
Table of Contents
Title Page
Copyright
Dedication
Credits
About the Author
Acknowledgments
Introduction
Who Should Read This Book
How This Book Is Organized
Minimum Requirements
Where to Go from Here
Part I: My Word, and Welcome to It
Chapter 1: Brave New Word
Discoverability
The ‘Results-Oriented’ User Interface
Ribbons and Things
Go Backstage with File
Options
Summary
Chapter 2: Quick Start
Starting Word
Navigation Tips and Tricks
Views
Saving
Just Dive In
Summary
Chapter 3: Where in the Word Is…?
Using Help to Find Out Where It Went
RIP: Features Removed from Word
Summary
Chapter 4: Making Word Work for You
The Style Advantage
Outlining
AutoCorrect
Top 10 Power User Tips
Summary
Chapter 5: The X Files:Understanding and Using Word's New File Format
Compatibility with Previous Versions of Word
.docx Versus .docm
Understanding .docx
Summary
Chapter 6: Make It Stop! Cures and Treatments for Word's Top Annoyances
Drawing Canvas
Editing Annoyances
View Annoyances
Online versus Local Help Content
Activation Blues
Automatic Annoyances
Summary
Part II: Word on the Street
Chapter 7: Formatting 101: Font/Character Formatting
The Big Picture
Styles and Character/Font Formatting
Character Formatting
Summary
Chapter 8: Paragraph Formatting
Styles and Paragraph Formatting
What Exactly Is a Paragraph, Anyway?
Structural Formatting
Paragraph Decoration
Random Bonus Tip #1—Sort Paragraphs That Aren't in a Table
Random Bonus Tip #2—Move Paragraphs Easily
Summary
Chapter 9: In Style!
Styles Group
Styles Task Pane
Summary
Chapter 10: The Clipboard
Using the Clipboard
The Clipboard Task Pane
Tricks and Tips
Word Options and the Clipboard
Summary
Chapter 11: Find, Replace, and Go To
Whoa! What Happened to Find (Ctrl+F)?
Basic Replace (Ctrl+H)
Search Codes
Options
Finding and Replacing Formatting
Go To (Ctrl+G)
Summary
Part III: Writing Tools
Chapter 12: Language Tools
Spelling
Grammar
Thesaurus
Research
Translation
Summary
Chapter 13: Building Blocks and Quick Parts
Using Quick Parts and Building Blocks
Whither AutoText and AutoComplete?
Building Blocks: Need to Know
Using Building Blocks with the AutoText Field
Summary
Chapter 14: AutoCorrect
Built-in Corrections
Math AutoCorrect
Summary
Chapter 15: AutoFormat
AutoFormat versus AutoFormat As You Type
The AutoFormat Command
AutoFormat As You Type
Tips and Techniques
Summary
Chapter 16: Action Options (What Happened to Smart Tags?)
Understanding Additional Actions
Action Settings
Summary
Part IV: More than Mere Words
Chapter 17: Tables
Quick Start
Table Basics
Table Layout and Design
Summary
Chapter 18: Pictures and SmartArt
Inserting Pictures from Files
Pictures from the Clipboard and Internet
Manipulation 101
Inserting Clip Art
SmartArt
Summary
Chapter 19: Headers and Footers
The Header and Footer Layer
Header and Footer Navigation and Design
Adding Header and Footer Material
Summary
Chapter 20: Symbols and Equations
Symbols
Symbols Dialog Box
Equations
Legacy Equations
Summary
Chapter 21: Field Guide
And Field Codes Are…?
Basic Field Study
The Field Dialog Box
Field Syntax
Categories
Summary
Chapter 22: WordArt
Creating WordArt
Additional Tricks
Summary
Chapter 23: Charts
Excel versus Microsoft Graph
Chart Basics
Summary
Chapter 24: Inserting Objects and Files
Object Basics
Inserting Text from Files
Pasting, Dragging, and Dropping
Summary
Part V: Document Design
Chapter 25: Page Setup and Sections
Page Setup Basics
Page Borders
Summary
Chapter 26: Textboxes and Other Shapes
Why Use Textboxes?
Inserting Textboxes
The Format Shape Dialog
Summary
Chapter 27: Columns
Do I Really Want Columns?
Column Formatting
Special Formats
Summary
Chapter 28: On Background
Page Background
Background Colors, Patterns, and Textures
Watermarks
Removing Watermarks and Page Backgrounds
Summary
Chapter 29: Publishing as PDF and XPS
What Is PDF?
What Is XPS?
Office 2010 Support for PDF and XPS
Deciding Which Format to Use
How Good Is Word 2010's Built-In PDF Capability?
Creating PDF Output
Creating XPS Output
Summary
Chapter 30: Blogging and Publishing as HTML
What Happened to XML?
HTML
Blogging
Summary
Chapter 31: Templates and Themes
What Are Templates?
Creating Templates
The Organizer
Modifying Templates
Themes
Summary
Part VI: With All Due Reference
Chapter 32: Bookmarks
Working with Bookmarks
Broken Bookmarks
Summary
Chapter 33: Tables of Contents
Automatic Tables of Contents
TOC Styles
Manually Creating a Table of Contents
Maintaining and Updating
Converting a Table of Contents into Text
Recycle, Recycle, Recycle
The TOC Field Code
Summary
Chapter 34: Master Documents
Master Documents: The Sad History
Creating Master Documents
Creating a Master Document from Existing Documents
Working with Master Documents
Summary
Chapter 35: Footnotes and Endnotes
Footnotes and Endnotes Basics
A Matter of Style
Separators and Continuation
Summary
Chapter 36: Citations and Bibliography
Sources
Editing Citations
Bibliography
Summary
Chapter 37: Captions and Tables of Captioned Items
Caption Basics
AutoCaptioning
Tables of Captioned Items
Summary
Chapter 38: Indexing
Marking Index Entries
Compiling or Inserting an Index
Creating Multiple Indexes
Summary
Chapter 39: Tables of Authorities
Citations
Inserting the Table of Authorities
Summary
Chapter 40: Hyperlinks and Cross-References
Hyperlinks
Inserting Hyperlinks
Inserting Cross-References
Summary
Part VII: Getting Out the Word
Chapter 41: Data Sources
Data Considerations
Data Formats
Summary
Chapter 42: Envelopes and Labels
Envelopes
Labels
Summary
Chapter 43: Data Documents and Mail Merge
Choosing the Type of Data Document
Attaching a Data Source
Assembling a Data Document
Mail Merge Task Pane/Wizard
Summary
Chapter 44: Forms
Out with the Old, In with the New?
Forms Basics
Creating a Fill-In Form Using Legacy Tools
Using Content Controls
Word and InfoPath
Summary
Part VIII: Power and Customization
Chapter 45: Keyboard Customization
Getting Started
The Fast Way (The Cloverleaf Method)
What Does This Have to Do with Templates?
Multi-Stroke Key Assignment
Word Options Method
Other Methods
Summary
Chapter 46: The Quick Access Toolbar
The What?
Customizing the Quick Access Toolbar
The Customize Quick Access Toolbar Dialog
Summary
Chapter 47: The Ribbon
Customize the Ribbon Dialog
Importing and Exporting Ribbon Customizations
Summary
Chapter 48: Options and Settings
Accessing Options
General
Display (and Printing)
Proofing
Save
Language
Advanced
Customize Ribbon
Quick Access Toolbar
Add-Ins
Trust Center
Summary
Chapter 49: Macros: Recording, Editing, and Using
Macro Tools
Managing Macros
Macro Security
Macro Storage
Automatic Macros
Microsoft Visual Basic Q&D
For More Information…
Summary
Part IX: Collaboration—Getting Along with Others
Chapter 50: Security, Tracking, and Comments
Protection Types
Comments and Tracked Changes
Reviewing Comments and Changes
Protecting Documents for Review
Summary
Chapter 51: Comparing and Combining Collaborative Documents
Comparing Using Legal Blackline
Combining Documents That Contain Tracked Changes
Summary
Chapter 52: SharePoint and SkyDrive
What Happened to Workspace Management?
Accessing Your SharePoint Server
Save to Web (SkyDrive)
Summary
Chapter 53: SharePoint Workspace
Who Needs SharePoint Workspace 2010?
Groove versus SharePoint
Using the SharePoint Workspace 2010 Client
SharePoint Workspaces
Groove Workspaces
Shared Folders
Summary
Chapter 54: Integration with Other Office Applications
Excel
PowerPoint
Outlook
Summary
Index
Advertisement
Microsoft® Word 2010 Bible
Published by
Wiley Publishing, Inc.
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www.wiley.com
Copyright © 2010 by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-0-470-59184-0
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This book is dedicated to my extraordinary daughter, Katie, who was killed in a car crash on July 2, 2009. Katie was the most incredibly talented, intelligent, and loving human being I've ever known, and Karen and I miss her each and every day. In her short 21 years, she touched the lives of many hundreds of people who knew her and loved her, and relied on her for her leadership and her deep compassion, empathy, and honesty. With wisdom beyond her time with us, I believe that her timeless soul continues. The work she began is being continued by the Katie Tyson Fund, which provides leadership training for youth and young adults.
Credits
Executive Editor
Carol Long
Project Editor
Tom Dinse
Technical Editor
Dave Johnson
Production Editor
Kathleen Wisor
Copy Editors
Sadie Kleinman
Kim Cofer
Editorial Director
Robyn B. Siesky
Editorial Manager
Mary Beth Wakefield
Marketing Manager
Ashley Zurcher
Production Manager
Tim Tate
Vice President and Executive Group Publisher
Richard Swadley
Vice President and Executive Publisher
Barry Pruett
Associate Publisher
Jim Minatel
Project Coordinator, Cover
Lynsey Stanford
Proofreader
Nancy Carrasco
Indexer
Robert Swanson
Cover Image
Joyce Haughey
Cover Designer
Michael E. Trent
About the Author
Herb Tyson is an economist and computer consultant and trainer in the Washington, D.C., area. He earned an interdisciplinary doctorate from Michigan State University in 1977, and an undergraduate degree in Economics and Sociology from Georgetown University in 1973.
He is the author of many computer magazine and ezine articles, as well as over a dozen computing books, including Teach Yourself Outlook 2000 in 24 Hours, Word for Windows Super Book, Teach Yourself Web Publishing with Microsoft Word, XyWrite Revealed, Word for Windows Revealed, Your OS/2 Consultant, and Navigating the Internet with OS/2 Warp. Herb is also joint author and technical editor for many other books.
He has received the Microsoft MVP (Most Valuable Professional) award each year for more than fifteen years, in recognition for helping thousands of Microsoft Word users. Widely recognized for his expertise, Herb's clients have included IBM, Wang, the federal government, and the World Bank, as well as numerous law firms and publishers.
Herb is also a singer and songwriter, currently working on his second CD. He and his guitar are no strangers to musical venues in the Washington, D.C., area. He has performed at the Birchmere, the Kennedy Center, Jammin' Java, and coffeehouses, and is a frequent performer at the Mount Vernon Unitarian Church (where he serves as webmaster).
You can visit Herb's website at www.herbtyson.com. Questions about this book and Microsoft Office can be pursued at Herb's Word blog, at word.herbtyson.com.
Acknowledgments
I would like to thank my family and friends for their love and support in helping us struggle to remain afoot following the death of my daughter. Without their help, I might have declined the opportunity to update the Word 2010 Bible. Many thanks also to Jim Minatel, Associate Publisher at Wiley, who e-mailed me five years ago, asking if I'd be interested in writing this book, and to Carol Long who asked if I'd like to do the update. Many thanks to Tom Dinse and others at Wiley who have been struggling along with me as we attempted to keep up with the changes in the pre-beta, beta, release candidate, and released-to-manufacturing versions of Word 2010. It's been like having to do three revisions, rather than just one. Thanks also to Tom Oliver and others at Microsoft who were quick to answer my questions about whether things I observed in the Beta version of Word 2010 were features or bugs.
Special thanks go to my technical editor, Dave Johnson, whose careful technical editing of the Word 2010 Bible helped find successive version changes that otherwise might have fallen through the cracks. Having been a technical editor for a number of books, I know from personal experience how hard it can be, especially when the underlying software is not yet in finished form.
Introduction
Welcome to the Microsoft Word 2010 Bible. Like all books in the Bible series, you can expect to find both hands-on tutorials and real-world practical application information, as well as reference and background information that provides a context for what you are learning. This book is a comprehensive resource on Word 2010 (also known as Word 14). By the time you have completed the Microsoft Word 2010 Bible, you will be well prepared to take full advantage of the numerous ways that Word has been enhanced and strengthened.
The update to Word 14 is evolutionary, rather than revolutionary (unlike the update to Word 12). Along with new features that can make working with Word easier, Microsoft has restored a couple of oldies-but-goodies, including the ability to customize the ribbon (the menu's successor) and AutoComplete for AutoText. Nice touches, like the Navigation pane, provide ever more and better ways to work with words, and to organize them more effectively and efficiently. Word 14 also provides more ways to collaborate and share, including co-authoring—finally, an answer to having to e-mail tracked changes back and forth. With Office 14 comes SharePoint Workspace 2010, which provides three ways not only to share your documents, but ways to make your work environment more portable, so you spend less time copying files to and from thumb drives and more time working.
Who Should Read This Book
The Word 2010 Bible is a reference and tutorial for Word users of all levels. For the user who is completely new to Word, this book will tell you everything you need both to quickly start using Word 2010 and to get the most out of the features it offers. Word 2010 is a full-service word processing program that can do just about anything you need it to do. Often, there are multiple ways to accomplish a given task. This book will show you the quickest and easiest ways to accomplish your mission, while at the same time pointing out the longer term advantages of using methods better suited to extensibility and repurposing your work.
For veteran users of Word 2003 and earlier, the Word 2010 Bible will help you quickly see how to accomplish familiar tasks using unfamiliar tools. Where new and old ways co-exist, this book will help you decide which method to use. Where the old ways have completely disappeared, this book will help you deal with the initial shock and grief, and then help you move on and grow from the experience. That's what a bible does.
For users who made Word 2007 part of their journey, this book helps you continue the trek, showing you what's new, improved, and different in Word 2010. Sometimes, new and improved coincide, but sometimes, you just end up with different. I'll try to help you take advantage of what the new Word 2010 can do for you.
For new and veteran Word users alike, this book assumes that you have a basic level of computer literacy. It assumes that you're familiar with Windows, that you know what click, drag, and double-click means. It also assumes that you're familiar with basic Windows-wide techniques for selecting, copying, and deleting text. Furthermore, this book assumes that you know the difference between Internet Explorer and Windows Explorer, and that you know where and what the Windows taskbar and desktop are.
Because this book would be twice as long if I had to describe each scenario from the perspective of different versions of Windows, I chose one version as my focus—Windows 7. If you're using Vista, upgrade to Windows 7. You won't regret it. If you're using Windows XP with the needed service pack to run Office 2010, that's okay, but you'll need to translate some things back into XP-ese. But, since you've been using XP for so long, I'll assume that's no problem.
How This Book Is Organized
The Word 2010 Bible is organized in a way that reflects both the way users tend to learn Word as well as the relative timing when particular kinds of information and techniques are needed. This book is organized into nine parts. The first four parts are designed to get you up-and-running as quickly as possible, covering things you need to know to start using Word immediately. However, the early parts of the book not only show you the basics, but also offer tips and strategies that will enable you to become an effective Word user. Topics and techniques covered in the early chapters are revisited throughout the Word 2010 Bible. You'll quickly gain an understanding of how some concepts — such as Heading styles — give you incredible leverage and easy access to sophisticated word processing techniques and features.
Part I: My Word and Welcome to It
Part I begins with things you need to know in order to become comfortable and fully proficient with Word 2010. The mission of this collection of chapters is to get you over any initial stumbling blocks so you can begin to take advantage of Word 2010's power and enhancements. Part I offers a quick-start chapter especially useful for newbies. For Word veterans, there's a chapter explaining how to find features that otherwise appear to be missing in action. To prepare you to be the kind of power user the Word 2010 Bible knows you can be, Part I offers chapters on making Word work for you, understanding Word's new file format, and how to tame and control Word's automatic features.
Part II: Word on the Street
Part II focuses on the baseline skills that every Word user uses and needs — regardless of why you use Word. The basics are covered thoroughly, but the Bible avoids spending too much time on things that are already obvious. However, beyond that and more importantly, this section contains a heavy dose of tips, pitfalls, and shortcuts. You'll learn about the different kinds of formatting, the importance of styles, as well as tricks and the how-to's of the Office 2010 Clipboard and Word 2010's industrial-strength find and replace tools.
Part III: Writing Tools
Part III focuses on aspects of Word that can make your word processing life heaven or hell. If Word suddenly starts doing the unexpected, or automatically corrects things that aren't mistakes, you might want to pull your hair out (it's too late for the author's much diminished scalp). In Part III, you'll learn how to use Word's cadre of writing tools to their best advantage, how to tame automatic annoyances, and how to recover from well-intentioned accidents caused by Word trying to outsmart you. Part III covers language tools, Quick Parts (the umbrella for AutoText), AutoCorrect, and AutoFormat.
Part IV: More Than Mere Words
It takes more than words to make a document. Part IV details the many kinds of elements you can include in documents, and shows you how to decide what to use and when to use it. This is important because there often are several different ways to solve any given problem, and you need to know how to decide which approach to use. The Word 2010 Bible covers the basics first, and then provides extra emphasis on features that may be tricky or potentially confusing. In Part IV, you'll learn how to insert all kinds of things, from tables and pictures to charts and objects.
Part V: Document Design
Part V focuses on how documents are put together, as well as special considerations that depend on the ultimate destination of the document. You'll learn what you need in order to turn out professional reports, newsletters and brochures—and other specialized document formats. Part V covers page setup, textboxes, column formatting, and page background formatting. You'll be cautioned about using Word to create HTML. You also discover relatively new capabilities, such as Word's ability to create PDF and XPS files. If you don't know what those are you'll learn that, too.
Part VI: With All Due Reference
Part VI covers those elements typically used in what people call long documents. We'll revisit Master Documents—long the target of derision (and rightly so) and a continuing source of document corruption. Part VI also ventures into the wonderful worlds of bookmarks, indexing, hyperlinks, tables of contents (and other tables), footnotes, endnotes, citations, and Word's bibliography feature. If you've used information in one place, this chapter will show you how to reuse that information elsewhere in a variety of purposeful and powerful ways.
Part VII: Getting Out the Word
Part VII deals with specialized output formats, such as envelopes, labels, form letters, catalogs, and directories. It starts with identifying and creating data sources. Once you've identified and correctly dealt with your data source, the rest of what you do is made much easier. There are a lot of vestigial features in Word, some of which nostalgic Word users might find easier, faster, and more direct than Word's new cadre of tools. Where the Old Ways still exist, you'll learn how to find them and use them, as well as how to make them more accessible.
Part VIII: Power and Customization
Part VIII looks at the kinds of customizations users can make using Word's interface—not just the keyboard and the QAT (Quick Access Toolbar), but now the ribbon, as well. Part VIII shows you the many ways in which you can hone Word's options and settings to match your own style of working. You'll also learn how to create basic macros. The focus here is to show you how to automate repetitive chores, not how to write full-blown VBA programs. By the end of Chapter 49, you will be able to use the macro recorder to create power-user editing aids.
Part IX: Collaboration—Getting Along with Others
In Part IX, you'll learn about Word's and Office's collaboration tools, including co-authoring, comments, tracking (also called redlining), and how to deal with the feistier questions of document changes from a variety of different sources. One of the most confusing areas of Word historically has been its security settings — confusing because the settings aren't all in one place. In Part IX, you'll learn where the different haystacks are and where the various needles are hidden. You also learn about important changes to Word with respect to SharePoint Server, as well as a vital new tool for collaborators—SharePoint Workspace (which replaces the Groove client, and adds new capabilities). Also covered in this part is integration with other Office applications, such as Outlook, Excel, and PowerPoint.
Conventions and Features
There are many different organizational and typographical features throughout this book designed to help you get the most of the information.
Tips, Notes, and Cautions
Whenever I want to bring something important to your attention the information will appear in a Tip, Note, or Caution.
Tip
Tips generally are used to provide information that can make your work easier—special shortcuts or methods for accomplishing something easier than the norm.
Note
Notes provide additional, ancillary information that is helpful, but somewhat outside of the current presentation of information.
Caution
Cautions provide information about things to watch out for, whether simply inconvenient or potentially hazardous to your data or systems.
Minimum Requirements
The absolute minimum system requirement for Microsoft Office are as follows:
Computer and processor |
500 megahertz (MHz) processor or higher |
Memory |
256 megabyte (MB) RAM or higher |
Hard disk |
1.5 gigabyte (GB); a portion of this disk space will be freed after installation if the original download package is removed from the hard drive. |
Display |
1024 × 576 or higher resolution monitor |
Video card |
Pixel Shade 20 and Vertex Shader 2.0. Driver date later than November 1, 2004, and WHQL certified. |
Operating system |
Microsoft Windows XP with Service Pack (SP) 3, 32-bit, Windows Vista with SP1, Windows Server 2003 R2 with MSXML 6.0, Windows Server 2008 with SP2 (32-bit or 64-bit), Windows 7 or later (32-bit or 64-bit) |
Other |
- Co-authoring requires Microsoft SharePoint Foundation 2010 or SkyDrive, and might require more memory.
- Grammar and contextual spelling in Word 2010 is not turned on unless the computer has at least 1 GB memory.
|
Note that these are the absolute minimum requirements. If you just meet these, you can expect minimal performance. Realistically, your computer should have 2GB of RAM at the very least, and 4GB or more is preferred. If your processor isn't at least a dual-core or equivalent, Office 2010 won't run on your system; it will crawl.
If you plan to install both Word 2007 and 2010 on your 64-bit version of Windows, you must install the 32-bit version of Office 2010 (unless you're using a virtual solution, in which case, you aren't reading this section of the book). The 64-bit version of Office 2010 cannot be installed at the same time as Office 2007, which comes only in the 32-bit flavor.
Where to Go from Here
Will the Word 2010 Bible get you into heaven? Well, perhaps not that heaven, but if having a solid working knowledge of Word 2010 and a bag filled to the brim with tips, tricks, and techniques to make your Word life easier is your idea of heaven, then this book will get you through the front gate. If being an accomplished Word user or a Word expert is something that your job requires or something that will make you better able to do your job, then reading the Word 2010 Bible and taking its various commandments to heart will take you where you want to go.
Of course, no book can possibly tell you everything you're ever likely to need to know about any one computer program. With tens of millions of users around the world using Word 2010, there are going to be things that even the Word 2010 Bible can't anticipate. When you come up against a problem that boggles your mind, there are places you can go and resources you can tap.
Some of the most useful resources are Microsoft public communities or newsgroups. These communities are visited by millions of users, and are frequented by thousands of experts with many combined years of experience in using Microsoft Office and solving problems in ways that are efficient, effective, creative, and often novel. To tap this vast free resource, begin here:
www.microsoft.com/communities
Other tremendous free online resources are the many FAQs and articles created by Microsoft's huge corps of volunteer technical experts known as Most Valuable Professionals. To learn more about Microsoft's MVP program, visit:
http://mvp.support.microsoft.com
A wealth of helpful content has been assembled by these volunteers in a website that is independent of Microsoft and maintained by MVPs. To begin utilizing the Word-specific offerings, visit:
http://word.mvps.org/
If you have comments or suggestions for improving the Word 2010 Bible, please don't hesitate to contact Wiley at:
www.wiley.com.
Finally, if you have specific questions about Word 2010, please feel free to post them on my Word Bible blog:
http://word.herbtyson.com/
Part I
My Word, and Welcome to It
In This Part
Chapter 1 Brave New Word
Chapter 2 Quick Start
Chapter 3 Where in the Word Is…?
Chapter 4 Making Word Work for You
Chapter 5 The X Files—Understanding and Using Word's New File Format
Chapter 6 Make It Stop! Cures and Treatments for Word's Top Annoyances
The post-Word 2003 world is different. Part I's mission is to get you past the differences and up and running with Word 2010. This section offers answers to questions such as “Why did they change it?” and “How do I do what I used to do?”
Part I begins with things you need to know and want to know about Word 2010. Chapter 1 explains the post-Word 2003 interface and why Microsoft chose to radically overhaul Word's look and feel. Chapter 2 offers a quick start, showing both beginning and seasoned Word users how to start Word and use its many facets. Chapter 3 is targeted at veteran pre-Word 2003 users who might feel a little lost in the maze of new methods and features. Chapter 4 offers the best advice the author can give you about how to get the most out of Word by using styles and taking advantage of power user techniques. Chapter 5 demystifies Word's .docx file format, explaining why and how it's different from Word's legacy .doc format. Finally, Chapter 6 tries to anticipate your reaction to certain “helpful” features by showing you how to tame or take advantage of Word behaviors that you might consider annoying.