Mastering Document Formatting Skills
Mastering Document Formatting Skills
In this module, you are going to develop your skills in creating documents for a purpose,
Did you know?
that will help you work towards your final project. The aim of the project will be to
Microsoft Word improve the layout of your school's guide to the internet. The guide will be used atone of
used to have a little the school’s internet events, so it will need to be well presented!
assistant called To enable you to do this, you are going to need to use some advanced formatting
Clippy to help techniques to create clear and well-designed documents. You will learn to format both
you on-screen. the text and the page itself, to make the document more appealing to your audience. This
Clippy looked like will include inserting tables and [Link] points into a document.
a paperclip. Some
people loved Clippy You will also .earn about:
but others felt he • how to use the fl nd a nd replace too I
was an irritation.
• how to add hyperlinks to a document
Clippy was retired
* how to add a cover page to a document.
along with the 2007
version of Wo rd.
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Introduction
It is an important and extremely useful skill to be able to create a formal-looking
Key term
document, t takes a lot of experience and hard work to learn how to successfully
create effective types of text styles, howto place images in suitable locationsand how Text style: this is
to use white space effectively. If you can create a formal-looking document, you can how text will look.
create a great impression on your teachers and even future employers that will have It includes the
a lasting impact, t will show anybody reading your document that care and attention font style, size and
has gone into the making of it. It is likely that you will need to experiment with different colon r.
text styles and placement of images, to find the best style and layout for the content im
your document. The type of style and layout that you choose will often depend on the
audience accessing it, as well as the intended purpose of your document.
need to change the font size, font style and font colour to the specific settings that you
have chosen for your title.
It is really useful to create a text style that applies all these settings at once. People
usually create a text style far their tit.e and the main body of their text. However, you
could create many different styles for different purposes, including subheadings and
sections of text that you want to emphasise.
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To create a new text style you should:
Key terms
1 Click on the Home tab and click on the arrow at the end of the ‘Styles’ section.
Tab: an area in
2 Click on the option 'Create a Style’. This will open a window that will allow you to
the software that
name the style that you want to create.
contains settings.
3 Type a name for your text style in the ’Name’ box.
Window: a viewing
area that opens 4 Choose a suitable name that will allow you easily to recognise the style and its
when you click a purpose within your document. For example, you could name a style: ‘My_Title:
button. Itcan be so that it can be easily found and applied whenever you create a new title for your
used to display document. When you have typed in a name for your text style, click on ‘Modify1.
different options on This will now open a window that you can use to format the text.
your screen.
If a text style
already exists with
the name that you
have chosen, a
window will appear
telling you this. You
5 You do not need to change any of the settings in the 'Properties’ section. Under the
will need to choose
‘Formatting1 section, you will be able to set the font style, font size, whether it is in
another suitable
bold, italic orunderlined, as well as the font colour.
name.
6 When you have selected the font setting that you wish to use, click on fOK
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7 You should now see your text style within the text styles section under the Home tab.
8 To apply your text style to any text, highlight the section of text that you want to
format and click on the text style that you have created.
Activity 1.1
Open the document '[Link]* that your teacher has provided you with. Create
a text style called ‘My_Title’. Set the text style to font style ‘Verdana*, font size 18
and font colour blue. Then, apply the text style to your title 'School Newsletter'.
Activity 1.2
Create a text style called ‘My_Subheading’. Set the text font style to 'Bookman Old
Style' and set as font size 14. Next, change the text to bold and change the font
colour to dark blue. Then, apply the text style to the two subheadings ‘Recent News'
and ‘Forthcoming Events’.
Activity 1.3
Create a text style called ‘ Picture_Caption’. Set the text font style to ‘Bookman Old
Style', font size 10, italics and font colour black. Apply the text style to the caption
text underneath the image.
Activity 1.4
Create a text style called ‘Body_texf. Set the text font style to 'Bookman Old Style’,
font size 12 and font colour black. Then apply the text sty.e to the remaining text in
the document.
Finally, save your document using the filename LMy_Newsletter.docx'.
Skill 2
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To set text wrapping for an image, you should:
1 Insert an image into your document.
2 select the image.
3 click on the Format tab and the Wrap Text button.
A menu will now appear with all the text wrapping options for you to choose from.
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* A red outline will now appear around the image with little black squares, indicating
the wrap points. If you move any of the little black squares, you will see the text
wrapping for the image change in appearance. You can also add additional wrap
points by clicking on the red line and dragging it. You should be able to see an extra
black square when you do this.
When you have applied the text wrapping setting, you will then need to choose whereto
place the image. One option is to simply dragthe image to a new position. To do this,
select the image, then [Link] the cursor over the image. Next, click and ho.d the left
mouse button. Then, move the image to its new location on the page.
Activity 2.1
Open the document ‘[Link]' and insert the image '[Link]' that your
teacher has provided you with. Wrap the text around the image using the square
text wrapping setting and place the image to the left-hand side of the text about
daffodils. Double-check that the text is clearly wrapped around the image.
Activity 2.2
Move your cursor next to the word ‘Tulip’. Now insert the image ‘[Link]'. Wrap
the text using the tight text wrapping setting. Drag the image across the page
and position it to the right-hand side of the text about tulips. Make sure the text is
wrapped around the whole outline of the image.
Activity 2.3
Insert the image ‘Daisy.jpg1. Wrap the text using the through text wrapping setting
and place the image to the right-hand side of the text about daisies. Edit the text
wrap points to make sure that the text wraps around the white space in-between
the daisies.
Save your document using the [Link] 'My_ flowers,docx'.
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Skill 3
To resize an image, first, select the image. You will see dots appear in the corners and on
the sides of the image. Move the cursor to one of the dots, then click and hold the left
mouse button. You can now move the cursor towards, or away from, the image to make
it larger or smaller.
To maintain the aspect ratio of the image, make sure that you use one of the dots in a
corner to resize the image rather than one of the dots on the side of the image. If you do
not maintain the aspect ratio of an Image, it will look poorly designed and will appear
distorted.
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Key term
One of the most important things about creating a document is the way you choose to
present the information. One way of presentinginformation to make it clearer and easier Table: a layout with
to understand, is to put it in a table. A table means that data can be grouped together boxes that can be
and given a title, to allow the audience to seethe information clearly. used to make text
To create a table, you should: easier to read.
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1 Move your cursor to the place that you want to create a table.
2 Click on the Insert tab and click on the Table button.
3 You will see a menu appearand at the top of the menu will be a grid of squares. You
will need to think about how many rows and columns you are going to use for the
data in your table.
4 Move the cursor to the square in the top left corner. You should see an orange outline
appear around this square.
5 Move the cursor to the right across the grid then choose and select the correct
number of columns that you need for your table.
6 When you have selected the columns, move the cursor down the grid and choose the
correct number of rows that you need for your table.
7 When you have selected a grid with the correct number of rowsand columns, click the
left mouse button.
You should now see a table appear in your document.
Don't forget to
include a row for
the titles in your
table.
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1 Click inside the cell within the table, next to where you wantto add the column.
2 You can add a column to the right of the cell, or to the left of the cell.
3 Click on the Layout tab and click on the Insert Left or Insert Right button.
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Activity 4.1
Open your document 'My_Newsletter.docx'. Add a table at the bottom of the
document, making sure that it has two columns and four rows. Add the following
titles to the top row in the table:
:
• Event
• :Date’
Then, add the following three events to the table:
• School sportsday, 1st June
• School summer show, 25th June
• School summer picnic, 5th July
Activity 4.2
Add an extra column to the end of the tab.e. Add the title ‘Cost to the column. Add
the following information to the column, with one item on each row:
• Free entry
* $5 entry fee
• $4 for each person
Activity 4.3
Add an extra row to the bottom of the table. Type the following event to the table:
‘School summer charity walk, 10th July, $5 for each person’.
Skill 5
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* Apple
* Pear
* Orange
* Grapes
• Melon
* Apricot
• Banana
* Cherry
* Strawberry
• [Link]
* Blackberry.
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You can also use numbered bullet points ratherthan a specific shape. You can add
numbered bullet points in the same way that you added shaped bullet points but you
will need to click on the Numbering button instead of the Bullets button.
Activity 5.1
Open your document lMy_Flowers.docx'. Add the following sentence to the top of
the document:
'The flowers that are [Link] in this document are:’
Then, add a bullet point list of the three [Link] that are [Link] in the document.
Activity 5.2
Change the bullets on your bullet point list to the following shape:
Activity 5.3
Add a numbered bullet point list to the bottom of the document. Do this by
changing the following list into numbered bullet points:
• Choose the right place in your garden foryour flower.
* Dig a hole big enough for the flower to fit in.
• Add some compost to the hole.
• Plant the flower and fill the hole again.
• Water the flower.
Skill 6
This should create a section at the top of the page that is separated by a dotted line and
includes a small label with 'Header' written on it.
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You can add information to the header in two ways:
1 You can simply type text into the header starting from where it says: [Type here].
2 You can also add specific information about the document, using the information
options [detailed below).
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C-W* HAtalr,
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[Link]
Ml
Atiwi Ifcr
Uwe
When you are happy with the information that you have added to the header and the
footer, you will then need to click on the Close Header and Footer button.
Activity 6.1
Open your document LMy_Flowers.docx' . Add a header to the document that
displays your name and the filename of the document.
Activity 6.2
Add a footer to the document that displays the page number and the date of the
document.
Skill 7
Adding columns
You might want to use a document to create a news article or feature. You might also
Key term want to make the lines of text shorter and easier to read. One way that you can do this is
Column: a layout by using columns within your document.
that can be used A document normally includes one sing.e column, that stretches the text across the
for text. page, from one side to the other. However, you can change the page layout to display the
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text in more than just one column. This can make your document look a bit more like a
magazine or newspaper article, or it can simply make the lines of text shorter and easier
to read.
To change the text so that it sits within two columns, you wil. need to:
1 Select the text that you wish to convert into more than one column.
2 Click on the Layout tab and the Columns button.
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The column menu will now appear, allowing you to choose how many columns you
would like to separate the text out into. Next, you need to select the number of columns
that you wish to include.
You should now see that your text has been split into the number of columns that you
have chosen.
You can also add an additional formatting technique to the columns to make them look
neater. If you look at the right edge of each column, you will notice that all the lines of
the text finish in different places. They don't all appear in a neat line, like they do in the
left-hand side of the column. You can use an additional formatting technique to make the
right-hand side of the column into a neat line as welll This is called "justifying the text’.
To justify the text, you should :
Key term
1 Select the text.
2 Click on the Home tab and the Justify button in the Paragraph section. Justify: the text
is evenly spaced
You will now see that tlhe text appears in a neat line down the right-hand side of the
between the left
column as well. This formatting technique spaces the text out in the column to create this
and right-hand
straight line.
margins of the
page-
Activity 7.1
Open the document 'School_News_Article.docx’ that your teacher has provided
you with. Change the text within the article so that it is split into three columns, then
justify the text within the columns.
Skill 8
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This will alter the orientation of the page that contains the selected text.
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Page margins
Key term
You will notice that if you look at a document page, there is white space around all of the
Margin: the section edges. This is because the text is set to be displayed at a specified distance from the edge
around the edges of of the page. This is called the margin.
a document.
Sometimes, you might have a lot of information that you wish to fit onto a page. In order
to create a little more room on the page itself, you could alter the margins.
Key term
Line spacing
Line spacing: the Sometimes, when you create a document, especially for school, your teacher might want
amount of space you to leave extra room between the lines of text on the page. This is so that they can
that is set between write their commentsabout how you can improve on your writing technique. It is difficult
each line of text to do this when the lines of text are very close together.
within a document
or a specified You can add Une spacing by using a formatting technique to move the lines of text
further apart, making additional room for your teacher to write comments. This
section of text.
J formattingoption [Link] line spacing.
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You can also change the line spacing to either ‘1.5 lines’ or ‘another value'. The ‘1.5 lines’
setting will create half a line of space between the lines and ‘Double’ lines wil. create a
whole blank line space between the lines of text.
Page border
To add finishing touches to your document, you might wish to add a border to each
Key term
page. This can make the document stand out and appear as though it is well-designed.
However, you should make sure that the border is nice and simple, or it might distract Border: a line
from the purpose of the document. that can be placed
around an image or
Adding a border to the pages in your document a block of text.
1 Click on the Design tab and click the Page Borders button. This will open a window J
of options for a page border.
2 Change the setting to ‘Box', ‘Shadow’ or‘3-D‘.
3 Choose a style of border in the style section.
4 When you have changed the setting and have chosen a particular style of border,
click on ‘OK1.
You should now see the border appear on each page.
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Activity 8.1
Open the document ‘School_News_Article.docx’ that your teacher has provided
you with.
Change the page orientation to landscape.
Activity 8.2
Make the page margins in the document smaller.
Activity 8.3
Change the line spacing in the document for the bottom paragraph of text to 1.5
spacing.
Activity 8.4
Add a border to the document.
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Activity 9.1
Open your document ‘My_riowers.docx' again. View the document in Print Preview.
Scenario
Staying safe when using the internet
Your school has created a leaflet that it wants to give out to all parents, inviting them to
an event at the school talking about the internet and internet safety. The event will teach
them all about howto stay safe when they or their children are using the internet and
some of the issues that they might find when using the internet.
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Activity 1
Open the document 1nternet_Leaflet.docx’ that your teacher has provided you
with. Look at the information about the event, detailed within the [Link].
Activity 2
Insert the image: [Link]' into the document and choose a suitable text wrap
for it.
Activity 3
Insert a table into the document and add the following information:
Activity 4
Insert the following list into the document, using bullet points:
Viruses and malware, Social media, Using the internet for research, Playing games
Activity 5
Change the page orientation to landscape and make the margins smaller. You could
move the text to make it fit the new page orientation more effectively. You could
also format the text to make it look interesting for the intended audience.
Activity 6
Add a suitable border to the page,, then view the page in 'Print Preview’ before
printing it to make sure that you are happy with the layout of the document, before
printing.
Challenge 1
There are many additional tools and options that you can use in Microsoft Word. There
are three more tools listed below that you can use to challenge yourself, when creating a
formal-looking document.
You can gothrough the document and replace each word separately, by clicking the
‘Replace’ option. Alternatively, you can replace all the words at once by clicking the
‘Replace All’ option.
Activity 1
Open your document ‘My_Flowers.docx' again. Change all instances of the word
‘Latin’ to ‘botanical'.
Challenge 2
Hyperlinks
Hyperlinks are a way of directing your audience to information in another place, such as
another documentor a website.
Creating a hyperlink
1 Select the word or words that you want to appear in the hyperlink
2 Click the Insert tab and the Link button in the Links section. This will open the
hyperlink window.
3 If you want to hyperlink to another document, you wil. need to find and select that
document within your files.
4 If you want to hyperlink to a webpage, type in theaddressof the webpage within the
Address box at the bottom of the window.
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Activity 2
Add the following text to the bottom of the T1y_ [Link]’ document:
Tor more information about flowers, click here.’
Insert a hyperlink to a website about dowers, using the words ‘Click here’.
Challenges
Adding a cover page
Another way of makings document look formal is to add in a cover page. A cover page
will tell your audience what the document is about. It can also attract their attention to
the document, making them want to read it.
To add a cover page:
1 Click on the Insert tab then click on the Cover Page button. This will open a window
that includes several choices of design for the cover page.
2 Click on the design that you wish to use so that the cover page will be added to the
beginning of the document.
3 Change the text on the cover page to make sure your audience is clear on what the
document is about.
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Activity 3
Add a cover page design that has flowers on it to the 'My_Flowers,docx' document.
Change the title to ‘All about flowers’ and the subheading to your own name.
Activity 2
Use your experience of using formatting options to make the guide look well-
designed and appealing to the parents attending the event. Look out for any
information that you could add to a table as well as information that could be
added to a bullet point list.
Reflection
1 Why is it important to make a document look formal?
2 How can you make certain information within the document clearer and easierto read?
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4 What should you consider when you are creating a document fora particular audience
and a particular purpose?