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Tag Archives: Word2010

Can I print a Word document to PDF and retain the tracked changes?

If you want to print or save a Word document to change it into a PDF, and you have Tracked Changes showing in the Word document, will those tracked changes still show up in the PDF?

I needed to check this myself this morning, so now I’ve confirmed what happens, I thought I’d write a quick article about it, on the grounds that if I’ve had to check, someone else will need to, too (bloggers: this is a good way to inspire blog posts if you’re lacking ideas!).

So here is the definitive answer to the question Can I save a Word document as a PDF and keep the tracked changes showing.

Why save a Word document with tracked changes into a PDF?

This came about because I was discussing plagiarism with a colleague and explaining what I do if I need to confirm from a client’s supervisor that it’s OK to make as many changes as I’m making to their text. I mentioned that sometimes I will send over a copy of the work so far, and sometimes I’ll go as far as to turn the Word document into a PDF so it can’t be altered between me and the supervisor. But will the tracked changes still show up?

Proof that tracked changes still show on the PDF

So here’s my Word document, complete with tracked changes (make sure these are showing):

Just a reminder that in the newer versions of Word you can save to a PDF automatically without having to go through third-party software. Choose File – Save As then drop the file type down to choose PDF:

Then when you open it in your PDF reader (I use PDF-XChange Viewer), there are all the tracked changes!

So, if you want to preserve your tracked changes so they can’t be, um, well, changed, printing to PDF will give you an image of them you can share.

I hope you’ve found this useful – do click the Like or Share buttons or comment if I’ve helped you out!

Please note: these tips work for Microsoft Word version 2007 and upwards. They are not guaranteed or tested for Word for Mac.

How to customise your contents page in Word

27 Mar

It’s Word Tips time again and today we’re going to talk about customising your contents page.

Why do people customise their contents page?

Sometimes you have lots and lots of sub-headings in a document but you only want to show the main or main and sub-headings on the contents page, not every tiny sub-sub-heading.

In addition, you might want to change the style of your contents page or its individual font and layout. Here’s how to do it, with a worked example of changing the levels that are shown.

Reminder: how do I insert a contents page?

Here’s our document, with headings at H1, H2 and H3 level. I’ve marked these up with their heading levels already (see here for how to assign heading levels).

If we just follow the usual process for inserting a table of contents, we will create a blank page before this one, then go to the References tab and choose Table of Contents, then click on one of the automatic options that come up.

This is the result: a table of contents that includes all the headings in our original text:

How do I select which heading levels appear in my Table of Contents?

If you want to ignore all headings below level 2 (1.1, 1.2) then you need to customise the table of contents.

As before, select the References tab and the Table of Contents button. However, now click on Custom Table of Contents

This will give you this dialogue box:

There are lots of different things you can do here. For example, you can choose to show or not show the page numbers in the table of contents, and whether or not to align them. The preview panes at the top will show you the results before you click OK.

Options allows you to choose the style for the table of contents from a set of heading styles, and Modify then Modify again allows you to completely customise the appearance of the table of contents text permanently, with underlining, different fonts, etc.

At the moment, we’re concerned with eliminating the level 3 headings from the table of contents.Click on the arrows by Show levels to adjust how many levels are displayed:

And click OK. Here we have changed the number of levels to 2, and the result is this:

Even though the text still has the same headings and levels it had before, the table of contents now just includes those headings down to Level 2

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents. Find all the short cuts here … Please note that these tips are for Word 2010 and later for Microsoft. I can’t guarantee or check they will work in Mac versions of Word.

Do let me know if this has helped you – and do share with the buttons at the bottom of this article.

Track changes – how do I get rid of the text box that appears when I hover over words in a Word document?

13 Feb

How do you get rid of document tooltips? How do you stop the little text boxes appearing when you hover over deleted or added words in Word. I had a query about this in a comment and thought that it warranted some screen shots and instructions.

What’s the problem here? What do you mean by these text boxes?

When you’ve worked with Track Changes enabled in Word, as well as showing you what your editor or collaborator has deleted or inserted into the text in red and with bubbles in the margin, you also get text boxes when you hover over the change. Here’s what that looks like:

Some people get annoyed by this, so here’s how to turn it off.

How do I turn off document tooltips aka those little text boxes that show me what I’ve deleted?

This process works for Word 2010 and later versions:

Click File on the far left of the tabs and then Options:

Once in Options, choose Display:

The Display dialogue box has an option to Show document tooltips on hover. Untick this by clicking in the square, then choose OK.

Now you won’t see those boxes in the document.

However, it does NOT turn off the useful tooltips in the rest of Word – so if you hover over any of the items on the Ribbon, you will still see the usual tooltips there.

If you’re using Word 2007, click the round button in the top left corner, choose Word Options at the very bottom of the dialogue box, then as above, select Display and untick Show document tooptips on hover.

Please note: these tips work for Microsoft Word version 2007 and upwards. They are not guaranteed or tested for Word for Mac.

How do I know when Track Changes is turned on? Word 2007, 2010, 2013 and 2016

15 Feb

This article quickly explains how you know when track changes is turned on.

Do also read these articles to find out more about track changes: what Track Changes is, why we use it and where to find it, and how to customise Track Changes to suit our own preferences and learned how to work with a document that has Tracked Changes.

We turn on track changes to make sure that whoever else is using the document can see what changes (additions, deletions, moving text) we have made in the text. If you are working with an editor, they will typically turn track changes on so you can see what they have suggested. When my clients send me back amendments to a text they’re working on, I ask them to turn track changes on so I can see easily what they have done to the document.

How do I know when track changes is turned on in Word 2007 and Word 2010?

Word 2007 and Word 2010 look a bit different from later versions.

When track changes is turned on, you will see the button highlighted in orange:

This means that every change you make will be displayed in Word and other people will be able to see them if they have the correct view in their version of Word.

If the button is white, like the rest of the area, track changes it not turned on.

How do I know when track changes is turned on in Word 2013 and Word 2016?

Word 2013 and Word 2017 look different and the highlighting is more difficult to see, in my opinion.

When track changes is turned on, you will see the button highlighted in blue-grey:

This means that every change you make to the document will be displayed in Word and other people will be able to see them if they have the correct view in their version of Word.

When track changes is off, the button will be white, like the rest of the area.

If you want highlighting to be in a different colour, you will need to change the theme, and that’s for another article!

This article has taught you how to check whether you have track changes turned on in your Word document. See the links below for more track changes articles.

If you have found this article useful, please share or “like” it using the buttons below, or leave me a comment to tell me what you think. Thank you!

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents.

Please note, these hints work with versions of Microsoft Word currently in use – Word 2007, 2010, 2013 and 2016 all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Relevant articles on this website

Track changes 1 – why use it, where can you find it, what can you do with it?

Track changes 2 – customising Track Changes

Track changes 3 – working with a document with tracked changes

How do I accept one reviewer’s changes?

Why are my tracked changes changing colour?

How do I move text using my Navigation pane in Word? How do I reorder the headings?

31 Jan

If you have set up Headings styles in your Word document, you can use the Navigation pane to move sections around the document without having to use cut-and-paste and endless scrolling. This article tells you how.

Note that this only works if you have applied headings styles to your document, i.e. marked your headings as Heading 1, Heading 2, etc. (see information on how to do this here).

How do I access the Navigation pane?

Please see this article with screen shots if you need help viewing the Navigation pane:

Press Control-F

View tab, tick the box next to Navigation Pane Show

How do I use the Navigation pane to move text?

You can use the Navigation pane to move all of the text under one heading. If you choose a heading with sub-headings, all of the text in the sub-headed sections will also move.

First, click on the heading for the text you want to move:

You can see that you will navigate to that heading in the document itself.

Then keep left mouse button clicked down and drag the heading up or down the list of headings (it will scroll automatically if you reach the top or bottom). A black line will appear at the insertion point:

When you’ve got the heading where you want it, let go of the mouse button to drop it into position. The whole of the text under that heading (including the text under any sub-headings) will have now moved:

This article has taught you how to move text under headings using the Navigation pane in Word. I hope you’ve found this article useful. Do please add a comment or use the sharing buttons below if you have found it useful or interesting. Thank you!

Why do I need to look at the Navigation pane?

If you have a long document with lots of headings, it’s really useful to get a view, a bit like a Contents page, showing all your headings and sub-headings.

The Navigation pane also gives you a handy way to move sections of your document around without too much copy-pasting and scrolling. Watch out for instructions on that, coming soon!

Note that this only works if you have applied headings styles to your document, i.e. marked your headings as Heading 1, Heading 2, etc. (see information on how to do this here). If you haven’t applied headings styles, Word can’t know what’s a heading and what’s normal text, so won’t be able to display your headings in the Navigation pane.

How do I access the Navigation pane?

Initially, your document will look like this: just the text on a page:

There are two ways to access the Navigation pane:

1. Press the Control and F keys at the same time.

2. Go to the View tab and tick the box next to Navigation Pane Show

In both cases, if you have headings set up in your document, you will now see the Navigation pane on the left-hand side of your screen:

You can see here that you have the top-level headings and sub-headings showing in your Navigation pane.

Make sure you are in headings view by checking the tabs at the top. You should be on the left-hand one:

How do I use the Navigation pane?

You can click on any heading in the Navigation pane to move directly to that heading in the document. For example, clicking on the “All about Twitter” heading in my Navigation pane will take me to that heading:

You can also use the Navigation pane to move chunks of text around, but I’ll talk about that in another article.

How do I close the Navigation pane?

You can close the Navigation pane using the x in the top right corner of the pane, or by unticking Navigation pane show.

This article has explained what the Navigation pane is, why you might find it useful and how to use it to view your document headings.

I hope you’ve found this article useful. Do please add a comment or use the sharing buttons below if you have found it useful or interesting. Thank you!

Why all the fuss? Why can’t I do it my way?

If you are formatting a document to be used by someone else, edited and changed or, especially, printed, it’s vital that you use the standard ways to lay out your document to prevent it getting into a mess or someone else having to reformat it (which could be expensive if you’re paying them). In addition, certain methods, especially using Enter to start a new line, can make your document messy as soon as you enter extra text before that line break (see the relevant article for details and examples).

How to start a new line in Word

Don’t use the space bar to move the cursor along until it finally gets to the next line

Do use a soft line return or a hard paragraph return:

Pressing the shift key and enter key at the same time at the end of your line will move the cursor to the next line without any paragraph breaks, spaces between the lines, etc. (this is very useful if you’re creating two-line captions)
Pressing the enter key at the end of your line will move the cursor to the start of the new line (this will give you a space between the two lines if you have your paragraphs set up like that

How to start a new paragraph in Word

Don’t use the space bar to move the cursor to a new line, then create a new line of spaces

Do use a hard paragraph return: hit the Enter key on your keyboard

How to put a space between paragraphs in Word

Don’t use the Enter key to add a line of white space

Do use the Line Space icon in your Home tab or the Paragraph menu to add a space after each paragraph

How to indent a paragraph in Word

Really don’t use the space key to line up the paragraphs

Don’t use the Tab key to indent the paragraph

Do either highlight the whole text and set the rulers at the top of the page OR set the Normal style to have an indent at the start of a paragraph

How to start a new page in Word

Don’t use the Enter key to move the cursor down to the next page

Do use the Enter and Control keys at the same time to force a page break

This article has summarised how to start a new line, paragraph and page and indent a paragraph correctly in Word.

What is a keyboard shortcut or shortcut key?

A keyboard shortcut allows you to use the keys on your keyboard to do tasks that you might normally need to use your mouse for, or which are buried deep in layers of menus. Click a couple of buttons and you have done what you wanted to do.

What is the purpose of assigning shortcut keys?

The clue is in the word “shortcut”. Assigning a keystroke or two to carry out common tasks will save time and is also used by people who need to use the mouse less, for example if they suffer from or are prone to RSI.

Are some actions in Word covered by shortcut keys anyway?

Yes, some actions in Word are already doable by using keyboard shortcuts. For example, you can copy text by pressing Control and C at the same time, or paste it somewhere using Control and V. You can also look for text pretty well anywhere there’s text by using Control and F together.

What we’re talking about here is assigning a new shortcut key to an activity that doesn’t already have one – or assigning a new key to a different shortcut.

How do I assign or change keyboard shortcuts?

To assign or change keyboard shortcuts or shortcut keys, you need to access the Customize Ribbon menu.

In brief, you can use one of these two paths:

File – Word Options – Customize Ribbon
Right-click on the tabs in the Ribbon – select Customize Ribbon

See this article for screenshots and more detail.

Once you’ve followed the trail to the Customize Ribbon dialogue box, you should be here:

Now click on Keyboard shortcuts: Customize.

The Customize Keyboard menu

This looks a bit weird at first. Basically, in the left-hand box you will find all of the tabs (and a few more) that you see in your Word ribbon. In the right-hand box, you will find all of the commands or actions associated with that tab. So when you first go into this menu, you’ll see the File Tab and a load of things you probably don’t normally do:

However, if you move to the Home Tab (by clicking on it) you will see some more familiar items – and note that they’re in alphabetical order.

Here you can see under Current keys that Bold has the shortcut keys Ctrl+B and Ctrl+Shift+B, which means that you can hold down Control and the b key at the same time, or Control and Shift and the b at the same time to make the text that’s highlighted or the next text you type bold. You might have known how to do that already: here is where that shortcut can be set, removed or changed.

If you scroll down the list of tabs, headed Categories, you will find one called Commands Not in the Ribbon which is a useful list.

Let’s say I wanted to change the shortcut for AllCaps (i.e. to change the highlighted text or next text I type to be ALL IN CAPITALS).

I click on the AllCaps Command and then press the new shortcut key I want to assign to that – in this case I’ve chosen Ctrl+C – so I hit those keys and Ctrl+C gets added into the box under Press new shortcut key:

What if the shortcut key I want to use has already been assigned?

Here we can see that Ctrl+C is already assigned to EditCopy. If I assign Ctrl+C to AllCaps, it will then move over from EditCopy to AllCaps and will no longer be available for EditCopy.

Of course, this might not matter, if the other command is one you don’t use anyway. If you want to assign this shortcut, go ahead and press Assign. The shortcut will move into the Current keys section.

How do I remove or cancel a keyboard shortcut?

If you want to remove the keyboard shortcut you’ve just created, or one that you keep hitting by accident, highlight the one you want to remove and press the Remove button beneath it. Note: if you’ve reassigned a shortcut key and want to put it back to how it was, you will need to find its original command and add it back in there.

How do I save my keyboard shortcuts?

When you’ve assigned your shortcuts, press the Close button on the Customize Keyboard menu and the OK button on the Customize Ribbon menu.

Note: you can save changes in a new template, if you want to keep your standard Word template as it is. Drop down the Save changes in: list to do that.

In this article I’ve explained how to assign and remove keyboard shortcuts or shortcut keys to give a short cut that will save your mouse hand. If you’ve enjoyed this article and found it useful, please share using the sharing buttons below, or comment if you’ve searched for it and used it and I’ve helped you. Thank you!

How do I access the Customize Ribbon menu in Word 2010, 2013 and 2016?

29 Mar

This article explains how to access the Customize Ribbon menu, from where you can customise your ribbon. This will link in to posts on customising the ribbon and assigning keyboard short-cuts.

This information applies to Word 2010, 2013 and 2016 for PC.

What is the ribbon in Word?

The ribbon is the set of menus found at the top of your screen in Word which allow you to do all sorts of things, from changing the font to merging documents and adding tables. You can use short-cut keys for some commands, and I’ll explain that in another article. You might call it a toolbar, too. Here it is:

Why would I want to customise the ribbon in Word?

The ribbon in Word is filled with things Microsoft thinks you will want to use, in places it thinks you will look for them. But you might well want to customise it to add your own favourite short-cuts and commands. Or you might want to remove a particular tab altogether, and Word allows you to do this.

How do I find the customize ribbon menu?

There are (of course) two ways to get to the dialogue box where you customise the ribbon.

The first way uses the File tab, the second uses a right-click.

Using the file tab:

Navigate to the Word Options menu:

And once in Options, select Customize Ribbon:

The alternative way is to right-click anywhere on the tabs in the ribbon and then select Customize Ribbon:

How do I customise the Word ribbon?

Following either of the routes described above, you should come to this menu:

On the left-hand side, you can see a list of commands, and on the right-hand side you can see a representation of the tabs you have in Word at the moment.

Here are some things you can do:

Add an item to the Word ribbon (see above) – highlight the item you want to add, highlight where you want it to go, and click the Add button in the middle
Remove an item from the Word ribbon – find the item you want to remove by expanding all the menus on the left, highlight it and click the Remove button
Create a new tab – maybe you want to make a tab that only contains commands you use a lot – you can use the New Tab button on the left to create a new tab, then add items to it (an item can be in more than one tab)
Rename your tabs – rename them to whatever you want!

Don’t forget to click OK before you exit from this menu – or Cancel if you don’t want to change anything after all.

In practice, I wonder how many people do much customisation – do let me know in the comments if you’ve either customised your ribbon already or have followed these instructions to do so.

This article has shown you how to find the customize ribbon menu, why you might want to customise the ribbon in Word, and how to do it.

Tag Archives: Word2010

Why save a Word document with tracked changes into a PDF?

Proof that tracked changes still show on the PDF

Other track changes articles on this website

Why do people customise their contents page?

Reminder: how do I insert a contents page?

How do I select which heading levels appear in my Table of Contents?

Related articles on this website

What’s the problem here? What do you mean by these text boxes?

How do I turn off document tooltips aka those little text boxes that show me what I’ve deleted?

Other track changes articles on this website

How do I know when track changes is turned on in Word 2007 and Word 2010?

How do I know when track changes is turned on in Word 2013 and Word 2016?

Relevant articles on this website

How do I access the Navigation pane?

How do I use the Navigation pane to move text?

Other useful articles on this blog

Why do I need to look at the Navigation pane?

How do I access the Navigation pane?

How do I use the Navigation pane?

How do I close the Navigation pane?

Other useful articles on this blog

Why do we use keyboard shortcuts?

What are the rest of the keyboard shortcuts using the Control key, then?

Why all the fuss? Why can’t I do it my way?

How to start a new line in Word

How to start a new paragraph in Word

How to put a space between paragraphs in Word

How to indent a paragraph in Word

How to start a new page in Word

Related articles in this blog

What is a keyboard shortcut or shortcut key?

What is the purpose of assigning shortcut keys?

Are some actions in Word covered by shortcut keys anyway?

How do I assign or change keyboard shortcuts?

The Customize Keyboard menu

What if the shortcut key I want to use has already been assigned?

How do I remove or cancel a keyboard shortcut?

How do I save my keyboard shortcuts?

Related articles on this blog

What is the ribbon in Word?

Why would I want to customise the ribbon in Word?

How do I find the customize ribbon menu?

How do I customise the Word ribbon?

Related articles on this blog

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