Bookmarks

Bookmarks in Microsoft Word function the same way they do on a web page—as links to marked places in the document. Use bookmarks as a means of organizing and navigating longer documents. Simply click the link for a bookmark to jump to the linked-to location.

Inserting a Bookmark

  1. Position your insertion point where you want to insert the bookmark. Alternatively, you can select text or an object that you want to bookmark.
  2. Open the Insert menu and select Bookmark.
  1. Enter a name for the bookmark. The name must begin with a letter and cannot include any spaces, though you can use underscores (_).
  2. Click the Add button.

Deleting a Bookmark

  1. Open the Insert menu and select Bookmark.
  2. In the Bookmark dialog box, highlight the bookmark and click the Deletebutton.

Using Bookmarks

To display the bookmarks in your document:

  1. Open the Tools menu and select Options. The Options dialog box opens.
  2. Click the View tab.
  3. Under Show, select Bookmarks.

  1. Click OK.

Bookmarks are displayed as I-beams in the document. Bookmarked text appears in brackets.

Navigating to a Bookmark in Your Document

  1. Open the Insert menu and select Bookmark.
  2. In the Bookmark dialog box, highlight the bookmark you want to go to and click Go To.

Tip: You can also navigate to a bookmark using the Edit Find dialog box (pressingCtrl + g or F5on your keyboard also works) and selecting the Go To tab. Select Bookmark from the list. Then select the name of the bookmark from the drop-down menu and click Go To.

Organizing Bookmarks

Word displays a list of the bookmarks in your document in the Bookmark dialog box. When a document includes a number of bookmarks, you can sort them by name or location, making it easier to find a specific bookmark when navigating:

  1. Open the Insert menu and select Bookmark.
  2. In the Bookmark dialog, choose Sort byName or Location. Sorting the list by name arranges the bookmarks in alphabetical order. Sorting by location arranges the bookmarks in the order in which they appear in the document.

Creating a Form in Microsoft Word

Creating a Template
If you build the form as a template, it will be presented to the email recipient as a new document, based on the original form's template. The recipient can fill in the form, click the save, and then email it back to you.

  1. Open Microsoft Word.
  2. Create a new document by selecting New on the File menu. Go to the File menu again and click on Save As.
  3. In the Save as type box, click Document Template.
  4. The default folder is the Templates folder in the Save in box. To save the template so that it will appear on a tab other than General, switch to the corresponding subfolder within the Templates dialog box.
  5. In the File name box, type a name for the new template, and then click Save.


Designing and Laying Out the Form
Type or paste your content into the template. Many forms consist solely of text, with form fields inserted throughout the document so users can provide specific information. Depending on the form, you may want to add features such as tables to align text, text boxes, borders and shading.

Opening the Forms Toolbar

Open the Forms toolbar by selecting View  Toolbars  Forms.

Inserting a Text Form Field

  1. In the template, click where you want to insert the form field.
  2. Click on the Text Form Field button in the Forms toolbar to add the field.
  1. You can specify a default entry so that a user does not have to type except to change the response.

Inserting a Check Box

  1. In the template, click where you want to insert the check box.
  2. Click the Check Box Form Fieldbutton. The fields are not mutually exclusive, so users can select more than one.

Inserting a Click Drop-Down Form Field

  1. In the template, click where you want to insert the drop-down form field. Inserting a Drop-Down Form Field restricts available choices to those you specify.
  2. Click on the Drop-Down Form Field Button.
  3. Double click on the field to view the Drop-Down Form Field Options window.
  • To add an item, type the name of the item in the Drop-down item box.
  • To delete an item, click the item in the Items in drop-down list box, then click Remove.
  • To move an item, click the item in the Items in drop-down list box, and then click the Move arrow buttons.

Displaying or Removing Shading

  • Click the Form Field Shading buttonon the Forms toolbar to display or remove form field shading. The shading appears on screen so users can quickly identify the fields they need to respond to. This shading does not print.

Setting or Editing Properties for the Form Field

  1. Double-click the form field you want to change.
  2. Change the options you want, and then click OK.

Protecting the Form

  • When you have completed your form, click on the Protect From button in the Forms toolbar. Recipients will not be able to modify the form except to fill in form fields with data.
  • Your form is now ready to distribute via email.

Saving the Data for Use in a Database or Spreadsheet

  1. When a completed form is returned to you via email, open it in Microsoft Word.
  2. On the Tools menu, click Options, and then click the Save tab.
  3. Select the Save data only for forms check box.
  4. Click OK.
  5. On the File menu, click Save Copy As and type a file name in the File name box.
  6. In the Save as type box, select Plain Text. Word will then save the form field data in a comma-delimited text file, which you can import into Microsoft Excel or a database.

Table of Contents

Creating a table of contents in a Microsoft Word document is a two-step process. First, identify the text that you want to appear in the Table of Contents. Second, tell Word to insert the Table of Contents. Having created your Table of Contents, you can then customize it in several ways, to suit your needs.

Creating a Table of Contents (TOC)

The easiest way to create a table of contents is to use the built-in outline-level formats or heading styles. If you are already using outline-level formats or built-in heading styles follow these steps:

  1. Click where you want to insert the table of contents.
  2. On the Insert menu, point to Reference, and click Index and Tables.
  3. Click the Table of Contents tab.
  4. To use one of the available designs, click a design in the Formats box.
  5. Select any other table of contents options you want.

Creating a Table of Contents from Outline Levels

  1. On the View menu, point to Toolbars, and click Outlining.
  2. Select the first heading that you want to appear in the table of contents.
  3. On the Outlining toolbar, select the outline level that you want to associate with the selected paragraph.
  4. Repeat steps 2 and 3 for each heading that you want to include in the table of contents.
  5. Click where you want to insert the table of contents.
  6. On the Insert menu, point to Reference, and click Index and Tables.
  7. Click the Table of Contents tab.
  8. To use one of the available designs, click a design in the Formats box.
  9. Select any other table of contents options you want.

Creating a Table of Contents from Custom Styles

If you've already applied custom styles to your headings, you can specify the style settings you want Microsoft Word to use when it builds the table of contents.

  1. Click where you want to insert the table of contents.
  2. On the Insert menu, point to References, and click Index and Tables.
  3. Click the Table of Contents tab.
  4. Click Options.
  5. Under Available styles, find a style you've applied to headings in your document.
  6. Under TOC level, to the right of the style name, enter a number from 1 to 9 to indicate the level you want that heading style to represent.

Tip: If you want to use only custom styles, remove the TOC level numbers for the built-in styles, such as Heading 1.

  1. Repeat steps 5 and 6 for each heading style you want to include in the table of contents.
  2. Click OK.
  3. To use one of the available designs, click a design in the Formats box.
  4. Select any other table of contents options you want.

Create a Table of Contents from Entries You Mark Yourself

Use the Mark Table of Contents box to insert TOC fieldsinto your document.

  1. Select the first portion of text that you want to include in your table of contents.
  2. Press ALT+SHIFT+O.
  1. In the Level box, select the level and click Mark.
  2. To mark additional entries, select the text, click in the Entry box, and click Mark. When you have finished adding entries, click Close.
  3. Click where you want to insert the table of contents.
  4. On the Insert menu, point to Reference, and click Index and Tables.
  5. Click the Table of Contents tab.
  6. Click the Options button.
  7. In the Table of Contents Options box, select the Table entry fields check box.
  1. Clear the Styles and Outline levelscheck boxes.

TC Fields

A TC field, or table entry field, is a special code designated by the letters TC within curly bracket characters, like this: {TC}. It instructs Word to insert the text within the code into a table of contents. To include text that occurs in the middle of a paragraph, you can insert a TC field that contains the text you want. (Although it's possible to mark a portion of a paragraph with a heading style, Microsoft Word includes this text in the TOC only if the marked text is at the beginning of the paragraph.)

You can also use a TC field to further customize your table of contents. For example, you can use TC fields to omit page numbers from part of the TOC by adding a switch (\) in the TC field for a given entry.

To mark a table of contents entry with a TC field, select the text that you want to appear in the table of contents and then press ALT+SHIFT+O. This displays the Mark Table of Contents Entry dialog box.