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The Word 2016 - Introduction and Basics course covers topics included in the Microsoft Office
Specialist (MOS) exam 77-725. You will learn how to create documents, open documents, and
navigate between them. You will also use templates, save documents in other formats and
modify Word options.
Screen Components
Navigating Documents
Creating Documents and Text
Opening, Saving and Closing
Modifying Word Options
Word 2016 - Introduction and Basics
Screen Components
Starting Word
Title Bar
Backstage View
Ribbons
Mini Toolbar
Displaying Rulers
Document Views
Status Bar
Using Zoom
Word 2016 - Introduction and Basics - Screen Components - Starting Word
Starting Word
Word 2016 is the latest word processor from Microsoft that contains powerful tools to create many types of documents.
Word 2016 can be used on Tablets, Smartphones and Computers that run the Windows operating system.
In this course we will learn about using Word 2016 on a computer with a keyboard and mouse.
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Word 2016 - Introduction and Basics - Screen Components - Starting Word (cont.)
To open Word 2016 you click on the Start button or press the Windows key.
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Word 2016 - Introduction and Basics - Screen Components - Starting Word (cont.)
Let's display the Word 2016 app by typing the first two letters of its name.
Please type: wo
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Word 2016 - Introduction and Basics - Screen Components - Starting Word (cont.)
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Word 2016 - Introduction and Basics - Screen Components - Starting Word (cont.)
To open a new blank document you click on the "Blank Document" option.
In this example, we will open a recently used document called "Shuimish News".
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Word 2016 - Introduction and Basics - Screen Components - Title Bar
Title Bar
Let's gain a basic understanding of the Word 2016 screen and its components.
The title bar displays the name of the current document (Shuimish News) and the application name (Word).
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Word 2016 - Introduction and Basics - Screen Components - Backstage View
Backstage View
Backstage view is where you print and preview all your documents in one location.
You use it to display information about the current document, save documents, share documents, export documents and manage versions.
To display the commands in Backstage view you click on the "File" tab.
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Word 2016 - Introduction and Basics - Screen Components - Backstage View (cont.)
The commands on the "File" tab allow you to manage your Word documents in one location. You can:
6. Print a document;
8. Export a document;
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Word 2016 - Introduction and Basics - Screen Components - Backstage View (cont.)
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Word 2016 - Introduction and Basics - Screen Components - Backstage View (cont.)
By default, the "Info" section is active which displays information about the current document.
The name of the document "Shuimish News" is displayed on the Title bar as well as just below the "Info" heading.
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Word 2016 - Introduction and Basics - Screen Components - Backstage View (cont.)
The location where the document is stored is shown just below its name.
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Word 2016 - Introduction and Basics - Screen Components - Backstage View (cont.)
The level of document protection for the active file can be changed using the "Protect Document" list.
Before publishing the document you can check for any issues with sharing by using the "Check for Issues" list.
If you have different versions of the active file you can open or delete them using the "Manage Document" list.
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Word 2016 - Introduction and Basics - Screen Components - Backstage View (cont.)
Information about the document is displayed on the right and includes the:
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Word 2016 - Introduction and Basics - Screen Components - Backstage View (cont.)
You can close Backstage view by clicking on the left pointing arrow or by pressing the "Esc" key.
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Word 2016 - Introduction and Basics - Screen Components - Ribbons
Ribbons
Word 2016 retains the ribbons tabs that were introduced in Word 2007.
The buttons on the ribbon are grouped into sections and the name of the group is displayed below.
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Word 2016 - Introduction and Basics - Screen Components - Ribbons (cont.)
Ribbons (cont.)
To discover a specific button's use, simply position the mouse pointer over it and its name will appear below.
Please position the mouse pointer over each button on the "Home" ribbon. Click on "Next" when you have finished.
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Word 2016 - Introduction and Basics - Screen Components - Ribbons (cont.)
Ribbons (cont.)
To display the commands on other ribbons you simply click on the tab you require.
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Word 2016 - Introduction and Basics - Screen Components - Ribbons (cont.)
Ribbons (cont.)
The "Insert" ribbon contains the commands for inserting different types of objects into a document.
Commands with a down pointing arrow indicate that a list will be opened with options that you can choose from.
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Word 2016 - Introduction and Basics - Screen Components - Ribbon Display Options
You can hide the ribbon commands and display just the tabs to create more space on screen for the document.
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Word 2016 - Introduction and Basics - Screen Components - Ribbon Display Options (cont.)
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Word 2016 - Introduction and Basics - Screen Components - Ribbon Display Options (cont.)
Notice that the ribbon is now slightly overlaying the top of the document.
To make sure the ribbon does not obscure any of the document you double-click on the tab.
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Word 2016 - Introduction and Basics - Screen Components - Ribbon Display Options (cont.)
You can also control how the ribbon is displayed by clicking on the "Ribbon Display Options" button.
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Word 2016 - Introduction and Basics - Screen Components - Ribbon Display Options (cont.)
The current setting is "Show Tabs and Commands" which display the tabs and ribbon commands.
Let's select the "Auto-hide Ribbon" setting which hides the ribbon commands and the tabs.
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Word 2016 - Introduction and Basics - Screen Components - Ribbon Display Options (cont.)
The ribbon has been hidden leaving more screen space for the document.
To show the ribbon again you click at the top of the screen on the Title bar. You are in the correct location when the Title bar becomes highlighted.
Restoring the ribbon this way leaves the "Auto-hide ribbon" setting active.
Please move the cursor to the top of the screen. Click on the "Next" button when you have finished.
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Word 2016 - Introduction and Basics - Screen Components - Ribbon Display Options (cont.)
Let's restore the tabs and ribbon commands by using the "Ribbon Display Options" button.
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Word 2016 - Introduction and Basics - Screen Components - Ribbon Display Options (cont.)
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Word 2016 - Introduction and Basics - Screen Components - Dialog Box Launchers
These commands can be accessed by clicking on the "Dialog Box Launcher" for the group.
A Dialog Box Launcher looks like a small box with a bottom-right pointing arrow.
Please click on the Dialog Box Launcher for the "Font" group.
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Word 2016 - Introduction and Basics - Screen Components - Dialog Box Launchers (cont.)
The "Font" box is opened with additional options and styles for working with fonts.
The "Advanced" tab is also available to change other Font settings such as character spacing scaling.
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Word 2016 - Introduction and Basics - Screen Components - Quick Access Toolbar
The "Quick Access" toolbar is located on the left of the Title bar and by default contains only the "Save", "Undo" and "Redo" commands.
It can be customised to display any command that you use often by clicking on the "Customize Quick Access Toolbar" list button.
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Word 2016 - Introduction and Basics - Screen Components - Quick Access Toolbar (cont.)
Let's look at customising the Quick Access toolbar so that the "Quick Print" button is displayed.
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Word 2016 - Introduction and Basics - Screen Components - Quick Access Toolbar (cont.)
The most popular commands are shown in the list and the ones that are currently displayed have a check mark beside them.
To show more commands for the Quick Access Toolbar you click on "More Commands".
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Word 2016 - Introduction and Basics - Screen Components - Quick Access Toolbar (cont.)
To move the Quick Access toolbar below the ribbon you click on the "Show Below the Ribbon" command.
We will maintain its current position and add the "Quick Print" button to the toolbar.
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Word 2016 - Introduction and Basics - Screen Components - Quick Access Toolbar (cont.)
The Quick Access Toolbar now contains a button that enables a document to be printed using the default printer settings.
As more buttons are added, the available space on the Title bar is reduced, which could leave insufficient space to display the names of documents
with long file names.
If this is the case then consider moving the Quick Access Toolbar beneath the ribbon.
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Word 2016 - Introduction and Basics - Screen Components - Mini Toolbar
Mini Toolbar
The "Mini" toolbar is a quick formatting toolbar that is displayed when you select text or right-click on text.
Let's look at the Mini toolbar by first selecting the text in the title.
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Word 2016 - Introduction and Basics - Screen Components - Mini Toolbar (cont.)
Let's investigate these commands by moving the mouse cursor over each one.
Please move the cursor over each command. Click on Next when you have finished.
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Word 2016 - Introduction and Basics - Screen Components - Mini Toolbar (cont.)
To hide the Mini toolbar you click in a blank area of the document or move the cursor away from the selected text.
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Word 2016 - Introduction and Basics - Screen Components - Displaying Rulers
Displaying Rulers
Rulers allow you to accurately set the layout of the document. They also allow you to set tabs, indents and change page margins.
To display the ruler in the document you need to activate the "Ruler" option on the "View" ribbon.
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Word 2016 - Introduction and Basics - Screen Components - Displaying Rulers (cont.)
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Word 2016 - Introduction and Basics - Screen Components - Displaying Rulers (cont.)
A vertical and horizontal ruler are displayed which is useful when you want to align objects in documents precisely.
However they reduce the available screen space for the document.
To remove the rulers from the screen you de-activate the "Ruler" option.
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Word 2016 - Introduction and Basics - Screen Components - Document Views
Document Views
1. Read Mode;
2. Print Layout;
3. Web Layout;
4. Outline;
5. Draft.
In this example we are looking at the document in "Print Layout" view, which allows you to see the page as it will be printed.
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
You can switch to another view by clicking on the required button in the "Views" group on the ribbon.
Alternatively when the "View" ribbon is not active the Page View buttons on the Status bar allow you to switch between "Read Mode", "Print Layout"
and "Web Layout" views.
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
Read Mode removes most of the commands from the screen enabling you to concentrate on the content of the document.
The "Reading" toolbar is displayed on the left and contains just the "Tools" and "View" commands you typically use in this view.
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
To move through the document you click on the arrows to the left and right of the screen or by using the Up and Down arrow keys on the keyboard.
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
Let's move back to the previous screen by using the Up arrow key on the keyboard.
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
To close Read Mode you press the "Esc" key or click on another view button on the Status bar.
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
It appears as one long page without any page breaks and text and tables wrap to fit in the window.
The textured background now appears which is mainly used when creating web pages.
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
Outline view shows the structure of the document and is good for working with outline levels.
Any indents and symbols shown in this view are not printed or displayed in Print Layout view.
When Outline view is enabled, an "Outlining" ribbon is opened with commands for working in this view.
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
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Word 2016 - Introduction and Basics - Screen Components - Document Views (cont.)
Certain aspects of a page are not displayed in Draft view, such as page borders and images.
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Word 2016 - Introduction and Basics - Screen Components - Status Bar
Status Bar
The Status bar provides information about the active document or the task at hand, as well as the view buttons and a zoom slider.
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Word 2016 - Introduction and Basics - Screen Components - Status Bar (cont.)
The left side of the Status bar displays page details for the document.
The display is in the form "Page X of Y" where "X" is the number of the currently displayed page and "Y" is the total number of pages in the document.
"Page 1 of 6" indicates we are looking at page one of a six page document.
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Word 2016 - Introduction and Basics - Screen Components - Status Bar (cont.)
The "Word Count" section displays the total number of words in the document.
Words contained in footers, headers and text boxes are not included by default, but may be counted using the "Word Count" box that is opened in the
"Proofing" section on the "Review" ribbon.
The count feature can also be used to count the number of words in a block of selected text.
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Word 2016 - Introduction and Basics - Screen Components - Spelling and Grammar Checker
By default, Word checks spelling and grammar automatically while you are typing and words that cannot be found in the default dictionary are marked.
An "X" on the Status bar indicates that errors have been found.
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom
Using Zoom
A document can be viewed in different magnifications by using the "Zoom" slider bar or the commands in the "Zoom" group on the "View" ribbon.
This is useful for looking at specific areas in documents. Let's investigate the buttons in the "Zoom" group.
Please move the cursor over each option in the "Zoom" group. Click on "Next" when you have finished.
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom (cont.)
To view a document in greater detail select options above 100%, or to display more of the document choose options below 100%.
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom (cont.)
Let's see what the document looks like using the 200% magnification option.
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom (cont.)
Let's see what the document looks like using the 50% magnification option. We will need to open the "Zoom" box again.
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom (cont.)
We could use the spin controls on the "Percent" field to incrementally alter the zoom level but this would require many mouse clicks.
The zoom level can also be changed by entering a new value in the "Percent" field.
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom (cont.)
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom (cont.)
Let's now show the document using the "Multiple Pages" zoom setting.
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom (cont.)
The first two pages in the document are now displayed using this zoom magnification.
Let's display more pages in the document by using the Zoom slider bar.
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom (cont.)
We can see that all 6 pages of the document are displayed and the zoom magnification is 26%.
Let's return to the 100% zoom magnification using the Zoom slider bar.
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Word 2016 - Introduction and Basics - Screen Components - Using Zoom (cont.)
The "+" and "-" buttons at either end of the Zoom slider bar can also be used to adjust the zoom level in 10% increments.
Most page views can be displayed in various magnifications by using the "Zoom" feature.
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Word 2016 - Introduction and Basics
Navigating Documents
In this objective, we will learn some basic navigational techniques using the "Shuimish News" document.
We will then find out how to navigate in Print Layout view, search a document for objects and use shortcut keys.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Read Mode (cont.)
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Read Mode (cont.)
You use Read Mode when you have completed the document as it does not allow for any editing.
The normal Word ribbons or scroll bars are not displayed allowing more screen space for the document and a less cluttered look.
The zoom magnification has also increased to 140% making the text larger and easier to read.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Read Mode (cont.)
You can navigate through the document by clicking on the arrows on the left or right of the screen.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Read Mode (cont.)
You can also move down the document by one screen by pressing the Down arrow key, the Right arrow key, or the Page Down key.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Read Mode (cont.)
To move back up the document by one screen you click on the Left pointing arrow.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Read Mode (cont.)
Pressing the Up arrow key, the Right arrow key, or Page Up key moves you up by one screen.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Read Mode (cont.)
You can move directly to the bottom of the document by using the "Crl+End" shortcut keys.
Please hold down the "Ctrl" key while you press the "End" key.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Read Mode (cont.)
We are now looking at the end of the document and screen 11 of 11 is shown on the Status bar to confirm this.
To move directly to the top of the document you use the "Ctrl+Home" shortcut keys.
Please hold down the "Ctrl" key while you press the "Home" key.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode
You can also use the "Find" command on the "Tools" menu to locate objects in Read Mode.
This opens the Navigation pane which allows you to move around the document in several ways as well as search for text.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
The headings in the document are listed with the currently displayed heading highlighted.
You can jump to any heading in the document by clicking on its name in the list.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
Let's now display the document at the "What Feng Shui Is Not" heading.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
You can also navigate to the pages in the document by selecting the "Pages" tab in the Navigation pane.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
A miniature of the screens in the document are displayed in the Navigation pane with the current one surrounded by a blue border.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
When you move the cursor inside the Navigation pane a scroll bar is displayed that allows you to move up and down the document.
The scroll bar remains visible until you move the cursor out of the Navigation pane or the cursor is static for a few seconds while located in the
Navigation pane.
Please move the cursor inside the Navigation pane. Click on Next when you have finished.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
Let's use the scroll bar to display the first screen in the document.
Please click on the scroll bar above the scroll box and then click on page 1.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
You can also locate specific text in the document by entering it in the "Search document" box.
Let's use it to locate all occurrences of the word "natural" in the document.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
Now enter the word "natural" that we want to locate in the document.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
Any pages that contain the search string are listed in the Navigation pane.
We can see that the search has located a match for the word "natural" in 16 places in the document.
The search string text has also been highlighted in the document.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
You can show each match for the search string in the document by clicking on the "Results" tab.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
All 16 matches for the search string "natural" are listed in the Navigation pane.
The Results tab also shows the surrounding text for each match.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
You can also move through the search results by clicking on the Up and Down arrows above the scroll bar.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
To close the search results list and remain at the selected search result you click on the "X" in the Search Document box.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
When you have finished with the Navigation pane you click on its Close button.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
Let's switch to Print layout view and find out how to navigate in a document.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigation Pane in Read Mode (cont.)
Let's move to the top of the document by using the "Ctrl+Home" shortcut keys.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Print Layout View
The scroll bars are hidden from view to make the screen look less cluttered.
When you need to use the scroll bars you can display them by moving the cursor over the document area.
Please move the cursor over the document area. Click on "Next" when you have finished.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Print Layout View (cont.)
The vertical scroll bar is used to move up and down the document.
Scroll bars are made up of arrows located at each end and a scroll box located between the arrows.
The horizontal scroll bar is only displayed when all of the document cannot fit on the screen and is used to move left and right.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Print Layout View (cont.)
To move down the document one line at a time, you click on the down arrow on the vertical scroll bar.
Holding down the mouse button results in a continuous scroll downwards until you release the button.
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Word 2016 - Introduction and Basics - Navigating Documents - Navigating in Print Layout View (cont.)
To move down the document by one screen at a time, you click on the vertical scroll bar beneath its scroll box.
Please click on the vertical scroll bar beneath its scroll box.
Please click on the vertical scroll bar beneath the scroll box.
While the scroll bar graphically represents the length of the document, the scroll box indicates which part of the document is currently on screen.
The scroll box also allows rapid movement by dragging it along the bar, which moves through the document by a relative amount.
To move up the document by one line at a time, you click on the up arrow on the vertical scroll bar.
Holding the mouse button down results in a continuous scroll upwards until you release the button.
To move up the document by one screen at a time, you click on the vertical scroll bar above the scroll box.
Please click on the vertical scroll bar above its scroll box.
You can also drag the scroll box up and down the vertical scroll bar to move through the document.
As you scroll a "Page Indicator" appears showing the page number currently in view.
You release the mouse button when you are at the desired location.
You can also move up and down the document using the "Page Up" and "Page Down" keys.
To move back up the document by one screen you press the "Page Up" key.
To quickly move to the bottom of the document you press the "Ctrl+End" shortcut keys.
Please hold down the "Ctrl" key while you press the "End" key.
To quickly move to the top of the document you press the "Ctrl+Home" shortcut keys.
Please hold down the "Ctrl" key while you press the "Home" key.
You can also navigate in Print layout and Web Layout views by using the Navigation pane.
The Navigation pane has been opened with the "Headings" tab active.
We could move to any of the listed headings in the document by clicking on its name.
You can also use the Navigation pane to find other objects in the document like:
1. Graphics;
2. Tables;
3. Equations;
4. Footnotes and Endnotes;
5. Comments.
To display a list of the things you can search for in the document you click on the list button in the "Search document" box.
The types of things you can search for in the document are listed in the "Find" section.
The "Advanced Find" and "Replace" commands are useful for locating text that you want to view and replace.
To locate any graphics in the document you click on the "Graphics" option in the "Find" section.
Three of the headings in the document have become highlighted to indicate they contain graphic images.
To display the graphic you simply click on the heading in the list.
We can now see the image that appears under the "Correct Yin/Yang" heading.
To show the pages in the document that the graphics appear on you click on the "Pages" tab.
The miniature for page 1 is currently not in view and to display it we would use the scroll bar for the Navigation pane.
Let's also search for any tables in this document by using the "Search document" list.
Tables enable you to arrange columns of numbers and text without having to use tabs.
Let's return to the top of the document and find out how to navigate using the Go To feature.
Please click by the red arrow and then press the "Ctrl+Home" keys.
The Go To feature lets you quickly move to specific locations such as page numbers, comment fields and bookmarks.
To access the "Go To" command, we need to open the "Search document" list.
You choose the type of object you want to move to in the "Go to what" list and the box on the right then changes to match what is selected.
In this example "Page" is active so we could move directly to a page by entering its number.
You can also move back and forward from your current location by using the plus sign (+), and minus sign (-).
For instance, to, move forward five pages, you would enter "+5" in the "Enter page number" field.
Let's move to the fourth page by entering "4" in the "Enter page number" field.
Please type: 4
To execute this command, we need to press the "Enter" key or click on the "Go To" button.
The blue border around page 4 in the Navigation pane indicates we are currently on "Page 4". This is also confirmed on the Status bar.
The "Go To" box can be quickly opened using the keyboard shortcut "Ctrl+G" or by pressing the "F5" function key.
We will now move to the tenth line of our document this time using the shortcut keys (Ctrl+G) for the Go To command.
Please hold down the "Ctrl" key while you press the "G" key.
We want to move to a specific line of text, so let's select this option from the "Go to what" list.
Let's move to the tenth line in the document entering this in the "Enter line number" box.
The insertion point is now located at the beginning of the tenth line of the document.
Let's move to the top of the document using the "Ctrl+Home" shortcut keys.
Please hold down the "Ctrl" key while you press the "Home" key.
Using the navigational tools in Word makes it easy to navigate documents and find different types of objects.
Creating Paragraphs
Overtype Mode
Insert Mode
Using Templates
Word 2016 - Introduction and Basics - Creating Documents and Text - Creating New Documents
In this objective, we will learn how to create new documents using the templates in Word.
We will enter text using "Click and Type", insert dates and use "insert" and "overtype" typing modes for text.
When you start Word you are taken to the Start screen where you can choose from a range of templates.
To create a blank document you simply click on the "Blank document" template.
A file called "Document1" is opened which is based on the default Word template.
This template controls things like the page margins as well as the default fonts and styles used in the document.
You can also open new blank documents based on the default template by using the "Ctrl+N" shortcut keys.
We will use this shortcut key combination to open a second blank document for you when you move to the next slide.
Another blank document named "Document2" is opened and becomes the active file.
You can move between these two open documents using the "Word" taskbar button.
If you move the mouse pointer over a taskbar button, miniatures of the open documents are displayed.
Please move the mouse pointer over the "Word" taskbar button. Click on "Next" when you have finished.
Before entering text, let's take a look at the various mouse cursor shapes that will be encountered in Word.
When you move the mouse cursor into the left margin it changes to a white arrow.
This area is known as the "Selection bar" and allows you to easily select blocks of lines and paragraphs.
Please move the cursor inside the indicated "Selection bar" area. Click on "Next" when you have finished.
As you move the mouse around the text area in the document, the cursor shape will indicate whether the text will be left or right aligned, centred or
indented.
The "click and type" cursor enables you to double-click on a blank area of the page to insert text, graphics and tables.
Please move the mouse cursor around the text area. Click on "Next" when you have finished.
Let's add a date to the top of the document and align it on the right margin.
Alignment determines the way text is aligned with respect to the margins.
We activated right alignment so the text will be entered from the right margin.
In this example, we will enter the current date as "16 December 2016".
Please type: 16 December 2016 ; and then press the "Enter" key.
Let's close this blank document and look at the other ways of entering dates in Word.
We do not want to save this document so we will use the "Don't Save" command.
You can quickly add the current date and time in various formats by using the "Insert Date and Time" list on the "Insert" ribbon.
The various date and time formats you can use are displayed.
In this example we are looking at the date/time formats for the "English (United Kingdom)" editing language.
In Australia and the UK the date format when represented by numbers, is day, month, and then year.
In the United States when the date format is represented by numbers it is by month, then day and then year.
To have the date inserted using the United States format you need to select that format from the "Language" list.
Please click on the "Language" list, and then click on "English (United States)".
We can see from the first option that the date format is now by month, day, and then year.
Please click on the "Language" list button, and then click on "English (United Kingdom)".
You can choose to have the date automatically updated whenever the document is opened by selecting the "Update automatically" option.
For example, this would be useful if you were creating a document for invoicing purposes and always wanted the current date to appear.
We will ignore this setting and just add the current date.
We will enter a title for the document a couple of lines under the date using the centre "Click and Type" pointer.
"Click and Type" pointers are only available in the Print Layout and Web Layout views.
We are automatically moved lower in the document without having to press the "Enter" key.
Let's enter left-aligned text a couple of lines beneath the title by double-clicking in the left margin at the required location.
Left alignment will enter the text from the left margin.
"Click and Type" pointers are an easy way to enter text, tables and graphics at specific locations.
For convenience, when you go to the next slide we will add the rest of the content and format the document for you.
You can display any non-printing characters such as spaces, paragraph marks, line breaks, and tabs by clicking on the "Show/Hide" button on the
"Home" ribbon.
This allows you to see all of the hidden characters in the document.
The spaces between characters, paragraph marks (hard returns), line breaks (soft returns) and tabs are now displayed.
This makes it easier to see layout problems, such as extra spaces between words and too many lines between paragraphs.
The "Show/Hide" button has a grey background to indicate it is active. To hide the non-printing characters you click on this button again.
Creating Paragraphs
In Word, a paragraph is any amount of text, graphics or other items that are followed by a paragraph mark.
You insert a paragraph mark each time you press the "Enter" key.
The paragraph mark characters are not displayed on screen unless the "Show/Hide" command is activated or you have chosen to display paragraph
marks in the "Word Options" settings.
To start a new line in the document, you press the "Enter" key.
Let's move the second sentence of the first paragraph on to a new line.
You can remove a paragraph mark by positioning the insertion point in front of it and then pressing the "Delete" key, or using the "Backspace" key if
the insertion point is positioned after it.
For example, pressing the "Backspace" key now would remove the paragraph mark we just created.
You can insert a line break into the document by pressing the "Shift"+"Enter" keys. This creates a new line in the document without creating a new
paragraph.
Known also as a "soft break" it can be useful to prevent too much white space appearing between paragraphs when creating new lines using just the
"Enter" key.
Let's add a line break to the document at the current insertion point.
Please hold down the "Shift" key while you press the "Enter" key.
The "line break" character has been inserted into the document and the sentence has been moved onto the next line.
We will now remove the non-printing characters from screen, by selecting the "Show/Hide" button again.
The non-printing characters are hidden and the "Show/Hide" button is de-activated.
Overtype Mode
The two main typing modes for text are "Overtype", which types over existing characters, and "Insert", which inserts text between existing characters.
You can switch between modes by using the "Advanced" options in the "Word Options" box.
The "Insert" key can be used to toggle between "Insert" and "Overtype" mode by activating the "Use the Insert key to control overtype mode" option.
This will allow us to change between modes by simply pressing the "Insert" key.
Please click on the "Use the Insert key to control overtype mode" option.
With the option enabled, we can close the "Word Options" box.
To observe "Overtype" mode, we will replace the word "begin" with "arise" on the second line.
We want to overtype the word "begin" so we need to position the insertion point in front of it.
Insert Mode
This time we will add the word "many" before the word "different" on the second line.
The word "many" has now been placed in front of the word "different".
Word's automatic "word wrap" feature prevents any word from being split over two lines.
When a word will not fit at the end of a line, the whole word is moved onto the next line.
Normally "Insert" mode is used to enter text but if your text starts disappearing unexpectedly, check that "Overtype" mode is not enabled.
Let's now look at using Word templates to create new, preformatted documents.
Using Templates
You can view various categories of templates like "Business" and "Personal" by clicking on a suggested searches heading.
You can also search for a template by typing an entry in the "Search for online templates" field.
Let's look for templates that are suitable for creating a meeting agenda.
We can see from the category information that there are 22 templates in the "Agendas" category.
To base a new document on a template you must first select the template.
You can scroll through the other templates for the "Agenda" category by clicking on the left and right arrowhead icons (if available), or by using the
Arrow keys on the keyboard.
To create a new document using the template you click on the "Create" button.
This downloads the template from the internet and opens a new document based on that template.
When completing documents based on a template you simply select a field and then type the required information suggested by the text.
Let's look at more of the templates that are available with Word.
Notice that the "All day meeting agenda" template now appears at the top as it was recently used.
We can see that there are many Word templates for creating business documents.
Opening Documents
Saving Documents
Using Save As
Saving As Templates
Closing Documents
Quitting Word
Word 2016 - Introduction and Basics - Opening, Saving and Closing - Opening Documents
Opening Documents
In this objective, we will learn how to open documents in various ways and move between open documents.
We will save documents for people that use older versions of Word like Word 2003.
We will also save documents in other file formats like PDF and Rich Text format.
To open a document you select the "Open" command on the "File" tab.
The file we want to open is in the "Documents" folder on this computer, so we need to select the "This PC" option.
By default, the folders and Word documents in the "Documents" folder are displayed.
To go back up one level in the folder structure you click on the Up arrow beside the name of the folder.
The contents in the "Feng Shui Energies" folder are now displayed.
This allows you to display other file types in the folder and quickly navigate to other locations.
The left pane of the "Open" box contains links to commonly used folders.
To display files other than Word documents you open the "File Type" list and choose the file type you require.
To display every file in the folder you select the "All Files" option.
Let's close the list and leave the default setting of "All Word Documents" unchanged.
You can open a file in various ways by selecting the file and using the "Open" list.
The "Open Read-Only" option prevents you from accidently making changes to the original document.
Select the "Open as Copy" option to create a duplicate in the folder that contains the original.
To recover text from a damaged document you select the "Open and Repair" option.
To open an XML file using its Extensible Stylesheet Language Transformation (XSLT), select the "Open with Transform" option.
Select the "Open in Protected View" option if you believe the file may contain a virus.
Choose the "Open in Browser" option if you want to open the file in a web browser.
"Yin&Yang" is now the active document and its name appears on the title bar.
To open a recently used document you select it from the "Recent" list in the "Open" section.
The most recently used document is displayed at the top of the list, which is "Yin&Yang" in this example.
We are searching for a document called "Chi" so let's enter this into the "Search" field.
The search returns a list of Word documents and web pages that contain the consecutive letters c-h-i or the word "chi".
The previously active "Feng Shui Elements" file is now the active document.
We will open a new blank document for you when you move to the next slide.
You can move between documents by clicking on the Word taskbar button and then selecting the thumbnail image you require.
The "Feng Shui Elements" document is now active and its name appears on the title bar.
Another method of moving between open documents is to use the "Switch Windows" list on the "View" ribbon.
The "Switch Windows" list displays the names of all currently open files.
Let's use this method to display the "Feng Shui Elements" document.
The "Ctrl+F6" shortcut keys can be used to quickly move to the previous document window.
Windows can also display an image of all open files by holding down the "Alt" key while you press the "Tab" key.
We will replicate the result of this action when you move to the next slide.
The open windows are displayed as long as the "Alt" key is held down.
You can cycle through the open windows by pressing the "Tab" key.
Releasing the "Alt" key will cause the window highlighted in the preview to become the active window.
Let's add some text to this blank document and we will complete the text and format it for you.
Saving Documents
As you work with documents, the additions and changes you make are reflected on screen. Until these changes are saved they can be lost.
Saving a document takes little time compared to the frustration of retyping work. It is recommended that you save work at regular intervals.
You can use the "Save" or "Save As" commands on the "File" tab, click on the "Save" button on the Quick Access Toolbar, or press the "Ctrl+S"
shortcut keys.
Because we have not saved this document before, the "Save As" section is displayed.
We want to save this file in the "Documents" folder on the local computer.
This is the first time we are saving this document so we need to name it.
Using descriptive names for files (up to 255 characters including spaces) helps you to find them later.
Word examined the first line of text and has suggested "Feng Shui in the Home" as the file name.
We will provide this document with a different name so we need to select the one suggested by Word.
We can enter the name for the document, which is Home Health.
Please type: Home Health ; and then press the "Enter" key.
This document has been saved and its name is displayed on the title bar.
Click on the "Save" button when you want to save any document changes.
Using Save As
Use the "Save As" command on the "File" tab to make a copy of the current document.
This allows you to give the document another name, save it in an earlier version of Word, or in a format that other applications can read.
Let's make a copy of this document for a colleague who uses Word 2003 instead of Word 2016.
The current folder is shown as "Basic Principles" so we need to move up one level in the folder hierarchy to make "Documents" the current folder.
You open the "Save as type" list and then select the required format.
The various file formats that you can use are listed.
You can save a document as a template, PDF document, web page or text file.
When storing a file in the same location as the original, it is a good idea to rename the new document.
Let's add the prefix "2003" to the beginning of the file name.
Now enter "2003" to indicate the file has been saved in an earlier version of Word.
The file is displayed in "Compatibility" mode, which is used for earlier versions of Word.
This file now has a file extension of ".doc" instead of the default ".docx".
Let's also save a copy of this file in "Rich Text Format", which can be read by most Word Processing applications.
We need to select the "Rich Text Format" option in the "Save as type" list.
Let's provide the new name "Healthy Homes" for the "Rich Text Format" file, which will have the file extension ".rtf".
Please click in the "File name" field, and then type: Healthy Homes
We can now save this Rich Text file in the "Documents" folder.
Let's create a version of this document in PDF format, which stands for Portable Document Format.
PDF is a popular format that can be read by many types of PDF viewers.
Now select the "PDF" format from the "Save as type" list.
Please click on the "Save as type" list button, and then click on "PDF".
When saving a file in PDF format, you have the option to create a standard PDF version or one that is optimised for online publishing.
If you have another PDF viewer installed like Adobe Reader then it is opened it that application.
You typically use the PDF format to distribute information in documents electronically via email and websites.
These PDF files are read only, which means that other people can view the content but not edit it.
We will close the "Healthy Homes" PDF document for you when you move to the next slide.
The original "Home Health" word document now exists in PDF format, Rich Text format and for earlier versions of Word.
We will open the "Shuimish News" document for you when you move to the next slide.
Saving As Templates
A file can be saved as a template so that future documents with the same basic content can be created without having to re-enter all the existing
information.
We will open the "Save As" section of Backstage view and select the "Documents" folder for you.
We need to select the "Word Template" option from the "Save as type" list.
If the document contains macros for use in the template then select the "Word Macro-Enabled Template" format.
The default "Custom Office Templates" folder is automatically selected as the location to save the resulting template.
"Shuimish News" now exists in the "Custom Office Templates" folder with the file extension ".dotx".
A new file could be created based on this template by selecting the "New" command from the File tab.
To save any changes to an existing document, you click on the "Save" button or select the "Save" command on the "File" tab.
Now save the change to the "Yin&Yang" document using the "Save" button.
Closing Documents
When you have finished working with documents, it is a good idea to close them.
This prevents unnecessary confusion and allows your computer to work faster.
To close a document you select the "Close" command on the "File" tab, or click the Close button for a document.
The "Yin&Yang" document has been closed, and three documents remain open.
We will close these documents for you when you close the "Shuimish News" file.
Quitting Word
Let's also exit the Word application using its Close button.
When you quit Word you are returned to the Desktop in Windows.
Word Options
General Options
Display Options
Proofing Options
Save Options
Language Options
Advanced Options
Add-Ins Options
Word Options
The "Word Options" box allows you to customise Word to suit your specific requirements. It is where you can do things like:
You select the "Options" command on the "File" tab to open the "Word Options" box.
General Options
There are many settings that you can customise in Word and they are grouped into categories which are displayed in the left panel.
By default, the settings in the "General" category are shown, which are for working with Word.
Active options are displayed with a check mark inside their check box.
The options in Word are generally descriptive which explains the feature it controls.
Some options also contain a ScreenTip and are indicated by a small ScreenTip icon to the right of their name.
When you move the cursor over the option the information in the ScreenTip is displayed.
Please move the cursor over the top 3 options. Click on "Next" when you have finished.
The settings in the "User Interface options" control features such as the Mini toolbar, Live Preview and the descriptions in ScreenTips.
You can also disable the "Update document content while dragging" feature.
The "Personalize your copy of Microsoft Office" section displays the name and initials of the user, which is Nigel Holt in this example.
These settings are used for information like the document author, as well as when comments are added when it has been sent out to other people for
review.
To change these details simply enter the new name and initials.
By default Office displays no background pattern on the area around the Title bar.
You can customise the look of the programs in Office by selecting a background pattern from the "Office Background" list.
You can change this to white or dark grey by selecting the option from the "Office Theme" list.
Please click on the "Office Theme" list button, and then click on "White".
To see what these settings will look like in Word we need to confirm them by clicking on the "OK" button.
We can see that the Title bar area now has the "Circle and Stripes" pattern applied.
The white office theme has also been applied to the ribbon.
When you go to the next slide we will apply the default options and open the Word Options box again.
By default files with common Word extensions are opened in Word. These include:
The three other options in the "Start up options" section are set to:
If you want Word to skip the Start screen and open with a blank document like in previous versions of Word then de-select the last option.
Display Options
The "Display" settings allow you to control what is displayed on screen and also what objects are included when a document is printed.
The settings in the "Page display options" section control how the page is displayed.
We can see that all three of these options are active by default.
You can choose to always display certain formatting marks by selecting an option from the "Always show these formatting marks" section.
This is useful for people who are editing documents for publication and need to see the paragraph marks or every character of the page.
We can see that only the "Object anchors" formatting marks are selected by default.
The settings in the "Printing options" section control what items get printed with a document.
You can also choose to update fields and linked data before printing a document.
Proofing Options
The settings in the "Proofing" category control how Word corrects and formats text.
There are sections for "AutoCorrect", "spelling and grammar" and current document exceptions.
AutoCorrect is a feature in Word that corrects and formats text as you type.
To change any of these options you click on the "AutoCorrect Options" button.
There are many types of things that AutoCorrect controls and they are grouped into categories displayed on separate tabs.
You can add a typo that you make regularly with its correction using the "Replace" and "With" boxes.
We can see that built in heading styles and bulleted lists are applied by default.
The settings in the "When correcting spelling in Microsoft Office programs" section control spelling correction.
These settings are enforced in all MS Office programs not just Word.
Currently, words written in upper case characters are excluded when checking for spelling errors.
To include uppercase words when spell checking documents, we need to de-select the "Ignore words in UPPERCASE" option.
The check mark has been removed from its check box to indicate it is no longer active.
Let's move down the page to view the other proofing options.
Please click on the vertical scroll bar beneath the scroll box.
The options that control spelling and grammar in Word are shown in the "When correcting spelling and grammar in Word" section.
We can see that Word is set to check the spelling and grammar as we type as well as mark any grammar errors.
The default writing style used in the Grammar Checker is displayed in the "Writing style" field, which is "Grammar Only" here.
You can tailor the rules of the selected writing style, including which grammar rules to check, by clicking on the "Settings" button.
You can also check the grammar and style in the document by selecting the "Grammar & Style" option in the "Writing Style" list.
The active grammar options in the Grammar checker are displayed with a check mark beside their name.
We can see that things like capitalization, noun phrases, punctuation and questions are active on the grammar check.
To stop the Grammar Checker from being activated each time you perform a spell check, you would de-activate the "Check grammar with spelling"
option.
Selecting the "Check Document" button rechecks the spelling and grammar in the document again after any changed settings are applied.
Spelling and grammar errors may be automatically hidden by selecting their options in the "Exceptions for" section.
These rules can be applied to the current document or all future new documents using the drop down list.
We can see that there are no exceptions for the current file "Document1".
Save Options
The Save and AutoRecover options can be modified in Word by displaying the settings in the "Save" category.
The settings in the "Save documents" category allow you to customise how documents are saved. This includes things like:
You can also choose whether you want Backstage view displayed when you open and save files.
By default, Word 2016 saves documents in the .docx format, which was first introduced in Word 2007.
If you are regularly creating documents for colleagues that use earlier versions like Word 2003, you can change the default file type so documents can
be opened without any problems.
The different format types you can choose are displayed in the list.
To save documents in a format for people using Word 2003 and Word 2007 you would select the "Word 97-2003 Document" option.
By default, Word automatically saves a copy of your document every ten minutes to minimise loss of data in the event of a power outage or other
unexpected problems.
The time between these "AutoRecover" saves can be adjusted by entering a new value in the "Save AutoRecover information every" field.
The folder for the AutoRecover saves can be changed by entering a new path name in the "AutoRecover file location" field or by navigating to the
desired folder after clicking on the "Browse" button.
The default local save location for Word documents is shown in the "Default local file location" field.
We can see that this is the "Documents" folder for the current user.
To set another local save location you enter its path name in the field or navigate to the desired folder after clicking on the "Browse" button.
The "Modify Location" box is opened at the current default save location, which is "Documents".
You navigate to the folder you want using the "Folders" list.
We will keep the current local save location as the "Documents" folder.
The settings in the "Offline editing options for document management server files" section control offline editing options for draft copies of documents
that were accessed from a server.
When you share documents with other people they must have the document fonts installed on their computer for the document to be shown exactly
the same.
When this is not the case substitute fonts are used by the destination computer to allow the person to read the information. However, this means that
the document will not look exactly the same as the original.
To alleviate this problem you can embed fonts in the file using the settings in the "Preserve fidelity when sharing this document" section.
This can be applied to just the current document or all Word documents.
Language Options
They allow you to change the editing, display, ScreenTip and Help languages of your Office programs.
The settings in the "Choose Editing Language" section control the language preferences for Office.
Currently there are two editing languages which are "English (United Kingdom)", which is the default, and "English (United States)" which is installed
but not enabled.
You can add additional editing languages by clicking on the "Add additional editing languages" list button.
You choose the language you want to add from the list.
For some languages you also need to install a language interface pack and you must install the version that matches the version of Office.
For example, the language version pack for Office 2007 will not work with the Office 2016 programs.
Let's add "English (Australia)" so we can check documents that we send to Australia.
It is not currently in view so we will need to move down the list to reveal it.
English has lots of editing language variations to cater for the different English speaking countries around the world.
To add the language to the "Editing Languages" list you click on the "Add" button.
English (Australia) will now be available when proofing documents but it is not the default, which is currently English (United Kingdom).
You can choose which language will be the default when proofing documents by selecting it and clicking on the "Set as default" button.
To remove it from the list you select the language from the list and then click on the "Remove" button.
You set the priority for the display and Help by using the settings in the "Choose Display and Help languages" section.
By default it will match the language version of Windows installed on your computer.
Advanced Options
The "Advanced" options cover a plethora of settings separated into different sections that allow you to customise Word to meet almost any
expectation.
Categories include "Editing Options", "Cut, copy, and paste", "Show document content", "Display", "Print" and many others.
Most of the settings are self-explanatory and by default are set to match how most people use these features in Word.
The settings in the "Editing Options" section control how the editing features in Word are applied.
For example to switch off the "smart" selecting feature in Word you de-activate the "When selecting automatically select entire Word" and "Use smart
paragraph selection" options.
The two main typing modes are "Overtype", which types over existing characters, and "Insert", which inserts text between existing characters.
By default Word is set to "Insert" mode but you can change this to "Overtype" by selecting the "Use overtype mode" option.
Activating the "Use the Insert key to control overtype mode" option allows you to use the "Insert" key to toggle between "Insert" and "Overtype"
modes.
The settings in the "Cut, Copy and Paste" section control how the "pasting" features are applied in Word.
For example when you paste items you can choose whether to the keep the source formatting, merge formatting or only keep the text.
The settings in the "Image Size and Quality" section control how the images in documents are treated.
This includes things like the compression of images, the image quality and whether to apply this to all documents.
To keep file sizes smaller, Word is set to automatically compress any images in a document to the chosen PPI setting by default.
To have Word not compress any images and keep the image quality at its highest you select the "Do not compress images in file" option.
However, this will result in the file size getting bigger proportionally to the size of the images in the document.
The "Chart" section controls how the formatting and data labels in charts are handled.
The default is for the custom formatting and data labels to follow data points as they move or change in a chart.
3. Font substitution;
The settings in the "Display" section control the types of things that are displayed on screen.
For example, you can change the units displayed on the Ruler and choose from Inches, Centimetres, Millimetres, Points and Picas.
The "Show this number of recent documents" setting controls how many files are displayed on the "Recent" list in Backstage view.
The settings in the "Print" and "When printing this document" sections control the print options for documents. They includes things like:
1. Draft quality:
2. Background printing;
3. Duplex printing;
The "Preserve fidelity when sharing this document" section contains the features that control the fidelity of a document when it gets opened on
another computer.
By default the "Embed linguistic data" option is selected so that language settings are saved with the file.
You can also activate the "Save form data as delimited text file" option so that the document can be opened by another user that does not use Word
as their default word processor.
The settings in the "Layout options for" section control layout features like:
2. Character spaces;
To modify the ribbons in Word you display the "Customize Ribbon" options.
By default a list of the most popular commands are displayed on the left.
On the right the default Word ribbons are shown with a check mark beside their name.
To stop a ribbon from displaying in Word you remove the check mark beside its name.
You select the command you want to add in the left pane and then select the ribbon and location where you want to add it to on the right.
To display more commands you open the "Choose commands from" list.
To make every command in Word available for selection you choose the "All Commands" option.
Selecting "Commands Not in the Ribbon" setting will show only the commands that are not in the ribbon.
We can now see a list of commands that are not currently on any ribbon.
The "Customize the Ribbon" panel shows the default ribbons as well as the groups on the ribbon.
We can see that the "Home" ribbon has 5 groups containing ribbon commands.
To show what commands are in a group you click on the expand icon beside its name.
We can see that there are 5 commands within the "Clipboard" group on the "Home" ribbon.
To reveal the commands in each group we would need to click on its plus sign.
You can create your own ribbon tabs and groups by using the "New Tab" and "New Group" settings.
To modify the options for the Quick Access Toolbar you select the "Quick Access Toolbar" category.
The buttons currently on the Quick Access Toolbar are shown on the right and the most popular commands on the left.
To add a command you select it and then click on the "Add" button.
We can see that only the Save, Undo and Redo commands currently appear on the Quick Access Toolbar.
Add-Ins Options
A Word add-in is a supplemental program that adds custom commands or features to Word.
The "Add-Ins" category is where you view and manage Word add-ins.
The "Manage" list is where you select from the different types of add-ins you can use.
This category has the Microsoft privacy and security statements as well as the settings for the Trust Center.
To view the policy statements concerning privacy and security you click on the "Microsoft Trustworthy Computing" link.
To display the settings for the Trust Center you click on the "Trust Centre Settings" button.
The different categories of trusted items are shown on the left and we can see that "Macro Settings" is currently active.
We can see that by default all macros in a document will be disabled with a notification given.
You can set up trusted publishers, trusted locations and trusted documents by selecting the associated category on the left.
Protected View opens potentially dangerous files from the internet and other unsafe locations in a restricted mode.
This helps minimize harm to your computer and we can see that all three Protected View options are active.
We have finished looking at the Word options so let's close the "Word Options" box.
Customising Word allows you to control many of its features and the components you want displayed on screen.