By the end of this section, you will be able to:
- Insert and format page numbers
- Insert and modify a header/footer
- Insert and format a list
The market trends report has been composed thus far in Microsoft Word. However, it could have just as easily been composed in Google Docs. Docs has many of the same features that we see in Word. Some people prefer working in Docs as it can be more user-friendly than Word, particularly its features involving collaborating with others.
Many of Docs’s advanced formatting features are similar to those in Word. Just like in Word, you can insert and format page numbers, headers, footers, and multilevel lists. Some customizable features that are present in Word may not be present in Docs, but some users might prefer fewer choices, as it facilitates a more user-friendly program. Here, we will revisit many of the tools we covered earlier and apply them to the market trends report in Docs. We will start with an earlier draft of the report where we began the chapter (Figure 4.2).
Mac computers come with Safari as the default internet browser. While Docs works just fine in Safari, it functions better in Google Chrome. Chrome is also a Google product and, as such, comes with integrations that work seamlessly with Docs, such as browser extensions and notifications, as well as supports Chrome-only features, like voice typing.
The tool for placing page numbers into a Google document has fewer customizable formatting options than the tool in Word. There are only two page number styles: top right or bottom right. These are both available in the Insert menu. Let’s start with the market trends draft and add page numbers (Figure 4.65). If you select More options, a few more customization options appear. You can choose to have your page numbers start counting from the second page of your document, which could be useful if your first page is a cover page or a table of contents. You can also start your page numbering at a certain number (i.e., other than the number 1), as shown in Figure 4.66. The page number is always placed in the header or footer.
One convenient feature of Docs is its ability to easily add a page count to your page number. First, you insert your page number, then manually type the word “of” after it (Figure 4.67). Then, go to the Insert menu, click Page numbers, and select Page count (Figure 4.68). This will add a field that gives the total number of pages in the document. Now, your page count should appear as “# of #” (e.g., “1 of 5”) (Figure 4.69).
Headers and Footers
You can add headers and footers to your document in Docs. The Headers & footers command is also located in the Insert menu. Once you have added your header or footer, you can choose to further configure it by choosing Options, the blue command that is located on the header or footer itself. This Options button opens to a drop-down menu with a few choices. If you select Header format or Footer format, you will see a dialog box with the option of applying certain header/footer settings to a section of the entire document, as seen in Figure 4.70. You can also control the height of each header/footer in inches, as well as choose to not have the header or footer appear on the first page. This latter choice is useful in documents for which you have a cover page. Simply tick the box Different first page. When you are finished configuring the headers/footers, select Apply.
You can edit and format the text contained in the header/footer as you would text in any other part of the document: by manually changing the font type; applying bold, italic, or underlined format; adding an image; or choosing a different alignment.
You can also add a horizontal line that visually separates your header or footer from the rest of the text. This can add a neat and professional look to your document. Just put the cursor where you want the line, go to the Insert menu, and choose Horizontal line, as shown in Figure 4.71.
Once you have made all your adjustments in the header/footer, just place your cursor anywhere in the body of the document to exit from the header/footer editing mode, or, alternatively, press the Esc (escape) key on the keyboard.
Remember that using the View menu, you can change the preview of the header/footer. Make sure that you are viewing the document with Print layout checked so that you can view your headers and footers. If you choose to work without the Print layout option checked, you won’t see the headers/footers.
The chapter Creating and Working in Documents briefly discussed how to insert a bulleted or numbered list in Docs. In this section, we will use the document outline we used earlier in this chapter to create a multilevel list in Docs.
To access numbered, lettered, or bulleted lists, go to the Format menu and choose the Bullets & numbering option. This will open a drop-down menu, where you can see your choices for customization. You can also access lists (numbered and bulleted) from the action bar (Figure 4.73).
Because adding lists to your document is generally done for organization and visual purposes, you want to make sure they are easy to read and showcase the most important information. For all list types, you can increase or decrease the space between the lines. This can help with readability. To do this, select the whole list and go to the Line and Paragraph spacing command and choose a wider or narrower space, as shown in Figure 4.74. You can also change the color of the text, which could be useful for helping your list stand out from the rest of your document. Select the text you want to format and use the action bar command for Text color.
Numbered and Lettered Lists
To create a multilevel list, choose the style of list you want, then use the Tab key to indent your lines. We want to create an outline of the headings and subheadings for our marketing trends report. This will give collaborators an idea of the format for the report, as well as allow us to use the outline to allocate sections to certain people or departments to fill in the content. For example, Figure 4.74 shows a straightforward Numbered list from the Insert menu, but Figure 4.75 shows one with multiple levels. You can create these list levels by using the Tab key, which will increase the indent on the line, creating a sublevel. If you want a further sublevel, press the Tab key twice, making it a subcategory of the category. You can also do this by using the Increase indent command in the action bar.
Unlike numbered and lettered lists, bulleted lists do not have an obvious sequence. Docs offers different types of bullets to indicate the multilevel layers, which you can customize (Figure 4.76).
The process for creating a multilevel bulleted list is the same as for numbered and lettered lists: To create another sublevel below your current level, press Enter to go to the next level, then press Tab or use the Increase indent command to add it. In Figure 4.77, you can see the result of the new multilevel list using bullets instead of numbers. The best practice is to use bulleted lists only if they are no longer than half a page; after that, a numbered list is more effective. You can change the bullet type by clicking in the bulleted list, going to the Format menu, then choosing List options from the Bullets & numbering tool (Figure 4.78).
A checklist is a useful type of list option in Docs that has several everyday applications. You may use them to make a printed to-do list, such as a list of tasks or errands to carry with you when you are away from a computer. Or you may want to add a checklist to a guidelines document for other people to be able to print out and reference, or use digitally. For example, it could also be useful for the multiple rounds of editing that will be needed for the market trends report. As the document progresses through the various departments for editing and revision, each department could tick a box when their round is complete, indicating that the document has been approved by the various departments.
A checklist is inserted the same way as any other type of list, except that it is technically listed as a subtype of a bulleted list in Docs. That is, you follow the same process as adding a bulleted list, but then just make sure to choose the option that shows the checklist. As you can see in Figure 4.79, the to-do checklist is complete.