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Workplace Software and Skills

3.3 Formatting Document Content in Microsoft Word

Workplace Software and Skills3.3 Formatting Document Content in Microsoft Word

Table of contents
  1. Preface
  2. 1 Technology in Everyday Life and Business
    1. Chapter Scenario
    2. 1.1 Computing from Inception to Today
    3. 1.2 Computer Hardware and Networks
    4. 1.3 The Internet, Cloud Computing, and the Internet of Things
    5. 1.4 Safety, Security, Privacy, and the Ethical Use of Technology
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  3. 2 Essentials of Software Applications for Business
    1. Chapter Scenario
    2. 2.1 Software Basics
    3. 2.2 Files and Folders
    4. 2.3 Communication and Calendar Applications
    5. 2.4 Essentials of Microsoft 365
    6. 2.5 Essentials of Google Workspace
    7. 2.6 Collaboration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  4. 3 Creating and Working in Documents
    1. Chapter Scenario
    2. 3.1 Navigating Microsoft Word
    3. 3.2 Formatting Document Layout in Microsoft Word
    4. 3.3 Formatting Document Content in Microsoft Word
    5. 3.4 Collaborative Editing and Reviewing in Microsoft Word
    6. 3.5 Document Design
    7. 3.6 Navigating Google Docs
    8. 3.7 Formatting Layout and Content in Google Docs
    9. 3.8 Collaborative Editing and Reviewing in Google Docs
    10. 3.9 Versions and Version History
    11. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  5. 4 Document Preparation
    1. Chapter Scenario
    2. 4.1 Microsoft Word: Advanced Formatting Features
    3. 4.2 Working with Graphics and Text Tools in Microsoft Word
    4. 4.3 Managing Long Documents in Microsoft Word
    5. 4.4 Google Docs: Enhanced Formatting Features
    6. 4.5 Working with Graphics and Text Tools in Google Docs
    7. 4.6 Managing Long Documents in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  6. 5 Advanced Document Preparation
    1. Chapter Scenario
    2. 5.1 Creating Different Document Types in Microsoft Word
    3. 5.2 Mail Merge in Microsoft Word
    4. 5.3 Creating Forms in Microsoft Word
    5. 5.4 Creating Different Document Types in Google Docs
    6. 5.5 Creating Forms in Google Docs
    7. 5.6 Advanced Collaboration in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  7. 6 Preparing Presentations
    1. Chapter Scenario
    2. 6.1 Presentation and Design Essentials
    3. 6.2 Designing a Presentation in Microsoft PowerPoint
    4. 6.3 Formatting Microsoft PowerPoint Slides: Layout and Design Principles
    5. 6.4 Adding Visuals and Features to Microsoft PowerPoint Slides
    6. 6.5 Designing a Presentation in Google Slides
    7. 6.6 Creating Google Slides: Layout and Text
    8. 6.7 Adding Visuals and Features to Google Slides
    9. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  8. 7 Advanced Presentation Skills
    1. Chapter Scenario
    2. 7.1 Effective Presentation Skills
    3. 7.2 Finalizing a Slide Collection
    4. 7.3 Preparing a Microsoft PowerPoint Collection for Presentation
    5. 7.4 Preparing a Google Slides Collection for Presentation
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  9. 8 Content Management Systems and Social Media in Business
    1. Chapter Scenario
    2. 8.1 What Are Content Management Systems?
    3. 8.2 Common Content Management Systems
    4. 8.3 Creating Content with a Content Management System
    5. 8.4 Search Engine Optimization
    6. 8.5 Social Media in Business
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  10. 9 Working with Spreadsheets
    1. Chapter Scenario
    2. 9.1 Microsoft Excel Basics
    3. 9.2 Text and Numbers in Microsoft Excel
    4. 9.3 Calculations and Basic Formulas in Microsoft Excel
    5. 9.4 Formatting and Templates in Microsoft Excel
    6. 9.5 Google Sheets Basics
    7. 9.6 Text and Numbers in Google Sheets
    8. 9.7 Calculations and Basic Formulas in Google Sheets
    9. 9.8 Formatting and Templates in Google Sheets
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  11. 10 Advanced Excel Formulas, Functions, and Techniques
    1. Chapter Scenario
    2. 10.1 Data Tables and Ranges
    3. 10.2 More About Formulas
    4. 10.3 Using Arithmetic, Statistical, and Logical Functions
    5. 10.4 PivotTables
    6. 10.5 Auditing Formulas and Fixing Errors
    7. 10.6 Advanced Formatting Techniques
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  12. 11 Advanced Excel Spreadsheets: Statistical and Data Analysis
    1. Chapter Scenario
    2. 11.1 Understanding Data, Data Validation, and Data Tables
    3. 11.2 Statistical Functions
    4. 11.3 What-If Analysis
    5. 11.4 PivotTables/Charts
    6. 11.5 Data Analysis Charts
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  13. 12 Using Excel in Accounting and Financial Reporting
    1. Chapter Scenario
    2. 12.1 Basic Accounting
    3. 12.2 Financial Functions in Microsoft Excel
    4. 12.3 Integrating Microsoft Excel and Accounting Programs
    5. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  14. 13 Understanding and Using Databases
    1. Chapter Scenario
    2. 13.1 What Is a Database?
    3. 13.2 Microsoft Access: Main Features and Navigation
    4. 13.3 Querying a Database
    5. 13.4 Maintaining Records in a Database
    6. 13.5 Creating Reports in Microsoft Access
    7. 13.6 Creating Forms in Microsoft Access
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  15. 14 Advanced Database Use
    1. Chapter Scenario
    2. 14.1 Advanced Queries in Microsoft Access
    3. 14.2 Multiple Table Forms
    4. 14.3 Customizing Forms
    5. 14.4 Customizing Reports
    6. 14.5 Using Macros
    7. 14.6 Data Analysis and Integration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  16. 15 Integrating Applications
    1. Chapter Scenario
    2. 15.1 Microsoft 365: Collaboration and Integration
    3. 15.2 Microsoft Word: Integration with Microsoft Excel and Microsoft Access
    4. 15.3 Microsoft Word and Microsoft PowerPoint Integration
    5. 15.4 Microsoft Excel and Microsoft PowerPoint Integration
    6. 15.5 Microsoft Excel and Microsoft Access Integration
    7. 15.6 Integrating Data from Other Programs into Google Workspace
    8. 15.7 New Developments: The Role of Artificial Intelligence
    9. 15.8 Mastering Workplace Software Skills: A Project
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
  17. Index

Learning Objectives

By the end of this section, you will be able to:

  • Format font types, sizes, and styles
  • Modify paragraph styles in a document
  • Use headings for reader and internal organization
  • Adjust settings for how text and graphics flow together

You want your WorldCorp market trends report to look professional. To achieve this, you need to consider how the content should be formatted for its intended audience. Formatting applied to content includes line spacing, font type and size, alignment, and the use of organizational features like headers. Many employees in the organization, including those in upper management, will view the report, so you need the report to show your professionalism and skills in your role in the marketing department.

Formatting Font

There are many ways to change your text formatting in Microsoft Word. The most basic ways of adjusting your text are through the font, font size, and font style (bold, italic, or underlined).

The default Word font is currently Calibri. (Formerly, it was Times New Roman, and could change again.) Fonts are described as either serif or sans serif (Figure 3.14). A serif font is one that has short lines on the ends of the parts of each letter, whereas a sans serif (“without” serif) font doesn’t have those embellishments on the characters. Serif fonts are usually considered easier to read when there is a large amount of text being presented, and sans serif fonts are often considered to have a more contemporary look. For accessibility, simple fonts such as Arial are a better choice to accommodate all readers. Fonts that are curvy or more artistic in nature are difficult to read and decipher, particularly for people with vision-related impairment. However, curvy and artistic fonts may be used to attract attention and add flair to promotional materials, such as brochures.

Six different fonts are shown (Times New Roman, Cambria, Garamond, Calibri, Arial, and Tahoma) and represented at the right with all 26 upper- and lower-case letters of the alphabet in those fonts.
Figure 3.14 The top three fonts are common serif fonts, while the three on the bottom are sans serif. Note the differences in the lines on the ends of the letter strokes. (Used with permission from Microsoft)

You can select fonts using the drop-down menu within the Font options on the Home tab. There are many fonts in Word, most of which are not appropriate for business reports because they are too ornate or decorative. You should think carefully about the type of font you want to use and what it will convey to its readers. You want to stay professional and avoid “fun” fonts like Comic Sans and Papyrus. Font choice also affects the readability of your document. Script-like or blocky fonts can be difficult to read, especially with long documents. Additionally, some fonts are more appropriate for headings or logos instead of the body of a report or document.

Mac Tip

Mac offers some fonts that are not included in the Microsoft OS version, and, by default, is missing some that can be added by downloading and loading the fonts into the application.

To adjust the font size, go to the Font Size drop-down menu, directly to the right of the Font menu on the Home tab. There are other ways to adjust the font in a selection in a document, but this is the most direct way to make the changes. The default font size is 12-point, but you may want to make your font larger or smaller. Most documents use fonts in sizes 10- to 12-point. For your market trends report, you will probably want an 11- or 12-point font for your main body text, and a larger size for your report title and section headings. You should ensure your font size is easily readable, especially if you plan to provide printed copies of your document.

You can apply additional styles to your font, such as bold, italic, or underline, using tools in the Font command group (Figure 3.15). There are also options for special text applications, such as adding superscripted text (text that is raised above the line) and subscripted text (text that appears below the line), and changing font color. Additionally, you can easily change the capitalization style through the Aa drop-down menu. This allows you to set a selection of text in all capitals, all lowercase, or to capitalize each word, such as is common in headers or titles.

(a) Bottom right corner of Font command group displays small arrow icon. When clicked, opens (b) Font pane. Font tab options: Font/Font style, Size, Font color, Underline style Underline color, Effects, Preview.
Figure 3.15 (a) The Font command group lets you select your font and font size, apply special treatment like bold or italic, and set case. Selecting the arrow (a) opens the dialog box (b) where you can apply multiple formats at once. (Used with permission from Microsoft)

Formatting Paragraphs

Paragraph formatting entails customizing the way the text appears on the page and how it flows from one paragraph to the next. Specifically, this includes line spacing, tab indentations, and alignment justification of text.

As you learned in Formatting Document Layout in Microsoft Word, line spacing determines how much space there is between the lines of text within a document. There are different advantages to single-spacing versus double-spacing. Most business documents, such as emails and printed letters, use single-spacing. This means that each line of text comes right after the other, with very little space between them. However, double-spacing may be used in working documents, and can be useful when there are multiple collaborators and you are using Track Changes. This allows for better visibility for the changes or edits, and makes it easier to see the revisions in progress. Double-spacing means that there is a complete line of space between lines. In addition to single-and double-spacing, users can use 1.5-spacing, or set custom spacing between lines within a paragraph (Figure 3.16).

You can also specify spacing between paragraphs, which is different from the line spacing within a paragraph. For example, you might want your paragraphs single-spaced, but want a visual break between paragraphs.

(a) 2.0 is selected from Line and Paragraph Spacing button. (b) Paragraph pane displays tabs for Indents and Spacing (selected) and Line and Page Breaks. Selections include General, Indentation, Spacing, Preview.
Figure 3.16 The Paragraph command group offers a variety of line spacing options in (a) a drop-down menu or (b) in more detail in a dialog box. (Used with permission from Microsoft)

Paragraph separation is typically indicated in one of two ways: by indenting the first line of the paragraph with a tab indentation as Figure 3.17a shows, or by adding a space between paragraphs, as you can see in Figure 3.17b. In the latter case, the paragraph is usually not indented, as the space serves the same purpose as the indentation (i.e., to indicate a new paragraph). Most documents, including those used in business, have small 0.5” indentations at the start of each new paragraph as the default setting. If indentations are too small, they are difficult to distinguish, and large indentations can look awkward and confuse readers.

(a) A document is shown where the start of a paragraph is indented. (b) A document is shown with a blank space between paragraphs and no indents visible.
Figure 3.17 Paragraphs can be indicated by (a) a first-line indentation or (b) by spaces between paragraphs. The latter works well in documents where page count is not an issue as it could make for a longer document. (Used with permission from Microsoft)

Paragraphs can also be formatted with different alignment, or justification, styles (Figure 3.18). In documents, the most common alignments for the body of the text are left-justified or fully justified. Left-justified means that the text all lines up in a straight line along the left margin, but where text ends on the right margin varies. Fully justified text lines up in a straight line along both the left and right margins. This produces a clean and professional look and is often used in publishing or print materials. However, full justification can also lead to awkward gaps within lines of text if the material contains a lot of long words or specialized content. Determining which alignment is appropriate for a document depends on the audience. For example, if you submit your WorldCorp market trends report for publication in an industry journal, it should be fully justified.

(a) Document displays text lined up in a straight line along the left margin, with right margin varying. (b) Document displays text aligned in straight lines at left and right margins.
Figure 3.18 Most documents set the main text with either (a) left alignment or (b) full justification. (Used with permission from Microsoft)

Other alignment options include centering text and right alignment. Centering is often used to give special treatment to a particular element of content. Right justification is often used in financial data, where, for example, numbers align best if they align on the right.

Headings

A heading helps readers understand the organization of a document by breaking it into meaningful chunks. Different heading levels can be used to create a hierarchy of content that also helps users best understand the material. In Word, headings can be set using styles that give them additional functionality, such as quickly displaying an outline of your document and providing the ability to link to or between sections. You can also generate a table of contents using headings.

As an example, let’s select three section titles from your market trends report. Let’s say that the major sections of your report are as follows:

  • Introduction/Executive Summary
  • Industry and Market Analysis
  • Competition
  • SWOT (strength, weaknesses, opportunities, threats)
  • Recommendations/Key Findings
  • Summary

Open a blank Word document and type in the first three headings from the list above. For each header, select the text, go to the Styles command group, and select Heading 1 (H1). H1 represents the top-level heading, which you might want to use for a title or a high-level section title. As you can see, the font size and the color changes automatically because you are selecting from the preset heading styles in Word. Repeat this formatting for your next two headings. If you open the Navigation pane, you will now see that your three H1 headings appear in outline format (Figure 3.19).

(a) Styles command group displays heading option selected and reflected in document. (b) Print Layout and Vertical tabs selected. Navigation pane Heading tab lists headings in document. Selected headings in document visible.
Figure 3.19 (a) Headings serve as organizational signposts for a reader, collecting passages into sections and providing a hierarchy. (b) Headings can also help you navigate documents. (Used with permission from Microsoft)

Heading hierarchies use the design of the heading to indicate levels of sections. The heading levels are usually referred to by numbers (such as Heading 1) and sometimes the shorthand H1, H2, H3 is used. Word’s default heading styles are designed to have a logical and intuitive hierarchy, which typically includes font size, and sometimes font style. In general, color should not be used to indicate levels in a hierarchy since this is neither logical (i.e., it is not clear why one color would be higher or lower than another) nor accessible (some colors are not readily conveyed to users who may be visually impaired or have other accessibility needs).

Adjusting Graphic and Text Layouts

If you are using graphics in your document, you will need to determine how the graphics and text should interact in the layout. When you insert a figure into a text document, the figure can be positioned in several ways in relation to the text using the text wrapping menu, as Figure 3.20 shows. Text wrapping refers to how the text is placed around an image or figure you place in the document. Text wrapping is accessed through the Layout tab in the Arrange command group. Your wrapping style may depend on the size of the graphic, as well as its purpose. If it is an important figure being discussed in the text and/or if it has a caption, you may want to clearly separate it from the text with the “Top and bottom” option, allowing the text to flow above and below the image, but not to either side of it. If the image functions more as a design element, such as a logo or photo to add interest, you might have the text wrap around it.

Layout pane displays tabs: Position, Text Wrapping (selected), and Size. Wrapping Styles are available for selection: In line with text, Square, Tight, Through, Top and bottom, Behind text, In front of text.
Figure 3.20 The wrapping style of how an image and text interact should be based on the purpose of the image. (Used with permission from Microsoft)

For example, let’s assume you want to add an image of one of WorldCorp’s products to the market trends report. As you may recall, WorldCorp sells products such as computer accessories, laptops, and TVs. When discussing trends in the laptop industry, you may want to include a picture of a laptop from a top-selling brand in the industry, such as HP. To insert the image into the report, place your cursor in the area of the report where you want the image. Then, copy and paste the image into the market trends report. Then, from the Layout tab, select the Wrap Text tool and select the appropriate text wrapping style to present a professional look for the inserted picture. The Wrap Text tool can also be accessed by right-clicking on the inserted image or figure, as shown in Figure 3.21.

Image of a laptop is inserted at end of sentence. Layout Options pane displays options (with images): In Line with Text, With Text Wrapping, Move with text, and Fix position on page.
Figure 3.21 The default when inserting a picture is to have the picture inserted where the cursor is located “In line with text.” (Used with permission from Microsoft)

Notice that you can change the wrapping style using the tool that appears in the upper-right corner of the image when you paste it in the document (Figure 3.22).

Image of a laptop is inserted at right side of paragraph. With Text Wrapping (image in middle of text selected) and Move with text (selected) in Layout Options.
Figure 3.22 You can choose to have the picture inserted with text wrapping blocked around the picture using “Square.” (Inserting the picture “In front of text” does not present a professional appearance as it hides some of the text.) (Used with permission from Microsoft)
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