Word for Beginners | Tips & Tricks
Resource Guide

This resource guide was developed for beginners to better understand and work with Microsoft Word. These are just a few of the most commonly asked questions I receive working with end users. I hope this helps.

Word: 10 Tips and Tricks for Beginners


1. How to Create Header and Footer

How To:

  • Insert a Header:

    1. Go to the Insert tab on the ribbon.
    2. Select Header in the Header & Footer group.
    3. Choose a header style (e.g., Blank or Three Columns).
    4. Type your text in the header area (e.g., document title or company name).
  • Insert a Footer:

    1. Follow the same process, but select Footer instead.
    2. Add text like a revision date (e.g., "Revised: 01/01/2025").
  • Exit Header/Footer Mode:

    1. Click anywhere outside the header/footer or press Esc.

2. How to Create Page Numbers

How To:

  1. Go to the Insert tab on the ribbon.
  2. Click Page Number in the Header & Footer group.
  3. Select the location:
    • Top of Page or Bottom of Page for common placements.
    • Page Margins for more creative options.
  4. Choose a style (e.g., Plain Number 3 for bottom-right alignment).
  5. To format:
    • Click Page Number > Format Page Numbers.
    • Choose numbering styles (e.g., Roman numerals or starting from a specific number).
  6. To remove:
    • Select Page Number > Remove Page Numbers.

3. How to Increase and Decrease Font Size

How To:

  • Using the Ribbon:

    1. Highlight the text you want to resize.
    2. Go to the Home tab.
    3. In the Font group, click:
      • Increase Font Size (A↑) to make the text larger.
      • Decrease Font Size (A↓) to make the text smaller.
  • Using Shortcut Keys:

    1. Highlight the text.
    2. Use the shortcuts:
      • Press Ctrl + Shift + > to increase font size.
      • Press Ctrl + Shift + < data-preserve-html-node="true" to decrease font size.

4. How to Develop Lists: Ordered and Unordered

How To:

  • Unordered Lists:

    1. Highlight the text you want to format.
    2. Go to the Home tab.
    3. In the Paragraph group, click Bullets (•).
    4. Press Enter to add a new bullet. Press Enter twice to exit the list.
  • Ordered Lists:

    1. Highlight the text.
    2. Go to the Home tab.
    3. In the Paragraph group, click Numbering (1, 2, 3).
    4. Press Enter to add a new number. Press Enter twice to exit the list.

5. How to Insert/Create a Table

How To:

  1. Go to the Insert tab.
  2. Click Table in the Tables group.
  3. Drag your mouse to select the number of rows and columns needed.
  4. Enter your data in each cell.
  • Modifying the Table:
    • Add Rows/Columns:
      • Right-click inside the table, select Insert, and choose to add rows/columns.
    • Delete Rows/Columns:
      • Right-click the row/column you want to delete, select Delete, and choose Delete Rows or Delete Columns.

6. How to Use Formatting Structures

How To:

  1. Highlight the text.
  2. Go to the Home tab and use the Styles group to apply formatting:
    • Heading 1 for main headings.
    • Heading 2 for subheadings.
    • Normal for body text.
  3. Adjust spacing and alignment as needed in the Paragraph group.

7. How to Use the Review Feature (Edit Grammar, Find and Replace)

How To:

  1. Go to the Review tab.
  2. Track Changes:
    • Click Track Changes to monitor edits.
    • Use New Comment to add notes.
  3. Spelling & Grammar:
    • Click Spelling & Grammar to check for errors and fix them.
  4. Find and Replace:
    • Press Ctrl + H to open the Find and Replace tool.
    • Enter the word or phrase you want to find and the replacement.

8. How to Save Your Document and Use Print Preview

How To:

  • Save Your Document:

    1. Click File > Save As.
    2. Choose a location and file name.
    3. Select a file format (e.g., Word Document or PDF).
  • Turn On AutoSave:

    1. If working on OneDrive or SharePoint, toggle AutoSave in the top-left corner.
  • Print Preview:

    1. Press Ctrl + P to open the Print Preview.
    2. Review how the document will look when printed.

9. How to Set Protections on a Document

How To:

  1. Go to the File tab.
  2. Click Info and select Protect Document.
  3. Choose an option:
    • Mark as Final to make the document read-only.
    • Encrypt with Password to restrict access.
  4. Save and share the document securely.

10. Top 10 Shortcut Keys and What They Do

Why It’s Useful:

Shortcut keys save time by allowing you to perform actions without navigating through menus. These are some of the most useful shortcuts for beginners:

  1. Ctrl + S: Save your document.
  2. Ctrl + C: Copy selected text or objects.
  3. Ctrl + V: Paste copied content.
  4. Ctrl + X: Cut selected text or objects.
  5. Ctrl + Z: Undo the last action.
  6. Ctrl + Y: Redo the last undone action.
  7. Ctrl + A: Select all text and objects.
  8. Ctrl + P: Open the Print menu.
  9. Ctrl + H: Open the Find and Replace tool.
  10. Ctrl + B/I/U: Bold, italicize, or underline selected text:
    • Ctrl + B: Makes text bold.
    • Ctrl + I: Italicizes text.
    • Ctrl + U: Underlines text.
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