Word Processing Lesson 05
Word Processing Lesson 05
LESSON 5
Rather than using the default settings that Microsoft Word provides, you can
use other settings and tools to change how your letters, lists, proposals, and
general correspondence look. One way to quickly customize a document is by
changing the way the text appears on the page by altering page margins,
resetting paragraph alignments, changing tab settings, and creating headers and
footers. When you create a document, you are doing more than just formatting
text; you have the capability to change the page layout of the document by
altering how text appears on the page.
You start this lesson by changing a page margin. A page margin is the amount
of space at the top, bottom, or sides surrounding the text on a page. You can
also use a header or a footer on a document with multiple pages. A header is
the text that appears at the top of a page that usually includes the title of the
work, the date, and page numbers. A footer is text printed at the bottom of the
page, which might include the date, author’s name, and the title of the
document.
You’ll also set tab stops for a particular paragraph within the document. A tab
stop or tab is used to indent the first line of a paragraph or to align text or
numbers in columns. You can also use Tabs to align columns of text within a
paragraph. Other settings include indents and spacing. Indents determine the
alignment of the paragraph in relation to the page margin setting, and spacing
indicates the area above and below the paragraph as well as the space between
the lines.
In this lesson, you will learn how to adjust page margin settings and set
paragraph alignment, indentation, and spacing. You’ll also learn how to change
indents, insert and clear tabs, and add page numbers to a document. In this
lesson, you will also create headers and footers, and change the page
orientation of a document.
5.2 Word Processing Fundamentals
To complete the procedures in this lesson, you will need to use the practice file
named Salary Survey 05 in the Lesson05 folder in the Word Processing
Practice folder that is located on your hard disk. This document was created to
publicize the results of a salary and benefits survey administered to a random
sampling of the members of Contoso, Ltd.’s public relations networking group.
In the following exercises, the By default, Word includes left and right page margins of 1.25 inches and top
Standard and Formatting and bottom page margins of 1 inch. You use the Page Setup dialog box to
toolbars have been adjust top, bottom, left, and right page margin settings, determine the
separated.
placement of headers and footers, and select the amount of text that you want
the settings to affect.
Lesson 5 Changing the Layout of a Document 5.3
In this exercise, you change the page margin settings using the Page Setup
dialog box.
1 On the Standard toolbar, click the Open button.
The Open dialog box appears.
2 Click the Look in down arrow, click the icon for your hard disk,
double-click the Word Processing Practice folder, and then double-
click the Lesson05 folder.
The contents of the Lesson05 folder appear in the Open dialog box.
3 Double-click the file Salary Survey 05.
The file Salary Survey 05 appears in Word, and the Open dialog
box closes.
4 On the File menu, click Page Setup.
The Page Setup dialog box appears. The current top margin setting
(1″) is selected.
You can also use the up and 5 In the Top box, type 1.5, and press Tab.
down arrows to the right of In the Preview section at the bottom of the dialog box, the top page
the settings to select preset margin shifts down to show what the text will look like.
sizes. The up arrow
increases the page margin
size, and the down arrow
decreases the page margin
size.
5.4 Word Processing Fundamentals
To turn the rulers on or off in To use the ruler, you should use Print Layout view, not the default setting of
Normal view and Print Layout Normal view, so that you can see the page margin settings relative to the page
view, on the View menu, click borders. You use Normal view to edit and format the document, but Normal
Ruler.
view doesn’t show the page margins relative to the page borders. You can also
use Print Preview to view your document as it will be printed, and you can
make changes to the margins in this view.
The horizontal ruler along the top of the document window shows the left and
right page margins as well as the left and right paragraph indents, such as first
line and hanging indents (you’ll learn more about these indents later in this
lesson). Often, the paragraph indents and page margins are the same; however,
it’s important to recognize that you can adjust the page margins or indents of
paragraphs independent of the page margins. The vertical ruler along the left
edge of the document shows the top and bottom page margin boundaries.
To change page margins using the ruler, you use Print Layout view, which is
shown below. This view allows you to see the page margins on the vertical and
horizontal rulers. When you position the mouse pointer over the page margin,
the mouse pointer appears as a horizontal double-arrow. You can then drag the
first line indent, hanging indent, left indent, or right indent marker to a new
location to reset the page margin. You’ll learn more about these indents in this
lesson.
Lesson 5 Changing the Layout of a Document 5.5
In this exercise, you change the page margins of the document using the ruler.
1 On the View menu, click Print Layout.
You can also change the
document view with the The document is displayed in Print Layout view. The 1.5-inch top
layout buttons along the page margin setting is reflected on the vertical ruler.
lower-left edge of the
document window. 2 Position the mouse pointer above the Left Margin marker on the
horizontal ruler until the pointer is displayed as a double arrow.
The left page margin shifts to the left, and all the text in the
document is adjusted. Notice that the tabs and columns in the
document are disrupted.
5 Release the Alt key.
6 Position the mouse pointer over the Right Margin marker until the
pointer is displayed as a double arrow.
5.6 Word Processing Fundamentals
7 Hold down the Alt key, and drag the marker to the right until the
measurement of 7″ is displayed in the white portion of the ruler.
The right page margin shifts to the right, and the text is adjusted.
Both the left and right page margins are now set at .75 inch.
8 Release the Alt key when the page margin is set.
9 On the Standard toolbar, click the Save button.
Word saves the document.
Keep this file open for the next exercise.
Formatting a Paragraph
As you enter and edit text, Word defines a paragraph as any amount of text that ends with a hard return.
Word inserts special Each time you press Enter, a paragraph mark (a hidden formatting character
characters or formatting that designates the end of a paragraph) is inserted into the document. Although
characters—such as spaces,
tabs, and paragraph marks—
you see the actual paragraph mark only if the display of nonprinting characters
into your document. These (or formatting marks) is turned on, the paragraph mark is still present. Even a
characters are not printed blank line is considered to be a paragraph because it ends with a hard return.
and do not appear on the
screen unless you click the The formatting that you select for a paragraph is applied to the next paragraph
Tools menu, click Options, that you type. This process occurs because all formatting associated with a
and select the Formatting
Marks check boxes on the paragraph is stored in the paragraph mark. When you begin a new paragraph,
View tab or the Show/Hide ¶ the paragraph takes on the formatting characteristics of the previous paragraph.
button on the Standard Alternatively, when you delete a paragraph mark, the preceding paragraph
toolbar. For more information
on using the Show/Hide ¶
takes on the formatting characteristics of the next paragraph.
button, see Lesson 3, “Using
Paragraphs are set by default to be single-spaced and left-aligned with no
Templates and Wizards.”
indentation. You change the default paragraph settings for single paragraphs or
groups of paragraphs by using the Paragraph dialog box, as shown in the
illustration on the following page. To access the Paragraph dialog box, on the
Format menu, click Paragraph.
Lesson 5 Changing the Layout of a Document 5.7
To format only one As with most Word formatting commands, you either select the paragraphs that
paragraph, click anywhere in you want changed and then apply formatting, or apply the formatting first and
that paragraph. To format then type the desired text.
multiple paragraphs, first
select the paragraphs that You can use the Indents and Spacing tab of the Paragraph dialog box to use and
will be affected.
modify alignment and indentation:
In this exercise, you change paragraph spacing and create hanging indents
using the Paragraph dialog box.
1 Scroll to the heading Salary Percentiles and select the heading and
all the text under the heading.
2 On the Format menu, click Paragraph.
The Paragraph dialog box appears.
3 Click the Indents and Spacing tab, if necessary.
4 In the Spacing section, in the After box, click the up arrow twice.
The paragraph spacing is changed to 12 points, and a preview of
the change is shown in the Preview section.
Lesson 5 Changing the Layout of a Document 5.9
You don’t have to select all 7 On the Format menu, click Paragraph.
text in every paragraph The Paragraph dialog box appears.
before you apply a paragraph
format. You need to include 8 Click the Special down arrow in the Indentation section, click
only part of the first and last Hanging, and then click OK.
paragraphs in the selection.
Word creates a hanging indent for the definition paragraphs, where
The formatting that you apply
still affects all the partially the first line hangs farther out from the following lines. The default
selected paragraphs. value for a hanging indent is 0.5 inch, which is what you use for this
exercise.
5.10 Word Processing Fundamentals
You begin indenting paragraphs by selecting the text and dragging the
appropriate marker to the desired position on the ruler.
To Do this
Fully indent a section Drag the Left Indent marker. All three formatting
markers move.
Be precise with the mouse
while working with the ruler
Indent only the first line Drag the First Line Indent marker only.
because it is easy to click
and drag the wrong marker.
Create a hanging indent Drag the Hanging Indent marker only.
Take your time and make
sure that you grab the right In this exercise, you change indent settings using the ruler.
marker by checking the
ScreenTip. If you find that 1 Under the sentence The following definitions pertain to…, select the
you dragged the wrong seven definition paragraphs.
marker and your text is
indented incorrectly, press
Ctrl+Z to undo the change
before you try again.
Lesson 5 Changing the Layout of a Document 5.11
2 Position the mouse pointer over the Hanging Indent marker on the
ruler (the bottom triangle).
The ScreenTip Hanging Indent appears.
3 Hold down the Alt key, and drag the Hanging Indent marker to the
right until a measurement of .75" appears to the left of the marker.
Release the mouse button, but do not deselect the text.
The paragraphs are indented 0.75 inch from the first line of each
Although you don’t need to
hold down the Alt key when
paragraph.
you drag one of the 4 Release the Alt key.
paragraph markers, doing so
allows you to see the 5 With the definition paragraphs still selected, drag the Left Indent
measurement that you want
marker (the square) to the 2-inch mark on the ruler.
to set.
Notice that all three formatting markers move and the paragraphs
are fully indented.
6 With the definition paragraphs still selected, drag the right Indent
marker (the triangle on the lower-right side of the ruler) to the 5.5-
inch mark on the ruler.
The right margin of the selected text moves to the left.
7 Click anywhere to deselect the text.
While automatic spacing between tab stops might be acceptable for most
documents that you create, you have the option of changing the spacing. For
example, if you are working on a document that has several columns of data,
you can change the tab settings so that the data is spaced evenly and is legible
on the page. When you use tabs, you might find that the columns created are
not always wide enough to accommodate your text.
In this exercise, you widen columns using the Tabs dialog box to change tab
settings.
If you have problems 1 Scroll to the heading Median U.S. Salary by Two-Digit Zip Codes,
selecting the text, click to the and select all the zip code lines below the heading (from 01 through
left of the first line 01 MA 98).
$51,920, hold down the Shift
key, and then select this line. 2 On the Format menu, click Tabs.
Release both the Shift key The Tabs dialog box appears.
and the mouse button. Scroll
down to line number 98. 3 In the Tab stop position box, type 1.
Notice that as you scroll, line
01 remains selected. When
you reach line number 98,
press Shift and select this
line. Word automatically
selects lines 02 through 97
for you.
Lesson 5 Changing the Layout of a Document 5.13
You can also select the type You can also create a leader tab, which is displayed as a row of dots from the
of tab and insert tab stops insertion point to the next tab stop. Leader tabs can be left-aligned, right-
using the horizontal ruler, aligned, centered, or decimal-aligned as well. You might have seen a leader tab
which is explained later in
this lesson.
before in a ledger or on a bill, where the total line has a row of dots leading to
the total of the bill to distinguish it from other entries that are above the leader
tab.
You set and clear tabs using the Tabs dialog box. Here you can set one or
multiple tabs, determine the alignment of the text to the tab stop, or clear all
existing tabs.
In this exercise, you set tabs using the Tabs dialog box. You then enter text to
see the results of the tabs that you add, and you clear a tab setting.
1 Press Ctrl+End to move the insertion point to the end of the
document.
If you intend to set a lot of 2 On the Format menu, click Tabs.
custom tabs, it is best to clear
The Tabs dialog box appears.
the defaults first. To clear the
defaults, in the Tabs dialog 3 In the Tab Stop Position box, type 1, and click the Set button.
box, click the Clear All button
before setting the custom 4 In the Tab Stop Position box, type 3, and click the Set button.
tabs. If you leave the default
tabs you have to press the 5 In the Tab Stop Position box, type 4.
Tab key more often.
Lesson 5 Changing the Layout of a Document 5.15
6 In the Alignment section, click the Decimal option, click the Set
button, and then click OK.
Two left-aligned tabs and a decimal tab are displayed on the ruler,
and the Tabs dialog box closes.
15 Notice that Word automatically selected the 4" setting in the Tab
Stop Position list. Now that the 4" setting is selected, click the 2
option in the Leader section.
16 Click the Set button, and click OK.
17 Press Tab, and type Average.
18 Press Tab, and type $44,670.
The space before the second tab is filled with leader dots.
19 On the Standard toolbar, click the Save button.
Word saves the document.
Keep this file open for the next exercise.
You can also use the Tab In this exercise, you enter more text and set tabs using the ruler.
Align button to set the first
1 Click to position the insertion point after the last 0 in the number
line indent and the hanging
indent. Click the Tab Align $55,500 and press Enter two times.
button until the First Line
Indent or Hanging Indent 2 Type the following four lines of information, using the Tab key to
symbol appears. Then on the move to each tab setting and press Enter after each line. Press Tab
ruler, click the position where and type:
you want to set the indent.
Age Base Mean
20-29 82 $37,800
30-44 178 $47,290
45 and over 200 $50,440
Now that there is more text on your screen, the results of the
alignment settings are apparent.
Lesson 5 Changing the Layout of a Document 5.17
3 Select all the rows of text on this page, except for the row labeled
Average, which is the last row.
4 Drag the second tab marker (located on the 3-inch mark) off the
ruler.
The tab is cleared and the text shifts.
5 On the left side of the ruler, click the Tab Align button, which now
appears as the Left Tab button on the ruler.
The Tab Align button changes to a Center Align button.
6 Click the ruler at the 3-inch mark.
A centered tab is set, and the text is realigned.
7 Click anywhere to deselect the text.
If you are using Normal view, You can add page numbers to a document using the Page Numbers command
you won’t be able to view any on the Insert menu. By default, page numbers are displayed at the lower-right
page numbers that you corner of each page. You can change the page number position to either the top
insert. You can, however,
view the page numbers in
or bottom of the page, and then you can specify the left, right, or middle of the
Print Preview or Print Layout page. You also have the option to show a page number only on the first page.
view.
5.18 Word Processing Fundamentals
In Normal view you cannot You can add header or footer text to a document in the upper- or lower-page
see the header and footer, margins. This text can be a document identifier such as a file name, or perhaps
but in Print Layout view you a page number or information about the author.
can.
In this exercise, you open the header, and then add text to the header.
If the Header and Footer 1 On the View menu, click Header and Footer.
toolbar is in your way, drag The Header and Footer toolbar and the Header and Footer boxes
the toolbar to move it. appear, and you now have access to the header. Notice that the
Header box is at the top of the page and the Footer box is at the
bottom of the page.
2 On the Header and Footer toolbar, click the Switch Between
Header and Footer button.
The insertion point moves from the header to the footer.
3 Click the Switch Between Header and Footer button again.
The insertion point is back in the header.
4 Type your name.
Your name appears in the upper-left corner of the header.
5 Scroll to the second page and look at the header.
Your name also appears there.
6 On the Header and Footer toolbar, click the Close button.
The Header and Footer toolbar closes.
Keep this file open for the next exercise.
You can change orientation even after you’ve started creating a document.
In this exercise, you change the page orientation from portrait to landscape.
1 On the File menu, click Page Setup.
The Page Setup dialog box appears.
2 Click the Margins tab, if necessary.
Notice in the Preview box 3 Click the Landscape option, view the Preview box, and click OK.
that the page orientation The text appears in landscape orientation.
changed from portrait (8.5″ x
11″) to landscape (11″ x
8.5″).
Lesson 5 Changing the Layout of a Document 5.21
4 On the Standard toolbar, click the Zoom down arrow, and click
Whole Page.
The first page of the document should now look similar to the
following.
Lesson Wrap-Up
In this lesson, you learned how to change page margins, format paragraphs, and
set and change tab stops. You also learned how to create headers and footers,
insert page numbers, and change the orientation of a document.
If you are continuing to other lessons:
1 On the Standard toolbar, click the Save button to save changes
made to the file that you edited.
Word saves the changes.
2 On the File menu, click Close to close the file.
Word closes the file.
5.22 Word Processing Fundamentals
Quick Quiz
1 Name three ways in which you can change the page margins in
Word.
2 How is vertical alignment similar and different from horizontal
alignment?
3 How do you display the measurements of the page margins?
4 How do you display the Headers and Footers toolbar?
5 What’s the difference between the Left Indent marker and the Left
Page Margin marker on the ruler?
6 How do you clear a tab stop?
7 How do you specify that you want to insert a page number in the
upper-right corner of the document?
8 When the headers and footers boxes are displayed, what two ways
can you switch between the header and the footer?
9 When you delete a paragraph mark, what formatting characteristics
does that paragraph take on?
important
In the Putting It All Together section that follows, you must complete
Exercise 1 to continue to Exercise 2.
Exercise 2: Type the following information on the next two lines, pressing
Tab between the entries.
Less than 2 years 37 $37,940 $43,250
2-5 years 164 $41,650 $55,000
Create a centered heading with the title Survey Results and a footer with the
current date on the left and Page X of Y on the right (where X is the current
page and Y is the number of pages). Save the file in the Lesson05 folder, and
close the document.
Exercise 3: In the Header and Footer toolbar there is an Insert AutoText
button. Open a new blank document and experiment with the various options
available through this feature. Save the file in the Lesson05 folder, and close
the document.
Exercise 4: In your open document, set up a list of your favorite musical
artists. Set a Left tab at 1″ and enter the name of the group or musician. Set
another Left tab and enter the name of a CD you own by this artist. If you own
multiple CDs, press Enter and press Tab twice to enter each of the CDs you
own in a separate line of text. Next to this information, set a Right tab at 5″ and
rank each CD on a scale of 1 to 10 (least favorite to favorite). Fill in the
information for several artists. Save the file in the Lesson05 folder, and close
the document.
Exercise 5: In this lesson we adjusted the spacing after a paragraph. What
other Spacing options are available for paragraphs and for lines? Explore the
Paragraph dialog box or use Word’s help files to find out more about paragraph
and line spacing.