How to Format a Word Document

Basic Instructions for the Novice

By Jan K., The Proofer

© Copyright 2008

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This tutorial will assist you in creating a basic Word document. You will learn how to set margins, format paragraphs, insert page numbers, and use headers and footers.

If you are new to working with Word, please refer this helpful article:

You will also find helpful information about fonts, font sizes, font colors, and font treatments in this new, illustrated tutorial:

 

 

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For homeschoolers, learning to format a Word document can be two lessons in one! First, review the computer skills needed to format a document...

...and then create Word documents during lessons or to do assigned homework!

 

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Step 1.

When you open a blank Word document, it is just that---blank. As you can see in the illustration to the left, a new Word document is just like an artist's canvas---there's nothing on it until you put something there. (If a blank Word document doesn't look like this illustration to the left, go to Step X at the end of this tutorial to learn how to change the "view" mode.)

Microsoft Word is set up with "default" settings for font, font size, font color, margins, and other general text formatting. A "default" setting is a setting that "automatically" occurs when you open Word. (Although you can change Word's default settings, that's another tutorial altogether, and isn't something that you need to learn at this point.)

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Step 2.

There is nothing wrong with using Word's default settings. However, the default settings might not be suitable for the text that you need to create. You may need to format your text to comply with required page formatting, such as for a school paper or to submit to a website for publication. And maybe you just want to create a family newsletter that doesn't look so "generic."

The first thing to learn is how to adjust the "Page Setup" settings. These are the most basic settings: margins and print layout mode.

On the toolbar (the gray row under the blue bar at the very top of the computer screen), click on the word File. Now, click on Page Setup. If you click on File and do not see "Page Setup" to click on, then click on the down arrows at the bottom of the drop-down menu that appears, or simply hold the mouse key down for a few moments for the whole menu to appear.

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Step 3.

A pop-up window will appear, generally with the "Margins" pane showing. (If the "Margins" pane, as shown to the left, doesn't appear, then click on the word "Margins" on the "tab" that appears under the words "Page Setup" on the top blue bar of the pop-up window.)

Review this window pane. It is separated into four sections: Margins, Orientation, Pages, Preview. There are some buttons on the bottom of the window: Default, OK, Cancel.

Good---you're already learning new computer skills!

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Step 4. Change the top, bottom, left, and right margins.

A page "margin" is the blank space on the top and bottom and left and right sides of the page. This means that when you type something, it will NOT appear in the margins. The margins will always be blank (in terms of typed text). When you open the Page Setup window, the "default" settings appear.

To change any of the margins, simply change the number that shows in the field for that margin. You can do that one of two ways: Click in the field, and "type over" the number that already appears; or click on the up/down arrows to the right of the field until the desired margin setting is shown.

For example, change the top margin from 1" to 2-1/2" (2.5"):

  • Click in the margin field, click the mouse button and drag the mouse to highlight the number 1, and type 2.5 (type 2, hit the period key, type 5)

---or---

  • Click on the up arrow until 2.5 appears
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Step 5.

You may have noticed that the small picture of a page, in the lower right of the pop-up window, changed as you changed the top margin setting. (If it doesn't look like it has changed, then click the mouse anywhere but in the top margin field.) As you change every setting, that page illustration will change. You can experiment by changing all of the settings and just clicking on options---watch that page illustration to see how each setting will affect how the page prints!

Change the bottom setting to 1.5" in the same manner as in Step 4.

It isn't likely that you need to change the "Gutter" or the "Gutter position" settings. However, feel free to experiment. Change the settings and watch the page illustration at the bottom of the pop-up window to see what happens when you change them.

Now, look at the small page illustration in the bottom of the pop-up window. You will see that the bottom margin has changed as well. (If it doesn't look like it has changed, then click the mouse anywhere but in the top margin field.)

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Step 6. Page Orientation

There are two page "orientations": portrait and landscape.

Portrait means that the page prints so that the page is 8-1/2 x 11" (the standard "letter" page, or "top to bottom").

Landscape means that the page prints so that the page is 11 x 8-1/2" (the page is "left to right").

If you are still a little unsure about this, in the "Orientation" section of the pop-up window, click on the capital letter A that has the word "Landscape" under it. Then, look at the page illustration at the bottom of the pop-up window.

 

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Step 7. Pages

The default is "Normal"---and unless you know specifically that you need pages in a single text to print in one of the printing setups available (mirror, 2 pages per sheet, book fold), then you should not change this option.

 

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Once you hit the OK, button, the screen goes back to this view. It might not look different at this point, but when the page prints, it will have the correct margins for the settings that you change.

Step 8. Preview

This is an advanced setting. Under "normal" circumstances, you shouldn't need to change the setting. For some academic papers (such as a term paper, master's thesis, or post-graduate dissertation), it might be necessary to change the page setup of a single page of a multi-page document. For the purposes of this tutorial, do not change this setting.

There are two other "tabs" in this pop-up window: Paper and Layout. For the purposes of this tutorial, you will not need to change anything on those two tabs. However, you can click on each tab and review the settings that can be changed. Feel free to experiment by changing fields, just to see what happens.

At this point, you have learned the skills you need to change page margins and page print mode.

If you've made all the changes you want to make, click the OK button. (If you hit the Cancel button, none of the changes will be made. If you click the Default button, then the changes you made to this Word document will become the new default settings for every document---so be careful about doing this).

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  New Page 1

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Step X.

Does your blank Word document look like this? If so, then Word is set to "Print Layout" view.

Find the word "View" on the toolbar (the gray rows under the blue bar at the top of the screen). Click on View. Now click on Normal (to switch to the view shown in Step 5). If you click on View and do not see the word "Normal" to click on, then click on the down arrows at the bottom of the drop-down menu that appears, or simply hold the mouse key down for a few moments for the whole menu to appear).

 

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A font is the style of the type, the way the words look. Each of the font names below illustrate how that font looks:

  • Times New Roman (the default font for Word)

  • Arial (a popular font)

  • Comic Sans MS

  • Courier New

Are you not really too sure about Word terminology like font, font size, font color, and how to make text appear bold, italic, or underlined?

Refer to this fully illustrated tutorial that provides easy-to-follow instructions to learn these basic Word skills:

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