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Creating and saving custom headers and footers

From: Word 2010 Essential Training

Video: Creating and saving custom headers and footers

Word 2010 comes with a great gallery of built-in Headers and Footers. But you need to customize them each time you use them. It's incredibly easy to create and save your own headers and footers, either by customizing the built-in headers and footers, or by starting from scratch. Let's start by inserting a footer in this document. For example, I'm going to choose this blank 3-columns footer. And it has three placeholders for text, totally generic.

Creating and saving custom headers and footers

Word 2010 comes with a great gallery of built-in Headers and Footers. But you need to customize them each time you use them. It's incredibly easy to create and save your own headers and footers, either by customizing the built-in headers and footers, or by starting from scratch. Let's start by inserting a footer in this document. For example, I'm going to choose this blank 3-columns footer. And it has three placeholders for text, totally generic.

In the first placeholder, I'm going to put the symbol for All Rights Reserved. In the middle, I'm going to insert a page number. So I'm going to choose Page Numbers > Current Position, and I want to choose one of those X of Y Bold page numbers. So we'll put that right here. Finally, my last piece of text, I'm going to type "Two Trees Olive Oil." Now, I can format this anyway I wish, so I'm going to bold the Two Trees Olive Oil, and I'm going to choose a theme color for it as well.

So we'll make this Bold, and then by choosing a Theme Color, even if we change the theme in this document, there'll be a color that will be useful. As you're choosing theme colors, by the way, the ones that tend to be primary are farther to the left. So these blues and this red will be used far more frequently in this color scheme than this orange normally would. I'm going to go ahead and choose a dark blue here, and I'm going to apply the same Font Color over here, and it's, of course, still on my dropdown, because it's the last color that I applied. A nice footer.

Now, it took me a little more than a minute to put his Footer together. I want to use this Two Trees Olive Oil simple page number Footer over and over again in my documents. So I'm going to select the entire Footer, and I'm going to go to Insert. I'm going to go to the Footer Gallery, and I'm going to say I want to save this selection right here in my Footer Gallery. Word will pick up the text at the beginning. I want to give this a better name. I actually don't mind having All Rights Reserved here and Page X of Y. I'm going to put in Footers, and I'm going to do something a little different here.

I'm going to create a whole new category that's called Two Trees. I'm also going to put an underscore in front of the two trees. I can save this wherever I want. I can save this in my Building Blocks, and my choice is to insert content only. So if I were in the middle of a paragraph and inserted this, what would I expect to have happen? I want this content to be in its own paragraph, but I don't want it to be on its own page. However, because it's a footer, it will automatically go to the bottom of the page for me. So I'm going to Insert content in its own paragraph and say Ok.

And I'll go back to my Design tab and close my header and footer. So there is my new Footer. Let's create a new document, Ctrl+N, and let's insert our Custom Footer. So we'll find this on the Footer Gallery. The very first group of items listed is Built-In. This is an alphabetical list of groups. Built-In begins with the letter B. By putting an underscore first, in alphabetical order an underscore comes before any letter, and I've just put my new gallery at the very top of this list.

I'm going to do that on every single one of these dropdown lists of building blocks, so that I can easily get to my things more easily even than getting to the Built-In item. So let's go ahead and add this, and you'll notice there is my footer. I never have to create this footer again. It's at the very top of my list of footers. We can also create a corresponding header if we wish, to go along with this. If I decide that I want to change this footer in any way, it's a simple matter of making whatever adjustments I want to make.

For example, I might decide that this text is a little too small, and I'd like to make it larger, or it's too large, and I want to make it smaller. Whatever change I make, if I then go back to my Footer Gallery and I say I want to save this selection, and I enter exactly the same name, it will overwrite this footer that I've already created. So I can't have two footers with the same name. I can, however, easily overwrite a footer that I've created already in order to edit it or to update it, or I could say that this is a smaller version.

This could be a ARR, for All Rights Reserved, Page X of Y, Two Trees, and then I could say small. And I'm going to insert this in its own paragraph, and I'm going to put this in my Category, _Two Trees. Now, when I go take a look, I have two different footers that I can choose from. But headers and footers don't need to contain only text. They can also contain some Graphic elements.

We have a footer that we use routinely in our documents. And so I'm going to go open that footer, and it's called Two Trees graphic footer, and it's just a small table with some design elements and a photo and a page number in it. And I'm going to select this entire table, and then we're going to save this. We're going to go to Insert > Footer > Save Selection to Footer Gallery, and we're going to call this Olive Footer, and I'm going to save this in the two trees category in my Footers Gallery and always insert the content in its own paragraph.

So now, I've added this particular footer to my gallery, and I can choose Insert > Footer. There is my Olive Footer, and it will be placed automatically at the bottom of the page, where footers belong. In my company, we use to purchase several different kinds of custom printed stationary for letters or estimates or proposals, each of which simply had a different header or footer. Now we use custom headers and footers in Microsoft Word, saving the expense of printing all these different custom stationary products for single uses.

Whether you start from Scratch or begin with an existing header and footer, as we just did, creating and saving headers and footers for your organization saves time and can save you money.

Show transcript

This video is part of

Image for Word 2010 Essential Training
Word 2010 Essential Training

89 video lessons · 56855 viewers

Gini Courter
Author

 
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  1. 5m 39s
    1. Welcome
      1m 8s
    2. Using the exercise files
      1m 34s
    3. Creating placeholder text
      2m 57s
  2. 33m 47s
    1. Using the Word interface
      8m 56s
    2. Understanding the Ribbon
      8m 10s
    3. Customizing the Quick Access toolbar
      3m 10s
    4. Using Word's document tools
      8m 5s
    5. Using the Navigation pane to find words or phrases in a document
      5m 26s
  3. 30m 53s
    1. Managing documents with Backstage view
      4m 42s
    2. Creating a new document from a template
      5m 11s
    3. Making it easy to find and open documents
      3m 59s
    4. Saving a Word document for yourself or others
      7m 1s
    5. Printing a document and choosing a printer
      3m 33s
    6. Setting print options
      6m 27s
  4. 24m 24s
    1. Selecting text using the mouse and keyboard shortcuts
      4m 57s
    2. Rearranging text using Cut, Copy, and Paste
      7m 38s
    3. Undoing and redoing actions
      4m 8s
    4. Finding and replacing text
      7m 41s
  5. 27m 40s
    1. Understanding fonts
      6m 32s
    2. Working with fonts
      5m 29s
    3. Applying basic formatting
      6m 25s
    4. Changing the case of text
      4m 22s
    5. Using text effects and adding impact to a document
      4m 52s
  6. 29m 44s
    1. Aligning and justifying paragraphs
      2m 55s
    2. Changing line spacing
      5m 2s
    3. Using indents and setting tabs
      7m 20s
    4. Creating a bulleted or numbered list
      6m 11s
    5. Keeping text together through page breaks
      4m 2s
    6. Applying shading and borders to paragraphs
      4m 14s
  7. 50m 10s
    1. Power formatting with styles
      7m 34s
    2. Changing a document's theme
      6m 59s
    3. Changing style sets, color sets, fonts, and paragraph spacing
      3m 31s
    4. Applying Quick Styles and clearing formatting
      5m 18s
    5. Creating a Quick Style set
      6m 24s
    6. Using the Navigation pane with styles
      3m 1s
    7. Easily creating a table of contents
      5m 32s
    8. Restricting formatting to a selection of styles
      4m 58s
    9. Creating a multilevel list using styles
      6m 53s
  8. 48m 1s
    1. Creating a table to organize text
      6m 11s
    2. Converting text to tables
      3m 36s
    3. Formatting tables for readability
      4m 8s
    4. Adding and removing columns
      5m 36s
    5. Sorting table data
      5m 19s
    6. Merging, splitting, and formatting cells to create a form
      8m 53s
    7. Converting a table to text
      2m 41s
    8. Inserting an Excel table for calculations and charts
      7m 18s
    9. Using Quick Tables
      4m 19s
  9. 1h 7m
    1. Illustrating documents with pictures, shapes, and clip art
      8m 43s
    2. Positioning, sizing, and cropping graphics
      6m 11s
    3. Wrapping text around graphics
      4m 54s
    4. Laying out text and graphics with a table
      6m 50s
    5. Adjusting brightness, contrast, and sharpness of photos
      4m 30s
    6. Applying special effects to graphics
      5m 4s
    7. Applying styles to graphics
      5m 40s
    8. Illustrating with charts: Inserting a chart from Excel
      8m 26s
    9. Illustrating with diagrams: Using SmartArt
      10m 22s
    10. Illustrating with screenshots: Capturing screenshots from your computer
      3m 17s
    11. Illustrating with WordArt
      3m 35s
  10. 34m 10s
    1. Understanding building blocks
      3m 41s
    2. Numbering pages and applying headers and footers
      6m 56s
    3. Adding cover pages and blank pages
      3m 50s
    4. Using text boxes for document design
      8m 16s
    5. Creating and saving custom headers and footers
      6m 21s
    6. Creating and saving Quick Parts
      5m 6s
  11. 23m 40s
    1. Setting page margins, page orientation, and paper size
      6m 30s
    2. Inserting sections to organize a document
      5m 17s
    3. Using columns
      5m 23s
    4. Using watermarks, page borders, and colors
      6m 30s
  12. 20m 15s
    1. Checking spelling and grammar
      5m 6s
    2. Setting proofing and AutoCorrect options
      7m 21s
    3. Using the Thesaurus and Research and Translation tools
      7m 48s
  13. 21m 3s
    1. Tracking changes and showing markup
      5m 29s
    2. Accepting and rejecting changes
      4m 35s
    3. Comparing and combining documents
      6m 42s
    4. Coauthoring documents with SharePoint
      4m 17s
  14. 40m 56s
    1. Trouble-free document sharing
      5m 38s
    2. Emailing a document
      4m 4s
    3. Saving a document to a Windows Live drive
      4m 8s
    4. Saving to SharePoint and sharing a document link
      3m 59s
    5. Using Word on the web
      3m 4s
    6. Blogging with a document
      4m 27s
    7. Finalizing and password-protecting a document
      3m 38s
    8. Restricting editing for all or part of a document
      6m 3s
    9. Digitally signing a document
      5m 55s
  15. 25m 18s
    1. Changing Word options
      5m 42s
    2. Customizing the Ribbon
      7m 22s
    3. Creating and playing a macro
      8m 8s
    4. Assigning a macro to the Ribbon
      4m 6s
  16. 31s
    1. Goodbye
      31s

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