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Are you ready to harness the full power of Word 2013 to create professional documents? Then, you’re ready for Word 2013 In Depth. In this comprehensive guide to Word, you’ll learn the skills and techniques for efficiently building the documents you need for both your professional and your personal life. Faithe Wempen delivers step-by-step instructions, troubleshooting advice, and insider tips to help you improve your written image in business, academic, organizational, and personal settings.
• Accelerate formatting by creating and applying themes and styles
• Incorporate graphical content such as clip art, photos, SmartArt, and charts
• Save your work in a variety of formats, including backward-compatible Word files, PDF and XPS page layouts, graphics, HTML, and more
• Perform mail and data merges to generate catalogs, form letters, labels, and envelopes
• Learn about the fields that drive many of Word’s most powerful features, and how to look behind the scenes to customize field behaviors
• Use indexing, tables of contents, and master documents to organize book-length works
• Cite sources and document references in a variety of formats, including APA and MLA
• Collaborate with other people, managing each person’s comments and changes
• Create complex math formulas without leaving Word
• Write and edit macros that automate repeated tasks
• Work with your Word documents anywhere via SkyDrive and the Office Web Apps
• Create user-interactive forms that include a variety of field types
All In Depth books offer
• Comprehensive coverage with detailed solutions
• Troubleshooting help for tough problems you can’t fix on your own
• Outstanding authors recognized worldwide for their expertise and teaching style
Learning, reference, problem-solving...the only Word 2013 book you need!
Desktop Publishing with Word Text Boxes
Research Paper Citations Made Easy with Microsoft Word
Understanding Themes in Microsoft Office (At Last!)
Working with Fields and Forms in Word 2013
Download the sample pages (includes Chapter 5 and Index)
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