PROCEDURES LESSON 20: CHANGING CASE AND MANAGING DOCUMENT PROPERTIES Using Uppercase Mode 1 Press the Caps Lock key 2 Type the desired text in all caps Showing Caps Lock on the Status Bar 1 Right-click the status bar 2 On the shortcut menu, click Caps Lock to select it A check beside a command indicates it is turned on 3 Press the Caps Lock key to show the Caps Lock indicator on the status bar Changing Case 1 Select the text whose case you want to change 2 Click the HOME tab Font Group 3 Click the Change Case 4 On the menu, click the desired case option Managing Document Properties 1 Click FILE 2 On the Info tab, in the Preview pane under Properties, review the document s properties or click available content controls as desired 3 If desired, click Show All Properties to display all properties OR 1 Click FILE 2 On the Info tab, in the Preview pane, click Properties 3 Click Show Document Panel to display the panel below the Ribbon 4 Add or modify properties as desired Viewing a Properties Dialog Box 1 Click FILE 2 On the Info tab, in the Preview pane, click Properties 3 Click Advanced Properties to display the document s Properties dialog box 4 Add or modify properties as desired 5 Click OK to close the dialog box Printing Document Properties 1 Click FILE 2 Click Print 3 Under Settings, click the top button 4 On the menu, click Document Info 5 Click the Print Customizing the Ribbon 1 Right-click anywhere on the Ribbon and click Customize the Ribbon 2 In the Word Options dialog box, select options to customize the Ribbon as desired 3 Click OK to close the Word Options dialog box 1
LESSON 21: FORMATTING A ONE-PAGE REPORT Inserting a File in a Document 1 Click the INSERT tab 2 Click the Object button drop-down arrow 3 On the menu, click Text from File 4 In the Insert File dialog box, navigate to the file you want to insert and select it 5 Click Insert Selecting a Preset Margin 1 Click the PAGE LAYOUT tab 2 Click the Margins button 3 On the menu, click the desired margin setting Setting Custom Margins 1 Click the Page Layout tab 2 Click the Margins button 3 On the menu, click Custom Margins 4 In the Page Setup dialog box, under Margins, set the margins as desired 5 Click OK Showing or Hiding Text Boundaries 1 Click File 2 Click Options 3 In the Word Options dialog box, click Advanced 4 Under Show document content, click to select the Show text boundaries check box 5 Click OK Inserting a Section Break 1 Position the insertion point break 2 Click the PAGE LAYOUT tab 3 Click the Breaks 4 From the Breaks gallery, click the desired break type Setting Page Orientation 1 Click the PAGE LAYOUT tab 2 Click the Orientation button 3 On the menu, click the desired orientation Inserting Page Numbers 1 Click the INSERT tab Header & Footer Group 2 Click the Page Number 3 On the menu, click the desired location for the page number 4 From the gallery, click the desired format for the page number Changing the Page Number Format 1 Double-click in the header or footer containing the page number 2 On the Header & Footer Tools Design tab, click the Page Number 3 On the menu, click Format Page Numbers 4 In the Page Number Format dialog box, set the formatting as desired Checking the Word Count 1 If the word count is not automatically displayed on the status bar, right-click the status bar 2 On the shortcut menu, click Word Count to display the number of words in the status bar Selecting text will display the word count for the selection as well as the entire document OR 1 Click the REVIEW tab Proofing Group 2 Click the Word Count 3 View information in the Word Count dialog box 4 Click Close 2
LESSON 22: MANAGING SOURCES AND CONTROLLING TEXT FLOW Inserting a Hard Page Break 1 Position the insertion point page break 2 Click the INSERT tab Pages Group 3 Click the Page Break button OR 2 Click the PAGE LAYOUT tab 3 Click the Breaks 4 From the Breaks gallery, click Page Controlling Pagination 1 Click the PAGE LAYOUT tab 2 Click the Paragraph group dialog box launcher 3 Click the Line and Page Breaks tab 4 Click the desired settings 5 Click OK Inserting Footnotes 1 Position the insertion point footnote marker 2 Click the REFERENCES tab Footnotes Group 3 Click the Insert Footnote 4 Type the footnote Inserting Endnotes 1 Position the insertion point endnote marker 2 Click the REFERENCES tab Footnotes Group 3 Click the Insert Endnote 4 Type the endnote Inserting Citations 1 Position the insertion point citation 2 Click the REFERENCES tab Citations & Bibliography Group 3 Click the Style button dropdown arrow 4 On the menu of available citation styles, click the desired style 5 Click the Insert Citation 6 From the menu, click Add New Source 7 In the Create Source dialog box, select the type of source and enter the source information 8 Click OK Creating a Reference Page 1 Position the insertion point at the end of the document and insert a hard page break 2 Click the REFERENCES tab Citations & Bibliography Group 3 Click the Bibliography 4 From the gallery, click the desired format Viewing a Document in Read Mode 1 Position the insertion point anywhere in the document 2 Click the Read Mode button on the status bar 3
LESSON 23: WORKING WITH NEWSLETTER COLUMNS Creating Newsletter Columns 1 Select the text or click in the section of text that you want to format in columns 2 Click the PAGE LAYOUT tab 3 Click the Columns 4 From the gallery, select the desired number of columns Setting Column Width 1 Click the PAGE LAYOUT tab 2 Click the Columns 3 Click More Columns 4 In the Columns dialog box, set the column width and spacing as desired 5 Click OK Inserting a Column Break 1 Position the insertion point break 2 Click the PAGE LAYOUT tab 3 Click the Breaks 4 From the Breaks gallery, click Column Balancing Columns 1 Position the insertion point at the end of the text in the last column on the page 2 Click the PAGE LAYOUT tab 3 Click the Breaks 4 From the Breaks gallery, click Continuous 4
LESSON 24: ENHANCING PARAGRAPHS WITH DROPPED CAPITALS, BORDERS, AND SHADING Inserting Dropped Capitals 1 Click in the paragraph where you want to insert the dropped capital 2 Click the INSERT tab 3 Click the Drop Cap button 4 From the menu, click the desired format Customizing a Dropped Capital 1 Click in the paragraph where you want to insert the dropped capital 2 Click the INSERT tab 3 Click the Drop Cap button 4 From the menu, click Drop Cap Options 5 In the Drop Cap dialog box, click the desired position for the drop cap 6 Under Options, set the desired font, lines to drop, and distance from text 7 Click OK Enhancing a Paragraph with Borders 1 Position the insertion point in the paragraph to which you want to add a border 2 Click the DESIGN tab Page Background Group 3 Click the Page Borders 4 In the Borders and Shading dialog box, click the Borders tab 5 In the Style list box, click the desired line style for the border 6 Click the Color drop-down arrow and click the desired color for the border 7 Click the Width drop-down arrow and click the desired line width for the border 8 In the Setting list, click the desired effect for the border 9 Click OK Enhancing a Paragraph with Shading 1 Position the insertion point in the paragraph to which you want to add shading 2 Click the DESIGN tab Page Background Group 3 Click the Page Borders 4 In the Borders and Shading dialog box, click the Shading tab 5 Click the Fill drop-down arrow and click the desired color for the shading 6 Under Patterns, click the Style drop-down arrow and click the desired pattern for the shading 7 Under Patterns, click the Color drop-down arrow and click the desired color for the pattern 8 Click OK 5
LESSON 25: USING FORMAT PAINTER, HIGHLIGHTS, SYMBOLS, AND QUICK PARTS Copying Formatting 1 Select the text whose format you want to copy 2 Click the HOME tab Clipboard Group 3 Click the Format Painter 4 Select the text to which you want to apply the copied format Copying Formatting to Multiple Selections 1 Select the text whose format you want to copy 2 Click the HOME tab Clipboard Group 3 Double-click the Format Painter 4 Select the text to which you want to apply the copied format, and repeat for additional blocks of text Highlighting Text 1 Select the text you want to highlight 2 Click the HOME tab Font Group 3 Click the Text Highlight Color drop-down arrow 4 Click the desired highlight color OR 1 Click the HOME tab Font Group 2 Click the Text Highlight Color drop-down arrow 3 Click the desired highlight color The mouse pointer changes to the Highlight Text pointer 4 Drag across the text you want to highlight 5 Click the Text Highlight Color button again to turn off the feature Inserting Symbols 1 Position the insertion point symbol 2 Click the INSERT tab Symbols Group 3 Click the Symbol button If the symbol you want displays in the Symbols gallery, click it to insert it in the document 4 Click More Symbols 5 In the Symbol dialog box, select a font if necessary, and then click the desired symbol 6 Click Insert Inserting a Special Character 1 Position the insertion point character 2 Click the INSERT tab Symbols Group 3 Click the Symbol button 4 Click More Symbols 5 In the Symbol dialog box, click the Special Characters tab 6 Click the desired character 7 Click Insert Inserting Quick Parts 1 Position the insertion point Quick Part 2 Click the INSERT tab 3 Click the Quick Parts button 4 Select AutoText, Document Property, or Field from the menu and then select the desired option from the submenu Working with Building Blocks Creating a Custom Building Block 1 Select the text and/or graphics you want to save as a building block 2 Click the INSERT tab 3 Click the Quick Parts button 4 Click Save Selection to Quick Part Gallery 5 In the Create New Building Block dialog box, enter a name for the building block in the Name box 6 Click the Gallery down arrow and select the gallery in which you want to save the Building Block 7 Click the Category down arrow and select the category to which you want to assign the Building Block 8 Fill in the other options as desired and click OK 6
Working with the Building Blocks Organizer 1 Click the INSERT tab 3 Click the Quick Parts button 4 Click Building Blocks Organizer 5 In the Building Blocks Organizer dialog box, insert, delete, sort, and modify building blocks as desired 6 Click Close 7
LESSON 26: CREATING LETTERS AND LABELS WITH MAIL MERGE Performing a Mail Merge with the Mail Merge Wizard 1 Click the MAILINGS tab Start Mail Merge Group 2 Click the Start Mail Merge 3 Click Step by Step Mail Merge Wizard 4 In the Mail Merge task pane, click Next: Starting document 5 Click Next: Select recipients 6 Under Use an existing list in the task pane, click Browse, and then navigate to and open the file 7 In the Mail Merge Recipients dialog box, click OK 8 Click Next: Write your letter at the bottom of the task pane 9 Click to place the insertion point in the letter where you want to insert the address block field 10 In the task pane, click Address block Click OK 11 Insert other merge fields as desired 12 Click the MAILINGS tab Preview Results Group 13 Click the Preview Results button to preview a copy of the merged letter Merging to a New Document 1 Click the MAILINGS tab Finish Group 2 Click the Finish & Merge 3 On the menu, click Edit Individual Documents 4 In the Merge to New Document dialog box, click OK Start a Mailing Label Manual Merge 1 Click the MAILINGS tab Start Mail Merge Group 2 Click the Start Mail Merge 3 Click Labels 4 In the Label Options dialog box, click the Label vendors drop-down arrow and click the desired label type 5 In the Product number list, click the desired label size 6 Click OK Creating an Address List 1 Click the MAILINGS tab Start Mail Merge Group 2 Click the Select recipients 3 Click Type a New List 4 In the New Address List dialog box, type the address of the first recipient 5 Click New Entry to complete the entry and move to a new row to enter another recipient, if desired 6 When you have entered all the recipients, click OK 7 In the Save Address List dialog box, enter a name for the list and select the location where you want to save the file 8 Click OK Arranging the Labels 1 Click the MAILINGS tab Write & Insert Fields Group 2 Click the Address Block 3 In the Insert Address Block dialog box, verify that the Insert recipient s name is in the desired format Verify that the Insert postal address check box is selected and that the Only include the country/region if different than option button is selected Verify that the Format address according to the destination country/region check box is selected 4 Click OK The <<AddressBlock>> merge block is inserted in the first cell 5 Click the MAILINGS tab Write & Insert Fields Group 6 Click the Update Labels button to copy the layout from the first cell to the remaining cells Previewing and Printing the Labels 1 Click the MAILINGS tab Preview Results Group 2 Click the Preview Results button labels to preview the 3 If necessary, make adjustments to the label arrangement and formatting 4 Click the MAILINGS tab Finish Group 5 Click the Finish & Merge 6 Click Print Documents 7 In the Merge to Printer dialog box, click OK 8