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:
- Go to the Insert tab on the ribbon.
- Select Header in the Header & Footer group.
- Choose a header style (e.g., Blank or Three Columns).
- Type your text in the header area (e.g., document title or company name).
Insert a Footer:
- Follow the same process, but select Footer instead.
- Add text like a revision date (e.g., "Revised: 01/01/2025").
Exit Header/Footer Mode:
- Click anywhere outside the header/footer or press Esc.
2. How to Create Page Numbers
How To:
- Go to the Insert tab on the ribbon.
- Click Page Number in the Header & Footer group.
- Select the location:
- Top of Page or Bottom of Page for common placements.
- Page Margins for more creative options.
- Choose a style (e.g., Plain Number 3 for bottom-right alignment).
- To format:
- Click Page Number > Format Page Numbers.
- Choose numbering styles (e.g., Roman numerals or starting from a specific number).
- To remove:
- Select Page Number > Remove Page Numbers.
3. How to Increase and Decrease Font Size
How To:
Using the Ribbon:
- Highlight the text you want to resize.
- Go to the Home tab.
- 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:
- Highlight the text.
- 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:
- Highlight the text you want to format.
- Go to the Home tab.
- In the Paragraph group, click Bullets (•).
- Press Enter to add a new bullet. Press Enter twice to exit the list.
Ordered Lists:
- Highlight the text.
- Go to the Home tab.
- In the Paragraph group, click Numbering (1, 2, 3).
- Press Enter to add a new number. Press Enter twice to exit the list.
5. How to Insert/Create a Table
How To:
- Go to the Insert tab.
- Click Table in the Tables group.
- Drag your mouse to select the number of rows and columns needed.
- 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.
- Add Rows/Columns:
6. How to Use Formatting Structures
How To:
- Highlight the text.
- 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.
- Adjust spacing and alignment as needed in the Paragraph group.
7. How to Use the Review Feature (Edit Grammar, Find and Replace)
How To:
- Go to the Review tab.
- Track Changes:
- Click Track Changes to monitor edits.
- Use New Comment to add notes.
- Spelling & Grammar:
- Click Spelling & Grammar to check for errors and fix them.
- 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:
- Click File > Save As.
- Choose a location and file name.
- Select a file format (e.g., Word Document or PDF).
Turn On AutoSave:
- If working on OneDrive or SharePoint, toggle AutoSave in the top-left corner.
Print Preview:
- Press Ctrl + P to open the Print Preview.
- Review how the document will look when printed.
9. How to Set Protections on a Document
How To:
- Go to the File tab.
- Click Info and select Protect Document.
- Choose an option:
- Mark as Final to make the document read-only.
- Encrypt with Password to restrict access.
- 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:
- Ctrl + S: Save your document.
- Ctrl + C: Copy selected text or objects.
- Ctrl + V: Paste copied content.
- Ctrl + X: Cut selected text or objects.
- Ctrl + Z: Undo the last action.
- Ctrl + Y: Redo the last undone action.
- Ctrl + A: Select all text and objects.
- Ctrl + P: Open the Print menu.
- Ctrl + H: Open the Find and Replace tool.
- Ctrl + B/I/U: Bold, italicize, or underline selected text:
- Ctrl + B: Makes text bold.
- Ctrl + I: Italicizes text.
- Ctrl + U: Underlines text.