Table of Contents

Introduction 1

    How This Book Is Organized 1

        Part I: Working with Text 1

        Part II: Formatting a Document 1

        Part III: Tables and Graphics 2

        Part IV: Collecting and Managing Data 2

        Part V: Working with Long Documents 2

        Part VI: Collaboration and Online Sharing 2

        Part VII: Customizing and Extending Word 2

        Part VIII: Appendixes 2

    Conventions Used in This Book 3

I    Working with Text

1    Creating and Saving Documents 5

    Understanding the Word 2013 Interface 5

        Tabs and the Ribbon 5

        Backstage View 7

        The Mini Toolbar 9

        Galleries, Dialog Boxes, and Panes 9

    Working with Views 12

        Switching Document Views 12

        Showing or Hiding Onscreen Elements 14

        Changing the Zoom 14

        Displaying Multiple Documents and Windows 15

    Using the Help System 16

    Starting a New Document 18

        Creating a Blank Document 18

        Creating a Document Based on a Microsoft Template 20

    Saving a Document 24

        Choosing a Save Location 24

        Changing the Favorite Locations 28

        Selecting an Appropriate File Format 29

        Converting a Document to Word 2013 Format 34

    Opening a Document 35

        Opening a Recently Used Document 35

        Opening a Document with the Open Dialog Box 36

        Changing the File List View in the Open Dialog Box 37

        Opening Other File Types 39

        Opening Files in Special Modes 40

        Making a Document Read-Only 41

    Working with File Properties 41

        Defining Custom Properties 44

        Automatically Updating Custom Properties 45

    Setting File-Handling Preferences 45

        Returning to the Word 2010 Style of Saving and Opening 45

        Setting the Default Save Location and File Type 46

        Setting an AutoRecover Interval 48

2    Typing and Editing Text 49

    Text Entry and Editing Basics 49

        Switching Between Insert and Overtype Modes 51

        Undoing, Redoing, and Repeating 51

        Inserting Symbols and Special Characters 52

    Moving Around in a Document 57

        Scrolling 57

        Moving the Insertion Point with Click and Type 58

        Navigating with Keyboard Shortcuts 59

    Selecting Text and Other Objects 60

    Moving and Copying Text and Objects 62

        Moving or Copying Text with Drag-and-Drop 62

        Using Cut, Copy, and Paste 63

        Keeping or Discarding Formatting When Pasting 64

        Pasting with Paste Special 67

        Using the Office Clipboard 68

    Locating Specific Content 69

        Finding and Replacing 69

        Using Go To 78

        Displaying a Document Map 79

        Displaying Page Thumbnails 80

    Evaluating Readability 80

    Viewing Word Count 82

    Controlling Hyphenation 82

        Enabling or Disabling Automatic Hyphenation 83

        Turning Off Automatic Hyphenation for Specific Text 84

        Hyphenating a Document Manually 85

    Inserting Dummy Text 86

    Working with Building Blocks 86

        Creating a Building Block 87

        Inserting a Building Block 88

        Deleting Building Blocks 90

        Changing a Building Block’s Properties 90

3    Correcting and Printing Documents 91

    Correcting Spelling and Grammatical Errors 91

        Checking the Spelling of an Individual Word 91

        Fixing Individual Grammatical Errors 93

        Performing an Interactive Spelling and Grammar Check 94

        Finding Proofing Errors 96

    Customizing Spelling and Grammar Options 97

        Customizing Grammar and Style Rules 99

        Managing the Spelling Dictionaries 100

        Checking Spelling and Grammar in Multiple Languages 106

    Automating Corrections with AutoCorrect 107

        Rejecting an Automatic Correction 107

        Setting AutoCorrect Options 108

        Changing or Removing an AutoCorrect Entry 110

        Adding a Plain Text AutoCorrect Entry 110

        Adding a Formatted or Graphical AutoCorrect Entry 110

        Configuring Math AutoCorrect 111

    Working with Actions 112

        Performing an Action 113

        Configuring Action Settings 113

    Using Research Tools 114

        Checking a Word’s Definition with a Dictionary 114

        Finding Words with a Thesaurus 116

        Translating Text into Other Languages 118

        Looking Up Information at a Research Site 122

        Customizing and Extending the Research Tools 123

    Printing a Document 125

        Printing Quickly with Default Settings 125

        Printing the Current Document 125

        Using Print Preview 130

        Setting Print Options for Word Documents 131

        Setting Options for a Certain Printer 133

        Storing Different Properties for a Single Printer 134

    Printing Iron-On Transfers 135

    Managing a Print Queue 135

    Faxing Documents 137

        Faxing a Document with a Fax Modem 137

II    Formatting a Document

4    Applying Character Formatting 139

    Understanding How Fonts Are Applied 139

    Changing the Font and Size 141

    Setting the Default Font 146

    Specifying a Fixed Default Font 146

    Setting Different Default Theme Fonts 146

    More About Font Types 147

    Adding More Fonts to Your System 148

    Embedding and Substituting Fonts 149

    Changing Font Color 150

    Bold and Italic: Applying Font Styles 153

    Underlining Text 154

    Applying Font Effects and Text Effects 156

    Changing Text Case 158

    Highlighting Text 159

    Adjusting Character Spacing and Typography 160

    Creating a Drop Cap 163

    Clearing Formatting 165

    Copying Formatting with Format Painter 165

    Revealing and Comparing Formatting 166

    Using AutoFormat 168

        Setting AutoFormat As You Type Options 169

        Formatting a Document with AutoFormat 170

        Making AutoFormat Available on the Quick Access Toolbar 170

        Setting AutoFormat Options 171

        Applying AutoFormat (Automated Mode) 172

        Applying AutoFormat (Interactive Mode) 172

5    Formatting Paragraphs and Lists 175

    Setting Line Spacing 177

        Choosing a Line Spacing Multiplier 177

        Setting a Precise Line-Spacing Value 178

        Setting Spacing Before or After a Paragraph 179

    Indenting Paragraphs 180

        Setting Precise Indent Values 181

        Quick Indenting with Buttons and Shortcuts 182

    Working with Tab Stops 184

        Types of Tab Stops 186

        Placing and Removing Tab Stops on the Ruler 187

        Defining Tab Stops with the Tabs Dialog Box 188

        Changing the Default Tab Stop Interval 189

        Converting a Tabbed List to a Table 189

        Copying Tab Stop Settings Between Paragraphs 190

    Setting Paragraph Alignment 191

    Creating Numbered and Bulleted Lists 191

        Typing a Quick Numbered or Bulleted List 192

        Creating Lists with AutoFormat As You Type 192

        Restarting or Continuing List Numbering 193

        Starting a List at a Certain Number 194

        Changing the Number Format 195

        Changing the Bullet Character 198

        Changing the List Level 202

        Adjusting Bullet or Number Spacing and Indents 203

    Applying Paragraph Borders 203

        Applying and Removing Borders 204

        Formatting Borders 206

    Applying Paragraph Shading 208

    Preventing Paragraphs from Breaking 210

6    Creating and Applying Styles and Themes 213

    Understanding Styles 213

        Methods of Applying Styles 215

        Methods of Creating and Modifying Styles 215

    Working with the Style Gallery 216

    Changing the Style Set 217

    Using the Styles Pane 218

    Using the Apply Styles Pane 220

    Customizing the Styles Pane 221

    Clearing Styles and Formatting 222

    Viewing the Style Area 224

    Creating and Deleting Styles 226

        Style Naming and Alternate Names 226

        Creating a New Style by Example 227

        Creating a New Style by Definition 229

        Applying a Keyboard Shortcut to a Style 233

        Deleting a Style 234

    Modifying Styles 235

        Updating a Style Automatically 235

        Updating a Style to Match a Selection 235

        Modifying a Style Definition 236

        Redefining the Normal (Default) Style 236

        Renaming Styles 236

        Working with Cascading Styles 237

        Modifying the Styles in the Current Template 238

        Modifying Styles in the Manage Styles Dialog Box 238

    Sorting the Styles List 239

    Filtering the Styles List 241

    Copying Styles Between Documents 242

    Working with Themes 243

        Applying a Theme 243

        Resetting to the Template Theme 244

        Creating New Themes 244

        Applying a Color Set 245

        Creating a New Color Set 245

        Applying a Font Set 247

        Creating a New Font Set 248

7    Formatting Documents and Sections 249

    Working with Section Breaks 250

        Inserting a Section Break 251

        Deleting a Section Break 251

        Changing a Section Break’s Type 251

    Changing Page Margins 252

        Selecting a Margin Preset 252

        Entering Precise Margin Values 253

        Setting Up Gutters and Book Folds 254

    Setting Page Orientation 255

    Setting Paper Size 256

    Setting Vertical Alignment 257

    Using Line Numbering 258

    Inserting Page Breaks 259

    Inserting Cover Pages 260

        Saving Content as a New Cover Page 261

    Creating Headers and Footers 262

        Understanding the Header and Footer Areas 263

        Inserting a Header or Footer Building Block 264

        Understanding Header/Footer Field Codes 265

        Deleting a Field Code 265

        Adding and Formatting a Page-Numbering Code 265

        Setting the Format for a Page-Numbering Code 267

        Inserting a Date or Time Code 268

        Inserting a Document Property 270

        Adjusting Header and Footer Positioning 270

        Inserting a Picture in a Header or Footer 271

        Working with Multiple Headers/Footers 272

    Repeating Elements on Every Page 272

    Applying a Page Watermark 274

        Inserting a Built-In Watermark 275

        Inserting a Custom Text Watermark 275

        Creating a Picture Watermark 276

    Working with Multiple Columns 277

        Applying a Column Preset 279

        Creating Manual Column Breaks 279

        Applying Custom Column Settings 280

        Using Different Column Settings for Selected Text 280

    Applying a Page Background 281

    Using Page Borders 283

8    Working with Templates and NonStandard Layouts 285

    About Templates 285

        Types of Template Files 286

        Determining What Template a Document Is Using 286

    Starting a New Document Based on a Template 287

        Using a Microsoft Template 287

        Using a Personal or Custom Template 291

        Saving an Existing Document as a Template 292

    Modifying Templates 293

        Understanding Template Storage Locations 293

        Opening a Template for Editing 293

        Storing and Accessing Workgroup Templates 294

        Modifying a Template by Modifying the Current Document 296

        Protecting Templates 296

    Creating Your Own Templates 297

    Changing a Document’s Template 298

        Applying Global Templates 299

        Enabling Global Templates at Startup 300

        Preventing a Template from Loading at Startup 300

        Automatically Changing the Template of All Documents Opened 300

        Troubleshooting Problems with Normal.dotm 302

    Creating Text Box Layouts 303

        Inserting a Text Box 304

        Moving and Resizing a Text Box 306

        Applying and Removing Text Box Borders and Fills 307

        Changing the Text Box Shape 308

        Setting Text Box Margins and Vertical Alignment 310

        Wrapping Text Around a Text Box 311

        Linking Text Boxes 312

        Changing the Text Direction 313

        Tips for Creating Text Box Layouts 314

    Working with Frames 315

    Creating Banners 317

    Addressing Envelopes 318

        Adding an Envelope to a Letter 318

        Setting the Envelope Size 319

        Changing the Address Position 320

        Changing the Envelope Font 320

        Printing an Envelope 321

        Controlling How Envelopes Feed into Your Printer 321

        Storing and Retrieving Addresses 322

        Adding Graphics to an Envelope 322

        Using E-Postage with Word 323

    Creating Labels 323

        Printing a Full Page of the Same Label 324

        Printing a Single Label 325

        Creating a Custom Label Specification 325

        Fine-Tuning the Label Appearance 326

    Creating Folded Note Cards 327

        Using Card Templates 328

        Specifying the Paper Size and Type 328

        Creating Upside-Down Text 329

III    Tables and Graphics

9    Creating and Formatting Tables 331

    Creating a Table 332

        Inserting a Table from the Table Menu 332

        Inserting a Table via the Insert Table Dialog Box 333

        Drawing a Table 334

    Entering Data in a Table 335

    Editing a Table 336

        Selecting Cells 336

        Selecting Rows, Columns, or Tables 338

        Inserting Rows, Columns, or Cells 339

        Deleting Rows, Columns, or Cells 341

        Deleting an Entire Table 342

        Moving and Copying Rows and Columns 342

        Merging and Splitting Cells 343

        Splitting a Table 345

        Creating a Nested Table 345

    Sizing a Table 346

        Changing the AutoFit Setting 346

        Resizing by Dragging 347

        Specifying an Exact Size 348

        Distributing Column Widths Evenly 350

        Resizing the Entire Table 350

    Formatting a Table 350

        Applying Table Styles 350

        Setting the Default Table Style 351

        Creating or Modifying Table Styles 352

        Changing the Cell Background Color 354

        Working with Cell Borders 355

        Setting Cell Margins 358

        Setting Overall Internal Margins for the Table 358

        Setting Internal Margins for an Individual Cell 359

        Setting Text Alignment Within a Cell 360

        Changing Text Direction 361

        Repeating Headings on Each Page 361

        Preventing a Row from Breaking Across Pages 361

    Orienting the Table on the Page 361

        Setting Table Alignment 362

        Setting Table Text Wrap 362

    Creating a Table Caption 364

    Sorting Tabular Data 366

    Performing Math Calculations in a Table 367

        Setting the Order of Operations 371

        Referencing Values Outside the Table 372

    Getting Data Into or Out of Tabular Format 372

        Converting Text to a Table 373

        Converting a Table to Regular Text 374

        Pasting Tables from Other Office Applications 375

        Embedding Excel Worksheets as Tables 376

10    Working with Pictures and Videos 377

    Understanding Digital Photography 377

        Understanding Color Models 379

        Understanding Color Depth 379

        Understanding File Formats 380

        Understanding Image Resolution 381

    Understanding Clip Art 381

    Inserting Pictures 382

        Inserting a Picture from a File 383

        Inserting a Picture from Your SkyDrive 384

        Inserting a Photo or Clip Art from Office.com 385

        Inserting a Picture from a Bing Search 386

        Capturing and Inserting Screenshots 387

    Setting Text Wrap 388

    Setting Picture Position 390

        Manually Positioning a Picture 390

        Working with Anchors 390

        Changing a Picture’s Anchor Point 391

        Locking an Anchor 391

        Choosing a Position Preset 391

        Specifying a Custom Position 392

    Resizing Pictures 393

    Cropping Pictures 395

    Compressing Pictures 397

    Setting the Brightness, Contrast, and Color Mode 398

        Adjusting Brightness and Contrast 398

        Sharpening or Softening a Picture 399

        Changing the Color Mode 399

        Removing a Picture Background 401

        Applying Artistic Effects 402

    Applying Picture Styles and Effects 402

        Applying a Picture Style 403

        Applying a Picture Preset 403

        Applying a Shadow Effect 404

        Applying Reflection 406

        Applying Glow 406

        Applying Soft Edges 406

        Applying a Beveled Edge and Other 3-D Formatting 406

        Rotating a Picture 407

        Manually Rotating a Picture 408

        Rotating a Picture by a Specified Amount 408

        Applying 3-D Rotation 409

        Applying a Picture Border 410

        Applying Picture Layouts (SmartArt) 410

    Using Figure Captions 412

    Adding Alt Text Descriptions 414

    Inserting Videos and Interactive Content 414

        Inserting a Video from an Online Source 415

        Inserting Video Clips from Your Own Files 416

11    Working with Drawings, WordArt, and Clip Art 419

    Understanding Vector Graphics 419

    Drawing Lines and Shapes 421

        Drawing a Shape 421

        Drawing a Straight or Curved Line 422

        Drawing a Freeform Polygon 423

        Working with the Drawing Canvas 424

    Adding Text to a Shape 427

    Modifying Drawn Objects 427

        Modifying a Straight Line 427

        Adding and Removing Arrow Heads 427

        Modifying an Elbow or Curved Connector 428

        Modifying Curves and Scribbles 429

        Modifying Shapes 430

        Rotating and Flipping Objects 431

    Sizing and Positioning Objects 431

        Sizing Objects 431

        Anchoring Lines to Shapes 433

        Layering Objects and Text 435

        Grouping Shapes 436

        Aligning and Distributing Objects 437

    Formatting Drawn Objects 438

        Applying Shape Styles 438

        Formatting Borders 439

        Applying Solid Fills 440

        Applying a Picture Fill 443

        Cropping a Picture to a Shape 445

        Applying a Gradient Fill 445

        Applying a Texture Fill 448

        Applying a Pattern Fill 450

        Applying Shadows 452

        Applying 3-D Effects 452

    Creating and Modifying WordArt 453

        Editing and Formatting WordArt Text 454

        Changing WordArt Text Wrap 454

        Transforming the WordArt Shape 455

        Changing the Fill and Outline 456

        Creating Vertical WordArt 456

        Setting WordArt Alignment 457

    Working with Clip Art 458

        Using a Clip in Another Application 459

        Browsing Clips via Office.com 459

    Setting Text Wrap Properties for Clip Art 460

        Wrapping Text Tight Against Clip Art 462

        Editing Text Wrap Points 462

    Modifying a Clip Art Image 463

        Setting Clip Size and Position 463

        Cropping and Color-Adjusting Clip Art 463

        Applying Clip Art Background Fill 464

        Setting the Transparent Color 465

        Applying a Border 466

        Applying Shadow Effects to Clip Art 468

        Rotating Clip Art 468

        Flipping Clip Art 468

    Editing Clip Art 469

        Selecting and Moving Clip Art Shapes 470

        Recoloring Clip Art Shapes 470

        Editing Clip Art Shapes 470

        Moving and Resizing a Modified Clip 470

12    Working with Charts 473

    Understanding the Parts of a Chart 473

    Creating a New Chart 475

        Creating a Chart in a Word Document 476

        Creating a Legacy Chart 477

    Working with Chart Templates 478

        Creating a Chart Template 478

        Starting a New Chart Based on a User Template 478

        Managing Stored Chart Templates 479

    Modifying Chart Data 480

        Editing the Data 480

        Changing the Charted Data Range 481

        Switching Between Rows and Columns 483

    Controlling How the Chart and Document Interact 483

        Setting Text Wrapping 483

        Positioning a Chart 483

    Changing the Chart Type 485

    Creating a Combination Chart 487

    Working with Chart Elements 489

        Applying a Quick Layout 490

        Adding a Chart Title 490

        Working with Legends 492

        Using Data Labels 493

        Applying Axis Titles 496

        Modifying Axis Properties 497

        Turning an Axis’s Text On or Off 497

        Adjusting the Axis Scale 498

        Changing the Axis Number Type 501

        Using Gridlines 501

        Adding Trendlines 502

        Adding Error Bars 505

        Adding Up/Down Bars 507

        Adding and Formatting a Data Table 508

    Applying Chart Styles and Colors 509

    Formatting Individual Chart Elements 510

        Selecting Chart Elements 510

        Clearing Manually Applied Formatting 511

        Applying a Shape Style 511

        Applying Shape Outlines and Fills 512

        Applying Shape Effects 512

        Applying Shadow Effects 513

        Applying Reflection Effects 514

        Applying Glow Effects 514

        Applying Soft Edge Effects 515

        Applying Bevel Effects 515

        Changing the Shape of a Series 516

        Adjusting Data Spacing 517

    Formatting Chart Text 518

        Changing the Font, Size, and Text Attributes 518

        Applying a WordArt Style 519

13    Working with SmartArt and Math Formulas 521

    Types of SmartArt 521

    Inserting a SmartArt Diagram 524

    Changing the Diagram’s Layout 525

        Choosing a Different Layout 526

        Changing the Flow Direction 526

        Adding Shapes 526

        Removing Shapes 527

        Promoting or Demoting a Shape 528

        Adding Bulleted Lists 528

        Positioning Organization Chart Branches 528

    Working with Diagram Text 529

        Adding and Editing Text 529

        Formatting Diagram Text 530

        Changing the Font by Applying a Font Set 530

        Changing the Font, Size, and Text Attributes Manually 531

        Applying WordArt Styles to Text 532

        Using the Text Pane 532

        Setting Text Positioning Within a Shape 534

    Formatting a Diagram 535

        Applying SmartArt Styles 535

        Changing the Theme Effects for the Entire Document 536

        Changing Diagram Colors 537

        Formatting an Individual Shape 538

        Applying a Shape Style 538

        Applying Shape Outlines, Fills, and Effects 538

        Changing the Shape Geometry 538

        Sizing, Positioning, and Rotating a Shape 540

    Controlling Diagram Size and Positioning 540

        Resizing a Diagram 540

        Positioning a Diagram 541

    Creating Math Formulas with the Equation Editor 542

        Inserting a Preset Equation 543

        Creating a New Blank Equation Object 543

        Creating a Basic Equation 543

        Inserting and Filling Structures 544

        Setting Equation Layout and Display Options 545

        Formatting an Equation 547

        Switching Between Inline and Display Mode 548

        Saving an Equation to the Equation Gallery 548

IV    Collecting and Managing Data

14    Performing Mail and Data Merges 551

    Understanding Mail Merges 551

    Performing a Letter Merge with the Mail Merge Wizard 553

    Selecting a Main Document Type 557

        Setting Envelope Options 558

        Setting Label Options 559

    Selecting a Data Source 560

        Choosing an Outlook Contact List as a Data Source 561

        Choosing an Existing Data Source 562

        Choosing an Excel Data Source 562

        Choosing a Word Data Source 563

        Choosing a Delimited Text Data Source 564

        Setting Up an Oracle or SQL Database as a Data Source 564

        Using an ODBC Data Source 565

        Creating a New Data Source in Word 567

        Customizing Fields 568

        Editing the Data Source 569

    Preparing the Main Document 569

    Inserting Merge Fields 570

        Inserting Single Fields 570

        Inserting Address Blocks 571

        Inserting Greeting Lines 573

        Setting Up Fields on Labels 574

        Setting Up Fields in Directories 575

    Filtering and Sorting the Data 576

        Excluding Individual Records 577

        Applying a Filter 577

        Filtering for Blank or Nonblank Entries 577

        Creating an Advanced Filter 578

        Sorting the Records 579

        Finding a Recipient 580

        Finding Duplicate Entries 581

        Validating Addresses 581

    Previewing and Printing the Merge 581

        Checking for Errors 582

        Merging to a New Document 582

        Merging to a Printer 583

        Merging to Email 584

    Creating Custom Merges with Word Fields 584

        Collecting Information with a Fill-In Field 585

        Collecting and Storing Information with an Ask Field 587

        Setting Up Conditions with an If...Then...Else Field 589

        Using a Field to Set Bookmark Text 590

        Assigning Numbers to Merge Records 590

        Advancing to the Next Record (or Not) 591

15    Copying, Linking, and Embedding Data 593

    Working with Hyperlinks 594

        Automatically Creating Hyperlinks by Typing 594

        Following a Hyperlink 595

        Creating a Text Hyperlink 596

        Adding a Hyperlink to an Image 597

        Creating an Email Hyperlink 598

        Creating and Hyperlinking to a New Document 598

        Editing a Hyperlink 599

        Removing a Hyperlink 600

        Changing Hyperlink Underlining and Color 600

    Working with Bookmarks 601

        Creating a Bookmark 602

        Jumping to a Bookmark 603

        Inserting a Hyperlink to a Bookmark 603

        Hyperlinking to a Bookmark in the Same Document 604

        Hyperlinking to a Bookmark in Another Document 604

        Inserting a Cross-Reference to a Bookmark 606

    Embedding Data 607

        Embedding an Entire Existing File 607

        Embedding a Data Selection 610

        Embedding a New Object 611

    Linking to Data in Other Files 612

        Creating a Link 612

        Linking to an Entire File 612

        Linking to a Portion of a File 613

        Managing Link Update Settings 614

        Manually Updating a Link 615

        Changing the Linked File’s Location or Range 616

        Breaking a Link 616

    Inserting Content with {IncludeText} and {IncludePicture} 617

        Inserting Text with {IncludeText} 617

        Creating an {IncludeText} Field with Insert Text from File 617

        Creating an {IncludeText} Field by Inserting a Field Code 618

        Updating an {IncludeText} Field 620

        Inserting a Picture with {IncludePicture} 620

        Creating an {IncludePicture} Field with Insert Picture 620

        Creating an {IncludePicture} Field by Inserting a Field Code 621

16    Working with Fields and Forms 623

    How Word Uses Fields 623

    Inserting Fields 625

        Specifying Field Properties and Options 626

        Manually Typing Field Codes 627

        Common Syntax Errors in Field Codes 628

        Toggling Between Data and Field Code Views 629

        Editing Field Code Strings 629

        Nesting Fields 630

    Selecting the Right Field 631

        Date and Time Fields 631

        Document Information Fields 632

        User Information Fields 633

        Numbering Fields 633

        Equation and Formula Fields 634

        Index and Table Fields 635

        Link and Reference Fields 636

        Document Automation Fields 637

        Mail Merge Fields 638

    Updating and Editing Fields 639

        Updating a Field 639

        Locking Fields Against Updates 641

        Updating Fields for Printing 641

        Finding and Moving Between Fields 641

        Converting Fields to Plain Text 641

    Formatting Fields 642

        Preventing the Formatting from Changing 642

        Specifying Font Formatting for a Field 642

        Specifying a Numbering Type 643

        Constructing a Custom Numeric Format 643

        Constructing a Custom Date or Time Format 644

    Understanding Forms 646

        Designing a Form 646

        Saving a Form as a Template 648

        Differentiating Between Content Controls and Legacy Fields 648

        Displaying the Developer Tab 649

    Creating a Form with Content Controls 650

        Inserting a Content Control 650

        Configuring a Control 651

        Settings Common to All Control Types 651

        Style Options 652

        Multiparagraph Text Options 652

        List Options 653

        Date Options 654

        Check Box Options 654

        Building Block Options 655

        Editing Placeholder Text 655

    Creating a Form with Legacy Form Fields 656

        Inserting a Legacy Field 656

        Configuring Legacy Text Field Options 658

        Inserting the Current Date or Time 658

        Setting Up a Calculation in a Legacy Field 659

        Configuring Legacy Check Box Options 659

        Configuring Legacy List Options 661

        Setting a Macro to Run on Entry or Exit for a Legacy Field 661

        Enabling or Disabling a Legacy Field 662

        Assigning a Bookmark to a Legacy Field 662

        Adding Help Text for a Legacy Field 662

    Protecting a Form 664

    Filling Out a Form 665

        Filling Out a Form with Content Controls 665

        Filling Out a Legacy Form 666

    Saving and Printing a Form 666

        Saving Only the Form Data 666

        Printing Only the Form Data 667

        Tips for Creating Printed Forms 667

V    Working with Long Documents

17    Outlining and Combining Documents 669

    Outline Basics 669

        Typing an Outline in Outline View 670

        Demoting and Promoting Outline Items 671

        Creating an Outline from an Existing Document 672

    Viewing and Organizing the Outline 673

        Rearranging Outline Topics 674

        Setting a Style’s Outline Level 675

        Setting an Individual Paragraph’s Outline Level 677

    Numbering Outline Items 678

        Applying a Multilevel List 678

        Creating Your Own Multilevel Lists and List Styles 681

        Creating a Multilevel List 681

        Including Numbers from Higher Outline Levels 684

        Adding a Custom Multilevel List to the Gallery 685

        Creating a List Style 685

        Deleting a Multilevel List or List Style 687

    Printing or Copying an Outline 688

    Understanding Master Documents 688

        Master Documents and Styles 689

        Master Documents and Headers/Footers 690

        Master Documents and TOCs and Indexes 690

        Master Documents and Numbered Notes or Captions 691

    Creating a Master Document 691

        Inserting Existing Documents into a Master Document 691

        Separating an Existing Document into Subdocuments 693

    Viewing and Collapsing Subdocuments 694

    Editing Subdocuments 695

    Modifying the Master Document’s Structure 696

        Moving a Subdocument 696

        Removing a Subdocument 697

        Unlinking a Subdocument 697

        Renaming a Subdocument 697

        Merging Subdocuments 698

        Nesting Subdocuments 698

        Splitting a Subdocument 699

        Locking and Unlocking a Subdocument 700

    Paginating and Printing a Master Document 702

18    Citing Sources and References 703

    Understanding Sources and Citations 703

    Selecting a Citation Style 704

    Entering Sources 706

        Editing a Source 708

        Deleting a Source 709

        Transferring Sources to and from the Master List 709

    Inserting Inline References to Sources 710

        Creating a New Source When Entering a Citation 711

        Inserting Temporary Placeholders for Later Entry of Sources 711

        Editing a Citation 712

        Converting a Citation to Plain Text 713

    Generating a Bibliography 713

        Inserting a Bibliography from the Bibliography Gallery 714

        Working with a Bibliography Field 715

        Saving a Bibliography as a New Gallery Entry 716

        Removing a Bibliography from the Gallery 717

    Working with Footnotes and Endnotes 717

        Inserting a Footnote 719

        Inserting an Endnote 720

        Moving a Reference Mark 720

        Deleting a Note 721

        Jumping to the Note That Corresponds to a Reference Mark 721

        Moving Between Notes 721

        Switching Between Footnotes and Endnotes 722

        Changing the Positioning of the Notes 722

        Changing the Note Numbering or Symbols 723

        Modifying Note Styles 723

        Changing the Note Separator Line 725

        Managing Footnote Continuations 725

    Creating Cross-References 726

        Cross-Referencing Options 728

        Cross-Reference Context 728

        Footnote and Endnote Cross-References 729

        Caption Cross-References 729

19    Creating Tables of Contents and Indexes 731

    Creating a Table of Contents 731

        Checking Style Outline Levels 732

        Creating a TOC from a Preset 733

        Updating a TOC 734

        Removing a TOC 735

        Manually Marking Entries for the TOC 735

        Including an Entire Paragraph with Add Text 735

        Using {TC} Fields to Manually Mark Entries 736

        Creating Custom TOCs 737

        Starting a Custom TOC 737

        Setting Basic TOC Options 738

        Choosing Which Styles and Entries Are Included 738

        Defining the Appearance of the TOC 740

        Understanding the {TOC} Field Code 740

        Creating a Custom TOC Preset 741

    Working with Multiple TOCs 742

        Adding a Second TOC for the Entire Document 742

        Adding a TOC That Covers Only Part of a Document 742

        Building a TOC Across Multiple Documents 743

    Creating a Table of Figures 744

        Captioning Figures 744

        Generating the Table of Figures 744

        Manually Marking Captions 746

    Creating Citations and Tables of Authorities 746

        Marking Citations 746

        Generating the Table of Authorities 748

    Creating an Index 749

        Deciding on the Indexing Conventions 750

        Marking Index Entries 751

        Manually Marking Index Codes 751

        Creating Subentries 753

        Creating Indexing Cross-References 754

        Marking Multiple Instances of the Same Text 755

        Understanding {XE} Field Codes 755

        AutoMarking Index Entries 755

        Creating the AutoMark File 755

        AutoMarking the Main Document 757

        Working Directly with {Index} Field Codes 757

    Generating the Index 758

        Updating the Index 759

        Indexing Only Selected Entries 760

        Indexing Only Selected Letters of the Alphabet 760

    Formatting the Index 760

        Setting the Index Layout 761

        Type 761

        Columns 761

        Language 761

        Right Align Page Numbers 761

        Formats 762

        Defining Index Styles 762

        Controlling the Appearance of Index Headings 763

    Indexing Across Multiple Documents 763

    Creating Multiple Indexes in a Single Document 764

VI    Collaboration and Online Sharing

20    Collaborating with Others 765

    Configuring Revision Tracking Options 766

        Displaying or Hiding the Revisions Pane 766

        Showing or Hiding Certain Revision Types 767

        Controlling the Use of Balloons 768

        Changing the Colors and Markings Used for Revisions 771

        Changing the Username 772

    Using Revision Tracking 773

        Turning Revision Tracking On or Off 773

        Reviewing Revisions 773

        Moving Among Revisions 773

        Accepting or Rejecting Revisions 774

        Preventing Others from Tampering with Revisions 775

    Working with Comments 776

        Inserting Comments 776

        Viewing and Editing Comments 777

        Deleting Comments 778

        Marking a Comment as Done 778

    Comparing Documents 778

        Viewing Two Documents Side by Side 779

        Comparing and Combining Documents 780

        Comparing with Legal Blackline 780

        Combining Two or More Documents 782

    Working in Read Mode 783

        Turning On/Off Optional Screen Elements 784

        Moving Between Screens 784

    Collaborating on a Shared Document 785

        Sharing a Document on Your SkyDrive 785

        Sharing a Document Link via Email 786

        Sharing a Document Link via Social Networking 786

        Creating a Hyperlink that You Can Distribute Manually 787

        Creating a Sharing Group 788

        Working with Someone Else’s Shared Content 790

    Working with PDF and XPS Files 790

        Saving a Document in PDF or XPS Format 791

        Editing a PDF File in Word 792

21    Protecting and Securing Documents 793

    Restricting Access to a Document 794

        Password-Protecting a Document in Word 794

        Saving with a Password 794

        Removing a Password from a File 795

        Using Windows Encryption 796

        Encrypting a Folder 796

        Decrypting a Folder 797

        Removing Network Share Permission for a Location 798

    Restricting What Users Can Do to a Document 798

        Recommending Read-Only 798

        Making the Document File Read-Only 798

        Setting a Read-Only Editing Restriction 799

        Restricting a Document to Comments Only 801

        Restricting a Document to Form Fill-In Only 801

        Forcing Revision Marks to Stay On 801

        Restricting Style Usage 802

        Setting Up Per-User Exceptions to Restrictions 803

    Marking a Document as Final 804

    Preventing Macro-Based Attacks 804

        Choosing Nonmacro File Formats 804

        Specifying Trusted Locations 805

        Working with Trusted Publishers 806

        Adjusting Macro Settings 807

    Configuring Protected View and File Blocking 808

    Protecting Your Privacy 810

        Finding and Removing Personal Information 810

        Setting Privacy Options 812

    Adding a Digital Signature 813

    22    Developing Online-Delivered Content 815

    Web Page Development: Word’s Strengths and Weaknesses 815

        Web Technologies Supported in Word 816

        Web Page File Formats 817

        Word Features Lost When Saving in Web Format 817

        Why You Might Not Want to Use Word 818

    Creating and Saving a Web Page in Word 818

        Previewing a Web Page 818

        Saving a Web Page 819

    Options for Web Page Saving 820

        Saving for Compatibility with Specific Browsers 821

        More About PNG and VML 822

        VML Graphics 822

        PNG Graphics 822

        Selecting Web Page File Options 822

        Changing Page Size 823

        Changing Language Encoding 823

        Changing the Default Fonts 824

        Working with Web Page Properties 824

    Creating Hyperlinks 825

        Creating a Text Hyperlink 826

        Adding a Hyperlink to an Image 827

        Creating an Email Hyperlink 827

    Building Multicolumn Layouts with Tables 828

    Creating Your Own Web Page Templates 830

    Attaching a Cascading Style Sheet 831

    Blogging with Word 831

        Understanding the Word Blogging Interface 832

        Registering Your Blog Server in Word 832

        Creating a New Blog Post 833

        Adding Pictures and Other Graphics to a Blog 833

        Categorizing Blog Entries 834

        Managing the Blog List 834

        Modifying a Blog Post 835

    Sending Email from Word 835

23    Using SkyDrive and the Word Web App 837

    Understanding SkyDrive 837

        Logging In to the SkyDrive Web Interface 838

        Working with SkyDrive for Windows 839

        Saving and Opening Files from Your SkyDrive Within Word 840

        Using the Windows 8 SkyDrive App 841

    Managing Files on Your SkyDrive 843

        Uploading a File to Your SkyDrive 843

        Downloading a File from Your SkyDrive 844

        Renaming a File or Folder 846

        Moving or Copying a File or Folder 847

        Deleting a File or Folder 848

        Sharing SkyDrive Files 850

    Using the Word Web App 851

        Editing an Existing File Using the Word Web App 852

        Starting a New Document Using the Word Web App 853

VII    Customizing and Extending Word

24    Macros and Add-Ins 855

    Understanding Macro Basics 855

        Choosing the Macro Creation Method 856

        Planning Your Macro 857

    Recording a Macro 858

        Naming Your Macro 859

        Deciding Where to Store Your Macro 859

        Assigning a Macro to a Keyboard Shortcut or Toolbar Button 860

        Assigning a Macro to a Keyboard Shortcut 861

        Recording the Steps for Your Macro 863

    Running a Macro 866

    Dealing with Macro Error Messages 867

    Making Additional Macros Available 869

        Opening Additional Templates to Run Macros 869

        Copying Macros Between Documents 869

        Renaming and Deleting Macros 870

    Assigning a Keyboard Shortcut to an Existing Macro 871

    Creating a Quick Access Toolbar Button for an Existing Macro 872

    Editing Macro Code in VBA 873

        Opening a Macro for Editing 874

        Examples of Macro Command Syntax 875

    Working with Macro Security 879

        Understanding Trusted Publishers and Locations 879

        Determining What Locations Are Trusted 880

        Setting Security Levels for Macro Running 880

    Working with Add-Ins 881

        Enabling/Disabling COM Add-Ins 882

        Enabling/Disabling Actions 883

        Enabling/Disabling Other Add-Ins 883

25    Customizing the Word Interface 885

    Customizing the Quick Access Toolbar 885

        Repositioning the Quick Access Toolbar 885

        Add Common Commands 886

        Add Commands from the Ribbon 886

        Add Other Buttons 886

        Remove Buttons 887

    Customizing the Ribbon 888

        Collapsing the Ribbon 888

        Displaying or Hiding Tabs 888

    Creating or Deleting a Tab or a Custom Group 890

        Creating a Custom Tab 890

        Creating a Custom Group 890

        Deleting a Custom Tab or Group 891

    Adding or Removing Commands 891

        Adding a Command 891

        Removing a Command 892

        Renaming or Reordering Tabs 893

        Resetting Customizations 893

    Exporting and Importing Customization Settings 893

        Exporting Customizations 894

        Importing Customizations 894

    Defining Shortcut Keys 894

    Changing Viewing Options 895

        Changing the Status Bar Content 896

        Changing Page Display and Formatting Marks 896

    Setting General Options 898

    Other Customization Options 900

VIII    Appendixes

A    Recovering Files and Repairing Word 901

B    Converting from Other Word Processing Systems 909

C    Setting Up and Modifying Office 2013 915

D    Accessibility Issues and Word 919

TOC, 978078975091, 2/15/2013