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Computing at Work

Adjusting Microsoft Word to Fit

by Cindy MeisterProtected by Copyscape. Do not copy.

Microsoft does a lot of research (called usability studies) on how to make the Microsoft Word interface more user-friendly and "intelligent." Most people are content to live with the same screen Microsoft gave them day after day. But it doesn't have to be that way. We're all individuals doing a myriad of different tasks, so one size can't possibly fit all! You can change most elements of the Word screen to reflect the way you use Word. In fact, it's easy to customize Word … if you just know how.

A little time spent configuring Word can reap big rewards later. You can change virtually all of Word's menus, toolbars, and even some of the commands themselves to make your own custom solutions.

Know Your Options

Before you go berserk changing the interface, you may want to look at a few of the simple options you can change in the Options dialog box. Choose Tools|Options and click the View tab if it isn't already selected. Each little box turns options on and off—if there's a checkmark in the box, the option is on; if not, the option is off. For example, if you have a tiny monitor, maybe you don't want quite so much stuff cluttering up your workspace. In the View tab, you can click options to tell Word not to show the Status Bar or the Horizontal and Vertical scroll bars. Even though you may need to learn the keyboard navigation commands, on a tiny laptop screen or a 14-inch monitor, having that extra screen real estate can be crucial to getting your work done.

Many people are annoyed by the squiggly lines under text that indicate spelling mistakes. (Okay, so you're a rotten speller and maybe you don't want Word harassing you about it.) To turn off automatic spell checking, click the Spelling & Grammar tab and remove the checkmark next to Check spelling as you type. By spending just a little time in the Options dialog box configuring your Word world, you can save a lot of time (and aggravation) later.

Resistance is Not Futile

Another way to modify your user interface is to add and remove the toolbars on your screen. Choose Tools|Customize, and you see the Customize dialog box, which has three tabs. In the Toolbars tab, you can click to add or remove checkmarks to tell Word to display or hide any toolbar. (Hint: resist the temptation to add 15 toolbars to your screen—it just never works out well.) In the Customize dialog box, you also can create new custom toolbars, rename custom toolbars, delete custom toolbars, or reset everything to the setup Word had when it was installed.

So at this point, you may be wondering, "what's a custom toolbar?" A custom toolbar is a toolbar you create yourself. For example, if you have a lot of special commands you use regularly, you may want to put them all in one place so you can get at them more easily. Custom toolbars are the perfect place to store the buttons for all your favorite commands. The toolbars can then be copied from one file to another using the Organizer. (Choose Tools|Templates and Add-Ins and click the Organizer button.)

If you create special toolbars, remember to think about the template they will be stored in. Unless you specify differently, all the changes you make to your toolbars and settings are saved in the Normal.dot template (you see the name shown in the list at the bottom). Normal.dot is a special template because anything saved in it is always available while you're working in Word. If you have commands that you only use in a particular type of document, you also may decide to save your toolbars in a particular template or even in one particular document.

To create a new toolbar, click the New button and give the toolbar a name. A tiny toolbar appears on your screen. Now click the Commands tab and click and drag commands to your new toolbar. Magically, they glue themselves onto the toolbar (see Figure 1 below).

Figure 1

Figure 1. In the Customize dialog box, click and drag commands to a toolbar.

To remove a button, you just drag it off the toolbar. (Remember that all this clicking and dragging to add and remove buttons only works when the Customize dialog box is open!)

Using the Commands tab you can place practically any command available in the Word environment on any toolbar or menu simply by dragging it to the position where you want it. You can add buttons to the built-in toolbars the same way you add them to custom toolbars—just click and drag. Plus, you may notice that more than just the menu commands you're accustomed to seeing are available on the list of commands. Scroll down the Categories list and you'll see you can select any macros, styles, AutoText entries, or fonts. Click the All Commands category and take a quick browse through the category. This little excursion can be extremely enlightening; you'll find things there you never knew existed, such as a command called ToolsCalculate. This little gem was standard issue in Word 2.0, but was relegated to obscurity in later versions. To use it, select any mathematical calculation, run the command, and the result appears in the status bar.

In addition to toolbars and menus, you also can change the shortcut (right-click) menus. Microsoft doesn't want to overwhelm you with choices when you right-click in your document, so not all possible commands are included—and the one you want may be missing! For example, if you regularly use the Format Painter command to copy the format applied to some text to other places in the document, it makes sense to have the command available when you right-click in a text selection. To change it:

  1. In the Toolbars tab of the Customize dialog box, add a checkmark next to Shortcut Menus.
  2. On the Shortcut Menus toolbar, click Text in the menu, then Text in the list. A submenu appears.
  3. Switch to the Commands tab in the dialog box.
  4. Click the Format category; then from the Commands list, drag the Format Painter command to the desired place on the Text submenu.

Now every time you right click over text, you can access the Format Painter command.

Create Shortcuts

After staring at the Customize dialog box for a while, you probably noticed the Keyboard button. As you might have guessed, you click this button to create keyboard shortcuts. In addition to the categories you saw in the Commands tab, this list also includes Common Symbols, such as the Em Dash. When you click any entry in the list, you see the key shortcut(s) currently assigned to it, if any. Click in the Press new shortcut key box, then press the key combination you'd like to assign to a command. If the shortcut is already in use, a message appears under the box. You confirm your choice by clicking Assign, or delete your entry and try again. (If you use the Insert|Symbol command, you also can assign keyboard shortcuts by clicking the Shortcut Key button in the Symbol dialog box.) If you forget the shortcuts you've assigned, you can choose File|Print and select Key assignments from the Print what drop-down list, and Word prints a list.

After you've made changes and go to exit Word, a dialog box may appear asking if you want to save changes to Normal.dot. (The dialog box appears if you have the Prompt to save Normal template option set in the Save tab of the Options dialog box.) If you've customized your Word interface and want to keep the settings, be sure to click Yes. On the other hand, if you've made a huge mess, just click No to throw them all away.

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