COURSE GUIDE Word 2007 : Formatting Techniques Everyone Should Know Decker Center for Teaching, Learning, and Technology GOUCHER COLLEGE 410-337-6066 training@goucher.edu www.goucher.edu/training 2009 by Information Technology, Goucher College All rights reserved. No part of this booklet may be used or reproduced in any form or by any means, or stored in a database or retrieval system, without prior written permission of the publisher except in the case of brief quotations embodied in critical articles and reviews. Making copies of any part of this booklet for any purpose other than your own personal use is a violation of United States copyright laws. This booklet is intended for use as a reference for faculty, staff and students of Goucher College who have or will be attending instructor led training. For information write to Goucher College, Information Technology, 1021 Dulaney Valley Road, Baltimore, Maryland 21204-2794. Table of Contents Chapter One: Character Formatting............................................................................... 5 Selecting Text ................................................................................................................... 6 By Dragging ................................................................................................................................................ 6 By Clicking .................................................................................................................................................. 6 Using the Selection Area............................................................................................................... 7 AutoFormat As You Type ............................................................................................................. 8 Styles .............................................................................................................................................. 10 To Apply A Style ...................................................................................................................................... 10 To Modify A Style .................................................................................................................................... 10 To Create a New Style ............................................................................................................................. 11 Chapter Two: Positioning Text ..................................................................................... 13 Tabs ................................................................................................................................................. 14 Tabs ................................................................................................................................................. 14 Setting Tabs With The Ruler ................................................................................................................... 15 Setting Tabs From An Option Window ................................................................................................ 15 Indenting Text .............................................................................................................................. 16 Using the Toolbar ..................................................................................................................................... 16 Using the Ruler ......................................................................................................................................... 17 Wrapping Text .............................................................................................................................. 18 Chapter Three: Document Formatting ......................................................................... 20 Headers and Footers .................................................................................................................... 21 Inserting A Header or Footer ................................................................................................................. 21 Editing A Header or Footer .................................................................................................................... 21 Using Section Breaks ................................................................................................................... 22 Inserting a Section Break ......................................................................................................................... 22 Intro| Word 2007 Formatting Techniques 3 S PECIAL N OTATIONS AND S YMBOLS Notation Example Description Keystroke [ENTER] Press Enter on the keyboard Button/Mouse OK Click on OK in the current window Ribbon Item Tools > Options Go to the Tools ribbon and select Options. Notation Graphic Hot Tip! Caution! 4 Word | Formatting Techniques Everyone Should Know Chapter One: Character Formatting In this lesson, learn how to … Select text in three different ways Use Auto formatting options Apply and modify styles Chapter One| Character Formatting 5 Selecting Text Before you can edit or format existing text, you must select it. This is called Selecting or Highlighting. HOT TIP Word 2007 automatically selects the entire word when you drag beyond its boundaries. By Dragging To select text by dragging, position the mouse at either end of the text to be selected, hold the mouse button down and move to the other end of the text. Release the mouse button. By Clicking Double Click text to select a word. [CTRL] + Click text to select a sentence. Triple Click text to select a paragraph. 6 Word | Formatting Techniques Everyone Should Know Using the Selection Area The area between the left margin of the document and the actual text is called the Selection Area because clicking with the mouse in this area will select lines of text. When your cursor looks like an arrow pointing to the right, you are in the Selection Area. Single Click in the selection area to select a line of HOT TIP You can also select the entire document using [CTRL] + A text. Double Click in the selection area to select a paragraph. Triple Click in the selection area to select the entire document. Chapter One| Character Formatting 7 AutoFormat as You Type This Word feature will automatically apply special formatting to certain word combinations as you type your document. Examples include: 8 AutoFormat Borders Description “---“ or “===” followed by enter are replaced with a horizontal line extending between the margins Fractions 1/4, 1/2 or 3/4 followed by a space are replaced with ¼, ½, or ¾. Ordinals Numbers followed by -st, -nd, -rd and a space such as 1st, 2nd, or 3rd, are replaced with 1st, 2nd, 3rd. Numbered Lists If you start a numbered list by typing a number followed by a space, when you press enter, the numbered list is continued automatically. Bulleted Lists If you start a bulleted list by typing *, >, or – (hyphen), followed by a space, the bulleted symbol is continued automatically. Web Links If you type in a web site address, or an e-mail address followed by a space, it automatically turns blue, is underlined, and becomes a link. Example: training@goucher.edu Word | Formatting Techniques Everyone Should Know You can selectively turn on or off these options by clicking the Office Button and then choosing Word Options. Office Button Word Options Go to Proofing > AutoCorrect Options and select the “AutoFormat as You Type” tab Chapter One| Character Formatting 9 Styles Styles are used in Microsoft Word to apply consistent formatting to various sections of a document. For example, there are several built-in styles for headings. Heading 1 is a bit bigger and bolder than Heading 2 or Heading 3. These styles can be applied or modified at any time and new styles can be added. If you change the Heading 1 style, all the text in your document formatted with this style will change at the same time. This can save a lot of effort and result in a clean and professional looking document. To Apply A Style STEPS 1. Highlight the text to be formatted 2. From the Home ribbon, click on the desired style from the Styles Gallery. To see more styles, expand the gallery using the very bottom down-arrow to the right of the Styles group. To Modify A Style STEPS 1. Make the desired formatting changes manually and select the text when it is correctly displayed. 2. From the Home ribbon, right-click on the style to be modified. 3. Select “Update <style name> to match selection”. 10 Word | Formatting Techniques Everyone Should Know To Create a New Style STEPS 1. Make the desired formatting changes manually and select the text when it is correctly displayed. 2. From the Home ribbon, expand the Styles gallery using the very bottom down-arrow to the right of the Styles group. 3. Select “Save selection as new Quick Style”. 4. Type in a name for the new style that is not already in use and click OK. Chapter One| Character Formatting 11 E XERCISE O NE You will be working on formatting an advertising pamphlet for the Towsonbased company Business Solutions International. 1. Open the file “Conference Seminars”. 2. Drag to select the document title “Business Solutions International Conferences” and apply formatting to make it size 28pt font, bold and centered. 3. Using “===” create a border under the document title. 4. Create a new style (Times New Roman, underlined, bold, size 14 font), name it “Style A”. 5. Use [CTRL] + click to select each of the paragraph titles and then apply “Style A” to it. 6. Triple-click and change the entire document to Times New Roman font. 12 Word | Formatting Techniques Everyone Should Know Chapter Two: Positioning Text In this chapter, learn how to … Set left, right, center, and leader tabs Indent text Wrap text around a picture Chapter Two| Positioning Text 13 Tabs Pressing the [TAB] key on the keyboard will move the cursor to a set distance, usually creating a gap in the text. Tab stops are set at every ½ inch by default, but this is overwritten when you insert your own tabs. Not only do you have to decide where you want new tabs to be, but you also have to decide what kind of tab you want. Tab Type Left Right Center Decimal Leader * Bar * Icon Description (Default) Left-aligns all the following text to the tab position. Right-aligns all the following text to the tab position Center-aligns all the following text at the tab position. Aligns the period (.) of the following text to the tab position. Used to line up a column of numbers by creating a set location for the decimal place. Repeats a symbol such as a period to create a line between the insertion point and the tab position. Used to create phone lists, tables of contents, etc. Inserts a vertical line (|) at the tab position. This was used to create forms in earlier versions of word processing. *Cannot be set using the toolbar method. 14 Word | Formatting Techniques Everyone Should Know Setting Tabs with the Ruler STEPS 1. Go to the View ribbon and select the ruler option under the “Show/Hide” tab. 2. Click on the Tab Type button until you see the type of tab to want to set. (Leader and bar tabs are not available on the toolbar.) 3. Click on the ruler where you want to place the tab stop (Do not drag. Just click and let go). Setting Tabs from an Option Window STEPS 1. From the Page Layout ribbon, expand the Paragraph group. 2. Click the TABS button. 3. To set a new tab stop, type in the location in inches. 4. Select a Tab type. 5. If desired, select a Leader. (This will create a line from the cursor to the Tab Stop.) 6. Click on SET. Chapter Two| Positioning Text 15 Indenting Text An indent creates a temporary margin for word wrapping. In a large document, it may be necessary to set paragraphs apart by indenting them. This is particularly helpful when working with quotations. Unlike a tab setting, an indent affects every line of the paragraph, not just the first line. You can indent from the toolbar, the ruler, or the menu. Using the Toolbar STEPS 1. Select the paragraph(s) to be indented. 2. Click on the INCREASE INDENT button or DECREASE INDENT button on the Home ribbon. The selected paragraph is moved in the appropriate direction. The toolbar only allows you to affect the left indent of a paragraph. 16 Word | Formatting Techniques Everyone Should Know Using the Ruler When you use the ruler, you have more indent options. You can create a normal indent, a hanging indent, a first line indent, or a right indent by simply dragging the mouse: First Line Indent Right Indent Hanging Indent Type Hanging Indent Description Leaves the 1 line alone and indents all other lines. Indents the 1st line only. Indents from the right margin into the document. st First Line Indent Right Indent Chapter Two| Positioning Text 17 Wrapping Text When using graphics and charts in a document, it is often helpful to position the text in relation to these objects. By default, objects and pictures are locked to the cursor and do not “float”. To change this, you must choose a new text wrapping style. STEPS 1. Insert the new object into your document. By default, it will appear “In line with text”, meaning that it will be attached to the cursor like any other text. 2. Click on the object, and then go to Picture Tools > Text Wrapping. Click on the desired wrapping option. 18 Word | Formatting Techniques Everyone Should Know E XERCISE T WO 1. Open the file “Conference Seminars” from Exercise One 2. Insert in a business-related piece of ClipArt below the document title. 3. Change the Text Wrapping of the image to “Tight”. 4. Create a ½ inch First Line Indent for each of the paragraphs (not the questionbased titles) using the Ruler. 5. Set the Tab stop to 1.5 inches. 6. Use the new tab once on the line “Visit our website at www.bussolintl.com.” 7. Save the file. Chapter Two| Positioning Text 19 Chapter Three: Document Formatting In this chapter, learn how to … Set up headers and footers Set up chapter-based page numbering 20 Word | Formatting Techniques Everyone Should Know Headers and Footers HOT TIP Headers and Footers apply to an entire document. Change one and you change them all. Enter descriptive text… Headers and footers include text or graphics that appear at the top or bottom of every page just like letterhead. In addition, they are linked. This way, if a change is made to the header/footer on page 2, it will change every header/footer in the document. You must be in Print Layout View to see headers/footers. (Word switches to Print Layout View automatically if you try to view your header/footers.) Inserting A Header or Footer STEPS 1. Go to the Insert ribbon. 2. Click on HEADER, FOOTER, or PAGE NUMBER Editing A Header or Footer STEPS 1. Double-click in the Header or Footer area of the document. A new ribbon will appear for Header/Footer formatting. 2. To exit back to the main text, double-click on the main document area. Chapter Three | Headers and Footers 21 Using Section Breaks Sometimes it is necessary to divide a document up into multiple sections using section breaks. This is necessary when you need to use more than one page orientation in the document (landscape and portrait) or if you want to vary the headers or footers throughout the document. STEPS Inserting a Section Break 1. Move the cursor to the point where a new section should appear. 2. Go to Page Layout > Breaks. 3. Choose Next Page Section Break. Headers/Footers are automatically linked to each previous section. By default, changing one changes them all. To break this connection, double-click in the Header/Footer area, then click the LINK TO PREVIOUS button. 22 Word | Formatting Techniques Everyone Should Know Adjusting Page Orientation STEPS 1. Insert Section Break (instructions on page 22) 2. Select the page/section. 3. Go to the Page Layout tab. 4. Expand the Page Setup options. 5. Select Portrait or Landscape Orientation 6. Under Preview, select the appropriate option under “Apply to:” Chapter Three | Headers and Footers 23 E XERCISE T HREE 1. Open the file “Conference Seminars” from Exercise Two. 2. Insert a Footer that includes your name and the date. 3. Insert a page break after the title information 4. Shift the 1st page orientation to landscape, while keeping the 2nd page in portrait. 24 Word | Formatting Techniques Everyone Should Know