Beginning Microsoft Word Business Documents - From Novice To Professional (2006)

THE EXPERT’S VOICE® IN OFFICE

Beginning Microsoft

Word Business

Documents

From Novice to Professional

Learn How to Create Specialized Business

Documents with Microsoft Word

James J. Marshall

Beginning Microsoft

Word Business

Documents

From Novice to Professional

■ ■ ■

James J. Marshall

Beginning Microsoft Word Business Documents

Copyright © 2006 by James J. Marshall

All rights reserved. No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system, without the prior written permission of the copyright owner and the publisher.

ISBN-13 (pbk): 978-1-59059-728-6

ISBN-10 (pbk): 1-59059-728-1

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Lead Editor: Jim Sumser Technical Reviewer: Carlos Castillo

Editorial Board: Steve Anglin, Ewan Buckingham, Gary Cornell, Jason Gilmore, Jonathan Gennick, Jonathan Hassell, James Huddleston, Chris Mills, Matthew Moodie, Dominic Shakeshaft, Jim Sumser, Keir Thomas, Matt Wade

Project Manager: Richard Dal Porto

Copy Edit Manager: Nicole LeClerc Copy Editor: Ami Knox

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The information in this book is distributed on an “as is” basis, without warranty. Although every precaution has been taken in the preparation of this work, neither the author nor Apress shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the information contained in this work.

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Contents at a Glance

About the Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

■CHAPTER 1 Planning and Creating a Document

■CHAPTER 2 Creating a Business Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

■CHAPTER 3 Creating Marketing Brochures and Newsletters

■CHAPTER 4 Creating Forms for Printing or Distributing Electronically

■CHAPTER 5 Creating Legal Documents

■CHAPTER 6 Creating Data Sheets

■CHAPTER 7 Creating Organization Charts

■CHAPTER 8 Creating a Grant or Business Proposal

■CHAPTER 9 Automating Document Creation

■CHAPTER 10 Working with Large Documents

■INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

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Contents

About the Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

■CHAPTER 1 Planning and Creating a Document . . . . . . . . . . . . . . . . . . . . . . .

1

Getting Started with Word’s Outline View . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Entering the Main Body Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Specifying Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Formatting Your Document with Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Saving Your Document As a Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

■CHAPTER 2 Creating a Business Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

15

Getting Started with Word’s Outline View . . . . . . . . . . . . . . . . . . . . . . . . . 15

Creating a Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Adding a Cover Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Entering the Main Body Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Citing Sources with Footnotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Specifying Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Formatting Your Business Plan with Styles . . . . . . . . . . . . . . . . . . . . . . . . 26

Inserting a Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Modifying a Table’s Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Formatting Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Adding Captions to Your Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Generating Charts from Table Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Specifying Chart Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Adding Captions to Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Working with Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

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	■CHAPTER 3 Creating Marketing Brochures and Newsletters . . . . . . . . .	49

Specifying Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Inserting Columns in Your Newsletter or Brochure . . . . . . . . . . . . . . 53

Applying Borders and Shading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Inserting Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Editing Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Inserting WordArt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Working with Text Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Linking Text Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Adding Captions to Tables, Charts, and Pictures . . . . . . . . . . . . . . . . . . . 71

Specifying Print Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Scaling Your Brochure or Document to a Different Paper Size . . . . 73

■CHAPTER 4 Creating Forms for Printing or

Distributing Electronically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Designing a Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Entering Form Text and Form Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Creating Forms for Electronic Distribution . . . . . . . . . . . . . . . . . . . . . . . . . 82

Providing Help to Readers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Additional Form Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Protecting and Distributing Your Form . . . . . . . . . . . . . . . . . . . . . . . . 86

■CHAPTER 5 Creating Legal Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

87

Specifying Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Entering the Body Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Using Word’s Columns Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Formatting Columns Using Indents. . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Setting Line Spacing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Line Numbering. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Inserting Block Quotes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Creating Bulleted or Numbered Lists . . . . . . . . . . . . . . . . . . . . . . . . . 96

■CHAPTER 6 Creating Data Sheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Specifying Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Inserting Columns in Your Data Sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Creating Bulleted Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Inserting Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

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Inserting a Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Modifying a Table’s Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Formatting Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Working with Headers and Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

■CHAPTER 7 Creating Organization Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . .

123

Inserting an Organization Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Adding Text to Chart Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Inserting Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Editing Pictures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Formatting Your Organization Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Arranging Your Organization Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Rearranging Your Organization Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133

Adding Captions to Your Organization Chart . . . . . . . . . . . . . . . . . . . . . . 134

■CHAPTER 8 Creating a Grant or Business Proposal . . . . . . . . . . . . . . . . . .

137

Getting Started with Word’s Outline View . . . . . . . . . . . . . . . . . . . . . . . . 137

Creating a Table of Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Adding a Cover Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Entering the Main Body Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Specifying Page Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143

Formatting Your Business Proposal with Styles . . . . . . . . . . . . . . . . . . . 147

Inserting a Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Modifying a Table’s Layout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Formatting Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Adding Captions to Your Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Creating Bulleted or Numbered Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Numbering Pages with Footers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

■CHAPTER 9 Automating Document Creation . . . . . . . . . . . . . . . . . . . . . . . . .

167

Using Mail Merge to Complete Documents . . . . . . . . . . . . . . . . . . . . . . . 167

Mail Merge vs. Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Choosing a Data Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Setting Up Mail Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Inserting Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173

AutoText . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Using Preinstalled AutoText Entries . . . . . . . . . . . . . . . . . . . . . . . . . 174

Defining Your Own AutoText Entries. . . . . . . . . . . . . . . . . . . . . . . . . 175

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	■CHAPTER 10 Working with Large Documents . . . . . . . . . . . . . . . . . . . . . . . . .	177

Using Word’s Bookmark Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Working with Word’s Reviewing Features . . . . . . . . . . . . . . . . . . . . . . . . 178

Tracking Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Inserting Comments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Working with Document Versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Using Word’s Master Document Feature . . . . . . . . . . . . . . . . . . . . . . . . . 182

Creating Subdocuments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Adding an Existing Document to the Master Document. . . . . . . . . 183

Saving the Master Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Collapsing Subdocuments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Combining Subdocuments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Splitting a Subdocument into Two Subdocuments . . . . . . . . . . . . . 185

Printing a Master Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

■INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

About the Author

■JAMES J. MARSHALL is a copywriter and personal technology writer living in the Southwest. He currently writes the content for About.com’s word processing site, in addition to working on many other projects. For more information about the author and book, please visit his web site at http://jamesjmarshall.com.

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