Lesson 1: Text and paragraph formatting
This course describes Word for Microsoft 365 on Windows. On a Mac or in Word for the web, some menus and shortcuts differ.
Character formatting
Character formatting changes how letters look. Select the text, then use the Home tab or a shortcut.
| Shortcut | What it does |
|---|---|
| Ctrl+B / Ctrl+I / Ctrl+U | Bold / italic / underline |
| Ctrl+Spacebar | Remove character formatting (bold, italic and so on) |
| Ctrl+K / Ctrl+Z / Ctrl+Y / Ctrl+S | Hyperlink / undo / redo / save |
Paragraph formatting
Paragraph formatting changes a whole paragraph.
| Shortcut | What it does |
|---|---|
| Ctrl+L / Ctrl+E / Ctrl+R / Ctrl+J | Align left / centre / align right / justify |
| Ctrl+1 / Ctrl+5 / Ctrl+2 | Single / 1.5-line / double line spacing |
| Ctrl+T (Ctrl+Shift+T to undo) | Hanging indent |
| Ctrl+Q | Remove paragraph formatting |
| Shift+Enter | New line in the same paragraph (line break) |
| Ctrl+Enter | Insert a page break |
| Ctrl+Shift+Spacebar | Nonbreaking space |
For more control, open the Paragraph dialog box. Spacing Before and After set the space above and below each paragraph, so you never need empty lines. Line spacing can be Single, 1.5 lines, Double or Multiple. Multiple at 1.15 means lines are 15% further apart than single spacing. A first-line indent moves only the first line in. A hanging indent keeps the first line at the margin and indents the lines under it.
Format Painter
Format Painter (Home tab, Clipboard group) copies formatting from one place to another. Select the formatted text and single-click Format Painter to apply the format once. Double-click it to apply the format to many places, then press Esc to stop. With the keyboard, Ctrl+Alt+C copies formatting and Ctrl+Alt+V pastes it.
Paste options
When you paste with Ctrl+V, a Paste Options button appears (you can also press Ctrl to open it).
- Keep Source Formatting: keeps the formatting of the copied text. Word does this by default.
- Merge Formatting: drops most formatting but keeps bold or italic used on some of the words, and takes the style of the paragraph you paste into.
- Keep Text Only: drops all formatting and non-text items such as pictures and tables.
- Picture: pastes the text as an image that can no longer be edited.
Show/Hide, Find and Replace, and spelling
The Show/Hide button (Ctrl+Shift+8) shows hidden characters such as spaces, paragraph marks and tab marks.
Ctrl+H opens Replace. Type the text in Find what and the new text in Replace with. Replace changes one match at a time; Replace All changes every match without stopping. Match case finds only text with the same capital letters. Find whole words only avoids partial matches, so replacing "Lee" does not change "Leeds". Ctrl+F searches from the Navigation pane.
Word marks possible spelling errors with a red squiggly line and possible grammar errors with a blue squiggly line. Press F7 to check the whole document. If a correct word, such as a company name, keeps being flagged, right-click it and choose Add to Dictionary.
Practical exercise: format a staff memo
Open a blank document and type the memo below, one line per paragraph. Then format it as the tasks describe.
| Część | Text to type |
|---|---|
| Title | MEMO |
| To | To: All site staff |
| From | From: Operations manager |
| Data | Date: October 20, 2026 |
| Subject | Subject: New sign-in procedure at Bldg A |
| Body | Starting Monday, sign in at the Bldg A front desk before your shift. |
Make MEMO bold and centred.
Pokaż odpowiedź
Select MEMO, press Ctrl+B for bold and Ctrl+E to centre the paragraph.
The To, From, Date and Subject lines should have no extra space between them. How?
Pokaż odpowiedź
Select them, open the Paragraph dialog box and set Spacing After to 0 (or use Shift+Enter line breaks).
Make To:, From:, Date: and Subject: bold quickly after formatting the first one.
Pokaż odpowiedź
Double-click Format Painter on the bold To:, drag over the other labels, then press Esc.
Change "Bldg" to "Building" everywhere, safely.
Pokaż odpowiedź
Press Ctrl+H, type Bldg in Find what and Building in Replace with, select Find whole words only, then choose Replace All.
Text pasted from a web page arrives in another font and colour. Which paste option fixes it?
Pokaż odpowiedź
Keep Text Only. It drops the web page's formatting.
Lesson 2: Styles, headings and lists
A style is a saved set of formatting, such as font, size, colour and spacing. The Styles gallery is on the Home tab. Select some text and click a style to apply it.
Heading styles
For section titles, use Heading 1, Heading 2 and Heading 3 instead of making text bold and large by hand. Heading styles help people scan your document, and Word uses them to build a table of contents and to fill the Navigation pane.
- Ctrl+Alt+1, Ctrl+Alt+2, Ctrl+Alt+3: apply Heading 1, 2 or 3.
- Ctrl+Shift+N: apply the Normal style (ordinary body text).
- Use the built-in Title style for the document title.
For accessibility, Microsoft advises using headings in a logical order without skipping levels: Heading 1 for main sections, Heading 2 for parts of a section, and so on.
Changing a style
When you change a style, all text with that style changes automatically. There are two ways:
- Update to match: format one heading the way you want, right-click its style in the gallery and choose Update Heading 1 to Match Selection.
- Modify: right-click the style and choose Modify. Change the font, size, colour, alignment, spacing or indents. To use the change in future documents too, select New documents based on this template at the bottom of the dialog box.
To save your own look as a new style, right-click the formatted text, choose Styles, then Create a Style, and give it a name.
The Navigation pane
Open the Navigation pane from the View tab or press Ctrl+F. The Headings tab lists your headings so you can jump to any section. Drag a heading to move that whole section, text and all. Only heading-styled text in the main body appears; headings inside tables, text boxes, headers or footers do not.
Table of contents
Click where the table of contents should go, then choose References > Table of Contents and pick an automatic style. It is built from your heading styles. After you change headings or pages, update it yourself: choose References > Update Table (or right-click it and choose Update Field):
- Update page numbers only: refreshes page numbers but ignores changes to heading text.
- Update entire table: refreshes heading text and page numbers.
Bulleted and numbered lists
Select text and choose Home > Bullets or Home > Numbering (Ctrl+Shift+L applies bullets). You can also start a list as you type: type 1, a period, a space and your text for a numbered list, or an asterisk (*) and a space for bullets. To end a list, press Enter until the bullets or numbers switch off.
If a list keeps counting from an earlier list, right-click the first number and choose Restart at 1. To start at another number, right-click and choose Set Numbering Value. Don't type numbers by hand; use the numbering commands so the list stays correct.
Practical exercise: structure a monthly report
A monthly site report has a title, Overview, Incidents (with Day shift and Night shift parts), Equipment and Next steps.
Which styles do you give the title, the main sections and the two shift parts?
Pokaż odpowiedź
Title for the report title, Heading 1 for the four main sections and Heading 2 for Day shift and Night shift.
Your manager wants Equipment to come before Incidents. What is the fastest way to move it?
Pokaż odpowiedź
In the Navigation pane (Ctrl+F), drag Equipment above Incidents. The whole section moves.
You renamed Next steps to Actions for November. How do you fix the table of contents?
Pokaż odpowiedź
Update Table > Update entire table.
The numbered list under Next steps continues from 4 instead of starting at 1. Fix it.
Pokaż odpowiedź
Right-click the first number in the list and choose Restart at 1.
Lesson 3: Tables
When your cursor is in a table, two extra tabs appear on the classic ribbon: Table Design (styles and Table Style Options) and Table Layout (rows, columns, merging and header rows).
Inserting a table
- Small table: Insert > Table, then move over the grid to highlight the columns and rows you want.
- Larger table: Insert > Table > Insert Table, then type the number of columns and rows.
- From text: if your text is separated by tabs, select it and choose Insert > Table > Convert Text to Table.
- Draw Table: draw it with the mouse.
Moving around
| Keys | What they do in a table |
|---|---|
| Tab | Move to the next cell |
| Shift+Tab | Move to the previous cell |
| Ctrl+Tab | Insert a tab character inside a cell |
Rows, columns and cells
Click in a cell, then use the Rows and Columns group on the Table Layout tab: Insert Above, Insert Below, Insert Left and Insert Right. To add several rows at once, first select that many rows, then choose Insert Above or Insert Below.
To join cells, select them and choose Table Layout > Merge Cells. To divide a cell, choose Split Cells and enter the number of columns and rows.
Header rows that repeat
Long tables often run onto a second page. To repeat the column names at the top of each page, select the header row (the selection must include the table's first row) and choose Table Layout > Repeat Header Rows (Data group).
- Headers repeat at automatic page breaks, not at a manual page break you insert inside the table.
- Repeated headers show in Print Layout view and when you print.
- You edit the header only on the first page; the copies on later pages update to match.
Accessible tables
Microsoft advises using tables for data only, with a simple structure. Turn on Header Row under Table Style Options (Table Design tab) so screen readers know the column names. Avoid blank cells, merged or split cells and tables inside tables. The Accessibility Checker rates a table with no header row as an Error and merged or split cells as a Warning. Because merged cells cause a Warning, put a table's title in a heading or paragraph above the table, not in a merged top row.
Practical exercise: build a shift notice
Create a one-page notice that lists next week's front desk shifts. Start with a heading, a short sentence and this table.
| Day | Data | Shift | Staff |
|---|---|---|---|
| Monday | Oct 26 | 07:00–15:00 | A. Singh |
| Tuesday | Oct 27 | 07:00–15:00 | M. Tremblay |
| Wednesday | Oct 28 | 15:00–23:00 | J. Okafor |
| Thursday | Oct 29 | 15:00–23:00 | A. Singh |
| Friday | Oct 30 | 07:00–15:00 | L. Chen |
How do you insert an empty table with 4 columns and 6 rows (1 header row plus 5 days)?
Pokaż odpowiedź
Insert > Table, then highlight 4 × 6 on the grid.
Add two rows under Friday in one step.
Pokaż odpowiedź
Select two rows that end with Friday (Thursday and Friday), then choose Insert Below on the Table Layout tab.
Where should the title WEEK OF OCTOBER 26 go?
Pokaż odpowiedź
In a heading above the table, not in a merged row.
Make the header row work for screen readers and repeat on page 2.
Pokaż odpowiedź
Turn on Header Row (Table Design), then select the first row and choose Repeat Header Rows.
You need a tab character inside a cell. Which keys?
Pokaż odpowiedź
Ctrl+Tab. Tab alone moves to the next cell.
Lesson 4: Page layout, headers, footers and page numbers
Margins and orientation
Each page in a new document starts with one-inch (2.54 cm) margins. To change them, go to Layout > Margins and pick a preset, or choose Custom Margins to type your own.
To turn the whole document sideways, choose Layout > Orientation > Landscape. To make only part of a document landscape (for example, one wide table), select that content, open the Page Setup dialog box from the Layout tab, choose Landscape and set Apply to to Selected text.
Page breaks and section breaks
A page break ends a page and starts the next one. Choose Insert > Page Break or press Ctrl+Enter.
A section break divides a document into sections that can have different settings: page orientation, headers and footers, page numbering, columns and page borders. Click where it should begin and choose Layout > Breaks.
| Section break | Where the new section starts | Typical use |
|---|---|---|
| Next Page | On the next page | A new chapter or a landscape appendix |
| Continuous | On the same page | Two columns for part of a page |
| Even Page | On the next even-numbered page | Chapters that must always start on an even page |
| Odd Page | On the next odd-numbered page | Chapters that must always start on an odd page |
Headers and footers
A header prints at the top of every page and a footer at the bottom. Choose Insert > Header (or Footer), pick a style and type your text, such as the company name or document title. To edit an existing header or footer, double-click it. When you are done, select Close Header and Footer or press Esc. To delete one, choose Insert > Header > Remove Header (or Remove Footer).
Microsoft's accessibility advice is to avoid putting important information only in the header or footer, because some readers may miss it.
Page numbers
On the Insert tab, select Page Number and choose the location and style.
- No number on the title page: select Different First Page on the Header & Footer tab.
- Second page shows 1: go to Page Number > Format Page Numbers and set Start at to 0. The title page counts as 0, so the next page is 1.
Quiz tematyczny 4: Page layout, headers, footers and page numbers
Lesson 5: Templates and mail merge
Templates
If you often create the same kind of document, such as a weekly shift notice, save it as a template to use as your starting point.
- Set up the document: headings, styles and fixed text.
- Choose File > Save As, then browse to a location (This PC).
- Type a name and, in Save as type, choose Word Template (.dotx). If the document has macros, choose Word Macro-Enabled Template (.dotm).
- Select Save. Office saves it in the Custom Office Templates folder automatically.
To use it, choose File > New > Personal (the button may say Custom) and select your template. A template creates a copy of itself when you open it, so the template stays unchanged. To change the template itself, use File > Open, browse to the Custom Office Templates folder, open the template, edit it and save it.
What mail merge does
Mail merge creates a batch of documents that are personalized for each recipient. It has three parts:
- Main document: the Word file with your text and merge fields (placeholders such as «FirstName»).
- Data source: the list of recipient information, most often an Excel sheet or Outlook contacts. You can also use an Access database, or choose Type a New List to type one in Word.
- Merged documents: one personalized copy for each person in the list.
You can merge letters, email messages, envelopes, labels or a directory (one list with information about every item in the data source).
Preparing the Excel list
- Put a column name at the top of each column (FirstName, LastName, Company, Address, PostalCode).
- Use separate columns for first and last names so you can greet people by first name.
- Keep all the data on the first sheet, and make sure percentages, money and postal codes are formatted correctly.
- Store the Excel file on your own computer, and finish editing the list before you connect it.
The merge, step by step
- On the Mailings tab, choose Start Mail Merge, then the type of document (for example, Letters).
- Choose Select Recipients > Use an Existing List and open your Excel file. (If the field commands are dimmed, you have not selected recipients yet.)
- Choose Edit Recipient List to sort or filter, and clear the check box beside anyone who should not get the mailing.
- Add Address Block and Greeting Line, and use Insert Merge Field for single fields. Fields show in chevrons, such as «Company».
- Choose Preview Results and use Next and Previous to check each record.
- Choose Finish & Merge, then Print Documents or Send E-mail Messages.
- Save the main document. When Word asks about keeping the connection to the data source, choose Yes so you can reuse it.
Practical exercise: merge a client letter
Type this client list in Excel and save it, then write a letter about holiday patrol hours in Word.
| FirstName | LastName | Company | Address | City | Province | PostalCode |
|---|---|---|---|---|---|---|
| Priya | Shah | Northgate Storage | 120 Main St | Red Deer | AB | T4N 1A1 |
| Marc | Gagnon | Bow River Dental | 45 Elm Ave | Calgary | AB | T2P 0B2 |
| Grace | Liu | Harbour Print Co. | 9 Dock Rd | Airdrie | AB | T4B 2C3 |
Start the merge and connect the list.
Pokaż odpowiedź
Mailings > Start Mail Merge > Letters, then Select Recipients > Use an Existing List.
Leave Grace Liu out without changing the Excel file.
Pokaż odpowiedź
Edit Recipient List, then clear her check box.
Each letter must start with "Dear Priya," or "Dear Marc,". How?
Pokaż odpowiedź
Type Dear, then use Insert Merge Field > FirstName and add a comma.
Print the letters.
Pokaż odpowiedź
Choose Finish & Merge > Print Documents.
Lesson 6: Track changes, comments, sharing and accessibility
Track Changes
Track Changes records every edit so others can see it. Turn it on with Review > Tracking > Track Changes or press Ctrl+Shift+E. Added text is underlined, deleted text is crossed out, and each person's changes are in a different colour. Turning Track Changes off stops new marks, but existing marks stay.
| Markup view | What you see |
|---|---|
| Simple Markup | The final text, with a red line in the margin where changes were made |
| All Markup | Every change in coloured text and lines |
| No Markup | The document as if all changes were made (the changes are still in the file) |
| Original | The document before the tracked changes |
Use Previous and Next to move from change to change. Accept makes a change permanent and removes its marks. Reject removes the change. To handle all at once, open the arrow on Accept or Reject and choose Accept All Changes or Reject All Changes. To stop others from turning tracking off, use Lock Tracking and set a password.
Comments
Select text and choose Review > New Comment, right-click and choose New Comment, or press Ctrl+Alt+M. Post it with the Post comment button or Ctrl+Enter. Reply in the same thread. In a file saved in the cloud with a work or school account, type @ and a name to mention someone; Word notifies that person.
Use the ... (More thread actions) menu on a comment to resolve it (mark it as dealt with; it stays in the document and still shows in the comments list) or delete it.
Sharing and AutoSave
Choose Share. Type names or email addresses and send, or choose Copy Link. In Link settings, choose who the link works for (for example, Specific people, so only the people you share with can open it) and whether to allow editing.
When a file is on OneDrive or SharePoint, AutoSave saves it every few seconds. To build a new document from an old one without overwriting it, choose File > Save a Copy first. If something goes wrong, you can restore an earlier version with Version History.
Saving as PDF
Choose File > Save As (or Save a Copy), pick a location, choose PDF in the file type list and select Save. Under Options you can choose a page range, include tracked changes (Document showing markup), Create bookmarks using Headings, and keep Document structure tags for accessibility for screen readers. A PDF keeps your layout, but it does not stop people from editing: many programs, including Word, can edit PDFs.
The Accessibility Checker
Choose Review > Check Accessibility. The Accessibility pane lists issues. Select one and use Recommended Actions to fix it.
| Result | Meaning | Examples |
|---|---|---|
| Error | Difficult or impossible for people with disabilities to read or understand | Missing alt text; table with no header row |
| Warning | Hard to understand in most cases | Low colour contrast; merged or split table cells |
| Tip | Understandable, but could be presented better | Not using heading styles |
- Alt text: right-click a picture and choose View Alt Text. Write one or two sentences about what it shows and why. If a picture is only decoration, select Mark as decorative.
- Links: use text that says where the link goes, not "Click here" or "Learn more".
- Colour: don't use colour as the only way to show meaning, and keep good contrast.
- Fonts: choose familiar sans serif fonts such as Arial or Calibri.
Practical exercise: finish and send the report
Your supervisor reviewed your report with Track Changes and comments. Send the client a clean, accessible PDF.
Make all of the edits permanent in one step.
Pokaż odpowiedź
Open the arrow on Accept and choose Accept All Changes.
A comment is dealt with and should not stay in the file. Remove it.
Pokaż odpowiedź
Open the comment's ... (More thread actions) menu and choose Delete. Resolving would keep it in the file.
Check Accessibility shows an Error: the photo has no alt text. Fix it.
Pokaż odpowiedź
Right-click it, choose View Alt Text and write one or two sentences about the photo.
Create the PDF so readers can jump between sections.
Pokaż odpowiedź
Save as PDF and, under Options, select Create bookmarks using Headings.
Quiz tematyczny 6: Track changes, comments, sharing and accessibility
Źródła
- Microsoft Support: Keyboard shortcuts in Word
- Microsoft Support: Adjust indents and spacing
- Microsoft Support: Use the Format Painter
- Microsoft Support: Control the formatting when you paste text
- Microsoft Support: Show or hide tab marks in Word
- Microsoft Support: Replace text
- Microsoft Support: Check spelling and grammar in Office
- Microsoft Support: Customize or create new styles
- Microsoft Support: Add a heading
- Microsoft Support: Navigation pane in Word
- Microsoft Support: Insert a table of contents
- Microsoft Support: Update a table of contents
- Microsoft Support: Create a bulleted or numbered list
- Microsoft Support: Change the numbering in a numbered list
- Microsoft Support: Insert a table
- Microsoft Support: Add a cell, row, or column to a table in Word
- Microsoft Support: Merge or split cells in a table
- Microsoft Support: Repeat table header on subsequent pages
- Microsoft Support: Change margins
- Microsoft Support: Change page orientation to landscape or portrait
- Microsoft Support: Insert a page break in Word
- Microsoft Support: Insert a section break
- Microsoft Support: Use section breaks to change the layout or formatting in one section
- Microsoft Support: Insert a header or footer
- Microsoft Support: Insert page numbers
- Microsoft Support: Start page numbering later in your document
- Microsoft Support: Create a template
- Microsoft Support: Save a Word document as a template
- Microsoft Support: Use mail merge for bulk email, letters, labels, and envelopes
- Microsoft Support: Create a mail merge
- Microsoft Support: Mail merge using an Excel spreadsheet
- Microsoft Support: Data sources you can use for a mail merge
- Microsoft Support: Insert mail merge fields
- Microsoft Support: Use mail merge to create form letters from an Excel worksheet
- Microsoft Support: Turn Track Changes on and off
- Microsoft Support: Accept tracked changes
- Microsoft Support: Using modern comments in Word
- Microsoft Support: Share your documents
- Microsoft Support: Collaborate on Word documents with real-time co-authoring
- Microsoft Support: What is AutoSave?
- Microsoft Support: Save or convert to PDF or XPS in Office desktop apps
- Microsoft Support: Make your Word documents accessible to people with disabilities
- Microsoft Support: Improve accessibility with the Accessibility Checker
- Microsoft Support: Rules for the Accessibility Checker
- Microsoft Support: Check accessibility while you work in Office apps
- Microsoft Support: Add alternative text to a shape, picture, chart, SmartArt graphic, or other object