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Word 2010 Essential Training
Richard Downs

Word 2010 Essential Training

with Gini Courter

 


In Word 2010 Essential Training, Gini Courter uses real-world examples to teach the core features and tools in Word 2010. The course starts off with an orientation of the Word 2010 interface, and then delves into the functionality at the heart of Word: creating, editing, and formatting documents. It also covers proofing documents, reviewing documents with others, sharing and securing documents, working with tables, and illustrating documents. Exercise files are included with the course.
Topics include:
  • Creating documents with templates
  • Adding SmartArt diagrams to documents
  • Working with fonts
  • Setting up document styles
  • Formatting headers, footers, and cover pages
  • Organizing text in tables
  • Modifying page layout, including margins, orientation, and page size
  • Tracking changes and showing markup
  • Sharing documents

show more

author
Gini Courter
subject
Business, Computer Skills (Windows), Word Processing, Teacher Tools
software
Word 2010
level
Beginner
duration
8h 3m
released
Jun 08, 2010

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Introduction
Welcome
00:04I'm Gini Courter, and
00:05I'd like to welcome you to Word 2010 Essential Training.
00:08In this course, I'll show you how to use Word 2010 to create great-looking documents.
00:14We'll start with the basics but also cover the new and improved features in
00:18this version of Word.
00:19I'll show you how to save time creating documents by using one of the hundreds
00:23of free templates available on your computer and the Microsoft Web site.
00:28We'll see how we can use Text Effects and Picture Effects to add impact to our documents.
00:33I'll show you how to use Styles, so you can reformat your entire document with
00:37just a few clicks of the mouse.
00:39With Styles, you can save time each time you reuse part or all of the document.
00:44We'll use building blocks like deaders, footers and cover pages to give all our
00:49documents a professional look that makes them attract your reader's attention.
00:53I am pleased to have this opportunity to show you the core features of the
00:57latest version of Microsoft's best-selling Word Processor.
01:00Thank you for joining me for Word 2010 Essential Training.
01:05Let's get started.
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Using the exercise files
00:00If you are a premium member of the lynda.com Online Training Library, or if you
00:05are watching this tutorial on a DVD-ROM, you have access to the Exercise Files
00:10used throughout this title.
00:13You can download the Exercise Files from the Online Training Library or copy
00:17them from the DVD-ROM to your desktop.
00:20The Exercise File folder includes a separate folder for each chapter, as well as
00:26a folder of all of the images that are used throughout the course.
00:30If you open the folder for a chapter, you will find files for specific movies
00:36and then files used more generally throughout this chapter.
00:39For example, movie 04_04 has its own file.
00:43Movie 04_05 has its own file.
00:45Then there's a Definitions file that you can use with other movies in Chapter 04.
00:50Some movies have more than one file, for example, in Chapter 08, where we will
00:55be combining different design elements and illustrations with Microsoft Word.
01:00You'll find that 08_08 has two different files that are used.
01:04So, you'll need to use both this
01:06Chart document and this Excel file in movie 08_08.
01:11In some chapters, there are a variety of documents,
01:14some of which are tied to a particular topic and some of which provide
01:18background information to the documents that are already in use.
01:22If you are a monthly subscriber or annual subscriber to lynda.com, you don't
01:26have access to the Exercise files.
01:28But you can follow along from scratch with your own documents.
01:32Let's get started.
Collapse this transcript
Creating placeholder text
00:00There are two nifty tricks that you can use to create dummy documents quickly.
00:05The two tricks are called Rand and Lorem, and I'll be using them in this course.
00:09The first, Rand, is a simple formula that you enter.
00:14You have to be at the start of the line.
00:16You can't have other letters before this.
00:18Type =rand, for random.
00:23This is going to look a lot like an Excel formula.
00:25Open the parentheses, put the number of paragraphs of text you want, a comma, and the number
00:31of sentences - not lines, but sentences - in each paragraph.
00:36Close the parenthesis.
00:38When I press Enter in a moment, Word will go to the Microsoft Word help file to
00:43a specific spot and will begin taking paragraphs and sentences and pulling them
00:49back into the document.
00:50But it happens really fast.
00:52Five paragraphs, six sentences per paragraph, just like that, a really quick and
00:58easy way to get text.
01:00This text is somewhat intriguing, and if we use this text to make some
01:05decisions, or to decide about things like formatting as we'll do in this
01:09document and in others, people might want to read this text because it is
01:13English, and they immediately will say, oh, on the Insert tab, and they will
01:17begin to try to learn things.
01:19So, if we want text that isn't even this interesting, isn't even as
01:23interesting as the Rand text is, the other choice is instead of Rand, we can
01:28use the word Lorem.
01:30So, I am going to type =lorem(5,6).
01:37When I press Enter, I will get a text of filler text.
01:41This is text that looks a lot like Latin.
01:43It's not actually good Latin.
01:46But it's semi-Latin that was created by adding and removing letters from a
01:51translation of Cicero either 40 years ago or 400 years ago, no one's really sure.
01:57Although it's not actually Latin, its purpose is for typesetting.
02:01Because letters appear in this sample text in roughly the same frequency that
02:06they appear in regular text.
02:08So, you can use this kind of text that's called Lorem ipsum in order to dummy up
02:14a document that you can then make some decisions about.
02:17No one really feels like reading it very long.
02:20Because it doesn't look like real text that one would read for any reason,
02:25unless one were a quasi Latin scholar.
02:28So, the two commands, again, to create this kind of text are =rand paragraphs and
02:35sentences, and then =lorem in parentheses, paragraphs, sentences.
02:42You don't need to be able to use Rand and Lorem to use Word.
02:46But if you need to create some sample text quickly to look at page designs or
02:50layouts, other visual elements, or to create or test a template, Rand and
02:55Lorem will do the trick.
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1. Getting Started with Word 2010
Using the Word interface
00:00Before we begin creating, saving and e- mailing and printing documents in
00:04Word 2010, we are going to find out how to launch Word 2010, and then take a
00:10quick tour of the Word window, so you will know where to find the different
00:14kinds of tools and commands that you will use when you create your documents in Word 2010.
00:19We will start here on the Windows Desktop.
00:22There are a variety of ways to launch Microsoft Word.
00:26If you need to open a document that already exists, it's fairly easy to launch Word.
00:31All you need to do is open the document and Word will automatically be launched
00:37to show you that document.
00:38So that's relatively easy.
00:40What if we want to start from scratch?
00:43Well, begin by clicking the Start button, and you will notice that Microsoft
00:46Word 2010 appears on the Start menu.
00:51It's there because it's pinned there.
00:52It's on the top half of the menu, and that's been added to the menu so that it's
00:57always available for us.
00:58So I can point to the Microsoft Word 2010 icon, and notice that it opens a list
01:04of recently used Word files, so that I can easily open one of those.
01:09But what if Word 2010 isn't on your Start menu?
01:12We can simply go to All Programs > Microsoft Office, and you will find Microsoft
01:21Word 2010 here on the list.
01:24If you want this pinned to your Start menu, you can right-click and choose Pin
01:27to Start menu to add it there.
01:30When we launch Microsoft Word 2010, it opens full screen, brand-new window.
01:36We can change how this window appears within Microsoft Windows in the Windows Desktop.
01:42In the upper right-hand corner, you will find the three familiar buttons that
01:45allow you to Maximize, Restore, or Minimize a window.
01:49So if I simply want to take up a little less room with this window, I can click
01:53Restore Down, the center button, and I will get a smaller window.
01:57The size of this window, this is exactly how I left it the last time this window
02:01was restored down - same position, same size.
02:05To make the window full screen again, that Restore Down button has changed to a
02:09Maximize button, and I can click here and make it larger.
02:13But what if I am in the middle of creating a document and I have entered some
02:16text and I just want to put Word aside for a moment, so that I can be attentive
02:21to, for example, Internet Explorer session or something else?
02:24I can click the Minimize button and Word then is minimized down to the Taskbar.
02:29To open that document again, simply click the Word button, and it's back.
02:34Within the document window, perhaps the most striking feature is called the Ribbon.
02:39This is the interface that runs from the left to the right side of the screen,
02:42all the way across, and we have had this new interface since Word 2007.
02:47The Ribbon has tabs, within the tabs there are groups and individual commands
02:51that allow you to modify your text or take specific actions in your document, to
02:58be able to insert Pictures or Charts, Headers, Footers, those kinds of things.
03:02Most of the time that we spend learning Word, we are actually going to be
03:05spending learning how to use the Ribbon to create and modify documents in the
03:10ways that we would like to do that.
03:12Above the Ribbon is an area of Word that's customizable by you.
03:15It's called the Quick Access toolbar.
03:17It's these three buttons here, but you can add other commands to that toolbar as well.
03:22So this allows you to have a section of Word where you keep commands that you
03:27would like to use on a regular basis.
03:29If I click the File tab, we will end up Backstage in Microsoft Word 2010.
03:35The Backstage View is where you will Save, Open, Print, and E-mail documents.
03:41It's also where you can get great information about a document, like when a
03:45document it was Last Modified, who the Author is, or you can prepare
03:49documents to be shared.
03:50So you will find a whole wide range of document management features here in Word Backstage.
03:56Our Recent list will show us documents that we have opened earlier.
04:00So I am going to return and actually open that second document.
04:04Now that I have two documents opened, there are a couple of ways that I can
04:07switch back and forth between these open documents.
04:10I am using Windows 7, so what I show you might be a little bit different for you
04:15if you use a different version of Windows.
04:17There are a couple of ways to move between them, but the best way is down here
04:20on the Windows Taskbar, because you will notice that there's a tab that shows
04:24there's more than one document.
04:26I can simply point to it.
04:28It will open up the two windows that I have and I can switch between them.
04:32I don't even need to click to be able to look at them quickly.
04:36Within a window, I will usually move up and down using the scroll bars.
04:41On the right-hand side, there's a vertical scroll bar that allows me to move up
04:46and down in my document.
04:47I can click the boxes at the top or bottom, drag the slider, or at the bottom of
04:54the scroll bar, I have a Previous Page and Next Page button that I can click on.
04:59There isn't a horizontal scroll bar, because I don't need one.
05:02I can see the entire width of my page here in the window.
05:06But if I use the Zoom slider to slide, you will notice that as the document gets
05:10too wide to show, a horizontal scroll bar automatically appears.
05:16We have the button that allows us to see the ruler.
05:19You can turn the Ruler on and off from the Ribbon.
05:22But you can actually simply click here to show the Ruler, which allows you to
05:26see where you are in your document and to precisely set things like the edges of
05:31columns or to position graphics.
05:34But it takes up some space, so click again to turn the Ruler off.
05:38At the bottom of our Word window , we have a customizable Status Bar.
05:42That shows us what Page we are on, how many Words, spell check.
05:46At the right, it has some view buttons that allow us to change, for example, to
05:50see how this document would work on the Web, and finally that Zoom slider that
05:54we have already used.
05:56But this Status Bar is fully customizable.
05:59When you right-click on the Status Bar, you will have lots of choices about
06:02information that you would like to see.
06:04So you can set this to be able to see, for example, the Formatted Page
06:08Number, or to say I don't need to see a Word Count, or the status of your Caps Lock button.
06:16These are the tools that are there all the time.
06:18There are other tools that only appear when you need them or when you choose to display them.
06:23For example, if you click Find, the Navigation Pane will open on the left side
06:29of the document window, so that you can use its tools in order to search the
06:33document for text or objects.
06:35If you don't want to look at the Navigation Pane anymore, you don't need to use
06:38it, simply click the X to turn it off.
06:41Other tools appear on the right-hand side.
06:43For example, if you said that you wanted to do a Mail Merge, you will notice
06:47that the Mail Merge Task Pane opens on the right side.
06:51There's no significance to whether it opens on the left or the right, except
06:55that there are times that you would like to have two tools open at once.
06:59So the tools that are allowing you to complete a task tend to open on the
07:03right, and the tools that allow you to move within the document tend to open on
07:07the left, because you could actually have them both visible to you at the same time, like this.
07:15Close the Task Pane and the Navigation Pane in exactly the same way, simply
07:19click the X. Finally, if you add an object, for example, if I simply quickly
07:24insert a picture here, I will get some additional tabs on my Ribbon that didn't
07:29even exist previously.
07:31I now have a Format tab.
07:33That's a set of picture tools.
07:34That wasn't there a moment ago.
07:36It's only there because I have a picture selected.
07:39It provides a rich group of tools that are specific to pictures.
07:43Notice that when I click out of the picture, that tab goes away.
07:47Now I am back in my document.
07:49But when I have an object in my document and I select it, I will get an
07:54appropriate set of tools at the right end of the Ribbon that are supplied by
07:58Microsoft Word 2010.
08:00When we are done using Word, we will go backstage to Save our documen,t or to
08:04Close a particular window, or Exit Word entirely.
08:08If we have made any changes to a document since we opened Word, we would be
08:12prompted to Save our changes.
08:13We won't be saving this document.
08:15We will simply Close Microsoft Word.
08:17That concludes our brief tour of the Word 2010 Application Window.
08:22Now that you know where to find the features that you will use in Word, it's
08:25time to see how each of these tools works.
08:28So fasten your seat belts, and let's move on to the next movie.
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Understanding the Ribbon
00:00Word 2010 is the second version of Microsoft Word that uses the Ribbon rather
00:05than toolbars and menus.
00:06We're going to take a deep dive into the Ribbon, looking at the Ribbon's design,
00:11how to use the Ribbon and how to minimize the Ribbon, so you have more room
00:15onscreen for the document that you're currently editing.
00:18When the Office Design Team created the Ribbon, they had two major goals.
00:23First, to put the commands that you and I use most frequently no more than two
00:27clicks away, one click on the Ribbon tab, one click on the command.
00:33Second, they wanted to arrange the commands in the order in which we would most
00:37likely use them when we were creating a document.
00:40You might wonder how would they know what order we use commands in?
00:43Well, they looked at it the way that Microsoft has looked at Office products for a long time.
00:48They watched people create documents.
00:50They had users come use Microsoft Word.
00:52And they recorded their use of it, and analyzed it.
00:55They had users test of various iterations of the Ribbons that they designed to
01:00see which would work the best.
01:02And underneath it, all they understood that there is a document lifecycle a way
01:06in which documents are created and formatted, reviewed, posted and then finally
01:11made obselete and then archived.
01:14In looking at these hundreds of users, they discovered some patterns.
01:17When users create documents, they often will start by entering and formatting
01:22text, perhaps entering then formatting or entering and formatting some text,
01:27entering and formatting additional text.
01:29But these two activities go together.
01:32When all or most of the text has been entered then, users begin adding
01:36illustrations to their document.
01:38They might, for example, include a chart or a picture.
01:42They might add other shapes or decorative elements to the document.
01:46But they're illustrating the text in the document.
01:49With text and illustrations in place then, users turn to how will my document
01:53look when it's printed,
01:54and begin working with layout elements, which could include headers and footers.
01:59But we'll also include margins, portrait versus landscape orientation. How do my pages look?
02:05References then, if there are to be any, get added at this point, because
02:09references include things like a table of contents, as well as footnotes and endnotes.
02:14And then finally, the document now has been put together, has been
02:18properly referenced,
02:19and it's time to proof the document, or to give it to other people to review.
02:25We shouldn't be surprised then that the tabs of the Ribbon in Word mirror that process.
02:30The Home tab, where we will enter text rearrange it using Cut, Copy and Paste and Format Text.
02:37The Insert tab, where we will insert the illustrations for our document, but
02:42then also begin, on the right end of this tab, inserting some Page Layout
02:46elements, like Headers and Footers, setting our Margins, Page Color, Page
02:52Borders on the Page Layout tab, and then References: Tables of Contents and
02:59other types of References that we might want to add.
03:01I am going to skip the Mailings tab for a moment and go to Review, which is
03:05really the last of the Document Creation tabs.
03:08Here you'll find your personal Proofing tools and Language tools, but also
03:13all of the commands that you would use to be able to review this document with others.
03:16I'm going to return to Mailings for just a moment.
03:19This tab could have gone almost anywhere in this process.
03:22But if you were going to do a mailing, you might want to set that up including
03:27its data source before you would send it out for review.
03:30So again, we enter and format text, insert illustrations, lay out our pages for
03:37screen or for print, add references such as a Table of Content, perhaps match
03:44our document up with the data source for Mailing, and then finally we'll review
03:48that document to make sure that its spelling and grammar are correct.
03:51Its translations, if any, are correct or review it with others using these tools
03:56over here for Tracking and Changes.
03:58The other three tabs on the Ribbon that you see here are actually about the
04:02Word environment itself.
04:04The View tab allows me to change how I see my document, including things like
04:09zoom and switching between windows.
04:12The Add-Ins tab appears because there is an add-in installed on this computer
04:16for this version of Microsoft Word.
04:19And finally, Acrobat was installed by Adobe Acrobat.
04:22You may not have an Add-Ins or an Acrobat tab on your computer; don't worry about that.
04:29Additionally, on each tab the commands you are more likely to use are at the
04:34left end of the tab, and as you move along the tab, you get into less
04:39frequently used commands.
04:41So, on the Home tab, for example, you'll see Cut, Copy, Paste commands at the
04:45left end, and way out to the right, things like Change Styles and Find.
04:50If we look, for example, at the References tab, you'll find that Table of
04:53Contents is the frequently used command here.
04:56We rarely are going to insert a table of authorities, so it's way over on
05:00the right-hand side.
05:03Within the tab, all of the commands are arranged in groups.
05:06While I'm seeing this document in full screen, I'm seeing all of the commands
05:10that can possibly be shown.
05:11However, if I either have a lower screen resolution, or I restore my window down
05:17to have room to do something else on my screen, my Ribbon is going to change.
05:22So if I restore down slightly and then as I begin dragging the window in, notice
05:30that Word doesn't hide any of the commands.
05:34It doesn't take them away as it did in some prior versions.
05:36It simply collapses the group.
05:39And it does that starting on the right.
05:41So at relatively full screen, the editing group on the Home tab, I can see
05:45Find, Replace, Select.
05:47As I condense the space available, finally Editing is turned into simply a group
05:55button, and I need to know that I would look for the Find, Replace and Select
05:58commands in Editing.
06:02Now the Styles group is collapsed.
06:03The Paragraph group is getting smaller.
06:07The Font group and finally at the point where it can't show me very much, the
06:11Ribbon itself will simply be hidden.
06:13I'm going to maximize the window again in order to bring the tabs with all of
06:18their groups back, so I can see them all.
06:20If you're a user who is used to working in a smaller size screen, for example,
06:25on a Netbook or if you frequently use two applications opened at the same time,
06:31and you don't work in a full Word window,
06:33it's going to be necessary for you to do a little more work to remember what
06:37commands are found in each of the groups.
06:40There are some ways that I can gain additional space for editing my
06:43document here in Word.
06:45I can actually decide that I want to minimize the Ribbon, or I want to
06:48display the Ribbon.
06:49The Ribbon takes up a fair amount of space, about as much as a small paragraph of text.
06:53So I can right-click and choose Minimize the Ribbon and simply hide the entire
06:58Ribbon away for awhile.
07:00When I need then to format some text, or to change my Margins, or whatever command
07:05I want to access, I simply point to any tab and click to open the Ribbon.
07:09I can then click on other tabs, if I wish, but if I wanted to change margins,
07:14I'll find that command right here.
07:17I can right-click and choose Minimize the Ribbon again to bring the Ribbon back.
07:22If you're a keystroke user, it's Ctrl+ F1 to hide or to display the Ribbon.
07:28Now that we've seen a little bit more about the Ribbon, there are some obvious
07:31implications for how you would work.
07:34If you broadly work left to right across the Ribbon, you'll find commands in the
07:38order in which you are likely to be using them.
07:42And if you know, for example, if there's a commands someplace on the Ribbon, and
07:46it has something to do with illustrations, you might look at the Insert tab.
07:51If you know that there's a command that has something to do with Margins, you
07:54might know to look at the Page Layout tab, because this is how you're
07:57progressing as you're creating your document.
08:00The more you use this Ribbon, I think the more you'll appreciate how it
08:03will quickly give you access to the commands that you will use most
08:07frequently in Microsoft Word.
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Customizing the Quick Access toolbar
00:00You can customize Word 2010 to reflect the way you work, by placing your
00:04frequently used commands on the Quick Access toolbar.
00:08In Word 2010, most commands appear on only one tab of the ribbon.
00:13However, the Save, Undo, and Repeat commands are always just one click away,
00:19because they are also displayed here on the Quick Access toolbar.
00:23There are other frequently used commands that you might choose to display here.
00:27Click the down arrow, and you can customize the Quick Access toolbar.
00:31When the Microsoft Office design team created the Ribbon, they made some choices
00:36based on how most people use Word.
00:39Your use of Word might be different, and the Quick Access toolbar let's you
00:43modify the Word interface to support your individual work preferences, for
00:47example, by adding Print Preview and Print, or by adding Spelling and Grammar.
00:53So these are now available no matter what tab of the Ribbon you are using right now.
00:58Some users immediately add all the buttons that they use most frequently,
01:02commands like Print, Print Preview, Spell-Check and so on.
01:06I think of this as preemptive toolbar construction, imagining upfront what it is
01:12that you think you are going to do when you actually use Word.
01:15I'd recommend a different approach.
01:16As I have worked with Word, I have paid attention to the commands that I wish
01:20were duplicated on more than one Ribbon.
01:23For example, I use this highlighting tool a lot to highlight individual words or
01:28phrases in documents I am reviewing.
01:31I might be on the Insert tab in the middle of creating a footer and wish that I
01:37had access to the highlighting tool.
01:40So what I have done is I have added the text highlight tool to my Quick Access toolbar.
01:46To do that, I right-click, add the Quick Access toolbar, and now I have access
01:51to a highlighter, no matter what tab of the ribbon I am on.
01:56By adding the highlight tool to the Quick Access toolbar, I make sure it's
01:59available not just for footers or headers, but for every tab on the ribbon.
02:03So to add any command, simply right- click and say add to Quick Access toolbar.
02:09To remove, right-click it on the Quick Access toolbar and remove it here.
02:14So I can remove my Spelling and Grammar, remove my Print Preview and leave my
02:19Highlighter if I wish.
02:21None of this, as you can tell, is a permanent choice, so I can try any combination
02:26of things that I want on that Quick Access toolbar for a while, and if I decide
02:30that it isn't all that useful, I can then right-click and remove it.
02:34I can also add a button for the short term while I am working on a particular
02:37document or project and then remove it when I have completed the work.
02:41It's very easy. Simply right-click to add, and again, right-click to remove.
02:47Just add buttons as you need them, and remove them if you notice that you
02:50are not using them.
02:52Please don't fill your Quick Access toolbar up with lots of unused buttons,
02:55because then the buttons that you do need, that you would use, are harder to find
03:00on a cluttered up toolbar.
03:01And don't analyze your work patterns.
03:03Just keep the buttons you need on the Quick Access toolbar, and it will make all
03:07of your work in Word 2010 easier.
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Using Word's document tools
00:00Word 2010 has new tools, as well as familiar tools, like the Ruler.
00:05But just because you've seen a tool before, don't assume that it's the same old
00:09tool as it was in previous versions of Word.
00:12Many of the document tools were enhanced in Word 2007, or in this version, Word 2010.
00:19Let's take a quick tour of the Navigation and View tools that are at your disposal.
00:24First, let's start with the vertical scrollbar.
00:27It's a good navigation tool to browse in your document.
00:30By default, as we scroll, it browses and if I click, we can browse page by page,
00:36and this is much faster than Page Up or Page Down.
00:40Also, Page Up and Page Down on my keyboard, I'm going to press Page Down twice, three, four times,
00:46Page Down doesn't page by page; Page Down pages by screen.
00:53So if I really want to navigate by page, I'm far better off using these buttons
00:59or holding Ctrl and hitting Page Down,
01:02either of which will actually take me by page, rather than by screen.
01:06You can also browse, though by other document features here using the scrollbar
01:12and the scroll buttons at the bottom.
01:14I can click this center button and choose a different kind of scrolling dynamic.
01:19For example, if I had a number of tables, I could click to Browse by Table.
01:24If I had images, I can quickly browse through the images in a document.
01:29I'm going to browse through the headings in my document.
01:32I simply choose Browse by Heading. Notice that on the vertical scrollbar the
01:36scroll buttons turn blue to show that there is something other than by page
01:41chosen, and as I click, I will move from one heading to the next, to the next.
01:48To change this back, simply click and choose Browse by Page again, and the
01:52buttons aren't blue anymore.
01:54On the Status bar, I have five View buttons.
01:57From left to right, Print Layout, which is the layout I'm seeing right here,
02:01shows me how my printed page will appear, Full Screen Reading layout, which is
02:06like a book, Web layout, which shows me approximately how this document would
02:11look if I were to publish it as a Web page, Outline, which shows me the headings
02:17in my document and hides the body text and then finally, Draft which allows me
02:22to work with the document with less formatting.
02:24For example, in a draft view, I won't see illustrations.
02:28So I can easily switch between these different views.
02:32If I switch to Draft view, for example, notice that I only see page breaks as
02:38dotted lines, and the document is flush left, but it's all still here - no real
02:43breaks every place that there are pages.
02:46I'm going to switch to Web Layout view, and you'll notice now that my heading
02:51shading comes all way across.
02:53This is how this document would appear published on the Internet.
02:57And you'll notice it actually looks a lot like a Web page.
03:01I'm going to switch to Full Screen Reading view. Full Screen reading view is
03:05actually made for people who need to review documents.
03:10We throw out some of the formatting to be able to see the document crisply and
03:14cleanly on a double-sided page like this.
03:18So I can move through the pages and again, this is an easy way, and an accessible
03:24way, to review a document when you really need to pay attention to the text, but
03:29you don't care what page the text is on.
03:32This shows me that I'm on screen 13 of 14.
03:35This has nothing to do with the pages in my document.
03:39This is the screens that I see when I'm seeing it in this view.
03:43To leave Full Screen Reading view, I actually need to click the Close button, to
03:47return to any of the other views.
03:50Finally, I can go to my Outline view, and in Outline view you'll notice it's
03:55very much like a Draft view.
03:57I can expand or collapse different sections.
04:01I can use drag and drop to rearrange particular items in this document if I wish.
04:07This is a view that you could use if you were looking at your document and
04:11trying to judge its structure.
04:13There are some users who actually begin creating documents by creating an
04:17outline, probably like you and I were taught in elementary school or junior high.
04:22Start with the outline first, then flush in the body text, so we can always
04:26start in Outline view if we want to, but we don't need to use the Outline
04:30view itself to actually create an outline to work from when we're creating a major document.
04:36I click the Close button here to close Outline view and return to whatever view
04:41I was in before, which was Print Layout view.
04:44A couple of things about Print Layout view that are also useful.
04:47With Print Layout view, I see the Footer and the Header in my document, but
04:53sometimes what I want to do is I want to review this document with others,
04:57and as I scroll along, there are these big areas where there's really nothing to see.
05:02If I want to hide that white space between the pages, I can double-click and
05:07notice that my Headers and Footers, and the Gutter between the pages, is
05:12actually hidden, which makes this a far better way, for example, to review a
05:16document in a committee meeting, or with a group of people that you're working with together.
05:22Double-click again to show the page layout whitespace.
05:26So in Page Layout view, by hiding or showing the Headers, Footers and the
05:31Gutter between the pages, I can either get a better feel for how it will look
05:35when printed or more quickly scroll through the document and review it with a
05:40group in a better form.
05:42Speaking of reviewing with a group or even my own review, I might want to
05:46make this document text larger or smaller. Notice that I'm showing 2, 4, 6, 8
05:52pages at a time now, which gives me a great overview, but clearly is no way
05:56to read this document.
05:58The Zoom slider zooms from 500% all the way down to 10% of the document.
06:05In the middle, 100% is how this document will appear when printed one copy to a
06:12page, in whatever paper size and page layout you've chosen.
06:16So if I want to know about what this will look like when it's printed, this
06:20is how it'll appear.
06:21If I wanted to print it two up on a page, I could actually zoom to a smaller
06:25size and see how that might look two up on a page.
06:27But there are better ways to do that.
06:31On the Status bar, which is fully customizable, we have lots and lots of information.
06:35First, at the left end, it tells me that there are 24 pages in this document,
06:40and that I am on page 8.
06:41If I wanted to go to a particular page, I could click, and it would actually let
06:45me choose to go, for example, to page 15, very quickly.
06:50So this is a way I can use this to navigate.
06:52It tells me that there are 7,387 words, and as I point to it,
06:57it says Click here to open the Word Count dialog box and again more
07:01information about my document.
07:02Then I have a spelling errors indicator here, which shows me that it found
07:07some spelling errors.
07:08That's what that red X means.
07:10And I can click here to run Spell check and correct those errors.
07:14If I right-click, I can customize the Status bar by adding or removing items.
07:19So if you share your computer with others, or if someone else has been working
07:23in Word and you don't have, for example, Spelling and Grammar Check, it may
07:26have been turned off,
07:27you can turn it back on here.
07:29And if you miss line numbers, which was readily available in some previous
07:33versions of Word, you can also set, also, like to see my Line Numbers, and that
07:37will then show that I'm on Line 1 of my page, on Line 4, on Line 10 of my page.
07:45As you work in Microsoft Word, give all of these document tools an
07:49intentional work out.
07:51From the View, to the Status bar, to the Ruler, to the View browse buttons
07:57here, work with all of them until you can reach naturally for each of them
08:03when you need them.
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Using the Navigation pane to find words or phrases in a document
00:00Word 2010's Navigation Pane lets you search for specific text, or navigate to a
00:05particular page or section in your document.
00:08Let's see how you can use the Navigation Pane to find and to browse in Word 2010.
00:14We have a short document up in front of us here, and the vertical scrollbar
00:19works really well to get us around this document.
00:22You'll notice that the scroll box, the portion that I can drag on the scrollbar,
00:28is relatively big, and that's because this is a relatively small document.
00:33I can also use Page Down and Page Up to move, which is actually moving me by page.
00:38If I use the Page Up and Page Down buttons on my keyboard, it's moving me by screen.
00:44All of those help me get around, but those are small document tools.
00:49When we're working a larger document, they're not as strong.
00:53I'm going to open our Two Trees Employee Manual, and you'll notice that the
00:58scroll box is very small, which gives me a clue that this document is larger
01:03than the document that we just had opened.
01:05And if I drag, you'll notice there is a lot of document here, and if I click the
01:11Page Up, Page Down buttons, I move by page, but there are 24 pages here.
01:16So if I wanted to go to page 12, that's 11 clicks to get me there. If I want to
01:20go to the end of the document, of course, I could use shortcut keys to arrive.
01:24For longer documents like this though, this scrollbar is way too limited.
01:28We need a navigation tool that lets us move to a specific page quickly, and also
01:34allows us to use the fine capabilities to search for text and go to the
01:39locations where that text appears in my document.
01:42The navigation and the find capability have been combined into one
01:47Navigation Pane in Word 2010.
01:51Let's see how easy it is to navigate in our handbook using the Navigation Pane.
01:55There are several ways to display the Navigation Pane. On the View tab, I could
02:01turn on the Navigation Pane check box. On the Home tab, in the Editing group, I
02:07could do Find and say Advanced Find, but I simply click Find, the Navigation
02:12Pane will open, and it always appears on the left-hand side of my screen.
02:16At the top, there's a Search box
02:18that let's me enter text to search, and then below that, there are three
02:23tabs that allow me to look at my document by pages, so here's all the pages in my document.
02:29If I want to go to page 12 then, I can simply click and go to page 12.
02:34If I want to go to page 6, drag, then click and go to page 6, so I can
02:38navigate very quickly.
02:40And then I have the ability to browse my document by headings.
02:44Now this document actually has headings.
02:45You'll notice that if I go to section 3, it will take me to section 3.
02:49You'll learn more about heading styles in chapter 6 of Word Essential Training.
02:54Then I have the ability to browse Search results, so I'm going to search for
02:58the word "part-time'"
03:01Now I don't have to click to go to each occasion of part time, although I could.
03:06What I can do is scroll all 13 matches for the term "part time", and I was looking
03:13for one that has to do with part-time employees and vacation time, and here it is
03:18"Paid vacation time of regular part- time employees," and I can click and
03:21immediately get taken precisely to that section, where I can look at part-time
03:26employee information.
03:29If I look for a word like vacation, I can find 25 matches, and this will allow
03:34me to look at any of them.
03:36If I'm looking for the vacation section though, that stands out fairly well, right here.
03:41When I go now and I look at the Browse page tab, what I'll find is that not all
03:47of the pages are included.
03:48This search box and these tabs work together.
03:51So there's no mention of vacation on pages 1, 2 and 3, so the first page shown
03:55is 4, the first page that actually has results that include vacation.
04:004, 6, 9, then we skip to 18, where there is more information here on this page
04:06about vacation time.
04:08To clear these search results, I can click the x, and I'll once again be looking
04:13at all of the pages that are in my document.
04:16I can search for objects as well as text in this document.
04:20So, for example, if I wanted to search and find any tables in my document, I can
04:25choose Tables, and it will show me the two pages that have tables.
04:30It can't preview the tables for me, because they're graphic objects in Word 2010.
04:34But it can show me that I'll find tables here and here.
04:39And it will show me the sections that include tables by highlighting them, here and here.
04:47I can also search for graphics. Remember that Clip Art and Photos and Smart
04:53Art are all graphics, all of them, so anything that's the graphic image.
04:57For Footnotes and Endnotes or for Equations, I can also set some options to
05:02determine, how Find will work, how Search will work in the Navigation Pane, and
05:06those options are available to me right here.
05:09Whether you're editing or reviewing larger documents, or simply searching for the
05:14occurrences of text in a document that someone else has sent you, don't forget
05:18to turn on the Navigation Pane.
05:20It's Browse and Find features make editing complex documents incredibly easy.
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2. Word Backstage: From "New" to "Print"
Managing documents with Backstage view
00:00In Word 2010, all the commands you'll commonly use when managing files are
00:05together in one central location called Backstage View.
00:08Whether you're opening or saving a document, printing, sharing by e-mail or
00:13saving your document as a PDF, or on a Share Point site, you'll find all the
00:18tools you need by simply stepping Backstage.
00:21It's easy to access Word's Backstage view, also simply called Backstage.
00:26Just click the File tab on the Ribbon.
00:29Backstage, you can access commands to Save, save a document in a different
00:34location, as well as the Open and Close commands.
00:38Info displays the Properties settings for this document.
00:42For example, on the right, you can see the document size, the number of pages,
00:47its length, how much approximate time has been spent editing this document,
00:51authors and other document properties.
00:54This document is currently saved in Compatibility mode, as you can tell from
00:58the Title bar, so that it can be opened using older versions of Word, like Word 97 or Word 2003.
01:05This provides really nice compatibility in an environment where people have
01:09different versions of Word.
01:10But as a Word 2010 user, I give something up.
01:14I can't use all of the new features of Word 2010 in Compatibility mode.
01:19To convert this document to Word 2010, so I can use some of the exciting new
01:24features, I simply click the Convert button.
01:27A dialog box appears prompting me to say OK.
01:30I know I'm moving to new file format.
01:33And now this document is no longer in Compatibility mode.
01:37If I want Word 2003 users, or Word 97 users to be able to open this document, I
01:42can always save it in an older version, by choosing File > Save As, and then
01:48choosing Word 97-2003 document as the file type when I save this file.
01:56Returning backstage, in Info there are also three tools that help me check my
02:02documents before I share them with others.
02:04They're all under Check for Issues.
02:06The first, the Document Inspector, helps me inspect my document to ensure that I
02:11don't accidentally include private or proprietary information that recipients or
02:17people outside of my organization just shouldn't see.
02:20The Accessibility Checker reviews the document and tells me what changes I need
02:24to make so that the document can be more easily used by people using screen
02:28readers, or other accessibility devices.
02:32Check Compatibility looks at my document and previews any changes that would be
02:37made if I saved this document in that older format.
02:41Recent, displays recently opened documents and recently opened file locations.
02:47And it allows me to Pin those places or documents, so that they'll always
02:52remain on this list.
02:54This is one of my new features.
02:56If, for example, I would be working on this handbook a lot, I can Pin it here,
03:00and it will always appear on the top of my Recent Documents list, no matter how
03:04many other documents I open or close.
03:07When we're done editing or revising a handbook, I can simply Unpin it and in its
03:12time, it will drop off the bottom of this list.
03:15The same thing's true with file locations.
03:17I can simply Pin those
03:18I wish to always have just a click away to this list of Recent Places.
03:23There are many ways that I can start new documents.
03:26I can begin from scratch with a Blank document, or I can base a New document on
03:31a document that I already have.
03:33Or I can use a template from My Computer, or templates I've used recently, or
03:39even sample templates, or all of the templates that are on Microsoft's
03:43office.com Web site.
03:45These are free templates.
03:46There are hundreds of them that are available to help me get a head start on a
03:50type of document that I don't normally create.
03:54I choose Print to be able to see a preview of my printed document and to make
03:58any adjustments, for example, to adjust my margins or to adjust my print job, or
04:03to choose a different printer, if I wish.
04:06Save and Send helps me share documents with others, by e-mail, on a network
04:11share, as an attachment, as a PDF, as in XPS, or using an Internet fax.
04:17Finally, at the end, I have a Close button that allows me to close this
04:21document and exit Word.
04:23If I simply want to close this document and work and work on another Word
04:25document, I should choose Close.
04:28Backstage view is new in this version of Word actually.
04:31From opening and closing to saving, checking and printing or e-mailing
04:35your document, almost anything you do to your whole document, you'll do by
04:40first stepping backstage.
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Creating a new document from a template
00:00There are three ways to create a new document in Microsoft Word.
00:03You can start with a blank document.
00:05You can create a new document based on an existing document, or you can create a
00:10document using a template from your computer, or Microsoft Office Online, or any
00:14one of a number of different template locations.
00:18When we launch Microsoft Word, we start with a new blank document.
00:23And we would create our new document by simply entering some text here
00:26in Document workspace.
00:28But you don't have to start from scratch.
00:31And if you already know what you're going to create, there isn't a reason
00:34to start from scratch.
00:35So let's take a look at some other ways that we could create new documents.
00:40First, let's go bBackstage.
00:41Click File and choose New.
00:44And if we already have a document that's a lot like the document that we want to
00:47create, we can use a copy of that document to create a document by simply
00:52choosing New from existing.
00:54If you have some templates that have been stored on your computer, for example,
00:57your employer may have a template for letterhead, or a template for memos, a
01:02template for fax transmittals, different templates that are customized or
01:06branded to reflect your company and your company's image in the world.
01:11So you would find those under My template.
01:14As you'll find later in this course, you can always create templates yourself
01:18for your frequently used documents.
01:20And then there are some Sample documents that are included with Microsoft Word 2010.
01:25You can also create a blog post.
01:27And if you've used some templates recently, clicking Recent templates will
01:31return that list to you so you can choose from that list.
01:34But I'd like to draw your attention to the wealth of templates that are
01:37available for free at Office Online at microsoft.com,
01:42templates that Microsoft and Microsoft vendors have created but also templates
01:47created by users like you and me who have saved some of their best work
01:52believing that other folks may also want to create a similar document.
01:55So we have people who've created specific calendars who think wow!
01:58This is really hard.
02:00Maybe I can say somebody else a little bit of time.
02:02So let's take a look at some of the kind of templates that are available here
02:06for you to create more complex documents.
02:09Let's say, for example, that you're asked to create an agenda, and that's not
02:12something you've typically created , and take a look at all of the different
02:15agendas that are available to you.
02:17Now when you see a template that includes this small icon in the lower
02:21right-hand corner, that means it's a community template that was posted by another user.
02:26All of these templates, whether they were created and posted by users or whether
02:30they were created and posted by Microsoft, have all been checked for viruses.
02:34So there's not a problem with downloading these documents for your use.
02:39And you say, no, what I need to create is I need to create a Conference agenda,
02:42and they are different tracks.
02:43Well, let's take a look at, for example, at this document and see how it might help us.
02:47We'll see a small preview of that document here.
02:50It's got four out of five stars. Only two Votes.
02:53It's relatively new.
02:54Let's download this document and open it, and you'll notice we've have a really
02:58nice-looking conference agenda that's full colored that shows four different
03:03tracks happening at the same time and different halls, has dates on it.
03:07And then you see all color-coded, and you think ah! I might like this.
03:11So you can get a head start.
03:13It would probably take you an hour, or maybe even a couple of hours to do all of
03:17the work that's already been done on this particular template.
03:21Let's take a look at some other templates as well.
03:24Some of my favorite templates are in the Calendars.
03:27You might think well I use Outlook for my calendar, but what about printed
03:30calendars that you might create?
03:31Let's take a look, for example, at a 2011 Lunar calendar that we can create and
03:38add our own dates to.
03:39This is a fairly large template, so we'll wait for it to download.
03:43And you'll find in here 12 pages, fairly predictable January, February, March
03:49and so on, that you could add company dates to and then print.
03:53So again, not the kind of document that we typically think about turning to
03:57Microsoft Word to create, but as you consider what's available to you in Word,
04:02increasingly you'll find a use for all of these different kinds of templates
04:07that you and other users have created.
04:09One last category before we leave, there's some really wonderful Planners for use in
04:15project planning and other planning inside your business.
04:18This is the kind of document you might be asked to create fairly often.
04:22And there's a wide range of different Planners, from a meal planner that could be
04:26used in a cafeteria, to an academic planner, to an event schedule, to a simple
04:32Weekly appointment sheet.
04:34So if this is the kind of information that you need, you'll find that someone
04:38has already put this together for you, again you don't need to create the table.
04:42You don't need to put in the numbers for the times, or the days of the week.
04:45Tou can simply take this template and create your document, having had a
04:50substantial head start provided by Microsoft and other users around the world.
04:54If you're creating a simple document, it's often easiest to start from scratch.
04:58But if you're creating a more specialized document, you may be able to save
05:02minutes, or even hours of effort, by simply stepping backstage and starting with
05:07the template from your computer or from the Microsoft Office site.
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Making it easy to find and open documents
00:00You already have a Word document that you need to edit, print or send by e-mail.
00:05There are several ways to open a document created in Word 2010, earlier versions
00:10of Word, or any Word processing application.
00:13For example, if you have recently opened a document in Word, it may be on the
00:18Recent items list on the Windows 7 Start menu.
00:21I point toward 2010, and this shows me a list of the documents that I have
00:26opened in Word 2010.
00:28In other versions of Word, this might be a consolidated recent list that would
00:32show you documents created in Excel or Word or any other application.
00:36And so my Two Trees handbook that I'd like to open is available here, and I
00:41can click to open it.
00:43Now if it hadn't been on the Window's list, which is a relatively short list,
00:48it might still be on the list of Recent documents that Microsoft Word keeps track of.
00:54So I could go in, open Word, and see is it on my Recent document's list here in Word.
00:59Here is one of my favorite Office features, which is Pinning.
01:03I can ensure that this document stays on this list by pinning it here.
01:07Then when I open Word, it will always be here.
01:11But if you have Window 7, you also have Pins available to you out here on this list.
01:17So I can pin items to my Windows System List for every application in
01:23Microsoft Office 2010.
01:26What if I haven't opened a document recently, and it's not on my Window's list,
01:30and it's not on my Word list, and I still need to open it?
01:34Well, then I'll need to go find it.
01:36I can click Open to display the Open dialog box, and then I can browse to find
01:41my document, or I could actually Search to find my document.
01:45These are all of the libraries that are available.
01:48This consolidates all the document libraries on your own computer. You may be
01:52looking, some place more specific, but as soon as you get to the folder that you
01:56believe this document is in, you can begin typing text, and you'll notice that
02:01you'll find lots of information that will allow you to locate the particular
02:05document you are looking for, and then click Open.
02:10When you open a Word 2010 document, it just opens.
02:13Documents from Word 2003 and Word 2007 also open directly, although the title
02:20bar will show that Word 2003 and 97 documents are opened in Compatibility mode.
02:25This document is not in Compatibility mode, but if we open, for example, this
02:30document, a Word 97 to 2003, we can't know which version document, but we can
02:37still edit that here in Microsoft Word 2010.
02:40We just won't access to all of the Word 2010 tools while we work on this
02:45document in Compatibility mode.
02:47Documents saved in other formats, like Open document, or Works, or WordPerfect, or
02:54older versions of Word are also converted as you open them.
02:59For example, we have a document that was created in an Open document format,
03:06so I'll switch to All Files here in the Open dialog box to see this Report Enhanced.wps.
03:14Again, a wps file, not a doc or a docx file, and if I open this document, you'll
03:21notice that it opens in Compatibility mode, but it displays very well.
03:26And if I go backstage, I can convert this document to become a Word 2010 document.
03:35So when you need to open a document, don't immediately choose File and then choose Open.
03:40If you have opened the document recently, use the Recent list, here in Word or
03:45in Window 7, or in Windows Vista, or to really speed up your access to Word
03:50documents, pin the documents you are working on on a regular basis on your
03:54Recent documents list, here in Word or in Windows.
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Saving a Word document for yourself or others
00:00After you create or edit a Word document, you'll want to save it.
00:04Actually, you should save a document frequently while you're working on it to
00:08avoid losing your work if the power goes out, or if you're interrupted and
00:13simply walk away and forget.
00:15You can save a document in different formats so that other users can open the
00:19document, even if they don't use Word 2010.
00:22So let's take a look at the different ways that you can save a document in Microsoft Word.
00:27The easiest way to save a document is simply to click the Save button on the
00:32Quick Access toolbar, or choose File > Save, or hold Ctrl and hit the letter S.
00:39Any of those will open the Save As dialog box.
00:42Choose a location for your document, here at the top.
00:46If you're the only person using the document, once you've entered a File name,
00:50this is all you need to know, that a File name that Word automatically entered
00:56was the text in my very first line of my document.
01:00It will choose text until it either runs into where you've pressed Enter or
01:04where you have some punctuation.
01:06So, for example, if we had Galleries in Word 2010 - a retrospective, we would
01:12still see just Galleries in Word 2010 as our title.
01:15So I have a location. I have a title.
01:19I'm going to click Save. And I'm all set.
01:22If I'm the only person using this document, I can just go back in Recent.
01:25I can find it anytime I want to.
01:27I can pin it, or its file location here.
01:30I can pin the document in Windows 7 on the Word Application menu.
01:35But what if I want to share this document with some other people?
01:38Well, first, I might want to save this document with people who haven't yet
01:42upgraded to Word 2010.
01:43And so I can always save this document as what's called a compatible document.
01:49I can go to File and Save As, or I can go to Save & Send.
01:53I have a couple of different choices.
01:55If I go to Save & Send, I can Change the File Type, and I have the choice of
02:00Word 97-2003 document right here.
02:03I also have the ability to save this using the OpenDocument format, which makes
02:08it easy to open in a whole wide range of applications including, for example,
02:12WordPerfect and Google Docs.
02:15I can save it as Rich Text, which is less formatting, and which would allow me to
02:19open this document in WordPad.
02:22So all of these choices are available under Save & Send > Change File Type.
02:27If I know my File Type, I can also simply choose Save As.
02:31And I can choose a specific File Type, a Word 97-2003 document, for example, a
02:39PDF document, a Microsoft Works document.
02:42Once I've chosen, for example, a Word 97- 2003 document, and I choose Save, I now
02:48have a document in Compatibility mode.
02:51I actually have two documents.
02:53One is the document that we're saved as a Word 2010 document, and its
02:58extension will be .docx.
03:01And I have the same document saved in a compatible format, the one I see on my
03:05screen now, that will have the file extension of .doc.
03:08Maybe I want to save this document in such a way that the user who receives it
03:14won't necessarily be able to edit it.
03:16It's not important that they edit it.
03:17And I don't necessarily know they have Microsoft Word.
03:20Or I want to send this document to somebody so that they can't edit it at all.
03:25And I don't care what they have on their computer.
03:27I just want to make sure that they can't alter the document that I'm sending them.
03:31In either of those cases, I'm better off saving this document as either a PDF or an XPS.
03:38A PDF document is the document that I will read or display on my screen using a
03:43free Reader that's available widely from Adobe.
03:47The document is going to look the same whether it's opened here or on a Mac, on
03:52a Linux system, any kind of computer.
03:54And it's hard to change the content, unless you happen to have a product from
03:59Adobe that will do that.
04:00If I send this document as an XPS document, this is a relatively new format.
04:05Like PDF, it's read-only. It's uneditable.
04:09However, this document will open in a browser.
04:11So I don't even have to download Adobe Acrobat Reader in order to view this document.
04:18So let's take a look at saving this document, for example, as an XPS or as a PDF.
04:23I can do that here to send them through e-mail.
04:27I can do it on this File Types link, if all I want to do is create the PDF or XPS
04:32and not send it by e-mail yet.
04:35And I can simply click.
04:38And it will ask me do I want to save a PDF or an XPS, two limited choices, so
04:43let's save an XPS document.
04:45Let's open the file after publishing.
04:47And let's see what that's going to look like.
04:49And again, what I'm going to have is a document that is well-formatted, just as it is in Word.
04:55And it opens up in a browser on most computers, or in an XPS Viewer. Again, this
05:00is optional because I'm running Windows 7.
05:02But this is a widely usable document.
05:06My other choice, knowing my File Type, was to go backstage to File > Save As and
05:11to simply choose on my list XPS, for example, or PDF.
05:16Now let's say I add some more text to my document, and I want to save it again.
05:22If I click Save, this document will be saved using the same name, Galleries in
05:26Word 2010, in the same location I saved it in the first time.
05:30And I don't need to do anything else to save this document with this file
05:34format, with this name in this location.
05:38But perhaps I want to change the File Location,
05:41I want to change the file name, or I'd like to change the File Type.
05:45In any of those events, I'm going to choose File > Save As and make some changes
05:50here in Word Backstage to change either the location of the file to a new
05:54folder, to change the File Type, or to edit and change the File name.
06:01When I do that, I will end up having two copies of this file, one with the old
06:05name, location or file type and another with the new name, location and/or file type.
06:10Remembering that Word 2007 and 2010 use newer file formats than older versions
06:16of Word, you may be opening a lot of documents in Compatibility mode in your
06:20organization for awhile.
06:23Some Word 2010 features are not available in Compatibility mode,
06:26the features that don't exist in the older version of Word. For example, Text
06:31Effects here is grayed out while we're in Compatibility mode because it's not
06:35available as an option.
06:37If all the people who use a document finally moved to Word 2007 or 2010, then
06:43you can convert this document to a newer format, and all of the newer features
06:47will be available for you to use.
06:50Whether you're saving a document for your own use or saving it to share with
06:53others, Word 2010 provides appropriate file formats for saving and sharing
06:59your document.
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Printing a document and choosing a printer
00:00We have entered some text, saved our Word file.
00:02And now we're ready to print our document and distribute it to others at the
00:06meeting, or place it in a file drawer.
00:08Previewing and printing your document is really easy with Word 2010.
00:13To preview your document and see how it will look when printed, or to send your
00:17document to the printer, either hold Ctrl and hit letter P, or click File and
00:24then Print to see the combined Preview and Print Settings in Word 2010.
00:30The Preview appears on the right-hand side.
00:32There is a Zoom slider here that will allow us to look at the document in
00:36more or less detail.
00:38As you get to smaller sizes, you can get to see more pages at one time.
00:42So you can see a lot of your print job at once, if that's what you wish to do.
00:46Notice you also have a scrollbar that will allow you to scroll and a button that
00:51will let you zoom to a particular page.
00:53So if I move, it will go by page.
00:56Turn this off, and I have my other zoom back.
01:00On the left-hand side, I see my printer and the number of Copies.
01:04If you want to print to a different printer other than the printer listed, click
01:09the down-arrow to see a list of all of the printers that are available to you.
01:13Some of the printers may not be physical printers.
01:15For example, if you have Adobe Acrobat loaded on your computer, you'll see
01:20Acrobat PDF as a printer.
01:22This is a virtual printer, not an actual printer.
01:25Here's a Fax machine that we can print to.
01:28Here's the ability to send this to Microsoft OneNote, which is an application,
01:33again not a printer,
01:34and then Snagit 9 which is an imaging application, so many times when we say
01:38Print we don't necessarily mean print to a physical printer.
01:41We can also print to these virtual printers, as well, or to other applications.
01:45If the printer that you want does not appear on the list, simply click the Add
01:50Printer link and choose a printer from your network.
01:54Print to File is something that is used only rarely anymore.
01:57You don't have a reason to use it typically because you have the ability to
02:01print directly to applications like Adobe.
02:04If you want a printer to be your default printer, your all-the-time printer
02:09whether it's a printer you've just added or another printer,
02:11you can't set that here.
02:12The default printer has a green check mark next to it, showing that it's the default.
02:18If you've chosen a new printer to use with Word and you want to set your default
02:22printer, you need to go out to Start, to the Windows Control panel, to View
02:28Devices and Printers. Choose the printer you want, for example, this
02:32Hewlett-Packard Color Jet, right- click and choose Set as Default Printer.
02:37If I do that, that check mark will move over to this printer.
02:41And the next time I print, this will be my default printer, not just in Word
02:46though, in every single application, because now we're not setting these settings
02:51in Word, we're setting these settings in Windows.
02:54So don't do this to simply change printers from Microsoft Word or for one application.
02:59This is your Windows default printer that you're setting here.
03:04And it's easy enough, back here in Word, to simply choose the printer that you do
03:07want, perhaps a color printer sometimes, a black-and-white printer at other
03:11times, or sending it to a fax on other occasions.
03:14Now I can set the number of copies that I want to print, having chosen my printer.
03:19Click the Print button and leave to go walk to my printer and pick up my print job.
03:24We've just printed our first document using the default Print Settings.
03:28To change your Print Options, see Setting Print Options later in this chapter.
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Setting print options
00:00When you're ready to print your document, you can use Microsoft Word's Print
00:04settings to customize your print job.
00:07Choose File to go backstage and then select Print.
00:10In the previous movie, we set the number of copies and chose a specific printer.
00:15The print settings below control what you want to print, whether it should be
00:20print single-sided or double-sided, how multi-page documents should be assembled,
00:25the Orientation of your paper, Paper size, Margins, and the number of pages that
00:32should be printed on each sheet of paper.
00:34Let's take a look first at the Print area.
00:37The default choice is to print all the pages.
00:40However, if we wanted to print just two paragraphs from page 5, we could select
00:45those paragraphs, then come Backstage and choose Print Selection.
00:50We can print only the Current Page.
00:52It's helpful to know what page you're on.
00:54But if you haven't changed what you're seeing in the preview, this is the current page.
00:59You can also move to a different page and print a different page.
01:02So now my current page is page 5, and I can still print the Current Page.
01:08I can print a custom range of pages.
01:10If I do that, I'll be using this dialog box.
01:13If I wanted to print, for example, pages 1 through 7, I could go 1-7, and that
01:20would print 1 through 7.
01:21But let's say I wanted to print pages 1 through 5, skip 6 and print 7.
01:27That would look like this, 1-5,7, will print 1, 2, 3, 4, 5, 7.
01:36I can also print different attributes.
01:39I can, for example, say that I want to print just the properties of the
01:42document, the items that you see when you have Info chosen Backstage.
01:48If I have people reviewing a document, I can print Markup.
01:51I can get an inventory of different elements of the document.
01:55And then finally, I can print only the odd pages or only the even pages in the document.
02:01This has to do with how you might think about turning a stack of paper over
02:06in order to print the opposite side in a printer that only prints one-sided at a time.
02:11This is one way people handle wanting to print two sides of a page, which is
02:15called duplex, on a printer that can only handle one-sided printing, or simplex printing.
02:20So I'm going to return this to Print All Pages.
02:24Here is my Print One Sided, Print Both Sided.
02:27Now my choice is that I can print manually on both sides, which means I'm going
02:31to print all of the pages on one side, and then I'm going to go over to my
02:35printer, turn the pages over, line them all up, put them back in the feed and
02:39print the second side.
02:41I don't have a choice here that says print on both sides automatically, which
02:45means that this printer can't do that for me.
02:48This is a one-sided printer.
02:50Another choice that you might see is automatically print on both sides.
02:54My next option is what do I do with this really large print job? I have 24 pages.
03:00Let's say that I want to print five copies to distribute these at a new
03:03employee orientation.
03:05If I choose Collated, then I will get five sets 1, 2, 3, 4, 5 through 24.
03:11If I've choose Uncollated, I'll get five copies of page 1, followed by five
03:15copies of page 2, followed by five copies of page 3.
03:18Good for handouts, but not good for an employee manual.
03:22The default here is Collated.
03:24If you want a print job where you want the pages to be in separate piles when
03:28you're all done, you will want to change this setting.
03:31This is my Paper Orientation.
03:32Currently, my paper is in Portrait mode.
03:35Look what happens when I change to Landscape.
03:38My preview changes, and now on my 8.5X11 paper, the 11 inch is the way that
03:44the text is oriented.
03:46I can change this here.
03:47I can also change this, as you'll find out later, on the Page Layout tab.
03:51If I change it here, it will be changed in that location as well.
03:55This is where I choose my paper size.
03:58Am I printing this on the default letter paper, on a legal paper, on some of the
04:02A size papers, which are more commonly used in Europe than in the United States?
04:07Here's my tabloid paper.
04:09I want to print Envelopes.
04:10So we're going to choose a particular paper.
04:12If I choose Legal paper, notice that my preview changes.
04:16Now I only have 20 pages of text to print, and I'm on much longer paper that
04:21won't fit in most of the binders that we have kicking around the office.
04:24So we'll change back to Letter.
04:26Margins, which I can also set on the page Layout tab, are set here as well.
04:32So I can actually see my preview as I change my margins.
04:36The default margins Normal are 1 inch all the way around.
04:40In previous versions of Microsoft Word, they actually left more room on the
04:44left and the right,
04:46one-and-a-quarter inch margins, and you'll notice as I make that choice, my
04:49preview on the right changes, my page count changes.
04:52This document is little longer if I have wider margins.
04:56Or I could choose narrower margins.
04:59Print this on less pages, but clearly now I have a document that it would be
05:03really hard to three-hole punch and put in a binder.
05:07Whatever choices I make here are also going to be reflected on the Page Layout
05:10tab, as well as in my preview.
05:13Finally, I can print multiple copies on a page.
05:15So I could have a document that I want people to have in their hands, but I
05:19could print this 2 up, 4 up, 6 up, or 2 Pages Per Sheet, 4 Pages Per Sheet, 6 Pages Per Sheet.
05:27So, for example, if I just want to create this document and say I'd like to
05:30print 2 Pages Per Sheet, then on every page of paper in the printer, this will
05:34be managed by the printer, it will print 1 and 2 on one page, 3 and 4 on the next,
05:39and so on so that I can have a smaller size.
05:43There are people who use this style of printing for documents that they want to review.
05:47Those folks have very good eyes, and it's a nice size.
05:50It cuts the amount of paper you have to carry around in half to do quick
05:54overviews of documents, for example, while you're traveling.
05:57The default, however, here is 1 Page Per Sheet.
06:01All of these print settings are stored with the document.
06:05So if I change these settings, the next time I print this document, the
06:10print range, what I'm printing, the Margins, the paper size, and the other
06:14settings will still be set.
06:16So I don't have to worry about doing this each time I print the document.
06:19I can do it once Backstage, save those settings, and it will be able to print
06:23this document in the same fashion each time I print it.
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3. Editing Text
Selecting text using the mouse and keyboard shortcuts
00:00If we use Word like a typewriter, just entering text and printing and closing our
00:04files, we probably don't care about being able to select text.
00:08But as soon as you want to format, or you want to change the text that you've
00:13already entered in your document, you need to be able to select.
00:16You can select text using the mouse or the keyboard.
00:19You can select characters, words, sentences, and paragraphs, and you can
00:23select these things, even if they aren't next to each other, even if they aren't contiguous.
00:28To select any amount of text, you move the mouse so that your insertion point is
00:33in front of the text that you want to select.
00:35So you'll click once, then you'll hold the mouse, and you'll drag.
00:37As long as you don't release the mouse button, you are still in the process of selecting.
00:43So when you have the text selected that you wish, go ahead and release the mouse button.
00:48If you start in the middle of a word to select, you'll notice that the
00:51entire word gets selected.
00:53Word assumes that if you move outside the boundaries of one word that you
00:57intended to select the entire word that you were working with.
01:02If I select a group of words, I can then hold the Ctrl key and select
01:09another group of words.
01:11Now to select using the keyboard, just a random area of text, I can either
01:17Click+Shift and click somewhere else, or I can Click+Shift and use the
01:24arrow keys to select text.
01:27If I then wanted to select another block of text that's not contiguous, I can
01:32let go of the Shift, hold Ctrl+ Click and then select additional text.
01:37If you're going to select multiple non- contiguous blocks of text, you're better
01:42off using the mouse.
01:43Now some shortcut keys with the mouse, to select one word, double-click in the word.
01:48To select one sentence, hold the Ctrl key down.
01:52Click anywhere in the sentence.
01:54You'll notice that Word knows where a sentence ends, because it ends with a
01:58period, a question mark, an exclamation point, some terminal punctuation.
02:02So Ctrl and click anywhere to select an entire sentence.
02:06To select a paragraph, move to the left until the pointer point back to a right
02:12pointing arrow and then double-click or triple-click anywhere in the paragraph.
02:19You have to be fast on the triple click, or it treats it as a double-click and
02:23then a single click, but three clicks will select the entire paragraph.
02:27Now what if you have text that spans across pages or spans past the screen?
02:32I think this is one of the hardest things is as you scroll and pull down, the
02:38document will start scrolling fast and farther down you pull, the faster it will scroll.
02:43So if I pull way down, notice I get a pretty quick scroll, and I can easily
02:47select more text than I want to select.
02:50Don't be afraid to use a combination where you click and then you scroll to the
02:55point where you want to end.
02:57Hold Shift and click again in order to select a specific section that's off the screen.
03:03But also remember, as I'm scrolling, faster perhaps than I want to, rather than
03:08letting go, I can always simply pull back up and stop the scroll and select the
03:12text that I want to select.
03:14To select the entire document, we have several ways to do it.
03:18You can go out to the left, and where we double-click to select a paragraph, we
03:23can triple click to select the entire document.
03:26But the shortcut key for this is really easy to remember: hold Ctrl and hit A
03:31for all, and the entire document will be selected.
03:34There are other keyboard shortcuts that are worth knowing.
03:37Press Home to go to the start of a line, for example; End to move to the end of that same line.
03:44And if we hold Ctrl, it always amplifies the key that you're already pressing.
03:49So if I hit Home, I go to the start line. Ctrl+Home=,
03:53I go to the start of my document.
03:54Ctrl+End, I go to the End of my entire document.
03:58Shift is used to select.
04:00So if, for example, I wanted to select all the text from here down, I can do
04:04that with the mouse.
04:06If I held Ctrl+End right now, I would go to the End.
04:09If I add Shift, Ctrl+Shift+End, I'll select all of the text between here and the
04:14end of the document.
04:15So Ctrl to amplify, Shift to select.
04:19If you're selecting entire your words or paragraphs, it's almost always
04:24faster to use the mouse,
04:25double-click or to triple click.
04:28If you're selecting irregular blocks of text that are not next each other, the
04:33mouse is also a better bet in combination with the Ctrl key.
04:37But if you're selecting the entire document, or moving to the start or the end
04:41of a document or a line, the keyboard shortcuts are almost always the fastest
04:46way to move around.
04:47To be really efficient in Word 2010, learn to use text using both the mouse
04:52and the keyboard shortcuts and use whatever makes the most sense as you're
04:56editing your document.
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Rearranging text using Cut, Copy, and Paste
00:00We're going to focus on three commands:
00:02Cut, Copy, and Paste.
00:04Cut and Paste are used to rearrange text in your document, to move the third
00:10paragraph of your document the top so it becomes the first paragraph.
00:13Copy and Paste are used to duplicate text, to put another copy of the third
00:18paragraph somewhere else in your document, or in another document.
00:22If you have a lot of rearranging to do, you can also use the Office Clipboard,
00:27which we'll look at.
00:28First, to move text from one location to another, you always begin by
00:32selecting the text.
00:33So, for example, this is Paragraph 1, Paragraph 2, Paragraph 3.
00:38We need to move Paragraph 2.
00:40So we'll select Paragraph 2, and then we'll cut Paragraph 2.
00:44Three different ways to do it.
00:46One, to use the Cut command here on the Home tab in the Clipboard group.
00:52Second, to right-click and choose Cut from the context menu.
00:56And third, to use the Windows command which is to hold Ctrl and hit the letter X for cut.
01:04The text that we just selected and cut didn't go nowhere.
01:07It went to a very specific place.
01:09It went to the Windows System Clipboard, which can hold one item at a time.
01:14If we don't paste this somewhere soon and we cut something else, we'll
01:18actually loose it entirely.
01:19So when I cut, I want to paste straightaway away.
01:22I'm going to position my insertion point where I'd like this text to go, and
01:27I'm going to paste it.
01:28Three different ways.
01:30One possibility is to click the Paste button.
01:32Another is to right-click in this location and to choose one of my Paste Options.
01:38Now you can just choose any of these.
01:40Keep Text Only says bring the text in just as the text around it appears.
01:45The second choice is to bring the text in with the formatting that it has.
01:48And the third is to bring the text in using the formatting that this document has.
01:52So you'll notice that in this third choice, Keep Text Only, it simply drops the
01:57text down without any formatting whatsoever, and I loose my formatting where it
02:01has paragraph two bolded.
02:03So don't be afraid to look at one of these or the other and say which one works the best.
02:08If you Keep Source Formatting between documents, it's often a bad habit later.
02:13So I would encourage you to work with merging formatting and Keeping Text Only.
02:16But we'll go ahead and Merge Formatting and bring that text in.
02:20There's an extra space that I brought in.
02:22I'm going to move my insertion point and hit Delete to get rid of it.
02:27Notice that this text is now All Bold. That sometimes happens in a Copy and Paste
02:31operation or a Cut and Paste.
02:32So I'm simply going to go Unbold it.
02:35Now I can also copy this text and put it somewhere else.
02:38I'm going to copy this text, and we'll move it to the very end of our document.
02:44Press Enter a couple of times and simply paste this text.
02:48Again, three different ways to do it, using the Clipboard, for example, or
02:52Ctrl+V, or to right-click and choose Paste from the Context menu.
02:58So three different commands:
03:00Ctrl+C to Copy, Ctrl+X to Cut, and then Ctrl+V to Paste.
03:06You might wonder where the V comes from.
03:08It's actually the proofreaders mark, that downward pointing arrow that says
03:12insert some text right here, that's where that V comes from if it helps you to remember it.
03:18Now if I simply want to cut and paste a couple of things, this is a fine way to do it.
03:24However, if I wanted to cut and paste a number of items, or if I want to
03:28collect some things that I want to paste into one document, then there's a
03:32better tool that I can use.
03:34The Windows Clipboard holds one item at a time.
03:37The Office Clipboard can hold 24 items.
03:39It's accessible to me simply by clicking this down arrow.
03:43You'll notice that there's one thing sitting on the Office Clipboard, one of 24,
03:48which is the paragraph that I most recently cut or copied.
03:53I'm going to click Clear All.
03:55So I start with a clean slate.
03:57And now let's take a look at how we might rearrange this document.
04:01So I know that 1, 2, and 3 are fine, but, for example, Paragraphs 4 I'd like to
04:07cut, and notice now that it's put on to the Office Clipboard,
04:11it's no longer in my document.
04:13Paragraph 6, we'll cut it, and notice that each of them is been added here.
04:18So I'm selecting paragraphs and cutting them.
04:20I don't necessarily need to cut them all, because I can rearrange the ones that
04:27are here in one other way.
04:29I'm going to delete the paragraph that we copied so it doesn't confuse us.
04:33I can always move within a document by dragging an item from one location to another.
04:39So I begin by selecting some text.
04:41For example, I'm going to select Paragraph 7.
04:44And I want to move it above Paragraph 8.
04:46So I begin by selecting the text, and then I point to the text.
04:51If I hang around here too long, I'll have other tools that start to show up,
04:54like the Mini Translator, for example.
04:55What I want to do is after I've selected the text, rather promptly, drag that text
05:01to its new location.
05:02Notice the insertion point moving and then let go on my mouse button to drop it.
05:07Notice that Paragraph 7 does not show up on the Office Clipboard, and it never
05:13went to the Windows Clipboard.
05:14When you move items using drag and drop, Word is managing that transaction
05:19itself, and you're not using any clipboard space to do this.
05:22So now I'm ready to start pasting my other items in, but I have a chart that I
05:28want to add to this document as well.
05:30So I'm going to slide over to my Microsoft Excel and grab that chart while
05:33I'm thinking of it.
05:35The chart is right here.
05:37I can select the chart and copy it, and when I go back to Word, you'll notice
05:42that that chart also appears here on my Office Clipboard.
05:45The office clipboard works for PowerPoint as well as Excel.
05:50So I'm going to put Paragraph 4 right here.
05:54Notice I need to just press Enter an extra time, not a big deal.
05:58Add Paragraph 5, add Paragraph 6, 7, 8, and at the end I have paragraph 9.
06:05Then finally I'm going to add my chart from Microsoft Excel.
06:10You can also paste items from the clipboard all at one time.
06:13So I have all of these items lined up in this order on my clipboard.
06:17If I created a new document, I can simply paste them all at once.
06:21That's an easy thing to do.
06:23So if you collect items in order, you can do a bulk paste all at once, and it
06:27will dump the clipboard in reverse order.
06:30Notice the chart is last and Paragraph 4 is first.
06:34So it will dump them in the order in which you collected them.
06:37So you can feel free to use the Office Clipboard as a means of collecting
06:40a number of different things that you want to paste in a particular order
06:45when you're all done.
06:46If you want to clear your clipboard, because you're done with it and ready
06:49to proceed with another operation, simply choose Clear All, and you'll clear the clipboard.
06:54If I close with both Excel and Word without clearing the clipboard, the
06:58contents of the clipboard will be dropped, except for one item, the last item
07:03that I copied or cut, which will remain not on the Office Clipboard, but on the
07:07Windows System Clipboard.
07:08We've been copying, cutting, and pasting largely text, but as you notice with
07:12the chart, you can use the same Copy, Paste, and Cut commands with images,
07:17charts and other graphics.
07:19To move items from one location to another, or to create one or more copies of
07:23selected text or graphics, simply use the Cut, Copy, and Paste commands.
07:28But to rearrange a document, or to collect multiple text selections or objects to
07:33paste into one location, you should always use the Office Clipboard.
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Undoing and redoing actions
00:00Do you ever edit your document, make a change, and then almost immediately wish you hadn't?
00:05You can undo and redo up to 100 changes in Word 2010.
00:11And you can repeat any action you take as many times as you wish.
00:15Let's focus for a moment on the Quick Access toolbar.
00:18There are three buttons here.
00:20The first button is Save, but then we have an Undo button.
00:23And the second button is usually a Repeat button. It shows a cycle.
00:27But if we recently used Undo, it will turn into a Redo button.
00:31That reverses the Undo.
00:33So it's an Undo-Undo button.
00:35We are going to Select and Delete a paragraph in our document.
00:40And we are going to do that again.
00:42We are going to Select another paragraph and Delete it.
00:45And then we are going to Delete a third paragraph of text.
00:50But maybe we wish we hadn't deleted paragraph number 4.
00:54We can easily undo this one deletion.
00:58The shortcut key for Undo is Ctrl+Z. But we can also click the Undo button here
01:03on the Quick Access toolbar.
01:05Either of those will undo the last action we did.
01:09To undo more than one action, we could hold Ctrl and hit Z twice more to restore
01:15all of the actions that we have taken.
01:17Let's go ahead and cut again three times, and remove paragraphs 2, 3, and 4.
01:26Now, once we click Undo, notice that our Repeat button changes to Redo.
01:33In other words, take it away again.
01:35Let's Undo, Undo, Undo, and we can then Redo, Redo, Redo.
01:40So you can spend all day doing this, going back and forth between cutting
01:44text and replacing text.
01:46However, we don't have to click Undo three times.
01:49There is actually a History that's kept.
01:51Now, the History is a little cryptic.
01:53If you didn't know what you just did, it would be hard to tell what it is.
01:57But this says I want to Undo a Clear, which is a Delete, and I want to
02:02actually Undo 3 of them.
02:04So I can move all the way down here and Replace all 3 of those items at one time.
02:10Notice that because I did it at once, there's only one Redo available to me,
02:14which is to get rid of 1, 2, 3.
02:17So here is my bulk process, this History button on my Undo button.
02:22Now let's Select and Bold some text.
02:27To repeat this formatting action, notice I don't have a Redo button, because I
02:31haven't undone anything recently,
02:34I have a Repeat button, which would allow me to repeat the Bold.
02:38So I could select some other words, and I could click Repeat.
02:41That's actually a long way to go to do that, because I am bypassing the
02:45Bold button on the way.
02:46This is a good time to know the shortcut key for Repeat or Redo, which is
02:52Ctrl+Y. So if I wanted to repeat that formatting change on other text, I can
02:58just select text, hold Ctrl, and hit Y, or I can hit the Repeat button.
03:03You can repeat an action as many times as you wish.
03:07So I use Undo when I have taken an action and want to change my mind about it,
03:13such as deleting this text.
03:16I use Redo to undo the Undo.
03:20And I use Repeat when I have taken an action and then want to take that action
03:26again on another selection of text.
03:29Some actions cannot be undone.
03:31For example, you can't undo printing a document.
03:35You can't undo saving a document.
03:37And if there is no action to undo, the Undo button will be grayed out, as
03:42it appears right now.
03:44The Undo History is totally reset whenever I save my document.
03:48So if I save my document right now, there's not only nothing to undo, there will
03:52be nothing left to redo.
03:54And anytime I close Microsoft Word or save a document, these Histories
03:57are totally deleted.
03:59Remember then that any time you work in Word, you can always undo an action
04:03that you have taken, as long as you haven't saved since you took that action.
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Finding and replacing text
00:00With Word 2010's Find and Replace editing features, you can find text in your
00:06document, then replace that text with different text.
00:09A reminder, as we learned in Chapter 1, when we click the Find button, we can
00:14open a Navigation pane that doesn't really do a Find operation. It really does a Search operation.
00:20So if we wanted to look for all the instances of the word "gallery," we return,
00:25the kind of results that that we would get if we did a search on "Bing" or "Google,"
00:29a list of items, not simply one item, then another then another, so that we can
00:35find text in our document, each occasion of some particular text.
00:40But if you're searching for text with the goal being replacing that text with
00:45some other text, you should start not with Find, but with Replace.
00:50When you choose Replace, it will open the Find and Replace dialog box, and you'll
00:55look at the Replace tab.
00:57It actually will pull that text from your Search box over here in the Navigation
01:01pane, and I can say I'd like you to search for the word "gallery," and from the
01:06current insertion point, if I choose to go to the next item, it will move and
01:12notice that the dialog box kind of hops around a little bit as well to the end
01:18of the document, and then it says it's at the end.
01:21Do you want to go back to the beginning because we started search in the middle,
01:23and I'll say, Yes, and it will start at the beginning and work its way down.
01:27Now you have some creative ways to make all of these items work on the screen at one time.
01:32For example, you can Restore this dialog down, and close the Navigation pane, and
01:41then move this box to the right and switch back and forth between them, or with
01:47the Replace dialog box open, you can zoom and make your document text smaller so
01:52it actually fits next to.
01:54And that way this dialog box won't move as you look in your document.
01:58So I'm going to Find Next again, and you'll notice it's much easier now when I
02:02don't have to be moving the dialog box from one place to another.
02:06The point of replace, though is to change one thing to another and in this
02:10document, when it was typed, the person who entered it entered text about the
02:14Home menu and the Insert menu, and these are absolutely not menus anymore, on
02:19the Ribbon they're called Tabs.
02:21So we're going to say find each occasion of the word "menu" and Replace it
02:26with the word "tab."
02:28I haven't specified any formatting at all, and so we're going to take a look
02:32and say let's start with wherever we are in our document, perhaps at the start,
02:37and find the next one, and it will take us to menu, and we can say, okay Replace that one.
02:42Home menu yeah, Replace that one, and if we wish, we could say simply Replace them All.
02:48And it says I did it nine times what do you think? We can say OK.
02:52So every time the word menu appeared, it replaced it with the word tab.
02:57The word menu is kind of an interesting word in some respects.
03:00It's rarely a part of another larger word.
03:03Tab on the other hand, if we replaced every instance of tab with menu, we would
03:08get some interesting results. So let's do that.
03:10Let's reverse this to see how Replace works.
03:13And I'm going to replace the word tab, which we know occurs in here at least
03:16nine times, with the word menu.
03:19And I can say okay I'm looking to replace tab with menu.
03:22Let's Replace them All, and it says I did it 14 times.
03:26It actually did it in times that I wouldn't have wanted it to.
03:29It says you can use these galleries to insert menules, hmm, well that's a word
03:35that a moment ago was tables, tables.
03:39So Word actually did exactly what we asked it to do, and that's not necessarily
03:44as helpful as we would like it to be.
03:46So I'm going to go back and we're going to undo this replacement, this Replace
03:51All so everything is back to where it says tab again.
03:54We're going to take a look at some options.
03:56For example, Find whole words only would be helpful.
04:00Don't find tab as part of table, find tab only as an entire word.
04:05Now if I Replace All, it shouldn't do it 14 times, it should only do it 11 times,
04:10and my word tables is untouched here.
04:13There are some other search options that you might want to know about for
04:15Search and Replace.
04:16For example, Matching Case, I'm looking for a word that should be Insert,
04:21Insert, so I could tell it to match exactly the case of what I tell it to find.
04:27Now there are some other things that we can do here with Find and Replace that
04:31we can't do in the Navigation pane.
04:33For example, in my document, I might want to search for a place that someone
04:39pressed Enter twice or hit the Spacebar twice, and those kinds of choices I can
04:44find by saying I'm looking for particular formatting.
04:48So please take me to any place in my document where someone pressed Enter twice
04:53and should have only pressed Enter once.
04:55The way we would do that is we'd say throughout this document I'd like you to
04:58find any place somebody pressed Enter -
05:00that leaves a Paragraph Mark, by the way - and replace it with nothing, but
05:07one Paragraph Mark.
05:08Word will look through the document and anywhere that a user entered Enter twice,
05:13it will change it to Enter once.
05:16You can do this same thing with spaces, where there were two spaces all the way
05:21through this document, please put one space.
05:23Let's Replace them All.
05:25There were no replacements.
05:26This document doesn't have any place someone pressed the Spacebar twice.
05:29So you can search for special characters on this list. You can also search for
05:34special formatting, or you can add special formatting here to the document.
05:38For example, we are back to our language about on the menu, and we want to
05:43replace that with tab.
05:45So let's find all instances of the word "menu," and let's Replace it with "tab."
05:49But let's be very specific about how we want to replace it.
05:53When we replace it, what we'd like to do is we'd like to also make it Bold and
05:57perhaps turn it red so that it will stand out in the document.
06:01So find any occasion of the word menu and replace it with formatted text.
06:06Let's Replace them all, 11 replacements were made, and as I change into 100%,
06:12you'll see there's a red tab, red tab.
06:15So I can do some what you might think of as advanced formatting by saying I want
06:20to look for particular words and replace that instance of the word with one that
06:25is Bold or one that is Italicized, so that I can use it for particular purposes.
06:30One more reason to use this dialog box is that when I'm searching using the
06:36Navigation pane, I can search for text, I can search for Tables and Graphics and Equations.
06:44What I can't easily search for in the Navigation Pane is I can't search for formatting.
06:50But here I can search for particular formatting in my document, both special
06:54characters and text with particular formatting.
06:57If you want to find text with particular formatting or special non-printing
07:02characters, click Replace, choose the Find tab.
07:06In most Word Processors and in earlier versions of Word, there was simply this
07:10one Find and Replace tool with really the option to replace the text that you
07:16found, but no way to look at all of the text that was found at one time.
07:20That worked wonderfully for replacing text and special characters as it does
07:24here, and you also have the Navigation Pane that allows you to search for text.
07:29So Word 2010 separates searching from replacing so that you have two
07:34full-featured tools, really the best of both worlds for searching and for
07:40Find and Replace.
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4. Formatting Text
Understanding fonts
00:00A Typeface is a complete set of characters,
00:03all of the letters in lowercase and uppercase plus all the numbers
00:07and punctuation marks.
00:08A typeface may also include special symbols, like the smiley face.
00:13Traditionally, a Font was a subset of a Typeface.
00:16It was a Typeface in one particular size and style.
00:20But today, most of us use the term font when we actually mean typeface.
00:25When we say Font we mean a typeface, regardless of its size and style.
00:29Let's take a quick tour of the categories of Fonts and types of Font attributes
00:33that you can set in Word 2010.
00:37There are two broad categories of Fonts: Serif and Sans Serif Fonts.
00:43Sans meaning without as in Sansabelt pants.
00:46You'll set fonts by choosing a font from the dropdown list in the Font group on the Home tab.
00:51Some Serif fonts include Times New Roman, Garamond, Courier New, Cooper
00:58Black and Constantia.
01:01The Serif is the small decorative element.
01:04For example, at the top of the N here or on the r, the lines to the bottom of the
01:09Rs, and the Is in Courier New.
01:13The Serif's provide a visual line that guides the reader's eye from the left to
01:18the right down the letters.
01:20Sans Serif fonts are crisper.
01:23They include no Serif, or almost no Serif.
01:25For example, Arial has no Serifs.
01:28Comic Sans has slight Serifs, however, it still considered a Sans Serif font.
01:34Tahoma, Verdana and Calibri, as you look at the two different Font families
01:41Serif and Sans Serif font, you'll note that one seems easier to read than the other perhaps.
01:46Increasingly the Body Fonts that were used in Word documents are moving away
01:51from the Serif fonts that were used for years in Word processing to Sans Serif
01:55fonts which appear crisper onscreen.
01:58Each font then can be rendered in different sizes.
02:01The measurement for fonts is called Point.
02:04A Point is 1/72 of an inch.
02:07And we'll set our size by choosing a number in the Font Size dropdown,
02:12ranging from 8-144.
02:1672 Point font then is one inch high.
02:1936, half an inch, 18 Point, a quarter inch and then the more commonly used Body
02:26Type sizes of 12 Point and 10 Point.
02:30With the 10 point font, you'll get about six lines to a vertical inch on the page.
02:36In addition to choosing a font and setting a Font Size, you can also set other
02:41attributes that are called Weights.
02:43For example, Bold, a bulkier Font.
02:46Italics, the font leans sideways,
02:49often used for proper names of books, also used in places where we used to use underline.
02:55At one time, you'd type your text on a piece of paper, pull it out of the
02:59typewriter, take out a ruler and underline your text.
03:02The underlined text is harder to read than the Bold or Italics, but it's the
03:06best that we could do at the time.
03:08Now you have other options.
03:09You'll use Underline and Strikeout together sometimes to show that a document is being modified.
03:15Underline for suggested additions; Strikeout for suggested deletions.
03:20But most of the time you'll use Bold or Italics more than Underline.
03:24Subscript and Superscript takes the letters or the numbers, makes them 40%
03:30the size of full-size and then puts them either below or above the line the
03:34normal font is following.
03:36Highlighting is used in the same way you would use a highlighter from an Office
03:41Supply Store, to point out areas of the text that need to be examined or that you
03:47want to note for later use.
03:48And then finally, we can set Font Color. We have a choice of millions of colors
03:53that you can use to make your font stand out in a document.
03:57There are some additional Font Attributes that aren't available in the Font
04:01group on the Ribbon.
04:02You can click the Dialog Box Launcher and go to the Font dialog box and on the
04:07Font tab choose Small Caps or All Caps.
04:10Whether the text was entered initially in upper or lower case it doesn't matter;
04:15with All Caps it will all be in capital letters.
04:18You can also adjust Character Spacing on the Advanced tab in the Font dialog box.
04:24Character Spacing is also known as kerning, and with kerning you ask Word to add
04:30additional space, not between words but between the characters within a word.
04:34Here's a Font kerned normally.
04:36If we take that same font and condense it, notice how all of the letters are
04:40closer together, or if we expand it.
04:43So you might use expanded kerning for titles, for example, or for an entire
04:49document where you just wanted to seem roomier, however too much Kerning, and it
04:53gets difficult to tell the difference between the space between the letters and
04:56the spaces between the words.
04:59One final Font Attribute, a number of the fonts that come with Word 2010
05:04are OpenType fonts.
05:05These would be newer fonts that when they were designed were designed with
05:09more than one Style set.
05:11The font designer said, here's one possible way that this font could look.
05:15We're looking named Gabriola.
05:18It's a very decorative font, but this designer also thought there are other
05:22options for this font,
05:24more style, for example, take a look at the difference in the letter G or in the
05:28Weight given to the F's that drop below the line.
05:32This designer actually provided six different versions of Gabriola.
05:36Those different stylistic sets are available to you on the Advanced tab of
05:41the Font dialog box.
05:43For all fonts, you can also add Text Effects. These are effects that we saw in
05:47PowerPoint 2007 that you can now apply to your text in Word 2010.
05:53Click the Text Effects button in the Font group to open a gallery of choices or
05:57apply individual effects.
06:00You can Outline your text, apply a Shadow, set a Reflection or add a Glow.
06:06This would be very annoying on Body Text, so these effects are used for
06:11pullouts, for descriptions of visuals in your document, but mostly for
06:16headings and titles.
06:17Even if you use one font throughout your document, you can use different sizes,
06:22different Weights, Kerning, open Text Styles and Text Effects to highlight
06:28important concepts, or add visual interest to your document.
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Working with fonts
00:00Whether you're thumbing through a stack of documents on a tray on your desk, or
00:04looking at documents attached to e-mails that you open, when you first glance at
00:08a documen,t you quickly make some decisions about it.
00:11You know whether it seems like a formal document, or a casual document.
00:16You know whether it feels like it would be hard to read the document, or that
00:19you're been invited to read it.
00:21The first impressions that every document makes are based largely on the
00:25author's choice of fonts and font styles.
00:28We're going to take a look at some of the font choices that you can make in your documents.
00:32We'll begin by selecting all the text in the document.
00:34We'll choose fonts here on the Font dropdown list.
00:39At the top are two Theme Fonts, two fonts that are designed to go together, one
00:44for Headings, and one for Body in this document.
00:47If you can use these Theme Fonts, they are good to use, because when we change
00:51to another theme, as you'll learn about in Chapter 6, your document will be
00:56redesigned based on the fonts that you chose.
00:58If you choose Theme Fonts, they will flex.
01:01If you chose any other font, they won't. However, let's just take a look at fonts
01:05in general for an entire document.
01:08The font been used in our document now is Calibri, which is an easy-to-read Sans Serif font.
01:15Let's take a look though at applying a different font.
01:18For example, Comic Sans is equally easy-to-read.
01:21Until recently, it was the easiest to read font on your computer, not just for
01:26folks who read casually but for text readers and for the visually impaired.
01:32However, this is not a font that you'd want to use, for example, in a legal
01:36document. This is a font that is used in casual settings.
01:40On the other hand, another very readable font, Times New Roman, is used extensively
01:45in the legal community, and is used in many segments of the business community,
01:49because it's easy to read, and it's also a very formal font.
01:53Casual, formal, a mix of the two.
01:58If we change the font for just a single paragraph, we would select a paragraph,
02:02and simply choose a new font.
02:06Another paragraph, one new font.
02:11We can also change the Type Size.
02:14Simply choose a new size from the dropdown list.
02:18Notice as with fonts, that when I point to the list I get a preview of what that
02:22font will look like applied to the document.
02:25So, we'll just make this a little bit larger.
02:28I can also change my font size using the Grow Font and Shrink Font buttons here,
02:34smaller and larger, or I can use shortcut keys.
02:39If I hold the Ctrl key and hit the Greater than or Less than symbols, then I can
02:43shrink and grow my font by increments.
02:46The increment, by the way, is the increment that's in the list right here.
02:50First by ones, then by twos, then later by fours, and by dozens.
02:55I can also change my font color.
02:58I have access to over 16 million different colors that I can use.
03:02Some of them are here.
03:03There are more colors to be found on the More Colors dropdown, and I can choose
03:08some Gradient colors if I wish.
03:10This is for Two Trees Olive Oil.
03:12I might want to choose a dark green, as opposed to a black, to pick up a color
03:17theme that would speak for my company.
03:20Remember, when I do this for a document that I'm going to print, and of course,
03:23we want to have a color printer, and I'll run through that green cartridge a lot
03:27faster than I might otherwise.
03:29So I've a document that has different formatting applied, and I'd like to know
03:33more about the formatting.
03:34If I click, for example, in this paragraph, I can easily see that the font is
03:38Cambria in 12-point.
03:41I might look here and think this is the color, but this is actually the
03:44last color I applied.
03:46If I want to know more about the formatting for this particular section of
03:51text, I can hold Shift and hit F1 to open the Reveal Formatting Task Pane on
03:56the right-hand side.
03:58Notice that it's selected the entire word that the insertion point is resting in.
04:03And it tells me information about the font, about the language, and also some
04:07information about paragraphs, which we'll talk about in the next chapter.
04:11What if I wanted to compare one paragraph to another?
04:14For example, these two fonts look similar.
04:17I wonder if these two paragraphs are formatted in the same way.
04:20So I can choose one paragraph, say I'd like to compare it to another selection,
04:26and choose another paragraph.
04:28And the differences between these two paragraphs will be pointed out here in the
04:32Reveal Formatting task panes list of differences.
04:36So it tells me that the first selection uses Calibri as the font, and the second
04:41uses Tahoma as a font, and I can decide whether that's okay or simply looks a
04:46little confusing to the reader.
04:48If I want to change the font for the entire document again, I can triple-click
04:53on the whole document and simply change it all to Calibri, or if I wanted to
04:58reformat this section based on this font, I can choose the first font, click the
05:03Format Painter and paint this format.
05:07Note now that these two sections show no formatting differences.
05:12When you're done with the Reveal Formatting task pane, simply close it.
05:16Fonts give your document character.
05:19Choose your fonts wisely so that they accurately represent the contents of your
05:24document, but also so they invite your users to read more.
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Applying basic formatting
00:00Font Effects like Bold, Italics, Underlined, and Strikeout are used to draw your
00:05reader's attention to particular words or phrases in your document, or to denote
00:10that some words or phrases are going to be removed, or inserted into a document.
00:16All of these effects can be applied in Word 2010 with just one or two clicks.
00:20All of the commands for Font Effects are shown in the Font group of the Home tab of the ribbon.
00:27In order to apply formatting, I'll first need to select the text that I want to format.
00:34If the text doesn't exist already, for example, if I want to type at the top of
00:38my document some text that isn't here already, I can simply click Bold and with
00:43Bold on, I can Type New Information, and then turn Bold back off.
00:50Or if this text had already been entered, I can select it, and then click Bold to bold the text.
00:57For text that exists already, you can select using any of the methods we've
01:01talked about previously.
01:02You can select lines or paragraphs, or the entire document.
01:05I'm going to select this heading, and I'm also going to select the other
01:09headings I can see, holding Ctrl in between, and I want to bold these.
01:14Bold, which is what's called a font weight, a bulkiness, or a weight to the
01:18letters on the page.
01:20It has another name when we talk about Web publishing, and that name is Strong.
01:24So Bold or Strong text is used to emphasize a word or words.
01:28It bulks it up a little bit.
01:29It makes it stand off the page.
01:31It makes it seem denser, yet we don't really lose readability when we bold a font.
01:38Italics are also used for emphasis, for occasions where we previously might
01:43have used underline.
01:45In this text, we're seeing in quotes the words "EMPLOYEES" DEFINED.
01:50And I'm actually going to italicize the word EMPLOYEES, and get rid of the quotes.
01:58And I can do the same thing here.
01:59So the quote says -- I mean "employees", but by replacing the quotes with
02:09italics the intent is clear.
02:12Employee is the term that's been defined.
02:15And rather than have the quotes which are in a way hard to read around, it trips
02:20the reader's eye and you wonder, why is employees in quotes?
02:23Is it kind of employees, or sort of employees?
02:27By removing the quotes, and italicizing these three terms, it's very clear what we mean here.
02:32We're talking about the definition of the word "employee," and we're going to show
02:36that word several times in this paragraph where it's defined in italics each
02:41time, in keeping with our original use of the italics.
02:45Years ago, the way we underlined documents was after someone had typed them
02:50they took out a ruler and a pen and drew a line under the words that were to be
02:56underlined, because typewriters didn't always handle underlines.
03:00Then we had typewriters that actually had the ability to underscore, and you
03:05would back up an underscore underneath the text that you had typed.
03:09In that world, italics were a whole other imagining, and so was Bold, because
03:14there was no way to lean the letters over after you are done, or emphasize the
03:18more after you were finished.
03:20So, italics have come to replace most uses of underline as well as, as you saw,
03:27a use of something in quotes, it could be a song title in quotes, or a book
03:31title in quotes, or simply a word in quotes that we can use italics to represent instead.
03:36And yet there is a use for underline.
03:39One of the uses of an underline is to be able to show text that we might want to
03:45insert into a document.
03:47This is the way this is done in legal documents.
03:49This is the way potential insertions are shown.
03:52When groups or committees are discussing a document, showing potential
03:57insertions or proposed insertions with an underline is a well-accepted way to do that.
04:01So, text doesn't exist yet.
04:03I'm going to simply click Underline and say we're going to add some text here
04:08that says that we're going to propose that they are exempt from over time pay
04:12requirements and benefit calculations, a simple addition.
04:18Now by underlining that, other people who review the documents can see oh,
04:23that's something that we're going to add.
04:24On the other hand, we have the ability to show how we would propose to remove
04:29text from a document.
04:31Next to the Underline button, you see a button for Strikeout.
04:34So, we're going to get rid of whose positions do not meet FLSA criteria and, and
04:40simply strike that out.
04:41So here's our proposed insertion and our proposed deletion.
04:46And we're showing both of those using Font Effects.
04:48One of my favorite tools is a Highlighter.
04:50The Highlighter in Word 2010 is better than the highlighter that you're going to
04:55buy at office supply store, because in one pen you have 15 different colors,
05:00although some of them are relatively useless.
05:02For example, when I highlight something in black, the odds are good that it will
05:06be pretty hard for me to read it after that.
05:10So, some useful colors and some less useful colors, but if I want to highlight
05:15some words, I can simply choose to Highlight, turn my Highlighter on, and my
05:22highlighter will remain on until I turn it back off, which is a nice improvement
05:27over needing to turn it on each time I want to use it.
05:30When I'm done, I simply say Stop Highlighting.
05:33If I'd like to remove the highlighting, I can select the highlighted area and say No Color.
05:39This doesn't mean to remove any other color.
05:41It simply means to remove the color applied using a Highlighter.
05:45If you're applying Font Sizes and effects like Bold, or Highlighting,
05:50Underline, Italics, Strikeout, and other effects to create titles and headings
05:57in your document, or as a way of organizing your document, don't simply stay
06:02here in the Font group, but make sure you check out Chapter 6, Using Styles for
06:07Effective Formatting.
06:09But for a routine use of effects to highlight just a few words, a few phrases,
06:14or to note additions and deletions that are proposed for a document, feel free
06:19to do all of your formatting right here in the Font group of the Home tab on
06:23the Ribbon.
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Changing the case of text
00:00You may not use Word's Change Case feature very often, but when you need it,
00:04it's exactly the tool you need to save minutes or hours of mindless work.
00:09Let's say we've inherited a document with a few paragraphs of text that are
00:13all in capital letters.
00:16This is a format that doesn't fit well with the rest of the document.
00:20But beyond that, it's very hard to read all caps.
00:23And it looks unprofessional in a Word Document, even if it would be fine in a
00:28database report or as labels in an Excel Spreadsheet.
00:31So we don't want to have to retype this, but the current case of this text
00:37doesn't work for us.
00:39Let's choose the Change Case dropdown list, and we have five choices here.
00:44The fifth choice, tOGGLE cASE, simply takes every capital letter and turns it
00:47into a lowercase letter, every lowercase letter and turns it into an upper case or capital letter.
00:53So that's not much help.
00:55The text here is sentences.
00:56Let's convert this text to Sentence case.
01:00And you'll notice that at the start of each sentence, the first word is
01:04upper-cased first letter.
01:06So this is pretty nice looking.
01:08I would, however, like, for example, the word Insert here for Insert tab to be capitalized.
01:13So I can choose Capitalize Each Word.
01:15And here again for Home tab.
01:18So I can use the Change Case tool to quickly reformat the case of this text so
01:25that I don't have to retype it.
01:26Let's take a look at another example of when I might want to use Change Case.
01:31I have a Word Database filled with names and addresses.
01:35And they're typed just the way I want to use them to be able to do Mail
01:38Merge, for example.
01:40But they are not the way the post office would like to see them.
01:42The post office would like to receive mail addressed in all caps.
01:46So how can I quickly create an all capital letter address block for use on an envelope?
01:52And the answer is that I can select it, choose Change Case and select UPPERCASE.
01:58Finally, here is a title.
02:00And this title I'd like to have mostly be with the first letters capitalized.
02:06So I'm going to capitalize each word.
02:08The word "by" doesn't need to be capitalized in this context, so I can select it
02:13and say that this word is in lowercase.
02:15So without doing any retyping, I've been able to change the case of this
02:19paragraph, this address block and this title and save myself the time that I
02:24would spend retyping.
02:25Not only that, I saved the possibility that I might make a mistake when I retype the text.
02:30Subscripts and Superscripts are not exactly case, but they're similar.
02:35With Subscript, what we have is a number or letters that appear below the normal
02:40line of text in a document and are usually also a bit smaller.
02:44Superscripts appear above the normal line of text in a document.
02:48They are also downsized in terms of the font size.
02:51So we'll see Superscripts in mathematics, to the power of three cubed that sort of thing.
02:58And we will see Subscripts largely in chemical formulas like the formula for water, H2O.
03:04So, let's take a look at how we can quickly create Subscripts and Superscripts.
03:09You might think that you need to change the font size and the font position,
03:12but you really don't.
03:13All you need to do is select the 2 in equals e=mc2 and say let's make this a Superscript.
03:20And it's automatically made smaller and put above the normal line of the font.
03:25The same with the chemical formula of water.
03:28I can select it, choose Subscript and immediately turn that H, large 2, O into
03:34something that looks more like a chemical formula.
03:37Notice that these are toggle buttons, if I want to change this 2 back all I need
03:42to do while it's selected is click again on the Subscript button.
03:47If I want to change this 2 back, I can click again on the Superscript button.
03:52I could also open the Font dialog box and turn Subscript and Superscript off
03:57using the check boxes here.
03:59With Word 2010, you never need to retype text that's all in the wrong case.
04:05Don't forget that you can always convert its case using the Change Case feature,
04:09saving yourself lots of time retyping.
04:12And it's easy to create Subscripts and Superscripts in order to have part of
04:16your text more closely resemble the chemical formulas or the mathematical
04:20formulas that you're referencing.
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Using text effects and adding impact to a document
00:00The Text Effects Gallery is new in Word 2010, although we saw it in PowerPoint 2007.
00:06Text Effects are generally used for titles, headings and decorative document text.
00:12There are four types of effects: Outline, Shadow, Reflection and Glow.
00:17And we can combine those effects, using two or more on the same text.
00:21The Text Effects Gallery is in the Font group on the Home tab.
00:26And it comes with 20 pre-built effect combinations as well as Outline, Shadow,
00:32Reflection and Glow tools.
00:34Let's take a look first at using some of these prebuilt combinations.
00:38The colors that we see in the gallery are based on our document's theme.
00:42If you want to know more about Themes, please check out Changing your Document's
00:46Theme in Chapter 06.
00:48So let's select our first chunk of text, and let's apply this effect.
00:53Now as I point to it, it tells me that there is a Fill here that's orange,
00:58that there is an Accent color and that there is an Outline that's a Gradient Outline.
01:05Let's apply a different effect.
01:06Here is an effect that includes a Gradient Fill.
01:09This isn't a solid purple.
01:10It's a gradient purple, and also includes Reflection.
01:14You'll notice the reflection here on the text.
01:19Here we have a combination of effect that includes a Fill, an Outline and a
01:24Glow, all three at once.
01:29And finally, here we have a Fill, an Outline and a Shadow on the inside of
01:35letters an inner shadow.
01:36Four very different ways to present this same two-word phrase in our Word document.
01:42One of the reasons that Text Effects are so effective here in Word 2010 is that
01:47I can use the same effects on text that I can use on my images.
01:52So I have an image here of some olives on a branch.
01:56And there has been a Glow effect applied to those.
01:58You can tell, you can see the purple glow around it.
02:01So if this was a title nearby, I can actually apply a Glow effect to this text as
02:08well, in order to make the two of them go together.
02:11So I am going to select Text Effects here, and that's a purple glow, so I'm
02:16going to go Glow, and choose a Purple Glow.
02:20And notice now how these go together.
02:24I also have here a reflection.
02:27So let's select this text and make it accompany this picture more closely.
02:32I'll choose Reflection, now there are three broad types of Reflections.
02:36And this is based on how big they are, on whether it reflects part of the image
02:40or the entire image.
02:42So here is a Partial Reflection.
02:44Here is a more full Reflection, about half of a Reflection, and then an entire Reflection.
02:50If you'll notice on the right, the picture actually doesn't have the entire
02:54image reflected, it fades out.
02:55So it's much more like one of these than it is like the Full Reflection.
03:01And the Reflection is tied up.
03:03It actually touches the bottom of the image, whereas this reflection is offset
03:08by four points, and this one is offset even further.
03:12So we want one that's touching,
03:14that's not the entire image but is partial.
03:17Notice now that this effect mirrors the effect that we see in the picture.
03:21As well as Reflection and Glow, we have two other effects.
03:27We have the ability to outline our text.
03:30And we can outline that in any of the theme colors, or we can outline that
03:33in the standard color.
03:34So let's outline our text here in a blue, this teal, and you'll notice we have a
03:39light outline going around our text.
03:44And then finally, let's apply a Shadow.
03:47There are Outer Shadows and Inner Shadows.
03:50When our letters are large, then Inner Shadows actually are relatively easy to
03:55see, but if our letters are relatively thin, like the letters in our text Text
04:01Effects, an Outer Shadow is better.
04:04There are Shadows that are offset to the left as if the light is coming from the right,
04:08and Shadows that are offset to the right as if the light is coming from the
04:12left, as well as Shadows that are below and above.
04:16So here is a shadow that appears as if the light is being cast from
04:20the left-hand side.
04:22To undo any of Text Effects, you simply choose the text and remove the effect.
04:26So we can go back to Shadow here, for example, and say we want No Shadow
04:31and remove the effect.
04:33Or we can choose to apply the effect again or apply other effects.
04:38These are the same Text Effects you've come to love in PowerPoint 2007
04:42and PowerPoint 2010.
04:44Use Text Effects like these sparingly but strategically to add impact to your
04:49Microsoft Word Documents.
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5. Formatting Paragraphs
Aligning and justifying paragraphs
00:00Alignment is the horizontal positioning of text on the page.
00:04You can't apply alignment to individual words.
00:07Alignment is always applied to entire paragraphs, or to an entire document.
00:12There are four alignments that are used in Microsoft Word.
00:15We will find them in the Paragraph group on the Home tab:
00:19Left alignment, Center alignment, Right alignment and Justify.
00:25Left alignment is the default.
00:27Each line begins at the left edge of the page.
00:31body text is typically left-aligned.
00:33So, if we had text that wasn't left- aligned, we would simply select it, and
00:37click Left alignment.
00:38If body text is not left- aligned, it is usually justified.
00:42Here is another choice.
00:44When we Justify, Word adds extra spaces between the words in order to give us a
00:49consistent right margin.
00:51Justification is often used in newspapers, or in newsletters.
00:55This is sharp looking to have this nice crisp edge.
00:58Let's take a whole paragraph here and Justify it.
01:02Note how sharp that right edge looks.
01:05On the other hand, some readers complain that this justified text is actually
01:09harder for them to read, that the ragged edge that we see on a paragraph like
01:14this one provides an important visual cue to help them track their way
01:19through a document.
01:20So let's return this to Left alignment and our first paragraph to Left alignment.
01:28Center alignment is usually used for titles.
01:31With Center alignment, the middle of the title or the heading is positioned at
01:36the midpoint between the left and right margins in the document.
01:40So let's center this title and see the difference, or we might center this
01:45heading 1, and this is what it would look like.
01:49Again, a good look for a title. Let's now center this text and see what that looks like.
01:55If this were body text that we needed to read, centering it will make a lot of
01:59people crazy pretty quickly.
02:01So let's Undo those three changes.
02:04You'll use Right alignment occasionally for titles.
02:08Simply select Paragraph and then choose Right alignment.
02:12It's a classic look.
02:13If you were going to Right-align some titles, you'd almost want to Right-align all of them.
02:19Right alignment is a very different look.
02:21It tilts the document towards the right and again, gives it a look that's often thought.
02:25It was a more technical look to a document.
02:27More frequently than titles, you would use Right alignment for specific
02:32elements, for example, a page footer that you want to position, flush with the right margin.
02:38So use Center and Right alignments to make titles, headings, and page elements
02:43stand out from body text.
02:45Use Justification for a crisp, clean look for your paragraph, and use the default
02:51Left alignment for most of the body text in your document.
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Changing line spacing
00:00Line Spacing refers to the empty space between lines, and optionally the space
00:05between paragraphs in Microsoft Word documents.
00:09We will control line spacing with the line spacing control, here in the Paragraph
00:14group on the Home tab of the ribbon.
00:17If we have a paragraph of text selected and we open the down arrow on the line
00:22spacing control, you can see what the spacing is for this paragraph.
00:27The default spacing in previous versions of Word was single spacing, or 1.0, and
00:32when I choose the old default, you'll notice how this text is compacted and less
00:38easy to read. The first paragraph is clearly more compacted than the second
00:43paragraph, which is a looser kind of formatting.
00:47The move from 1.0, or single spacing, to 1.15, the new default, does take up a
00:54little more space in a printed document.
00:56For example, if I had a document the required 60 pages to print before, I'd now
01:01be using 70 sheets of paper to print that document.
01:05But the trade-off is that all 70 of those pages will be far easier to read then
01:10they would be if I'd kept at default spacing of 1.0.
01:14This slight increase, slightly over 1.0 of 1.15, makes my document easier to read in this font.
01:22Another choice is what's called 1.5, or space-and-a-half. Rather than having space
01:28then for six lines to an inch,
01:31I will actually have space for only four.
01:33It's very open, very easy-to-read, but it's more often used for editing of
01:38a document that's already printed, than it would be for a document that was in final form.
01:44Our fourth choice is called Double Spacing, or 2.0.
01:48Double Spacing, again, is so loose that it almost becomes more difficult to read,
01:53but this is the standard for lots and lots of academic papers.
01:57Beyond 2.0, or double spacing, we simply get into larger sizes that are here for
02:03you to choose, and you can set an even looser line spacing if you wish.
02:09In addition to the spacing between lines, there are two choices at the bottom of
02:14this menu that indicate space between paragraphs.
02:17In Word 2010, when I end a paragraph by pressing Enter, Word automatically puts
02:24space after that paragraph.
02:27So, for example, if I decide that I want to break this paragraph in two and I
02:33click here and press Enter, I don't have to press Enter twice.
02:36I will press it only once, and notice that there's white space between the
02:41paragraph, automatically supplied by Microsoft Word.
02:45If I press Enter again, I actually get too much space, more space than I need.
02:50This space is a function of the line spacing.
02:53So if I select these two paragraphs and we go back to the line spacing control,
02:58I can say Remove Space After the Paragraph or Remove Space Before.
03:02Notice that the space before the paragraph is space after the heading, and space
03:07after the paragraph tightens up the space between the paragraphs slightly.
03:11Now I can also set all of these options using the Line Spacing Options dialog box.
03:18If I choose Line Spacing Options on the Paragraph tab, what I will see is the
03:23amount of spacing that is provided.
03:25Here we have Multiple Spacing, in other words it's not Single or Double or 1.5.
03:32It's actually 1.15, which is a number that isn't reflected on this dropdown list,
03:38and there's 10 points, or about a seventh-of-an-inch, before each paragraph.
03:44So this is paragraph spacing.
03:46This is line spacing.
03:48If I want to remove the spacing before the paragraph, I can simply choose a
03:52smaller number, or I can choose 0 and click OK.
03:57Notice now, no spacing before each of the paragraphs.
04:00I am going to Undo that change and put the spacing back.
04:04Let's return to the dialog box and look at a couple of other choices.
04:09I could choose to have 6-point spacing, Before and After paragraphs.
04:14Now when I do this, I won't get 12 point anywhere.
04:18I will always get at least 6 points before or after the paragraph, or about a
04:2312th of an inch, which is normal line spacing.
04:27So 6 points Before and 6 points After, gives me a nice smooth look without
04:32really having any extra space anywhere.
04:35I can always remove the spacing before or after a paragraph, again, using the dropdown list.
04:43The Spacing control is important because the amount of space between lines and
04:47between paragraphs in your document improves or degrades the readability of your document.
04:53So as you create particularly complex and lengthy documents, make sure you
04:57attend to your line spacing to make your document inviting for people to read.
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Using indents and setting tabs
00:00Indents refer to extra white space added at the left margin so that a block of
00:05text can be set off from the rest of the text in the document.
00:09There is also another kind of indent that's called a First Line Indent, also
00:13referred to as a tab where you simply tab once, and the line goes in, and the
00:20rest of the paragraph remains.
00:22Indents and Tabs are set in a number of different locations in Microsoft Word 2010.
00:29So let's begin by reviewing where you'll find Indents and Tabs.
00:33Indents, which are applied to an entire paragraph or paragraphs, are set here in
00:40the Paragraph group of the Home tab of the ribbon.
00:43To increase the indent, you click the Increase button.
00:47To decrease the indent, you click the Decrease button.
00:51Tabs are simply entered by pressing Tab on your keyboard, and removed by
00:56pressing Backspace to get rid of it.
00:59The distance that I tab or indent is controlled by tab stops on the ruler.
01:05If the ruler is not visible, you can click the View Ruler button to show it, or
01:09you can choose View > Ruler to turn the Ruler on.
01:14By default, every Word document has a tab stop every half-inch from the left margin.
01:20You'll note them here as small lines that appear underneath the ruler.
01:26So when I select one or more paragraphs and indent once, I'm indenting a half-inch.
01:33If I indent twice, I'm indenting an inch, and so on.
01:38When I decrease, I am decreasing by the half-inch.
01:41Now, these are default tabs.
01:44Perhaps I want to indent these two paragraphs less than a half-an-inch.
01:49I can set my own tab stop right here.
01:53There are five basic kinds of tabs.
01:55The one I'm going to use most frequently is simply a left tab, continue to left
01:59justify my body text, but the tab this far.
02:02If I point to the Tab Indicator at the top of the vertical ruler on the left,
02:07I'll note that it's set to create a Left Tab.
02:10So I am simply going to click at a quarter inch to create a new tab there.
02:15Now, when I indent, I'll indent only a quarter-inch to my first tab stop.
02:21Whenever I set my own tab, any preset tab to the left of that is automatically
02:26removed by Microsoft Word.
02:29So if, for example, I set a tab here at 2.5 inches, all the tab stops prior to
02:36that tab stop are automatically removed.
02:39I am going to undo that.
02:40There is another way that I can set tabs in my document.
02:44I can click the Dialog Box Launcher in the Paragraph group on the Home tab.
02:50Then in the Paragraph dialog box, click the Tabs button in order to bring up a list of tabs.
02:56It shows me that there's a default tab stop every half-inch, and this portion of
03:01my document has no other tab set in it.
03:04I can type in a tab number, for example, I want a tab at 0.25.
03:09It's going to be a Left Tab, and I can click Set.
03:12I can add other tabs if I wish.
03:14Notice I could also clear one or more tabs, and I can say OK.
03:17So now I have this tab at a quarter inch for this paragraph as well.
03:22I can simply tab once to get that first-line indent.
03:26When I take a look at my indented text, you might have noticed as we are
03:30indenting that we have an indicator here on the ruler that has been moving as we indent text.
03:36I am going to indent this text one more time.
03:39You'll notice it move even more.
03:41This is actually three different controls grouped together.
03:45The first control is the First Line Indent control.
03:49So if I pull that control over, the first line of these two paragraphs will be indented.
03:54Let me undo that.
03:56The bottom triangle is what's called a Hanging Indent.
04:00If I point to the Hanging Indent indicator and pull it in and release, then the
04:06first line will not be indented but all lines that follow will be.
04:11Finally, the two controls together are an indent control.
04:16So I can use these to indent my text, or, for example, if I wanted to put in a
04:22First Line Indent, I can now move both controls together, even if they're not one
04:28above the other, to change the formatting of my paragraph.
04:32There is another reason that I might set tabs in my document, and even that I
04:36might want to set them very precisely.
04:39I need to insert a small table at the bottom of this document, a FTE
04:43Employees by Location table.
04:46It only has three or four lines, and I'd like to insert it right here.
04:51The first column in this FTE Employees by Location table is the City, the
04:56second column is the State, and the third is the Number of full-time
04:59equivalents that I have.
05:01So I'm going to type City, then press Tab, then State, and Tab again.
05:06Then I am going to type the word "Employees."
05:10Now, each time I press Tab, I went to the next tab stop here on my ruler.
05:15I'd like to actually space this table out a little more.
05:18And more importantly, I will be typing numbers under the word Employees.
05:22So I'd like to make sure that when I create this right-hand column, the
05:27Employees column, that it's a right justified column.
05:30I am going to start by simply selecting the text that I have here, and I'm going
05:34to drop in a tab stop for the word State, a left tab right here.
05:39Now, I would like a right tab for Employees.
05:42I am going to move it over a ways.
05:44This is a left tab.
05:45I have some choices about how I attack this.
05:47I'm simply going to point to the tab and double-click, and there are two tab
05:51stops, one at 1 inch, and one at 2.13.
05:55You might wonder, why did I set one at 1 inch for State?
05:59There was already one there, but it was a default.
06:02If I hadn't set it, when I set one at 2.13, that tab stop like the one at an
06:08inch-and-a-half and two inches, would be gone.
06:10I am going to choose my tab stop at 2.13, the one for Employees, and I'm going
06:15to say this is a right- aligned tab, set it and say OK.
06:22Notice now the word Employees is right-aligned at 2.3.
06:26Now, I can enter my information for my table, type in city names, press Tab, and
06:32type in a number of employees.
06:39Notice that my City and State columns are left-aligned and my Employees
06:44column is right-aligned.
06:45As you'll discover in Chapter 7, we can also enter this kind of information
06:55using a standard table.
06:57But if I simply want to add a small amount of information to a document quickly
07:02and use tab stops or indents, this is a fine way to do it.
07:06Whether you're using tabs to create tabular information, or you're creating tab
07:11stops in order to be able to use indents, you'll find that the tools are easy to
07:16access once you know where they all are in Word 2010.
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Creating a bulleted or numbered list
00:00There are many reasons that you might end up with a list in the middle of your
00:03document, or have a document that's only a list.
00:07There are three types of lists you can create in Word 2010: bulleted lists,
00:12numbered lists, and multi-level lists.
00:15Let's look at all three.
00:17A bulleted list is a list of items that don't need to appear in any particular order.
00:22They are peers.
00:24A great example of this is a shopping list.
00:27A numbered list is a list where there is a reason that one item might be first
00:31or second or third, for example, a list of driving directions.
00:37A multi-level list is a list that has major points and then minor points.
00:41All three of these types of lists are created using the Commands in
00:46the Paragraph group.
00:48Let's begin with our bulleted list.
00:50I want to take these items and note them as a list.
00:53So I am going to select the text first.
00:56Then I'm going to choose a bullet.
00:57Now, I can simply click this button and choose the default bullet, which is Round,
01:02or the last bullet that I chose.
01:04To remove the bullets from this list, I can click the same button again, or I can
01:10use a different bullet for this list, for example, here's a checkmark.
01:14If I don't like any of the bullets that are there, I might choose to define a new bullet.
01:20The way to do that is to open the Bullet list, choose Define New Bullet.
01:25I can choose a Picture and turn it into a bullet.
01:28I can click Font and format a bullet, typically using Color or Bold, or I can
01:35choose an entirely different bullet character.
01:38I use the square wingding a lot because when I do, I have the ability to have a
01:44list that I can actually check things off in the check box.
01:48Returning to the Define New Bullet dialog box, I'm also going to turn these
01:54red, so they stand out.
02:00Now, I have a custom bulleted list.
02:03To create a numbered list, I'll select the items that are in the list,and then
02:07choose either the default numbering style, or click the dropdown and choose a
02:13specific numbering style with letters or Roman numerals, for example.
02:20To remove numbering, simply click again to turn it off.
02:24With a multi-level list, I'll need to do a little more work.
02:27I begin by choosing a Multi-level list.
02:30In this dialog box, pay close attention to the difference between lists with
02:35simply numbers and letters or symbols, and those that include the word Heading.
02:40These actually apply styles to your document, and we'll be discussing Numbered
02:45Headings styles in the next chapter.
02:47So I'm going to choose a list that has 1 and 1.1, 1.11, and so on.
02:54Initially, all of my items are simply numbered 1 through 6.
02:58However, if I choose one of the items and tab, notice that it gets turned into
03:04a subpoint, and the same with my second subpoint, and the subpoints of my second point.
03:12To remove the numbering from a multi- level list, simply click the dropdown, and
03:18choose None, but the tabs that I put it in place to organize this list remain.
03:24What if my list doesn't exist already, or I want to create any of these lists on the fly?
03:30Let's open a new document, and let's create first a bulleted list.
03:33I'd like to create that bulleted shopping list.
03:36I'm going to start with an asterisk at the beginning of the line and a space.
03:41Notice as soon as I space, Word says ah!
03:44Asterisk, convert to bullet.
03:46This is part of Auto Correct.
03:48I can turn this off, but I actually like this feature, the ability to quickly
03:52create a bulleted list.
03:54There is Milk and Bread, and I'd like a Mango, and this is the end of my list.
04:01Now, at the end of my list, I can press Enter again, and my list is done.
04:05With a numbered list, notice as soon as I type a number and period and press the
04:09Space, or if you prefer if I type once again, automatically a numbered list, Word
04:17has turned that feature on.
04:18It says Drive north, Turn south.
04:24Now, if I insert another item in this list, my list is automatically renumbered.
04:32If I delete an item, my list, again, is automatically renumbered by Word.
04:37Perhaps I have some other text, and then I have some other driving directions.
04:42Well, I can either begin with 4, or if I simply begin with 1 again and say Drive
04:49east, Stop, and I want to add this list to the prior list.
04:55Point to the number itself, not the text, the number 1, right-click and say
05:00Continue Numbering, and the numbering style will continue into this text.
05:05Word will sometimes do this when you don't want it to.
05:09So you can right-click and choose Restart at 1 to have Word stop one list
05:13and begin the next.
05:15I am going to add a little more text, and then with a multi-level list, if I
05:19begin with 1 and say Drive north, and then I tab on the 2, I will automatically
05:26generate a multi-level list.
05:28Word takes the tab to mean that I'd like to have a lower level.
05:34I can Pause, Get some gas.
05:37Now, I want to go back one level.
05:38I tabbed to get in a level.
05:41I hold Shift and hit Tab to move out a level.
05:44Just as I would outline in PowerPoint, I can outline here in Word with
05:48a multi-level list.
05:50So whether I'm creating a list from scratch, or I'm formatting a list that
05:55already exists, I can use the Commands in the Paragraph group in Microsoft Word
06:01to make my lists stand out and to give a clear indication whether they are a
06:05sequential list or simply a list of items that I need to check off as I can.
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Keeping text together through page breaks
00:00As soon as your document has more than a page worth of text, you'll need to be
00:04attentive for how your document breaks across pages.
00:08For example, here we have a document where the heading and the text are
00:12separated by a page break.
00:14We'll deal with the issues around formatting for pages in the Paragraph dialog
00:19box here in Word 2010.
00:20We have, at the bottom of page 1, PROBATIONARY PERIOD FOR NEW EMPLOYEES, the
00:26heading, and we want to read more, but we need to go to a new page to read it. That's a problem.
00:32I'm going to close up the space between the pages by simply pointing to the
00:36white space and double-clicking.
00:38You can undo that by clicking again, but that will make it easier to look at and
00:42work with this selection of text.
00:45So I wonder why the page broke right where it did.
00:49I'm going to click the Dialog Box Launcher in the Paragraph group.
00:52And you'll notice on the Line and Page Breaks tab that there is a setting that
00:57is turned on. The Widow/Orphan control check box is enabled as it is in every
01:02single version of Microsoft Word.
01:03Now, I didn't choose these words, but I'll describe them to you.
01:08Let's turn Widow/Orphan control off and say OK.
01:11When I close the dialog box, you'll notice that we have one line on the top of page 2.
01:17This line would be called an orphan, a single line at the top of a page.
01:21That's part of a larger paragraph.
01:23If there was only one line on the bottom of a page, that's part of a larger
01:27paragraph, we'd have what was called a widow.
01:29And an overriding setting for documents in Word 2010 is that we won't leave
01:36single lines that are part of a larger paragraph Widows at the bottom of a
01:39page or Orphans at the top of the next page.
01:43So that's how we have this document where we have a break between the heading
01:48and between the paragraph that that heading describes.
01:52There are some other controls that we can use that are specific not to the whole
01:56document, but to one section of text that will allow us to make some changes on
02:01how this document breaks across the page.
02:03Let's select both the heading and the text that follows, and let's click the
02:08Dialog Box Launcher and open the Paragraph dialog box.
02:12First, we're going to turn Widow/ Orphan control back on because it's on by
02:16default for our entire document.
02:18But it's the next three check boxes that I'd like to look at.
02:21First, let's look at Keep lines together.
02:23Keep lines together addresses lines within a paragraph.
02:27So if I have a paragraph selected, or more than one paragraphs selected, choosing
02:33Keep lines together says you can break between the paragraphs, but you can't
02:37break the paragraphs apart.
02:39So in our case, this text that was originally on page 2 will go back to page 2.
02:45But the PROBATIONARY PERIOD FOR NEW EMPLOYEES heading will remain on page 1.
02:50If I want to be able to keep this block of text together, you might think that
02:55we would choose Keep lines together, but no, we choose Keep with next.
03:00Keep with next controls paragraphs.
03:03So by saying Keep with next, we are saying, all this text selected, treat it as one block.
03:09Keep PROBATIONARY PERIOD FOR NEW EMPLOYEES with the next paragraph that we have selected.
03:15If I want to be safe and sure, and I can't remember the difference, it never
03:18hurts for me to turn both of these check boxes on.
03:21Finally, if I'm in a place in a document where I am thinking I'd like these
03:25things together, and they really should start a new page, then I can also turn
03:30on Page Break before, and force a page break wherever I am on the page.
03:35So now with Keep with next, which controls paragraphs, and Keep lines together,
03:40which controls lines within paragraphs both selected, I'm going to click OK, and
03:45notice that my page break now occurs prior to this heading.
03:50Anytime you need to control the page breaks within your document in Microsoft
03:53Word, don't forget, it's not a control here in the Paragraph group, but it's
03:58only one click away in the Paragraph dialog box.
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Applying shading and borders to paragraphs
00:00The last two types of formatting we're going to look at our borders and shading.
00:05Borders are lines around one or more paragraphs and shading is a back fill that
00:11appears behind the paragraphs.
00:13In our Definitions of Employee Status document, we have some notes, and we want
00:18to make sure that employees read the notes.
00:19We'd like them to stand out from the rest of the text.
00:23And so we're going to take this paragraph of text, this note, and we're going to
00:27apply a border and apply some shading.
00:30Notice that we have a lot of green shading already in the document that's
00:35used for heading styles.
00:37So we'll want to apply something different.
00:38We'll begin by selecting the paragraph that we want to apply formatting to, and
00:43then we'll find the two tools that we're going to use in the Paragraph group on
00:48the Home tab of the Ribbon.
00:50So we'll begin by applying some shading.
00:53You'll click the dropdown on the Shading button and choose either a Theme
00:58color or Standard color.
01:00The Theme colors are our basic theme colors, with lighter variations, so 60%
01:05lighter, 80% lighter, 40% lighter and so on.
01:09And again, these colors will change if you change the theme in your document.
01:14If we choose a Standard color, those colors don't change when the theme changes.
01:18We'd like this text to look a little different, and we'd like it to stand out a
01:22fair amount, so this pink shading works real well for us.
01:25Now we're going to apply a border.
01:28We often think of borders, for example, a border underneath as an
01:31underline, something you'd apply to a line, but actually borders are always
01:35applied to paragraphs of text.
01:38So with the text selected, we'll choose Outside Borders, which will place a
01:42single lined box all the way around, providing a nice contrast with the other
01:47paragraphs in the document that don't have borders around them.
01:50You'll notice as you scroll that that notes stands out out from the text
01:54very, very clearly.
01:56Now, we can make some other modifications to the borders and shading.
02:00If we return to the Borders button, you'll notice the last choice on the menu is
02:04Borders and Shading, which opens the Borders and Shading dialog box.
02:08This dialog box has three tabs in it: one for shading, one for borders and then
02:13another for borders or lines around the entire page.
02:17You'll notice that we have a lot of different controls for borders.
02:21The default line is a solid line, but we could choose, for example, this
02:25dotted line and apply it.
02:26This is the kind of line and you might apply around a coupon, for example,
02:30something that we'd like people to cut out.
02:32Let's return to the Borders and Shading dialog box, and you'll notice that we
02:36have several other line styles: thicker lines, double lines, a mix of a thin
02:41single and a double line.
02:42Additionally, we can change the color of the line, so we can choose a Theme
02:47color if we wish or a Standard color, and apply it to the line.
02:50So we've chosen a double line and a green, the same green, actually, that's used
02:55in one of the heading styles in our document.
02:57You'll notice then that this stands out in a different way.
03:00On the Shading tab, not only can we choose colors, but we can choose patterns.
03:05The patterns are always done in black and white.
03:08Clear pattern is no pattern at all.
03:11The Percent patterns then are more of a dotted grid that appears behind your
03:16text, and then a solid hundred percent would be absolutely black rather than pink fill.
03:22Here with this 15% fill, we have a dotted Swiss look, black on top of our pink -
03:27not something that we'd be likely to do in a document that we printed in color.
03:30However, these are very useful.
03:33These patterns are legacy patterns from when we printed largely on
03:36black-and-white printers.
03:37We're going to go ahead and return to clear.
03:40If we want this to be lighter, we'll simply choose a lighter shade, rather than
03:43add a dotting to it, for example.
03:46And now let's return back to the Borders tab of the dialog box, set our colors
03:50back to automatic and click okay.
03:52So will have now a double line, a slightly lighter fill.
03:55Again, this paragraph stands out very clearly from the rest of our document,
04:00which was the point of the note.
04:01By using borders and shading in our documents, we can have paragraphs or
04:06sections of paragraphs, stand out from the rest of the text in a way that draws
04:10the reader's attention to these paragraphs.
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6. Using Styles for More Effective Formatting
Power formatting with styles
00:00Up to this point we've been formatting text and paragraphs using the commands in
00:05the Font and Paragraph groups on the Home tab of the Ribbon.
00:09There is a much better way to format text,
00:11formatting that will make our documents more versatile, more reusable, and that
00:16takes advantage of other built-in features in Word 2010.
00:20This powerful formatting in Word 2010 uses Styles, this group of commands.
00:26A Style is a set of format settings: Fonts, Font Size, Styles, Bold, or Italics,
00:32Underline, Text Effects, Numbering, Alignment, a whole mix of things from the
00:36Font and Paragraph groups that you apply with a single click at one time.
00:41For example, let's take a look in this document, and let's increase the size of
00:46this to make it a title.
00:47Maybe even center it if we wish to and make it Bold.
00:51We could change the color if we wanted to.
00:54A whole series of things, but this is still normal text, if we take a look.
01:00Let's also create something that looks like a heading.
01:03Let's go ahead and kick this up to 14, and let's change the font color to a
01:08deep purple and Bold.
01:11And because we are sharp, we will use the Format Painter and copy that
01:14format several times.
01:16So we have a document that we've done some formatting to here, but all of our
01:20formatting has been right here, manual formatting.
01:23I'm going to switch to another copy of this document, and we are going to format
01:26the same document using Styles.
01:28So now rather than using the Font and Paragraph commands, we are going to
01:32say this is a Title.
01:33Let's make it a title. This is a Heading.
01:36Let's make it a heading.
01:38Perhaps this is a lower level heading, a Heading 2.
01:41We also have Heading 3 and other styles.
01:45So we've now formatted part of this document.
01:48Notice that when I click, I'm applying several different things at once.
01:51I am applying a color, and I'm applying a font, and I am applying a size.
01:55I am actually also apply an alignment, all at one time.
01:59In this document that I formatted manually, this is a lot like painting a wall, for example.
02:05I'm simply painting on a different font, or a different color, or a
02:09different alignment.
02:10When I use Styles, I'm actually describing a structure for my document.
02:15I'm building walls and then painting the walls.
02:18Styles are far more powerful than Font or Paragraph formatting alone. Styles aren't new.
02:24They've been around for a while.
02:25What's new is how Styles are organized in Word.
02:29In Word 2010, we have Style sets, groups of Styles saved together.
02:34Because of that, we can switch from one Style Set to another and automatically
02:38reformat our document on-the-fly.
02:41Let's take a look at how that looks in this document where we used Styles.
02:45For example, if I change to the Distinctive Style Set, notice my font changed,
02:50my title is centered, underline on top in red.
02:53Let's choose Elegant.
02:55A huge change in how this document is formatted.
02:57Fancy, which isn't all that fancy.
03:01Newsprint, Simple, Traditional.
03:05The entire document is being radically reformatted, alignment, fonts, colors,
03:10everything simply by changing from one Style Set to the other.
03:16Let's return to our document that we formatted manually.
03:19When I change Style Sets here, I will get some of the effect.
03:24Notice, for example, that my paragraph alignment changes.
03:27That's because I didn't manually format my paragraphs.
03:31But I did manually format my fonts.
03:34Therefore, that purple that I applied, it stays.
03:37The font size I chose, it stays.
03:40The fact, for example, that my title is centered.
03:43Any formatting I apply using the Font or Paragraph commands will overwrite
03:49anything that I can apply in Styles.
03:51So all the formatting that I do here,
03:54it's not that it's permanent, but if I don't want to use it, it needs to be undone.
03:59Contrasts this formatting where a few things change, but I can't really
04:03radically restructure my document, with this document where I can change the
04:08entire look and feel, this easily all at one time.
04:12There are other reasons to use Styles.
04:14Advance Word features like Table of Contents, and the Enhanced Navigation pane
04:19rely on Heading Styles.
04:21Let's go take a look at what it would look like to create a Table of Contents in this document.
04:25I am going to press Ctrl+Enter and make space for a Table of Contents below my heading.
04:30Let's go to References > Table of Contents, and I automatically get a Table of
04:36Contents that's created based on the headings that I used.
04:39Again, Word recognizes the structures I put in place, the Heading 1s and the
04:44Heading 2s and creates a Table of Contents.
04:47If I change this document, this Table of Contents will update automatically and very easily.
04:53So, for example, if I add some more text here, and this goes to a new page, now
04:59Regular Part-Time is on page 3.
05:03I can simply go to my Table of Contents, tell it to update the entire table and
05:08my page numbers change.
05:09That's because I use Styles.
05:11Let's return to our document that we've formatted manually, and I'm going to
05:16create a Table of Contents here.
05:20Let's go to References > Table of Contents. No entries found.
05:27The manually formatted text doesn't let Word know that these are Headings.
05:32Therefore, if I want a Table of Contents in this document, I'll end up typing
05:36Employees Defined, Exempt, Non-Exempt and so on.
05:40If I end up changing my order or changing my pages, I'll be manually updating
05:45my Table of Contents.
05:46Because I used manual formatting, I need to create a manual Table of Contents.
05:50There is something more.
05:52There is a document map that also relies on these same headings.
05:56If I go to View > Navigation Pane, it says this document does not contain headings.
06:02Well, that's true.
06:04Let's go back to our document that we formatted using Styles.
06:08I'm going to go to View > Navigation Pane and on the left, a Navigation Pane
06:12opens up based on the Styles in my document.
06:15You'll notice that these same headings that I see here are the headings that are
06:19reflected in my Table of Contents.
06:20So if I want to quickly go to the Regular Part-Time section of my document,
06:25there I am, Temporary (Full-Time), just like that.
06:28Exempt, just like this.
06:30And if I want to reverse any of these, if I want to radically rearrange my document,
06:35if I want to not have to retype or not even have to use Cut and Paste, I can
06:40change, for example, Regular Part-Time to be above Regular Full-Time, just like that.
06:46Rearranging my entire document by simply dragging and dropping here in
06:51my Navigation Pane.
06:52If I want to rearrange my document that I manually formatted, I need to use Cut and Paste.
06:57Not bad tools, but not as easy as using my Navigation Pane to rearrange
07:02my document sections.
07:03When you don't use Styles, it's far more difficult to update or to reuse documents.
07:09Word 2010 provides you with all the tools you need to create well-formatted
07:14documents that are easy to read format and to reuse.
07:18When you use Styles to format your document, here, you can quickly and
07:23easily apply formatting choices consistently throughout one document or a
07:27group of documents.
07:29If you haven't used Styles previously, this is a great time to start.
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Changing a document's theme
00:00Before we can discuss Styles, we need to talk about Themes.
00:04Themes are combinations of fonts, color palettes, and effects that control how
00:08your document will look and determine what Styles are available to you.
00:13Every Word document has a Theme.
00:15The default Theme in Office 2010 is called Office.
00:20To see the current Theme of your document, click the Page Layout tab, point to
00:24the Themes button and Word will report the Current Theme, which in this case is Office.
00:29A Theme is an entire set of colors, fonts, and effects that all go together.
00:34There are a number of built-in Themes, and you can save your own Themes.
00:38Office, the default Theme, is always listed first.
00:41The other Themes are listed in alphabetical order.
00:43And you'll see these names over and over again in the color sets, the font sets,
00:48and the effects sets.
00:49Each has a thumbnail that shows you the fonts and shows you the colors that are being used.
00:55Simply point to a new Theme, and you'll notice that your document quickly reformats.
01:00If I choose a new Theme, like Flow for example, and I return to my Home tab,
01:05what I'll find is that the choices that are available here are different than
01:09the choices that were here before.
01:11When I change Styles now, all of my Style Sets are going to use those colors,
01:16because Styles are based on Themes.
01:19The fonts and colors that are used here are the same fonts and colors that I
01:24select here in my Theme.
01:29So if I choose Opulent, for example, all purples, and we return, notice that my
01:34Styles are changed to variations on purple, all of them.
01:42If I'm going to change my Style, and I think I might change my Theme, there's a
01:46definite order here.
01:47I'll always want to change my Theme first.
01:49I am going to return to this Theme called Flow.
01:53Let's take a look at Themes a little more deeply.
01:56Each Theme starts with a two-font palette.
01:59One font is going to be used for the headings, another for the body font.
02:04The default Office Themes uses Cambria as my heading font and Calibri as my body font.
02:10But there is an Office 2 Theme that flips around,
02:13yhat has Calibri for my heading font and Cambria for my body font.
02:17Some, like Office Classic, use the same font twice for both headings and body.
02:23You can create a new set of Theme fonts.
02:25Notice that Flow is selected, because Flow is the Theme that we chose.
02:29But we can choose Rockwell, or Hardcover, or any other set we wish,
02:34or create our own new set of fonts.
02:37For example, I'd like to create a set that uses Constantia as both my
02:45heading and my body font, and I'm simply going to call this set Constantia 2
02:51or Constantia both.
02:54Now I have created a new font set that I can use with this Theme or with any other Theme.
02:59I can also change my Color palette, and if I point to Themes now, it will
03:02tell me that it's Flow.
03:03But if I point to Fonts, it will tell me that I'm using Constantia.
03:08If I point to Colors, it's still Flow.
03:11So let's go take a look at how I can modify my color set.
03:15I can simply choose a different color set.
03:17Each color set consists of Text and Background, a Dark and Light color, and then Accents.
03:24And you'll notice that we see these fonts used in the document.
03:28This Text, or Dark Background, is being used here in this heading.
03:32This text color is being used in the body, and then Accent 1, 2, and 3 are being
03:38used here in my pie chart.
03:40So as you create this palette and assign colors, you can either go choose
03:45different colors out of the list, or you can choose More Colors.
03:50If your marketing department can give you the RGB or HSL values for the colors
03:56used in branding in your organization, you can come in and create a palette of
04:01colors from scratch and save it so that you can apply your organization's
04:06branding very, very easily in Microsoft Word 2010.
04:12If I create a new custom color set, I'll simply give it a name and save it, and
04:16it will show up at the top of my list of colors.
04:18I am going to actually change Themes.
04:22The Theme I'm going to use is called Waveform.
04:25I like these fonts.
04:27Notice that if I go back Home, I'm going to see them reflected here in all of
04:32the Styles, which are based on that Theme.
04:34Candara, over and over again, only one font used twice.
04:39But I don't want to use these colors.
04:41They are lovely, and they are bouncy, but I'd like to have a slightly more
04:45sedate look for my Definitions of Employees Status.
04:48So I'm going to return to the Page Layout tab and choose a different color palette.
04:52And a color palette that we've used a lot here is one called Hardcover.
04:57It's, again, the same font, the fonts didn't change, but the colors did.
05:01Notice the difference if I undo that change, you wouldn't think it would make
05:05that much of a difference, but it does.
05:07Now I have no longer one Theme being used consistently, because I've applied
05:12Waveform, but the color set that I have applied his Hardcover.
05:16I'm going to save this new Theme, this combination of Hardcover and Waveform so
05:21that I can easily use it again and again.
05:23I am going to click the Themes button, choose Save Current Theme, and I'm going
05:27to give this a name.
05:28The name that I'm going to give this, I could use a combination of Waveform and Hardcover.
05:32But what I really want to know is this is my Two Trees Theme that I'm going
05:37to use for reports.
05:38So I am going to simply call this Two Trees Report, and I'm saving this as an Office Theme.
05:43Now note this is going in my Templates folder.
05:46I could actually take this file and send it to somebody else.
05:49They could place it in their Templates folder and have access to this Theme in the future.
05:53This is highly transportable.
05:56I can share this quite easily.
05:58Not only do I have a Theme here in Microsoft Word, I have a Theme that I can use
06:03also in Excel and in PowerPoint.
06:05And here it is, at the top of my Themes list.
06:08So if I change, for example, to Angles, and then I want to go back and pick up
06:12my Theme, here it is again.
06:14You can, of course, create your own Themes from scratch with color palettes and fonts.
06:19After setting all of those things, any time you want to save a Theme, simply
06:22choose Save Current Theme.
06:25In every Word document, the colors and fonts of the Theme are going to be the
06:30biggest determinants of your document's appearance.
06:32While you can manually override a Theme by selecting text, by using these Font
06:38and Paragraph tools that we had been using, notice how fast and easy it is to
06:43take advantage of Themes by selecting a Theme with the font and colors you want,
06:47or swapping in a different font set, or a different color set.
06:51If you're going to change Themes, you want to remember always to change your
06:55Theme before you change your Styles.
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Changing style sets, color sets, fonts, and paragraph spacing
00:00Let's start with a review.
00:02A Theme is a combination of a color palette, a set of two fonts and effects that
00:09are stored together.
00:11A Style is a Font and a Color Set based on the Theme.
00:17A Style Set is a group of styles, a group of fonts and formatting put together
00:23and saved under a common name.
00:25We can switch Style Sets, and when we do we radically reformat our entire
00:30document by moving from one Style Set to another.
00:35Notice though, that our colors aren't changing.
00:38That's because our colors are based on our Theme.
00:41Now let's change the Theme to Flow.
00:48Notice that everything changes.
00:50And if we check out our styles now that are available, we are going to notice
00:54different colors and different fonts than we saw just a moment ago.
00:57Therefore, it's important to remember that if you're going to change themes, you
01:00should always do it before you change your Styles.
01:03Now there are over a dozen built-in Style sets.
01:06And you can create your own Style Set.
01:08To see how your document would look if you applied a different Style Set, you
01:12simply hover over the Style Set on the dropdown list.
01:15And you'll see a preview in your document.
01:17When you find a Style Set that you like, simply choose it to apply it to your document.
01:23If you didn't see any changes in the Preview, your document was probably
01:27formatted manually using commands in Font and Paragraph groups.
01:32You'll need to clear the existing formatting and apply Styles before you can
01:37use the Style sets.
01:38Check out the clearing formatting and applying Quick Styles movie to see how to do this.
01:43But as I choose a different Style Set, my entire document is reformatted, all at once.
01:49Each Style Set then has a default set of Fonts and Colors that are
01:54inherited from the Style.
01:56You can change the Color Set or the Font Set by choosing a different color or
02:01Font, or you can change the Theme.
02:03A new Style feature in Word 2010 is Paragraph Spacing.
02:07Each Style Set has a different default setting for Paragraph Spacing.
02:11Let's take a look at how this works.
02:14We have a Style Set here, Newsprint, that has a custom style, but let's look at,
02:19for example, No Space, Compact space, Tight space, Relaxed space.
02:29Noticed how our space is opening up, Double space, and then finally let's return
02:38to the Paragraph Spacing built-into the Style.
02:40So you can very easily choose some of the attributes, but not all of the
02:44attributes that you inherited from the Theme.
02:47Choose a different Style Set, choose a different Color Set, choose a different
02:55Font Set, or choose different Paragraph Spacing.
03:02After you've made a series of changes, you may want to save this as a unique
03:06Style Set of its own. Using Themes, Style sets, Colors and Font sets, as well as
03:16Paragraph Spacing, you can control your document's formatting at a global level,
03:21allowing you to quickly and easily reformat your entire document far more
03:26quickly than you could if you were trying to do this manually.
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Applying Quick Styles and clearing formatting
00:00When you create a document from scratch, you'll use Styles to format your
00:04headings, your titles, and your body text.
00:07If you're working on a document that was manually formatted using the commands
00:11in the Font and Paragraph groups, it might be easier to clear all the formatting
00:16and apply Quick Styles.
00:18Let's take a look at how you can format a document.
00:20We've already entered our text.
00:22We've already checked our spelling.
00:23We're fairly happy with this draft, and now it's time to apply some Styles.
00:27We could have done this as we created the document.
00:30This is our document Title.
00:32You'll simply choose the text and choose the Title style.
00:37This is a higher level heading, a Heading 1.
00:39So we'll apply a Heading 1 style.
00:42This is our normal text, looks just fine.
00:45It's our body font.
00:47This is a Heading 2, and I don't have to do these individually.
00:50I can hold Ctrl and select multiple Heading 2s and format them all at the same time.
00:59And then here we have another Heading 1 at the bottom about a Probationary
01:02Period for New Employees.
01:04So I've formatted this document using Heading 1s and Heading 2s, and I can
01:09change my Style Set if I wish, as we saw earlier, to a Style Set that I might prefer.
01:14Now let's look at a document where somebody has already gone in and applied some formatting.
01:19This document looks like it has Styles applied, but in this version of the
01:23document, formatting was applied using the Font and the Paragraph groups.
01:28You can tell by simply clicking on some texts that is formatted
01:31and notice that it's all normal, no matter where I click.
01:35In other words from Word's point of view, this is all one set of body text
01:40that's been dressed up.
01:41That's been painted.
01:43I can take a look and notice that a color was used here and bold, but I'm
01:46looking to my Font and my Paragraph groups in order to see that, in other words, no Styles.
01:52So there're really two choices here, two approaches that we can take to decide
01:57how we want to update this document.
01:59If the person who formatted this document formatted consistently, for
02:03example, if we did it a few years ago or if whoever is doing it understands
02:07the use of Titles and Headings, then we can convert the formatting that's
02:11already here to Styles.
02:13Let's take that approach first.
02:15First, this is a title, so let's make it a title, and then let's choose this text.
02:21And I'm going to right-click and go to Styles and say choose all the text that's
02:27similarly formatted.
02:29When I do, you'll notice that Word selects all of the red uppercase text in the document.
02:35Now some of these are Heading 2s and Heading 1s, but I'm simply going to format
02:39them all as Heading 2s to begin with.
02:42And then go back and choose the two Heading 1s, and format those separately.
02:50That was relatively painless.
02:52That was pretty quick.
02:53There are some other text in this document that is bolded.
02:57For example, here employee, Exempt, and I can look at this for a moment and try
03:03to determine what it was that the author had in mind.
03:06It's a little bit of mind-reading, but it looks like these terms might be
03:10bolded for a reason.
03:12So I'm going to select some of this text and say show me all the text that's
03:17similarly formatted.
03:18And you'll notice, once again, that Word identifies all the bold text in the document.
03:24Now the Bold was applied here.
03:26That means that that Bold style will be used no matter how I change Style sets.
03:30But there is a corresponding style to Bold that's called Strong.
03:35It doesn't look like a big change, but it is, because now I can format this
03:39document using a Style rather than simply having clicked on Bold in the Font group.
03:44There's a corresponding Strong style in every single Style Set.
03:49So if I switch Style Sets now, notice here that it's bold and red text, my strong
03:56text here simply bold and here simply bold.
03:59So now I've reformatted this document that had all manual formatting to begin with.
04:05If it's not as clear why the author chose a particular formatting, it might be
04:10easier simply to remove all of the formatting in the document.
04:14Let's take a look at this document from the beginning yet again.
04:18So here's this document.
04:20Perhaps when we opened the document, it was not necessarily clear how the
04:25formatting had been used.
04:26It might be, for example, but some of these were red and some of these were
04:30green, that you couldn't necessarily tell what was been indicated by the
04:35formatting in the document.
04:36To quickly remove all of the formatting in your document so that you can start
04:40again, select the document, click Styles and choose Clear Formatting.
04:46This will remove all the formatting in the document, returning it to its
04:50original draft state.
04:51And then we can proceed to format as we did originally by simply determining
04:56what were heading ones, what were heading twos, and applying our formats as we go through.
05:01Once you know the advantage of styles over Font and Paragraph formatting, it
05:06makes sense to format, or even reformat, all of the documents you create or edit
05:10using Styles, making formatting and future use easier for you and for your
05:16colleagues who work on the document.
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Creating a Quick Style set
00:00Each Quick Style Set contains an entire palette of Font settings and Paragraph
00:05settings, all the styles that we need to build a standard document.
00:09However, we might want to add a new style to this set, or change a few of the
00:13styles in the set for a particular document or set of documents.
00:17After we modify or change individual styles, we can save new set of styles
00:23as a custom quickset so that we can reuse it in future Word documents.
00:27Here's a document that we've worked with a number of times.
00:30I've chosen the Elegant Style Set for a couple of reasons.
00:35I like the indented paragraph styles.
00:38And I mostly like the fonts that are used in this document.
00:42However, I want to change the Title style to make it a little bit smaller.
00:46There are two ways that I can think about changing the Style.
00:50First, on the Home tab, I could actually right-click on the Style, and say
00:54I want to modify it.
00:57This is a familiar Modify dialog box for Word users.
01:01We've seen it before.
01:02And you can change Formatting, for example, the Font here in the Font
01:06dialog box, or I could simply say I'd really like to have a smaller font.
01:10That would work as well.
01:12So I can change any settings I want here by Modify Style.
01:15When I'm all done, I click OK, or I can show Word what I want.
01:20I can select the text.
01:22Actually, 28 is fine.
01:23I probably would have chosen a 24 in the dialog box, but this is the look
01:27that I'm aiming for.
01:28Now I can right-click on that style, and I can update the style named Title
01:34to match my selection.
01:36In other words, I've done some format changes here, and I'm immediately going
01:41to apply them to my style so that I don't need to format this manually in the future.
01:46Now I want to add a new style. I have a Note box here, and throughout my
01:51document, I'd like to have Note standout in a particular way.
01:55I don't have a Note style already in this set.
01:58I can take a look and see if any of the styles that are there are what I'm
02:01looking for, not bad. That's okay.
02:06I'm thinking of something just a little bit different than any of the
02:10styles that I see here.
02:12So I'm going to create a brand-new style from scratch.
02:15First, we're going to show Word what we want our style to look like.
02:19I'd like this style to be italicized.
02:22I want it to pick up one of the other colors in the Theme Color, and I'm
02:25actually going to choose this Red.
02:28I like that color, and I'm going to bold this Note as well.
02:32So that's what I would like a note to look like.
02:35Now I want to save this as a New Quick Style and add it to the Style Set.
02:39I need to select the Note in order to do that.
02:43But before I do that, I want to point out that there is more than one kind
02:46of formatting here.
02:47This is Font Formatting that I applied.
02:50But I want this paragraph to stand alone so it also has Paragraph Formatting.
02:56If I were to choose, for example, just a few words and save this as a Quick
03:00Style, I'd actually have a style that works for Character Formatting but won't
03:04affect my Paragraph Formatting.
03:06In other words, the choices I would make here, but none of the choices that are
03:10made or that I'm using based on their current settings in the Paragraph section.
03:16So I'm going to turn on my Show/Hide marks so that I can see at the end of this
03:21paragraph, and I'm going to select the entire paragraph including the mark.
03:27By doing so, I'm saving these settings as well as these settings in my New Quick Style.
03:33I'm going to choose Style and say save this selection as a New Quick Style.
03:39And I'm going to call this EmployeeNote and say OK.
03:44Now my Style Gallery includes a new style that I created, just so we know that
03:49that works let's just choose a paragraph and notice, works just fine, great
03:53new style that I can use.
03:55If I want to use this group of settings any place else in any other document,
04:00then I want to save this Quick Style Set so that it's useful beyond this current
04:04document I'm working in.
04:05I'll turn off the Show/Hide paragraph mark on the way, and now let's save this
04:11entire Style Set as a New Quick Style Set.
04:14Here in the Styles dropdown list, I'm saving individual styles.
04:18This is where I modified my title style.
04:21This is where I added my new employee style.
04:24If I want to change my entire Style Set, I'm going to do that on the Change
04:29Styles button, Style Set, not just one style, and then save as a Quick Style Set.
04:36Although I'm clicking the Change Styles button to the right, what I'm saving
04:41are all of the styles contained in the Style dropdown right now.
04:45I'm going to choose Save as Quick Style Set, and I'm actually going to give
04:49this a functional name.
04:50You could give it a name like rowboat or any of the other names that are already
04:54used elegant, fancy, but I'm actually creating this for a context.
05:00And I'm going to call this TwoTreesManual, because we're going to use this Style
05:05Set not just for employee manuals but for other policy manuals.
05:09This is a Style Set that I'd like to reuse, and I want to be clear about why
05:13am going to reuse it.
05:15If I want to, I can put spaces in the name, and this is being saved as part of my profile.
05:21So let's click Save.
05:23Now when I go to my Style Sets, there's my new Style Set that I can apply to any
05:28document, so if I were to change my Style Set in this document, for example, to
05:32modern, and then I'm going to change my Style Set back to Two Trees.
05:39So let's quickly open another document that we already have.
05:43Let's open our Employee Handbook, which is formatted very clearly not in our new
05:50style, and let's apply our new Two Trees Manual Style Set.
05:55Notice, very quickly, the entire document is reformatted.
06:00And we can use this Style Set over and over and over again
06:05now that we've saved it here on our list of Style Sets.
06:08Our new Quick Style Set, and the new and modified styles it contains will
06:13be available every single time we create or edit a Word document, making it
06:18incredibly easy to format or reformat our document text to our precise
06:23specifications.
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Using the Navigation pane with styles
00:00You may already be using the Navigation pane to browse pages or find text
00:04strings in your document, but you ain't seen nothing yet, because when you work
00:09with document structured using Styles, you can turn loose the real power of the
00:13Word 2010 Navigation Pane.
00:16In chapter 1, we took a look at two of the tabs, the Find tab and the Browse
00:22Pages tab here in the Navigation pane.
00:25But in a well-formatted document, that is a document that uses Styles, we add
00:30two new capabilities to the Navigation pane.
00:33First, the Browse by headings tab will have some content.
00:37So if you're searching, you can see three different things.
00:40You can see the text in context, pages, and sections.
00:44So let's look, for example, for the word "probation."
00:47We'll find here when we browse the text by context, that we find 13 different matches.
00:55We can go to any of them.
00:57We find that this text is listed on a handful of pages: 4, 5, 7, 9 and so on.
01:06But unless you've memorized the contents of every page in your document, viewing
01:11search results by headings is going to be a lot easier, because when I take a
01:15look at Browse by headings, I can actually see that it's not just on page 4.
01:21It's actually part of Employment Relations or Regular Full-Time, Regular Part-Time.
01:26Each of the headings that is highlighted is a heading where the search
01:30results have been found.
01:32You can navigate to any of these pages, or any page that's not highlighted,
01:37by simply clicking.
01:40I'm going to remove the search results.
01:43This is the document structure,
01:45its skeleton - if you will - on the left, and the document itself on the right.
01:49So you can use this Headings tab to quickly go to a particular section of your
01:54document if you wish.
01:56But we can also use it to rearrange the document.
01:59For example, if we decided that we wanted to move Section 7 above Section 6, or
02:06move Section 4 below Section 5, I can simply grab the Section, drag it, and
02:12move an entire Section.
02:14Now, I'll have a little renumbering to do here, but I've restructured my entire document.
02:19I grabbed a heading and the subheadings went along with it.
02:23For very, very long documents, you can also collapse your subheadings and see
02:30only the heading levels if you wish which makes it easier to work with
02:34rearranging your document, and navigating in your document.
02:38It's really easy to overlook this Navigation pane, or to forget how powerful it is.
02:44If you work with long or complex documents, I'd recommend that the Navigation
02:48pane might be a command that you want to add to your Quick Access toolbar, so
02:51that you can easily turn it on and off, because even the largest documents are
02:57incredibly easy to handle using Word's Navigation pane.
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Easily creating a table of contents
00:00Now that you've moved to Styles to format your document, creating a Table of
00:04Contents in Word 2010 is insanely easy.
00:08Let's create a simple Table of Contents, and then we will take a look at some of the options.
00:12First, here's our TWO TREES OLIVE OIL EMPLOYEE MANUAL, and there's a blank page
00:17here, waiting for us to insert a Table of Contents.
00:20I have the Navigation pane displayed here on the left, because the contents of
00:25the Navigation pane are actually going to be the same as the Table of
00:28Contents in a moment.
00:29I am going to go to References > Table of Contents.
00:33There are really two built-in tables of contents.
00:36The difference between them is one says CONTENTS, and one says, TABLE OF CONTENTS.
00:39I will simply choose the first one, and we have our Table of Contents that
00:46quickly, that easily.
00:48This Table of Contents was created dynamically, and the page numbers here
00:52actually link to the headings.
00:54If I hold the Ctrl key down and point to a page number and click, I can actually
00:58go to that spot in my document.
01:00A user needs to know to do this.
01:04There's no easy way for them to know otherwise.
01:07There's no hyperlink that shows it.
01:09But you can educate users, and you can know yourself that if you hold Ctrl and
01:13Click, you'll actually go to that position in your document.
01:16Go back to the beginning of my document.
01:20Unlike a Table of Contents, I create manually this Table of Contents, has a
01:24way to automatically update, as you can tell when the table is selected, you see Update Table.
01:29For example, I'm going to go change one of my headings.
01:33We're going to change the heading for The Story Behind Two Trees Extra Virgin Olive Oil.
01:39We are going to call this THE REAL STORY BEHIND TWO TREES EXTRA VIRGIN OLIVE OIL.
01:44This is the kind of change we'd routinely make in a document that we're working with.
01:48Then I'm going to put a blank page after this, and I am going to simply do that
01:52by inserting a blank page in the document.
01:56So now my introduction doesn't start until page 7.
01:59These are two significant changes, if you've typed this Table of Contents.
02:04But by using the Table of Contents feature, this is really easy to fix.
02:09When I click Update Table, there are two choices.
02:12One is to simply update the page numbers.
02:15Word hangs on to the headings it has already and goes and says, what page will I
02:18find these headings on now?
02:20The other possibility ,and one I more frequently use, says rescan the document
02:24again like you did the first time, replace this Table of Contents with one
02:28you generate dynamically again, so that if the name of a section has changed,
02:33or I have inserted a heading that I didn't remember, you'll catch it on this go around.
02:37So I am going to say OK, and you'll notice here, the real story, and you'll also
02:42notice that section 1 starts on page 7.
02:46It couldn't be easier.
02:47This Table of Contents is a bit long, though.
02:49It covers everything, all the Heading Level 1s, and Heading Level 2s.
02:55It's possible that I might want a shorter Table of Contents, perhaps there's
02:59an index that I've placed at the back of this document, and all I need here is a short Table of
03:04Contents that I reflects only my Heading 1s, rather than other headings.
03:09So I'm going to remove this Table of Contents, and let's take a look at some options.
03:13Let's go back to References.
03:15If we are anywhere in the Table of Contents, we can choose to remove the Table of Contents.
03:20That's References > Table of Contents >
03:22Remove Table of Contents, it's gone.
03:25And now we are going to choose the Insert Table of Contents command, which will
03:29open up the Table of Contents dialog box, and allow us to make some choices.
03:34First, Show levels;
03:36I really only want level 1 headings.
03:39Other choices, I could say I don't want to show page numbers.
03:42You might wonder why wouldn't I want to show page numbers?
03:46Perhaps what you want is a list of the sections of the document, and you don't
03:50necessarily want to create it as a Table of Contents.
03:54Page numbers are automatically right- aligned, but I have the choice to put them
03:58over closer to the text, and there's automatically a Tab leader, but I can
04:03remove that Tab leader or put a dashed line if I prefer, an underscore line, or no line at all.
04:09I am going to keep the default setting here.
04:13This is what the document will look like when printed, and actually how it
04:17appears on the screen.
04:18I also have the choice, if I publish this to the Web, to use hyperlinks
04:23rather than page numbers.
04:24This would be a good use of a document, a Word document that I typically would
04:28simply open from my Internet and go search the document or browse in the
04:33document. By publishing this document as a Web page, what I get is a Table of
04:39Contents that's filled with hyperlinks, rather than filled with page numbers.
04:43So, Heading 1's only, Show page numbers.
04:46Let's say OK, and there is my simple Table of Contents, made to order.
04:53If I want to update this Table of Contents, I can right-click and choose Update field.
05:00With the entire Table of Contents selected, I can also choose that Update
05:04Table button if I wish.
05:06Let's remove this Table of Contents, and once again quickly generate the
05:11full Table of Contents from scratch Headings 1, 2 and 3, just to remember how easy that was.
05:17Word's Table of Contents generator is a great feature that's powerful and yet
05:23extremely easy to use.
05:25This is yet another reason to create and structure, through formatting, your
05:30documents using styles.
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Restricting formatting to a selection of styles
00:00When you're the person in charge of assembling and finalizing documents that are
00:04created from parts and pieces, either submitted or reviewed by others, you can
00:10spend a lot of time replacing manual formatting with styles to create a
00:14consistent professional-looking document.
00:16If your authors or reviewers use bold, italics or other manual formatting, it's
00:22not always clear what they intended.
00:23So there's a bit of mind reading as well as the time you spend reformatting, and
00:27it's not just your time that's wasted. In addition to the minutes or hours you
00:32spend reformatting documents, there's all the time that your authors and
00:35reviewers wasted applying formatting that you will never use.
00:39You have an option though.
00:41You can restrict the formatting that other users can apply to a document.
00:46So let's take a look at how this works.
00:48We have a document here, and we are going to send this out for other people to edit.
00:51We might also want them to do some formatting.
00:54We might want our reviewers or other authors to be able to indicate what's a
00:59Heading 1, what's a Heading 2.
01:01What we don't want them to do is spend a lot of time using font or paragraph
01:06formatting on this document to make it pretty, because actually that's our job.
01:11So what we are going to do is we're going to restrict the formatting in this document.
01:15I going to click on the Review tab and choose Restrict Editing to open the
01:20restrict formatting and editing task pane on the right side of my window, and
01:24I'm going to choose Limit formatting to a selection of styles.
01:28Right now, the selection of styles is all the styles in the world.
01:32Let's go back to our home tab and take a look. All of these styles and all the
01:37Font styles and all the paragraphs styles are still available.
01:41But I actually want to limit the selection to things like normal, Heading 1,
01:46Heading 2, Subtitle, Subtle emphasis and emphasis.
01:51I'll give them most of these, but I don't want them to apply manual formatting.
01:56So I am going to click the Settings hyperlink and notice that Limit
01:59formatting is already turned on, and I'm going to go with what's called the
02:04recommended minimum.
02:06Now, the recommended minimum allows them to indent, allows them to apply
02:10Captions, Footnotes and Endnotes, and Headings, as well as some HTML.
02:17I could remove the HTML if I know that this isn't going to be published on the
02:21Web in anytime soon.
02:23Some indexes, but notice that many of the table styles are gone, some of the
02:29list styles are there, and let's say OK.
02:31It says this document may already contain formatting that isn't allowed.
02:37If that's true, do you want to remove it?
02:39And I would say yes.
02:40Now, when I start enforcing my protection here, I can apply a password. I don't need to.
02:47I can simply enter no password at all.
02:50If I enter a password, I need to enter the same password twice, and I need to
02:54make sure that I'm not going to forget it.
02:56This is securing the document from formatting, not securing the document
03:00contents from corporate spies or other malicious users.
03:04So this is a good time to have a group password that is used anytime you want to
03:09restrict formatting.
03:10In other words, not for protection of documents, but for this kind of light
03:14protection. I'll often simply leave this blank.
03:18Now, you'll notice that the document is protected, the Font formatting tools are
03:22no longer enabled. The Paragraph formatting tools are no longer enabled.
03:27In other words, no one is going to manually format this document anymore.
03:32They can still, however, apply all of the styles that are available, so what
03:37I'll often do is I'll add some text to the beginning of the document, or put it
03:41in the body of the e-mail that I send to authors or reviewers
03:44that says, "Please use the styles on the home tab for any formatting in this document."
03:57So if someone wants to bold this text, B doesn't work, but title does.
04:03If they want to change, they can't change the font, and they can't change its size.
04:08When I get this document back and get everyone's contributions to this document,
04:12I'm going to spend very little time reformatting the document, and at the same
04:16time, I'm actually building the library of well-formatted documents in my
04:20organization that are available for easy reuse.
04:24If I want to stop protection, to be able, for example, to add another style that
04:30would be available, I can simply choose stop protection.
04:33Notice that the font and paragraph tools come back, and I can turn off limit
04:39formatting at anytime I wish.
04:41If I'd apply a password, I would have been asked for the password in order to do this.
04:46If you're willing to be a little bit proactive, you can prevent your authors and
04:50reviewers from wasting time by restricting them to appropriate styles for the
04:55documents that you are creating together.
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Creating a multilevel list using styles
00:00In the last chapter, we looked at bullet lists, numbered lists, and multi-level Lists.
00:07And when we looked at multi-level Lists, I noted that some of the multi-level
00:12list styles actually included Heading styles.
00:16Now that we have learned about styles and lists, we can put the two together and
00:20take a look at styled multi-level lists.
00:23I am going to begin by selecting the text for my multi-level List.
00:29If I simply choose one of these styles, like 1.1 or 1A, what I am left with is
00:35simply a list, and I can indent some of these items in order to make them lower level.
00:41For example, I can click here and turn this into an A. This is a
00:45regular multi-level List.
00:49However, if I choose any of the styles that have the word Heading in them, I
00:53get not only a multi-level List, but I actually get a change in my Heading styles in Word.
00:59Now I have a Heading style that includes the word Article.
01:04If I indent my Subpoint, it includes the word Section, and this is part of
01:10the Heading styles.
01:11I have actually chosen not just a Multi- level List, but I have chosen a new set
01:17of Heading styles to support it.
01:19So let's undo these changes.
01:21We can select these items, change their List level to an Article level, and
01:27they are back again.
01:30So I can include text, like the words Article and Section.
01:34I can also include, for example, the word Chapter.
01:37This is the only word that appears in this list.
01:40This custom multi-level List includes only Heading 1s
01:43that include words.
01:44If I indent, for example, a Subpoint or choose a lower list level for it,
01:49these do the same thing.
01:50You will notice that the word Chapter goes away.
01:55All of the other styles have no additional text with them.
02:03And if I select, for example, a very standard outline, this looks a lot like the
02:09outline 1A that we would see in a book, for example, a reference book, I get a
02:14really nice set of Heading styles that only include Numbering.
02:18So here is my next level, A, but notice then Heading 3 has an even lower level,
02:25and there's actually even a Heading 4 and a Heading 5 that are created and
02:29added as I use them.
02:33So another really nice feature that I can quickly go in, and Layout and Outline,
02:39whether I am creating a handbook or any other kind of a document, and this
02:44multi-level List actually understands that it's an Outline for a document.
02:49When I go to the end of the line and press Enter, I am back into Normal text.
02:54So if I want to add text after my first point, I press Enter, and it returns to
02:59Normal text, so I can just type whatever words I would like to have here.
03:03The same after the Subpoints.
03:05This is a really great style to use when you are creating a structured document.
03:10Now I would like to show you another use of multi-level lists, so rather than
03:14choose a List style that changes my Headings, I actually want to choose my
03:19Headings and change them manually.
03:21Let's return to our TwoTrees Employee Handbook.
03:24As you will notice, we have numbered sections, but those numbers were typed in.
03:30Notice there's no number associated with my Heading 1s or Heading 2s.
03:35Someone actually type 3.10 INCLEMENT WEATHER/EMERGENCY CLOSINGS, 3.11, and so on.
03:42The problem will become obvious as soon as we think about it.
03:46When we have the need to insert something in this Handbook, we are going to need
03:50to manually renumber.
03:51For example, the Handbook is under review right now, and we need to add a
03:56section 3.11 on DISASTERS/STATE OF EMERGENCY.
04:00So I am going to Copy this and change back to my Handbook, and I am going to Insert it.
04:08And when I do, there is no automatic numbering that happens.
04:11I will need to number this myself.
04:15But then I will also need to renumber 11, 12, 13, 14, and so on.
04:20I would really love to have this document number itself for me automatically.
04:25And that's really easy to do in Word 2010.
04:29Let's take a look at a section of this document and see how we would create
04:34styles that would allow us to have the document number itself.
04:38So here's the section of the Employees Handbook, and you will notice that I have
04:42a introduction at Level 1, and then I have my Heading 2s, and I simply want to
04:48modify my Heading 1.
04:49Now, I can either choose numbering here, for example, I can choose the recently
04:54used format Number 1, or I could type a number 1 at the start.
04:58But the trick is to update my Heading 1 to match my selection.
05:03And when I do, here's my Heading 1 automatically numbered here as well.
05:07Now I am going to change my Heading 2 style.
05:11I would like this one actually to have letters rather than numbers, and I am
05:16going to right-click and update my Heading 2 to match my selection.
05:21So now when I insert some text, for example, if I were inserting the text here
05:26about our DISASTERS/STATE OF EMERGENCY, let's Copy that text and go back to our
05:31section of the document that we are working in, and let's Insert it.
05:35And you will notice that it's a Heading 2, so it knows to give it a letter.
05:39I am going to click on the A, the field, and I am going to say, continue this numbering.
05:45So it's A, B, C, and so on.
05:48Now, I will obviously want to go back and change my Heading styles so that this
05:51is over to the left a little bit.
05:53I don't want it to indent.
05:54I can turn on my Ruler and make some other changes here and update my style one
05:59more time to take care of the formatting issues that the numbering created.
06:06And this, again, takes care of all of the Heading 1s, and I can do the same
06:10thing with Heading 2s.
06:11The point is that I can create any kind of a multi-level list that I need to
06:16create using any of the Style Sets that already exist.
06:20If I ever want to use this Style Set again that I have created, it would be very
06:24good to make sure that it has all the Quick Styles that I want, and then to open
06:30Style Set and Save this as a new Quick Style,
06:33for example, modern Numbered, so that I will have it for use again in future documents.
06:42Between Styles and our multi-level Number List, I can create powerful Outlines
06:48and outline existing documents in Word 2010.
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7. Working with Tables
Creating a table to organize text
00:00A Table looks a lot like an Excel Spreadsheet in your Word Document.
00:04A table has rows and columns and cells, just like a Spreadsheet.
00:08Each cell can contain text, and text automatically wraps within a cell.
00:14The cell height increases to make room for all of the text that you add.
00:19Tables allow you to position blocks of text in relationship to each other and to the page.
00:25Tables can also be used for layout.
00:27There are five ways to insert a Table.
00:30All of them begin on the Insert tab of the Ribbon.
00:33You can choose Insert Table and draw your Table essentially, drag to cover the
00:39number of rows and columns that you want to include in your table.
00:43Make sure that you get the number of columns right, because as you'll notice,
00:47Word is taking the entire width of the page and dividing by the number of
00:51columns that you've selected.
00:53Therefore, it's a little harder to insert a column later.
00:57You'll have to adjust the columns that are already in place.
01:00You don't care as much how many rows there are, because you can easily add new
01:04rows to the table, as you'll see in a moment.
01:07So I'm going to begin with a 5x2 Table.
01:09I know that I need five columns.
01:12I typed text in my Table as I would in my document, pressing Tab to move from
01:17one cell to the next.
01:22When I get to the last cell in a row and I press Tab one more time, I return to
01:29the first cell of the row immediately below.
01:38If I miss a cell and want to a back up, I can hold Shift and hit Tab to go back.
01:42So Tab to move to the right, Shift+Tab to move to the left.
01:49Now I've run out of Table, but if I press Tab one more time, a new row will appear.
01:54As I said, we don't have to worry a lot about having enough rows.
01:57We just need to make sure that we have enough columns.
02:00I can adjust my Table column widths by simply pointing to the break between
02:06columns and dragging.
02:08When I do that, I want to make sure that nothing is selected.
02:11I can select rows or columns in my Table, and if I have a row selected, for
02:17example, and adjust the column width, I'm only adjusting it for that row.
02:23This is usually not a good idea.
02:25So with nothing selected but being anywhere in the Table, I can adjust column widths.
02:31I can adjust row heights.
02:33There's a minimum row height that's set in the Table Properties.
02:37So I'd like to leave more room for City, but I don't need much room for
02:41State, and can have a lot of room for Full Names and for the Number of
02:47Employees and the Year.
02:48I can also easily insert a new row.
02:52I can select the row and right-click and choose Insert, and my choices will
02:56be columns or rows.
02:58I have a row selected, so I can insert a new row above very easily.
03:03I'm going to undo that.
03:04I can insert a new blank row below.
03:09Now I can also insert a column.
03:10I can select an entire column, right- click and choose Insert Columns to the Right.
03:18Some adjustment is made, looks good, and I again may want to go back and make
03:22some adjustment to other items.
03:25To delete a column, simply select it and delete it.
03:28When I inserted my Table, I got two new tabs on my Ribbon:
03:32Table tools, the Design tools, which we'll look at later, and our Layout tools
03:37where the commands we've just discussed, inserting and deleting appear in the
03:43Rows and Columns group.
03:45That's the first way to insert a Table.
03:47I have a couple of other ways that I can insert Tables as well.
03:51Go back to Insert, choose Table, and choose Insert Table to open the Insert
03:56Table Dialog box, and I can say I'd like to have a table that has three columns
04:02and at least two rows.
04:04And Word will create that Table for me.
04:07I'm going to undo that.
04:08The third way to insert a table is to draw the table,
04:12not by dragging here, but by actually choosing Draw Table, grabbing this Pencil
04:18tool and creating a Table, drawing our columns, drawing our rows.
04:29When you're done drawing the Table, be sure to turn Draw Table off in order to
04:34be able to get your insertion point back.
04:36Let's undo that Table piece by piece.
04:42I can insert a new table by choosing a Quick Table.
04:46These tables aren't what you and I would traditionally think of as Tables.
04:49They're actually graphic elements that include contents.
04:51For example, calendars. Here's our weekly calendar that appears as a Table.
04:57And you can reformat this to change the dates, or put a different month here.
05:03But again, a very complex table, not at all like what we've been looking at up until now.
05:08And then finally, I said that Tables are a lot like Excel.
05:11They look like Excel here in your Word Document, but the final kind of Table you
05:16can insert is actually to say I would like an Excel Spreadsheet right here.
05:20If I'm going to do calculation in my Table, it's actually nice to have access to
05:26all of Excel's Calculation tools.
05:29So here's my Excel Spreadsheet, and I can tell that I'm in Excel because the
05:34familiar Word Ribbon is actually not here anymore.
05:37What I'm seeing is the Microsoft Excel Ribbon, with my tabs for Formulas, and for
05:43Power Pivot, and other choices like that.
05:45So I can have access to all of the functions in Microsoft Excel to be able to do
05:50calculations here in my Word Document.
05:54Tables are useful for presenting information and for making sure that the text
05:58in your document is correctly positioned.
06:01But with five different ways to insert three different types of tables, this is
06:05a feature that you'll be able to use for many purposes as you create your
06:09documents in Microsoft Word.
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Converting text to tables
00:00If you have a document like this one, information that was entered using tabs,
00:05you can quickly convert this tabular text to a table.
00:09Tabular data is relatively hard to work with and to be clear, when this data was
00:14entered this was probably entered by somebody who was doing a really good job.
00:17They set tabs, for example, for State and for Manager, for Employees and for
00:24the Year Established column, and yet if I want to, for example, trade the City
00:30and State columns and I try to select State, I can't. There is no real sense of a column here.
00:36What there is is data that was entered by pressing Tab.
00:39The same thing is true if I want to select this text. I can select this as
00:44block, but I can't easily work with this data in its current format.
00:49By converting it to a table, I can easily work with this data, trade columns,
00:55trade rows, and so forth.
00:57So let's convert this text to a table.
00:59I'm going to begin by selecting all of the tabular data.
01:03I'm not going to include Retail Store Locations, just my tabular data, and then
01:08even though I'm not inserting anything, my Table commands are on the Insert tab.
01:13So we're going to click Insert > Table > Convert Text to Table.
01:17A Dialog box opens that asks me to verify what my data looks like.
01:22I'm not concerned with the number of rows, but I want to make sure that the
01:27number of columns is correct.
01:29I have five columns of data.
01:32If this number is different, for example, 6, it might mean that there's an extra
01:36tab here on the ruler.
01:39If it's dramatically different, like 10 columns of data, that sometimes happens
01:43when the person who created this document to begin with didn't know how to set tabs.
01:49So after they typed City, they pressed Tab, Tab, Tab to get here and Tab, Tab to
01:54get from State to Manager, and then you'll have an outrageous number of columns
01:58because there were many times that tabs were used here.
02:01If that's the case, you can still try Converting Text to Table, but you might be
02:05better off fixing the tabs first before you attempt to do this, or simply type
02:10in the text over again.
02:11In terms of the table that we'll be creating, the widths of the columns will be
02:16set automatically based on the current contents of the data in that column.
02:21Then finally, it says Separate Text by Tabs, which is exactly how this data was entered:
02:26City tab, State tab, Manager tab and so on.
02:30Don't blink, because this happens really quickly now, and in one click I've
02:35converted my tabular data to a table in Microsoft Word 2010.
02:40In my table then I can adjust my column widths and more importantly, I can
02:44select data by the column.
02:46Notice as I hover above the top of a column, I have a downward-pointing arrow
02:51that I can click to select a whole column of data.
02:54In the same way, I'll have an arrow to the left of a row that allows me to
02:59select the whole row, or a small arrow that allows me to select just a cell.
03:04But I want to select an entire column of data and my goal was to swap the State
03:09and the City, so I'm simply going to select the State column, drag it over here,
03:14and that quickly trade those two columns of data.
03:18Again, if I'd like to have this data about the Year that the store was
03:21established at the start of my list, I can simply select it, drag and drop.
03:27If you have hard-to-format tabular data, convert it to a table, and make it
03:32much, much easier to edit and to format.
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Formatting tables for readability
00:00When you create a brand-new table or convert text to a table, Word creates a
00:05plain table with no formatting.
00:07You should format your tables to make them more eye-catching, or you can format
00:14your table so it doesn't look like a table at all, but it looks simply like
00:17parallel columns of text.
00:18So we're going to see how to do both of those things.
00:21First, when I've selected any text in my table or simply move the insertion
00:25point into my table, I have two new tabs on the Ribbon, Table tools used for
00:30Layout and used for Design.
00:33The Design tab has an entire gallery of Table Styles.
00:38If I simply point to a Table Style, these are more subtle.
00:43But as I open my gallery, I'll find that there are some where the header is
00:47highlighted and some, for example, where the left column, the first column is highlighted.
00:53If I were going to use this table to refer to City locations for Stores, it
00:58would be great to have those City locations highlighted.
01:01All of these settings are also affected by the Table Style Options that I've set.
01:05So if I turn off First Column, now I don't have choices that include a
01:10highlighted First Column, or I might decide that the Last Column and the First
01:15Column should both be highlighted in a different way.
01:17Notice this makes them stand out, but then we loose some of the readability
01:22that's provided by our banded rows that make it easy for the eye to follow
01:26horizontally across the table.
01:29When I click out of my table, my tools go away.
01:32I click back in my table and here they are again.
01:35And towards the bottom of the gallery, there are some pretty impressive formats
01:39created with the darker accent colors.
01:43These do not do well printed on a black-and-white printer.
01:46I'm not even clear that they do exceptionally well printed on a color printer
01:49with a very wide format like this.
01:51However, this is a great design for pasting into a PowerPoint presentation.
01:57It's sparkly and attractive.
01:59And it catches the reader's eye.
02:00But if I need a reader to really read this table, I should provide them with a
02:05format that makes the table easier to read.
02:07For example, this style is very similar to the green bar paper that was used
02:13in a lot of different computer settings for years and years, because it's easy to read.
02:18What if I don't want this text to look like a table at all, though?
02:22What if I want to maintain the structure of the table but have the reader
02:27experience of it be simply a block of tabular text?
02:31Well, what I can do is I can remove the formatting.
02:33To select the entire table at anytime, I'm going to move out to this Table
02:37Selection tool and click.
02:39And I'm going to turn off all the Shading in my table.
02:43And I'm going to turn off all the Borders on my table.
02:47And now I have a table that basically looks like tabular text.
02:51I'm going to turn on the Gridlines, so I can still see how I can manipulate the table.
02:56So I'll do that by clicking the Layout tab and clicking the View Gridlines button.
03:01Even though this doesn't really look like a table anymore on the page, I can
03:05still select a column, and center the text in the column.
03:13I can still move a column from one location to another, if I wish.
03:19It's interesting my formatting came back.
03:21That's not exactly what I would've wanted.
03:23So let's just tell Word, no, we really don't want any formatting here.
03:29No Color, no Borders.
03:32And after I make adjustments like this, I'll often have to change my column settings.
03:36That's not a problem.
03:38There's nothing wrong with a plain table, but there's nothing inherently
03:42right about it either.
03:43If you have other graphic elements in your document, for example, charts or even
03:48text that's colored based on the theme, formatting your table is one more touch
03:54that makes your document look well-designed.
03:56And if you don't want your readers to experience your table as a table, you
04:01can simply remove all borders and shading, and what they'll see is well-
04:05formatted tabular text.
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Adding and removing columns
00:00Adding either rows or columns to our table is easy in Word 2010, and it's
00:05equally easy to remove columns and rows.
00:08For example, to insert a new row at the bottom of our table, I simply click in
00:12the last cell in the last row, and press Tab.
00:16I automatically get a new row.
00:19If I want to remove rows, I can simply select, right-click and delete them.
00:25Inserting a column is a little bit trickier because our table already takes up
00:30the entire width of the page.
00:32So, when I add a column, Word is going to make its best guess at how to change
00:37the widths of these existing columns in order to make it all fit.
00:41I want to add a column to show whether the store is a store that's opened
00:46Monday-Friday, or whether it's opened seven days.
00:49So, I'm going to insert a column.
00:52I can either insert it to the left of Employees or to the right of Established.
00:57In either event, if I want to insert to the left of Employees, I select
01:01Employees, right-click, and choose Insert > Columns to the Left, or on the Layout
01:08tab I choose Insert Left.
01:11Notice that Word automatically adjusted the column widths of all of the other
01:15columns to accommodate this.
01:17So, this is going to be Days, and our Ventura store is a Monday-Friday store.
01:25Our Los Angeles store is a 7-day store.
01:29Carpinteria is a 7-day store.
01:31San Jose, Monday-Friday, Oakland, 7 Days, Orlando, 7 Days, and our store in Boca
01:43is a Monday-Friday store.
01:45The way Word handled this insertion is a huge improvement over prior versions
01:49of Word, where it kept all of the columns that were already there at the same
01:53width and simply allowed their new columns to push the table off the right-hand edge of the page.
01:58I can easily change how this table is formatted, in terms of its column widths,
02:03using the AutoFit and Distribute commands.
02:06So, for example, let's say that I decided to make some adjustments to my table.
02:11I'm going to adjust this column.
02:14Notice that my rows get higher, because I don't have enough width now for some of the data.
02:20I'm going to move this edge of my table in, as well.
02:24As I adjust the right edge of the right column, I'm actually changing the width
02:29of the table altogether.
02:31So, if I now want to make a column wider -- by the way, it will be easier for me
02:35to grab the edges of these columns if I go to the Layout tab and view gridlines.
02:40If I decide that I want to make this column wider again, notice that it doesn't
02:45affect the width of the table itself.
02:48I can't make this any wider.
02:50If I want to manually change that, I can, but once I manually adjust the width
02:55of the table, I'm kind of stuck with that,
02:58although I can tell Word, actually, why don't you autofit this into the whole window?
03:04It will, once again, make this fit the window. Or if I want to wrap text around
03:09my table, and I want it to be as compact as it can be, I can tell it to autofit to the content.
03:15Word will quickly scan each column of data and size the column width to fit the data.
03:21So, now I have space to be able to wrap around this.
03:26If, however, I manually adjust this column width then, I have some rows that are
03:31of different height than the other ones, particularly, Pamela Sardeshpande's
03:35name is too long to fit in this newly sized column.
03:40Let me make all of the rows of the same height by choosing Distribute Rows.
03:44What Distribute Rows does is it makes every row the height of the tallest row.
03:49If I distribute columns, then what will happen is each of my columns will be of
03:54exactly the same width.
03:55Now, that means in some cases that I have breaks in bad places that I don't
04:00appreciate, like Established, I can either deal with this manually, or I can
04:04tell Word again, why don't you just autofit this to the contents or autofit it to the window?
04:11I can easily insert a row at anyplace I wish by right-clicking and choosing
04:17Insert Rows Above or Insert Rows Below or a column again.
04:22The same commands are repeated here on the Layout tab. One final thought:
04:27My text is in the upper left-hand corner of every cell in these three columns, is
04:34in the center but at the top of these three columns.
04:38I'd actually like to have my text appear in the center point of these cells.
04:43I like the spaciousness to the table, but I don't like the text crowding in the
04:47upper left-hand corner, for example, Ventura here.
04:51I'd rather have it be centered, vertically within the cell.
04:54So, I'm going to select my table.
04:56I'm going to use the Alignment buttons to align this text center-left.
05:02I could also align it at the bottom of my cell, the top-center, the middle-center.
05:09So, I want the middle-center for these three columns right here.
05:13Then let's select these three columns and go with Left Center.
05:17Now I have a nicely- formatted, easy-to-look-at table.
05:20With Word 2010, it's this easy to work with the tools on the Layout tab or to
05:27right-click and use the Content menu to quickly add rows and columns, and to
05:32reformat your table columns, rows, and cells.
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Sorting table data
00:00We have a table that we've been working with, but the rows of data aren't in any useful order.
00:05If a reader looks at this table, and they have to decide how it's organized,
00:08there isn't a pattern.
00:10They'll waste time trying to figure out the randomness of this data.
00:14Whenever we present a table, we should order it in a way that it makes sense to
00:18the people looking at it.
00:19We can use Word 2010's Sort feature to quickly rearrange the rows of our table in order.
00:25There are three kinds of data that Word recognizes.
00:29First, it recognizes plain text, like Ventura, CA, and Raul Morales.
00:35It also recognizes numbers, like 5 and 1982.
00:41Finally, it recognizes dates.
00:43When we sort items, we always want to make sure we sort them in the correct type.
00:47If we sort, for example, a column of numbers as text, we'll get a result that we
00:53really didn't expect to see.
00:54So we'll try that so we can take a look at it.
00:57But sorting is very easy.
00:59The Sort tools are on the Layout tab under Table tools.
01:03We'll start by simply clicking anywhere in the table and then clicking Sort to
01:07open the Sort dialog box.
01:09I'd like to sort this by city.
01:11So I'm going to choose Sort by > City.
01:15Word correctly identifies the Type of my data is Text and Ascending is
01:20alphabetical, A to Z. There's almost never a reason to sort text in descending
01:26order. What it looks like is a list sorted backwards.
01:29Pay attention here to the fact that Word correctly identifies that I have a header row.
01:35The reason it knows I have a header row is that all of the entries here are text.
01:40If I had, for example, 2010-2011 budget year as one of my header choices, it
01:48might incorrectly assume I have no header row.
01:51What this determines is whether this row will be sorted as part of the data or
01:56kept above the sort.
01:58Having set my sort, correctly acknowledge that my header row exists,
02:03I'm going to click OK.
02:04We're going to sort this list by city, easily recognizable to a reader who would
02:09look and say, ah, sorted by city!
02:13Let's sort this list by state and then by city, also easy enough to do, sort by
02:18state, and then in cases where the state is the same, sort by city. Let's say OK.
02:26We have a list where all of the California stores are listed first, but within
02:30the state of California, they are alphabetized, followed by the Florida stores
02:35where the city is also alphabetized.
02:37Let's take a look at sorting some numerical data. Let's click Sort.
02:43Let's click the number of Employees.
02:45I'm going to set this to none.
02:49Word correctly identifies this list as a list of numbers.
02:53It can do that because every entry here is a number.
02:56No one typed in a value, like NA or some other text that would mislead Word.
03:02We're going to sort these in descending order with our largest stores on top.
03:07This would be 100 down to 0 sort, versus a 1 to 100 sort.
03:12I'm going to click OK.
03:14We have a list where our stores with the largest staffs are listed on top, and
03:18the lowest at the bottom.
03:20Let's sort this again and sort it in ascending order.
03:25So, we will get 4, 5, 7, 8, 12.
03:28Now, what if Word misidentifies the type of data that this is?
03:33That most likely, again, happens because there are text entries in a column of
03:37data that otherwise should have numbers in it.
03:40I'm going to choose Sort.
03:41I'm going to tell Word that these are actually text entries.
03:44They're not numbers.
03:46When I do that, you'll notice I get a really weird sort: 12, 4, 5, 7, 8.
03:53I want to open that dialog box again so you can see it, because this is a
03:56frequently asked question in Microsoft Word.
04:01If I sort as text, all Word does is the same thing that it does when it sorts
04:05by city or by state.
04:07It says does this start with a 1 or a 2 or a 3?
04:10So, it's looking at just the 1.
04:12So the 1s will be followed by 2s, 3s, 4s, 5s, 7s and 8s.
04:16If I sort this by number, however, Word knows to look at the entire number as a
04:22value, not as simply a string of characters, and gives me back the sort that I'd like to have.
04:29Just one note, there is a limitation here.
04:32In a Word table, I can only sort by three fields.
04:35So, if you imagine a phonebook where you have states, then cities, then last
04:40names, then first names, that's a kind of sort that Word can't handle.
04:44I can only sort by state, city, and last name, and then the first names would be randomized.
04:49There is, however, a way I can do this in Word:
04:51Instead of using a Word table, I'm going to insert a table from Excel, because
04:56Excel can sort by as many columns as you wish.
05:00Whenever you create a table of data in Microsoft Word, you should be careful to
05:05provide some kind of an order to the table that's recognizable to readers, or is
05:10explained in text that surrounds the table.
05:13Fortunately, sorting is very easy to do in Microsoft Word 2010.
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Merging, splitting, and formatting cells to create a form
00:00Up until now the tables we've been working with have been regular tables with
00:04the same number of cells in each column , or the same number of cells in each row.
00:08But it doesn't have to be this way.
00:10There are a number of reasons that you might want to create irregular tables.
00:14One of the biggest reasons is to be able to create something that you can use as a form.
00:19There is a very compelling reason to use tables, and I'll show you real
00:23quickly that often I'll get a form where somebody has actually created a line
00:27by typing an underline.
00:30When I use this form in Word and begin to type my information, you'll notice
00:35that the line moves over and that anything to the right of this, for example,
00:40a Date would also move over, and the more I type, the more it makes my form look kind of icky.
00:48So, by using Tables, I can use Borders rather than Underlines, and I can create
00:54more professional-looking forms whether I am going to print them or use them
00:59onscreen, I'll always have a better looking form if I start with the table.
01:04I have a theory about this, that every form begins with either seven columns or
01:08nine columns, depending on how much I want to cram in into a page.
01:12It doesn't always work that way, but it's a pretty good way to start.
01:16In my Table, on the very first row, I want to put a Name and a Date.
01:19Second row, an Email address and a Phone, and an Address, and then an area for office use.
01:24So, I'm going to create a table that is seven columns wide and about
01:28eight columns long.
01:29I could insert this table any way I wish.
01:33In order to make it look right from the start, far more like a Form than like
01:37a Table, I'm going to go to the Layout tab, and I am going to turn
01:42Gridlines on, here.
01:44Then I'm going to go back to the Design tab, and I'm going to remove all of the Borders.
01:51So, all I see are my gridlines.
01:53I want my users to put their Name, and I'm going to have them enter a Date over here.
02:00So, they'll put a first name and space and a last name and space and a Date.
02:05On the second row, I am going to have then enter their Email address and a Phone.
02:10Now, just so you can see what I'm thinking about here,
02:13I am thinking that the Email address will take up a about that much space.
02:17Actually, I don't need a ton of space between the first and the last name.
02:22So, here's a first name, and here's a last name.
02:25We'll give more space to the last name.
02:26Then here is a place for a Date and for a Phone number.
02:34Now, I'm going to create some space for an Address.
02:38So, when a user enters an e-mail address here,
02:41I don't want it to take up more space and then simply scoot things out of
02:45the way or run over.
02:47I actually would like to give them lots of room to enter a long e-mail address.
02:51So, we're going to merge these cells together.
02:54We'll find the Merge command and the Split Cells command here on the Layout tab.
02:59So, I'm going to select the cells I want to merge together and choose Merge.
03:03Conversely, I can split cells.
03:05So, I'm going to have a place here for user to put a street address somewhere.
03:10Then I'll have them enter a city name, and I want to put state and Zip code here.
03:15I don't need it wandering all over to the right.
03:18So, I am going to split this scell here into three cells.
03:21I select the cell I want to split, click Split Cells on the Layout tab, and then
03:26tell it the Number of columns or rows I want to split this into.
03:29So, now I have place for my state, abbreviation, and for my Zip code.
03:35Finally, I want an area at the bottom of my form that is for office use only, right here.
03:42So, here's the end of my form, and I want to create a space for office use only.
03:46I'm going to Merge all of these cells together and type "OFFICE USE ONLY" and
03:53we can center this.
03:54Now I have an extra row below this, and that's a really good thing to have.
03:58For example, if I didn't have this last row.
04:02Now that I've merge these cells I were to Insert a new row Below,
04:07it will be a row just like the last row above it, which is one big row, not very useful.
04:14By keeping one leading edge here, one extra row that has all of the columns in
04:20it that I want, I have a place to be able to copy a row and use it over and over again.
04:27So, always make sure that your last row is a formatted row, even if you are not
04:31sure that you'll need it yet.
04:32We are going to enter a Date here, and we are going to enter who received these items.
04:40Then we'll have a box for comments over here.
04:44So, I'd like people to be able to enter a lots of comments.
04:48I am going to create a really large Comments box.
04:50That's this whole area.
04:52Select all the cells and Merge them together. A couple of thoughts.
04:57This is a lot of space to put a Date into, not entirely problematic, but I
05:02could give it less space, for example, and a lot of space for a Phone and a lot
05:06of space for Rec'd by.
05:08But let's add some lines now and see how we are looking.
05:11First, I need more room for Street address.
05:14So, let's Merge these before we leave.
05:18Now, let's begin to adding lines.
05:20We are going to add lines from the Design tab.
05:23We can either Draw lines using a Pen, or we can set Borders, and either one works.
05:29So, we'll use both. For example, if I want to draw a line,
05:33I click and choose the line I want to draw.
05:35My pointer turns into a pen, and I can simply draw.
05:39I don't have to be good at this, by the way.
05:42I drew more of a line that I wanted to.
05:44I would like to be better than that. I did undo.
05:46So, I can just click on the line to draw lines.
05:52So, I'd like to have a line for Address.
05:58I can do it in several sections like this, because the line that's being drawn is
06:02on the top of the row below.
06:04This is a reason actually to use the dropdown list rather than the Pen,
06:08because it's not clear whether you are drawing at the bottom of one cell or
06:12the top of another.
06:13I'd actually like to insert a line at the bottom for city, state and Zip.
06:18So, I'm simply going to choose a Bottom Border here. There is my city.
06:23Don't let that scare you.
06:23I just pointed to this and got a preview real quick.
06:27Now, I don't have to use the dropdown because the Bottom Border is on this button.
06:31It's the last item I selected. There is my state.
06:34There is my Zip code.
06:35Here's my Street address. Here is my Email Address, first name and last name.
06:44Let's switch back to the Layout tab and turn off the Gridlines.
06:47You'll notice that we have a really nice-looking form here.
06:50Now, I might want to move the Address down and get rid of this row.
06:53I'm noticing it's a little more spacious than I'd like.
06:57I'd like some shading and little more space here.
06:59So, let's go back and make some of those choices.
07:02Let's turn our Gridlines back on.
07:04It's always easier to work in the table if I do.
07:07I simply going to move Address to the next line and shade in this OFFICE USE
07:12ONLY, which I can easily do on the Design tab by choosing a Shading color.
07:18I might want to put a box all the way around this Comments section.
07:21Again, you can always turn your Gridlines off and see what the form is going to look like.
07:25No one would necessarily know that they can put comments here.
07:29So, let go back, and let's put a box all way around this cell
07:34that was several merged cells on the Outside.
07:37Let's turn our Gridlines off again.
07:42You'll notice that we have a nice-looking form.
07:44Now, when I type in this form, notice that no lines move around, because they're not lines.
07:51They're actually borders, which makes it far easier to work with.
07:54You don't have to be creating a form to use the Merge Cells and Split Cells tools.
08:00There are other reasons you might want to merge some cells in a document
08:03or split some cells.
08:04Again, don't use Split to turn one column into two.
08:08You can insert columns very easily.
08:10After you have merged cells, it becomes a little more difficult to select entire
08:15columns if the first cell is merged.
08:18For example, notice now that when I select this column, I pick up these other
08:22areas because they are also part of the cells that began in my second column.
08:28So realizing that after you've merged cells, it's not as easy for Word to
08:32determine what rows or columns are,
08:34you might want to take care of anything that you need to do for entire row or
08:37column before you begin merging or splitting.
08:40Whether you're creating a form or simply merging a group of cells for any other
08:44type of a document that uses a table, it's very easy to merge, split, and format
08:50cells in Microsoft Word 2010.
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Converting a table to text
00:00You already know how to convert text to a table.
00:03This table actually started as a set of tabular data.
00:06But you can also convert a table to text.
00:09This table is very easy to work with.
00:12But there are reasons that we might prefer to have this type of data displayed
00:16as text rather than in a table.
00:19My number one reason for converting a table to text is for accessibility.
00:24Whether I'm distributing this document as a Word document or publishing it as
00:28part of a Web page that needs to be accessible, many of the screen readers used
00:33by folks with visual challenges have a difficult time with tables.
00:38When the screen reader hits the edge of the table, it might skip the table
00:42entirely, or simply have a difficult time reading this in a way that's easily
00:47understood by the user.
00:49If I want all of my users to be able to access this data, I may need to take
00:54it out of the table. It's easy to do.
00:57Simply click in your table and on the Table Tools Layout tab, choose Convert to Text.
01:03We are going to do this in two different ways.
01:06First, if my goal is to send this data to another application, for example,
01:11to put it in Notepad or to send it to Microsoft Excel, one way I could do
01:16this is with the Comma separated values, by separating the text in this table with commas.
01:24When I click OK, you'll notice that I get list where each of the elements is
01:28listed, then a comma, then the next element:
01:31Carpinteria, CA, Brian Jeffries and so on.
01:37This would be easy to read.
01:38But it isn't really easy to look at.
01:41So, I'm going to undo that change, and we're going to convert this table to text again.
01:47Let's choose Layout > Convert to Text.
01:50We're going to choose the default, which is Tabs, and click OK.
01:54You'll notice that this table has been converted to tabular data.
01:59When I say tabular data, it's because there is a Tab at the left edge of each
02:05column of data here.
02:07You may recall that if I wanted, for example, to centrer align the Employees
02:11column, I could double-click this Tab that's at a little over 5 1/2, select it,
02:17and center the data.
02:19So, I can, once again, manipulate this data using the tools that I have for
02:24tabular data in Microsoft Word.
02:28I prefer to work with my tabular text in tables, but I don't always have that choice.
02:33If you also need to convert your tables to text, it's very easy to do in
02:38Microsoft Word 2010.
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Inserting an Excel table for calculations and charts
00:00With Word 2010, you are not limited to tables that you can create using the
00:04Table tools in Word.
00:06You can also insert part of an Excel Spreadsheet directly in your document.
00:11Now if that spreadsheet already exists, you'll do that using Copy and Paste.
00:15But I actually am referring to times that you want to use the power of Excel
00:19here in Word, when you don't already have an existing spreadsheet.
00:24And I want to show you an example of why you might want to do that.
00:27We've added some additional data to our list of Retail Store Locations.
00:31We have their 2009 Sales over here in a column on the right.
00:34We also have the number of employees, and this kind of data often begs us
00:38to total of the data.
00:40It's a question that anybody might logically ask.
00:43How many total employees do you have at your retail locations, or what were the
00:47retail store sales in 2009?
00:50So I'm just going to press Tab so that we can add some totals, and I'm going to
00:56go to the Employees column.
00:57And on the Layout tab, there is a Formula button.
01:00I can perform a simple calculation here.
01:02I can average, I can count the number of numbers, or I can sum them.
01:07I can set a particular number format for this cell.
01:11And here is my list of functions, very, very short.
01:16I'm going to do a Sum and tell it OK.
01:19And we will do that again to be able to sum our 2009 Sales.
01:23And let's right-align this entire column. So far so good.
01:28It looks great, but there's one problem.
01:31This formula result was created when I inserted the formula here and here.
01:37If these numbers change, for example, if there is suddenly an explosion in the
01:41San Jose store, we have more sales than we know what to do with and we add more staff,
01:47watch this number because it's not going to change.
01:50So it's problematic if anybody could change this data.
01:54Most users would assume that the totals would change, but they won't.
01:58The only way I'll get that total to change is by going in and entering the formula again.
02:06This can easily lead to documents that have inaccurate data in them.
02:11So if I'm going to create calculations in an Excel worksheet, I am actually
02:16going to do that using Microsoft Excel.
02:19Let's see how easy that is to do.
02:21I can Insert > Table and rather than choosing Insert or Draw, as we've done
02:27before, I'm going to insert a small Excel Spreadsheet.
02:30You don't need to necessarily worry about how big this is yet, but I'm going to
02:35drag it over so that it's roughly the size of the width of my page.
02:39Now I'm going to go back into my Word document, because I'm really in Excel here.
02:44If you look at the Ribbon, these are all Excel tools that I'm seeing.
02:48I am going to click back into my Word document.
02:50This is the kind of thing, by the way, that you don't want to do when you have
02:5450,000 other things running.
02:57And I'm going to select my entire table and copy it.
03:00I can copy it to the Windows Clipboard, and it'll go there, but I actually
03:04like to open Office Clipboard for something like this, and I am actually going
03:08to select this, and I'm going to copy it to make sure that it goes here to the Clipboard.
03:14Now I'm going to click back. Actuall,y I've selected the object.
03:18You'll notice that it has handles around it, but I'm still here in Word.
03:22I'm going to double-click in his Excel spreadsheet table, and it will open up
03:28the spreadsheet, and I'll know I am back in Excel, because I'll have my Excel
03:31tools, or at least tools that I'm not familiar with from Word back again.
03:35And I'm going to paste this data.
03:37Now I have some choices.
03:38I can Match the Destination Formatting, which would be the Word Theme, or I can
03:42keep my Source Formatting.
03:44I'd like it to look a lot like it looks here.
03:46So I'm going to paste, keeping my Source Formatting, and there are my
03:50seven columns of data.
03:53Now I'd like to make this box a little bit bigger, so I'm going to scroll down.
03:58That sort of stutter step that you see Excel taking isn't that unusual.
04:03Word's actually dealing with two programs at one time, and it struggles just a
04:08little bit to accurately refresh the screen as quickly as it should.
04:12I'm going to use now the tools that I know from Excel to double-click and
04:17space these columns.
04:19Despite the fact that I asked to have my Source Formatting, this is about the
04:23best that it's going to be.
04:25My object, my Excel spreadsheet runs off the side of the page now, so I am just
04:28going to pull this back a little bit to get it back in bounds. There we go.
04:34And now I am going to add some formulas.
04:36So I have all the choices that I would have in Excel.
04:39If you're comfortable using the Excel Table tools, you can do Format as Table
04:43here and use a table row.
04:45I'm going to assume that you perhaps simply want to enter a formula.
04:49So we're going to enter the word Total here, and I'm going to insert an
04:56AutoSum and press Enter.
04:58I'm going to do that again and press Enter again.
05:02Now when this number changes, when the San Jose store has 12 people, you'll
05:07notice that my Total changes automatically.
05:11I can do some basic formatting in here.
05:13Again, I'm using the tools that are here in Microsoft Excel.
05:17So I'll need to know that I can choose my borders here and remove all my borders.
05:23Or I can select all of this data and apply a border, or apply shading.
05:29I'm actually going to apply some shading here.
05:32This is a fill bucket in the Font group.
05:35I'll apply some light shading here and across the top.
05:41If I wish then, I could apply a grid border right here to this section.
05:46I want to make sure this table looks good in Excel.
05:48We know that it works, because we checked it out already.
05:51Here is some centering that I want to do on these columns.
05:55All the rest of this looks good.
05:57Then I am going to click back into my Word document.
06:00Now, I have a lot more Excel showing than I need to show here.
06:05I can adjust this, but if I do all I'm doing is making my text smaller.
06:10If I want to change the shape of this, I actually need to do it while the
06:15Excel window is engaged.
06:17So if I want to remove column H, for example,
06:21I want to do that right here.
06:22And if I want to remove the extra rows, I am going to do it here.
06:26Notice as I hold my mouse button down there is a dark border that shows me
06:30approximately where it will cut off.
06:33Click and now I have my Excel table full size here in Microsoft Word.
06:39Now that I have the data I want, I no longer need this table, and I can
06:44right-click and Delete the table, and keep this table that works with Microsoft Excel.
06:51Anytime I want to update this table, for example, if I get a new report on what
06:54the actual sales were here, I can edit using my familiar Excel tools, and my
07:00Totals will automatically update.
07:02Anytime I want to do a calculation in a Microsoft Word document, I immediately
07:08reach for a spreadsheet in Microsoft Excel, because I know that every time that
07:13this document is updated, that my Totals will update as well.
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Using Quick Tables
00:00In addition to inserting regular tables, changing, and modifying tables by
00:05merging and splitting cells, and inserting Excel spreadsheets, there is one
00:09other type of table that you can insert, and that's a Quick Table.
00:13Quick Tables, which you will find by choosing the dropdown on the Table command
00:18on the Insert tab of the Ribbon and then choosing Quick Tables,
00:22there is a gallery of built-in Quick Tables including just a mixture of
00:26things that are tables.
00:29Some of these are useful.
00:30Some of these are less useful than they could be.
00:33I'm going to start with one that I actually think isn't very useful at all,
00:37so that you can take a look at what you're getting here and what you're not getting.
00:40You are getting a nice set of formats,
00:43a well-structured table that was created based on Themes.
00:47So if I changed the Theme in my document or if I change my Style Set, this table
00:53will automatically be reformatted based on my choices. That's the plus.
00:58The minus is that there's nothing here to ask me what month it is that I'm looking at.
01:03Is it May of 2010 or 2012?
01:06Therefore, these dates bear no real relationship to the actual dates in May this
01:12year, or in any other year.
01:14So May 1 fell on a Saturday, and I would need to enter these dates again.
01:19I can delete the text, and just tab from one to the next, and then start typing
01:252, 3, 4, and so on.
01:29Now when I'm done, I have a really nice calendar for one year.
01:32I can't imagine needing to do this for 12 months.
01:34It would be pretty mind-numbing, to be honest.
01:36But if I need to quickly create one calendar for a particular purpose, for
01:41example, to highlight a series of dates, this isn't a bad way to do it.
01:45Let's go take a look at some of the other Quick Tables.
01:49You'll find other calendar styles that are in here.
01:52They work the same way.
01:54They're not tied to any real calendar.
01:55I actually like the look of this calendar.
01:58It provides a nice calendar that you can actually type additional text into if you need to.
02:03Not a bad thing.
02:06Other than calendars though, there are some good choices among the Quick Tables.
02:10For example, there is a Double Table here, which is formatted to have the same text twice.
02:18It's just a nice-looking table.
02:20It's quite attractive, and so if you were thinking how might I design the table
02:25so that it takes up less length on the page and more width,
02:28and is there a nice format for doing that,
02:31you could take a look at starting with this kind of a table and say, oh okay,
02:34here are some ideas for how I might design this.
02:37Again, Insert > Table > Quick Tables, and here's a Tabular List.
02:45It's a table that's formatted really tightly.
02:48You can wrap other text around it, and you can simply delete the contents and
02:53type in your own contents, tabbing from cell to cell.
03:01One more table I'd like to take a look at.
03:03There are two different tables that have a style of headings and subheadings.
03:07Again, this is a kind of table that if you needed to create it once, or if you
03:11needed to create it multiple times, you might want to begin with this particular
03:18table that has headings and subheadings for the data, and enter whatever data it
03:23is that you need to enter.
03:24I'll tell you why I think Quick Tables are in some ways worth your time.
03:29Let's say that this was my data, or it was a table that I wanted to modify.
03:34When I'm all done modifying this particular Quick Table, for example, putting in
03:40actual numbers or putting in different names, and I have my table all set,
03:49I have the ability to save my table to this Quick Tables gallery.
03:54So when I'm all done, I could save my table that I want to use over and over and
03:58over again as a Quick Table.
04:00Well, I find that the Quick Tables that are already here in Microsoft Word
04:05aren't all that impressive as anything other than a guide to good design.
04:09The fact that this feature exists, and that I can save my own tables to the Quick
04:14Tables gallery, makes me far more interested in using Quick Tables.
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8. Illustrating a Document
Illustrating documents with pictures, shapes, and clip art
00:00Here is our Word document, and not surprisingly, it's filled with text, text
00:04and even more text.
00:05The perfect image though is often more meaningful to your readers than
00:09paragraphs of text.
00:11We can use an image to illustrate an idea, or to serve as a symbol that helps
00:16readers remember the text, make a connection to the text.
00:19With Word 2010, you can illustrate your document with different types of graphics.
00:25So we will begin with a couple of pages of just text here.
00:29And when we want to insert an image we start by placing our insertion point.
00:34That doesn't mean it'll go in the middle of the page.
00:36It means it'll go near this paragraph.
00:39Click Insert and choose Picture and then browse to find the picture that
00:44you want to insert.
00:45And I want to insert this small image of olives on a vine.
00:54That's what a small image looks like, very easy to place it there.
00:58Now, we are going to place some Clip Art.
01:01So I'll scroll down in the document, and we're going to go to the Insert tab
01:05and choose Clip Art.
01:07Now Clip Art when you use it, there is always a piece of search involved in this.
01:12So I want to look for an icon of some olives.
01:16And I'm going to open All media file types and say I'm not really interested
01:20in videos or audio.
01:22I actually want an illustration.
01:24I'm willing to look at a photograph, but I'm really looking for illustrations,
01:28what we used to call Line Art.
01:30I also want to go look on office.com for this content.
01:33So I am going to click Go.
01:36And Word will go out to the free gallery of Clip Art.
01:39This is Clip Art that you can use with no royalty.
01:43Office.com is where you'll find all of these images, as well as audio and video
01:48that you might want to use in a PowerPoint presentation.
01:51And you'll notice that anything that has some semblance to an olive, a dove with
01:56an olive branch, a Martini.
01:58We have choices but not exactly what I'm looking for.
02:01Here is the kind of thing that I might be interested in.
02:04Dining, foods, nature are my keywords.
02:06And when I look at a particular image and decide I might like this one, I have a few choices.
02:12First, I can make it available offline.
02:15What this will do is this will copy it to my computer, so that I can use it
02:18again in the future.
02:20So I'm going to make that available off-line.
02:22And I have some places that I can put it.
02:25I'll usually put it in Unclassified Clips, and then I can move it later if I wish.
02:32I also like this olive oil bottle, and simply by clicking on it, it will drop down
02:37and be placed into my document.
02:40But I want to make sure that I have this available offline later.
02:47And then finally, I really am looking for some stylized olives,
02:50hopefully without a fish.
02:52I'm enjoying the walking olive.
02:54And I might have a use for that later, so I'm going to keep that too ,just
02:57because it amuses me.
02:59But I think I'd like to have this image as well, so I'm going to make it
03:03available offline in my Unclassified Clips.
03:06And I'm actually going to click to insert it in my document as well and simply
03:11drag it to a new location.
03:13So I have a couple of pieces of Clip Art here, and that makes me happy.
03:16And they go okay together, although they are stylistically a little different.
03:21I probably I wouldn't use them on the same page, or even in the same document.
03:25As I scroll down, I can find other images, and it will load them, if I wait.
03:30This one actually has sort of a similar feel to this image, so let's go grab one more.
03:36I have a nice set of images now that if I search for the word "olives," they will show up.
03:42So now if I say I want olives, but I don't want to go out to the Microsoft site,
03:47I will return thumbnails from the images that I just made available offline by
03:52downloading them to my computer.
03:53Now I want to insert a Shape.
03:55And a Shape is a little different.
03:57There are several things that I can do with Shapes.
04:00Shapes are used for creating flowcharts and drawings and that sort of thing.
04:04So I can just insert a box, for example, a label the box or some arrows.
04:10I probably don't want to use these for diagramming because I have some better
04:13tools for building, for example, a process diagram.
04:17I might want to put a star and banner to use as something that looks like a callout.
04:24And I can just drag in my document and position this.
04:27And I'm going to choose a nice green, sort of interesting.
04:32If I wish to, I can right-click, and I can add text to my Shape.
04:36So I'm going to simply put "Two Trees Opens New Store in Oxnard."
04:45We will hang on to that.
04:49Now, one more thought about Shapes. I can do drawings with them if I wish.
04:54I can tell Word that what I want to do is insert a drawing canvas.
04:58And it will create a space that I can drop shapes into.
05:01So I can then insert shapes.
05:03There is a list of basic shapes applied here.
05:06And I'm now on the Drawing tools tab of the Ribbon.
05:09So if I needed to create a flow chart where I had some shapes that I needed to
05:13connect, I can do that fairly easily here on the drawing canvas.
05:24I can use lines to connect them.
05:26They actually have drop points just like you'd see in Visio, where I can connect
05:31and snap the objects together.
05:33And I have the ability to format my lines, and to format my shapes with an
05:43entire palette of different colors and textures that I might wish to use, Ctrl+Y
05:49to repeat that command.
05:51I could also select several of them.
05:53And I can add text to any of these by simply right-clicking and choosing Add Text.
05:58And if we were creating a flow chart here, then we have the difference between
06:11things that are processes and things that are documents, items that are shown on the screen.
06:15So I do have some basic flow-charting tools that I could use here, as well as
06:19some stars and banners, and other basic shapes that I can use.
06:23When I'm done and I click, these objects will be kept together on the same canvas.
06:27That's the benefit of creating a canvas, that I can move them as a group if I
06:32wish, position them some place else.
06:35Finally, there is a way to combine the idea of a shape with the idea of a photograph.
06:41And that is to be able to place a photograph in a shape.
06:45The way I do that is I start by putting the photo in place.
06:49So we are going to click a little higher up in our document, and insert a picture again.
06:55We have some photos that need correction.
06:57So here is a photo that needs some help.
07:03And so we will take this photo that we inserted earlier, go to the Picture tools
07:08and choose Crop > Crop to Shape.
07:10Here is this same list of Shapes again, and I'm going to choose a particular
07:14Shape to pour this image into.
07:18And we will end up with a fairly interesting effect here when we are all done.
07:21So there is my Shape.
07:25If I wish, I can choose Crop > Crop to Shape and choose a different Shape.
07:33So, again a combination of pictures and shapes. This is something you use to
07:37have to take multiple steps to do.
07:41Here is I am thinking about olives.
07:44You are used to need to create the Shape first and then actually fill the image into it.
07:49And that's a way you could still do that.
07:50You could choose an existing shape, and you could say I want to add an image to this shape.
07:55So if we go down to our Two Trees Shape, for example, here, we could
08:00right-click, and we could format the Shape.
08:04And we could fill it with a picture, or a pattern, or anything else we wish.
08:09But it's easy simply to do Crop to Shape to include an image within a Shape.
08:16So we've inserted two pictures: one in a Shape, one not.
08:21We've inserted a couple of pieces of Clip Art.
08:23We've inserted a drawing canvas with a flow chart and a Shape in our document.
08:29It's wicked easy to insert Photos, Clip Art and Shapes in Word 2010.
08:34In the next four movies, we will see how to format position and enhance these
08:39images that we inserted in this document in Word.
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Positioning, sizing, and cropping graphics
00:00Word has a number of tools that you can use to manipulate graphics in your document.
00:06You can re-size, crop and position photographs, and re-size and position all
00:13other kinds of graphics relative to the margins, or relative to the page.
00:18We're going to begin with this document that we created earlier in this chapter.
00:22It has two photos and a shape and two pieces of clipart, and we will be using
00:27those to see how we can use the tools that appear when we select any graphic in Microsoft Word.
00:34So with this photo selected, the Picture Tools Format tab is available, and we
00:38will be looking at the Commands, in Arrange and Size categories.
00:44So first, I'd like to turn this picture so it's not laying on its side.
00:48This is a tree, here's the ground, here's the tree and if it's a little hard to
00:52see, it's not your eyes; it's the document.
00:55This is a photo that we need to retouch.
00:57We have to use this photo, but we will be retouching it later in this chapter.
01:02But we already know that it's too large in laying on its side.
01:05So first, let's take care of the size of the photo.
01:08We'd like it to be a little bit smaller.
01:10We have a couple of choices of how to do that.
01:12First, when a photo is selected, or any graphic object, it has handles that
01:17appear on the corners and the sides.
01:19The handles on the corners are round, and when I use this handle to drag, I'm
01:24shrinking both the horizontal and the vertical dimension of this photo.
01:28Its aspect ratio, the ratio between height and width, is being held constant by Word.
01:34So I'm going to release the mouse button, and I can notice here in the Size box
01:38that I size that down to about 5 inches, by about 3 inches.
01:43If I had used one of the square handles, I'm actually distorting the image and
01:47that's probably not what I want to do.
01:49So I am going to choose Undo to undo that.
01:53I can also size the image very precisely. For example, I know I want this image,
01:59when it is done, to be 3 inches wide in my placement.
02:02So here's my width, and I'm simply going to choose 3 inches.
02:08When I click, you'll notice that Microsoft Word has automatically resized that
02:13image to 3 inches wide.
02:15Now I want to turn this tree so it's straight up.
02:19With photographs, I am likely to use this Rotate tool that says Rotate 90
02:24degrees to the Left or to the Right, or Flip this Horizontally or Vertically.
02:29This is a really good way to rotate an image that's a photograph, because the
02:34odds are that the reason that this is off by 90 degrees is that the person who
02:39took the picture turned the camera 90 degrees to capture a portrait or
02:43landscape view of a image.
02:45So that worked really well, but I can also freely rotate this image.
02:50I can grab this green handle, the rotate handle, and I can turn this to any
02:54dimension that I want, so that I can have a photo that's not really in line with
02:59the text in my document.
03:01If while I'm turning this handle, I hold the Shift button down, Word will rotate
03:05based on preset stops that occur every 15 degrees.
03:09So there's a stop at 180 degrees.
03:12There's a stop at 0 degrees, and Word will find those, and will click to them
03:17if I hold the Shift key while I free rotate.
03:21Now, this image is actually a little, not larger, but it has more content than I would like it to have.
03:26I like to get rid of a little of this extra space over here on the side, and even
03:31trim a little bit closer here.
03:33So I'm going to crop this image; simply click the Crop button and each of the
03:39eight handles around the image change to a Crop Handle. And I can slide this
03:43in to crop, and I can pick up a little space here, and notice that the
03:50remaining area of the image is turned semi-translucent so that you can see
03:55this is the image I will have left.
03:57At this point I like that, and I am going to click out of the image to crop it.
04:02When I select the image again, I can get this back if I choose Crop again.
04:07The remainder of the image is still here right now.
04:10So I can recover it if I decide that I want to change my mind, or if I want to click Undo.
04:16So our images are the right side, rotated to the correct orientation, cropped, if
04:21we wanted to do that, to the size that we want.
04:23The last thing we need to take care of here is how they're positioned in our
04:28document relative to the page.
04:31So I'm going to select this picture and choose Format > Position, and I have
04:3610 choices that are built-in.
04:39The first is to position it in relationship to the text in my document, so that
04:44this is an image that will be inline with the text.
04:47My other choices though are to position it relative to the pagem and when I
04:52choose any of these options, for example, here on the right, I'm also making
04:57some choices about Text Wrapping, which we'll talk about in the next movie.
05:01I can also choose More Layout Options, and be very specificm in terms of how I
05:07want my object placed in terms of an Absolute position or an absolute horizontal
05:12and vertical or to move the object with the text.
05:14Right now, though I'm going to simply position this on the right side of my page.
05:19I'm going to choose my next image. Now doing that and resizing the image made
05:24some more room, but I actually want this other image of the olives to appear on the next page.
05:29So I'm going to drop it here some place on the page, and choose
05:33upper-right corner of the page.
05:35We will be dealing with these two graphics later because they're related to
05:39the surrounding text.
05:41And finally, I can take this image and say I'd like it to appear on the next
05:45page, and we'll drop it down here, and we will choose to position that in
05:51the upper-left corner.
05:53With Word's Cropping and Rotating, Sizing, and Positioning tools, you can choose
05:59how much of an image you want.
06:01You can choose to rotate an image in a particular direction, and you can
06:05position images precisely relative to the pages in your document.
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Wrapping text around graphics
00:00When you insert a graphic in Microsoft Word, Word automatically moves the nearby
00:05text for almost all graphic objects, including photographs.
00:09You need to control the relationship between your image and text using text wrapping.
00:15Here's a document that we created earlier, and when we chose Positioning, we were
00:21also choosing Text Wrapping at the same time.
00:24Originally, this image was In Line with the Text, which is the default setting
00:29for when we drop images into Microsoft Word.
00:33So as well as choosing a Position that's associated with Text Wrapping, you
00:37can Wrap Text directly.
00:40Again, the default is In Line with Text, where any place there's a photo in that
00:45same horizontal plane, there will not be text.
00:48But then you can choose Square and Tight, and notice the difference is Square
00:54leaves a larger gutter around the image than does Tight, which creates a
01:00smaller gutter around the image.
01:02You can choose Top and Bottom which leaves even a little more space than we saw
01:08with In Line with Text, or you can choose Through, which doesn't always work for
01:14photographs but works for many clip-art objects.
01:16So we'll leave this on Tight and go find a clip-art object, and have its text
01:23wrap through, and you'll notice that it wraps all the way around the object.
01:28You can place text Behind your graphic, or In Front of your graphic, as well as
01:35having it wrap around.
01:37You can also be much more precise about the boundaries that you would like
01:41Word to be attentive to.
01:43For example, this abstract picture of olives in the middle of the screen was
01:48originally wrapped in a relatively square fashion.
01:51When I choose Edit Wrap Points, then click back out of the object, Word will
01:55actually move the text as close as it can go.
02:00If we take a look, for example, at this object, our text box and shape,
02:05you'll notice that it's wrapped square.
02:07Well we can choose to wrap it Tight, which will move it closer.
02:12But I actually don't want text up here or down here.
02:15I'm happy with this, but to start reading this text across is really hard.
02:20Even if for real text, it would be hard.
02:22The fact that it's fake Latin makes it really hard to get any meaning out of it.
02:27So we could go Edit the Wrap Points, or we can go to More Layout Options.
02:32Let's try editing the wrap points first.
02:34I can drag this wrap point to actually show Word that there are areas where I am
02:39not interested in having it place text.
02:42And I don't have to pull it out evenly, as you notice.
02:45I can just pull it out so there's not room for some text.
02:48So that's one choice, as I can manually shape the edit points that are
02:52around this object.
02:53On a square object, they are exactly where the handles are, but on an object of
02:57any other shape, initially it will start with a square or tight wrapping and when
03:02I choose Edit Wrap Points, it gives Word the opportunity to move this to Tight
03:07with tight wrap points.
03:08Another choice though, another easy way to not display the text over here is to
03:12choose More Layout Options and to simply say my wrap points are correct, but I
03:17only want to put text on the right-hand side of this object.
03:21And that has exactly the same effect.
03:23So notice as I click out of the object and then move this object, still on the
03:28right-hand side and if I move it to the right, effectively there is no text on
03:33the left, which would lead me to choose a different option, to say I want to wrap
03:37text on whatever the Largest side is.
03:41Now, Word will wrap the left side here.
03:43As you position text and objects, you will get used to changes in the objects
03:49particularly in how text wraps around or position will make your entire
03:53document jump around for a while.
03:55This is the way it works in Word. Don't worry.
03:58As you finish positioning all of the elements in your document, you can rest
04:01assured that they will stay where you want them to stay.
04:04However, because the combination of Position and Text Wrapping makes the
04:08document move around a lot as I move objects, it's a really good idea to work
04:14your way from the top to the bottom of your document as you are placing
04:18graphics in Microsoft Word.
04:20So let's go take a look at why we have this space here, for example. You will
04:25notice that if we look at our Text Wrapping here it is In Line with Text, and so
04:30this text is being shoved down by this object.
04:34So if I choose Square, you'll notice that now I have text that flows between
04:39these two graphic elements on my page.
04:42When you are using Microsoft Word 2010, you use text wrapping to make your
04:46graphics stand out, or to blend in, depending on how you want to use graphics to
04:52impact your document.
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Laying out text and graphics with a table
00:00As we've seen in previous movies in this chapter, we use Positioning and Text
00:05Wrapping to alter the relative layout of text and graphics within our document.
00:11Sometimes it's really important that a graphic and the text that describes
00:16it be next to each other, the kind of layout that used to be called
00:20Parallel Columns, where we have information in column A and B and C, and it all goes together.
00:26An example here would be these illustrations that are simply illustrations of
00:31who you would get Manufacturing Benefits, what kind of employees would get
00:34Horticultural Benefits.
00:36I really would like to have these two things stay next to each other.
00:40This is only the beginning of a list of benefits.
00:43We will also include images for our retail employees.
00:47We'll include images for the folks who work in administration, and I'd like to
00:51get this right from the beginning, rather than struggle with the placement of
00:54images as I resize items and move them.
00:57So the trick that I'm going to use here is something that we learned from
01:01creating Web pages, which is to use Layout Tables in order to keep text and
01:07graphics in a particular relationship to each other.
01:10I'm going to a hold Ctrl and hit Home and go to the beginning of my document,
01:14press Enter once and then, simply insert a table.
01:18And I have one image, some text for each image, that would give me two columns,
01:24but I'm going to add a third column to be able to adjust the space between the
01:28graphics and the text.
01:31So I'm going to insert a 3X2 table.
01:35I'm going to move this image into the table, take this text and place it here,
01:41simply using drag and drop to make this happen.
01:44Then I'm going to adjust the Gutter here, and I'm going to the end of this line
01:48and pressing Delete to delete the extra paragraph that's there, move my picture
01:54of a tree in and go cut and paste my Horticultural Benefits with drag and drop.
02:01So I have a nice-looking table very easily created.
02:06I have a couple of choices.
02:07One is that I can keep the images the size they are and move the text over a little bit.
02:12That seems to work.
02:14I can also adjust these images, either alone or in relationship to each other.
02:18So I'm going to simply center these images within the horizontal dimension of the cell.
02:25But this is a table, and so I could actually select this entire column,
02:30right-click, choose Table Properties and set my Vertical Alignment for the cell,
02:38which move this image down, or while I have this column in the table selected, I
02:42can right-click and choose Cell Alignment and choose one of these six
02:46alignments, until I find the one that I like,
02:49the Align Center Right, which gives me a crisp right edge here.
02:53Now this looks like a table, and it is a table, so when I press Tab, I can add
02:57my administrative employees or anyone else, but what I'd like to do is I'd like
03:02to get rid of the borders that make it look like a table.
03:06So I'm going to select the table and choose No Border, and now I'll have only Gridlines.
03:12Let's take a look at this Backstage in the Print Preview, and you'll notice
03:18this looks pretty good.
03:19I'd really like this image to sit higher, or my Manufacturing Benefits to sit lower.
03:24And I'd like more of a break here, between my first image and text for
03:29Manufacturing Benefits in my second.
03:31More of a break would make these look like they went together a little better.
03:35A few ways that I can make it happen, first I could make this image a little smaller.
03:41And if I did, then I could move this line for the column break and this one more.
03:48And that actually makes the text wider and therefore could be slightly shorter.
03:53But I really want to include a blank row here.
03:56So I'm going to Insert a Row Above and use that to provide the real break
04:03between these two pieces of text.
04:06Then I have to decide if I really need this side alignment, because it would be
04:10better in his cell if this graphic were at the top to more closely align with
04:15the heading in the cell to the right.
04:17So I'm going to going to choose Upper Right, and I'll just do that for both of
04:21these, because it makes good sense to do that.
04:23Again, I'm formatting the cell, not the picture, and I'm choosing Cell
04:28Alignment > Upper Right.
04:31Now let's go back and take a look at this and preview again and that's what it will look like.
04:37So we have, clearly, images going with specific blocks of text.
04:41Now before I leave this, I want to say that there's one more way we could have
04:45thought about doing this, and that is rather than having a very regular table,
04:49picture-text, picture-text, we could have a layout that would have text and a
04:53picture, and then picture and then a text, which is very attractive.
04:57In order to do that, what I'd like to do is I'd like to draw a table that's five
05:01columns wide, and we will do this relatively quickly. If you want to know more about
05:05the Table tools, you see the chapter on Creating Tables, and you might want to
05:09know about Merging and Splitting cells.
05:11But I'm going to click in a document, and we're going to layout a really simple 5 x 2 table.
05:18In the first cell, I'm going to hold Control to copy, we would like this image,
05:24and I'd still probably like another row here, so in the last cell, I would like this image.
05:30Now I'm going to select some text and Merge these cells and select some text
05:38here and Merge these cells, to have two places to be able to put my text.
05:44Here's my Horticultural Benefits, and I'll copy that down below, and here are my
05:49Manufacturing Benefits, and I will copy those down here.
05:55My table is little bit long for the page, but as I make more room for my text
06:02here, more of it will fit, and the same is true here. I can adjust these two
06:07columns and have lots of space.
06:11Then just so I can see it together on one page, I'm going to delete these rows.
06:16We could make this just a little more narrow yet.
06:18Let's remove our Borders and go take a look at this and Preview.
06:24You'll notice that these images stick with their text as well, but it's a
06:28different layout that can be more interesting.
06:31Use Text Wrapping and Positioning for many of the graphics that you want to place.
06:35But if you want precise graphics, the kind of graphics you get in lists that
06:40include Illustrations,
06:41don't be afraid to leave the Graphics tab for a moment and Insert a Table to
06:47manage the layout for your document.
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Adjusting brightness, contrast, and sharpness of photos
00:00If the photo you need to illustrate your document requires some
00:03correction, don't worry.
00:05Word 2010 has a great new Editing tools to fine tune photographs.
00:11This is a section of a document that we created earlier and here two photos and
00:16some of the surrounding text.
00:18When I click on one of the photos, the Picture Tools Format tab appears, and
00:23there are some tools here that will help you adjust even a relatively bad
00:29photograph like this one.
00:31In this photo, if I didn't necessarily know it was a tree, especially when
00:36it was on its side, I wouldn't easily be able to tell that, and yet this is
00:41the photo of the tree that we need to use that sits near the gate at our
00:45company headquarters.
00:47So we'd like to take this photo that somebody gave us at the last minute and correct it.
00:53There are two types of corrections. One is called Sharpen and Soften, and the
00:57other is a combination of Brightness and Contrast.
01:00Now, you can actually set Brightness and Contrast separately, but this is a
01:04better way to do it with this tool.
01:07If I wanted to set it separately, I could right-click, and I could choose to
01:11Format picture, and I'll find, for example, that I have a choice to work on
01:15my Picture Color and do picture corrections in Brightness and Contrast, here are separate.
01:21But I'm going to use them together in this single control that works very well.
01:26First, let's take a look.
01:28This is the current photo as it is now, and as we move to the right, we
01:33actually get brighter.
01:35So simply notice just moving and increasing the brightness 20% and then 40%,
01:41now I can tell there's a tree, and it's quite crisp.
01:44My Contrast is in the vertical dimension, so I can decrease my Contrast, and you'll
01:51notice that the photo gets lighter, but somehow less crisp, or I can increase my Contrast.
01:57So it appears that increase in Brightness and perhaps even a decrease in
02:01Contrast works very well to turn this picture into that picture.
02:07Having made that choice, I can now still go back and choose to Sharpen
02:11this picture if I wish.
02:13Here's a softer look, a blurrier look.
02:1550% softer, 25% softer. Here's my original.
02:21And here it is, 25% sharper and 50% sharper, and you'll notice that even at 50%
02:26sharper, in this size, on this page, that actually makes this photo look better.
02:33Watch again: a little blurry, sharper, even sharper yet.
02:39So I could choose either of these very comfortably.
02:42I think I'll choose 25% sharper.
02:45So with one tool, I can adjust Sharpness and Brightness and Contrast.
02:51Again, we can right-click though and choose format picture and access these
02:56tools independently all on one page.
03:00There are my Presets here.
03:02My Preset Gallery is here, so if I wished, I could find a sharpness that was not
03:08quite 50%, but more like 35%.
03:12And notice that that is sharper, not sort of the surrealistic sharpness that 50%
03:18was, and not the almost sharp enough of 25%.
03:23So a reason to sharpen and soften in the dialog box is to enter values that
03:28aren't there in the Presets.
03:30The same thing is true here with Contrast.
03:32I actually thought that perhaps a slightly lower contrast would be even better.
03:37And I can move towards that.
03:39I can say well how about splitting the difference or close to that at 30%?
03:43A little more than 25, but not anywhere close to 50.
03:46And I have to wonder if slightly more bright would also be good.
03:50And I can make those adjustments here.
03:53If you know when you are using the Presets, that you're having a hard time
03:57choosing, for example, between decreasing Contrast by 40% or by 20%, that's a
04:03good clue that perhaps 30& is the correct answer.
04:07So you can open the Format Picture dialog box and make those more precise
04:12adjustments to your image.
04:14In Word 2010's Picture Editing features, Sharpen and Soften, Brightness and
04:19Contrast help you create great illustrations for your documents, even when the
04:25photos and images that you're working with are far from perfect.
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Applying special effects to graphics
00:00With Word 2010, you may not need to use other photo-editing software.
00:05You can add picture effects, like controlling the temperature and setting the
00:08color saturation right in Word.
00:11Word also includes a palette of artistic effects that you can apply directly to
00:15your photographs and other graphics.
00:18We're going to start with this small document that includes two photographs, that
00:22we've used earlier in this chapter.
00:24I'm going to select the photograph that includes olives hanging from a branch.
00:30On the Picture tools > Format tab, we're going to take a look at the different
00:35commands that are available in the Adjust group.
00:38First, we have a command that will allow us to change the color of
00:43this particular image.
00:44Now, the color saturation that we see here is the current saturation.
00:48If we wanted to tone this image down, we can choose a lower saturation.
00:52Note that as I make these choices, in the gallery, they're being reflected in the
00:57preview of the image.
00:58So, here's my image as it stands now, and here's way oversaturated.
01:03Color tone, the same. I can drop the color tone, or I can increase the color tone.
01:10This is also known as coolness and warmth.
01:14I can recolor my image.
01:16For example, I could take this image and make it orange, or blue, or red.
01:23All of these colors are provided by the theme.
01:26So, if I were going to do this, I might take every single image in a particular
01:31document and color them all in one particular color to go with the theme, for
01:35example, here's our Olive Green.
01:37If I did that and then chose this image, even though it was on another page, and
01:42did the same green, you notice that I'm creating a look for this document that
01:46says here's a document that will have spot color on the photographs only.
01:51I'm going to undo those two changes to the two photographs.
01:57We're going to take a look at the artistic effects that are available.
02:01This is an entire palette of options that retouch the photograph by applying
02:07some pretty radical effects.
02:10None of these are really simple.
02:11For example, if we point here, we'll have one called Photocopy.
02:15This is what would happen if we took the photograph and we ran into a really
02:18bad photocopy process.
02:20But there are others. For example, this is what our photo would look like, had
02:25it been rendered as a pencil sketch.
02:27So again, thinking of not one single graphic in a document, but applying an
02:32effect to all of the graphics in a document, you can see that if we applied
02:36pencil effect to both of these, that we start to get our old-time feel in this document.
02:42Let's undo those two changes.
02:44Let's choose another artistic effect.
02:47This artistic effect is called Plastic Wrap.
02:51Again, a really strange, but interesting, nonetheless, image, as if Plastic Wrap
02:59has been applied to our photo.
03:01I'm going to undo those two changes, so that we have our original photos back again.
03:08Whatever I do to make changes to my photo, whether I'm using color or artistic effects,
03:13or I've simply corrected my photo, I might want, at some point, to go back to the
03:17original photo that I had.
03:19That's the choice here, which is to say I want to reset the picture.
03:22Any formatting changes I've made, I'd like to wipe out.
03:26I can even reset the picture to its original size.
03:29You'll recall that we cropped this photo earlier.
03:32Yet, I can restore that original photo prior to the cropping.
03:36I'm going to undo that last change, so we have the photo as cropped and as sized.
03:42Finally, if I have a document that I'm going to e-mail to lots of people, and it
03:48has a number of images in it,
03:50it's wise for me to compress all of the pictures.
03:53I do that by selecting one image and choose Compress Pictures.
03:56The dialog box asks me what I want to do.
03:59First, I can say only compress this picture, but often I want to compress every
04:04single image in a document.
04:06So, I'm going to do compression to my entire document at one time, every single photo.
04:11If I choose Delete cropped area of the picture, I will no longer be able to get
04:16those cropped areas back, but it does this because there's no point in
04:19e-mailing those pixels around if I don't need them.
04:23So I'm going to delete the cropped areas of the picture.
04:26I'm going to rely on the resolution of the document itself, how it will be
04:30printed, to determine what kind of compression that I want to use.
04:34I'm going to say OK.
04:37All of my images will be compressed, so they'll be much smaller and my document
04:41will be much smaller.
04:43With Word 2010's picture enhancement tools, you can take a simple document with
04:49photographs or graphics that came from a wide range of sources,
04:53you can use them to tightly theme your document and make it visually engaging,
04:59so that you create a document that your readers will enjoy reading.
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Applying styles to graphics
00:00Picture styles are used to format the container that a picture is in, what used
00:04to be called the picture object.
00:06These include the border, effects, and layout.
00:10I'm going to begin by inserting and sizing a couple of images that we
00:14haven't used so far.
00:15I'm going to go to Insert > Picture.
00:19In the Pictures library, under the Sample Pictures, I'm going to choose some penguins.
00:24I'm going to resize this 3.67. 3.25 looks good.
00:30Now, I'm going to insert another image.
00:32We've done something for the zoologists.
00:37Let's do something for the botanists.
00:39Let's insert some hydrangeas.
00:42We will resize those as well.
00:48I'm going to just kick this up to 3.25, so they will be of the same size.
00:53So, two pictures, let's also wrap the text around them.
00:57I'm actually going to change their position to the upper-left corner with Text Wrap.
01:02We'll choose a position here as well.
01:05We can also do that on the Text Wrapping tab, and say we'd like that to be square.
01:09So, now I have two images with text flowing around them.
01:14The Picture Styles are found here.
01:17We have a gallery of styles first that has so much to choose from that you may
01:22never need to use anything other than this gallery.
01:25I begin by selecting a photo, and then choosing an effect.
01:29These are combinations of choices that include a border and effect, like Shadow,
01:36Reflection, Glow - you'll recognize some of these as text effects here - as well
01:40as Soft Edges, Bevel, and 3-D Rotation effects.
01:46So let's choose a combination effect here that includes Soft Edges on a
01:52rectangle, and notice how interesting that border is, and how this picture
01:57looks distinctly different than it did just a moment ago. Let's go back.
02:01That's what it looked like, a regular photo.
02:04Now, it looks like a design element.
02:08Now, if I wanted to have all of the elements in my document look the same, I'd
02:11want to know which effect I had chosen, and apply it over and over again.
02:15Notice that I have a real consistent look in my document, simply by giving the
02:19same set of picture styles to all of my pictures.
02:23But I don't want to be limited to just one style.
02:26Let's take a look at the effect of choosing some of the others.
02:29I'm going to scroll up slightly, so that we can take a look at this set of flowers.
02:34Now, I'm just going to point to different styles.
02:36Here's Soft Edge as an Oval, that same Oval with a frame and a Bevel around it,
02:42so it looks like a metal frame.
02:45Here, we have just a Bevel, like a giant Push Me button, a simple black frame, a
02:52simple white frame, a frame turned sideways so that it looks like a photograph,
02:57because of the shadow applied, like somebody took this photo and simply threw it
03:00onto your page, a really nice effect.
03:04Here, we have some that have reflections.
03:06So, I'm going to choose this Reflected Bevel and scroll down so that you can see
03:10that part of this image is reflected.
03:12So, if we wanted to add some other information, like Flowers This Spring, we can
03:20format this text using my text effects in the same way that we actually
03:26formatted this image.
03:27So, we can go to our Text effects here, and we can choose a reflection.
03:34That's a Half Reflection, much like this.
03:36Kick our text size up a couple of notches.
03:39Notice now that we have a look that's shared between our image and our text,
03:45very powerful design elements in both places.
03:48Let's return here to our penguins and go back to our Picture tools.
03:53I'm actually going to change my Picture Effects to no effect.
03:59I'm going to change my Border to No Outline.
04:03Now, let's choose a set of preset effects.
04:06For example, here's a button.
04:09Another set of preset effects, this button leaned sideways, a three-dimensional
04:14button, or I can choose my own effects.
04:18I can choose, for example, a Shadow.
04:20Let's put Inner Shadow and Outer Shadow, No Shadow.
04:27We can apply a Reflection.
04:31Notice that the Reflection is in the same plane as our image is.
04:36We can apply a Glow, just as we could to text.
04:41Notice a large glow on the shadow, a lighter glow on our reflection and so on.
04:46You can soften the edges or sharpen the edges, No Soft Edges, or set the depth
04:53and type of the bevel.
04:56Watch as we move from one bevel to the next.
04:59You can also affect the rotation of the entire object.
05:03That's sort of the last effect, which is to decide how you would like to turn it
05:07on the page, or to set the rotation very precisely, so that you can turn the
05:13image, a lot like a flight controller.
05:19So, you have a lot of control over how you want to style every image here in your document.
05:26By choosing similar effects for all of your photos, you provide consistency.
05:31Combining your graphic effects with text effects can create an incredibly
05:36well-designed look for your entire document.
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Illustrating with charts: Inserting a chart from Excel
00:00When you want to illustrate a concept, you can use a symbol or photo, clip
00:05art, or even a shape.
00:06But when you want to illustrate a group of numbers, then you should
00:10naturally reach for a Chart.
00:12There are two ways to insert Charts in Microsoft Word documents.
00:16In either case, we're going to be using Microsoft Excel as the tool to create
00:20Charts, because it's what it does best.
00:23First, I might already have a Chart that someone sends me, or that I've created
00:27in Excel, that I can use to illustrate the concept in this document.
00:32I'm going to switch to my Excel workbook, and here I have a wonderful Chart on
00:37the Headquarters Headcount that I'd like to use to illustrate this.
00:41I'm going to include the Table in the document, but I'd also like to include this Chart.
00:45The Chart is formatted, of course, with colors based on the theme in Microsoft Excel.
00:50If I want to know what that is, I can quickly go to Page Layout and notice that
00:54it's our custom Two Trees report theme that we created.
00:58I'm going to select and copy this Chart, then return to Microsoft Word,
01:04position my insertion point and then paste my Chart in.
01:08I can either click the down arrow on the Paste button, to get my Paste options,
01:14or I can right-click and choose Paste Options and review them here in the
01:19document, which is kind of nice.
01:20There are three ways that I can paste this. The first thing I can do is I can
01:25make a copy of this Chart and its supporting data, and unfortunately, perhaps, all
01:32of the data in this workbook.
01:33If there are 25 worksheets in this book, I'm going to have them all
01:38if I make either of the choices that embed this.
01:41Not only that, but it's a copy.
01:43This isn't connected to that workbook anymore.
01:46It just scoops the whole workbook up and stuffs it into Microsoft Word, so
01:51that it can show me this Chart, and so that I can edit this Chart using
01:55Excel's Chart tools.
01:56So one choice is to embed this as it would appear using the theme in this document.
02:03My second choice is to embed it in exactly the same way, but to retain the
02:07original theme for Microsoft Excel.
02:10Both of these choices put a whole workbook in here, even if we rarely see it.
02:15The next two choices allow me to use Excel's tools for editing, but rather than
02:19embedding the entire workbook, they create a link to this Chart and this Chart's
02:24data in the original Excel workbook.
02:28So I can use the theme in this document, but grab the data and the Chart
02:33from Microsoft Excel.
02:36Or I can grab the Data Chart and the formatting from Excel.
02:40Any of these first four choices allow me to edit this Chart.
02:45If I embed it, I'll be editing that here in word, the local copy.
02:50If I link it, I'll be editing the Chart back in Excel.
02:54The plus here is that if my Excel data changes, so will my Chart.
02:59Here, if I want to change the data,
03:01I'll need to do it here in this copy, in this Word document.
03:05I have one more choice I can make, and that is to say that I actually don't
03:10care about future changes in the data, and I don't need to be able to edit this Chart.
03:16This Chart is fine the way it is, and I want a picture of it.
03:20If I do this, I only get one button.
03:22There's not a choice to use the destination formatting, because this is almost
03:26the same as if I had used the Screen Clipping feature, which we will see later
03:31in this chapter, to take a picture of this Chart.
03:34This is how the Chart looks in Excel.
03:36This is how the Chart is going to look here.
03:39So I'm going to choose Embedding the Chart with the original formatting.
03:45After I paste, no matter how I paste, I will have a Paste Options dropdown that
03:51I can use to open the Paste Options list, and I can change my mind.
03:55So even if we Undo, and I simply Paste, no other choice, Ctrl+V or Paste, I
04:02can still make any and all of those choices here on the Paste Options dropdown button.
04:08Because I've chosen using the destination theme and link to the data, that is
04:12the default choice, by the way, if I make no other choice.
04:16Now I have just the like copy, here in this document, I don't have the whole
04:20workbook, and if in the future, the numbers are changed or the Chart is changed,
04:25in Microsoft Excel, that will be reflected here.
04:29This is good, and this is bad.
04:31Here is the upside.
04:32If the data changes, I get a Chart that's absolutely up-to-date.
04:36Here's the downside.
04:37If somebody renames the workbook, hides the workbook or puts it in a location,
04:41that I can no longer access, this Chart will still be frozen in time, as if I
04:47had simply embedded it in the first place.
04:49And it won't be linked anymore, and I might not notice that it's not.
04:53The benefit of choosing picture, by the way, there is one huge benefit, is that
04:57when I choose picture, I get an image that I can size, and that will look good at any size.
05:03So if I care the most about how crisp my images look, here in this document, and
05:09I'm satisfied with the quality of the information from the Excel workbook,
05:13choosing picture is a very good choice for me.
05:16Now what if I have data and I don't have a Chart? It's very easy to insert a
05:21Chart, here in Word.
05:23So I'm going to make a space for my Chart.
05:26I'm going to go to Insert and choose Chart.
05:28I'm going to choose a Chart type. This is a familiar Microsoft Excel dialog box,
05:33and I'm going to choose a type that we haven't used so far, so that this Chart
05:37will look different.
05:38And I'm going to say OK.
05:40And Word resizes itself, opens a small workbook on the right-hand side,
05:46and shows me my Chart.
05:48This is a sample Chart in the style I chose. Here is the data.
05:52It's just sample data.
05:54I want to substitute my data here for this data.
05:58I could either begin typing, which would work just fine, if I added different
06:02numbers and different words, so if I don't already have a Table, I could go in and create one.
06:07I could create a Table of States, like California, and Nevada, and Oregon.
06:13And I could put in different terms, like I could put in Rosemary Oil.
06:19And notice that it changes the Chart.
06:21So typing works here, but I don't need to type.
06:23I actually have my data.
06:25So I'm going to select my data here in word and copy it.
06:29I'm going to paste that data here in Excel.
06:33I can format this in Excel if I wish, but I really don't need to, because I have
06:38the Chart that I want.
06:39Now the last thing that I can do is I can choose to save this workbook, which is
06:44really simply my data, as a separate Excel workbook.
06:48If I choose File > Save As, I can save it.
06:52If I simply close Excel, then a copy of that workbook is actually placed in my
07:00Word document, so that I can edit this as easily as I could edit any other
07:05Chart that I created.
07:06So here is my Table. Here's my Chart.
07:09If I want to edit this Chart and I click, notice that I have Chart tools, three
07:12tabs of them: Design, Layout and Format the same tools for design and layout
07:18that I would actually see in Microsoft Excel. These are Excel's tools with Edit
07:23Data, Change Chart Type, for example.
07:25So if we wanted to have some pointy little trees next to each other, we could do that.
07:30I can change my formatting for my Chart, so that it's all in different shades of
07:33green, for example, nice olive colors.
07:37I can save this is a template.
07:40I can change my Chart Layouts, and I can format any of the text or elements
07:46that are in my Chart.
07:47I also have the ability, of course, because this is an object, to wrap text around
07:51it and to position it, as I would a picture.
07:55My picture, on the other hand, only gives me Picture tools, and there is
07:59the difference in the choice that I made to paste this particular Chart as a picture.
08:04If you already have a Chart in Excel, it's simple to copy and paste that Chart
08:08into Word as a picture, an embedded object, or a linked object.
08:12But if you need to create a Chart, and you just know even a little bit about how
08:17to create a Chart in Excel, it's wicked easy to create that Excel Chart and
08:21insert it directly here without ever leaving your Microsoft Word document.
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Illustrating with diagrams: Using SmartArt
00:00SmartArt is diagram art that replaces the old diagram Gallery in
00:05earlier versions of Word.
00:07And you may have used SmartArt in something like Microsoft PowerPoint.
00:11Word 2010 has all the same SmartArt, and includes some SmartArt that's optimized
00:17for use in printed documents, or documents viewed onscreen.
00:21To insert SmartArt in a document, we're going to position our insertion point
00:25and then simply choose Insert, and choose SmartArt to open the Choose a
00:29SmartArt Graphic dialog box.
00:32There are a list of categories.
00:34Some of the SmartArt appears in more than one category.
00:37So, for example, these are different ways to present a list.
00:42You can read the description that tells you that this is for a large amount of
00:45text, that's great to know, or this description that says several groups of
00:50information with large amounts of Level 2 text, in other words, the text that
00:55would be a subheading, a good choice for bulleted lists, or, for example, a
01:01vertical chevron list.
01:03So we start with lists. The All category then let's us see processes:
01:07Step one, step two, step three, Cycle, things that repeat, Hierarchy,
01:15Organization Charts, for example, our Hierarchical Charts, Relationship Charts,
01:20which can include Hierarchical Charts, but also have some basic relationships:
01:24things coming together, things going apart, Matrix Diagrams, Pyramids, an entire
01:32gallery of Picture SmartArt, which we'll be using.
01:36We also have some categories that let you simply see a part of that list, if you prefer.
01:43So I'm going to insert a Continuous Block Process and click OK.
01:47Notice that the colors aren't the colors that were in the dialog box, because
01:51these colors, of course, come from our theme.
01:54And I can size this by sizing the entire frame, very easy.
02:00I can click and type in the boxes, but I can also open up the Text block, and I
02:06can actually insert my text here.
02:07So I might say that the first step is that we have people go through
02:12orientation by starting in the Nursery, then and we move them to the Orchard,
02:18then we ideally have them spend some time in the Warehouse, in Retail, and then
02:25finally they meet with their Supervisor for their current job assignment.
02:29So here's how we're going to orient people to their work at TwoTreesOliveOil.
02:33You can click the X and close it, and I have this nice piece of SmartArt.
02:37It looks a little flat.
02:38I want to make it take up a little more space. Notice that my fonts
02:42automatically expand.
02:44Now I can start to do something more interesting with this.
02:46I can change its colors and change its styles.
02:50So let's choose a different gallery of colors.
02:53If you're going to talk about this document when you hand it out,
02:56it's helpful to have five different colors here: Red, Green, Purple, Teal, and Orange.
03:02If I'm going to talk about it and I hand out something that's all Blue, then I
03:06can say well the first Blue box, the second.
03:08So you might want to think about doing something a little more colorful for a
03:11discussion document, and then the Styles are combinations of effects.
03:16The same kind of styles we've been using for text and for pictures, we're using here.
03:22This tells me the best matches for my document based on other effects that
03:26are being used in the document, kind of like that, that shiny button has my attention.
03:32There are other effects that are probably interesting, but I'm going to take
03:37Word's choice of the Intense best match for my document.
03:40So here's a nice looking piece of art that I can use to describe a process of
03:47orientation of on-boarding for an employee in a way that would be far better
03:51than five paragraphs.
03:52Or this isn't to say
03:54I don't also include the text, but this as a graphic that allows my reader to
03:59really get some meaning out of the headings and the descriptions of these steps
04:03that we're going to take an employee through.
04:05If I want to change this SmartArt, it's very easy.
04:08I can select the entire SmartArt and choose a different layout.
04:12So, for example, I'm going to present this as a Segmented Process, also valid.
04:19I'm going to choose to present this as a Stepped Process. That also works.
04:26So I will get similar choices here when I swap out one SmartArt layout for another.
04:33Now I could conceivably choose a layout that doesn't actually fit my text.
04:37For example, if we imagine that we're going to grind somebody through our
04:42process, and it's a set of gears, I have five steps, but this gear diagram can
04:47hold no more than three items.
04:49So the ones that are left over are here with red Xs, and they will not be part
04:54of this particular diagram.
04:56So let me go back and choose something that does support what it is I want to do.
05:01And here we have a Flow Chart, a Circle Chart and so on.
05:07So all of this SmartArt is good- looking art that allows you to create
05:13document illustrations based on your own information that are really, really
05:18clear and interesting.
05:20I can also include pictures.
05:22I can choose to go back to more layouts and choose a Picture layout.
05:26That's one way to do it.
05:28So I might choose, for example, this Vertical Picture List, that will look like
05:33this, or I could choose Tiled Pictures or Picture Accent Blocks.
05:38I'm going to choose this Vertical Picture List and say OK.
05:42And when I do, notice that I have here my five blocks, and each of these has a picture.
05:49I can click here or here. Simply double- click, and I'll be asked to insert a picture.
05:55Now this is the Nursery, and the Nursery is where we grow our trees.
05:58So I'm going to choose this tree, and I get some part of the tree here.
06:02It will look like a tree, which is good because I'm going to use a similar
06:07picture for my Orchard.
06:09Double-click, and it takes a moment to load this picture, and I have a picture
06:16that I would use for Retail, for example, and so on.
06:20This is a really good combination to use this text with a picture when you have
06:25different specific locations, or when you're introducing our five new employees,
06:30or our five new initiatives that I actually have really good pictures to
06:33illustrate each one of them.
06:35Now if already have pictures in my document, I can convert those pictures to SmartArt.
06:40I want to give you one caveat.
06:43When I drop images in a document, I simply go Insert > Picture.
06:48By default, those pictures are inserted inline with the text.
06:54If my picture is inline with the text, in other words there is no text wrapped around it,
06:58I cannot select more than one picture at a time.
07:02So I want to make sure that I've done all of my positioning, and my text wrapping
07:06both, before I select multiple pictures.
07:08But I'm going to select my first image, hold Ctrl, and select my second image
07:13and with both images selected, even though I'm on Picture tools, I can go to
07:18picture layout and it's SmartArt again.
07:21So I can take those pictures, and I can say I want to choose some particular
07:25piece of SmartArt, and notice as I move from one SmartArt choice to the next,
07:32that I can see in my document that some of these are good choices, and some of them are not.
07:36Here's a Hex that allows me to enter text. That's not bad.
07:40I actually like this one a great deal.
07:43So here are my two images, and I can enter my text.
07:46I have a pretty good-sized text box over this image.
07:49Notice that the text wraps to the right, but the images have pulled to the left.
07:55I can move this somewhere else if I need to.
07:59So I can simply enter my text here if I wish, just like that.
08:06Now again, I can change my colors to different color schemes and different effects.
08:14Really easy to convert existing images to SmartArt, whether it's processed
08:19SmartArt or some other kind.
08:21I had a subset of my original SmartArt when I chose to convert this.
08:26But I can go back and pick up any of the SmartArt layouts that I want, once I've
08:32converted those images into SmartArt.
08:34So I have access to choices that were not available to me a moment ago, including
08:40some of the process choices, for example.
08:44One more thought before we leave SmartArt.
08:48We converted two pieces of art to SmartArt here.
08:52We inserted our own SmartArt, but if we have a picture, for example, I'm going to
08:58simply insert a picture that we have of our tree,
09:03and it'll be pretty big, and I'll change its size so that's a little smaller,
09:09I don't have to have multiple pieces of art in order to convert them to SmartArt.
09:14So as well as all of the styles that I have available for me for my art here,
09:19another style that would actually also apply text, like the caption, would be to
09:24choose a SmartArt style for this one single image, so that I could then apply
09:31whatever title I wanted here with my image.
09:34So don't be afraid to turn one single piece of art to SmartArt.
09:40All of the Office 2010 SmartArt is pretty interesting, all of these different layouts.
09:46I'm very intrigued by the use of these Picture tools to be able to illustrate my
09:51document, either to reformat existing art, or to add new images to be able to
09:56explain concepts and illustrate with single images, important items in my
10:02document, almost like headings.
10:04Remember that many of these were created exactly for the purpose that we've used
10:08them for here to illustrate a Word document.
10:11And so don't be afraid to use SmartArt when you want to illustrate processes,
10:15lists, or relationships between elements.
10:18They're a great tool, and they catch your reader's attention.
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Illustrating with screenshots: Capturing screenshots from your computer
00:00Many Office users who need to capture part of a screen to use as an
00:04illustration in Word buy a separate application, like SnagIt or FullShot, to
00:09capture images from the computer screen.
00:12Screen Capture, also known as Screen Clipping, is available here in Microsoft
00:16Word without purchasing a separate application.
00:19There are four main reasons that we might use screen clipping:
00:22to create user documentation, to capture something that's going on,= on our
00:27computer so we can send it to our helpdesk, to share files, or to collect data.
00:33You can insert a screenshot of a whole window or a screen clipping of part of a window.
00:38We're going to create a screen clipping to support this document we're creating
00:43that's about saving in our SharePoint libraries.
00:46So what we're going to do is actually go out to our SharePoint site and take a
00:50picture of the libraries, so we can show people how they'll get there.
00:55To create a screen clipping, the first thing you want to do is know that you
00:58have the software that you want to switch to running in the background.
01:02So I'm going to switch to my Two Trees SharePoint site, and the section that I
01:08want to show them is this section right here, actually down through the Recycle Bin.
01:13So I want to take a picture of this.
01:15Now, the first choice I'll have is to take a picture of the entire screen.
01:18So from here, I'm going to switch directly to Word.
01:21I'm not going to open anything else up, and then we're going to position our
01:26insertion point and go to Insert > Screenshot.
01:29Now there are two full windows available.
01:32I have an Excel window that was opened, and I have this window we just saw.
01:35So I can click that window, and the entire window is captured and placed in the
01:40document, the width of the screen, which is really nice.
01:43So if I wanted to talk about here's everything that's in this window, that would be great.
01:47But I really want to be able to show just this area.
01:51So I'm going to undo this whole screenshot, and we'll go back again to Insert >
01:57Screenshot and use the Screen Clipping feature.
02:01It says I'm going to inset part of it.
02:03Word gets tucked away and hidden, and there's this opaqueness that washes over
02:08the window that I'll be taking a picture of, but I can still see it.
02:11And so I'm going to move the crosshairs, hold my mouse button down and select the entire area.
02:18Now I can, of course, crop this later, but it behooves me to get it right
02:21the first time because until I let the mouse button up, I can still improve my selection.
02:27I'm going to release the mouse button, and I'll be returned to Microsoft
02:30Word with my image.
02:33This is a graphic like other graphics.
02:35So I can recolor this if I want to.
02:37I can put it on a button ,or put a bevel, or paint a border around it using the
02:41Style tools in the Adjustment tools.
02:42I can position it using the Arrangement tools here in Microsoft Word 2010.
02:48Whether you want to capture a part of the screen out of, for example, a Web page,
02:52like we just did, actually capture a picture of a chart in Excel rather than
02:57using copy and paste for a picture, or just need to grab a dialog box that your
03:03IT helpdesk keeps asking you what's in it, but it's too much to write down,
03:07you can use Screen Clipping to save lots of time, capturing information from any
03:13application that you can see on your computer screen.
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Illustrating with WordArt
00:00WordArt is a graphic created from text.
00:04You can create WordArt for use as a logotype, a symbol, or other graphic that
00:10you want to use in your document.
00:11We have two different sections of text here that look very similar, one Text
00:16with Effects, was created by using the Text Effects gallery here in the Font
00:22group on the Home tab.
00:25This, on the other hand, is something different. It's WordArt.
00:28When I select this text, I have my Drawing tools Format tab open because this
00:34text was created for use as a graphic.
00:37They look similar, but there are things that I can do with this WordArt text
00:41that I can't do with my regular text.
00:43For example, because this is a picture, I can position it anyplace in the page
00:49I wish without having to worry about the text above or below it. Because it's a
00:54graphic, I can position it precisely, or choose how I'd like text to wrap around it.
01:02I can also apply a style to the shape of the text, and change that shape if I
01:10wish, and style it here.
01:13I can apply a fill behind the shape, if I wish.
01:18I can place this graphic in front of, or behind the text in my document.
01:23I can change its text direction to rotate my text sideways or back, and I
01:30actually have a Rotation Handle, so I can spin this and place it any place I
01:36want, not just in the body of my document, but in my margins, if I wish.
01:42Welcome to WordArt which creates text that behaves like a graphic.
01:47Let's see how easy it is to create our own WordArt here in Word 2010.
01:52To insert new WordArt, simply click anywhere in your document and choose
01:55Insert > WordArt, way over here in the Text group on the Insert tab and begin by choosing a style.
02:01So I'm going to choose this reflective blue.
02:04It's kind of a metal bevel.
02:06A text box opens with formatted text in it that says YOUR TEXT HERE, and I'm
02:12going to say "TWO TREES HOLIDAY HOURS." Looks good.
02:17Notice I automatically have the reflection and all the formatting for this text.
02:21I can then move that text however I wish, and I can say I'd like the text
02:26wrapped around this squarely, that easy.
02:29If I want to edit my text, I just click and do whatever editing I want to do.
02:34Again, very easy. I added it as I normally would, but I have the bonus of having
02:40a graphic that I can use in ways that I can't use this text.
02:44This text is pretty limited.
02:46I can move it in places that I have text, but my WordArt, I can take anywhere.
02:52I can position however I wish.
02:55I can change its style with a simple click, and I have access to not just the
03:05tools like Shadow, Reflection, and Glow that are available as Text Effects, but
03:09I also have access to the picture only tools, like Bevel and 3-D Rotation.
03:16So with Word's text effects, like Reflection and Glow, you might be tempted to
03:20ignore WordArt, but if you want to create text based art that you can position
03:26and format in all the same ways that you would position shapes or photos, you'll
03:31be drawn back to WordArt again and again.
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9. Document Building Blocks
Understanding building blocks
00:00Word 2010 helps you save time and easily reuse content in your documents by
00:06using either built-in or custom Building Blocks.
00:10With Building Blocks, you can quickly and efficiently add design elements to
00:14your document. Almost all of the Building Blocks are found on the Insert tab of the ribbon.
00:20This sample document includes four different kinds of Building Blocks.
00:25It includes a cover page, it includes a header, it includes a footer, and it
00:32also includes a quote box, a kind of text box.
00:36Like the other graphic elements in your document, all of the colors that are
00:41being used by the Building Blocks are determined by your document's theme.
00:46If we switch our theme, Page Layout > Themes, you'll notice that the Building
00:53Blocks change as well.
00:57Each of these elements was added to the document from the Insert tab, and you'll
01:02notice that the elements go together.
01:04If you look, you'll see the boxes here reflected in boxes here and here.
01:11The elements go together because they're all part of one family.
01:15For example, if we choose Cover Page, you'll see a number of built-in cover pages.
01:21They have names: Alphabet, Annual, Austere.
01:25This is the family name, and this particular cover page was chosen from a
01:30family named Tiles.
01:32I want to remember that, because if I choose elements from the Tiles family as
01:38my headers and footers, all of these documents elements will go together.
01:42So when I insert a header, I can scroll down in alphabetical order to find
01:48Tiles, and you'll notice that that's incredibly similar to the cover page that
01:52I'm looking at, and my footer, in the same way.
01:56Several families: Alphabet, Annual, Austere, Conservative, Mod, Motion, but
02:03at the bottom, Tiles.
02:05Now, not only do they go together in terms of design, but they form a complete set.
02:09If I choose a header from Tiles and I choose a footer from Tiles, I won't have
02:14duplicate information between the two of them.
02:17Notice that the header has the document title and the date, and the footer has
02:22the company address and a page number.
02:25These elements won't always appear in the same places, but within a set of
02:29headers and footers, you won't have a page number in two places, or a document
02:34title in two places.
02:36In addition to the header and footer and the cover page, there is an
02:41element called a text box.
02:43This isn't an old-fashioned text box; this is a new up-to-date text box with
02:48interesting design elements. And text boxes come in two kinds, and they also have
02:54the same list of family names.
02:56So you'll find two entries for Tiles: one for a quote, one for a sidebar.
03:02Two entries, for example, for Austere: one for a quote, one for a sidebar.
03:08In addition to headers, footers, cover pages, and text boxes, there are other
03:12types of Building Blocks as well:
03:14Page numbers, watermarks, and equations and quick parts, a general category
03:20that's empty to begin with, because it's waiting for the custom Building
03:23Blocks that you create.
03:25Quick parts are described later in this chapter, and I'll show you watermarks
03:29along with the other Page Layout tools in Chapter 10.
03:31Microsoft Word's Building Blocks are easy to use, easy to create, and give your
03:37document an attractive, professional, designed look.
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Numbering pages and applying headers and footers
00:00Headers and Footers are text, or text and graphics, printed in the margins of
00:05every page of your document.
00:07Headers appear in the top margin, and footers are printed in the bottom margins.
00:11Headers and footers can be as simple as a page number, or as complex as a
00:17photograph, or a logo.
00:18You can specify options for Page Numbers, Headers and Footers, including
00:23whether you want them to appear on the first page of a document or on odd and even pages.
00:28We'll start by inserting a simple page number.
00:32Go to the Insert tab, and we're going to be working with this Header & Footer group.
00:37And the Page Number allows us to position page numbers at the top or bottom of
00:41the page in the page margins or at the current position, which would assume
00:45that we're already in a header or footer.
00:48So if I simply want to put a page number that says Page 1 at the top of every
00:54page in the upper-right corner, I can simply choose that.
00:57You'll notice that Word automatically opened up a header area in the margin, and
01:02it's showing me the Header and Footer tools.
01:05A Different First Page is automatically checked, and we'll talk about that in a
01:09bit, but we are on Page 5, and we're seeing a Page 5 header that's been applied
01:14with the page number.
01:16I'm going to undo this, and we're going to insert a different kind of a page number.
01:21We're going to insert at the top of the page, what's called an X of Y page number.
01:26It's a Page 1 of 5, Page 5 of 25.
01:30We're simply going to insert that in the middle.
01:31These numbers are automatically calculated by Microsoft Word.
01:36If I add eight more pages to the document, this will say Page 5 of 32.
01:40Notice that even though I'm inserting page numbers, it's putting them in headers.
01:45Word doesn't really have any where else to put page numbers except in headers and footers.
01:49Let's return then to Insert, and let's insert a header, which is a little bit
01:54more than a page number.
01:55I'm going to go back to Page Number, and say Remove Page Numbers.
01:59Notice that they're all gone.
02:01And I'm going to choose Header, and I'm going to choose a particular header.
02:05If I look at the list of headers, I'll find the same kinds of names that I would
02:09find in cover pages or in text boxes,
02:12these families of building blocks or design elements for my document.
02:16I want to choose a header from a family called Motion, and Motion actually comes
02:21with two headers and two footers: one for even pages and one for odd pages.
02:25If I only use one, it doesn't actually matter which I use because it's going to
02:30appear on every page.
02:32So I'm going to start by choosing this Odd Page header that will appear on
02:36the right-hand side.
02:37Notice that it's actually taken this information from Section 1, the
02:41Introduction, and it includes it as part of my header, as well as the Number 5.
02:47If I scroll down in my document to another section, I'll find, for example, that
02:53here it has Section 4:
02:54STANDARDS OF CONDUCT.
02:56The information that's being put in the header, for example, The Story Behind
03:01Two Trees Extra Virgin Olive Oil is coming from my headings, yet another reason to use Styles.
03:08I'm going to now switch and enter a footer.
03:11So here I have my heading 1 and a page number.
03:15Let's go to the Footer, and choose a corresponding footer out of the Motion set.
03:21I'm going to choose the Odd Page footer for Motion.
03:24There's a date picker that asks me to pick the date, and we're going to be
03:28publishing this handbook effective July 1st.
03:30So I'm going to choose July 1, 2010.
03:34I'm going to close my Header & Footer, and you'll notice that at the bottom
03:37of the page I have a date, and at the top, I have a page number and section information.
03:43Now when I print this, I want to print this back to back on paper.
03:47So let's go quickly look at a preview of how that will look.
03:53Notice that I'll have these design elements on the right-hand side of every
03:56page, but when I print this back to back, what I'd really like is I would like
04:00to have every other page of the design elements on the left.
04:04In other words, here's my binding edge.
04:06So my pager number sticks out, and the backside of that sheet, the even page
04:12would be my binding edge, and I would like this information over here.
04:16This is why we would use odd and even headers and footers.
04:20Let's return back to Insert, and let's return to the Header & Footer.
04:25I can either choose Header > Edit Header, or to get there more quickly, I can
04:32just double-click in any header or footer, and I'm going to tell Word that I
04:36want to have different odd and even pages because of how this document is going
04:40to be printed and bound. I am on an odd page.
04:43Word changes this to Odd Page Header.
04:46If I scroll down to the bottom, Odd Page Footer, and on the next page, I have an
04:51Even Page Header, and you'll notice there's nothing in it yet.
04:55Let's go to Header, and choose the corresponding header, the Even Page Header for Motion.
05:02It asks me to type the document title, and I'm going to click and type Two Trees
05:10Olive Oil Employee Handbook.
05:15Now let's go to the Footer.
05:17Here's my Even Page Footer, and let's go pick up that Motion footer for Even Pages.
05:23I'm not been asked for anything.
05:25It's using the date, just like the Odd Page Footer does.
05:29So it's just copied that date from the Odd Page Footer from that placeholder
05:32where I chose the date.
05:34So I'm going to go back to my preview now, and you'll notice now that the pages
05:40when printed, here's my binding edge, and here is my backside of the sheet and
05:45my front side of the sheet, and when the bound copy is opened, I have my headers
05:51and footers exactly where I would like them to be. One more thought.
05:57I can also determine whether I want to have a Different First Page here. Typically, I do.
06:03The first page of many documents is a cover page, and so this is turned on automatically.
06:08But if I have, for example, a three- page document without a cover page, I can
06:13simply turn off Different First Page, and when I do, it will inherit the Odd Page
06:18Headers, or if I have only one set of headers, it will inherit the headers that
06:22I've specified elsewhere in my document.
06:25If I turn it off, I have the opportunity to put in Different First Page
06:30Headers and Footers.
06:31When you've finished editing or adding headers and footers, it's always
06:34good idea to close the Header & Footer pane so that the Header & Footer
06:38tools are taken away.
06:39When you have more than one or two pages in your document, you'll want to add page numbers.
06:44But to add even more information and some professional design elements to the
06:49margins of your document, don't use simple page numbers.
06:53Use Word's Header & Footers feature.
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Adding cover pages and blank pages
00:00Word 2010 includes a gallery of Cover Pages with placeholders for document
00:05information, like the author name, or title, or document date.
00:09Cover pages are another type of Word 2010 building block.
00:13This document that we've been working with already includes a cover page.
00:17It's not bad, but there is nothing exciting about it either.
00:21Let's start by make all one line without a carriage return, and I'm going to
00:26Copy this information.
00:29And then I'm going to select and delete the text on the cover page.
00:33I want to make sure I don't get down into the document.
00:35So I am just going to select and delete the cover page text, making this
00:40temporarily page 1, and notice that my headers and footers are working just
00:44fine, because the header that was on page 2 just went away because we have a
00:48different first page header. Everything works.
00:51Now let's insert a cover page.
00:53The corresponding cover page for this family of headers and footers, which is
00:58called Motion, is right here.
01:00And I'm going to select it.
01:02I don't need to tell Microsoft Word to put it at the start of the document.
01:06It knows where cover pages go.
01:08The date that it picked up here, it actually picked up from my choice of July 1 for the footers.
01:15Let's see if there's any other information it would like me to provide.
01:18Here is some information about the Author of this document, and I can edit, or
01:22provide some slightly different information here.
01:25We are going to change this.
01:28And this document is being released on July 1, again, a date I chose elsewhere in this document.
01:36So here's a really striking-looking cover page.
01:39We will just going to zoom out a bit to see how that looks and leads into our document.
01:44However, we don't need a picture of a train on our cover page.
01:47So let's right-click, and choose Change Picture.
01:51And let's actually select a picture that will work for us,
01:55a picture of olives.
01:57Notice that the image gets inserted in the same place the prior image was.
02:02Everything else works.
02:04Now that we've customized this cover, we might want to reuse it in other
02:08documents with our images here.
02:11We can easily save this cover, just like we would save any building block, which
02:15is in the gallery where we chose this building block.
02:18First, I am going to select all the information on this cover page, and I want
02:23to make sure that I get it all and nothing else.
02:25Notice I have all of these elements selected, including the two trees and the
02:29date and everything.
02:30And now I can choose Cover Page > Save Selection to Cover Page Gallery.
02:36So I'll click, and it would like me to give this a name, and I can say that this
02:39is the Two Trees Cover Page.
02:42It asks me what Gallery I want to place it in.
02:44Well, it's a cover page. And what Category?
02:46There really are two categories, and you can create your own.
02:50So you could create a category called Two Trees, and then you could simply call
02:53this Cover Page, or you can save it with the General Building Blocks.
02:57And because it's a cover page, it will be inserted in its own page.
03:01A few steps we needed to go through to save this,
03:04but it's the same whenever we save a building block.
03:06Select what you want to save, and then open the gallery that you chose the
03:10building block from, and say you want to Save Selection.
03:14And lets just see how that would work if we have a new document, or a document we
03:19have been working on for a while.
03:20We can insert a cover page and below all the built-in cover pages, you will
03:25find the General cover pages, and there is the cover page that we just created,
03:29again, available for us to use, in any document we wish. We can then enter our text and so on.
03:36With Word 2010's Building Blocks, it's just wicked easy to create a cover page
03:41that coordinates with headers and footers and all of the other design elements
03:45in your document, so your documents have a crisp and professional look.
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Using text boxes for document design
00:00In older versions of Word, text boxes are simple, even boring, boxes with
00:05text stuffed into them.
00:07In Word 2010, text boxes are new. They're graphic elements in the same
00:12families as the other building blocks that you've seen.
00:15Like cover pages, headers and footers, text boxes are used to provide
00:20information and to add both graphic interest and a professional design look to your documents.
00:26For most of the building block families, you'll find two text boxes in the Text Box gallery.
00:33One will be a Quote, and the other will be a Sidebar, Annual Quote,
00:38Annual Sidebar and so on.
00:40Before you add a Text Box, you want to make sure that the insertion point is
00:44at least on the page where you want to add the Text Box, and hopefully even in the vicinity.
00:51We're going to add a Pull Quote to this page. It's got space.
00:55There's extra white space at the bottom of The Story of the Vitalia family and
00:59Two Trees Extra Virgin Olive Oil.
01:01So we have the ability to add some interesting design elements.
01:05In the third paragraph, there's a sentence worth holding up.
01:08It says, "we constantly strive to be the kind of company my grandparents would
01:14expect us to be by giving back to our families, our people, and the world."
01:18So we're going to copy this text here so that we can use it elsewhere, and we're
01:24going to use that in the Pull Quote.
01:26So I'll choose Text Box.
01:29Remember that we're using the Motion family here.
01:32So our design elements go together.
01:33And we have what's called a Motion Quote here, and I'm going to click, and it
01:39drops it somewhere in the page.
01:41Now it says, "Type a quote from the document or the summary of an interesting point."
01:45So I'm going to paste my text in, and it asks how I'd like to treat it.
01:50I can either keep the source formatting, I can merge the formatting, which is
01:54giving me a more interesting look, or I can keep the Text Only.
01:58So I'm going to merge the formatting, and I have a little editing to do here.
02:01W, and at the end perhaps a ... because the sentence wasn't finished.
02:09But I like that text, and this is a Text Box.
02:12It's a drawing element.
02:13So I can do lots of things with this Text Box.
02:16First, I can position it very easily on the center-right side of the page, at
02:21the upper right-hand corner, the left side in the middle, any place I would
02:25like it to be, or I can leave it right where it is, which isn't an altogether bad place.
02:30I can wrap the text around it more or less tightly. There's Square.
02:35There's Through, which we don't like, Top and Bottom, which leaves this wideband.
02:40We could put this behind of, or in front of, the text, or we could edit the Wrap Points.
02:44So we have lots of different choices about how we might work with this.
02:47I'm going to just leave this square as it is.
02:51I want to make this just a little bit smaller.
02:52It's a large box, and just a little bit taller. So there we go.
03:01I'm going to click off the text box, and you'll notice that it has a blue line,
03:05and it has a shadow.
03:07I can choose some different styles for this shape, if I wish, and I think I'm
03:12going to choose this nice green right here.
03:15Additionally, I can change my WordArt.
03:18I have a couple of little effects going on here.
03:20There's actually a shadow that's been applied to this text behind it.
03:24I could change to a specific WordArt style, if I wish.
03:27Just watch as I make some choices and decide if we like any of these choices.
03:32That's a little over at the top, sort of like this text better.
03:36I can always increase the size of the text.
03:39I like that a great deal.
03:41So this is a Pull Quote.
03:43With the Pull Quote, you actually pull a section of text out of the document and
03:47place it in a decorative element like this.
03:50Our readers should expect that if this is sitting here in this shape as a
03:54Pull Quote, that this exact text will be found at some place else on this page of the document.
04:00Sidebars work exactly like Pull Quotes.
04:03You insert them the same way, and you can do the same kind of design changes with them.
04:08The same types of formatting are available to you.
04:11But sidebars are generally used for text that's not included in the document.
04:15So we're going to go to Page 6, where we have some information about
04:22definitions of employee status.
04:25There's a statement about PROBATIONARY PERIOD FOR NEW EMPLOYEES that actually
04:29has nothing to do with any of these other categories.
04:32It overrides every single one of these categories, as a matter of fact.
04:37And so I'm going to take this information about this probationary period, and
04:41I'm going to cut it and put it in the sidebar.
04:43So we're going to choose this text and do Ctrl+X, and I just press Ctrl+Enter to
04:49send this line to the next page.
04:52Then I want to position myself anywhere on the page and choose Insert > Text Box, and in Motion,
04:59ee'll put in this Motion Sidebar with an accent shadow.
05:02Now I'm not required to use exactly all of the same graphic elements.
05:07If I had a reason that I preferred another sidebar ,like the pinstripe sidebar, I could.
05:12Let's take a look at how that would look.
05:14That fits right here and actually makes it possible for all of my text to fit.
05:18It's kind of a nice fit, but the fonts aren't the same, and it's just not quite what I want.
05:23So let's go take a look and insert this matching sidebar and see if I do like
05:27that one, which is called Motion.
05:30So here's the Motion Sidebar.
05:32It takes up a fair amount of space.
05:35I don't have to allow it to be this far in of the page.
05:38I can actually move the entire sidebar closer to the right if I wish, probably
05:44more than I would have liked.
05:46And I can position the sidebar in the page, and in order to do that, I
05:50might actually want to make this page smaller, because this is a very large design element.
05:54But if I click this design element, I can move it up the page, for example, or down the page.
06:02This controls where the text box is in the page, this yellow diamond, whether
06:06it's got a wider margin or a narrower margin, and I'm going to click.
06:10And I'm going to paste in my information about the probationary period for new employees.
06:15And I'm going to say just Keep the Text Only.
06:18So the text will actually be converted to the style in this Text Box, which was white text.
06:24Now, I can format this text.
06:26I could, for example, bold this text, or I could choose Strong for this text.
06:32I might choose that for the entire sidebar
06:34I'd like all the text to be a little bit larger, because this is important.
06:39Additionally, I could change this to white, and I can format this as I can any
06:47other drawing object.
06:48So I have many choices for my Shape Style.
06:51This is the only blue element in this entire document, and I might want
06:56to change it to an orange element to go along with the other elements in my document.
07:02Here, this looks like a button.
07:03Notice that we have a 3D effect and a bevel.
07:07Here's with a white raised edge, or I might want to make it green, so it stood out.
07:13If I were going to have important summaries, or important information scattered
07:18throughout this document, I might choose exactly the same kind of sidebar or
07:23Pull Quote to use over and over again in order to highlight that document for my employees.
07:28These other elements in my document are flat.
07:30So I'm going to choose this flat green for my sidebar, and now this PROBATIONARY
07:36PERIOD FOR NEW EMPLOYEES is no longer buried at the bottom of this document
07:40where I may have trouble finding it.
07:42It's not quite front and center, but it's front and right side on this page, so
07:46that no one will miss taking a look at this, whether they are Exempt or
07:50Non-Exempt, Regular Full- Time or Regular Part-Time.
07:53Sidebars, as we saw here and our Quote Box that we entered earlier, have
07:59slightly different uses.
08:02However, they both are used to highlight important, or in this case intriguing, text.
08:08Again, by adding an additional graphic element to your document, they add
08:12interest and make the document look well-designed.
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Creating and saving custom headers and footers
00:00Word 2010 comes with a great gallery of built-in Headers and Footers.
00:05But you need to customize them each time you use them.
00:08It's incredibly easy to create and save your own headers and footers, either by
00:13customizing the built-in headers and footers, or by starting from scratch.
00:18Let's start by inserting a footer in this document.
00:21For example, I'm going to choose this blank 3-columns footer.
00:27And it has three placeholders for text, totally generic.
00:32In the first placeholder, I'm going to put the symbol for All Rights Reserved.
00:38In the middle, I'm going to insert a page number.
00:42So I'm going to choose Page Numbers > Current Position, and I want to choose one
00:47of those X of Y Bold page numbers.
00:49So we'll put that right here.
00:51Finally, my last piece of text, I'm going to type "Two Trees Olive Oil."
00:57Now, I can format this anyway I wish, so I'm going to bold the Two Trees Olive
01:03Oil, and I'm going to choose a theme color for it as well.
01:08So we'll make this Bold, and then by choosing a Theme Color, even if we change
01:13the theme in this document, there'll be a color that will be useful.
01:17As you're choosing theme colors, by the way, the ones that tend to be primary
01:21are farther to the left.
01:22So these blues and this red will be used far more frequently in this color
01:27scheme than this orange normally would.
01:29I'm going to go ahead and choose a dark blue here, and I'm going to apply the
01:34same Font Color over here, and it's, of course, still on my dropdown, because it's
01:40the last color that I applied. A nice footer.
01:43Now, it took me a little more than a minute to put his Footer together.
01:46I want to use this Two Trees Olive Oil simple page number Footer over and over
01:51again in my documents.
01:53So I'm going to select the entire Footer, and I'm going to go to Insert.
01:57I'm going to go to the Footer Gallery, and I'm going to say I want to save this
02:02selection right here in my Footer Gallery.
02:05Word will pick up the text at the beginning.
02:07I want to give this a better name.
02:08I actually don't mind having All Rights Reserved here and Page X of Y. I'm going
02:14to put in Footers, and I'm going to do something a little different here.
02:17I'm going to create a whole new category that's called Two Trees.
02:21I'm also going to put an underscore in front of the two trees.
02:25I can save this wherever I want.
02:27I can save this in my Building Blocks, and my choice is to insert content only.
02:33So if I were in the middle of a paragraph and inserted this, what would I
02:36expect to have happen?
02:38I want this content to be in its own paragraph, but I don't want it to be on its own page.
02:43However, because it's a footer, it will automatically go to the bottom of the page for me.
02:47So I'm going to Insert content in its own paragraph and say Ok.
02:51And I'll go back to my Design tab and close my header and footer.
02:55So there is my new Footer.
02:57Let's create a new document, Ctrl+N, and let's insert our Custom Footer.
03:02So we'll find this on the Footer Gallery.
03:05The very first group of items listed is Built-In.
03:08This is an alphabetical list of groups.
03:10Built-In begins with the letter B. By putting an underscore first, in
03:15alphabetical order an underscore comes before any letter, and I've just put my
03:20new gallery at the very top of this list.
03:23I'm going to do that on every single one of these dropdown lists of building
03:28blocks, so that I can easily get to my things more easily even than getting
03:32to the Built-In item.
03:33So let's go ahead and add this, and you'll notice there is my footer.
03:37I never have to create this footer again.
03:39It's at the very top of my list of footers.
03:42We can also create a corresponding header if we wish, to go along with this.
03:46If I decide that I want to change this footer in any way, it's a simple matter
03:52of making whatever adjustments I want to make.
03:54For example, I might decide that this text is a little too small, and I'd like
03:58to make it larger, or it's too large, and I want to make it smaller.
04:02Whatever change I make, if I then go back to my Footer Gallery and I say I want
04:08to save this selection, and I enter exactly the same name, it will overwrite
04:15this footer that I've already created.
04:17So I can't have two footers with the same name.
04:20I can, however, easily overwrite a footer that I've created already in order to
04:25edit it or to update it, or I could say that this is a smaller version.
04:29This could be a ARR, for All Rights Reserved, Page X of Y, Two Trees, and then I could say small.
04:38And I'm going to insert this in its own paragraph, and I'm going to put this in
04:43my Category, _Two Trees.
04:47Now, when I go take a look, I have two different footers that I can choose from.
04:53But headers and footers don't need to contain only text.
04:56They can also contain some Graphic elements.
04:59We have a footer that we use routinely in our documents.
05:02And so I'm going to go open that footer, and it's called Two Trees graphic
05:08footer, and it's just a small table with some design elements and a photo and
05:12a page number in it. And I'm going to select this entire table, and then we're
05:18going to save this.
05:19We're going to go to Insert > Footer > Save Selection to Footer Gallery, and
05:25we're going to call this Olive Footer, and I'm going to save this in the two
05:31trees category in my Footers Gallery and always insert the content in its own paragraph.
05:37So now, I've added this particular footer to my gallery, and I can
05:42choose Insert > Footer.
05:44There is my Olive Footer, and it will be placed automatically at the bottom of
05:48the page, where footers belong.
05:51In my company, we use to purchase several different kinds of custom printed
05:55stationary for letters or estimates or proposals, each of which simply had a
05:59different header or footer.
06:01Now we use custom headers and footers in Microsoft Word, saving the expense of
06:05printing all these different custom stationary products for single uses.
06:09Whether you start from Scratch or begin with an existing header and footer, as we
06:14just did, creating and saving headers and footers for your organization saves
06:19time and can save you money.
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Creating and saving Quick Parts
00:00We've been working with several different types of Microsoft Word building
00:03blocks: Cover Pages, Page numbers, Headers, Footers and Text Boxes.
00:08Word has one other building block Gallery for building blocks that don't
00:12necessarily fit into any of these categories.
00:14You can take any kind of text, or a combination of text and graphics, that you
00:18need to reuse and save it in the Quick Parts Gallery, right here.
00:24We're going to start with some text that I copied out of some letters that we
00:28were creating, and we're going to save this internal address block that I use
00:33frequently and a signature block, as well as this statement that's part of the
00:39company mission that we try to include in all of our literature.
00:42So I'm going to begin by selecting the internal address block.
00:47I can also select as many empty lines, or blank lines, as I would like to have
00:51separating the internal address block from the salutation in a document.
00:56I'm going to either choose Quick Parts and Save sSelection to Quick Parts gallery,
01:01or hold Alt and press F3 to open the Create New Building Block dialog box.
01:09The text of the first line that I selected, up to any punctuation, is
01:13automatically grabbed as the name, but I'm going to call this an Internal
01:17Address Block, and I'm going to save it in my Quick Parts gallery, but I'm going
01:22to create a new category for this address block.
01:26I support not just my own correspondents and Maria Ann's, but I also support Hector.
01:32So I'm going to create a category for Maria Ann's Quick Parts.
01:37I'm going to store this in Building Blocks, and I always want it to appear in
01:41its own paragraph, but not on its own page, and I'm going to say OK.
01:46And now my Quick Parts gallery includes a group called Maria Ann and has an
01:50internal address block in it.
01:52Now, I'm going to save the Signature block, select the text, either choose Quick
01:57Parts Save Selection, or Alt +F3 to open that dialog box.
02:01And this is a Signature Block. The gallery that I'm going to save in in is
02:07Quick Parts. The Category that I'll save it in is Maria Ann's Quick Parts, and
02:13I'm going to insert this content in its own paragraph.
02:16Now, I have saved that as well.
02:19And finally, this is just some inline text that would appear anywhere.
02:23I could be typing along in a paragraph and want to insert this sentence.
02:27It's boilerplate text.
02:29So I'm going to hold Alt and press F3.
02:32This is the Two Trees Olive goal statement, but I don't necessarily need Two Trees Olive.
02:39I just need goal statement.
02:42And I'm going to put this into my Quick Parts.
02:47I'm going to assign it to a New Category, and that New Category is going to be
02:52called Two Trees, and that will be for my items that are companywide.
02:59And here I'm going to insert content only.
03:01I don't want it in its own paragraph.
03:03So as I'm typing along and want to insert this Quick Part, I can just do that on the fly.
03:08Let's say OK.
03:10Now, I've got all three of those Quick Parts saved in my gallery.
03:15Although, I've entered mostly plain text,
03:17I could've formatted this text anyway I chose to, and that formatting would also
03:22be saved, just as it was with my headers and footers.
03:25Let's create a new document, Ctrl+N, and let's insert some Quick Parts, so
03:30we see how these work.
03:31So if I wanted to insert an internal address block, it's that simple, and I then
03:36I can type my letter and some more text.
03:44Now, I'm ready for my Signature Block.
03:46So I'm going to go to Quick Parts > Signature Block, and there is my Signature Block.
03:51Again, nice and quick, nice and easy.
03:53And if I wanted to add, for example, my motto right here, our goal statement, I
04:00can go to Two Trees Goal Statement, and it will be inserted right here.
04:04It looks like I selected an extra Enter when I saved that.
04:08But notice here's my statement: Two Trees Olive Oil has continued to raise the bar.
04:13If I want to fix this so that it doesn't include that paragraph mark at the end,
04:18I can actually select this again.
04:21I go take a look and notice that this is called Goal Statement. That's its name.
04:25So I can hold Alt+F3 and save this again.
04:31And as long as I save it in exactly the same gallery, with exactly the same name,
04:37it should overwrite the statement that's there already, so that the next time I
04:41insert this it won't have an extra line at the end.
04:45When you find yourself either copying and pasting a block from one document to
04:49another, or retyping or recreating the same text, like a Signature Block, in more
04:54than one document, you can save time, and also increase the consistency between
05:00your documents, by saving that text, or text and graphic, as a Quick Part.
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10. Modifying Page Layout
Setting page margins, page orientation, and paper size
00:00Three Page Layout settings:
00:02Margins, Page Orientation, and Paper Size, are all used to determine how your
00:07document will look when it is printed.
00:10Margins are the blank space around the edges of a page.
00:14While most of your text and objects will appear between the margins, some items
00:19appear in the margins, for example, headers, footers, and page numbers.
00:24To set your margins, let's go to the Page Layout tab, and we're going to choose
00:28the dropdown for Margins.
00:30Normal is the default setting, 1 inch all the way around the document, but we
00:35could choose, for example, Narrow settings, a half an inch all the way around.
00:40Word repaginates our document, and when we look, we have a document that has
00:44very narrow margins.
00:46Another choice is moderate, which leaves large margins at the top and the bottom
00:52where we're likely to have headers and footers, but splits the difference
00:55three-quarters of an inch on the left and the right-hand side.
00:59This is a pretty big document though, this employee handbook, and the odds are
01:03good that at some point we will want to put this in a binder, or have it bound.
01:08So, let's take a look at the kinds of margins we can use for bound documents.
01:12One choice is Wide, which provides ridiculously-wide margins.
01:17You might wonder why someone would use this kind of a setting, and part of the
01:21reason is that it gives you lots of space to write notes.
01:24This is the kind of Margin setting that people often choose for a document
01:28they're going to manually review, and write notes on with a pen or make marks
01:32with a highlighter.
01:34But it's pretty big, two inches left and right.
01:36What we really want are we want to have a wide margin on the side where
01:41we'll have binding.
01:42This Narrow margin doesn't give us the ability to three-hole punch this document
01:47without punching right into our text.
01:50But we don't really care as much as about the margin at the outside.
01:54There are two different ways that we can lay out margins for binding. One is what
01:58are called Mirrored margins.
02:00With Mirrored margins, we give an inch- and-a-quarter on the left of odd numbered
02:04pages, the side where a three-hole punch would be,
02:07then a slightly narrower margin, not enough so that you really notice, but a
02:11margin that when this document is bound, there will be approximately the same
02:16distance on either side left to be able to look at it.
02:19Then on our next page, what we have is we have that wider margin here on the
02:24right-hand side, because this is where we would expect it to be on an even page,
02:28which will be on the back side of this sheet of paper.
02:32Let's go to the Custom Margins command, which will open this Page Setup dialog
02:35box, and take a look at all of our options.
02:39So here we have Mirror margins, and if we change, notice that we don't have
02:43Left and Right margins;
02:44we have Inside and Outside margins.
02:46So, if I need a little more room for my three-hole punch, I can increase this,
02:50and this small preview will change.
02:52So now I have an inch-and-a-half on the Inside, the left side of an odd page,
02:57the right side of an even page, and only one inch on the Outside.
03:01Another possibility is simply to choose the Normal margins that we already had
03:06and to say I'd like to provide a Gutter.
03:09If we choose a Gutter, we'll have Left and Right margins, but a Gutter is
03:14defined as the space that's the binding edge of a document.
03:18So this isn't like bowling, where there is a Gutter on either side.
03:21Here, the Gutter is absolutely on the inside, left side of odd number pages.
03:27And you'll notice that it even makes it look like there is some comb binding
03:30here for the Gutter.
03:31So, these are all different ways that I can set margins.
03:35If I have a set of margins that I want to use for every single document I
03:38create, I can override the current default of Normal, 1 inch all the way around
03:43by choosing Set As Default.
03:45Margins are the most complex of this group of Page Layout settings.
03:49Orientation is especially easy.
03:52There are two different Orientations: Portrait and Landscape, so named for
03:57pictures in an art gallery. Since most people had their portraits painted while
04:01they were standing or sitting, rather than lying down,
04:04this Portrait alignment is a vertical alignment where the long side of the page
04:07is in the vertical dimension.
04:09And Landscape, if you imagine wonderful landscape paintings, they are more
04:13horizontal, so here's our paper turned sideways.
04:16If we choose Landscape, for example, Word will repaginate our document.
04:21Now, it actually has more pages in it than it did before, because Word can make quite
04:26as good use of the space that we've given it for this particular document.
04:30This isn't a bad look, but you'll notice that in areas like this, we do throw
04:34away a lot of paper that we're not using, which is part of why this is a longer document.
04:39If you're going to print this document for most people to read, you would want
04:42to leave it in the Portrait orientation.
04:44We tend to save Landscape for large tables, or other data that really needs to be
04:49seen in more of a horizontal look.
04:52Finally, we can change the size of our Page Layout, and this should be very
04:56easy, because it's the size of whatever paper you intend to print this on.
05:01Normally, you'd use 8.5 x 11 for most of your printing, although Legal, the same
05:06width but longer paper is also used.
05:09Another North American size is tabloid Paper which is 11 x 17, 2 8.5 x 11s so you can
05:16print two-up on a page and fold your paper in half to have sort of a not a
05:20bound, but a single document.
05:22There are some other paper sizes here that start with the letter A that seem
05:26just a little unusual in terms of their dimensions, and that's because these are
05:30not papers that were constructed in inches.
05:32These are European paper sizes: A3, A4, A5.
05:36Again, simply choose whatever paper size you actually have in your printer.
05:41If you want to adjust the number of copies on a page, don't do it here. Do it in
05:47your printed settings.
05:48While we've been changing Margins, Orientations, and Size here on the Page
05:52Layout tab, these are Print settings.
05:54So, if I go Backstage in Microsoft Word 2010 and choose Print, I'll have
06:00these same options here.
06:02Here are my Margins, here is my Paper Size, and here is my Orientation.
06:07So if I make changes here, notice that they will be reflected here in my preview
06:13after Word repaginates my document.
06:15So, before you print your document, when you're Backstage in Word, just take a
06:20moment and checkout your settings for Margins, Paper, and Orientation to make
06:25sure that your printed document will look exactly the way that you'd like it
06:28to look.
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Inserting sections to organize a document
00:00Section breaks are used so that you can change the layout for a page or group of
00:04pages in your document.
00:06For example, if you separate the chapters in a book document, you can begin
00:11page numbering each chapter with the number one, or you might want to layout
00:16part of your document as columns, more than one column, two columns, or three
00:20columns, or you might want to create different headers and footers for
00:24different sections of your document.
00:26If we take a look at the Page Layout tab, under Breaks, we'll find different
00:30kinds of section breaks: a Next page break, a Continuous page break, and Even
00:36break, and an Odd break.
00:38The Next page break inserts a section break and then starts the next section on a new page.
00:45So, this type of Section Break is especially useful for starting new chapters in a document.
00:50We actually want to do that right here because we have Part 3 of our handbook
00:54ending and want to have a break before Part 4.
00:58So, we're going to insert a Next page break, and now Part 4 begins on a new page.
01:05The second kind of break, a Continuous section break, inserts a section break and
01:10then starts a section right on the same page.
01:13So, we don't break and go to a new page, new section, but same page.
01:18And this is the kind of break that we'll use for a formatting change like
01:21switching from one column to two or from two columns back to one, all within one page.
01:27We'll take a look at columns later on in this chapter.
01:30The Even Page and Odd Page work in exactly the same way that Next Page did, with
01:35one small variation.
01:37If I choose Even Page, then insert a section break, the next page will be the
01:44next even numbered page.
01:46So, for example, if I insert a section break when I'm on page 13, and I insert
01:53Even, it will go to page 14.
01:56If I insert an Odd section break, it will go to the next odd numbered page.
02:01So, if I am on page 13 and insert an Odd Page section break, my next page will be page 15.
02:11Here I am on page 13. This page would be page 15.
02:16And I'm going to undo those last two section breaks that I put in, those two insertions.
02:23And yet, I'd still like to have a section break, or perhaps even simply a page
02:27break for the start of my next section, another option.
02:33When I insert a page break, like I just did, this section of the document will
02:37have exactly the same formatting as all the parts that surround it.
02:41But when I insert a section break, I have the opportunity to put in
02:45different formatting.
02:46So we're going to go down to where Part 5 starts, again, in the middle of
02:50the page, and we're going to say let's insert here a section break that's a
02:54Next Page section break.
02:56Now I have two different sections: one section here, one section here.
03:00The formatting that can be different in a section of a document includes
03:03margins, paper size or orientation, headers and footers, the number of columns
03:09that are in that part of the document, page numbering, line numbering, and
03:14footnotes and endnotes can start over again in a new section.
03:17So, let's take a look, for example, at changing the orientation for this
03:22section of the document.
03:23I'm going to open the Page Setup dialog box and say I'd like to change this
03:28section to Landscape mode.
03:30Now, this choice isn't here unless I have sections.
03:33So let's change this section to Landscape, and you'll notice this part of
03:38the document is in portrait. This part of the document, the paper is turned sideways.
03:42So, if I have a couple of pages in a document with large tables that I want
03:46to place, putting in a section break allows me then to change to a different orientation.
03:53Another choice that I have is to have different headers and footers in different
03:56parts of my document. if I wish.
03:58So, I could have headers and footers in one section that were different than
04:01those that I found in another section.
04:04We can go to Insert, for example, a Header, and insert a header here, and it
04:10will be the header for Section 2.
04:12It won't be the header for the entire document.
04:15If I don't include sections, the document has only one set of headers and footers.
04:20Currently, they are the Same as Previous.
04:22In other words, the fact that I inserted a section didn't mean that I had to
04:27create new headers and footers.
04:28The headers and footers that are here would be used throughout the document.
04:32However, I can say I'd actually like to have them not be the same as previous.
04:36Right here is the button that allows me to unlink them, and now I have a
04:40header that has only been used by this section, and isn't used anywhere else in my document.
04:45If I want to pick up the headers and footers used at other sections of my
04:49document, I simply say Link to Previous and when I do, the header or footer
04:54that I am in will be deleted and the header or footer from the previous section will be applied.
04:59When you need different Page Layout options for just one section of text, you
05:03don't need to put it in a different document.
05:06You simply need to insert section breaks and make it a different section, so that
05:10you can then change your Page Layout options for that section of your document
05:15that you'd like to keep together.
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Using columns
00:00There are three reasons you might choose to use columns in a document.
00:04First, you might use them as a design element to add interest to a section of
00:07text, or to the entire document.
00:09Second, you might use them simply to save space, because you have some text that
00:14doesn't take up the width of the page, but it takes up a lot of page length.
00:17Then finally, you might choose to use columns because you want to have some
00:21material presented as a block, rather than as a long list, for comprehension and
00:26also to ensure it all fits on one page together.
00:29So let's see how we might use columns in our employee handbook.
00:33So, first to think about using columns as a design element, let's just take a
00:38look at this section of text on this page to get a feel for this.
00:42So, if, for example, we choose Columns, we'll find that our text is already in columns.
00:47It's just in only one of them.
00:49If I choose then Two columns, you'll note that my text is evenly split between
00:54the two columns, so that it has more of a look like newspaper text, for example.
00:59You might wonder why it doesn't look quite like newspaper text.
01:03Well, largely because it hasn't been justified.
01:06So, if I were to go back to the Home tab and in the Paragraph group choose
01:10Justified, now I've what looks more like newspaper text, particularly if I fill
01:15entire pages with it.
01:17I'm going to return to one column by choosing Undo and go back to Page Layout.
01:22I can have more columns.
01:24I can have three columns, or there are a couple of Custom layouts that are
01:28actually quite interesting.
01:29One is what's called the Left column, with a small column on the left and more
01:33text on the right, or a Right column, which is the reverse of that.
01:37There might be reasons that these would be very attractive. On other pages,
01:41for example, we might have a graphic image here.
01:44Note though that this looks amazingly like a sidebar, so you'll want to make
01:47sure all the text has the same background, or people will treat these as two
01:50very different items.
01:52And I can also go in, and I can custom set my columns.
01:55So, I can say that I have one column and go back is the easy way to start.
01:59Then say that I'd like to have specific columns and where they start and stop.
02:05By applying these to selected text, Word will actually put my section breaks in for me.
02:11So, let's have two equal width columns that are 3 inches wide, and let's reduce
02:16the spacing slightly between them, and here are our two columns.
02:20Now if I to go the Home tab and we Show/ Hide the paragraph and the non-printing
02:26characters in our document, we'll actually see one section break -
02:30note this double-dotted line - and then a second section break setting off this
02:35section, which is formatted in a different fashion than the sections that
02:39proceed and follow it.
02:41The second reason that I might want to use columns is that I have data that
02:46would take up a lot of space, if I weren't to put it in columns.
02:49Let's take a look at part 3.15 SAFETY that immediately follows this.
02:54And I just have this list of five items, but I could present this list in two
02:59columns and pick up a little space and also, it even looks better in many ways.
03:03So, let's select our text, go back to Page Layout, and say show me this in two columns.
03:08And you'll notice that this list looks fine this way.
03:12There's nothing wrong with it, and I've picked up some space.
03:15If this is the difference between this list fitting on a page or not, or this
03:19document printing on one or two sides of a sheet, or a third sheet, these begin
03:25to look like good choices, these spacing choices.
03:27Now, I'm going to go and take a look at the section of the document that has
03:32standards of conduct, which began at Section 4,
03:36because I have another table right away that I have some concerns about. This is a long table.
03:42This is a table of reasons that we can fire you.
03:45So, it's an important list.
03:47What happens if more text gets added and this list begins to slide off the page
03:52so that now it doesn't fit any longer altogether?
03:56And it's reasonable for somebody to say I didn't know about those last three
04:00points, because they weren't on the same page as my first points were.
04:05So, by putting all of the information into columns, I am better able to keep this
04:10text together, because it will stand out from the text above and below it that's
04:15formatted in single column.
04:17So, I'm going to select my text.
04:19I'm going to choose Columns > Two columns.
04:22Notice that even though the text takes up a little more space, because there is
04:26this white space here,
04:28it's true that it clearly stands out as a list that's different from the left to
04:34right flow of single column that proceeds and follows it.
04:38So, you might say that bulleted list in the middle of the page and people say
04:41oh, yup, I looked and I saw that list, because it stands out in contrast.
04:46Even after I've made this choice, remember that I can go back into More Columns,
04:50and I can say I don't need that much white space, or make some other adjustments
04:55about how these columns actually appear in my final document.
04:59If you've worked with the older versions of Word, or with other word
05:03processing programs, you might have been avoiding columns, because they were
05:07so hard to work with.
05:09However, in Word 2010, it is wicked easy to create columns in your documents,
05:15whether you want One column, Two column, Three column or to remove columns, very
05:19easy feature to use.
05:21Don't overlook it.
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Using watermarks, page borders, and colors
00:00There are three types of Page Backgrounds in Microsoft Word 2010: Watermarks,
00:06Page Borders and Page Colors.
00:09Let's see how and when to apply backgrounds to the pages of your document.
00:14Watermarks are actually a type of building block, but they appear here, rather
00:19than on the Insert menu.
00:21You'll know they're a building block because when I open the gallery, at the
00:24bottom, there's a choice: Save Selection to Watermark Gallery.
00:28There are four built-in Watermarks.
00:30And then you can create your own Custom Watermark, if you wish.
00:34So if you simply wanted your document to say Confidential, I can
00:38choose Confidential.
00:39And you'll notice here that I have a Watermark.
00:41Because I'm in a section, it actually appears in the background of this section.
00:47If I return to Watermark, open the Gallery and choose Custom Watermark, I have
00:51some choices about what's happening with the Watermark here in my document.
00:56First, to remove the Watermark, I can choose No watermark and Apply to remove it.
01:02I have the choice to use a Picture as a watermark.
01:05So I can select an image, for example, the two trees logo and Insert it.
01:18And then I can Washout the image, and I can Scale the image.
01:21So let's take a look at how it looks just having put that logo in here.
01:26It's in the center of the page.
01:28It's actually very large in the page. Here's the olive.
01:32It's well-sized.
01:33There it is on the whole page.
01:34That's actually a very attractive logo.
01:37Now we could go back and return to our Custom Watermark.
01:42And we could scale this so that it was a little smaller, for example, we
01:46might scale that at 50%.
01:48And if we do that, then it will appear much smaller, or we can scale it at 150%.
01:55So it'd be more in the center on the page, rather that about the 300% that Word
02:00automatically sized it to, to try to get it to fill the background of the page.
02:05If I turn off Washout and apply it, you'll notice that I have a dark image.
02:10It's behind the text.
02:11But it's still quite dark.
02:13If I want it to be less washed out than this, I would actually have to get an
02:17image and make it less opaque and more transparent to be able to use it here.
02:22But I'm going to choose about 200%, nice size and washed out.
02:28And I'm going to now close this.
02:30Again, a nice watermark.
02:31Now if I return here, we can go back to our custom Watermark.
02:36And we could choose, for example, a Text watermark.
02:38In our Text watermarks, we have choice about language, if you have more than
02:42one language installed.
02:43And you can type in whatever text you want or choose Text.
02:46Text in watermarks tends to be all in caps because it's easier to read.
02:49So if I want to say that this is a Draft, for example, or a document that is Top
02:55Secret or Urgent, but I'm going to say that this is a Draft, and actually this is
02:59a specific kind of Draft in our organization.
03:02This is called a Review Draft.
03:03So I'm going to say Review Draft, and I have a grayscale color that is
03:07semi-transparent laid out diagonally this way across the page.
03:11And I'm going to say Apply and OK.
03:14And here is my watermark that appears on every page of my document.
03:18Now part of the purpose of a watermark is if people make copies of this
03:21document, and they're walking around with them, it's really clear that this
03:25document is not a document that should be treated as final.
03:29And typically, then you will print in color over Do Not Copy.
03:33So if somebody makes a black-and- white copy, it's pretty apparent.
03:36So watermarks are for draft documents.
03:38You rarely see watermarks on final documents that are in circulation.
03:42I'm going to remove my watermark from this document.
03:46And we're going to take a look now at our other two options. One is Page Color
03:50and one is Page Borders.
03:52Page color actually drops a color on the background of the document.
03:56Even at our lightest tones, these are relatively dark colors.
03:59And these colors will try to print on a printer.
04:02On a black-and-white printer, they'll render as a gray.
04:04You can choose More Colors and actually select some very light Custom colors,
04:10for example, way up in his very light range.
04:15Even then, it's relatively dark in the document.
04:18So if you're going to print your document, you might consider whether or not you
04:21really want to use Page Color.
04:23It's fabulous to use for documents that are going to be viewed largely onscreen.
04:28You may not have noticed right away, but if I remove this Page Color and then
04:34add it again, the black type is actually easier to read on the yellow even
04:39than it is on white.
04:41But again, when this document is printed, this will print either as a very pale
04:44yellow on a color printer, or it will print as a gray.
04:48It's just one more element that makes the printed document harder to see.
04:53My third choice is a Page Border.
04:55And a border is exactly what it says it is, a line around the page.
04:58So let's throw a box around this page and just see what it looks like.
05:03And you'll notice that it provides a nice, crisp look around my page.
05:07I can go back into Page Borders and change the Color, if I prefer to something
05:12perhaps a little less striking in my document.
05:15That now looks like more of a design element.
05:18A little problematic here because of the choice of header that I've made but not
05:23altogether difficult.
05:25There're also choices to apply, for example, a Shadow, which makes this document
05:30look like it's a little three-dimensional here.
05:33You have a number of design elements to choose from, page Borders being
05:36simply one of them.
05:38If your document has sections, you can apply Page Borders to sections of the
05:44document, rather than the whole document.
05:46And here's where it gets intriguing to me.
05:48I can say, in each section, I want to put a border around the first page only.
05:53So if you think about the first page of every chapter of a book or manual has a
05:58border, that becomes an interesting and useful design element for your readers.
06:04If your document is going to be read online largely or offline, you need to
06:08take that into consideration as you think about the kinds of backgrounds that
06:12you might want to apply.
06:14Particularly for online documents, I encourage you to spend some time thinking
06:18about how you could add background design elements that would make your document
06:24as interesting onscreen as documents you've created for print are when printed.
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11. Proofing Documents
Checking spelling and grammar
00:00Before you share your document with others in print or by e-mail, you should
00:04take a moment and check your spelling and grammar.
00:07Word has been noting possible misspellings as you've been entering document text.
00:12You can see it here on the status bar.
00:14Now it's time to review Word's findings.
00:16We'll find all of the Proofing tools on the Review tab in Microsoft Word 2010.
00:23At the left, you'll see Spelling and Grammar, Research, Thesaurus and Word Count.
00:29So I'm going to ask Word to check my spelling.
00:31I can either click here, I can press the Function Seven key, or I can go down
00:37to the Proofing errors icon, the dictionary with the red X on it, and click to
00:43do this one-by-one.
00:45And I'd like to take a bulk approach to checking all of the spelling and
00:49grammar in my document.
00:50So I'll click Spelling and Grammar.
00:53A dialog box opens to point out that the word Formatting is
00:57potentially misspelled.
00:59I say potentially because sometimes Word will identify a term ,particularly if
01:04it's a jargon within your industry or any proper name, as misspelled when it is not.
01:11But you can usually take Word's word for things like formatting, selected, text,
01:17words like this that are common dictionary words.
01:20So I need to do something about this word.
01:22I have six choices.
01:25If this word were actually spelled correctly, for example, if there's a new
01:29industrial process in our company called formating, I could say ignore this
01:34either once, or ignore it every time in this document.
01:39If this is a word that I want to never have Word check as incorrect again, I can
01:44add it to my dictionary.
01:46If you do this, you want to make sure that this word is spelled correctly
01:49because you're adding it to the list of words to ignore for all time in
01:53all documents in Word, Excel, PowerPoint and Outlook. Or I could say I
01:59want to change this word.
02:00I can change it to the word that is highlighted here.
02:03If there are multiple occurrences potentially in this document, maybe this is
02:07a mistake I make a lot, I could choose Change All. Or if this is a typo that I
02:14create many times in a word I use relatively frequently, I could choose AutoCorrect.
02:20Then the next time I type formating, Word will automatically correct it to formatting.
02:29One last note about the AutoCorrect, AutoCorrect is a while you type feature, so
02:33if I'm proofing someone else's documents, I don't need to take their typing
02:38mistakes into account, only my own.
02:41So I'm going to change this word.
02:43And we're going to let Word continue checking.
02:46Now I have choose new Theme elemints;
02:48"elemints" is clearly misspelled.
02:51So I don't want to do any of the things at the top.
02:53These first three choices are for words that are correct.
02:56As soon as I know it's incorrect, I can focus down here.
02:59And I'm going to say if I typed elements that way more than once, change them all right now.
03:03It says on the Insert tab coordinate with the overall look of your document.
03:08This is another frequent mistyping.
03:11I know how to spell the word, but as I'm typing one of my hands moves faster
03:15than the other, and I'm going to say simply AutoCorrect that from now on.
03:18So we've checked those words so far.
03:21Now I'm getting a grammar error rather than a spelling error.
03:26In my document, spelling errors were underlined in red. Grammar errors are
03:31underlined in green.
03:32Word says that I have a subject-verb mismatch here,
03:36the sentences on the Insert tab, "the galleries includes." Well, that would be true.
03:41It's either gallery includes or galleries include.
03:45And it's speaking about galleries and items.
03:47So, on the Insert tab, the galleries include.
03:51I have two choices.
03:53Either one of them, the subject and verb will be an agreement, but Word doesn't
03:56know whether I'm talking about one or more galleries.
03:59Only I can choose that.
04:01If this is a rule I don't understand,
04:03I can click the explained button to get more information about it.
04:07I'm going to click Change.
04:09Here what I have is a simple typo.
04:11There are two spaces between these two words.
04:14If I leave two spaces between words, Microsoft Word will catch it for me.
04:19If I put two spaces between sentences, it will leave it alone.
04:24So I'm going to say Change this.
04:26And now the Spelling and Grammar check is complete.
04:29The little pen down here on the Spell Check book is still writing.
04:33It will until I click OK.
04:34It's recording the changes I've made.
04:37And now you'll notice that there are no Proofing errors.
04:40My Dictionary has a check mark on it.
04:42And we are all good to go.
04:44It's so easy to check Spelling and Grammar that if you're document includes
04:49spelling and grammar errors, your readers wonder, and they're smart to wonder,
04:54what other types of errors your document might contain that would be harder to find.
04:58To make sure that the contents of your documents always get a fair reading,
05:02remember to check your spelling and grammar.
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Setting proofing and AutoCorrect options
00:00Like many of the other features in Microsoft Word, Spelling and Grammar have
00:04options that control how they function.
00:07You can change the options for Spelling and Grammar very easily.
00:11Let's choose File to go Backstage and choose Options.
00:15You'll find the Spelling options under Proofing.
00:18There are three broad sets of options for how Spelling and Grammar work in Microsoft Word.
00:23Let's talk first about the Spelling options that are specific to Microsoft Word.
00:28You'll find these here.
00:30So when you are correcting Spelling and Grammar in Word, Word checks the
00:35spelling as you type and flags spelling problems by changing the icon here on the status bar.
00:42You can Use contextual spelling, which lets Word work a little harder to try to
00:46determine if a word is right or wrong.
00:48Grammar errors are flagged with a green underline as you type.
00:52And finally, anytime you check spelling, grammar is checked also.
00:56These are settings that control how Word functions when you do a spelling check.
01:01There are a few other choices that you can make.
01:04In addition to choosing Grammar, you can choose Grammar and Style both.
01:08And if you click OK here, then this will be your new setting for checking Grammar
01:13and Style in all of your documents.
01:16Style would check for things like jargon and contractions and other things that
01:20are used in less formal documents.
01:23In the past, Word had its own custom dictionary, so did Excel, so did PowerPoint.
01:29In Office 2010 Word, Excel, PowerPoint and Outlook share a dictionary.
01:36And they also share some specific settings about how the dictionary is used.
01:40So if I change a setting here, I'm changing it for all of my
01:44office applications.
01:45And if I change this kind of a setting, a Proofing setting in Microsoft Excel,
01:50I'm also changing it for Word, whether I intend to or not.
01:54So you want to know that these settings are good for all of your Office
01:57applications, to ignore uppercase words, which are usually abbreviations, or
02:02to ignore any word that contains a number, or to ignore URLs and not try to spellcheck them.
02:09As long as these settings work for you, both for Microsoft Office programs and
02:13for Microsoft Word, there is really little reason to change any of them.
02:17There are five different types of AutoCorrect options.
02:21AutoCorrect are things that Word does automatically for you.
02:25Sometimes you'll have the choice to undo the change that Word made, but these
02:30changes are made without asking you first.
02:33First, we have AutoFormat options that say that anytime I type quotes, curve
02:38them in around the words.
02:40Anytime I type 2 hyphens, replace them with a dash.
02:44So as I'm opening a document created in another application or an earlier
02:48version of Word, Word is applying these AutoFormat options for me.
02:54It applies those same options and some additional options when I type.
02:58So earlier when we were typing bulleted list by beginning them with an Asterisk,
03:03that's an option here.
03:04Numbered lists, I type one period space, and Word is creating a numbered list for me.
03:10If any of those features are problematic for you, in terms of the way you work,
03:15this is where you would come to turn them off, AutoFormat As You Type.
03:19Math AutoCorrect is a series of shortcut keys that can be used in the Equation
03:26Editor in Microsoft Word.
03:28And if you do a lot of mathematical or scientific equations, you can enable this
03:33check box to turn them on everywhere.
03:35You'll find here shortcuts you can type for all of the Greek letters and for
03:39many, many symbols that are used.
03:40It's an incredibly long list to support scientific work and mathematical work.
03:45Actiond is simply a list of types of text that Word is looking for that it will flag for you.
03:52So, for example, if you type a Financial Symbol, a stock market ticker and then
03:57you right-click on that, there might be a link that would allow you to go look
04:01for that stock online.
04:03These were called Smart Tags in prior versions of Word.
04:07Finally, AutoCorrect, which is the heart of the matter. This is correction that
04:11happens on-the-fly, as you type.
04:14If you're typing a sentence and you type the first two letters of a word in
04:18capital letters and then the remainder in lowercase, Word assumes ah!
04:22They held onto the Shift key just a bit too long, and that word is fixed to
04:26having only the first letter be uppercased.
04:30If you work for an organization that has two capital letters at the start of its
04:34name, and then the remainders are in lowercase like a logotype, you can click
04:38Exceptions and fix that here.
04:40Word automatically capitalizes the first letter of sentences, which is not
04:43necessarily helpful when I'm transcribing some poetry.
04:46So I'll turn this off from time to time, and then back on.
04:50The first letter of any word in a table cell, if I type the name of a day,
04:54Monday, Wednesday, Word will automatically uppercase it.
04:58And if it looks like I've been typing with Caps Lock on, Word takes care of that too.
05:02Then we have a list of AutoCorrect terms that we've set up here in Microsoft Word.
05:08So earlier when I spell checked my document and I told Word to take my
05:13misspelling of document, that was d-o-u-c-m-e-n-t and automatically replace it, anytime
05:20I typed that incorrectly.
05:22It was added right here to this AutoCorrect list.
05:26So this is all of Word's best learning from my use of spell check.
05:32I can wait until I make a mistake and add it here, but I can also create my own
05:36shortcut keys that I want to use in Microsoft Word.
05:38For example, if I type a left parens, lower case c, right parens and press the
05:43Spacebar, Word coverts it to the copyright mark.
05:46Open parens tm is a trademark symbol.
05:49I can have Word automatically replace text that I type with other text, if I wish.
05:55So, for example, I could say if I type -- I'd like you to type "North by
06:02Northwest," which is one of our departments here,
06:06if I add this to the list then anytime I type /NNW, Word will automatically
06:10without asking me, replace that text with North by Northwest.
06:14So you can do this for a company name, for your own name, for any long chunk of text.
06:18And you can even replace some text with formatted text as well.
06:22The reason the slash is there is so that if you type NNW for any other reason, it
06:27won't automatically convert it.
06:28You're unlikely to type a slash followed by three letters in the normal course
06:34of typing, unless you are typing part of a URL.
06:38So I can maintain this AutoCorrect list.
06:40I can remove terms from the AutoCorrect list, if they conflict with other terms.
06:45And notice even if there are places where it's two words that often are typed
06:50together accidentally, replace those with one space.
06:52So you can replace a string of words with another string of words.
06:56As you work with Microsoft Word, don't be afraid to make adjustments to the
07:00Custom dictionary, so that it reflects the jargon used in your industry, rather
07:04than having you replace those words on a regular basis.
07:07If you have a day that you like to create AutoCorrect entries, it's a great
07:11thing to plan out some of the shortcuts that you'd like to create and to enter
07:15them all here and add them to your dictionary in Microsoft Word 2010.
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Using the Thesaurus and Research and Translation tools
00:00Spelling and Grammar are only the beginning of the tools that we need to check
00:05documents in a global marketplace, and in our global economies.
00:10Let's go to the Review tab and take a look at the other proofing and language
00:13tools that are available in Microsoft Word 2010.
00:17I'd like to begin with our Research tools.
00:19The Research tools allow us to look up a word when we're not sure what it is.
00:24So I'm going to choose, for example, the word "" and do some research.
00:31I have a choice of many different Reference Books.
00:34For example, I can go take a look on Research Sites.
00:38I can look in Encarta, or in a particular dictionary.
00:41So let's take a look and see what Encarta tells us.
00:44And it tells us the galleries range from a place for art exhibitions to long
00:49narrow rooms, to parts of theaters and underground passages, to the audience
00:55sitting in the cheapest seats.
00:57So lots of choices in the dictionary.
00:59Let's enter some other terms and see how they hold up.
01:02For example, if we enter "MSFT" and to translate this, let's just click Research again.
01:10Notice that that term is automatically moved here, and I'm going to say let's
01:14take a look at Microsoft Money Stock Quotes.
01:16This is the ticker for Microsoft.
01:18If we wanted to insert the price for Microsoft stock, or you could insert
01:23conceivably other information,
01:25we will just do that, and there it is.
01:28I can also get a detail quote and get charts on lots of other information.
01:32So we have access to stock information.
01:35If, for example, we enter an address, we can select the address and do research on it.
01:45And the kind of research we might do on an address, rather than being a stock
01:49quote would be, for example, a Bing site.
01:52That would give us information about what's at that location,
01:55even allow us to click on different Web sites to get there.
01:58So again very powerful Research tools that are available.
02:01Don't simply assume that all you have here is a dictionary.
02:04There is far more than a dictionary contained on the Research tab, and the list
02:08of services is growing that's available to you in Word 2010.
02:13Next, let's take a look at the Thesaurus, which is included in Research, but also
02:17included is a separate tool.
02:18So I have the word "items" in this document a lot.
02:22And I'm actually feeling tired of the word items, because I am over using it.
02:26I know there are other words that I could use.
02:29So I can right-click, and I can choose, for example, Synonyms, and these come
02:34from the thesaurus, things like substances, matters stuffs, objects.
02:40Or I can click on Thesaurus and get an even more robust list.
02:45So items could mean articles or things.
02:48So I could say entries or elements or points.
02:52It says, "Is this what you were looking for?"
02:54Well, you could look in other reference books or other reference sites, if you wish.
02:58So the Thesaurus helps us find synonyms, and then optionally it will list some antonyms.
03:04Let's choose the word designed and run it through the Thesaurus.
03:09Intended, planned, so adjectives and verbs both.
03:13If there is one of these words that you think is close to considered, now I'm
03:17going to click considered, then measured, then careful, and I can follow until I
03:22find a very exact word
03:24that is precisely the word that I want.
03:27The next tool in the Proofing tools is Word Count, and Word Count allows me to
03:30see how many words there are in my document, or selection.
03:34Note, I have one word selected right now, and it tells me that.
03:37Let's select either no words or the entire document and run the Word Count again.
03:42We find we have two pages, about 768 words in this document, including words
03:48that might be on text boxes, footnotes, or endnotes.
03:51I am going to close the Research pane, and we're going to take a look at
03:55the Language tools now.
03:57Now there is part of this document that's actually a paragraph in Spanish, and
04:02you might wonder a few things about it.
04:04You might wonder what it means.
04:05You might wonder why, since it's clearly not spelled the way English words are
04:10spelled, why it's not being tripped over by spell check,
04:14why this isn't in one continuous red and green underline.
04:17So, we will solve all of those mysteries and more by looking at the Language Settings.
04:21First, I'm going to take a look at the Proofing Language.
04:26The Proofing Language for this entire document includes not just English, but
04:30Spanish, because the Spanish dictionary is loaded.
04:34By choosing Language > Language Preferences, and making sure that that Spanish
04:39dictionary is added to my list of available Editing Languages, Word will
04:44automatically determine that a paragraph is Spanish or English and use the
04:49appropriate dictionary, English, or International Spanish to check the text in
04:55that paragraph, or those pages.
04:57So that's pretty cool.
04:59Under Translate, we have some nice tools,
05:02some of which are new and some of which are not.
05:05Before I can use Translate easily, I should choose a preferred
05:08Translation Language.
05:10The Translation Language I find myself using a lot right now is translating
05:14from Spanish to English.
05:16So I'm going to say when I see text and I ask for a translation, I'm hoping
05:21to see some English, and that traditionally I'll be translating from Spanish into English.
05:26Spanish (International Sort) is the only Spanish dictionary that's loaded right
05:30now available from Microsoft.
05:33But over time, we will probably see additional Spanish-Mexican and
05:37Spanish-Spain, Spanish-Central America.
05:40So don't be afraid to go back and check for additional dictionaries as time goes on.
05:45Nothing will prompt you to say there is a more precise Spanish dictionary, for example.
05:50Once I've chosen my Translation Language, I can either translate some text directly,
05:55I can translate a whole document, some selected text, or I can use this new
06:00feature called the Mini Translator, which is on right now.
06:03So if I select some text, having told the Mini Translator I'd like to see it in English,
06:08then I pause and move into my text,
06:11In addition to the Mini toolbar, you'll notice of very big shade that appears here.
06:15I am going to move into the text and move here.
06:19And there is the Spanish to English translation of this text:
06:23"On the Insert tab, the galleries include elements."
06:26If I want to know what a particular word means, I can double-click, pause for a
06:30moment, and it says this word means coordinate.
06:35This word, it can't find.
06:39This word means to pick or to choose, to select.
06:43If I'd like to translate this entire paragraph, then I can select it and either
06:50move into the Translator and say I'd like to expand and do some research on
06:54this, or I can choose Translate > Translate Selected Text.
06:58The Research panel opens again, and it's translating this from Spanish to
07:02English, and this is per my request in my Translation Language settings,
07:08Translate from Spanish to English.
07:11And it says, on the Insert tab, the galleries include elements.
07:15If I want to insert that translation in my document, I can simply press Enter to
07:20create a new line and insert that translation very quickly.
07:23Microsoft Word 2010 includes a wonderful set of Proofing and Language tools to
07:29help you make sure your spelling and grammar are correct, to help you choose
07:34exactly the right word when you wish, to help you research the words in
07:39documents that you receive, to let you count your words, and to allow you to
07:44proof and translate in different languages.
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12. Reviewing Documents with Others
Tracking changes and showing markup
00:00When you're ready to review a document, either by yourself or with others, you'll
00:05use the tools on the Review tab in Microsoft Word 2010.
00:09You can track each insertion, deletion, move, formatting change or comment
00:14that you or others make, capturing those changes so that they can all be reviewed later.
00:20To collaborate with others on a Word document, you start by turning on the
00:24Tracking feature, then sharing the document with other users.
00:28You can review all the changes or each user's change, and accept or reject
00:33proposed changes in a document.
00:35We begin by opening the document that we wish to review.
00:38Then on the Review tab, we are going to use the tools here in the Tracking group.
00:44So I would like to Track Changes.
00:46There are some Change Tracking Options that I might want to look at first.
00:50This is an entire list of options that I can set.
00:54Notice that we have Colors and Comments by author.
00:57And these are applied automatically.
01:00So the first author who works on a document, their changes might be in blue, the
01:04next might be in red and so on.
01:07While you can assign a specific color to an author, I don't recommend it,
01:11because it's actually easier to allow Word to do that for you.
01:16In each document then I might be a different color based on what order in which
01:21I'm allowed to edit this document.
01:24Notice that Insertions will be marked with an Underline, Deletions with a
01:27Strikethrough, and that there will be a line at the border that shows that this
01:32section of the document have changes made.
01:36To turn on Track Changes, I simply click the button.
01:39And now we're looking at a document that I'm ready to review.
01:43So I want to make some changes.
01:45I want to change "Employees Defined," for example, to "Definition of Employee."
01:54I'd like to bold the word "Employee" and get rid of the quotes around the word.
02:02I'd like to also do the same here for this occasion of the word "Employee."
02:07And notice that all of my changes are shown in balloons here in the margin.
02:12This is the default setting for changes.
02:15There is my line that shows that this is a section of the document that has
02:18had some changes made.
02:20I have another change to make down here, which says that generally "regular
02:25full-time employees are eligible for the company's benefit package," no
02:30comma, "subject to the terms conditions and limitations of each employee benefit program."
02:36Now, I can see these same changes I made inline, if I prefer.
02:43Here is my formatting and my deletions been marked out here in the margin.
02:48But I can choose how I would like to see my markup.
02:51For example, I can go to balloons, and I can say I want to see all my revisions inline.
02:57When I see all my revisions inline, deleted text is marked with Strikeout.
03:02Proposed new text is marked with Underline.
03:05I won't see my formatting changes easily.
03:08So I might want to use a mix of the two.
03:11I might want to go to Balloons and say show all my revisions inline, but show
03:16formatting, which it can't show me inline, in balloons.
03:20So now I've captured the best of both worlds.
03:22I can see my formatting out here in the margin.
03:25I can see the text that I changed inline.
03:28While you can use inline to be able to easily review a document, another use of
03:34inline is that this is the easiest way to create a markup document that you
03:39might use either in a legal setting or in any government setting to show
03:43insertions and deletions in bylaws, or contracts, or proposals.
03:48By removing the balloons for formatting, what I have is a fully marked up
03:54version of the document that people could then discuss and adopt, or vote on.
03:59I also have some choices about what version of the document that I want to see at any time.
04:03So when I have lots of changes, I might like to say what will this document look
04:07like if all of these changes are approved?
04:10In that case, I will choose Final.
04:12And this shows me the document as it would look if all the changes were accepted.
04:17I can return to the original document by choosing Original.
04:22This is how the document looked before we began editing it.
04:26It's a good practice always to leave this in Final showing Markup.
04:29So I don't assume that a document has been finalized when it hasn't been.
04:34So I can easily use this to review a document by myself or with others.
04:39And when I'm all done, if I were only doing this temporarily, I can actually
04:44turn off tracking by simply clicking Track Changes again.
04:47Notice in our status bar, the Track Changes is off.
04:51Or I can turn Track Changes back on and continue reviewing.
04:55Don't forget, I can turn Track Changes on if I am reviewing a document that
05:00someone else sent me to review.
05:02So I don't need to wait for the author to say please use Track Changes.
05:06This is a toolkit that I can pull out any time that I'm working collaboratively
05:10with others on a document.
05:12So whether you're reviewing a document for someone else, sending a document to
05:16others for review, or creating a markup document with inline changes for a
05:22public discussion, Track Changes makes it easy to see what changes were
05:26proposed by each user.
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Accepting and rejecting changes
00:00As you review Track Changes in a document, you have the choice to Accept
00:05or Reject each change.
00:07Until you accept or reject all track changes and comments in a document,
00:12anyone who opens the document will be able to see the original text and the proposed changes.
00:18We have a document here in which we've turned on Track Changes, and we've made some changes.
00:22There are some clues that Track Changes is on.
00:25For example, you can look at the Status bar and notice that Track Changes is on.
00:30Even if we were on the Home tab and don't pay attention to the Status Bar, the
00:34fact that we have some items in strikeout and some items in underline is a
00:37pretty good clue that this document needs some review now that some proposed
00:43edits have been made.
00:44So we're going to use the commands on the Review tab to review the changes and
00:48comments in the document.
00:49I begin by making sure my insertion point is at the beginning of the document,
00:54and now, I'm going to use the buttons in the Changes group to be able to
00:58review the document, to move from one change to the next and to Accept or Reject the change.
01:04So I am going to click the Next button, and the first change that's proposed
01:08is the deletion of employees in quotes, defined in this Heading, and I'm going
01:14to Accept this change.
01:16Now, I've the next change highlighted, which is the addition of the term,
01:20"Definition Of Employee" as a heading 1, and I will Accept this change.
01:25I don't even have to click Next.
01:26Notice that each time I Accept, it moves me to the next possible change.
01:31And then it has the words employee in quotes, and the quotes have been removed.
01:35So I'm going to Accept this change.
01:38Now, I'm not necessarily clear why I'm seeing this particular change.
01:44It's not struck out.
01:45It's not underlined.
01:46The answer, therefore, is that it's formatting.
01:49This would be a great time for me to go turn on Balloons to show me any
01:54formatting, because otherwise I won't see it.
01:57And I'll notice that the formatting change is that this is now been Formatted in
02:01Bold, and I can say yes I like it in bold.
02:05Notice then that the change noted here in the balloon is gone.
02:09Next I have another quote that's been deleted.
02:11I can Accept this change.
02:14I can Accept the change of this quote.
02:17This is a formatting change now.
02:19Now, at any point, if I have reviewed all of the document and think I like all of these changes,
02:25I don't have to continue clicking Accept one at a time.
02:29I can actually say that I'd like to Accept all of the changes in the document,
02:33but I need to make sure that I really want them all.
02:36Once I've accepted them, if I forget and move on, it will be hard to reconstruct
02:41what the document look like previously.
02:43So I'm going to continue, and I'm going to accept this formatting change, and
02:48I'm going to Accept this change of deleting the quote.
02:52Further down in the document, there's another change that replaces the term "they,"
02:56with "regular full-time employees."
02:59I'm going to Reject this change, and this one, and return to the language "they."
03:04I'll Accept the deletion of a comma and Accept the insertion of employee benefit program.
03:10And when I get to the end of all of the changes, and I've processed them all, Word
03:15will tell me this document no longer contains any comments or tracked changes,
03:20and I can say OK and know that I'm good.
03:23Now, if I were interrupted in the middle or thought that I had reviewed all of
03:27the changes in this document, there's a way to check to make sure that I've
03:30actually caught them all.
03:32I can return to Backstage by clicking File and in Info, I can Check for Issues,
03:40and I can Inspect the Document.
03:42So I want to Save this document because I can't inspect it without saving it. Let's say Yes.
03:48And I don't actually care about checking for anything other than Comments and Revisions.
03:55So I'm going to Inspect this document, and it tells me there are no comments,
03:59and there are no revisions in this document.
04:01So now I know that I've caught them all.
04:04Let's return to the Review tab.
04:06One more thought. If I work on this document again and do more editing, Track
04:10Changes is still on.
04:12So I can either go to the Review tab and click here to turn it off, or I can
04:17click here on the Status Bar and turn my Track Changes off, because I've chosen
04:22to show Track Changes in my Status bar.
04:25As you can see, it's very easy to quickly review and accept or reject changes
04:31when you use change tracking in Microsoft Word 2010.
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Comparing and combining documents
00:00Microsoft Word includes two powerful features that let you compare versions of a document.
00:07The first, the Legal Black Line Compare feature, compares two documents and then
00:12opens a third new document to show you the changes between the two.
00:16The two original documents are not changed.
00:19The second feature, Combine, compares changes from a number of reviewers.
00:25You use the Combine feature to incorporate revisions from different authors into one document.
00:32So first, let's take a look at the Compare feature.
00:34On the Review tab, in the Compare group, let's choose Compare.
00:39We are going to choose a policy that we sent out for review and the policy that
00:45was returned to us from our lawyers.
00:48So, we are going to select our original document, which is the Current Policy in
00:54our Exercise Files in Chapter 12.
00:59Now, we'll Browse and go choose the Legal Review that was sent back by our attorney.
01:03We're just going to put Legal here for how we'll label the changes.
01:08So, the Current Policy is the Original, the Legal Review is the Revised document.
01:13We are going to say OK.
01:15Word is going to compare these two documents.
01:18Here, we see the Revised Document that was sent back by Legal.
01:22Here, we can see the document that it's been compared to.
01:25There were total of 10 revisions made, 4 insertions and 6 deletions and we
01:29can easily see those.
01:32Now, we want to be able to take this document and save it,
01:35so that our internal people could review it.
01:38When we do that, what will be saving is we will be saving this Compared Document
01:43along with all of the changes.
01:45So, we'll choose File, and we'll save this.
01:48It asks where we want to save it, and it's picking up, of course, SECTION 1 right here.
01:54We're going to say "Original Policy with comments from legal,"
02:01just like that, and Save this document.
02:05So, rather than having someone look at each document and decide what's
02:09different, Word can do this for you.
02:12Now if we wanted to, we could also simply go through this Compared Document and
02:16accept all the changes or reject them.
02:17We can proceed at that point.
02:19But let's send it out and have our internal folks review that first.
02:22I am going to close this document.
02:25We are now going to take a look at the second comparison feature.
02:29That's called Combine.
02:31Combine has a slightly different use because the assumption here is that we have
02:35different people who reviewed a document without having track changes on.
02:41It might be that we asked them to review it, and they each took a copy and made
02:45their own versions or their own changes, or it might be that at the same time
02:50one or more authors spontaneously reviewed some content.
02:54But what they are sending you back is their finished version, not a version
02:58that includes markup.
03:00So, it's hard for us to know what it is they changed.
03:03The Combine feature will allow us to make the comparison.
03:07It will allow us to create one single document that shows everybody's proposed edits.
03:12So, let's start by choosing Combine, and then were going to choose our Original document.
03:18In this case, what we want is we want the original Story of Two Trees that's
03:23currently in our draft employee handbook, and that was created by our
03:28marketing department.
03:30This is simply the original Draft.
03:32Now, two people have looked at this document and reviewed it.
03:36The first person who did a review of this document was Hector.
03:40So he has some edits that we'd like to incorporate.
03:43We are simply going to mark his as being changes that came from our Director
03:48of Operations, Hector.
03:51I'm going to say OK.
03:52Automatically, we create this Combined Document here, where Hector has made some
03:58specific changes, adding the word "extra fine" before olive oil, for example,
04:03updating the number of employees, because as Operations director, he has a handle on that,
04:08then adding some simple text, replacing an ampersand and so on.
04:13So, we can save this document if we wish.
04:18So, we'll save this as our "Draft Story with Hector Edits," or we could save this
04:26as any other name we wish.
04:28Now, we are going to combine again.
04:31So, the first document we want to use in combination is the document that's
04:34currently on the screen:
04:36"Draft Story with Hector Edits."
04:38So, I'm going to Browse and select that again.
04:41We will mark this as Draft.
04:45Then I'm going to Browse and select Maria Ann's edits and mark her's with her initials.
04:55So, now what we have is one document that shows the insertions and deletions by
05:01both Hector and Maria Ann.
05:03For example, Maria Ann suggested the addition of "a small village in central Italy."
05:09Hector suggested the insertion of "extra" in front of "fine olive oil."
05:15Items that were deleted from the Draft, for example the 3000 to 3200 change
05:19here, show as Deleted from the Draft.
05:22But mostly, this is a conversation between Hector and Maria Ann about this document.
05:28Between the two of them, they've created a very interesting document
05:31that's a fine story that we can forward.
05:35But it's worthwhile now, since they've done their work separately, to actually
05:39take this document and save this combined result of both authors working on the document.
05:44We can then circulate that back to both authors and get their final sign-off on
05:49this before we print copies of the new employee handbook.
05:52So, I'm going to Save this document.
05:55We'll save this as "Story with all comments."
06:03After, it's been circulated and people send me back their comments one more time,
06:07we can go through and Accept or Reject all of the comments to create our final
06:12version of this document.
06:14The Compare and Combine features are two of Word's most powerful but least used
06:20collaboration features.
06:22Anytime you forget to turn on Track Changes, or someone spontaneously offers you
06:28a new version of a document, don't despair.
06:31You can always use either Compare or Combine to view or integrate changes from
06:37one or more authors or reviewers to create one final document.
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Coauthoring documents with SharePoint
00:00If you work on Word documents with others and your organization uses SharePoint,
00:05Co-Authoring will forever change the way you collaborate in Word.
00:11We use e-mail to collaborate on documents everyday.
00:15I create a document, send it to you using e-mail as an attachment.
00:19You make some changes and return it by e-mail.
00:22If there is just the two of us and we have plenty of time, e-mail is an
00:25acceptable collaboration platform.
00:28But when you and I are working on a document with several other people, and we
00:31are on a tight deadline, e-mail is more of a hindrance than a help.
00:35Every e-mail creates a new copy of the document.
00:38It's not always clear who has the most current version, or whether it's my turn to edit.
00:43With SharePoint, we can both edit at the same time.
00:46It would be great if we could all edit the document together.
00:49We've already seen how to save a document on the SharePoint site.
00:52We could open this Co-authoring document, either from the site by choosing Edit
00:57in Microsoft Word, or we could return to Word, go Backstage and either open a
01:03recent copy of a document saved to SharePoint,
01:05or open the SharePoint directly and open the document from our Recent Places list.
01:13With Word's simultaneous editing, also called Co-authoring, two or more people
01:18can edit a document at the same time.
01:21Nick and I are both reviewing the employee handbook.
01:24We are working in different locations.
01:26But sometimes we'll end up editing at the same time.
01:29With the Word 2010, I'm notified when someone else begins editing in a document
01:34that I already have opened for editing.
01:36A bubble appears that tells me that someone else is editing the document.
01:40I can click in the Status bar on the icon that shows multiple editors.
01:45It shows me that there are two authors working on this document right now.
01:49I can turn on the Navigation Pane and actually see where Nick is working on the document.
01:55Because I've used Styles in this document, the Navigation Pane shows me each of
01:58the document sections, that's a heading one or heading two.
02:01This is yet another great reason to use Styles.
02:04I can see there is a small icon that shows me that Nick is editing right here.
02:11If I click that section, it's even more specific.
02:14Word uses paragraph locking to prevent Nick and I from changing each
02:18others' work accidentally.
02:20The paragraph that Nick is editing right now is locked so that only Nick can edit it.
02:25A paragraph that I am editing is locked so that only I can edit it.
02:30Whenever Nick makes a change, a bubble pops up to show me that there's another
02:34section that he's changed.
02:37Updates available may also appear in the Status bar,
02:39so I would know that changes have been made.
02:42When I save my document, I am going to see the changes that Nick made.
02:47Note that the Save icon has changed to a Save and Refresh icon that shows me
02:51that there are multiple authors.
02:54So, after I save, my document will be updated with any changes Nick has saved.
02:58A dialog box appears to tell me that my document has been refreshed.
03:02But more importantly, Nick's two most recent changes are highlighted onscreen so
03:06that I can see them.
03:08I know exactly what changes he's working on.
03:12I just work on this document as I normally would, avoiding the areas where
03:15Nick's working, making the changes that I need to make.
03:24On his screen, I'm confident that he is seeing that I'm updating things as we go along.
03:30With Co-authoring, whenever I open a document, I can see how many other people
03:34are working on it, where they are working in the document, and I am going to
03:38work on the document in the same way I normally would, perhaps saving changes
03:41more frequently than I would if I were working alone so that my co-authors
03:46receive regular updates.
03:47They'll only see this kind of highlighting if I've already saved my changes.
03:52You actually don't need to work with others to use this feature.
03:55You can collaborate with yourself.
03:57If you open the same document on more than one computer at the same time, Word
04:01will treat you and you as co-authors, weird but true.
04:06Co-Authoring is a powerful new feature that is wicked easy to use.
04:10Simply save the document you want to collaborate on in SharePoint and work
04:13as you normally do.
04:14Word 2010 does the rest.
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13. Sharing Documents
Trouble-free document sharing
00:00Documents can go through many iterations on their way to becoming a final document.
00:05Draft documents may include elements for internal use that you don't want
00:09to share with others.
00:10Word's Document Inspector quickly checks documents for potential problems.
00:15For example, here's a document we've been working on that we are ready to send
00:20out for a client to look at.
00:22The document looks pretty good, but it has some elements that we might want
00:25to be concerned about.
00:27So, I'm going to choose File to go Backstage.
00:31We're going to, on the Info tab, Check this document for Issues.
00:35I am going to choose Inspect Document to open the Document Inspector dialog box.
00:41These are the six types of elements that Word will check for in the
00:45Document Inspector.
00:46First, it will check to see if there are Comments, Revisions, Versions and
00:50Annotations that are still in this document.
00:53The document looked good, but maybe there are some hidden comments or revisions.
00:57Second, it inspects the Document Properties to see if there is Personal
01:02Information that's being saved with the document.
01:05Third, it will check for Custom XML Data.
01:07You might think, I don't remember entering any XML.
01:11But if you use placeholders in cover pages, headers or footers,
01:15they are stored as XML.
01:17It will check to see are there Headers, Footers or Watermarks?
01:21Is there possibly some content that has been formatted as Invisible, or as Hidden?
01:27So, I'm going to Inspect our document.
01:31We note that there are three items that are being brought to our attention.
01:34First, there are Revision marks in this document.
01:38That's pretty interesting.
01:39It looked good a minute ago.
01:41There are Document properties that are filled in, including the Author, and
01:45there are Headers and Footers that may include shapes such as Watermarks.
01:49Now, I could click Remove All and remove these elements.
01:53But I'd like first to inspect the document myself to find out what the
01:57document Inspector found.
01:59There's a reason for that.
01:59There is a note at the bottom that says Some changes cannot be undone.
02:04There are some times that I will click Remove All, and I'll go, I wonder what
02:08that was I just removed.
02:09And because I can't undo, I can't know what I just did.
02:13So, let's go to look at Comments and Revisions, the Document Properties, and
02:18Headers, Footers and Watermarks.
02:22When I look at my document, it doesn't appear to have any revisions in it, but
02:27the easiest way to find out is to go to the Review tab.
02:30You'll note that not only is Tracked Changes is still turned on, but this
02:35document showing as Final.
02:37In other words, this is the way that document looks if I had accepted all the changes.
02:43But I still have Markup in this document.
02:47I'm glad the Document Inspector caught that.
02:49So, what I need to do to get rid of this, it doesn't matter what view I use,
02:54if I choose Final, those comments and reviewing marks are still in this document.
03:00The only way I'm going to get rid of them is actually to go through the process
03:03of reviewing the document itself and Accepting or Rejecting all other changes in the document.
03:09At that point, I won't have any Markup left.
03:12Now I might want to leave Track Changes on so that the recipient's changes are
03:16tracked, but I don't want to send comments or revisions unknowingly.
03:21Next, let's go look at the footer.
03:23This document has a footer.
03:25All the Document Inspector told me is there's a footer or header in the document.
03:29It didn't tell me what the content of that footer is.
03:33But this footer gives me cause for concern.
03:35First, I want to make sure that if I'm sending a Draft, it really is a draft.
03:39Perhaps the footer should have a page number rather than the word Draft.
03:43But second, this footer shares information about the file structure in my company.
03:49It lets the person who receives this document know where this document is stored.
03:55People who are concerned about security for the servers in your organization
04:00don't like this kind of internal information about server structure and network
04:06structure being sent outside of your organization.
04:09So we could simply remove this and be a lot better off. With Track Changes on, of course,
04:15I am now going to have to accept that change.
04:17But this would remove this.
04:20I'll just go to Review and Accept all Changes in the Document and Close
04:26my Header or Footer.
04:27So, now all I have is Draft, which is fine.
04:30This still is a draft.
04:32The third concern that the Document Inspector raised was about
04:35personal information.
04:37That's this information here that says that a author created this document, and
04:42that information will be send out.
04:44If we don't want that kind of personal information sent, the actual name of
04:49the Author versus the name of my organization, then we can get rid of that in
04:53the Document Inspector.
04:55So, let's go back and inspect this document again.
04:57Let's Check for Issues one more time.
04:59It says you should save this file. And I will sure.
05:02That's fine with me.
05:02I am going to have it check for everything again.
05:05Now, it says that there are Headers, Footers, and Watermarks, but we've looked
05:08at those, and we are comfortable with them.
05:11It also offers to get rid of our Document Properties.
05:13So, I'm going to say Remove All.
05:15Notice that the personal information about the Author or Authors is removed from the document.
05:21Now, I can Close the Document Inspector.
05:24Before you share documents outside of your workplace, or your document team,
05:29remember to run the Document Inspector so that the document your recipients
05:34receive is the document that you thought you've sent them.
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Emailing a document
00:00If you use Microsoft Outlook or a similar e-mail program, e-mailing your work as
00:05a Word document, PDF or XPS is wicked easy in Office 2010.
00:11We'll begin by going backstage.
00:13I'll click the File tab.
00:15We always end up in the Info category when we go Backstage.
00:19So this is a good reminder that if we were sending this document outside of our
00:23team or organization, it's a really good idea to Inspect Documents directly
00:27before you e-mail them.
00:29But we are going to pay attention to Save & Send.
00:32Under Send Using E-mail, we have five choices.
00:36Send as Attachment, Send a Link which we'll be talking about later in this
00:40chapter, Send as PDF, send as XPS, and then finally if you have an Internet fax
00:47service, Send as Internet Fax.
00:49We'll deal with this one quickly.
00:52If you don't have an Internet Fax service, you are sent to Microsoft's business
00:56site, so that you can sign up with a fax service provider.
00:59Once you have done that, you can use Internet Fax.
01:03But we're going to e-mail our document.
01:05First, if we choose Send as Attachment, Microsoft Word bundles up the document,
01:10puts it in an e-mail message as an attachment, and all I need to do now is
01:14address this document, perhaps enter a little text about what I would like
01:18someone to do with this and click Send to e-mail this document to someone else.
01:24Now, when I sent someone my entire document, they can edit it based on whatever
01:28permissions I have given them.
01:29If I haven't changed the permissions, in this document then they'll be able to
01:33edit in any way they like.
01:35There are times that I want someone to have a document, and I want to be clear
01:39that it's Read-Only.
01:41I'm going to go Backstage again to Save & Send, and I'm going to choose to
01:44Send as a PDF document.
01:46Now, although I have Adobe Acrobat Professional installed on this computer, I
01:52don't need it to be able to use Send as PDF.
01:55I can create a PDF without ever having any product that creates PDFs because
02:00Word creates PDFs automatically.
02:03I'm going to click Send as PDF, and you you'll notice Word has created a PDF, or
02:08Portable Document Format file, and attached it to an e-mail.
02:12When my recipient receives this e- mail, they'll double-click on the PDF.
02:17If they don't have a relatively recent version of Adobe Reader, they'll be
02:21prompted to go online and download one for free.
02:25But this is the document that they'll see,
02:27a document that they can't review, that they can search,
02:30it has a Find button but that they cannot edit.
02:33They can't change the content, and they can't change the formatting.
02:37So this might be the way that you would choose to send out a contract, a proposal,
02:43any document that you want to make sure someone doesn't go in and Edit
02:46without your consent.
02:49As you noted, the PDF format requires your recipient to download Adobe Reader if
02:55they don't already have one.
02:56There is another format that they can use in any browser, and that's the XPS format.
03:02Let's go Backstage again to Save & Send and choose Send as XPS.
03:08When I choose Send as XPS, Microsoft Word creates a document using this format,
03:14which does not require a separate reader.
03:16When your recipient gets this e-mail and they double-click and open, the
03:22document you sent will be opened in either a browser, such as Internet Explorer,
03:29or if they are running Windows 7, it will open in the Window 7 XPS Viewer.
03:37So, three easy ways to send a document to another user.
03:42If you need them to be able to edit the document, send it as an attachment.
03:46If, however, you simply want them to be able to view and print the document,
03:51send it either as a PDF or an XPS.
03:54With Word backstage, you can easily e- mail your Word documents in the format
04:00that will be most useful for your recipients.
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Saving a document to a Windows Live drive
00:00With Word, you can save a document on a secure Web site so that you can share it
00:04with others, or open it from any computer.
00:07For example, if you create a document on a public computer at a library, you
00:12could then Save it on a Windows Live Drive and open it later from your computer.
00:18We have an employee manual that we're ready to work on, perhaps not in the office even.
00:23So I'm going to choose File > Save & Send > Save to Web, and the first time
00:29I do this I'm prompted to set up a Windows Live drive, or if I have one and I
00:35haven't logged in on this computer, to login so I can connect to the drive that already exists.
00:41So I'm going to Sign In with my Windows Live ID.
00:45If you already use Hotmail or any version of Windows instant messaging or
00:51if you're an Xbox Live user, you already have a Windows Live ID, and you can
00:55use that to log in.
00:57So I'm going to click Sign In to open the dialog box, and it wants any of those
01:02credentials that I have.
01:11And I can ask Word to Sign me in automatically, although I'll probably be asked
01:16to do this again in the future.
01:18I already have a Windows Live drive.
01:21If I did not have one, then Word would be setting one up for me right now.
01:25And on my Windows Live drive, I have different kinds of folders.
01:29This is a free service to be able to store my office documents on a Web server.
01:35So I have documents that only I can see, and then I have documents that anyone can see.
01:41This is a publicly posted document, anyone else who is signed in to Hotmail or
01:47MSN messenger any those services can find these, so very public.
01:51And then, finally, I can create one or more Workspaces and invite people to them.
01:56So I can create a place to share documents with a few people from my team and my
02:00officer, or perhaps with some family members.
02:03I choose the folder that I want to save this document in, and then I'll be asked
02:09to give it a name, and this is my Two Trees Handbook, and I'm going to say Save,
02:17and it is being uploaded to the server,
02:19if you noticed down here in the Status Bar. And this document is now stored on
02:24my Windows Live drive.
02:26Now I can access my Live drive from any computer that has Internet access.
02:31I don't need to be in Microsoft Word.
02:33I can simply log in using my Windows Live ID and access my folders and open
02:38this document again.
02:40So let's go do that.
02:41Let's open Internet Explorer, or whatever browser you're using, and there are
02:48several ways that I can get to my Live drive.
02:52I can go from msn.com. That'll work.
02:54I can log in to Hotmail and messenger.
02:56I can also go to SkyDrive.
03:00I can go to Windows Live drive.
03:02I can start in my Xbox drive.
03:04However, you got there sooner or later, you are going to see a screen that's a
03:07lot like this, that asks you to sign in.
03:10If it doesn't have your name here, then you are going to enter your username
03:14that you use to create your free Windows Live ID.
03:17It already has my name, so I simply need to present my password, and if this is a
03:24private computer, I can tell it to Remember my password.
03:27If it's a public computer, not a good idea at all.
03:30So I'm going to Sign In and here I am on my Windows Live drive, my SkyDrive, and
03:37double-click my documents folder, and there's my handbook.
03:41I can open it from here.
03:43I can simply View it, as I might view a PDF document, for example.
03:50I can Download it if I wish and use it locally in Microsoft Word on a computer,
03:55or I can Edit or Delete it.
03:57So by saving my document on my Windows Live drive, my SkyDrive, I can access
04:03this in other locations without having to use Microsoft Word.
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Saving to SharePoint and sharing a document link
00:00Many organizations use Microsoft SharePoint sites for document sharing and collaboration.
00:06Let's see how we can save a document directly to a SharePoint library from
00:10Microsoft Word and then send a link to that document to our colleagues who need to review it.
00:16So we have our Two Trees Olive Oil draft ready to share with others, and it's
00:22ready to be reviewed by other people over the next week or so.
00:25If I mail this as an attachment, I'll need to deal with the multiple review
00:30copies of the document.
00:32But more importantly, my reviewers won't be able to see each other's changes.
00:36I would rather post it to our team's new SharePoint site so that my reviewers
00:41can collaborate more effectively.
00:44I'm going to choose File and go Backstage, choose a Save & Send and choose
00:49Save to SharePoint.
00:51Now, this is a brand-new site, so I don't have any history of saving to it.
00:56It's not listed in my Save to SharePoint list, and I'll be forced to Browse for a location.
01:02When I double-click here, or when I click Save As, either event is going
01:07to open the Save As dialog box.
01:10And I can type in a URL, but what I'd rather do is actually go open the library
01:15on my site that I want to save in.
01:17So I'm on my Two Trees Olive Oil site.
01:20This is going to be saved in the new Human Resources area, and I want to copy
01:26this URL so that I can give it to Microsoft Word in that Save As dialog box.
01:32Now, I can copy the whole thing.
01:34There is something though that you'll get used to as you work with SharePoint,
01:37which is at the end of the URL, where it says, Forms/AllItems.aspx,
01:42this is actually the view of the library.
01:45We don't need that part of the name, but we need all the rest of it.
01:49So I can either copy here, only what I need, or can copy the whole thing and then
01:55Cut in that dialog box.
01:56It's a lot easier to copy here so I'm just going to Copy this text, return to
02:00Microsoft Word and where has File name,
02:04I'm going to drop in that URL and press Enter.
02:08This is going to connect to SharePoint.
02:11I'll be prompted for some credentials, at least the first time, and say OK and
02:19now I am in my Human Resources library.
02:22While there was a document in there, it doesn't show up here because it was a
02:26PowerPoint document, and I'm in Microsoft Word, and it says no documents of this
02:30type are in the library.
02:32So here's my document name.
02:34It's going to my SharePoint site, the Human Resources Library, and I'm going to
02:39click Save to save this document to my SharePoint site.
02:42It will be uploaded to the server, and it's there.
02:45I'm going to go back to my SharePoint site now briefly, and I'm going to
02:50Refresh this library, and you'll notice here's my Two Trees Handbook posted and
02:55when it was last modified.
02:56So I can click the Open menu to see what I can do with this document, and one of
03:00my choices is to E-mail a Link to this document.
03:04So I'm going to do that.
03:05I have some other people who I would like to have review the document, so I
03:09can simply address this to all of the people that I need to have review this document.
03:19I can add any other notes that I wish, and I can send this to my reviewers.
03:23That way they don't have another copy of the document sitting in their Inbox, but
03:27as Maria and Hector and Raul go and work on the document on SharePoint,
03:32all of their changes will be kept in one place.
03:34So I can just click Send in order to send this off, and I'm all set.
03:39So by saving my document on SharePoint, instead of having four copies of the
03:43document roaming around and having to sort them all later when they come back, I
03:48have one consistent review being conducted by three people, because I saved my
03:54document by going backstage in Word 2010 and putting it on our SharePoint site.
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Using Word on the web
00:00With the release of Office 2010, Microsoft also released Office for the Web, Web
00:06versions of Excel, PowerPoint, OneNote and Word.
00:10If you have documents stored in SharePoint or on a Windows SkyDrive, you can
00:15open, view, edit and save those documents and create new documents on any
00:20computer connected to the Internet, even if it doesn't have the latest
00:24version of Microsoft Word.
00:26I'm in my company's SharePoint site.
00:28Let's say I am looking at this from a public computer in a library, or in the
00:33lobby of the hotel that I'm staying at, while I do some work.
00:36I have a document in my Human Resources folder that I need to review, called
00:42Definitions for Review.
00:43And when I click the Open menu, I have some choices.
00:47One choice is to edit this document in Microsoft Word.
00:51But perhaps this particular computer I'm using doesn't have Microsoft Word.
00:56I have another choice, which is to edit this document in a browser, or to view it in a browser.
01:02And when I choose Edit in browser, I will actually be using the new Microsoft
01:08Word Web App, as you can see here.
01:11It's a shorter Ribbon than we are used to, with fewer choices.
01:15However, I can enter text.
01:21I can insert a limited set of objects.
01:24And I can view this in Editing View or Reading View.
01:28Now, without Track Changes turned on, I'm going to have to go out of my way
01:32to format my comments in such a way that people understand their comments and not new text.
01:38So if this is just a comment, I might do something like that so people can easily see it.
01:44But I can also simply edit this document.
01:48If I wish, I can change my Styles.
01:54And I can enter and edit text and format it.
01:57The Office 2010 Web Applications are also available on the Windows Live SkyDrive
02:05to add new documents.
02:07And you'll find them in some other locations.
02:09For example, there is a site called docs.com.
02:13That's a social networking site that Microsoft has set up for Office users,
02:17where you can use the Microsoft Office Web Apps because they're being hosted here.
02:21So from SkyDrive, to docs.com, to SharePoint, I have access to this later
02:28version of Microsoft Word called the Microsoft Word Web App.
02:31When I'm on vacation for a few days or a week, I don't necessarily want to take
02:36my laptop along just to do a little bit of editing or a couple of hours of work.
02:41And now, with Microsoft Word Web Apps, I don't have to.
02:44I can use any computer to work on my Word documents that I've stored on
02:49SharePoint, SkyDrive, or at another Web location that hosts the Word Web Apps.
02:56Now that I can use Office online, my laptop gets to spend more weekends and
03:00holidays at home instead of in the overhead bin.
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Blogging with a document
00:00Blogs, or Weblogs, are online journals intended for public viewing.
00:05A blog can be personal, like a public diary, or a company, or product-related blog.
00:12With Word 2010, you can create Blog entries in Word and publish them directly to your blog.
00:19Bloggers have a number of choices for Blog hosting.
00:23Popular sites include WordPress, TypePad and Blogger.
00:27And you may also have access to a blog that's part of your
00:30organization's SharePoint site.
00:32One of the factors to consider when blogging is the quality and use of the
00:37editor that the site uses, since that's how most users enter the text for their articles.
00:43But with Word 2010, the Blog Editor is no longer a factor.
00:47You can create your Blog posts in Word, like this one, then publish them
00:51directly to your blog.
00:54To blog, I'm going to choose File to go backstage.
00:57Choose Save & Send, and then I am going to choose Publish as a Blog Post.
01:03The first time I do this, I need to set up my blog as a legitimate safe site
01:08for Microsoft Word.
01:10You'll notice that some of the supported blogging sites include WordPress and
01:14Blogger, SharePoint Blog, Windows Live Spaces, Community Server and TypePad.
01:20So I'm going to click Publish as Blog Post, and I'll be prompted to register my Blog now.
01:28So I'm going to choose Register Blog and choose my Blog Provider.
01:31Now, just because your Blog Provider isn't listed does not mean that you'll be
01:36unable to publish from Word, simply choose Other.
01:39But I'm going to choose WordPress, and click Next.
01:44Now, I need to include my URL, and it goes in the center here.
01:49So my URL is justgini.wordpress.com.
01:55I need to type my User Name here.
02:00And then I need to type my Password.
02:02And if I want to remember it, I can. And click OK.
02:08It says when Word sends information, it might be possible for others.
02:13I'm simply going to say Yes.
02:15And notice how quickly it's established a handshake with my blog site that says, hi!
02:20I am Word, are you WordPress, and can Gini publish here?
02:24So I am going to say Ok.
02:25And now I am in a Blog Post.
02:28Notice that I have a new document that's a version of the document I was in.
02:32And it asks me to enter my Post Title here.
02:35I am going to just delete it out of my document and enter it.
02:38And I can choose a category that I've already established on my blog to post this under.
02:45So it wants me to go retrieve my list of categories.
02:49I'll be entering my information again. Might be a good time to remember this
02:55password, at least for a while.
02:58And I have a list of categories here that I created previously.
03:02This is actually Uncategorized.
03:05And I'm ready now to publish.
03:07I have some choices.
03:08I can publish it as a draft, which means that it will be pushed out to my Blog
03:12but kept in a back room, or I can publish it to my site.
03:17And I'm going to do that right now.
03:18And my post has now been published on my blog.
03:23Let's go take a look at it.
03:25I can close this document.
03:26But first, I might want to save this because one of the things that I like
03:31about publishing my blog in Word is that I have the opportunity to save my
03:36posts here locally.
03:38So I can save this.
03:40And I'm going to choose to save this in my Document library.
03:44And it says this post was published at a particular time.
03:47I can create a New folder for it for my blog posts.
03:52And I can enter its name again, and some date information if I wish and then save it.
03:58So I have this locally.
03:59I can close this now.
04:01I don't need it any longer.
04:03So I'm going to go to Internet Explorer and go to my blog.
04:11And there is my post that I just created here in Microsoft Word.
04:15So with Word, I can use Word as my editor, and publish my blog articles
04:21directly from Word,
04:23another wicked easy Word 2010 feature.
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Finalizing and password-protecting a document
00:00We've been working on the revision of our employee manual for a while, and now it's all done.
00:04We are done editing.
00:05We are done reviewing.
00:07And we want to make sure that all of the reviewers stop, and no one continues
00:11on in their process.
00:13So we are going to finalize this document.
00:16A couple ways to do that.
00:17I'm going to click File to go Backstage.
00:20And with Info selected, I have choices of different ways to protect my document.
00:24We are going to take a look at Mark as Final first.
00:28You could think of this as protection, ultra-light.
00:32If I mark my document as final, I'm told that it will be marked and then saved.
00:36I'll click OK, a dialog box that gives you some more information about Mark as Final.
00:40Now, I'll click OK again.
00:42And notice when I am Backstage it says this document has been marked as final
00:46to discourage editing.
00:48If someone else opens this document, which is currently marked Read-Only, or if
00:53I open it again, the Ribbon is hidden, and it says an author has marked this
00:57document as final to discourage editing.
01:00I can still review the document.
01:02I can still find things in it, but I can't edit it, unless I am willing to click one button.
01:08Now, I can edit the document again.
01:10This doesn't feel like a lot of protection.
01:12In fact, it's not a security feature at all.
01:15I use Mark as Final myself for documents that I want to make sure I
01:19don't accidentally edit.
01:21But if I intentionally want to edit, Mark as Final isn't going to stop me.
01:25Almost the polar opposite of Mark as Final in the realm of protection is
01:29Encrypt with Password.
01:31This says not only do I not let you edit my document,
01:34you can't even open it unless you can provide a password.
01:38So let's choose to Encrypt with Password, and then I'm going to enter a password.
01:45And I'll click OK and be prompted to enter it again.
01:48Note that you are told if you lose or forget this password, you're in deep trouble.
01:52And that's true.
01:53So this is a document that isn't just my document.
01:56This isn't my diary or my resume.
01:59This is a document that a number of us have worked on.
02:01So it makes sense in a work setting that there are other people who have the
02:05same password that we all use to control documents, that people in our area
02:10can access and people outside of our area shouldn't be editing, a shared
02:14password that we all know.
02:17If I enter the wrong password accidentally, I'll be told that's not the same
02:22password, enter the same password.
02:25And I am going to say OK.
02:27Notice now a password is required to open this document.
02:31So I'm going to close the document now.
02:35It says do you want to save the changes you made?
02:37Part of the change that I made was applying a password, so I should say Yes.
02:42Now, I'm going to open this document again.
02:45And notice I'm prompted to enter a password.
02:48If I enter the wrong password, I won't be editing this document.
02:53I can sit here and enter the wrong password for a long, long time and not be
02:56allowed into the document.
02:58And because it's encrypted, I can't get much information out of it if I can't open it.
03:04So if I have the proper password, I'll be allowed then to open the document and to edit it.
03:10If I want to remove a password from a document, the way you do that is go back
03:14to Encrypt with Password and delete the password.
03:18Now, the document is no longer protected.
03:21We have some other choices about how we will protect the document and how we
03:25will restrict access to the documents that we've created.
03:29But if you want to protect the document, the strongest protection that you can
03:33provide is to encrypt it with a password in Microsoft Word 2010.
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Restricting editing for all or part of a document
00:00So I've created and saved my document, and I'd like to make sure that users can
00:05read it, but that no one can edit it without my permission.
00:09To do that, I'm going to go to File, and Protect Document, and we're going
00:14to restrict editing.
00:16This is a Task pane that opens
00:18that allows us to make some choices about what's allowable and not allowable in this document.
00:24In an earlier chapter, we looked at using the Formatting Restrictions Section.
00:28Because I'm asking to protect my document, Word has automatically checked
00:33this Editing restriction that says there are no changes that can be made to this document.
00:37It is read-only.
00:39I can then choose to Start Enforcing Protection on my document.
00:43I'll be asked if I wish to supply a password.
00:46If I don't, it's relatively easy for someone to get back in here and turn off
00:51protection, if they know how to open this Restrict Formatting and Editing pane.
00:56So I'm going to supply a password.
00:58I'll need to enter that same password again, and say OK.
01:03So it says, this document is protected from unintentional editing.
01:08I can only view this region, and it lets me see the regions, and it says Find
01:12Regions I Can Edit, and it says, there are no regions that you can edit.
01:17But notice that a user could just click Stop Protection.
01:21If I had not supplied a password, they would be able to edit very, very easily.
01:26I'm going to unprotect this document.
01:28When I unprotect it, it unprotects it not just for this session.
01:32I've turned Protection off.
01:34So again, I can easily protect the entire document by changing it to Read Only,
01:40Enforcing Protection, and supplying a password.
01:43There're actually four things I can do here.
01:46One is I can actually force a review.
01:49In other words, I can make it so that another user reviewing this document
01:53cannot turn off Track Changes.
01:56So that's helpful when I'm working collaboratively.
01:59My second choice is you can't edit, but you can leave comments in the document,
02:04also a reviewing technique.
02:07Then the third would be for forms created in Microsoft Word, you could say
02:11the only thing allowed here is to fill in the form fields that are here in my document.
02:15But I'm going to choose No changes (Read only).
02:19So just a quick review of that again, because it's a little bit complex.
02:23I start out on the left side of my screen saying I want to protect my document
02:26by Restricting Editing.
02:28I end up over here on the right side of the screen, and Word has already set No
02:32changes (Read only).
02:34I start enforcing protection, enter a password, confirm that password and say
02:41OK, and my document is now restricted.
02:44If I wish, I can close the Restrict Formatting and Editing pane, and save and
02:49close my document, and I have a well- protected document that anyone can read and
02:53no one can edit without a password.
02:58I'm going to stop the protection and show you an alternative use of the Restrict
03:03Formatting and Editing pane.
03:04I have a document that I want people to be able to edit only one part of it.
03:10If you take a look, I have some text, and I don't want anyone to change the text.
03:15I want them to enter comments about this text.
03:18Then I have another section of text that I'd like them to review and provide comments.
03:22So I'm saying, no editing here, but editing here, no editing here, and so on.
03:28So saying No changes won't really work for me.
03:32What I want to say is that there is no changes with some exceptions.
03:37So I'm going to select part of this document and choose users who're allowed to edit them.
03:43But there's a little more behind the scenes that we have to be attentive to here.
03:47I can't just select open blocks of text.
03:49I actually need to select sections to have this work.
03:53So I'm going to turn on my Show/Hide Mark, and there's actually a section break
03:59that's been inserted here and here.
04:02Let's remember quickly how to do that which is Page Layout > Breaks, a
04:06Continuous section break right there.
04:09So with a section break above and below this area, I can say this part here,
04:16everyone can freely edit; the other parts of the document, No changes.
04:22Let's start enforcing protection.
04:27Now that Task pane that says Find Next Region I Can Edit will tell me you can
04:34edit here, and you can even notice that there is a set of brackets here.
04:38I'll turn off Show/Hide to make it a little easier.
04:40It says you can edit here.
04:42So I can enter some text Show All the Regions I Can Edit right there, the Next
04:47Region, there is no Next Region, and I can't edit here.
04:50When I click, notice my toolbars are not enabled.
04:55When I click down here, my toolbars are not enabled.
04:58However, if I'm in the zone where I'm allowed to edit, I have full
05:02editing capability.
05:03I'm going to stop protection on this document.
05:08Again, remember that I've stopped protection going forward until I start
05:13enforcing protection again.
05:15One way to think about the use of this is that I can create a document, set the
05:20protection and then make as many copies of it as I need to send out as a
05:24feedback form, as an informational form.
05:27Certainly not the kind of thing one would typically use for document review, but
05:32the kind of thing that you can use to get back feedback or information, broader
05:36text almost like a survey.
05:38So we've seen now four ways that we can protect documents.
05:42You can mark them as Final.
05:43You can encrypt them with a password to keep users from opening them at all.
05:49You can restrict editing, either to make the entire document Read Only or to make
05:54part of the document available for editing.
05:57For all of those choices, except mark as Final, you'll be expected to provide
06:01a password.
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Digitally signing a document
00:00Digital signatures mark a document as final, and sign them to ensure that no
00:06other user has altered the document since it was signed.
00:10We've just created an Employee Verification form that we're going to use when we
00:15roll out the new version of the Employee Handbook.
00:18We want every single current employee to read it, and to verify in a way that we
00:23can save in their file that they actually are responsible for the contents of
00:29the current version of the handbook.
00:31It would be nice if we could save these electronically.
00:34So we're going to send them out for digital signatures here in our organization.
00:39Let's begin by clicking where we want to place a block where an employee
00:44can sign this document.
00:46On the Insert tab, we'll choose Signature Line.
00:49There's some information about how one can obtain digital signatures.
00:55You can click here to go to Microsoft Office Marketplace and look for a vendor.
00:59But we already have a digital signature to apply as do the other folks in our organization.
01:04So I'm going to simply click OK, and the Suggested signer could be a name.
01:10But I'm simply going to put Employee, and I'm going to say Before signing this
01:14document, verify that you have read and understand the employee manual.
01:21It's what the document says but doesn't hurt.
01:27I'm going to add the date to the signature line, in case someone wants to put a date there.
01:32I don't really want any comments back.
01:34I want someone to sign or not sign this document.
01:37So I'm going to say OK.
01:39I've just added a signature line to this document.
01:42Now I can save my document and send it to lots of people throughout the
01:46organization so that they can read the employee manual and send their signatures
01:51back to me electronically.
01:53Let me show you now what the user experience is going to be when someone
01:56opens this document.
01:58They'll see that their signature is an affirmation, and I would want to put some
02:02text here that says, "Double- click signature line to sign."
02:08We're going to double-click, this dialog box will open, the user clicks OK, and
02:17they have the ability now to sign it.
02:19Several different things they could do.
02:21They could type their name in here, if they wish.
02:25They could select an image file of their signature.
02:29I'm going to go get one so you can see what that looks like.
02:32There is an image file of my signature.
02:35I can change the certificate that I'm using, but the digital certificate on my
02:39computer has my identity in it.
02:42I'm going to click Sign to sign this document, just like that.
02:47Notice that it is dated.
02:49It has my signature typed, this came from my digital signature certificate, and
02:55then it has my image of my signature that I pasted in here.
02:59Notice also in the Status Bar that this document says it contains signatures.
03:04It has been marked as Final.
03:06Even though I can click Edit Anyway, I can't preserve this signature if I do.
03:10So the employees read the handbook.
03:13They digitally sign this.
03:14They attach a signature of image of a signature or not.
03:17There are some people who will put their picture there or some other icon that
03:22they know is them, will be their identity.
03:25So it's all signed.
03:27If I turn off Mark as Final, I click Edit Anyway,
03:30it says if you do, the signatures will be gone. I'll say Yes.
03:36Notice the whole signature is gone.
03:38The signature indicator is gone.
03:39So now, if I go in and alter the document, if, for example, someone decided that
03:45rather than having me sign again, they would simply edit this and say handbooks
03:49dated April 15th and November 15th.
03:51They can't do that while my signature is on this document.
03:55Now, I don't have to have a signature line to digitally sign a document.
03:59Let's remove the signature block. Simply delete it.
04:03If I want to digitally sign this document without the signature block that is a
04:08place that allows me to mimic the paper- based signatures that I would have used
04:12in the past, I can simply say File > Protect Document > Add a Digital Signature.
04:17It's going to be exactly the same process.
04:20My purpose for signing this document is I can type in anything I want, assure my
04:24identity, or I can leave it blank.
04:26It says it's been saved in a document.
04:29It's been signed, Marked as Final, and here down below is the signature.
04:35Now there's no place that you see something that looks like a signature.
04:39However, if I click Anyway, it will remove this signature and if a user clicks
04:44on the Status Bar, it shows this signature here: Gini Courter signed this.
04:50I like adding the signature block in the design because it makes people
04:54feel like they really signed something, whether they put in their signature
04:58as an image or not.
04:59I'm going to close the Signature pane, and I'm going to say Edit Anyway, which
05:04will remove this signature.
05:08Before I leave here, I want to note that you don't want to attach a file that
05:12includes your real signature, something where you've actually signed in a way
05:17like you would a check, and send that around your organization or any place
05:21else that somebody could print that or could go get it offline. It compromises
05:25your identity to do so.
05:27So again, many times people will have a printed version of their signature or
05:31when they use the signature block,
05:32they'll type their name in, or they'll insert some kind of an icon that proves
05:36that they were there.
05:38When you're creating a document to be digitally signed, don't forget to insert a signature line.
05:46When you are signing a document, you can insert a Signature Line too, if you
05:50would rather do that, then simply apply a digital certificate.
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14. Customizing Word
Changing Word options
00:00Many of Word's behaviors, the things that Word does when you type some text, or
00:04select text, or click on a command are default behaviors that you can change by
00:09changing a few settings.
00:11For example, when you select some text and then point to the selection, a Mini
00:17toolbar appears with Formatting tools, or when I have text selected, and I
00:22choose an item from a gallery, and I see it in my document before I even click,
00:28that Live Preview is another option.
00:30The same thing is true with Word's appearance. From the color behind the Ribbon
00:35to the Tabs that show on the Ribbon, all of these are customizable.
00:40In this chapter, we'll see how to set the options that control how Word looks
00:45and how Word behaves.
00:46To access the options, we'll choose File to go backstage and then select Options.
00:52At the top, we have the General options, the options that are most frequently
00:56changed in Microsoft Word.
00:58For example, that Mini toolbar and Live Preview are two options that people turn off.
01:04Some people find those annoying but, more to the point, they take a lot
01:09of computing power.
01:10So if you're running Word on a Netbook, you might want to turn off some of the
01:15options that take more computing power, so that Word is spunkier.
01:19The background of our Ribbon and our entire window is Silver.
01:23We have two other choices of color schemes: Blue and Black.
01:27We have a choice for how ScreenTips appear.
01:30Right now, if I point to an item on the screen, I get a feature description as
01:35part of my ScreenTip.
01:36For example, if I point to the Underline button, I get not just the name of the
01:41button, and the shortcut key, but the description, "underline the selected text,"
01:46or a longer description here that tells me all about the Format Painter.
01:52I might want a shorter description.
01:54In order to get a shorter description, I could say, don't show the
01:58feature description, just show me the shortcut key and the name, or don't
02:01show me ScreenTips at all.
02:03When Office is installed on your computer and your organization, it may not have
02:08your username in it.
02:09It might have the company name or company name and user.
02:12You should put your own name here and your own initials, because this is the text
02:16that shows up when you are working with other users reviewing a document.
02:21Then finally, a Start up option that is all about Microsoft Outlook rather
02:25than Microsoft Word.
02:27If you open a Word attachment in Microsoft Outlook, by default, it can open in
02:32that Full Screen Reading view that looks like a book.
02:35It's very readable, but you lose some formatting, and some users prefer not to
02:39use Full Screen Reading view unless they choose it.
02:43To prevent attachments in Outlook from opening in Full Screen Reading view in
02:48Word, you make sure that this option is turned off.
02:53The Display options control how the document itself appears on the screen.
02:58One option you may choose to turn on here would be to always show Paragraph
03:02marks, even when you have Show/Hide set to Hide.
03:07This allows you to make sure that when you're selecting an entire paragraph to
03:11create a style or to cut a paragraph to move somewhere else that you have
03:16everything, including the final Paragraph mark, so that you have all of the
03:19paragraphs formatting.
03:22The Proofing tools were discussed earlier in the chapter on Proofing Documents.
03:27Our Save choices are a simple set that begins with what default format you want
03:33to use when you save a document.
03:36This is set for all of Microsoft Word.
03:38So right now, when I save documents, I'm saving them using the 2010 format, .docx.
03:44However, if I work in a mixed environment, and I'm the first user to 2010 and
03:49other people are back in Word 2003, I might, for awhile, want to choose a
03:54different default format simply so I don't forget and send 2010 documents to
03:59people who can't open them right now.
04:02However, in doing that, I give up the ability to use some of the newer
04:05features of Word 2010.
04:07By default, there's an AutoRecover copy of your document saved every 10 minutes.
04:12You can make this more frequent or less frequent, or you can turn it off altogether.
04:17If you turn it off and you lose power in the middle of an editing session, there
04:21will be nothing to recover.
04:24The Language options were discussed earlier in the Proofing Documents chapter.
04:28Then finally, we come to the Advanced options,
04:32a hodgepodge really of all of the options that weren't put anyplace else.
04:37Everything else that you can customize about Microsoft Word that can be set
04:41anywhere is here on the Advanced tab.
04:43It's worth simply knowing that there are options for editing, for Cut, Copy and
04:47Paste, for document content, the Display and so forth.
04:52But these Advanced options are options that you might never change in the time
04:56that you're working in Microsoft Word.
04:59The remaining two groups of options allow you to customize Word's Command and
05:03Control interface and change settings for how Word interacts with Add-Ins,
05:08Macros, and other programs.
05:10We'll customize the Ribbon in the next movie, and we learned how to customize
05:15the Quick Access toolbar way back in the first chapter.
05:18As you can see, it's easy to change options to make Word work the way you want it to.
05:24One last thought.
05:25If you don't know what a setting does, don't simply change it and try to figure it out.
05:30Some quick online research or taking a look in the Help Files for Word 2010
05:36before you save an unknown option can save you a lot of frustration later.
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Customizing the Ribbon
00:00If Word 2010 is your first version of Word, you'll be pleased to know that you
00:04can customize the Ribbon to meet your needs.
00:07If you're moving to Word 2010 from Word 2007, you will be ecstatically delighted
00:12to know that customization is back.
00:15You can add Tabs to this Ribbon and commands to expand the Ribbon, or you can
00:19add groups to the built-in tabs where there's space,
00:23for example, here, to put the commands that you need at your fingertips when you need them.
00:28We are going to begin by customizing the Ribbon, either by choosing File and
00:34Options backstage and click Customize Ribbon, one possibility.
00:40Or, right-click anywhere in the Ribbon and choose Customize the Ribbon.
00:44In either event, it opens the Word Options dialog box with the Customize
00:48Ribbon category selected.
00:51On the right, we see the Ribbon as it exists right now.
00:54This is your Ribbon on the right-hand side.
00:57You'll notice that there's a Developer tab that's turned off, by default.
01:02If I'd like to see that Developer tab, and I'm going to want it later in this chapter,
01:07I'm going to turn that on.
01:09Now, within any tab you can expand to see the groups.
01:13So I'm going to slide to the right here a bit, and we are going to go open up the View menu.
01:19Here is our Document Views.
01:21Here is our Show group, the Zoom group, and so on.
01:25Now if I open, for example, the Document Views group, you'll notice that all of
01:30these items are not enabled.
01:32They are grayed out.
01:33That's because I can't add things to the groups that already exist.
01:37I'm not allowed to.
01:38The Ribbon, as it's created, the tabs and groups that are there, I can turn on or
01:44turn off, but I can't add to the existing groups.
01:47I can, however, add items to the Ribbon if I wish.
01:51So I can open the View Ribbon and say I'd like to add a New Group.
01:56The new group is added past the last group.
01:59Here is Macros, so it will be added in this space out here to the right.
02:04I can Rename this new group.
02:06I'm going to Rename this group "Reformat" and say OK.
02:12Notice that I have a group called Reformat and that it is a Custom group.
02:16I am going to say OK so we can see how that looks right now.
02:19So, here's my new group, out to the right on the View tab.
02:23Now, I also have the choice to create an entirely new tab that I put here, and
02:27part of that is really a question of real estate.
02:30If I think I am only going to add a few commands, I have plenty of room to add some things.
02:35But if I wanted to add 10 or 15 commands, I might want to create an entirely new tab.
02:41Let's go back to Customize the Ribbon, and let's add some commands to this tab.
02:47Now my imagining of what I'm doing with this tab is quite clear.
02:51I know what I'd like to have here.
02:53I have documents that I receive from other people that I do some pretty
02:57consistent cleanup on.
02:59I need to often clear the formatting that they've applied.
03:03I want to be able to remove a page background because I have a whole division
03:08that used backgrounds all the time and another group that used watermarks.
03:12I want to be able to take care of those things pretty quickly without going to
03:16all kinds of different places on the Ribbon.
03:18So, I'm going to put those in this one group.
03:21So, on my View tab, in my Reformat group now, I'm going to go find the
03:25commands that I want to add.
03:27I have a list here of popular commands that are frequently added, things like
03:31Cut, Copy, E-mail and so on.
03:34I also have commands that the Office team did not fit anywhere on the current Ribbon.
03:39So commands not on the Ribbon is a really large list.
03:42If you think it's all here, there's a lots of stuff.
03:45So, if you're saying there is a command I used to use, and it's not on the
03:48Ribbon, great place to find it.
03:51I actually want to look in All Tabs.
03:54I know that I'm looking for Clear Formatting, which I am going to find on
03:58the Home tab, in the Styles group, under Change Styles, right there, Clear Formatting.
04:06So, I'm going to choose Clear Formatting, point to my Reformat group and Add it.
04:10There is my first command.
04:12My second command, which is I want to remove the Page Background and Remove the Watermarks,
04:17I'm going to go get on to the Page Layout tab > Page Background.
04:24So, there is Watermark, and I want to remove the Watermark.
04:28Under Page Borders, I want to simply Add the entire Page Borders button.
04:34There's not a Clear Page Borders. It doesn't exist.
04:37There is not a Clear Page Background.
04:41But I can Add the gallery so that those are pretty close for me.
04:44They will be just simply one click further away than I would like them to be.
04:50Now, I want the Show/Hide paragraph marks button, the Home tab, in Paragraph,
04:56here we go Show All, and I am going to Add that.
05:01So, those are the five commands that I want to have on my Reformat group on the View tab.
05:07I am all set, and I am going to say OK.
05:11There are my five items now.
05:13So as I get a new document and I want to go through and Clear the Formatting,
05:18and go to Page Borders, and remove the border, set it to None, and Change my
05:24Page Color to no color and Show/Hide my paragraph marks.
05:27Again, very easy because I've put them all in one place, this whole set of tasks
05:32that I need to complete.
05:33I am going to right-click again and go back to Customize the Ribbon.
05:37Now, if I'm using this group of commands at the same time that I wanted to work,
05:42for example, on the Insert menu, an option would be to put these items on the
05:47Quick Access toolbar.
05:48Another option would be to set up an entirely new tab and to put my Reformat
05:53items on the New Tab.
05:55In order to do that, I simply tab New Tab and I give my New Tab a name.
06:00So I could call my new tab Reformat.
06:05When you create a new tab, it gets added to the right of the View menu.
06:09If you are going to display the Developer tab, you should actually put it to the
06:12right of the Developer tab as well, and I can use these buttons to move it.
06:16Don't put it up in this area. If you use a public computer or another computer,
06:22you'll get confused about where the tabs are.
06:24So, it's better to keep the original tab layout all the way up through View
06:29and Developer intact and add items to the right, which is what, for example,
06:33Adobe did with Acrobat.
06:35I can then add a group if I wish, or I can simply add commands and place my
06:40group on this new Ribbon or place my tabs on this new Ribbon.
06:43Notice that I can drag and drop from my View tab down to my Reformat tab, and let's say OK.
06:51Now, my View tab is clean again.
06:53But here's my Reformat tab with these options that I can choose from quickly and easily.
07:00The Office team spent a lot of time designing Word and creating the Ribbon to
07:05meet the needs of the majority of users.
07:08But only you know exactly how you do the work that's necessary in your organization.
07:14Feel invited to customize the Microsoft Word 2010 interface to best support the
07:20way that you do your work.
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Creating and playing a macro
00:00If you have a series of steps that you complete in a number of different
00:04documents, or that you complete a number of times within a document or document
00:09set, that group of steps is a great candidate for a Macro.
00:13Macros are bundles of Visual Basic code that tell Word how to complete a particular task.
00:18While you can create Macros manually using the Visual Basic Editor,
00:23it's much easier to use Microsoft Word's built-in Macro Recorder to create
00:28and save your Macros.
00:30Macros are created to solve a problem.
00:33The problem that I have here is that I have a lot of documents that were
00:37created a few years ago.
00:39At that time, when people typed in text and got to the end of a line, they would
00:44press the Enter key twice.
00:47When they got to the end of a sentence, they would press the Spacebar twice.
00:53They did those things because the software wasn't smart enough to automatically
00:58increase the space at the end of a paragraph, or to replace an end space with an
01:03em space at the end of a sentence.
01:05Now, I have too much space in my document so that if I change to one of the
01:10newer styles, for example, something like modern,
01:14look at all of the space in this document, because we have not just the space
01:18that the original typist entered, but the space that Microsoft Word
01:23automatically puts into this document.
01:25So, rather than tell Word to quit doing what it does to style this document, I
01:30need to just get rid of all of the extra spaces and all of the extra carriage
01:34returns at the ends of paragraphs.
01:36Rather than use this document, I have created a test document to allow us to
01:41create and test our Macro.
01:43So I am going to switch to that document now, because there is no reason to turn
01:47my mission-critical documents into guinea pigs.
01:50So here's my Test Document.
01:52It has the same kind of attributes as the document that I want to be able to reformat.
01:57So the first thing we are going to do is make sure that the conditions when our
02:00Macro runs are actually reflected in this document and in the current state of the document.
02:05Like my other document that I want to use this Macro on, I have two spaces at
02:11the end of sentences, two Carriage Returns at the end of paragraphs.
02:16I don't have anything selected here, which is fine because selecting the entire
02:20document is going to be the first thing I do in my Macro.
02:24Two ways that I can find the command to record a Macro, if I have the
02:28Developer tab available.
02:30It's in the Code group, under Record Macro.
02:33If you don't have the Developer tab displayed, under View > Macros > Record
02:38Macro, you can click and either of those will open this same Record Macro dialog box.
02:44The first thing I need to do is give the Macro a decently descriptive name.
02:49I'm going to call this SingleSpaceSingleCRReformat.
02:57Next, I want to provide a Description that says "This Macro converts double
03:03spaces and double carriage returns found in legacy documents to single spaces and CRs."
03:17I'm also going to make a note about who I am.
03:19I am actually going to sign to this Macro in a way to say Created by me and how to find me.
03:33When I open a document that has Macros that aren't signed, that I can't
03:37necessarily tell what they do without going and opening the Visual Basic Editor,
03:42I get nervous, and I don't want to necessarily use that document or those Macros.
03:47So this is a way that at least people in the organizations that I work with
03:51who'll open this Macro would go yeah!
03:53We know who this person is.
03:55Finally, two different locations to store my recorded Macro in, and I set those upfront.
04:00First, if this is a Macro that I want a used with one document only and I want
04:05the Macro to travel with the document, I'll save it in the document itself.
04:08For example, I could create a Macro that would sort a table in a document.
04:12Well, it's specific to that table.
04:14So I'll store in that document.
04:16But I want to create a Macro that I can use for a wide range of documents.
04:21So, I'm going to store it globally in Normal.dotm, which loads every time
04:27Microsoft Word is launched.
04:29When I click OK, the Macro recorder begins running.
04:33You'll notice that my pointer changes so it has a small icon.
04:36I believe that's a cassette tape.
04:40I have to use some of my keyboard skills now because while we are just
04:44recording, and the pointer is that recorder icon, the Context menu is not enabled.
04:51So, when I right-click, nothing happens.
04:53I'll need to find another way to select all my text, like Ctrl+A. So, I've just
04:58recorded selecting all the text.
05:01Now I'm going to choose the Home tab and click Replace to open the Find
05:06and Replace dialog box.
05:08There are two things I want to find.
05:10First, I want to find places where a space was typed twice.
05:141, 2 and replace everyone of those with one space
05:18I will replace them all at one time in my document.
05:22It says Word has done this 9 times.
05:25Do you want to search the remainder?
05:26This is sort of boilerplate text.
05:29We selected the whole document.
05:30So, there really is no remainder, and we'll simply say No.
05:33Thank you for the replacements.
05:35So, now we don't have the extra space here.
05:39But we still have the two carriage returns.
05:42We want to search again, and I can't simply press the Enter key here.
05:45I actually need to include the character that's the Paragraph Mark.
05:50So, I'm going to click More.
05:53So I'll find the Paragraph Mark here where it says Special.
05:57Now I already have two spaces that I typed in this field.
06:00So I want to select those first and then say look for a Paragraph Mark followed
06:06by another Paragraph Mark.
06:08So, that's all that's here.
06:11When I click in the Replace With Field, it still has the space from last time too.
06:15This is tricky stuff.
06:17So we want to make sure that we don't have that space here anymore, and that we
06:20replace two Paragraph Marks with one Paragraph Mark.
06:24I am going to click Replace All.
06:27It says 9 replacements were made. That makes sense.
06:30There's nine paragraphs.
06:31I don't need it to search anything else.
06:34Now, what I have is my document with only one carriage return at the end of each
06:39line, only one space between sentences.
06:43I'm happy with this.
06:44I could end of my Macro now, but I'd like to end my Macro with this dialog box closed.
06:49So we are going to click Close to close the dialog, and then I'm going to
06:53stop the Macro Recorder.
06:54Three ways to do it.
06:56First, there is a button that I can click in the status bar while a Macro is recording.
07:02I can also go to the Developer tab > Stop Recording or to the View tab >
07:07Macros > Stop Recording.
07:09We are all done recording our Macro.
07:13Now, I want to test it.
07:14I'm going to go back up to the two replacements that were made and undo them.
07:19Now my document is back the way it was before.
07:23I'm going to test my Macro.
07:25Either on the Developer tab, I can go to Macros, or on the View tab,
07:31I can go to Macros > View Macros.
07:34Here is my Macro and I want to Run it.
07:37It says Word has reached the end of the document.
07:399 replacements were made.
07:40So, this is my first dialog.
07:42Do I want to continue searching? No.
07:43Here is my second one. No.
07:46There is my document.
07:47So, I can play this Macro back any time I want to, in any document I like.
07:54Are you tired of following the same steps and doing the same old grind with a
07:58series of documents?
08:00Just record a Macro, and let Microsoft Word do the necessary, but often mindless
08:05tasks in your document workday.
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Assigning a macro to the Ribbon
00:00One final way to customize the Word Ribbon is to add your own custom macros to
00:05the Ribbon, so that they are as accessible as any other commands.
00:09Earlier in this chapter, we created a Reformat tab with a Reformat group, and we
00:16placed on there the commands that we would use when we received a document that
00:20had been created by another workgroup, or was a legacy document that needed to be
00:25pretty radically reformatted.
00:27That would be a time that we might also use this macro that we created.
00:31So we're going to add our single spacing, single carriage return macro here to the Ribbon.
00:38The only choice that I really have is that I might want to put all my macros in
00:42a new group, or I could put it here.
00:44It depends on how I want to arrange my Ribbon.
00:47For right now, I'm going to add it to the Reformat group o