Chapter 8. Enhancing Word Documents

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Basic formatting, such as changing a font or text color, can certainly spruce up a document’s text. However, Word offers so much more to make your document appear polished and professional. You can add a variety of enhancements, such as page numbers, text boxes, headers and footers, and other page elements to give your document added pizzazz.

This chapter shows you how to use several of these key features to build better documents. You learn how to add pages, cover pages, and page numbers. When you work with longer documents, page numbers, headers and footers, and page breaks can help you organize your pages. You also learn how to enhance your document with special formatting features, such as text boxes, symbols, and drop caps.

Adding Headers and Footers in Word

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Inserting a Cover Page

You can add a cover page to your document to display a title, author information, or other text of your choosing. Cover pages are templates with preset designs and placeholder text. Simply replace the template text with your own.

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Image Click the Insert tab on the Ribbon.

Image Click Pages.

Image Click Cover Page.

Image Scroll through and click a cover page template.

Image Word adds the page; you can now fill it in as needed.

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Image Note: Screen Resolution Differences

The layout of the Insert tab varies based on your screen resolution. For example, the Cover Page button displays directly on the Insert tab rather than on a menu below the Pages button with some resolutions. If your screen doesn’t match the figures in this chapter, look for the button you want elsewhere in the Ribbon tab group. Image



Image Tip: Remove It

To remove a cover page you no longer want, click the page, click the Insert tab, click Pages, click Cover Page, and then click Remove Current Cover Page. Image


Inserting a Blank Page

Although Word creates a new page for you as you type when you reach the end of the current page, you might also need to insert a blank page from time to time. For example, you might need a new page in the middle of two existing pages to insert a chart or graphic. Inserting blank pages where you need them is easy.

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Image Click anywhere on the page that you want to appear after the newly inserted page.

Image Click the Insert tab.

Image Click Pages.

Image Click Blank Page.

Image Word adds the page.

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Image Note: Delete It!

To remove a blank page, click the bottom of the page that precedes it, and press Delete until the blank page is removed. Image



Image Tip: Type a Title

Did you know you can type text, such as a title, anywhere on a page? For example, if you just added a blank page to start a new section, you can double-click the center of the page and start typing there. Image


Inserting a Page Break

You can insert a page break anytime you need to manually start a new page. For example, you might want a longer paragraph at the end of a page to remain as a single block of text rather than be broken onto two pages. You can also insert a page break to start a new chapter or topic.

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Image Click where you want the page break to appear.

Image Click Insert.

Image Click Pages.

Image Click Page Break.

Image Word inserts a page break.

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Image Tip: Shortcut!

You can also insert a page quickly using the keyboard shortcut Ctrl+Enter. This command immediately starts a new page where the cursor currently sits. Image



Image Note: More Breaks

You can use several kinds of breaks in Word in addition to page breaks. You can insert column breaks to control how text flows from one column to the next or insert section breaks to help manage long documents. To find more break options, click the Layout tab, and click the Breaks drop-down menu. Image


Inserting Page Numbers

You can insert page numbers to appear in the header and footer areas of your documents. Page numbers are particularly helpful with longer documents, especially when you print them out and need to organize the pages.

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Image Click Insert.

Image Click Page Number.

Image Click a page location for the numbers.

Image Click a style.

Image Word applies the numbers to your document pages and opens the Header & Footer Tools on the Ribbon.

Image Click Close Header and Footer to exit.

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Image Note: Format Them!

You can easily change the formatting for page numbers. To change font, size, or color, for example, select the page number in the header or footer area and apply any formatting from the Home tab, such as making the numbers bold or red. To change the number style, click the Page Number drop-down menu on the Header & Footer Tools–Design tab, and then click Format Page Number. This opens a dialog box where you can specify other styles, such as Roman numerals. Learn more about headers and footers in the next task. Image


Adding Headers and Footers

You can use headers and footers in your documents to add special information to every page, such as a title and date at the top of each page, or a company name and address at the bottom. Header and footer information appears outside the regular text margins at the top (headers) or bottom (footers) of the document.

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Image Click Insert.

Image Click Header or Footer.

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Image Scroll through and click a header or footer style.

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Image Word applies it to the document and displays the Design tab for Header & Footer Tools. In this example, a header is added.

Image Replace any placeholder header or footer text.

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Image Note: Working with Fields

Header and footer elements are built out of fields, which hold pieces of information that update, such as page numbers or dates. You can add and subtract specific fields from a header or footer to customize it. For example, you can insert a date and time field that updates every time you open the document. Image


Image To insert a specific field, such as the document title or author name, click Document Info on the Header & Footer Tools–Design tab, and select a field.

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Image Word inserts the specified field; in this example, an author name field is added to the header.

Image To navigate between headers and footers, click the Go to Header or Go to Footer button.

Image To exit the header and footer area of a document, click the Close Header and Footer button.

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Image Tip: Header and Footer Shortcuts

When you work with headers and footers, a dotted line separates the header or footer area from the rest of the document page. If you double-click outside the header or footer area, or press Esc, Word automatically closes the Header/Footer view for you. To reopen the view again, double-click inside the header or footer area at the top or bottom of the page. Image


Editing Headers and Footers

You can edit your headers and footers to make changes to the text or fields. You can add new fields, remove others, and adjust the formatting to suit your preferences. You can also delete headers and footers you no longer want.

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Image Double-click in the header or footer area you want to edit.

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Image Select and make any changes to the header or footer elements as needed, such as formatting, typing in different text, or adding more fields.

Image Use the Options tools to change how headers, footers, and documents appear while working in Header and Footer mode.

Image Use the Position tools to change the position and alignment of header and footer elements.

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Image Tip: Navigating Tools

You can use the tools in the Navigation group on the Design tab to navigate back and forth between header and footer areas in your document. For example, click the Go to Footer button to quickly view and make changes to the footer area. Image


Image To remove a header or footer, click the Header or Footer button on the Header & Footer Tools–Design tab.

Image Click Remove Header or Remove Footer.

Image Word removes the header or footer.

Image To exit the header and footer area, click the Close Header and Footer button.

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Image Tip: Customize Headers and Footers

Headers and footers display on every page unless you specify otherwise. To control this, click the Layout tab, and then click the More button in the lower-right corner of the Page Setup group. On the Layout tab of the Page Setup dialog box you find options for placing different odd and even or first-page headers and footers. Image


Inserting a Text Box

You can use a text box to add text to a picture, such as a caption or title, or to hold a picture, quote, or other element you want to appear separate from the main document text. Text boxes act as containers that you can move around on the document page.

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Image Click Insert.

Image Click Text Box.

Image Click a text box style.

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Image Word inserts a placeholder box and displays the Format tab on the Ribbon.

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Image Type the text you want to appear in the box.

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Image Tip: Text Box Variety

Text boxes come in a variety of preset styles you can choose from, or you can insert a simple text box and add your own formatting later. To check online for more text box styles, click the More Text Boxes from Office.com command in the Text Box drop-down gallery. Image


Image To move a text box, position the mouse pointer over an edge of the box and then drag it to a new location onscreen.

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Image To resize the box, click and drag a selection handle.

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Image To add shading to a text box background, click the Shape Fill button and choose a shading color.

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Image To control additional layout options, click the Layout Options button and choose a text wrap selection.

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Image Tip: Easy Formatting

You can format text within a text box using the same controls you use to format the rest of your document text. In addition, you can use the Drawing Tools–Format tab to make changes to the text box shape, color, background, and alignment. Image


Inserting a Drop Cap

A drop cap typically appears at the start of a paragraph, usually much larger in size than the rest of the text. Drop caps are commonly used in book publishing to mark the opening paragraph of a new chapter. You can use drop caps to add visual emphasis to your text.

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Image Select the text character you want to turn into a drop cap.

Image Click the Insert tab.

Image Click the Add a Drop Cap button.

Image Click Dropped.

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Image The drop cap is added and you can format it to suit your needs.

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Image Tip: Remove It

To delete a drop cap, select it, click the Add a Drop Cap button, and choose None from the drop-down menu. Image


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Inserting a Date

You can insert a date or time field into a document that automatically updates every time you open the file. You can also keep the date static (that is, unchanging) if you like.

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Image Click where you want to insert a date.

Image Click the Insert tab.

Image Click the Insert Date and Time button.

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Image Word opens the Date and Time dialog box; click a format for the date or time.

Image Click OK.

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Image The current date and time are added.

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Image Tip: Automatic Update

If you want the date or time to update automatically, make sure you click the Update Automatically check box in the Date and Time dialog box. Image


Inserting a Symbol

You might need to insert special symbols or characters from time to time, such as a copyright symbol or a registered trademark. Special symbols also include mathematical signs, special quotes, foreign language symbols, and more.

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Image Click where you want to insert a symbol.

Image Click the Insert tab.

Image Click Symbols.

Image Click Symbol.

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Image Click a symbol from the list.

Image To view more symbols, click More Symbols.

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Image Word opens the Symbol dialog box; click the Symbols tab to view symbols.

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Image Tip: More Symbols

If you don’t see the symbol or special character you’re looking for, you can switch to another font or symbol subset in the Symbol dialog box using the drop-down arrows. Image


Image Click the Special Characters tab to view special characters.

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Image Click the symbol or character you want to add.

Image Click Insert.

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Image The symbol appears in the document.

Image Click Close to exit the dialog box.

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Image Tip: Symbol Shortcuts

Some symbols have their own shortcut keys you can press to quickly add the symbol to any spot in a document. For example, pressing Alt+Ctrl+C inserts the copyright (©) symbol, and pressing Alt+Ctrl+R inserts the registered symbol (®). Look for keyboard shortcut keys for common symbols on the Special Characters tab in the Symbol dialog box. Image


Inserting a Hyperlink

You can insert a hyperlink into a document that, when clicked, jumps you to another location in your existing document, another document, or a web page on the Internet.

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Image Select the text or graphic you want to turn into a hyperlink.

Image Click the Insert tab.

Image Click Links.

Image Click Hyperlink.

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Image The Insert Hyperlink dialog box opens; click which type of link you want to create.

Image Navigate to the item you want to link to; depending on the type of link you create, different options are available for selection.

Image Click OK.

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Image Word formats the selected text as a hyperlink.

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Image Note: Add a ScreenTip

You can add text that displays whenever you hover the mouse pointer over the link. In the Insert Hyperlink dialog box, click the ScreenTip button, and type in your text. Image


Inserting a Bookmark

You can insert a hyperlink into a document that, when clicked, jumps you to another location in your existing document, another document, or a web page on the Internet.

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Image Select the text or graphic you want to turn into a hyperlink.

Image Click the Insert tab.

Image Click Links.

Image Click Bookmark.

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Image The Bookmark dialog box opens; type a name for the new bookmark.

Image Click Add and Word saves the bookmark.

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Image Note: Navigate to a Bookmark

To navigate to a bookmark in your document, click the Home tab on the Ribbon, click Find, and click Go To. Word opens the Find dialog box. In the Go To tab, click Bookmark, and then select your bookmark from the drop-down list. Image


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