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VII: Customizing and Extending Word
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VII: Customizing and Extending Word
by Faithe Wempen
Word 2016 In Depth
About This E-Book
Title Page
Copyright Page
Contents at a Glance
Contents
About the Author
Dedication
Acknowledgments
Tell Us What You Think!
Reader Services
Introduction
How This Book is Organized
Part I: Working with Text
Part II: Formatting a Document
Part III: Tables and Graphics
Part IV: Collecting and Managing Data
Part V: Working with Long Documents
Part VI: Collaboration and Online Sharing
Part VII: Customizing and Extending Word
Part VIII: Appendixes
Conventions Used in This Book
I: Working with Text
1. Creating and Saving Documents
Understanding the Word Interface
Tabs and the Ribbon
Backstage View
The Mini Toolbar
Galleries, Dialog Boxes, and Panes
Working with Views
Switching Document Views
Showing or Hiding Onscreen Elements
Changing the Zoom
Displaying Multiple Documents and Windows
Using the Help System
Starting a New Document
Creating a Blank Document
Creating a Document Based on a Microsoft Template
Creating a Document Based on a Personal Template
Saving a Document
Choosing a Save Location
Managing the Quick Access List (or Favorites List)
Selecting an Appropriate File Format
Saving in Web Format
Opening a Document
Opening a Recently Used Document
Opening a Document with the Open Dialog Box
Changing the File List View in the Open Dialog Box
Opening Other File Types
Opening Files in Special Modes
Making a Document Read-Only
Working with File Properties
Defining Custom Properties
Automatically Updating Custom Properties
Setting File-Handling Preferences
Returning to the Word 2010 Style of Saving and Opening
Setting the Default Save Location and File Type
Setting an AutoRecover Interval
2. Typing and Editing Text
Text Entry and Editing Basics
Switching Between Insert and Overtype Modes
Undoing, Redoing, and Repeating
Inserting Symbols and Special Characters
Moving Around in a Document
Scrolling
Moving the Insertion Point with Click and Type
Navigating with Keyboard Shortcuts
Selecting Text and Other Objects
Moving and Copying Text and Objects
Moving or Copying Text with Drag-and-Drop
Using Cut, Copy, and Paste
Keeping or Discarding Formatting When Pasting
Pasting with Paste Special
Using the Office Clipboard
Locating Specific Content
Finding and Replacing
Using Go To
Displaying a Document Map
Displaying Page Thumbnails
Evaluating Readability
Viewing Word Count
Controlling Hyphenation
Enabling or Disabling Automatic Hyphenation
Turning Off Automatic Hyphenation for Specific Text
Hyphenating a Document Manually
Inserting Dummy Text
Working with Building Blocks
Creating a Building Block
Inserting a Building Block
Deleting Building Blocks
Changing a Building Block’s Properties
3. Correcting and Printing Documents
Correcting Spelling and Grammatical Errors
Checking the Spelling of an Individual Word
Fixing Individual Grammatical Errors
Performing an Interactive Spelling and Grammar Check
Finding Proofing Errors
Customizing Spelling and Grammar Options
Customizing Grammar Rules
Managing the Spelling Dictionaries
Checking Spelling and Grammar in Multiple Languages
Automating Corrections with AutoCorrect
Rejecting an Automatic Correction
Setting AutoCorrect Options
Changing or Removing an AutoCorrect Entry
Adding a Plain Text AutoCorrect Entry
Adding a Formatted or Graphical AutoCorrect Entry
Configuring Math AutoCorrect
Working with Actions
Performing an Action
Configuring Action Settings
Using Research Tools
Checking a Word’s Definition with a Dictionary
Finding Words with a Thesaurus
Translating Text into Other Languages
Looking Up Information at a Research Site
Customizing and Extending the Research Tools
Printing a Document
Printing Quickly with Default Settings
Printing the Current Document
Using Print Preview
Setting Print Options for Word Documents
Setting Options for a Certain Printer
Storing Different Properties for a Single Printer
Printing Iron-On Transfers
Managing a Print Queue
Faxing Documents
Faxing a Document with a Fax Modem
Faxing with Windows
II: Formatting a Document
4. Applying Character Formatting
Understanding How Fonts Are Applied
Changing the Text Font and Size
Setting the Default Font
More About Font Types
Adding More Fonts to Your System
Embedding and Substituting Fonts
Changing Font Color and Style
Changing Font Color
Bold and Italic: Applying Font Styles
Underlining Text
Applying Font Effects and Text Effects
Changing Text Case
Highlighting Text
Adjusting Character Spacing and Typography
Creating a Drop Cap
Clearing Formatting
Copying Formatting with Format Painter
Revealing and Comparing Formatting
Using AutoFormat
Setting AutoFormat As You Type Options
Formatting a Document with AutoFormat
5. Formatting Paragraphs and Lists
How Word Handles Paragraphs
Setting Line Spacing
Choosing a Line Spacing Multiplier
Setting a Precise Line Spacing Value
Setting Spacing Before or After a Paragraph
Indenting Paragraphs
Setting Precise Indent Values
Quick Indenting with Buttons and Shortcuts
Visually Indenting with the Ruler
Working with Tab Stops
Types of Tab Stops
Placing and Removing Tab Stops on the Ruler
Defining Tab Stops with the Tabs Dialog Box
Changing the Default Tab Stop Interval
Converting a Tabbed List to a Table
Copying Tab Stop Settings Between Paragraphs
Setting Paragraph Alignment
Creating Numbered and Bulleted Lists
Typing a Quick Numbered or Bulleted List
Creating Lists with AutoFormat As You Type
Restarting or Continuing List Numbering
Starting a List at a Certain Number
Changing the Number Format
Changing the Bullet Character
Changing the List Level
Adjusting Bullet or Number Spacing and Indents
Applying Paragraph Borders
Applying and Removing Borders
Formatting Borders
Applying Paragraph Shading
Preventing Paragraphs from Breaking
6. Creating and Applying Styles and Themes
Understanding Styles
Methods of Applying Styles
Methods of Creating and Modifying Styles
Working with the Style Gallery
Changing the Style Set
Using the Styles Pane
Using the Apply Styles Pane
Customizing the Styles Pane
Clearing Styles and Formatting
Viewing the Style Area
Creating and Deleting Styles
Style Naming and Alternate Names
Creating a New Style by Example
Creating a New Style by Definition
Applying a Keyboard Shortcut to a Style
Deleting a Style
Modifying Styles
Updating a Style Automatically
Updating a Style to Match a Selection
Modifying a Style Definition
Redefining the Normal (Default) Style
Renaming Styles
Working with Cascading Styles
Modifying the Styles in the Current Template
Modifying Styles in the Manage Styles Dialog Box
Sorting the Styles List
Filtering the Styles List
Copying Styles Between Documents
Working with Themes
Applying a Theme
Resetting to the Template Theme
Creating New Themes
Applying a Color Scheme
Creating a New Color Scheme
Editing an Existing Color Scheme
Applying a Font Scheme
Creating a New Font Scheme
Applying an Effect Scheme
Changing the Default Theme Settings
7. Formatting Documents and Sections
Working with Section Breaks
Inserting a Section Break
Deleting a Section Break
Changing a Section Break’s Type
Changing Page Margins
Selecting a Margin Preset
Entering Precise Margin Values
Setting Up Gutters and Book Folds
Setting Page Orientation
Setting Paper Size
Setting Vertical Alignment
Using Line Numbering
Inserting Page Breaks
Inserting Cover Pages
Saving Content as a New Cover Page
Creating Headers and Footers
Understanding the Header and Footer Areas
Inserting a Header or Footer Building Block
Understanding Header/Footer Field Codes
Deleting a Field Code
Adding and Formatting a Page-Numbering Code
Setting the Format for a Page-Numbering Code
Inserting a Date or Time Code
Inserting a Document Property
Adjusting Header and Footer Positioning
Inserting a Picture in a Header or Footer
Working with Multiple Headers/Footers
Repeating Elements on Every Page
Applying a Page Watermark
Inserting a Built-In Watermark
Inserting a Custom Text Watermark
Creating a Picture Watermark
Working with Multiple Columns
Applying a Column Preset
Creating Manual Column Breaks
Applying Custom Column Settings
Using Different Column Settings for Selected Text
Applying a Page Background
Using Page Borders
8. Working with Templates and Nonstandard Layouts
About Templates
Types of Template Files
Determining What Template a Document Is Using
Starting a New Document Based on a Template
Using a Microsoft Template
Using a Personal or Custom Template
Saving an Existing Document as a Template
Modifying Templates
Understanding Template Storage Locations
Opening a Template for Editing
Storing and Accessing Workgroup Templates
Modifying a Template by Modifying the Current Document
Protecting Templates
Creating Your Own Templates
Changing a Document’s Template
Applying Global Templates
Enabling Global Templates at Startup
Preventing a Template from Loading at Startup
Automatically Changing the Template of All Documents Opened
Troubleshooting Problems with Normal.dotm
Creating Text Box Layouts
Inserting a Text Box
Moving and Resizing a Text Box
Applying and Removing Text Box Borders and Fills
Changing the Text Box Shape
Setting Text Box Margins and Vertical Alignment
Wrapping Text Around a Text Box
Linking Text Boxes
Breaking the Link
Changing the Text Direction
Tips for Creating Text Box Layouts
Working with Frames
Creating Banners
Addressing Envelopes
Adding an Envelope to a Letter
Setting the Envelope Size
Changing the Address Position
Changing the Envelope Font
Printing an Envelope
Controlling How Envelopes Feed into Your Printer
Storing and Retrieving Addresses
Adding Graphics to an Envelope
Using E-Postage with Word
Creating Labels
Printing a Full Page of the Same Label
Printing a Single Label
Creating a Custom Label Specification
Fine-Tuning the Label Appearance
Creating Folded Note Cards
Using Card Templates
Specifying the Paper Size and Type
Creating Upside-Down Text
III: Tables and Graphics
9. Creating and Formatting Tables
Creating a Table
Inserting a Table from the Table Menu
Inserting a Table via the Insert Table Dialog Box
Drawing a Table
Entering Data in a Table
Editing a Table
Selecting Cells
Selecting Rows, Columns, or Tables
Inserting Rows, Columns, or Cells
Deleting Rows, Columns, or Cells
Deleting an Entire Table
Moving and Copying Rows and Columns
Merging and Splitting Cells
Splitting a Table
Creating a Nested Table
Sizing a Table
Changing the AutoFit Setting
Resizing by Dragging
Specifying an Exact Size
Distributing Column Widths Evenly
Resizing the Entire Table
Formatting a Table
Applying Table Styles
Setting the Default Table Style
Creating or Modifying Table Styles
Changing the Cell Background Color
Working with Cell Borders
Setting Cell Margins
Setting Overall Internal Margins for the Table
Setting Internal Margins for an Individual Cell
Setting Text Alignment Within a Cell
Changing Text Direction
Repeating Headings on Each Page
Preventing a Row from Breaking Across Pages
Orienting the Table on the Page
Setting Table Alignment
Setting Table Text Wrap
Creating a Table Caption
Sorting Tabular Data
Performing Math Calculations in a Table
Setting the Order of Operations
Referencing Values Outside the Table
Getting Data Into or Out of Tabular Format
Converting Text to a Table
Converting a Table to Regular Text
Pasting Tables from Other Office Applications
Embedding Excel Worksheets as Tables
10. Working with Pictures and Videos
Understanding Digital Photography
Understanding Color Models
Understanding Color Depth
Understanding File Formats
Understanding Image Resolution
Inserting Pictures
Inserting a Picture from a File
Inserting a Picture from Your OneDrive
Inserting a Picture from a Bing Search
Capturing and Inserting Screenshots
Setting Text Wrap
Setting Picture Position
Manually Positioning a Picture
Working with Anchors
Changing a Picture’s Anchor Point
Locking an Anchor
Choosing a Position Preset
Specifying a Custom Position
Resizing Pictures
Cropping Pictures
Compressing Pictures
Setting the Brightness, Contrast, and Color Mode
Adjusting Brightness and Contrast
Sharpening or Softening a Picture
Changing the Color Mode
Setting a Transparent Color
Removing a Picture Background
Applying Artistic Effects
Applying Picture Styles and Effects
Applying a Picture Style
Applying a Picture Preset
Applying a Shadow Effect
Applying Reflection
Applying Glow
Applying Soft Edges
Applying a Beveled Edge and Other 3-D Formatting
Rotating a Picture
Applying a Picture Border
Applying Picture Layouts (SmartArt)
Using Figure Captions
Adding Alt Text Descriptions
Inserting Videos and Interactive Content
Inserting a Video from an Online Source
Inserting Video Clips from Your Own Files
11. Working with Drawings and WordArt
Understanding Vector Graphics
Drawing Lines and Shapes
Drawing a Shape
Drawing a Straight or Curved Line
Drawing a Freeform Polygon
Working with the Drawing Canvas
Adding Text to a Shape
Modifying Drawn Objects
Modifying a Straight Line
Adding and Removing Arrow Heads
Modifying an Elbow or Curved Connector
Modifying Curves and Scribbles
Modifying Shapes
Rotating and Flipping Objects
Sizing and Positioning Objects
Sizing Objects
Setting Position and Text Wrapping
Anchoring Lines to Shapes
Layering Objects and Text
Grouping Shapes
Aligning and Distributing Objects
Formatting Drawn Objects
Applying Shape Styles
Formatting Borders
Applying Solid Fills
Applying a Picture Fill
Cropping a Picture to a Shape
Applying a Gradient Fill
Applying a Texture Fill
Applying a Pattern Fill
Applying Shadows
Applying 3-D Effects
Creating and Modifying WordArt
Editing and Formatting WordArt Text
Changing WordArt Text Wrap
Transforming the WordArt Shape
Changing the Fill and Outline
Creating Vertical WordArt
Setting WordArt Alignment
Working with Clip Art
Applying Clip Art Background Fill
Editing Clip Art in Word
12. Working with Charts
Understanding the Parts of a Chart
Creating a New Chart
Creating a Chart in a Word Document
Creating a Legacy Chart
Working with Chart Templates
Creating a Chart Template
Starting a New Chart Based on a User Template
Managing Stored Chart Templates
Modifying Chart Data
Editing the Data
Changing the Charted Data Range
Switching Between Rows and Columns
Controlling How the Chart and Document Interact
Setting Text Wrapping
Positioning a Chart
Changing the Chart Type
Creating a Combination Chart
Working with Chart Elements
Applying a Quick Layout
Adding a Chart Title
Working with Legends
Using Data Labels
Applying Axis Titles
Modifying Axis Properties
Using Gridlines
Adding Trendlines
Adding Error Bars
Adding Up/Down Bars
Adding and Formatting a Data Table
Applying Chart Styles and Colors
Formatting Individual Chart Elements
Selecting Chart Elements
Clearing Manually Applied Formatting
Applying a Shape Style
Applying Shape Outlines and Fills
Applying Shape Effects
Applying Shadow Effects
Applying Reflection Effects
Applying Glow Effects
Applying Soft Edge Effects
Applying Bevel Effects
Changing the Shape of a Series
Adjusting Data Spacing
Formatting Chart Text
Changing the Font, Size, and Text Attributes
Applying a WordArt Style
13. Working with SmartArt and Math Formulas
Types of SmartArt
Inserting a SmartArt Diagram
Changing the Diagram’s Layout
Choosing a Different Layout
Changing the Flow Direction
Adding Shapes
Removing Shapes
Promoting or Demoting a Shape
Adding Bulleted Lists
Positioning Organization Chart Branches
Working with Diagram Text
Adding and Editing Text
Formatting Diagram Text
Changing the Font by Applying a Font Set
Changing the Font, Size, and Text Attributes Manually
Applying WordArt Styles to Text
Using the Text Pane
Setting Text Positioning Within a Shape
Formatting a Diagram
Applying SmartArt Styles
Changing the Theme Effects for the Entire Document
Changing Diagram Colors
Formatting an Individual Shape
Applying a Shape Style
Applying Shape Outlines, Fills, and Effects
Changing the Shape Geometry
Sizing, Positioning, and Rotating a Shape
Controlling Diagram Size and Positioning
Resizing a Diagram
Positioning a Diagram
Creating Math Formulas with the Equation Editor
Inserting a Preset Equation
Creating a New Blank Equation Object
Creating a Basic Equation
Inserting and Filling Structures
Setting Equation Layout and Display Options
Formatting an Equation
Switching Between Inline and Display Mode
Saving an Equation to the Equation Gallery
IV: Collecting and Managing Data
14. Performing Mail and Data Merges
Understanding Mail Merges
Performing a Letter Merge with the Mail Merge Wizard
Selecting a Main Document Type
Setting Envelope Options
Setting Label Options
Selecting a Data Source
Choosing an Outlook Contact List as a Data Source
Choosing an Existing Data Source
Choosing an Excel Data Source
Choosing a Word Data Source
Choosing a Delimited Text Data Source
Setting Up an Oracle or SQL Database as a Data Source
Using an ODBC Data Source
Creating a New Data Source in Word
Customizing Fields
Editing the Data Source
Preparing the Main Document
Inserting Merge Fields
Inserting Single Fields
Inserting Address Blocks
Inserting Greeting Lines
Setting Up Fields on Labels
Setting Up Fields in Directories
Filtering and Sorting the Data
Excluding Individual Records
Applying a Filter
Sorting the Records
Finding a Recipient
Finding Duplicate Entries
Validating Addresses
Previewing and Printing the Merge
Checking for Errors
Merging to a New Document
Merging to a Printer
Merging to Email
Creating Custom Merges with Word Fields
Collecting Information with a Fill-In Field
Collecting and Storing Information with an Ask Field
Setting Up Conditions with an If...Then...Else Field
Using a Field to Set Bookmark Text
Assigning Numbers to Merge Records
Advancing to the Next Record (or Not)
15. Copying, Linking, and Embedding Data
Working with Hyperlinks
Automatically Creating Hyperlinks by Typing
Turning Off Automatic Hyperlink Creation
Following a Hyperlink
Creating a Text Hyperlink
Adding a Hyperlink to an Image
Creating an Email Hyperlink
Creating and Hyperlinking to a New Document
Editing a Hyperlink
Removing a Hyperlink
Changing Hyperlink Underlining and Color
Working with Bookmarks
Creating a Bookmark
Jumping to a Bookmark
Inserting a Hyperlink to a Bookmark
Inserting a Cross-Reference to a Bookmark
Embedding Data
Embedding an Entire Existing File
Embedding a Data Selection
Embedding a New Object
Linking to Data in Other Files
Linking to an Entire File
Linking to a Portion of a File
Managing Link Update Settings
Manually Updating a Link
Changing the Linked File’s Location or Range
Breaking a Link
Inserting Content with IncludeText and IncludePicture
Inserting Text with {IncludeText}
Creating an {IncludeText} Field with Insert Text from File
Creating an {IncludeText} Field by Inserting a Field Code
Updating an {IncludeText} Field
Inserting a Picture with {IncludePicture}
Creating an {IncludePicture} Field with Insert Picture
Creating an {IncludePicture} Field by Inserting a Field Code
16. Working with Fields and Forms
How Word Uses Fields
Inserting Fields
Specifying Field Properties and Options
Manually Typing Field Codes
Toggling Between Data and Field Code Views
Editing Field Code Strings
Nesting Fields
Selecting the Right Field
Date and Time Fields
Document Information Fields
User Information Fields
Numbering Fields
Equations and Formulas Fields
Index and Tables Fields
Links and References Fields
Document Automation Fields
Mail Merge Fields
Updating and Editing Fields
Updating a Field
Locking Fields Against Updates
Updating Fields for Printing
Finding and Moving Between Fields
Converting Fields to Plain Text
Formatting Fields
Preventing the Formatting from Changing
Specifying Font Formatting for a Field
Specifying a Numbering Type
Constructing a Custom Numeric Format
Constructing a Custom Date or Time Format
Understanding Forms
Designing a Form
Saving a Form as a Template
Differentiating Between Content Controls and Legacy Fields
Displaying the Developer Tab
Creating a Form with Content Controls
Inserting a Content Control
Configuring a Control
Settings Common to All Control Types
Style Options
Multiparagraph Text Options
List Options
Date Options
Check Box Options
Building Block Options
Editing Placeholder Text
Creating a Form with Legacy Form Fields
Inserting a Legacy Field
Configuring Legacy Text Field Options
Inserting the Current Date or Time
Setting Up a Calculation in a Legacy Field
Configuring Legacy Check Box Options
Configuring Legacy List Options
Setting a Macro to Run on Entry or Exit for a Legacy Field
Enabling or Disabling a Legacy Field
Assigning a Bookmark to a Legacy Field
Adding Help Text for a Legacy Field
Protecting a Form
Filling Out a Form
Filling Out a Form with Content Controls
Filling Out a Legacy Form
Saving and Printing a Form
Saving Only the Form Data
Printing Only the Form Data
Tips for Creating Printed Forms
V: Working with Long Documents
17. Outlining and Combining Documents
Outline Basics
Typing an Outline in Outline View
Demoting and Promoting Outline Items
Creating an Outline from an Existing Document
Viewing and Organizing the Outline
Rearranging Outline Topics
Setting a Style’s Outline Level
Setting an Individual Paragraph’s Outline Level
Numbering Outline Items
Applying a Multilevel List
Creating Your Own Multilevel Lists and List Styles
Creating a Multilevel List
Including Numbers from Higher Outline Levels
Adding a Custom Multilevel List to the Gallery
Creating a List Style
Deleting a Multilevel List or List Style
Printing or Copying an Outline
Understanding Master Documents
Master Documents and Styles
Master Documents and Headers/Footers
Master Documents and TOCs and Indexes
Master Documents and Numbered Notes or Captions
Creating a Master Document
Inserting Existing Documents into a Master Document
Separating an Existing Document into Subdocuments
Viewing and Collapsing Subdocuments
Editing Subdocuments
Modifying the Master Document’s Structure
Moving a Subdocument
Removing a Subdocument
Unlinking a Subdocument
Renaming a Subdocument
Merging Subdocuments
Nesting Subdocuments
Splitting a Subdocument
Locking and Unlocking a Subdocument
Paginating and Printing a Master Document
18. Citing Sources and References
Understanding Sources and Citations
Selecting a Citation Style
Entering Sources
Editing a Source
Deleting a Source
Transferring Sources to and from the Master List
Inserting Inline References to Sources
Creating a New Source When Entering a Citation
Inserting Temporary Placeholders for Later Entry of Sources
Editing a Citation
Converting a Citation to Plain Text
Generating a Bibliography
Inserting a Bibliography from the Bibliography Gallery
Working with a Bibliography Field
Saving a Bibliography as a New Gallery Entry
Removing a Bibliography from the Gallery
Working with Footnotes and Endnotes
Inserting a Footnote
Inserting an Endnote
Moving a Reference Mark
Deleting a Note
Jumping to the Note That Corresponds to a Reference Mark
Moving Between Notes
Switching Between Footnotes and Endnotes
Changing the Positioning of the Notes
Changing the Note Numbering or Symbols
Modifying Note Styles
Changing the Note Separator Line
Managing Footnote Continuations
Creating Cross-References
Cross-Referencing Options
Cross-Reference Context
Footnote and Endnote Cross-References
Caption Cross-References
19. Creating Tables of Contents and Indexes
Creating a Table of Contents
Checking Style Outline Levels
Creating a TOC from a Preset
Updating a TOC
Removing a TOC
Manually Marking Entries for the TOC
Creating Custom TOCs
Working with Multiple TOCs
Creating a Table of Figures
Captioning Figures
Generating the Table of Figures
Manually Marking Captions
Creating Citations and Tables of Authorities
Marking Citations
Generating the Table of Authorities
Planning an Index
Deciding on the Indexing Conventions
Marking Index Entries
Manually Marking Index Codes
AutoMarking Index Entries
Working Directly with {Index} Field Codes
Generating the Index
Updating the Index
Indexing Only Selected Entries
Indexing Only Selected Letters of the Alphabet
Formatting the Index
Setting the Index Layout
Defining Index Styles
Controlling the Appearance of Index Headings
Indexing Across Multiple Documents
Creating Multiple Indexes in a Single Document
VI: Collaboration and Online Sharing
20. Collaborating with Others
Configuring Revision Tracking Options
Displaying or Hiding the Reviewing Pane
Showing or Hiding Certain Revision Types
Controlling the Use of Balloons
Changing the Colors and Markings Used for Revisions
Changing the Username
Using Revision Tracking
Turning Revision Tracking On or Off
Reviewing Revisions
Moving Among Revisions
Accepting or Rejecting Revisions
Preventing Others from Tampering with Revisions
Working with Comments
Inserting Comments
Viewing and Editing Comments
Hand-Writing Comments
Including Inked Annotations
Deleting Comments
Marking a Comment as Done
Comparing Documents
Viewing Two Documents Side by Side
Comparing and Combining Documents
Comparing with Legal Blackline
Combining Two or More Documents
Working in Read Mode
Turning On/Off Optional Screen Elements
Moving Between Screens
Collaborating on a Shared Document
Sending an Invitation to Share a Document
Getting a Sharing Link
Working with Someone Else’s Shared Content
Working with PDF and XPS Files
Saving a Document in PDF or XPS Format
Editing a PDF File in Word
21. Protecting and Securing Documents
Restricting Access to a Document
Password-Protecting a Document in Word
Saving with a Password
Removing a Password from a File
Using Windows Encryption
Encrypting a Folder
Decrypting a Folder
Removing Network Share Permission for a Location
Restricting What Users Can Do to a Document
Recommending Read-Only
Making the Document File Read-Only
Setting a Read-Only Editing Restriction
Restricting a Document to Comments Only
Restricting a Document to Form Fill-In Only
Forcing Revision Marks to Stay On
Restricting Style Usage
Setting Up Per-User Exceptions to Restrictions
Marking a Document as Final
Preventing Macro-Based Attacks
Choosing Nonmacro File Formats
Specifying Trusted Locations
Working with Trusted Publishers
Adjusting Macro Settings
Configuring Protected View and File Blocking
Protecting Your Privacy
Finding and Removing Personal Information
Setting Privacy Options
Adding a Digital Signature
22. Developing Online-Delivered Content
Web Page Development: Word’s Strengths and Weaknesses
Web Technologies Supported in Word
Web Page File Formats
Word Features Lost When Saving in Web Format
Why You Might Not Want to Use Word
Creating and Saving a Web Page in Word
Previewing a Web Page
Saving a Web Page
Options for Web Page Saving
Saving for Compatibility with Specific Browsers
Understanding the PNG and VML Options
Selecting Web Page File Options
Changing Page Size
Changing Language Encoding
Changing the Default Fonts
Working with Web Page Properties
Creating Hyperlinks
Creating a Text Hyperlink
Adding a Hyperlink to an Image
Creating an Email Hyperlink
Building Multicolumn Layouts with Tables
Creating Your Own Web Page Templates
Attaching a Cascading Style Sheet
Blogging with Word
Understanding the Word Blogging Interface
Registering Your Blog Server in Word
Creating a New Blog Post
Adding Pictures and Other Graphics to a Blog
Categorizing Blog Entries
Managing the Blog List
Modifying a Blog Post
Sending Email from Word
23. Using OneDrive and the Word Online App
Understanding OneDrive
Logging In to the OneDrive Web Interface
Working with OneDrive Content in File Explorer
Saving and Opening Files from Your OneDrive Within Word
Managing Files on Your OneDrive
Uploading a File to Your OneDrive
Downloading a File from Your OneDrive
Renaming a File or Folder
Moving or Copying a File or Folder
Deleting a File or Folder
Sharing OneDrive Files
Using the Word Online App
Editing an Existing File Using the Word Online App
Starting a New Document Using the Word Online App
VII: Customizing and Extending Word
24. Macros and Add-Ins
Understanding Macro Basics
Choosing the Macro Creation Method
Planning Your Macro
Recording a Macro
Naming Your Macro
Deciding Where to Store Your Macro
Assigning a Macro to a Keyboard Shortcut or Toolbar Button
Recording the Steps for Your Macro
Running a Macro
Dealing with Macro Error Messages
Making Additional Macros Available
Opening Additional Templates to Run Macros
Copying Macros Between Documents
Renaming and Deleting Macros
Assigning a Keyboard Shortcut to an Existing Macro
Creating a Quick Access Toolbar Button for an Existing Macro
Editing Macro Code in VBA
Opening a Macro for Editing
Examples of Macro Command Syntax
Working with Macro Security
Understanding Trusted Publishers and Locations
Determining What Locations Are Trusted
Setting Security Levels for Macro Running
Working with Add-Ins
Enabling/Disabling COM Add-Ins
Enabling/Disabling Actions
Enabling/Disabling Other Add-Ins
25. Customizing the Word Interface
Customizing the Quick Access Toolbar
Repositioning the Quick Access Toolbar
Adding Common Commands
Adding Commands from the Ribbon
Adding Other Buttons
Removing Buttons
Switching Between Touch Mode and Mouse Mode
Customizing the Ribbon
Collapsing the Ribbon
Displaying or Hiding Tabs
Creating or Deleting a Tab or a Custom Group
Creating a Custom Tab
Creating a Custom Group
Deleting a Custom Tab or Group
Adding or Removing Commands
Adding a Command
Removing a Command
Renaming or Reordering Tabs
Resetting Customizations
Exporting and Importing Customization Settings
Exporting Customizations
Importing Customizations
Defining Shortcut Keys
Changing Viewing Options
Changing the Status Bar Content
Changing Page Display and Formatting Marks
Setting General Options
Other Customization Options
VIII: Appendixes
A. Recovering Files and Repairing Word
Recovering Document Files
Using the Document Recovery Task Pane
Setting AutoRecover Options
Recovering Data from an Unreadable File
Creating Automatic Backup Copies
Dealing with Word Crashes
Sending Error Reports
Fixing Crashes Related to a Certain Document
Disabling Add-Ins and Extensions
B. Converting from Other Word Processing Systems
Converting from Previous Word Versions
Converting from Word 97-2003 Versions
Converting from Word 2007, 2010, or 2013
Converting Files from Other Supported Formats
Converting from an Unsupported File Format
Confirming File Conversions
Sharing Word Documents with Other Programs
Setting a Default Save Format
Displaying Word Files on Computers Without Any Version of Word
C. Accessibility Issues and Word
Types of Adaptive Technology
File Format and Accessibility
Creating Accessible Word Documents
Headings and Styles
Graphics
Hyperlinks
Tables
Text Boxes and Frames
Index
Code Snippets
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23. Using OneDrive and the Word Online App
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24. Macros and Add-Ins
VII: Customizing and Extending Word
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