Editors' Association of Canada

On-Screen Editing with Microsoft Word

Accessing and Managing Word Documents

  • Receiving, returning, and saving documents:
  • Receive and return documents through Outlook
  • Zip and unzip files
  • Receive and return documents using FTP
  • Create a new document
  • Open existing documents
  • Set the Save options
  • Recover documents after corruption or crash

Viewing documents:

  • View document in different modes
  • Change magnification of the display
  • View overview of page
  • View headings only
  • View two parts of document at the same time
  • View two different documents at the same time

Navigating documents:

  • Identify current location in document
  • Display document structure
  • Go to a different page
  • Return to last cursor location
  • Go to next or previous page

Printing documents:

  • Print entire document, one page only, or specific pages
  • Check status of print job
  • Cancel a print job

Viewing and customizing the Word functions:

  • Add, remove, or reposition toolbars
  • Copy, remove, or reposition toolbar icons
  • Create new toolbar buttons
  • Create macros
  • Access the Help

Working with Text

Selecting text:

  • Select a character, a word, a line, a sentence, a paragraph
  • Select a block of text
  • Select a block of text with any horizontal dimension
  • Select entire document
  • Specify automatic selection of entire words
  • Select elements within a table

Editing text:

  • View document in different modes
  • Insert or overwrite text
  • Enter characters not found on keyboard
  • Cut, copy, paste, delete and move text
  • Cut and paste multiple items
  • Specify formatting of pasted text
  • Find strings of text
  • Find and change strings of text
  • Undo last action(s)
  • Reverse an Undo
  • Repeat last action

Using the text correction tools:

  • Check for spelling and/or grammatical errors
  • Specify automatic flagging of possible errors
  • Specify language for spell checker
  • Correct errors
  • Run a systematic check for errors
  • Use automatic correction for common typos
  • Use automatic correction to speed up frequently typed words or phrases
  • Use automatic correction for capitalization and formatting
  • Override automatic corrections

Other functions for editors:

  • Access the thesaurus function
  • Access other editorial resources
  • Display readability statistics
  • Count words
  • Keep track of time spent working on the document

Using Track Changes

Setting the Track Changes options:

  • Turn Track Changes on
  • Set the user identification
  • Specify how tracked changes will appear
  • Specify the colour in which changes will appear
  • Set options for marking and formatting
  • Turn Track Changes off

Applying tracked changes:

  • Determine positioning of text revisions
  • Determine extent of text revisions
  • Undo revisions
  • See how text would look with changes incorporated or rejected
  • Cut and paste text that contains tracked changes
  • Indicate revisions to formatting
  • View revisions to spacing
  • Revise another editor's tracked changes
  • Enforce the use of Track Changes

Adding comments:

  • Create a comment
  • View a comment
  • Revise a comment
  • Remove a comment
  • Type comments directly into the text

Viewing tracked changes (author's role):

  • Ensure that tracked changes are showing
  • Use revision bars
  • See different reviewers' changes in different colours
  • View only those changes made by one reviewer
  • See how text would look with changes incorporated or rejected
  • View tracked changes systematically
  • View tracked changes on paper

Accepting or rejecting tracked changes (author's role):

  • Accept/reject revisions systematically
  • Accept/reject all revisions within a block of text
  • Accept/reject only revisions made by one reviewer
  • Accept/reject all revisions in document

Other Track Changes functions:

  • Compare documents: Generate tracked changes retroactively
  • Merge documents: Combine different reviewers' changes into one file

Formatting

  • Applying text styles manually:
  • Change type style to bold, italic, underline, or other effects
  • Change type font, size, colour, case
  • Change multiple attributes
  • Mark text as hidden
  • Highlight text with colour
  • Change colour of highlighting
  • Apply the style of one string of text to another

Applying built-in text styles:

  • Apply built-in styles to text
  • Show style names in margin
  • Add more styles to the Style list
  • Modify a built-in style
  • Create a new style
  • Display styles for each line of text
  • Use a client's template file

Applying layout:

  • View formatting marks
  • View boundaries of text area
  • Force a page break
  • Divide document into sections
  • Merge sections
  • Set text to landscape orientation
  • Create columns
  • Set margins
  • Set alignment of text
  • Set indenting of text
  • Set line spacing
  • Adjust vertical spacing
  • Adjust horizontal spacing
  • Add non-breaking space or hyphen
  • Globally change space separators

Creating and editing lists:

  • Create a simple list
  • Create a multi-level list
  • Convert paragraph to list items
  • Convert list items to paragraph
  • Change style of list
  • Have item appear without a bullet or number
  • Change indentation of list items
  • Right-align list numbers
  • Sort a list

Working with Tables

  • Creating and navigating a table:
  • Create a new blank table
  • Put table in landscape orientation
  • Populate a blank table
  • Put regular text in table form
  • Convert table to regular text
  • Delete contents of cells

Working with rows, columns, and cells:

  • Add, move, and delete rows
  • Add, move, and delete columns
  • Recapture border that has gone off the screen
  • Adjust height of row
  • Adjust width of column
  • Adjust width of cell
  • Set column to exactly contain the text within it
  • Make columns the same width
  • Split a cell
  • Merge cells
  • Divide a cell diagonally
  • Split a table
  • Merge tables

Working with multi-page tables:

  • Have column headings repeat on each page
  • Specify where table is to break
  • Force row to start on a new page
  • Recapture text that disappears into bottom border

Applying borders and shading:

  • Show or hide table borders
  • Change style of borders
  • Add shading to cells
  • Add colour to cells

Positioning text within cells:

  • Adjust horizontal, vertical spacing
  • Center cell entry horizontally and/or vertically
  • Orient text vertically
  • Align cell entries
  • Align numerical entries
  • Create a nested table

Adding Non-Body Text Elements

Headers, footers, and page numbers:

  • Add a header or footer
  • Add page numbers
  • Include total page count in page numbering
  • Specify different headers or footers for different parts of document
  • Delete a header, footer, or page number

Table of contents:

  • Create a table of contents
  • Specify which headings are to be included
  • Add entries other than headings
  • Change the appearance of TOC entries
  • Refresh a table of contents
  • Delete a table of contents

Other functions:

  • Create footnotes
  • Create endnotes
  • Insert cross-references
  • Display line numbers in margin
  • Sum numbers in a table
  • Add a watermark