hit undo, what do you think would happen? Well, it's actually several
01:11steps here that have been recorded, and played back,
01:14so hitting your Undo button doesn't seem to do anything. It's actually just
01:19turning back on the formatting that we turned off at the end.
01:22Hit it again, there is the Bold, the Italic; hit it again, there is the last
01:26line. A couple more clicks take out the formatting.
01:28A few more clicks take out the blank lines;
01:32another click takes out Sincerely, and so on.
01:34So you can see we actually have to hit Undo many times to get back to
01:38that point where we wanted to play our macro, so each of the steps is a separate command.
01:43Another way to play, or at least find your macros to play them, and do other
01:48things, like edit them, and delete them is to go back to the View tab, and click
01:52the Macros button, which is the same as clicking the dropdown, and choosing View
01:56Macros. There is a keyboard shortcut for that; it's Alt+F8.
02:00So clicking this button opens up the Macros dialog, where you'll see all of the
02:03macros you've recorded to this point. There is our one: LetterClosing.
02:07With it selected, we can then go over to the Run button to run it.
02:11So, if it doesn't appear on your quick access toolbar, maybe it's been removed,
02:15you forgot the keyboard shortcut,
02:17you can go here to run it.
02:18You can also use Microsoft VBA, Visual Basic for Applications. Using Step Into
02:24allows you to going to the various steps in the code of your macro, and that's
02:29one way to make changes. If you're a programmer, you'll like this function.
02:33We can also Edit it, something we'll do in the next lesson, create new macros
02:37from here, even delete macros that we no longer use.
02:41Let's just click Run, and there is our closing, perfect, just where we wanted it.
02:46So that's how we find our macros, and play them back.
02:50In the next lesson, we'll talk about making adjustments or changes to those
02:53macros using the Edit function.
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Editing a macro
00:00Sometimes when you record macros, you realize that maybe you left out a step, or
00:05maybe you'd like to change one of the steps, and in that case, you can consider
00:09going back and editing a macro.
00:11It's very possible. If you know a little bit about Visual Basic for Applications,
00:16you're off to the races.
00:17If you don't, I would recommend re-recording most macros, and editing when
00:22there's a simple change that needs to be made.
00:24I'll show you what I mean as we edit the macro we created a couple lessons ago.
00:29From the View tab here on the ribbon, we'll click the Macros button to view our
00:32macros. There is only one; the one we created.
00:35With it highlighted or selected, we'll click the Edit button.
00:38This actually takes this into VBA, Microsoft Visual Basic for Applications; it's programming.
00:44And as you can see, our macro, which really is just typing some text, and blank
00:48lines, and a little bit of formatting has all of this code involved.
00:52If we take out anything that we shouldn't be taking out, the whole macro
00:56could be messed up.
00:57But if it's simple, like changing Sincerely to Yours truly, we can go in
01:01there, and only affect the text by taking out Sincerely with our Delete key, and we
01:06could type in Yours truly.
01:09Same thing for formatting. Down below, you can see where we chose Bold and
01:13Italics, and then we typed in the text, and then we turned off Bold and Italics.
01:19Well, maybe we don't want the bold part; just the italics.
01:22Well, in that case, we could select the entire line for bolding, press Delete on
01:27the keyboard, press Delete again if we want to close up the space, and then of
01:31course, we don't need to turn off the Bold, so we would select that too, hit our
01:36Delete key, and again, and we'll take out those blank spaces with our Delete key.
01:41So those are some simple changes. All we have to do now is save that
01:45by clicking the Save button, and close up VBA; we'll go to the top right corner to close it up.
01:51Now we're back to our document, and we're going to test it out.
01:54So again, we'll click and drag from the end of the last sentence in the second
01:58paragraph all the way down to CEO, and Delete it.
02:01Now we're going to run the macro insert our letter closing.
02:05We created a button on the quick access toolbar, so we'll click there. Check it
02:09out; we have Yours truly showing up now, no bBld, but we do have the Italics
02:14still there. That worked beautifully.
02:16Now, that was simple editing, and if you're not familiar with VBA, you want to make
02:21sure that it is simple changes that you're going to be making to your macros,
02:25otherwise it might be easier just to re-record them.
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What are building blocks?
00:00We're going to take a look at some more time saving features here in Word 2013.
00:05This time we're going to look at something called building blocks.
00:08There are number of built-in document pieces you have at your disposal to help save time,
00:14and just as using a macro, and recording steps to input content, the building
00:18blocks are there for you to use, and they're very smart as well, as you'll soon find out.
00:23We're going to work with this document called NO Home Recipes2.
00:27The very first page is actually our customer letter, and then we get into some of the recipes.
00:32Now, building blocks can be found on the Insert tab.
00:35When we go to the Insert tab on the ribbon, you're going to notice a number of
00:39different building blocks to choose from, like cover pages, for example.
00:42Headers and footers; even though we can double-click in the header or footer
00:46area of a page, and create our own, there are some building blocks built-in
00:50headers and footers. Page Numbering as well.
00:53Text Boxes are also considered building blocks, and quick parts, something we'll
00:58talk about a little bit later, are kind of custom building blocks.
01:01So let's start with a cover page; we need something at the beginning of this document.
01:05We'll click the Cover Page dropdown, where you're going to see a number of family names.
01:10I say that because when we go to headers, and footers, we're going to see these
01:14same names, for example.
01:16And when we go to create a text box, we'll see these names.
01:19So it's actually a group of building blocks; in this case, we're looking at the
01:23cover pages, and the family name below.
01:25So all we have to do is scroll down until we see one that we like, and select it.
01:30As we scroll a little further down, I kind of like the one called Whisp. Give it
01:35a click, and its inserted right at the beginning of our document. It really didn't
01:39matter where your cursor was; the cover page automatically goes at the
01:43beginning. You can see we have room here for a document title, a subtitle; even the date.
01:48So let's just click in the Date, click the dropdown; this is all part of the
01:52building block to save us time, and we'll choose a date.
01:55Next we'll go to the Document title, type in No Obstacles, and then click in the
02:03Document subtitle area, and we'll just simply type in Home Recipes.
02:09Now, what we see here as far as the coloring, and the formatting of our cover page
02:13is based on the existing theme that we're using.
02:17If we want to change themes, we could do that by going to the Design tab. Click
02:21the Themes dropdown, and as we hover over these themes, you could see there are
02:25changes to our document.
02:26I'm going to go with this one called Organic, and give it a click. Alright, excellent!
02:31How about headers and footers now?
02:33As you can see from page 2 here, and page 3, we don't actually have anything
02:37in the header or footer sections. We're not going to click there, though, to
02:41insert headers and footers; we're going to insert building blocks by going to the Insert tab.
02:45And now we'll go to the Header and Footer section, and click the dropdown, and you
02:49can see a number of different types, including Blank, which is kind of like what
02:52we did by double-clicking in the header or footer section.
02:56, And as we go down look at the names of these; aha!
02:59Looks familiar, doesn't it?
03:00These are the family names we saw when inserting a cover page, so if we want our
03:04headers and footers to match, all we have to do is scroll a little further down
03:09until we see that Whisp option; there it is, and we'll give it a click, and we now
03:13have our first page header.
03:14Notice it's taking the title, No Obstacles, the author, and the date.
03:19And as we scroll down towards the footer -- you can see on the header on the
03:23next page -- nothing showing up there.
03:25So let's close that up. Our document is getting a little bit bigger. We're
03:29building it with building blocks. This time we'll go to the Insert tab, and go
03:34to Footer. Guess what we're looking for? That's right; the name Whisp at the
03:39very bottom of our list, and when we click that, you can see we now have our
03:43first page footer, and it's got the page number going on in there.
03:47So these are all options called building blocks that will keep our document
03:51looking professional, and consistent, so long as we keep the same family name.
03:55Now, with the Design tab selected, we could choose not to have a different first
03:59page, and that way, they are all the same.
04:02You can see the header and footer is just simply blank using this particular option.
04:06Let's go to the Header dropdown, and we'll choose Whisp.
04:12There we have it back;
04:13now instead of having a different first page, they are all going to look the
04:17same, and when we go to our footer, and choose Whisp as well, every page will
04:23have the same thing.
04:24And what you will never see when using building blocks like this is
04:28repeated information.
04:29Information that appears in the header will never appear in the footer, and vice versa,
04:34and that's because we're using the same group, or family name.
04:38Also, the formatting will be consistent throughout your document,
04:41so if you change themes, it's going to change all of your building blocks if you
04:45select the same family name.
04:47Let's close our header and footer by clicking the Close button, and return to our document.
04:51So that's a quick look at building blocks. Another option is something called
04:55quick parts. That's coming up next.
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Creating and saving Quick Parts
00:00We already learned in a previous lesson, how building blocks can save us time
00:04when constructing documents, using standard document parts, like cover pages,
00:09headers, footers, page numbering, text boxes, and so on.
00:12What about those non-standard parts, though, for example.
00:15As we work with this document called NO Home Recipes3, and scroll down to the
00:20bottom of page 1, we have an address block.
00:22Maybe that's something that we pop into a document on a regular basis.
00:26It'd be neat if we could just quickly access that from the ribbon.
00:29We can by creating our own building block called a quick part.
00:33So that's exactly what we're going to do, but first let's go to the Insert tab,
00:37and look at what you already have at your fingertips.
00:39In the Text section, you'll see a Quick Parts dropdown. Give it a click,
00:43and there's AutoText.
00:45Auto Text includes your name; your initials taken from the installation of Microsoft Word.
00:51If you've saved any document properties by going to the File tab, and saving who
00:55the Author is, Categories, Keywords, Publish Dates, etcetera; any of that can be
01:00inserted into your document quickly from here as well.
01:03Also Fields, there is an Organizer; we'll get too momentarily. And down at
01:07the bottom, anything that we have selected can also be saved to our Quick Part Gallery.
01:13Interesting. Let's do that.
01:15We'll click here on the first page, click and drag from the end in No Obstacles Inc.
01:19all the way across to the end of the Web address, including that empty space we see at the end.
01:24Next we're going to go back to that Quick Parts dropdown, and this time select
01:29Save Selection to Quick Part Gallery. That opens up a Create New Building Block
01:34dialogue, and the name is taken directly from the first line of text.
01:38We're going to change the name to Address Block.
01:42Notice it's going directly to the Quick Parts Gallery; perfect.
01:46The Category is General.
01:47If we wanted to, we could have multiple categories; maybe we want to keep all
01:51the No Obstacles stuff together.
01:52Let's click the dropdown, and create our own new Category called No Obstacles,
01:59and press Enter, or click OK.
02:01We could add a Description if we wanted to.
02:04I think I'll just add that: Includes web address at bottom,
02:09in case we want a version of this that does not.
02:12Notice it's going to building blocks, and the Options dropdown shows Insert
02:16content only. That means this could appear anywhere in a document; in the middle
02:20of another paragraph, for example.
02:21If we want it to stand on it's own, click the dropdown; there is a couple of
02:25options. Could be on it's own, in it's own paragraph on the page, or all by
02:29itself on the page.
02:31We definitely want as it's own paragraph, so other content could appear on
02:34the page along with it.
02:36So we'll choose that, and click OK.
02:38Now if we go to the Quick Parts dropdown, you'll notice we have a new Address
02:42Block here at our disposal.
02:44But before we insert it, let's create another one using a different method.
02:48We'll go down to the bottom of page 2, where we have our signature block.
02:52Maybe this is something we use over and over.
02:54We could do a macro, like we did in the previous lesson, or if you prefer, you
02:59could access it from your Quick Parts, or both.
03:01Let's select Thank-you for your Patronage!
03:03all the way down to the end of the O in CEO.
03:06This time use a keyboard shortcut, Alt+F3, and it opens up the Create New Building
03:10Block dialogue again.
03:12The Name; let's call it Signature Block.
03:17The Gallery is not set for us automatically, because we didn't go to the Quick
03:21Parts dropdown, so we need to click the dropdown, and choose Quick Parts from here.
03:25The Category; I think we should pop that into the No Obstacles category, which we
03:29created a moment ago. There it is.
03:32And notice Save in is going to Normal; the normal template.
03:36We actually want that as a Building Block as well.
03:39Insert content only; I don't think so.
03:41It should be on the page with other content, but on it's own.
03:44So we'll choose Insert content in it's own paragraph, and click OK.
03:49So we now have a couple.
03:50All right, so any time we need this information, all we have to do is insert it.
03:55Let's go up to page 1, for example; we'll click and drag across the content for
03:59the address, and hit Delete on the keyboard.
04:01Now we're at the point where we need it.
04:03We go to the Quick Parts dropdown, the Insert tab selected, click it once, and
04:08it's there, just like that.
04:10So you can see how that could save you time by creating your own quick parts, and
04:14have quick and easy access to them from here.
04:16If you need to remove a building block from your Quick Parts Gallery, or maybe
04:20change one of the properties, you can go to the Quick Parts dropdown, and access
04:24the Building Blocks Organizer.
04:26Here you have access to all of your building blocks; not just quick parts. So you
04:30can see, up at the top, the AutoText options.
04:33There are cover pages here as well that you can select, and if you wanted to
04:37edit their properties; maybe add one to the No Obstacles, if you wanted to.
04:41Let's just scroll down until we get to the gallery called Quick Parts, and you'll
04:45notice there's a couple of entries there.
04:48There they are: a Signature Block, and an Address Block.
04:52So again, we can select these to delete them if we no longer need them, or go
04:56into Edit Properties, where we can change any of the properties we set up when
05:01we first created it.
05:02We don't need to, so I'll click Cancel, and close this up.
05:05So just like building blocks that are built into Microsoft Word, you can create
05:08your own, call them quick parts,
05:10put them in the Quick Parts Gallery, and you'll always have quick and easy access
05:13to them from the Insert tab on the ribbon.
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11. Proofing Your Documents
Checking spelling and grammar
00:00Nothing turns a professional document into something very unprofessional faster
00:05than poor spelling and grammar,
00:07so we're going to look at the spell and grammar checking functionality built
00:12in to Microsoft Word 2013. It's a little bit different from previous versions.
00:16So we're going to work with this document called No Obstacles Bio1.
00:20Next, we'll go to the Review tab, and from here you'll notice a Spelling &
00:24Grammar option in the Proofing section. F7 is the keyboard shortcut.
00:29But before we even go there, you do notice, probably, some items are underlined
00:34with a squiggly red line; some with a blue light. Anything in red is something
00:39recognized as a spelling error, which could just simply be a word not recognized
00:44in the dictionary, not necessarily spelled incorrectly.
00:47Anything underlined in blue is a grammar error.
00:49So, we can go through those one by one on our own fixing them, or we can let
00:53Word take care of it for us by clicking Spelling & Grammar. That's what we're going to do.
00:58Right away, it jumps into action we have a new pane showing up down the
01:01right-hand side. It'll jump from spelling to grammar, depending on the error that
01:05it comes across first.
01:07In this case, a spelling error: the Word support, with three P's.
01:10Obviously, it should be with two P's. That is the only option that appears in this little box,
01:16so all we need to do is click Change.
01:19It automatically goes right to the next error, and as we look at our
01:22document here, a little bit further down it's highlighted; everything looks fine to me here.
01:28Notice, it's trying to capitalize customers.
01:31On occasion, you'll need to go in and make your own fix. In this case, it's looking
01:35for a capital C, because somebody pressed Enter at the end of this line.
01:39So we click in the document, and hit the Delete key to remove it. Look at that: the
01:43blue line disappears, it should be a lowercase c in customers, and now we click Resume.
01:49Now we come down to the word good: breeds more doing good. It should be the word
01:54well, if we wanted to come across sounding professional.
01:57So we'll click Change. Again, another grammar error.
02:01Notice that just below, we have the ability to listen to an explanation, and we
02:07can read a little bit of information about the error as well. That can help
02:11us decide if we need to ignore it, or change it, and in this case, we should change it.
02:17Here we have shea butter; it should be capitalized.
02:20It's the one that's highlighted at the top of this list. All we need is Change.
02:24A little further down, looks like just some extra space that shouldn't be there.
02:29So we see the option is our, right next to the quotes; perfect. We can click
02:33Change. We don't have to fix it ourselves. Same thing for the historical, and
02:38clover, and talent building, and you can see all these extra spaces; clicking
02:43Change gets rid of them quickly.
02:45Here's an instance where we see what should be a typo, but it's an actual word
02:49that appears in the dictionary.
02:50So it's actually underlined in blue, because we're using the wrong word in this
02:55case; the wrong version of the word reign.
02:57Word did a good job in finding that. We can choose Change to fix it up.
03:02Then we get into grammar errors, where we see commas, and then Word is expecting
03:07to see the word and CEO.
03:09So we can choose to Ignore those, or Change them up.
03:13I'm going to choose Change for each one of those, and each one of these titles
03:18will have the word and.
03:19Now we get into a sentence here where we see few words together of, bamboo
03:24that actually creates. Two options are take out that comma, bamboo that, or
03:30keep it, and change it to the word which. I like that one better. I'm going to click Change.
03:35Instantly spelled incorrectly; there is the correct spelling. I'll click Change.
03:41Now it starts to go through some of the text boxes in your document.
03:45Now, at any time, we can close this up, save our changes, and run it again. Just
03:49click the Save button, and anything that's been changed so far is saved.
03:54But as you can see, Word does a better job, and a faster job at finding your
03:58spelling and grammar errors, and fixing them up, with explanations now, and a
04:03single pane down the right-hand side that jumps from spelling to grammar errors
04:07to help you work more efficiently.
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Setting proofing and autocorrect options
00:00In the previous lesson, we learned how the spell and grammar checking
00:03functionality can help correct mistakes throughout a document very quickly and easily.
00:08There are also some mistakes that can get corrected on the fly, known as AutoCorrect.
00:13We're going to take a look at that, and the options you can turn on and off when
00:17working with AutoCorrect, and other proofing options as well.
00:21We'll just use a new blank document here, and start typing.
00:24I would like you to type your name, your first name, with a lowercase for the first letter.
00:28You can see I'm typing in david. As soon as you hit the Spacebar, look what
00:33happens; that first word is capitalized. Word knows it's either the beginning
00:37of a sentence, or a proper name, and if we hover over that change, you'll see a
00:41little lightning bolt as you move down. That gives you access to AutoCorrect options.
00:47So if we click it, we can undo that capitalization if we really didn't need it.
00:51We could choose to stop automatically capitalizing first letters of sentences
00:55from here, or go to the dialog for the AutoCorrect Options from here as well.
01:01Let's, instead, continue typing.
01:02I'm going to type in my last name, CEO, I'm going to press Enter. This is a
01:12discussion about -- I'm going to misspell about -- things. And then, as you notice,
01:19that red squiggly line appearing, showing us that there is some type of error.
01:24We again have some options by going to that word, and right-clicking. You can
01:28see some choices here for what could be the correct spelling; there is about. We
01:33could ignore it; even add it to the dictionary. Let's just fix it from here, and
01:37we knew that because of that red squiggly line; another option that we have control over.
01:43So let's do that. Let's go to the File tab, and take a look at those options by
01:47clicking Options down at the bottom, and then selecting Proofing. It's from here
01:51where we can access the AutoCorrect Options; that little lightning bolt that
01:55appears when things get fixed for us. Let's start there, and once that opens up,
02:00you'll have the ability to turn things on and off.
02:02For example, show that AutoCorrect Options button; that little lightning bolt
02:06that appears. Do we want that?
02:08I think we do; we'll leave it turned on.
02:11Sometimes you accidentally hold the Shift key too long, and you get two capitals.
02:15Well, it's going to fix those as well.
02:17I know people who've been typing away thinking, I need to go back and fix a couple
02:21of errors I made, and they're not there; that's because of AutoCorrect.
02:24Capitalizing first letter of sentences; if that drives you crazy,
02:27go ahead and deselect it. Quite often if you're using abbreviations with periods,
02:31the next word is automatically capitalized. You can turn that off from here. If
02:36it doesn't bother you, go ahead and turn it back on.
02:39Same thing for table cells. Names of days are automatically capitalized.
02:43If you forget to turn the caps lock key off, and you get the reverse of what you
02:46mean to get, there is a fix for that as well.
02:50Even a little further down, you'll notice a number of things that can be typed in
02:54that will be replaced with the correct spelling, or symbol. Scroll down, for
03:00example, to the word article spelled this way;
03:03as soon as you do that, it's automatically going to spell it the right way.
03:06And what's really cool is you can add to this list.
03:09All you need to do is click in the Replace field, type in something, and what it
03:13should be replaced with.
03:15If you keep making the same mistake, maybe I always type my name this way, Daivd,
03:20and I know it should be David, I can add it, click Add, it's added alphabetically
03:27to my list of AutoCorrect's. That's a nice little feature right there.
03:32So you can see that's where we have access to all of our AutoCorrect options,
03:35including adjustments that we can make. We'll click OK, and continue with the
03:40other proofing options.
03:42First of all, ignore words in uppercase.
03:44If it's all uppercase, by default, our proofing tools will ignore those words.
03:49They are probably part of titles, and should be uppercase; whatever.
03:53The same rules do not apply to uppercase words.
03:56Same thing for words with numbers; they can be ignored, or if you don't think
03:59there should be any words with numbers, deselect that checkbox, and they'll come
04:03across as errors as well.
04:04So go through some of these options, and find things that might be bothering
04:08you; turn them on or off, such as check spelling as you type, and mark grammar
04:13errors as you type.
04:14That's the red and blue squiggly lines.
04:16If you don't like seeing those in your document, they can be turned off.
04:20If you prefer to see them, so you can fix things on the fly, leave them checked
04:24off. Just click OK when you've made your changes, and that's a quick look at the
04:28proofing options here in Word 2013.
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Using the thesaurus, research, and translation tools
00:00Aside from checking your spelling and grammar, Word provides some additional
00:04proofing and research tools we're going to take a look at now, using this
00:08document called No Obstacles Bio2.
00:10All right, let's start by going to the Review tab, and you'll notice at the
00:14beginning, in the Proofing section, there is a Define button, which is
00:17actually access to a dictionary. Just want to look up words? You can do that.
00:21Keyboard shortcut Ctrl+F7.
00:23Looking for another word, a synonym; go to the built-in Thesaurus for that: Shift+F7.
00:29You can also get a Word Count for your document;
00:31you can Translate words, phrases, paragraphs, even entire documents,
00:36and we're going to take a look at these now, starting with this word: attempt.
00:41Just click anywhere in the word attempt in the first line of the first paragraph.
00:44Now, if we wanted to look up the meaning of this word, to make sure we're getting
00:48it right in it's context, we could go to the Define button, and give it a click, we
00:53could use Ctrl+F7, or you can right-click, and you'll see Define on the pop-up
00:58menu. Let's give that a click, and it opens up a dictionary on the right-hand
01:02side. This is your task pane.
01:04Now, at the very first moment you run this,
01:07if you haven't done it already, you'll be prompted to select a dictionary to
01:12download. You'll see several different dictionaries with prices, most of them
01:16free; download, and then at that point, going forward, you'll see what I see, which
01:20is the actual definition for the word that you had selected, or had right-clicked in.
01:25So I read through the definition; realize I might not have the right word here,
01:28so I'll close up the task pane by clicking the Close button.
01:32My word is now selected or highlighted, which means I can go to synonyms now by
01:37clicking Thesaurus. That'll open up my task pane, and I'll see the word attempt
01:42right here at the top, and down below, I'm going to see a number of synonyms.
01:46If I want to see synonyms for those synonyms, all I have to do is click them, like
01:51try; when I click it, I see a number of synonyms for the word try.
01:55As we scroll down the list, too, you'll notice sometimes it's more than just a
01:59single word. And I think what we need to do is go back. Clicking the Back button
02:04takes us back to the word attempt, and select the word endeavor to be the
02:09replacement for attempt.
02:11So we don't just click the word; we click the dropdown next to it, and choose
02:15Insert, and we've just changed it to a better word for this particular paragraph.
02:19Another option is just to right-click words, and go down to Synonyms. You can
02:23bypass the task pane altogether, and just simply click the word that you want
02:28in there, and it's automatically going to replace the word that you right-clicked on.
02:32I think we're okay with endeavor,
02:34so we'll just click in the background here to deselect, and close up any menus.
02:38So that's the Define and Thesaurus tools. How about translating?
02:42If we want to translate, we have to choose a language we're going to translate
02:46to, and that's going to be our first step when we go up to the Translate
02:50dropdown here, where we can translate an entire document, translate selected
02:55text, and there's also something called the Mini Translator, where we can pause on
02:59words, or selected paragraphs, and see a quick translation pop up.
03:04Before we do that, though, we can choose our language. You can see I have already
03:08done so; I'm translating from English, the US version, to French, from France, but
03:14when we click Choose Translation Language, we can do it for our mini translator, as
03:17well as for our document translation.
03:21Quite a list of languages to choose from as well. I'm going with French, because
03:25I live in a bilingual country; Canada.
03:28So with my selection already in there, all I have to do now is start looking up
03:32words, or phrases; even entire documents can be translated.
03:37I'm going to click and drag from, Our mission is, to the end of that sentence, and
03:43I'm going to go up to Translate, and choose Translate Selected Text.
03:48This is going to open up a new pane, the Research pane, and you can see what's
03:52happening here. I can change languages on the fly if I wanted to, but French is
03:56already there, because I've selected it ahead of time.
03:59A little further down, you can see, with the Microsoft Translator, what the
04:03end result is for that particular sentence.
04:05If I wanted to, I could even insert it into my document, or just copy it, and maybe
04:10paste it into another document.
04:12When we're done, we just simply close it up.
04:15We'll close up our Thesaurus as well, and that's a quick look at some of the other
04:20proofing and research tools you have at your disposal here in Word 2013.
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12. Reviewing Documents with Others
Inserting and reviewing comments
00:00When you need to collaborate on a document with one or more people, one option
00:05is to send them copies, and have them add their comments, as opposed to actually
00:09making changes to the document.
00:11In that way, you can read the comments, and decide what to do as the owner of the document.
00:16Here's one that does have a comment, at least one comment, called No Obstacles
00:20Recipes Collaboration1.
00:21Whenever comments are added to a document, a new pane shows up on the
00:26right-hand side: the reviewing pane.
00:28When we go to the Review tab, you'll notice that we have a Comments section
00:32here for adding New Comments. We also have buttons for going from one comment to another.
00:37This is a handy way to avoid having to search manually through the document for any comments.
00:42So let's click the Next button here to take us to the next comment, which is
00:47really the first comment here on page 3 of 14.
00:50When someone inserts a comment, you not only see in the document what the
00:55comment is related to by the shading, but as you hover over that, you can see the
00:59exact date and time that they added the comment, and over to the right in the
01:03reviewing pane is where you can review that comment.
01:06Now, as you hover in this area as well, things start to happen.
01:09First of all, you'll see a contact card show up, and at this time, I can see
01:14Karen's presence is unknown.
01:16If she were online, I would have some options for phoning, for contacting
01:20via e-mail, etcetera.
01:22Also, you'll notice this little icon off to the right-hand side. If I want to
01:26reply to this comment, clicking it allows me to add my own comments.
01:30So if I want to send this back, such as, can you be more specific?
01:38Now she'll be able to see her own comment, with mine following up and
01:42indented down below.
01:43All right, let's go to the Next button to see if there are any more comments, and
01:47clicking Next displays nothing.
01:48So it's just this one comment in the document.
01:51Of course, if we want to add our own comments, if we do plan on sending this, we
01:55can insert a comment by clicking the New Comment button, maybe here at the
02:00beginning of this letter. I can click the New Comment button. I see my own name
02:04now. When have I entered the comment? Just a few seconds ago. And because I
02:08didn't select text, it just took the first word next to my cursor.
02:11All right, so let's type in something like, Karen, can you review this letter
02:20for accuracy? And that's how we enter a comment.
02:25Now, when we save our documents, we'll be saving the comments with them. That means
02:29the person who receives our document will open it up, and have the same buttons
02:33at their disposal for going from one comment to the next. They'll be able to see
02:37comments that were inserted, as well as replies to their original comments.
02:42So comments can be very useful when you want to collaborate on a document with
02:46someone else, but not have them actually make changes to the document; rather,
02:50suggest changes, and using comments is a great way.
02:53Once you're done with those comments, they can be deleted.
02:56Clicking inside a comment, and clicking the Delete button will delete it. Click
03:00the Delete dropdown to see options like Delete All Comments in the Document.
03:05That removes all of the comments, when you have your final product; notice the
03:09reviewing pane disappears, indicating there are no more comments. We can save our
03:13changes, and we have our final copy.
03:16So think about collaborating with others.
03:18If you don't need them working on the document itself, why not suggest
03:21adding comments?
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Tracking changes and showing markup
00:00Another way to collaborate on a document with other people is to allow them to
00:04make the changes in your document.
00:07If you do that, you probably want to turn our feature called track changes.
00:11And in fact, if you want to ensure that they are being tracked, you can even
00:15lock the track changes feature. That's what we're going to look at now as we work
00:20with this document called No Obstacles Recipes Collaboration2.
00:23So before we start making changes to this, we can track those changes by going
00:27to the Review tab, and turning on Track Changes.
00:30Now, just clicking the button at the top, or using Ctrl+Shift+E, is going to turn it on.
00:35If you want to turn it on, and ensure that it can't be turned off, click the
00:39dropdown. You'll see another option, which is Lock Tracking, and in this case,
00:43people will need a password to turn it off.
00:45So if you don't share the password, Track Changes will always be on.
00:49It's a great way to ensure that you're getting all of the changes made in a
00:53document, at lease if they're visible.
00:54So we're going to turn Track Changes on. Let's just choose Track Changes.
00:58It stays highlighted here on the ribbon, and then what are we going to see in
01:02the document as we make changes?
01:04Let's say we take text out, or add new text; are we going to see that? What about formatting?
01:09Well, we have some options here in the tracking section.
01:11First of all, if we click the dropdown where it says All Markup, we get to
01:15choose how we're going to view markup;
01:17that is the changes we make.
01:20Well, Simple Markup is a cool feature that doesn't clutter your document; it
01:24just shows you in the left margin that a change has been made, and you can view it or not.
01:29All Markup, which is the default, you're going to see everything right in your
01:32document, and sometimes it can get a little confusing and cluttered when
01:36looking at All Markup.
01:37Another option is to not show any of the markup at all, or just show the Original
01:41document. Let's try Simple Markup to begin.
01:45So with that selected, Show Markup down below when we click the dropdown shows
01:49us what type of things will be turned on and visible: Comments, Ink, Insertions
01:54and Deletions, any Formatting we do, Balloons. When we move down to that, only
01:58comments and formatting will appear in balloons. We could have all revisions
02:03inline, right in the text, or in balloons as well. Or we could choose to see
02:07changes and markup from specific people. If we have multiple people logged in and
02:13using this document, we could choose whose markup we want to view. All Reviewers
02:18means when we get all copies back; we'll see all of the revisions color coded.
02:23You'll see what I mean momentarily.
02:25Also, the Reviewing Pane is something that will pop up automatically.
02:29Do you want it vertically or horizontally across the page?
02:32By default, it is a vertical pane on the right hand side.
02:36So let's see what happens when we start making changes here.
02:39So Track Changes is turned on. We've decided to go with Simple Markup. Let's just
02:42scroll down here to the bottom of the page, and we'll select this, and we'll
02:47change the formatting.
02:49So the Web address; let's change the color.
02:51First of all, we'll go to the Home tab, and change the color to blue, already
02:57something is happening in the left margin, and we'll underline it.
03:01In the left-hand margin, we don't actually see what was changed here. We see
03:05the end result, yes, but we don't see the original format, and over here on the
03:10left-hand side the only thing we're seeing is that changes are being tracked
03:13with this simple markup. We can click it to see what should appear when we use
03:18All Markup, and that is balloons over here, showing us that some changes were
03:23made a few seconds ago.
03:24All right, let's go back to the Review tab.
03:27With Simple Markup, we can show and hide just by clicking this little marker
03:31in the left margin,
03:32but when we change it back to All Markup, notice that we're seeing exactly
03:36what we saw when we used Simple Markup, and expanded our little marker in the left margin.
03:42All right, so there we go; we've made some changes.
03:44Let's go down here take out Dear, so I'll double-click, hit the Delete key; you
03:49can see what happens. We still see it there in cross out, and we're going to type
03:54in some text, To our valued, delete the capital C, put in a lowercase c, move over
04:01to the end, and type customers. There we go.
04:04So as you can see, after a while it can get a little bit cluttered and confused
04:08on the page, so you may want to choose certain things that will show up, certain
04:13markup; others you may not want showing up, or you may just decide to go with the
04:18Simple Markup. I like that too.
04:20All right, so this is something that we would send back to the author, for example.
04:24When you are the author, and you receive documents that have changes -- let's take
04:27a look at one. Here's one called No Obstacles Recipes Collaboration2b, and you
04:33can see this one has some changes already made in it by this person named Karen Leslie.
04:37So over here in the left margin, I see those markers. I can see a change to the
04:42title here, and as I hover over this on the right-hand side, I see it's Karen
04:46Leslie, 18 minutes ago; change it to a Title style, Left, and if I click inside it
04:52anywhere, that stays open on the right-hand side in the reviewing pane.
04:56Now, as the author, I get to choose whether or not I want to accept or reject this change.
05:01So I'll go to the Review tab, Track Changes is turned on, and in the Changes
05:05section now, I can choose if I'm going to accept it, or reject it. Clicking the
05:09dropdown, I have some other options as well.
05:11The default, by clicking this button, will accept the change, and move on to the
05:15next change in the document. I can select it from here as well, or just to accept
05:20this change, and allow me to review the document move through it at my own pace.
05:24I can accept all changes if I trust this person; accept all changes, and
05:28even turn tracking off.
05:30So I'm going to just simply click the button at the top to accept it, and move on to the next.
05:36Now you can see it's actually here on page 3, and they've made the change that I
05:40was thinking would be a good change. I'm going to accept that one too.
05:43If I want to reject, I can click the dropdown to reject and move to next, reject
05:48the change, all changes, etcetera, just like we saw for accepting.
05:51So I should probably accept, since it was my idea
05:54anyway. It moves on to the next word here, customers; I'll Accept that too, as
05:58well as the lowercase c, and the s on the end.
06:03Now when I click Accept, it moves on to the next, which is some formatting. I see
06:07the end result here, it's highlighted, and in balloons over here on the right-hand
06:11side in the reviewing pane, I see what was done to this text.
06:15So if I click in the first one, which is Font:
06:17Bold, Italic, just click in that one all by itself,
06:21you can see they're both separate changes, and I can accept or reject one or the
06:26other. I'm going to Accept one, and Reject the other one.
06:30You can see what happens; there aren't any more comments, or tracked changes in my document.
06:34I'll click OK, and I'm done. The reviewing pane disappears, and I've either
06:39accepted or rejected every single change that was made to this document
06:43with tracking turned on.
06:44So it's a great way for the owner of a document to get collaboration on a
06:49document, but have the final word over what that document will look like by
06:53accepting or rejecting changes that have been tracked.
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Comparing and combining documents
00:00We already know how useful tracking changes can be when collaborating on
00:04documents with others.
00:06It allows us to see the changes, choose to accept or reject those changes, but
00:10what happens if someone takes a copy of your document, and does not remember to
00:15turn on Track Changes, and they give you back their version of the document.
00:19Well, comparing the two documents could mean printing them out, highlighting
00:24areas, going into the original, making the adjustments, and so on. It could be
00:28very time-consuming.
00:29But the good news is there's a very powerful feature built right into Word that
00:33will compare documents for you.
00:35Not only that, if you choose to combine the two documents, you can have that
00:39done by Microsoft Word as well.
00:41We're going to look at both features; very powerful, yet rarely used.
00:45So we're going to start with a document called NO Recipes Original.
00:49Let's say our scenario is we have this document that we sent out to a couple of
00:53people for their review.
00:55They didn't turn on Track Changes, and now we need to compare those two documents.
01:00To do that, we go back to the Review tab, and click Compare.
01:04There are two options here: Compare two versions of a document, called legal
01:08blackline, or Combine revisions, could be from two or more authors, into a single document.
01:14We're going to start with Compare.
01:16So we choose our original by clicking the dropdown, there it is, NO Recipes Original.
01:21The revised document came from this person with the initials KL, so when we click
01:26that, we can see it's Karen Leslie actually;
01:28that's displayed automatically, because she was logged into her Microsoft account
01:32when she made those changes.
01:34And now all we have to do is click OK.
01:37So what happens next is Word looks at the two documents, starts analyzing it for
01:41changes, and list them here in the revisions pane.
01:45Now, if you think it's getting a little crowded, you might want to close the
01:48Navigation pane; it gives us a little more space.
01:51Here we can see the Compared Document.
01:52This is the combination of these two documents which are displayed in tiles off to the right.
01:58So there's the original, there's the KL version, and we can scroll through each
02:03of those, if we wanted to.
02:04Notice as we scroll, we're scrolling through all three panes at the same time.
02:09So we can see the changes, but we can also see them listed over here on the left.
02:14You can see where Karen made some formatting changes, and if we want to, we can
02:19click those to go directly to those spots right in the document itself.
02:23Changed Thanks to Thank-you, for example.
02:26So the neat thing is we have the ability to review all of these, and we can even
02:31use our Accept and Reject buttons to accept or reject those changes, just like
02:35we would if Track Changes had been turned on.
02:39So it's a very cool feature; very powerful here in Microsoft Word.
02:43Eventually what we might do is simply save this compared document after we've
02:47accepted or rejected changes, and that would be our final.
02:50Alright. Let's just close it up though.
02:52Click the Close button for the Compared Document. We'll even close the revisions
02:57pane, and we'll go up to the File tab now, and click Close to close up any
03:03documents we might have opened.
03:04This is the Compare Result 1; no need to save it at this point.
03:08We're back to our original.
03:10Now, the other option is to combine documents, and in most cases, this is very
03:14useful when there are two or more reviewers who have made changes to documents.
03:19So at the same time as comparing them, we can combine them into one. So let's do that.
03:24Let's go back to our Review tab here, click Compare, and select Combine.
03:28Now, again, we're going to choose two documents; the original, and the revised, and
03:33then from there, we can use the revised document, and a second revised document by
03:36repeating this process for every one of the reviewers.
03:40So we'll click the dropdown for the original, click the dropdown for the
03:45edited version, or revised. There it is from Karen Leslie, and when we click OK,
03:50similar to comparing the documents,
03:52we're now going to see some of the changes that were made over here on
03:56the right-hand side.
03:57What's being created in front of us is a brand new document, which is a
04:01combination of the original and the changed document.
04:05So as we scroll through this, we see those changes.
04:08If you prefer, you can use Previous and Next to go from one, to the next, to the
04:12next, just as if Track Changes have been turned on.
04:17And again, we can choose to accept or reject those changes.
04:20If we click the dropdown to accept all changes, we now have a newly revised
04:26document, Document4, that we could save, and then combine with another
04:31document that had revisions.
04:33And in the end, what we end up with is a combined document from two or more reviewers.
04:39These are two very powerful features you should try out any time you run into
04:43that scenario where you have multiple versions of a document, and tracked
04:46changes were not used.
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13. Sharing Documents with Others
Getting documents ready for sharing
00:00If you're going to be sharing your document with others, you may or may not be
00:04aware that additional information is stored with your documents, outside of what
00:08you see on the printed page.
00:09Personal information might exist, XML Data, also headers and footers might
00:14contain information you don't want to share.
00:16Well, instead of going through our document page by page looking for that
00:20information, we can let Word do it for us,
00:23and that's exactly what we're going to do here, using our No Obstacles
00:26Bio Final1 document.
00:28First step is to go up to the File tab.
00:31From here, let's just take a look over in the right-hand side. You'll notice that
00:35there is information about our document.
00:37This is called metadata; it's stored with the document, and some of it is personal,
00:41like the Author, and who last modified it.
00:44Well, if we don't want to share that information, we have a way to inspect our
00:48document for such information, and have it removed.
00:51Let's go over here to the left-hand side, and look at the Inspect Document
00:55section here, where we can look through our document Properties, Headers,
00:59Footers, Content that people with disabilities are unable to read, so check for accessibility.
01:04We access all of those options from the Check for Issues button.
01:08We'll give it a click, and you can see there are three options here.
01:11Inspect Document, where we're going to look for those hidden properties and
01:14personal information.
01:15There is Accessibility, as well as checking for Compatibility if you plan on
01:19sharing your documents with people who have older versions of Microsoft Word.
01:23Let's begin with Inspect Document.
01:25Now, by default, all of these options will be checked off; looking through
01:30comments, revisions, and annotations; if there are any, they can be removed.
01:34Document properties, and personal information; there it is.
01:37How about XML data; whenever you use placeholders, you're generating XML data
01:42you may not even be aware of.
01:44Headers, footers, and watermarks, invisible content, and hidden text, which you
01:49can't even see in your document, might exist.
01:51Word will find it, and if you want to remove it, you'll have that option.
01:55So let's click Inspect.
01:58So it goes through our 8 pages, looking for each of those sections, and as you can
02:02see at the very top, we're okay as far as it goes with Comments, Revisions,
02:06Versions, and Annotations; there aren't any.
02:08But we do have an issue down below with Document Properties and
02:11Personal Information.
02:13Now we do have the ability right off the bat here to click Remove All, and remove
02:17all of that information.
02:18Go ahead and click it, and now we see a checkmark; we're good to go.
02:22Everything else looks okay, until we get to Headers, Footers, and Watermarks.
02:26Now clicking the Remove All button next to Headers, Footers. and Watermarks will
02:30actually remove your headers, footers, and watermarks,
02:33when there might only be a little piece of information inside one of those areas
02:37that you need to remove.
02:39So be careful with that one.
02:41In fact, we might just want to close this up, and edit the header, footer, or
02:45watermark ourselves.
02:46So we'll click Close.
02:47Notice right away that the related people section, personal information, the
02:51author, who modified it last, that information is gone; perfect.
02:55We'll click our Back button to go back to the document,
02:58and as we scroll down, looks like the header is okay, but the footer does have
03:02the name of our author down there, so that still exists in our footer.
03:06Let's just double-click down there to get inside, click once on the word
03:09Samara, you can see it's field, and actually what we want to do is double-click, and delete.
03:14Good; it's gone.
03:16As we scroll further down, no other issues with our headers, footers; there
03:19aren't any watermarks, so we can close this up.
03:23And we'll want to save our changes. If we don't, we'll be prompted to the
03:26next time we re-inspect.
03:28So let's go to File tab.
03:30You can click Save, or just go to Check for issues, and try Inspect Document.
03:34There is that prompt for us to save our changes. You can click Yes, and there's
03:39our checkboxes again. We can re-inspect by clicking the Inspect button. Go
03:43through this process again.
03:45All we're going to see now is the Headers, Footers, and Watermarks.
03:48They do exist, but we know they're cool, and ready to go, so we can close this up,
03:53knowing we're ready to share our document.
03:55Now what about accessibility? Will people with reading disabilities be able to
03:59gather information from our document?
04:01Let's go back to the File tab. This time when we click Check for issues,
04:05we'll click Check Accessibility.
04:08This opens up a pane on the right-hand side, and you can see a number of errors.
04:12Quite often, with images, you want to have alternate text, and we don't have that
04:16for a number of pictures.
04:18As we click these, you'll see the solution down below.
04:21First of all, you'll see why you should fix it, and you'll see how to fix it.
04:25Now, each of these does have to be fixed manually yourself.
04:29So every time you click something, you'll see it's actually highlighted or
04:32selected in the document; you can make the fix on the fly.
04:36But let's just close up the accessibility checker, knowing how it works now.
04:41We'll go back to the File tab, down to Check for Issues, and this time
04:47Check Compatibility.
04:49Now, when we do this, we're going to see a number of issues summarized here under
04:54Select versions to show.
04:56I want you to see that when you click the dropdown that all versions of Word are selected.
05:01If you know you are going to be sharing with people using Word 2010 or higher,
05:05you can deselect Word 2007, and Word 97-2003; notice the issues disappear.
05:11But if you know you might be sharing with people using Word 2007, those issues re-appear.
05:17Shapes and textboxes will be converted to effects available in this format.
05:21So you just are simply made aware that certain graphics might look a little bit
05:25different to those using older versions of Microsoft Word. So we'll click OK.
05:31That's a quick look at preparing to share your documents with others.
05:35Once you've gone through all of the issues, fixed up your document, and resaved
05:39it, it's time to share.
05:40We'll talk about that next.
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Saving documents to SkyDrive
00:00One of the newer and more popular methods for sharing documents with others
00:04is to use SkyDrive;
00:06that is, to put your document up in the cloud.
00:09Word 2013 is definitely pushing users in that direction.
00:13SkyDrive is the new default for saving and opening files.
00:16So let's use this document, No Obstacles Bio Final2, to save it to SkyDrive,
00:21and share with others.
00:22When we go up to the File tab, we could go directly to Save As, and save it to our SkyDrive.
00:28If you're logged in, and see your name in the top right corner, you'll also
00:31see that name next to SkyDrive here under Save As, if you've set up your SkyDrive account.
00:37And if you select that, you can then choose the folder you want to go to, and save it.
00:41But there's an easier way, if you plan on sharing.
00:44So let's click Cancel, and go to Share instead, from the left-hand pane.
00:49Right here at the top, the default is Invite People, which means of saving to
00:54SkyDrive, that's step one, and then sharing with people afterwards.
00:58So let's click Save to Cloud here. We see the same Save As window, but
01:03automatically Word is going to take us to the next step when we're done.
01:07So we'll click Browse, and just like working in any other folder, we're now in the cloud,
01:11we have access to our default folders for Documents, Pictures; Public is
01:15automatically a folder that will be shared with everyone.
01:19If we don't want to share with everyone, we can go to Documents, double-click, we
01:23can create a New Folder, let's call it No Obstacles, and hit Enter.
01:30Now we can open that one by clicking Open. We can keep the same name, No
01:34Obstacles Bio Final2, and when we click Save, it's actually saved to the cloud;
01:39that means we can access it from anywhere, using any device that's connected.
01:44But notice we're taken to step two here automatically.
01:47Inviting people could be as simple as typing in their names or e-mail addresses
01:51if they are part of your contact list. Any names you type here will have e-mail
01:55addresses stored with them.
01:56Or you could just type in an e-mail address here if you wanted to.
01:59I'm going to share with this guy, drivers@lynda.com, for example.
02:04And when I hit the Tab key, I can include a personal message now. I can add
02:08additional names directly from my contacts if I wanted to; just simply type in
02:13additional e-mail addresses.
02:15We could also require users to sign in before accessing the document.
02:18When we're ready to share, we click Share.
02:21But before we do that, there's a couple other ways to share that, and that is
02:24to send out a link.
02:26Click Get a Sharing Link, and we have two options here.
02:29If we want to share this with people, so they can view it, we can create a link
02:32to view the document; it becomes read-only to them.
02:36If we want to let them edit the document, we can create a link, and there's the
02:40link that we would send off to people. When they click that link, they would
02:44actually go to the document itself, and be able to open it up, and edit it. So it's
02:48just a matter of clicking, copying, and pasting into an e-mail.
02:53So those are a couple of different options. I'm going to go back to Invite People,
02:57and go back to drivers@lynda.com; you can type in whoever you'd like.
03:02If there's a message you would like to type, go ahead and type it in, and then click Share.
03:09So an e-mail is going out to the people we've invited here in the e-mail address field.
03:15Down below, we can now see who it's shared with. I'm the owner, there is the
03:19person who can edit it, and at any time, of course, I could go to this, right-click,
03:24and remove the user, or change their permissions, so that they can only view it.
03:28Of course, you can also go online, using your Web browser, into SkyDrive, and adjust
03:34sharing options from there as well.
03:36When were done, we simply click the back button to leave backstage view, and go
03:40back to our document.
03:41One thing you will notice when you use SkyDrive is the Save icon on the quick
03:45access toolbar has changed.
03:47Notice it has a little refresh icon on top of it.
03:50That's how you know you've stored it somewhere where somebody could be opening
03:54up the document simultaneously while you're working on it, and making changes.
03:58So every time you update by clicking this, you'll be updating your changes. Every
04:03time they use the Save button, they'll be updating their changes, and you'll see
04:06them in your document.
04:08So that's going to become a very popular way of sharing documents; using SkyDrive
04:13here in Microsoft Word.
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Sending documents via email
00:00One of the most popular methods for sharing documents has always been to send a copy via e-mail,
00:05and typically that would mean opening up your e-mail application, creating a new
00:09message, clicking the attach button, and browsing for your file, attaching it,
00:14adding a message, and then sending it off.
00:16We can do all of that from within Microsoft Word, and get some additional
00:20options at the same time.
00:22So let's test it out with our No Obstacles Bio Final2 document here.
00:26We'll go to the File tab, and select Share.
00:30From here, the second option is Email, and when we select it, you'll notice a
00:34number of different ways to send a document via e-mail.
00:37The first option is to Send an Attachment.
00:40All that's going to do is launch your default e-mail app; mine is Outlook. It'll
00:44create a new message for you, it'll create the subject, it will attach the file;
00:49all you need to do is add the addresses in any message you want.
00:52Right below that is Send a Link.
00:54Now, this will only work if you are sending off a shared document.
00:58If you've stored it on SkyDrive, or SharePoint, for example, this option
01:02is available to you.
01:03That way you can send them a link to the location of that file, and everyone
01:08will be able to open the same copy at the same time.
01:11So this is similar to what we saw in the previous lesson by using SkyDrive; we
01:15could send out links to people to view or edit the document. This is the same
01:19idea, but from the Email option.
01:21We could also send a copy of our document as a PDF; it's converted, and attached
01:26to our e-mail message, giving us a way of sending a read-only copy via e-mail.
01:31The Microsoft version is XPS; we can do that too.
01:35And the last option is to send off a fax of our document;
01:39another way to send a read-only copy. Now, you don't need a fax machine; all you
01:43need is a fax service provider, and the phone number you're sending it to.
01:47Let's go back to the top, and click Send as Attachment. This will launch your
01:51default e-mail app. I have Outlook open, a new message is created, you see the
01:55subject, you can see I have the document already attached;
01:59all I need to do is enter in the address field who I'm sending it to,
02:04add a message if I wanted to down below, Have a look and give me your feedback,
02:11let's say, I'll just say Thanks, be polite, and send it off. Off it goes.
02:20So that's how we share via e-mail in Microsoft Word.
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Password protecting a document
00:00If you're going to be sharing your documents with other people, and you want to
00:04ensure that only they get access to the file, you can password protect it. Then
00:08you would provide them with the password, they would use it to get in; anyone who
00:12doesn't know the password will not have access to your document.
00:15Let's see how it's done using our No Obstacles Bio Final2 document. We'll click
00:19the File tab, and then go down to Info, if need be, and here you'll see Protect
00:25Document. Clicking this displays a number of different ways to protect your
00:29document. One of them is to encrypt it with a password.
00:32Give it a click, and all we do now is choose a password, type it in, click OK,
00:38and because you can't see what you're typing, you want to make sure you got it
00:42right the first time. Type it in again.
00:44Now when you click OK, you'll notice that the document has been password
00:48protected; it's highlighted here in yellow.
00:51So we'll save our changes, we'll go back to the File tab, and let's close this up.
00:57All right. Next time we go to open it, or if we send it off to someone who
01:01wants to open it up,
01:03they will go to the File tab, Open, select the document, and be prompted for that password.
01:09They need to know it to get in.
01:11So we type it in, we click OK, and we now have full access to the document. And the
01:16key words are full, and access.
01:19We have total control over this document to make changes to it as we see fit.
01:23In fact, we can even go up to the File tab, click Protect Document, go to Encrypt
01:28with Password, and take it out.
01:30So it's no longer password protected; when we click OK, it's been removed.
01:35We can save that, and all of a sudden, this document is no longer
01:38password protected.
01:39So, on occasion, you may choose to restrict editing, and that's a different way of
01:45protecting your document. We'll talk about that next.
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Restricting editing for part or all of a document
00:00Have you ever shared a document with people, and you wanted to restrict the parts
00:04of the document that they should be able to make changes to, and choose parts of
00:09the document that would be read-only?
00:11We can do that by restricting editing.
00:13We're going to do that with our No Obstacles Bio Final2 document here by going
00:17to the File tab. With Info selected, we'll go to Protect Document, click there, and
00:22then choose Restrict Editing.
00:23Now, there are different things we can restrict, like, for example, the selection of
00:28styles that they'll be able to use; we talked about that in the styles chapter.
00:32But here's where we really want to go, and that is to allow a certain type of
00:36editing in the document for various users.
00:38So let's click the checkbox first, and then click the dropdown below it to see
00:42that we could choose to make it so they can track changes, add comments, fill in
00:48forms if we have fields, or make this document read-only, with exceptions.
00:52Let's choose a Read only, and then, down below, the Exceptions can be set for
00:57individual users, or as you can see, Everyone.
01:01Let's add a user. We'll click More users; all you need is an e-mail address, or a
01:05domain for example. I'm going to type in drivers@lynda.com, so if I send it to
01:10this person, they'll be on the list, and now I can set the exceptions for them.
01:14All I need to do select parts of the document that they'll be able to edit.
01:18So I'm going to select the Mission Statement;
01:20just the paragraph. I'll highlight it, and I go over here; click the checkbox next to drivers.
01:26Notice the shading changes color. Click the dropdown, and you can see, I can now
01:31find another region that they can edit,
01:33or show all regions by showing this color coding.
01:36I can also remove their permissions from here.
01:38So if I wanted to, I could select another paragraph, go back, click the checkbox,
01:45and now, as I continue to do this, I have the dropdown that allows me to go from
01:49one to the next, or show all the regions.
01:51I can also set it for everyone.
01:53So if I scroll down, for example, to the next page, where we get into the No
01:58Obstacles Clothing here, I'm going to click and drag across this entire bulleted
02:02list, click the checkbox next to Everyone, and click the dropdown; you'll see I
02:07have the same choices.
02:08Now everyone has full access to that, and this guy here has access to this,
02:14because he's part of everyone, and those other areas up at the top.
02:18So clicking the dropdown allows me to go to regions that can be edited by that
02:23person. Just a quick way to move through.
02:25Once we've made our selections for restricted editing, and are exceptions,
02:30it's time to enforce it.
02:32All we have to do is click Yes, Start Enforcing Protection down at the bottom.
02:36If we want, we can use a Password, or we can use User Authentication.
02:41Now, if we do this second option, authenticated owners can remove document
02:45protection, so it's a little bit dangerous.
02:47Using a password, though, they'll use the password to get in, and only have access
02:52to the section that we allow them to.
02:55Click OK, and our document is ready.
02:58So as you can see up here, this little area, I have a restrict editing button;
03:03find next region that I can edit. It actually takes me down to this area, which
03:07is available to everyone.
03:09Show all regions I can edit; it's still only that.
03:12However, when I send this off to drivers@lynda.com, he'll have a couple extra
03:17sections, because of the optional restrictions that we set for that person.
03:23So that's how we restrict editing in a document for individuals, or everyone,
03:28keeping parts of our document read-only, and allowing access to others.
Collapse this transcript
14. Customizing Word
Changing general settings
00:00As we moved through the various chapters in this title, we've seen Word 2013
00:04behave a certain way in different situations,
00:07and those behaviors can be customized by going to the options, which we're going
00:12to do in this chapter, starting with some general options.
00:16Let's have a new blank document on our screen, and test out a couple of things.
00:19Let's type in My name is, and you can type your name here, David; as soon I hit
00:25space, notice it's trying to complete David Rivers.
00:28I'm the registered user, it knows that, so all I need to do is hit Enter, and it's
00:32automatically completed.
00:34Next let's just click and drag over that text.
00:37When we get to the end, we get the mini toolbar popping up.
00:40That's a certain behavior.
00:42If that annoys you, definitely, you can turn that off.
00:45Where do we access these options?
00:46We go to the File tab, go down to Options, and we'll start with General.
00:52Over here on the right, you can see right at the very top, we have some User
00:56Interface options, like the Mini Toolbar.
00:58It shows up on selection, because it's checked off here. Don't like it?
01:02Prefer to use the ribbon? Deselect the checkbox, and you're ready to go.
01:06Live preview is something we've seen throughout this title.
01:09As we are hovering over certain options, we see what it might look like in our
01:13document in the background, thanks to live preview.
01:16That eats up some of your computer resources, in case you didn't know, and if you
01:21want to reserve some of that memory, you can deselect the checkbox.
01:24You might notice a difference in performance in your computer overall.
01:29Most computers are very powerful these days, and that can be left on.
01:33Also, updating document content while dragging; that's something that happens
01:37automatically, and you get ScreenTips, and you can choose the style.
01:41And in fact, if you don't like ScreenTips at all, they can be turned right off.
01:45Down below is the personalization of your copy of Microsoft Office.
01:49This is taken from the installation; the User Name, and Initials.
01:53It can be changed here, and that's exactly why we saw auto complete try to finish off a name.
01:59So if you want to, you can take out the User Name, and Initials, and never have
02:02that stored with your document, or you can just leave it as is, like I'm going to.
02:07And there's a couple of other options that are kind of interesting, like the last
02:11one here, which is that Start screen.
02:13It shows up the very first time you launch Microsoft Word.
02:17If you don't like it, you prefer to go to a new blank document like the old
02:20days, you can deselect that, and skip by the Start screen altogether.
02:25I'm going to leave it turned on, and I don't mind the Mini Toolbar either, so I'm
02:29going to leave that checked off, and click OK.
02:32So those are just some of the General settings.
02:34Of course, there are many, many more settings that we can access through the
02:37Advanced category, which we'll take a look at next.
Collapse this transcript
Changing advanced settings
00:00Aside from those general options we talked about in the previous lesson,
00:03there are a number of advanced options we can customize here in Microsoft Word as well.
00:08We're going to take a look at some of them now.
00:11We'll continue working with a new blank document here.
00:13I want to show you one thing that's kind of neat.
00:16Just go around the center of your document, about halfway down the page; you'll
00:19notice your mouse pointer changes as we move from the left, to the center, to
00:24the right, and that's because there's something called click and type, which is
00:27a feature that's turned on automatically, allowing you to double-click anywhere
00:31in your document, and start typing.
00:34So even though there's nothing down there, what we've actually done by
00:37double-clicking is we've entered a number of hard returns, and centered all,
00:42just by double-clicking.
00:44If we turn on our show/hide markers, notice all the hard returns, and there's the
00:49centering that takes us to the middle of the page.
00:52We'll turn those off.
00:54So that's just one of the features that maybe you don't like, and would like to turn off.
00:57Let's take a look at those advanced options by clicking the File tab, then going
01:02down to Options, and selecting Advanced down the left-hand side.
01:07So, there are some Editing options that might be of interest to you.
01:11For example, when we select text, and start typing, we replace that selected text.
01:14That's a default.
01:16Most people like it, but you could turn it off if you didn't.
01:19When selecting, clicking and dragging across words, entire words get selected,
01:24which makes it very difficult to select a part of a word.
01:27Let's say you had the word editing, and you wanted it to be edit; you can't just
01:32click and drag over the ing and delete it, because of this feature.
01:36This is one that I don't mind turning off.
01:38Also, you'll see the Use CTRL - Click to follow hyperlink, so when you create
01:43hyperlinks in a document, you can hold down your Ctrl key, and click that link
01:47to actually go to that hyperlink, without having to publish the document on the Web, for example.
01:52A little further down, you're going to see some other options, like Enable click and type.
01:57That's why we were able to double-click in the middle of the page halfway down.
02:00If you don't like that feature, it can be turned off as well.
02:03And AutoComplete suggestions;
02:05for example, when typing my name, it automatically wanted to complete my name
02:10after I typed in my first name.
02:12Well, that's because of this feature, and people don't always like to see those
02:16little things popping up, and prompting them to do things.
02:19That can be turned off by deselecting the checkbox as well.
02:22As you scroll through, you'll see a number of different categories, like
02:25Cut, copy, and paste.
02:27There is an Image Size and Quality section, a Chart section;
02:31properties follow chart data point.
02:33A little further down, you'll notice document content;
02:37Show drawings and text boxes on screen.
02:40In the old days, you wouldn't actually see those drawings; you'd just see the frames.
02:44And a little further down some Display options.
02:46The scroll bars I like to see across the bottom of my screen; that's the
02:50horizontal one, and the vertical one going up and down.
02:54If you don't want to be able to see those, you can deselect them, of course.
02:57And the vertical ruler in Print Layout view is kind of handy; always reminds you
03:02the size of the paper that you're going to be using if you were to print it out.
03:06A little further down, we have some Print options; printing always takes place
03:10in the background, by default.
03:12Also, Scale content for A4 or 8.5 x 11" paper sizes,
03:17so if content is going over the margins, etcetera, you go from a larger size
03:21down to one of these, everything is scaled for you.
03:23Also, a little further down, you'll notice we have a General section here, and we
03:29can set up some cool things, like providing feedback with animation.
03:33When you get feedback onscreen by selecting things, and menus popping up, you
03:37might notice a little bit of animation.
03:39That takes up computer resources, and we can save memory in our computer by
03:43turning things like that off.
03:45We don't use sound, but if you like sound as part of your feedback, this could
03:50be a nice accessibility option, it can be turned on.
03:53Also, a little further down, Layout options.
03:55These apply to the document you're looking at now.
03:58Any time you see things like layout, and compatibility options, and the name of
04:02your document, any changes you make here only affect the document; not Word in general.
04:07So if you have made changes, click OK to save them, and that closes up
04:11the Options dialog.
04:13So those are just a few of the Advanced options.
04:15You should experiment and browse through them, making Word work the way you want
04:20it to work by selecting the appropriate options.
Collapse this transcript
Customizing the Ribbon
00:00The ribbon that appears across the top of our screen in Word 2013 was actually
00:04introduced in Word 2007, and since then has gained popularity.
00:08It's become quite easy to find what it is we're looking for, thanks to the
00:12various tabs, and within those tabs, the various groups.
00:16What people don't realize is that the ribbon itself is quite customizable, and
00:21we're going to take a look at how we do that here in Word 2013, beginning with
00:25the ribbon itself, and how it appears.
00:27By default, we see the various tabs, we can click them;
00:30the ribbon is always visible to us.
00:33It does take up quite a chunk of space at the top of our screen; valuable real
00:37estate, where we could be working on our documents, so if you wanted to, you
00:42could change this so it automatically hides when you're not using it.
00:45Just go over to the right-hand side; in the bottom corner, you'll see that little
00:48arrow pointing up. Give it a click, and it's now collapsed.
00:51All we see are the tabs.
00:53When we want to go to one of the tabs, we click them; click Home, for example,
00:58and we see all of our Home groups and commands,
01:00and if we wanted to collapse it, we just click back in the document, and notice
01:05we have a lot more room to work on our document.
01:07Now, of course, we don't see automatically all of the different groups
01:11within that selected tab when it's collapsed, so some people prefer to leave it expanded.
01:16To do that, just click any one of the tabs, and now in the bottom right-hand
01:20corner, it's no longer a little arrow, but rather a pushpin, which will keep it
01:24expanded right there at the top of our screen.
01:27We can also customize the ribbon itself, and its contents.
01:31Let's go anywhere inside the ribbon, but not on any of the commands, or groups;
01:35just right-click in an empty space, and choose Customize Ribbon.
01:38That's a shortcut for going to the File tab, going down to Options, and
01:42selecting Customize Ribbon.
01:44Over here you're going to see a list of commands, and over here on the
01:48right-hand side, the ribbon.
01:50So you'll see the main tabs;
01:51there is Home, Insert, Design, etcetera.
01:54You'll also see some of the ones that only appear when needed, the
01:58context-sensitive ones, and you'll also see some buttons at the bottom for
02:02creating new tabs, new groups within a tab, giving them names, and that's
02:07where we would go to add any of these commands that we want to have quick and easy access to.
02:12So let's just say, next to the View tab, we'll select a View,
02:16we'd like our own custom tab.
02:18We create new tab by clicking New Tab.
02:21It's created, it's called New Tab (Custom), a new group is automatically
02:25created, and all we need to do is start dragging various commands into that group.
02:30For example, I like the Delete option; click and drag that over into the New Group.
02:35Maybe drawing a table is something I want quick and easy access to. I'll drag
02:39that over there, just below Delete, I see that black line, and let go.
02:43And you can see there are quite a number of popular commands to choose from, but
02:46if you want access to every command, click the dropdown, and go to All Commands.
02:51Now, you can also go to this one, which I like, is Commands Not in the Ribbon.
02:55So these are commands that are already missing from the ribbon. We can go
02:59through the list, it's alphabetical, and select the ones that we want in the ribbon.
03:04How about Browse Previous and Browse Next? You got the idea.
03:14Now, with New Tab selected, we can create another new group within that tab, and
03:18start adding additional items.
03:20We can rename tabs and groups, and you can have as many tabs, and as many groups
03:26within those tabs, and as many commands as you'd like,
03:29so it's totally customizable.
03:31If we were to click OK at this point, you'll notice we have the New Tab up here,
03:34we haven't renamed it yet, click the tab, you'll see that new group here;
03:38there is the other new group,
03:40and there's the commands we've already added.
03:42Now, of course, if we don't want the New Tab, or the new groups, no problem.
03:46Right-click anywhere on the ribbon, go back to Customize, and all we have to do
03:51is select the New Tab, right-click it, and choose Remove. It's gone.
03:55Also, we can decide which tabs will be visible and not.
03:59Notice the Developer tab is not checked off.
04:01If you are a developer, and you want those tools, click the checkbox, and click OK.
04:06You have a new tab showing up at the top: the Developer tab.
04:10So that's how we customize the ribbon here in Word 2013; something that can
04:13allow you to have the tools you need, when you need them.
Collapse this transcript
Customizing the Quick Access Toolbar
00:00The other toolbar that can be totally customized here in Word 2013 is the
00:04quick access toolbar.
00:05Up at the very top, by default, is where you'll find it, and it contains default
00:09buttons, like Save, Undo, and Redo.
00:13Earlier, when we created a macro, we decided it should appear on the quick
00:16access toolbar, so we'll see macros that we add to our quick access toolbar up here as well.
00:22There are other commands that are turned off right now that can be turned on by
00:26clicking the dropdown.
00:27Anything with a check already appears there. Anything without can be added,
00:32like Open; I really like that one. Click the dropdown.
00:35And how about Quick Print?
00:36That's a good one as well.
00:38Click the dropdown again, and if there are more commands you'd like to add that
00:42don't appear on this list, go down to More Commands.
00:46From here, you'll notice we're actually customizing the Quick Access Toolbar this
00:49time, and all we need to do is locate the commands that we want.
00:53Click the dropdown for Popular Commands, and you'll see the different categories.
00:57If you want access to every single command in Microsoft Word, select All
01:02Commands, and you'll see an alphabetical listing of every possible command that
01:06could be added to your quick access toolbar.
01:08As we scroll further down, maybe one that we use on a regular basis is Charting.
01:15So if we wanted to, we could go to one of the Chart options here, like Change
01:19Chart Type, and Add it,
01:20so anytime we want to change a chart type, we can go to our quick access toolbar
01:24when working with a chart.
01:26Of course, we can reorder these as well.
01:29Save, Undo, Redo; that's great.
01:30I think my macro should be last, so I'll select it, and bump it down using the down arrow.
01:35And I think Chart Type should come after Redo, so I'll select it, and move it up.
01:41Once I have the right order, all I have to do is click OK.
01:45So I now have a series of new buttons appearing across the top on my
01:48quick access toolbar.
01:50If I'd rather that appear below my ribbon, I can also do that.
01:54Let's go to File this time, click Options, and we'll go to Quick Access Toolbar,
01:59and you'll notice there is an option here to Show Quick Access Toolbar below Ribbon.
02:04Click that, click OK to see what it looks like, and if you prefer that to on
02:09top, you're ready to go.
02:10I kind of like it where it was, so I'm going to go back to those options, select
02:15Quick Access Toolbar, and deselect the checkbox to show it below.
02:20I also don't think I need Chart Type;
02:22I'm going to select it, and click Remove.
02:24Open and Quick Print, though, I do like. I'm going to keep those, and click OK.
02:29So the quick access toolbar, giving you quick and easy access to the commands
02:33you use most often, can appear above or below the ribbon, and can contain any of
02:37the commands that you use most often. Totally customizable.
Collapse this transcript
Conclusion
What's next?
00:00Congratulations! You've reached the end of Word 2013 Essential Training.
00:04You should now be feeling comfortable with this extremely powerful Word
00:07processing software, and ready to tackle simple to complex documents on your own.
00:13Stay tuned to lynda.com for more specific and in-depth titles on Word 2013.
00:18Thanks for watching, and I hope to see you again soon in another title
00:22from lynda.com.
Collapse this transcript


Suggested courses to watch next:

Excel 2013 Essential Training (6h 32m)
Dennis Taylor

Office 2013 New Features (2h 31m)
David Rivers


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