cover

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

Title Page

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.