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Microsoft 365 Word Tips and Tricks
Microsoft 365 Word Tips and Tricks

Microsoft 365 Word Tips and Tricks: Discover better ways of creating, customizing, and troubleshooting your documents

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Profile Icon Heather Ackmann Profile Icon Bill Kulterman
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Profile Icon Heather Ackmann Profile Icon Bill Kulterman
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Microsoft 365 Word Tips and Tricks

Chapter 1: There Is No One Word

Whether you've been using Microsoft Word every day for years or only occasionally, I can promise you that you haven't seen all that Word can do. Microsoft gives users a variety of choices in how to experience Microsoft Word from a variety of devices and operating systems. Often, with Word, your experience with the app will change based on which version you are using, the operating system, and the device. This chapter is meant to clarify the differences between the many possible options.

This chapter will cover the following main topics:

  • How to check your version
  • The different versions of Word
  • Word for different devices
  • Word on different operating systems
  • About this book

Before we start learning how to become more proficient in Microsoft Word, we need to figure out which version of Word we are using. There are several options available, and they are all slightly different from each other.

How to check your version

To check which version of Word you are using, open Microsoft Word.

On a PC

Follow these steps to check your Word version on a PC:

  1. From the Word Home screen, click Account in the bottom-left corner of the window.
  2. Under the Product Information area, in the About Word section, you'll find the version and build number.

On a Mac

Follow these steps to check your Word version on a Mac:

  1. From the Word Home screen, open the Word menu.
  2. Click on About Microsoft Word.

There, you will find the version number and other license information.

Why is this useful? You might be looking for a specific feature or tool that you have heard about from a friend or colleague and discover it doesn't seem to be part of your version of Word. Different versions of Word may have different features. It is important to understand that the subscription and online versions of Word receive product updates sooner than the Classic Word 2019 version. If you are missing something, you might need to update your version, or it simply may not have the latest updates available yet. The following screenshot is an example of the Product Information area within Microsoft 365 Word:

Figure 1.1 – Microsoft Word 365 version information

The following screenshot is an example of the Product Information area within Word 2019 perpetual version (that is, "Classic Word"):

Figure 1.2 – Classic Word 2019 version information

Figure 1.2 – Classic Word 2019 version information

To look up the update history for your supported version, the best place to go is Microsoft's documentation on the web:

On these Microsoft web pages, you will find the most up-to-date information for changes and releases as they are rolled out. But to help you understand what is on these pages, you need to know a little about the various versions of Word out there.

The different versions of Word

In the next few sections, we'll take a look at the various versions of Word that you may or may not have used, starting with Microsoft 365 Word.

Microsoft 365 Word

Microsoft 365 is a subscription-based service that includes the Microsoft Office suite of apps, which Word is a part of. There are several different subscription packages available, but all of them include some version of Word. There are subscription packages that are geared toward business, education, and home users.

Click-to-Run

The Click-to-Run version of Office installs Word locally on your computer. This allows you to use Word at any time, regardless of whether you are on the internet. The Click-to-Run version is available with all Microsoft 365 subscription packages, except for the Microsoft 365 Business Basic package. The Microsoft 365 Business Basic package only comes with the web and mobile versions of the Office apps.

If paying monthly or annually for a software package that continually updates is not something you want or need, you might want to consider the latest perpetual version of Word.

Word 2019

Word 2019 is the latest classic or perpetual version of the Word app. For those of you who have been using Microsoft Word for many years, this will be the purchase option you are most familiar with. You buy the software once, license it for a computer or device, and then can keep using it so long as that software is supported – in other words, perpetually. You don't need to purchase both a Microsoft 365 subscription for Office apps and the perpetual Office apps; you just need one version to use Office.

Do keep in mind, however, that the perpetual apps do not come with the same features or perks that the Microsoft subscription apps get. For example, the Word 2019 perpetual version will occasionally get security updates, but not get any new feature updates. Those on a Microsoft 365 subscription will get new features as they are released. Also, Word 2019 perpetual users do not have access to features that require Microsoft artificial intelligence (AI), such as the LinkedIn Resume Assistant and the new Editor in Word. Those advanced features are only available with a subscription since they require access to Microsoft AI services and ongoing updates. For many users, however, the Word 2019 perpetual version is more than enough. It is familiar and offers all the word processing power they require.

Older versions

There are many prior versions of Word that are still popular and in use; however, not all of them may be supported. Microsoft ended support for Office 2010 on October 12, 2020. These applications will still work, but they no longer receive any security updates. So, if users continue to use these outdated applications, they potentially expose themselves to security vulnerabilities. Using these outdated applications is incredibly risky, and we advise you to update to a supported version immediately.

Word for different devices

Word travels with you on a variety of mobile devices, which means Word has to adapt to a variety of different screen sizes and situations, as well as connectivity scenarios.

Word for the Web and mobile

All Microsoft 365 subscription packages come with the web and mobile versions of the Office suite, which includes Microsoft Word. Word for the Web is an online-only version of Word that is not as full-featured as the Click-to-Run version, while the Word mobile app can be installed on Android and iOS mobile devices.

Word for the Web

Word for the Web is a free, browser-based version of the app, and you must have a working internet connection to use it. You do not need a Microsoft 365 subscription to access Word for the Web, but you do need a free Microsoft account to log in. Word for the Web receives the latest product updates automatically, so you can be assured that you will be using the latest version. This is different from Word 2019, which receives updates much less frequently.

Word Mobile

Microsoft Word is currently available for download through the Apple App Store and Google Play Store, as well as several Android stores. Even though the app is free to use, signing in with a Microsoft account or a subscription account will allow you to store files in the cloud and access files on your desktop. With a Microsoft 365 subscription, the mobile app will have more features available, such as Track Changes, as well as the ability to add and edit chart elements, edit headers and footers, insert section and page breaks, and more. So, if you plan on editing documents from your mobile device or tablet, having a Microsoft 365 subscription is an advantage. The following screenshot shows what Microsoft Word looks like on an iOS device:

Figure 1.3 – Word Mobile on an iPhone

Figure 1.3 – Word Mobile on an iPhone

Now, compare this to Word Mobile on an Android phone:

Figure 1.4 – Word Mobile on an Android phone

Figure 1.4 – Word Mobile on an Android phone

Word Mobile is not limited to phones. You can also run Word Mobile on tablet devices. The following screenshot shows Word Mobile on an Android tablet:

Figure 1.5 – Word Mobile on an Android tablet

Figure 1.5 – Word Mobile on an Android tablet

Upon comparing these Android devices, even though both are running on the same operating system, we can see that the device sizes determine the look and layout of the interface. On a phone, all the buttons and commands appear at the bottom of the screen, making it easier to tap commands with your thumbs, while on a tablet, all the commands and buttons appear at the top of the screen, making it easier to tap with your index finger.

Word on different operating systems

In addition to Word changing its appearance with new updates and features being added every year, Word will also look different depending on what operating system you are using. Working on a Windows device or a Mac will have a subtle impact on how Word looks and behaves.

Word on a Mac

In addition to the different purchasing options for Office, you can also download either a Windows-based version of Office or Office for Mac. If you have a Microsoft 365 subscription, you get access to both Mac and PC versions of Office. Word, for either PC or Mac, is essentially the same, though it will look and act slightly differently, depending on its host operating system. If you buy a perpetual version of Word, you can choose whether to buy a PC version or a Mac version, so be careful which version you choose.

Differences in user interfaces

Take a look at the following screenshots of Microsoft Word. They are using the same subscription but on different operating systems – one has been taken of Word for Mac, while another has been taken of Word on a Windows PC. The first screenshot shown is of the Mac version of Word:

Figure 1.6 – Word for Mac user interface

Figure 1.6 – Word for Mac user interface

Notice the ribbon, menu, and title bar at the top of the screen and compare this screen to the Windows version of Word:

Figure 1.7 – Microsoft 365 Word on Windows 10

Figure 1.7 – Microsoft 365 Word on Windows 10

On the PC version of Word, you will not have any of those menus at the top. Instead, you will find a File menu in the top left-hand corner of the screen that will open a kind of backstage view. In this view, you will find options and controls for both your document and your copy of Word:

Figure 1.8 – The backstage view

Figure 1.8 – The backstage view

On the Account tab, you'll find all your account information. On the Options tab, you can open a window and find more advanced Word options. From here, you can even send feedback to Microsoft about things you like or dislike about the application. All these options look quite different on the Mac version.

Differences in features

On occasion, you may notice features available on the PC version of Word that are not available on every Mac version. A prime example of this is embedding fonts in documents, which has been available for many past versions of Word on PC but has only become recently available on Word for Mac for the Office 2019 and Microsoft 365 versions. So, if you are using an older version of Office, that particular feature may not be available.

On Word for Mac 2016 (version 16.16.27), inside the Save Options window (Word menu > Preferences > Save), you will see that there isn't an option to embed fonts anywhere in this window. If you are a Visual Basic developer, there are also differences in the object model between Mac and Windows versions of Office, so some macros may need to be rewritten or may not run at all on Mac:

Figure 1.9 – Save Options for Word for Mac 2016

Figure 1.9 – Save Options for Word for Mac 2016

Now, compare this to the Microsoft 365 Word for Mac version:

Figure 1.10 – Save Options for Microsoft 365 Word for Mac

Figure 1.10 – Save Options for Microsoft 365 Word for Mac

At the bottom of the Save Options window in the Microsoft 365 version of Word for Mac, there is a new section for Font Embedding.

So, the version of Word will determine what features you have and when you will receive updates. The operating system will determine where features are located, how those features look, and, to a lesser extent, how those features behave.

So, as you can see, the differences within operating systems may be based on the version rather than the operating system. As such, you need to know what version of Word you and others (as well as books and help articles) are using. In the next section, we will explain a bit more about the version we will be using throughout this book.

Differences in Appearance

To make matters slightly more confusing, you may notice that your copy of Microsoft 365 Word on Windows 10 may look different from your friend's or coworker's copy of Microsoft 365 Word on Windows 10.

Have a look at the following screenshot:

Figure 1.11 – Microsoft 365 Word on Windows 10

Figure 1.11 – Microsoft 365 Word on Windows 10

Notice the buttons and appearance of the Ribbon. Also, notice the Quick Access Toolbar in the upper left-hand corner. Now, compare the preceding image to the following image:

Figure 1.12 – Microsoft 365 Word on Windows 10 (Visual Refresh)

Figure 1.12 – Microsoft 365 Word on Windows 10 (Visual Refresh)

These differences are due to an update announced for select Windows 10 and Windows 11 Office apps (which includes Microsoft Word) referred to as Visual Refresh. Although things may look different, most of the functionality has remained the same with subtle differences here and there. With this refresh, Microsoft is trying to keep visual continuity and a consistent user interface between Word no matter which version you have.

The most striking difference you will encounter is that the color of the top bar of Word has changed from its traditional blue, to white, and the Quick Access Toolbar is hidden by default. If you use another theme, such as Dark Grey, then that theme will be consistent across all main Office apps and Windows.

Also, the Undo and Redo buttons have now moved to the Home tab, just before the Clipboard (cut and paste) commands:

Figure 1.13 – Missing QAT and Undo/Redo Buttons

Figure 1.13 – Missing QAT and Undo/Redo Buttons

If you would like to add commands or show the Quick Access Toolbar once again, there is now a menu underneath the Ribbon where you can do just that:

Figure 1.14 – Show Quick Access Toolbar

Figure 1.14 – Show Quick Access Toolbar

Just click the Ribbon Display Options drop arrow to the bottom right corner of the Ribbon to open a small menu. Towards the very bottom of the menu, you will see an option labeled Show Quick Access Toolbar. Select that option and your Quick Access Toolbar will appear as a small arrow either above or below your Ribbon. There, you can click and add commands just like you used to.

Now that we've learned a bit about what version we are using and how different versions of Word may look and act, let's learn how to use this book a bit more.

About this book

In this book, we will be using Microsoft 365 Word on PC for all the screenshots and demonstrations. The advice, tips, and tricks in this book are designed to be helpful regardless of the version of Word you are using. If, however, a piece of advice or a set of instructions do become version-specific, we will offer a version note and any suggestions, like this:

Note – Mac Users

If you are using Word for Mac, this feature is not available yet. If you want this feature, tell Microsoft by either sending a frown or by visiting http://word.uservoice.com.

Summary

Microsoft Word has been around since 1983 and has been growing, changing, and adapting ever since. Word is now available on multiple platforms and devices, allowing you to access your documents on the go from any device, regardless of connectivity.

If you are a Microsoft 365 subscriber, you can be assured that you will be one of the first to get the latest updates and features that Word has to offer. If this is not important to you, or your Word usage is minimal, perhaps the perpetual, classic, non-subscription-based option is better for you. Whichever version you choose and use, you will find that Microsoft Word will be a useful tool to learn and have.

In this chapter, we have given you a look at the many versions of Word to help you understand how the version you have will work for you. In future chapters, we will explore how to make the newest features of Word help solve some common everyday productivity problems.

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Key benefits

  • Lean into expert advice from Microsoft Certified trainers with decades of experience
  • Collaborate effortlessly with other even when you’re using different formats and versions of Word
  • Learn to undo tricky mistakes and troubleshoot difficult scenarios without panic

Description

If you’re proud of yourself for finally learning how to use keyboard shortcuts and the search function, but still skip a beat when asked to generate a table of contents, then this book is for you. Written by two experts who’ve been teaching the world about Word for decades, Microsoft 365 Word Tips and Tricks is a powerhouse of demystifying advice that will take you from Word user to Word master. This book takes you on a step-by-step journey through Word essentials with plenty of practical examples. With it, you'll explore different versions of Microsoft Word, its full functionality, and understand how these versions impact collaboration with others. Each chapter focuses on a different aspect of working with the legendary text editor, including a whole chapter dedicated to concentrating better with the help of Word. Expert advice will fill your knowledge gaps and teach you how to work more productively and efficiently with text, images, styles, and even macros. By the end of this book, you will be able to make better documents faster and troubleshoot any Word-related problem that comes your way. And because of its clear and cohesive structure, you can easily come back to refresh your knowledge whenever you need it.

Who is this book for?

Authors, copywriters, teachers, professionals, and everyone else who uses Word on a daily basis, but is still a little intimidated by it, will get a lot out of this book. You won’t need any prior knowledge of Microsoft Word’s advanced functions to get started, but the basics – like open, save, copy, and paste – are a must.

What you will learn

  • Track a document s changes as well as comment on and review changes by others, both locally and remotely
  • Use Word s navigation and view features to improve productivity
  • Generate more consistently formatted documents with Styles
  • Perform common tasks through simple formatting techniques, Quick Parts, customizing AutoCorrect/AutoFormat, and memorizing keyboard shortcuts
  • Troubleshoot the most frustrating formatting problems experienced by Word users
  • Create more universally accessible documents by adding Alt Text using the accessibility checker and other Word features
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Table of Contents

19 Chapters
Section 1: Working More Efficiently, Together or Alone with Word Chevron down icon Chevron up icon
Chapter 1: There Is No One Word Chevron down icon Chevron up icon
Chapter 2: Working with Others Remotely (Sharing and Collaboration) Chevron down icon Chevron up icon
Chapter 3: Reviewing Documents Remotely Chevron down icon Chevron up icon
Chapter 4: Concentrating Better with Microsoft Word Chevron down icon Chevron up icon
Section 2: Making Sense of Formatting Short and Long Documents Chevron down icon Chevron up icon
Chapter 5: Working with Short Documents Chevron down icon Chevron up icon
Chapter 6: Lists and Characters Chevron down icon Chevron up icon
Chapter 7: Structuring Long Documents for Better Organization Chevron down icon Chevron up icon
Chapter 8: Saving Time and Ensuring Consistency with Styles Chevron down icon Chevron up icon
Chapter 9: Working Faster with Automation Chevron down icon Chevron up icon
Chapter 10: Working with Illustrations, Charts, and Tables Chevron down icon Chevron up icon
Chapter 11: Writing for Everyone – Understanding Document Accessibility Chevron down icon Chevron up icon
Section 3: Help! Word Is Being Strange! Troubleshooting Common Problems Chevron down icon Chevron up icon
Chapter 12: Formatting Problems – Too Much Space Chevron down icon Chevron up icon
Chapter 13: Transforming Annoying Automation Chevron down icon Chevron up icon
Chapter 14: Fixing Frustrating Numbers and Bullet Lists Chevron down icon Chevron up icon
Chapter 15: Stuck Like Glue – Word's Deceptively Simple Paste Options Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

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Pervaiz Dostiyar Nov 17, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book takes a hands-on problem- and solution-based approach to implementation and provides associated methodologies that will have you up and running and productive in no time.Complete with step-by-step explanations of essential concepts and practical examples, you'll begin by exploring different versions of Microsoft Word and understand how these versions impact collaboration with others, along with exploring the features available.Throughout the book, you'll learn how to work more productively and efficiently, with others as well as by yourself, using Word's sharing and collaboration features and the new reading and accessibility features.This book will help connect the dots, providing scenarios and real world problems and solutions to common situations faced in business and home life.
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J. Peter Bruzzese Dec 04, 2021
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As an author, I've written these monster deep dives into Microsoft server solutions and applications. I know what it takes to do the job that Ackmann and Kulterman have done here. Nearly 500 pages on Microsoft Word... with crystal clear use-case explanation and copious screen captures that make it easy for anyone at any level to learn and/or master Word (be it 2019/2021 or 365). As a dinosaur Word user I was curious to see if they would avoid the subject of Macros... but it's in there. Next, I was curious to see how thorough the subject of document accessibility would be covered (Chapter 11) and it was incredibly thorough (I learned a ton on that one). The section I was eager to dive into was "Help! Word is Being Strange!" because I know over the course of my own career I have seen some crazy spacing, formatting, numbering, etc. issue. I think the more robust you try to make an application, providing for every scenario possible, the more complex and wonky, for lack of a better word, it can act. That section really clears up a ton of ... wonkiness (is that a word?). Bottom line... this book delivers in-depth coverage and true tips and tricks of a subject that is so often lacking in other texts. - J. Peter
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Echo S Jan 03, 2022
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This book isn't your basic book about "Here's how you add text." Duh, we all know how to type. No, this book is more like, "After you add text, here's how you apply a style to it (and furthermore, here's why you'd even want to do so)." Or, better yet, here's how you create your own styles. It hits the highlights you need to know.I especially love the last section because Heather and Bill don't just assume that Word works perfectly for everyone, every time. There are so many valuable troubleshooting tips! I mean, no other Word book tells you how to find all that random extra space that sometimes magically appears in your document text, much less how to get rid of it! Same with fixing weird formatting issues and list styles -- this is your go-to book for that and other need-to-know info!
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Cliente de Kindle Oct 21, 2024
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Elemental Pero Muy Bueno
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Dan Rey Nov 18, 2021
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Great book and from the first chapter “There Is No One Word” where they cover Word options to chapters on lists and characters, automation, illustrations/charts/tables to accessibility, fixing formatting problems & finally pasting options that seem simple, but are powerful when you peel back behind CTRL+V, this book covers everything you EVER wanted to know about Microsoft Word!
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  2. Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
  3. You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
  4. Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
  5. If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
  6. Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged? Chevron down icon Chevron up icon

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela