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December 1, 2008 12:01 AM PST

Create a collapsible list in Microsoft Word

by Dennis O'Reilly
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Years ago, I promised my cousin Bill (who doesn't have a TV show, by the way) that I would convert the family tree he had created into a Web page. It was pretty easy to find various JavaScripts that let you open menus and submenus, either by clicking or simply by hovering over them.

The only problem was the unwieldy HTML coding required to ensure that the lists opened and closed, as expected. What ended up working better for me was Microsoft Word's Outline view, which lets you use headings to show and hide information in a tree structure.

The O'Reilly family tree my cousin created has about 500 names and covers seven generations, which convert to Word's headings 1 through 7. To view the entries as collapsible and expandable lists in Word 2003 and 2007, click View > Outline. Any entry with a plus sign on the left has subentries; double-click the plus sign to view or hide the entries.

Microsoft Word 2007's Outline view

Use Word's headings and Outline view to place hierarchical information in a collapsible tree structure.

(Credit: Microsoft)

Then I took the list one step further by linking the names on the family tree to a mini "Web site" with basic biographies of family members. (For obvious privacy reasons, I'm keeping this entire family database off the public Web. The individual files reside in a single folder stored on local media, not a Web server.)

I used an HTML editor to create a page that duplicates the entries and links on the family tree in the Word file. Unfortunately, HTML supports only six levels of headings, so I manually italicized the seventh-level entries to distinguish them from the tiny sixth-generation names.

Microsoft Word's headings converted to HTML equivalents

Convert Microsoft Word's headings to their HTML equivalent--to an extent.

(Credit: Dennis O'Reilly)

You can Ctrl-click to follow the links in Microsoft Word and link back from the HTML file to the Word document. Still, I prefer to link from the HTML pages to the HTML version of the family tree, even though that version isn't formatted in collapsible lists. I guess I'm back to looking for the JavaScript or DHTML that will preserve the headings hierarchy while adding the show-hide capability of collapsible lists.

November 11, 2008 12:01 AM PST

Add page numbers to half-size pages in Word

by Dennis O'Reilly
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Jdjazz asked me to elaborate on a previous tip about formatting Word documents with two columns:

"I am trying to do a landscape two-column template with page numbers for each column [on] half sheets that I cut for speaking. When I choose Insert > Page number, it goes to the center in the headers over the two columns. How can I get a page number for each half page?"

In Word 2007, click the Page Layout tab, choose Size in the Page Setup area, and click More Paper Sizes at the bottom of the dialog box. In Word 2003, click File > Page setup. In both versions, click the Margins tab and choose Landscape under Orientation. Then click the Paper tab, enter 5.5" in the Width box and 8.5" in the Height box, and click OK.

The Paper options in Microsoft Word 2007's Page Setup dialog box

Set your page to half size in Word's Page Setup dialog box.

(Credit: Microsoft)

To add page numbers in Word 2007, click the Insert tab, choose Footer, select a footer style, click Page Number > Bottom of Page, and pick a location for your page numbers. In Word 2003, click Insert > Page Numbers, make your selections on the Position and Alignment drop-down menus, and click OK.

Finally, click the Office button > Print > Print in Word 2007 or File > Print in Word 2003. In the Print dialog box, choose "2 pages" in the "Pages per sheet" drop-down menu. Make sure all your other print settings are as you like them, and click OK.

Windows Vista's "Pages per sheet" drop-down menu in the Print dialog box

Choose "2 pages" in the "Pages per sheet" drop-down menu in Windows' Print dialog box.

(Credit: Microsoft)

September 18, 2008 12:01 AM PDT

Print your Outlook contacts as mailing labels

by Dennis O'Reilly
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A friend asked if it's possible to print a subset of the addresses in her Microsoft Outlook contacts as mailing labels. You would think that such a basic operation would be a breeze for an industrial-strength personal-information manager like Outlook. You would think wrong.

The first bit of counter-intuitivity is that you use Microsoft Word, not Outlook. If you use Outlook's own mail-merge function by clicking Tools > Mail Merge, you get kicked into Word anyway. And every time I tried to run the resulting wizard, Word stalled in mid-process.

Instead, move the contacts whose addresses you want to print into a new folder in Outlook's contact list. With your new contact folder in place, click Tools > Letters and Mailings > Mail Merge in Word 2003 or the Mail Merge tab on Word 2007's ribbon.

In Word 2003, click the Labels button in the Mail Merge task pane and click Next. Now choose "Change document layout," click Label Options, select the layout you prefer, and click OK. Choose "Next: Select recipients" at the bottom of the task pane.

In Word 2007, click Start Merge > Labels, select your label layout, click OK, and choose Select Recipients. In both versions, choose "Select from Outlook contacts," click Choose Contacts Folder, and select the Outlook contact folder you just created.

In the Mail Merge Recipients dialog box, you can uncheck any names you want to remove from the list, sort the list by any category, or filter it. When the list looks the way you want it, click OK.

Microsoft Word 2007's Mail Merge Recipients dialog box

Modify, sort, and filter your list of Outlook contacts before you create your mailing labels.

(Credit: Microsoft)

In Word 2003, click "Next: Arrange your labels" and choose Address Block. In Word 2007, place the cursor in the first label and click Address Block. In both versions, make any necessary changes to the address layout and click OK. Now choose "Update all labels" in Word 2003 or Update Labels in Word 2007. The address block will appear in each label following "Next Record."

In Word 2003, click "Next: Preview your labels," and in Word 2007 click Preview Results. If you're happy with the look of your labels, click "Next: Complete the merge" in Word 2003 or Finish & Merge in Word 2007. In Word 2003, leave All selected and choose Print. In Word 2007, click Print Documents. You can also choose to edit the contacts before you print them.

A shorter method of printing the addresses is to choose Directory rather than Labels in the Mail Merge task pane of Word 2003 or Word 2007's Start Merge button. This places the addresses together in a single document, but you'll probably have choose the Edit option before you print to clean up the resulting formatting.

September 10, 2008 12:01 AM PDT

Five quick-and-simple Microsoft Word timesavers

by Dennis O'Reilly
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You can use Microsoft Word for years and still find new ways to get more work done in less time. Here are a handful of fast-and-easy productivity boosters.

Create outlines out of lists
Word 2007 adds a handy outline list to the standard bullet and numbered lists available on Word 2003's Formatting toolbar (the Paragraphs section under the Home tab of Word 2007's ribbon). You can create an outline from an existing list in either version by placing the cursor in the line you want to indent (or outdent, as the case may be) and clicking the Increase Indent or Decrease Indent buttons just to the right.

Add a Save All option to Word 2007
Whenever I have Word open for more than a few minutes, the chances are good that I've got more than one file active. When quitting time rolls around, Word 2003 lets me save them all simultaneously by pressing the Shift key as I open the File menu, which converts the Save command into Save All.

To add this function to Word 2007, click the Office button, choose Word Options in the bottom-right corner, click Customize in the left pane, select Commands Not in the Ribbon under "Choose commands from," and make sure "Show Quick Access Toolbar below the Ribbon" is checked. Now scroll to and select Save All in the list of commands on the left side of the main window, and click Add and OK. The Save All icon will appear on the aforementioned toolbar.

Microsoft Word 2007's Quick Access Toolbar

Add a Save All icon to Microsoft Word 2007's Quick Access Toolbar.

(Credit: Microsoft)

Shift your paragraphs around
It's not unusual to need to rearrange the paragraphs in your document. Rather than the trial-and-error cut-and-paste method, you can move an entire paragraph up or down by pressing and holding the Shift and Alt keys and then the up or down arrows.

Apply formatting via keyboard shortcuts
I thought I knew all there is to know about pasting, but then I found out that you can copy and paste only the formatting of a selection, not the selection itself. To do so, select those items with formatting you want to copy, press Ctrl-Shift-C, choose the items you want to apply the formatting to, and press Ctrl-Shift-V.

Start where you left off
When you reopen a document in Word, the cursor appears at the very beginning. To jump to the place where the cursor was when you closed the file, just press Shift-F5.

September 2, 2008 12:01 AM PDT

Use your keyboard to select text in Microsoft Word

by Dennis O'Reilly
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Dragging a mouse to select text in Microsoft Word requires the precision of a diamond cutter, or seems to, anyway. I prefer to press the Ctrl, Shift, and arrow keys to make my text selections. Throw in a couple of function keys, and I can use my keyboard to select text faster than any mouser can.

To select a word at a time, press Ctrl-Shift and the left or right arrow key. Ctrl-Shift and the up and down arrow keys select a paragraph at a time. If you get tired of holding down the Shift key, simply press F8 to put Word into select mode. The Ctrl-arrow key operations still work, but you can also select the current word, sentence, paragraph, and section by pressing F8 repeatedly. As you might guess, pressing Shift and F8 deselects in the opposite order.

Microsoft Word 2007's Find and Replace dialog box

Select to the next occurrence of the word of your choice using function keys.

(Credit: Microsoft)

The real power of Word's select mode comes from combining it with the Find and Go To functions. Suppose you want to select from the cursor to the next occurrence of the word "wolverines." Simply press F8, F5, and Alt-D to open the Find and Replace dialog's Find tab. Type in the word you want to select to and press Alt-F (or Enter if the Find Next button is selected).

If you want to select to a specific page, heading, footnote, or other element, press Alt-G to highlight the Go To tab, select the element in the "Go to what" drop-down menu, enter the appropriate option in the text box to the right, and press Alt-T (or Enter if the Go To button is highlighted).

To exit select mode, just press the Esc key. It will also close when you cut, copy, or format the selection.

Here are a couple more helpful key combinations for selecting in Word:

Shift-Home/End selects to the beginning/end of the current line.
Ctrl-Shift-Home/End selects to the beginning/end of the document.
Shift-Page Up/Down selects one screen up or down.
Alt-Ctrl-Shift-Page Down selects to the end of the current window.
Ctrl-Shift-F8 and the arrow keys selects a rectangular block of text.

August 12, 2008 12:01 AM PDT

Create a two-column document template in Microsoft Word

by Dennis O'Reilly
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I recently finished working on a project that generated a dozen separate reports published together in a single booklet. Each report was from three to eight pages long, and most of them included at least one table or chart.

When we were done, several of my co-workers commented on how nicely the reports were laid out. All I had done was create a Word template with a simple two-column layout for long text sections.

To create this template, open a new document, type a dummy document title on the first line, choose a font type and size (I used 12-point bold lucida sans, for example), and center the line by choosing the appropriate icon in the formatting section of Word 2003's standard toolbar and under the Home tab on Word 2007's ribbon.

On the next line, enter dummy text to represent the document summary. The quick way to do so is to type =rand(p,s) (where "p" is the number of paragraphs and "s" is the number of sentences) and press Enter. Don't go nuts, though. This is supposed to be a "summary."

Choose a font type and size for the summary, which will appear in a single column. Now press Enter to move the cursor to a new line. In Word 2003, click Insert > Break > Continuous > OK. In Word 2007, click the Page Layout tab, choose Breaks in the Page Setup section, and click Continuous in the drop-down menu.

Microsoft Word 2007 page-break options

Add a continuous section break to your two-column Word template via the Page Layout tab.

(Credit: Microsoft)

In Word 2003, click Format > Columns and choose the two-column icon under Presets. In Word 2007, click the Page Layout tab on the ribbon and click Columns > Two. (Note that this important step was inadvertently excluded from the original version of the tip; my apologies.)

Paste in more dummy text by typing =rand(p,s) (where "p" is the number of paragraphs and "s" is the number of sentences) and pressing Enter. Format the font size and type, or stick with the document defaults.

Finally, save the file as a template: In Word 2003, click File > Save As, give the template a name such as "Two-column layout," choose a location for the file (more on this below), select Document Template (*.dot) in the Save as Type drop-down menu, and click Save.

In Word 2007, click the Office button, choose Save As > Word Template (or choose one of the other "Template" options on the "Save as type" drop-down menu), and click Save.

To have your new template listed under My Templates in Word's New dialog, save the template to this folder in Vista:
C:\Users\your logon ID\AppData\Roaming\Microsoft\Templates

Or this folder in XP:
C:\Users\your logon ID\AppData\Microsoft\Templates

Or click the Templates entry under Favorite Links in Vista or Trusted Templates in XP's Save in dialog. Note that once you've opened it, the template will also appear in the Recent documents list in both Word versions.

June 30, 2008 12:01 AM PDT

Where to look for help with application crashes

by Dennis O'Reilly
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In a comment on my last post, cdotspace asked about how to keep Microsoft Word 2007 from crashing. When I had this problem, I solved it by starting Word with no add-ons, and then enabling the add-ons one at a time until the problem recurred. I removed the troublemaker, which was actually a macro of my own poor devising, and no more crashes.

That got me thinking about how difficult it is to figure out the cause of application crashes. Back in March, I described ways to diagnose applications that won't close properly. But when it comes to finding the source of software problems, look to the Web.

The best software-support sites
Start by getting a free software checkup with the Secunia Personal Software Inspector, which scans your computer and lets you know if there are security updates available for Windows and your applications. PSI is free for home, non-commercial use; Secunia's commercial Network Software Inspector costs $32.83 per seat. Note that PSI and NSI are intended to supplement rather than to replace your antivirus, firewall, and other security software.

Two forums on ExtremeTech include dozens of posts about software problems. Only about one out of 10 posts in the Software and Development forum are specifically on software glitches, but a good number of these include replies with possible solutions. The Windows Help forum is much more focused on solutions to Windows problems.

One of the categories at the Tech Support Guy Forums is Business Applications, though fewer than half of its postings relate specifically to Office apps. The site has a sophisticated search feature that lets you narrow your search by date and number of replies, and it features a search tag cloud similar to Flickr.

Tech Support Guy Forums advanced search options

Filter your searches at the Tech Support Guy Forums to narrow in on a software solution.

(Credit: Tech Support Guy)

The Office and productivity software forum on CNET also lets you filter your searches by number of responses, date, and even message author. You might need these and other methods to filter your search results on this forum. When I searched "Microsoft Word crash," I got more than 100,000 responses. I knew the program was buggy, but that's ridiculous!

May 20, 2008 12:01 AM PDT

Transfer AutoCorrect settings to a new PC

by Dennis O'Reilly
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If you create custom AutoCorrect entries to speed up your typing in Microsoft Word as I described on Monday, you might need to move those entries to another PC someday.

Years ago, Dave Rado wrote a Word macro for backing up and restoring the program's AutoCorrect files. It still works for Word 2007--or at least it did on my PC.

First, make sure macros are enabled. In Word 2003, click Tools > Macro > Security > Security Level, and select either of the bottom two options. In Word 2007, click the Office button, choose Word Options > Trust Center > Trust Center Settings > Macro Settings, select "Enable all macros (not recommended; potentially dangerous code can run)," and click OK twice.

Microsoft Word 2007 Macro Security dialog box

Make sure macros are enabled in Word before you run the AutoCorrect backup script.

(Credit: Microsoft)

With Word's macros enabled, double-click the AutoCorrect.dot file inside the AutoCorrect.zip download. Choose Backup, and when the Save As dialog box opens, select the removable medium or network address you'll use to transfer the settings to the other system.

AutoCorrect macro for Microsoft Word

Run the AutoCorrect.dot macro to back up your settings and restore them on another PC.

(Credit: Dave Rado)

Repeat the steps on the second system, but choose Restore rather than Backup when the macro runs, click Yes at the warning, point to the backup file you created, and click Open.

Tomorrow: a free program warns you about potentially dangerous sites just before you click the link.

May 9, 2008 7:30 PM PDT

Blip tip: Hide formatting marks in Word

by Dennis O'Reilly
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A family member contacted me this morning about a problem a friend of his was having in Microsoft Word. It seems there were little dots in every blank space, paragraph marks at each "carriage return," and other formatting symbols that she didn't want to see.

To hide formatting in Word 2003, click Format > Reveal Formatting (or press Shift-F1) and uncheck "Show all formatting marks."

Microsoft Word 2003 Reveal Formatting pane

Uncheck "Show all formatting marks" in Microsoft Word's Reveal Formatting pane to hide the unwanted symbols in your documents.

(Credit: Microsoft)

In Word 2007, change this option by clicking the Office button in the top-left corner, choosing Word Options, selecting Display in the left pane, and unchecking "Show all formatting marks."

Microsoft Word 2007 Display options

Deactivate formatting marks in Word 2007 via the Display window in the Word Options dialog box.

(Credit: Microsoft)

We now return you to your Web browsing, already in progress.

April 14, 2008 12:01 AM PDT

Create a letterhead template in Microsoft Word

by Dennis O'Reilly
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If you're running a business, there's no substitute for professionally created stationery with your company's logo and other information in the letterhead. You need to communicate to your clients and customers that your organization is legitimate, and a knockoff letterhead with a generic graphic is a dead giveaway of a low-budget operation.

At the same time, you may have occasion to create a one-off letterhead for a special event or side project that doesn't require anything fancy, and that you don't want to spend a lot of time or money to generate. Microsoft Word lets you fashion such a letterhead in just a few minutes. Keep in mind that this is a quick-and-dirty way to give your documents a unique appearance, and no substitute for a stationer's wares.

The no-muss, no-fuss letterhead template
Start by opening a new blank document in Word and saving it as a template, using the .dot extension for Word 2003, or the .dotx extension for Word 2007. Give the new template a unique name, such as "quickletterhead1.dotx", and save it in your templates folder so it will be available when you create another document from a template.

In Word 2007, click Insert > Header > Blank, and in Word 2003, click View > Header and Footer. In both versions, enter your preferred letterhead text (organization name, address, phone, e-mail, etc.), and then click Insert > Picture (> From File in Word 2003). Navigate to and select the image you want to embed in the letterhead. (If you're using a large image, open and resize the picture in Paint or another image editor before you add it to your letterhead, or choose one of the appropriately sized clip-art images built into Windows.) Right-click the image and choose Format Picture.

Use the options in the Format Picture dialog box to add a drop shadow to the image, resize it, or make other changes. When the image looks the way you like it, click the Layout tab in Word 2003 and choose a wrapping style other than the default "In line with text." Click OK in Word 2003, or Close in Word 2007.

Now use your mouse to drag the image to the position you prefer in the header. You can use the controls along the image's edge to resize it manually, or drag the little green circle at the top to rotate the picture. When you're happy with the image's size and position, click Close on the Header and Footer toolbar in Word 2003, or click anywhere outside the header in Word 2007 to see how your letterhead will look.

The header of a letterhead template in Microsoft Word 2007

Create a letterhead on the fly by adding pertinent text and a generic image to the header of a new template.

(Credit: Microsoft)

The header for a simple letterhead template in Microsoft Word 2003

The steps for creating a quick-and-dirty letterhead in Word 2003 are about the same as those for doing so in Word 2007.

(Credit: Microsoft)

When you want to create a document using your custom letterhead, click File > New in Word 2003, or choose the Office button and click New in Word 2007. Choose "On my computer" under Templates in the New Documents pane of Word 2003, select it from the list that appears under the General tab of the Templates dialog box, and click OK. In Word 2007, select your letterhead template under Recently Used Templates, or if it's not listed there, click "New from existing" in the top-left pane, navigate to the template you just created, and click Open.

Tomorrow: troubleshoot problems with Windows Update.

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About Workers' Edge

Dennis O'Reilly has covered PCs and other technologies in print and online since 1985. Along with more than a decade as editor for Ziff-Davis's Computer Select, Dennis edited PC World's award-winning Here's How section for more than seven years. He is a member of the CNET Blog Network and is not an employee of CNET.

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