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#1
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Word 2007 - marking text (outline method using levels) for TOC etc
How can I customize the outline "levels" in 2007? I've downloaded the trial
version of Word 2007 and am trying to figure out how to mark text the way I want to (as opposed to the way Word wants to). I cannot figure out how to edit the outline "levels" - which is not even necessary in 2003. (You mark the level and your text doesn't change, it is just "marked.") If I select Level 2 for instance, Word 2007 changes my font, spacing, etc., to match it's default for Level 2. I am very familiar with how to mark text in Word 2003, but this has me stumped. I do a LOT of customized formatting (work in a legal office) and we will be upgrading (?) to 2007 and I'm trying to see what we are up against. We need to be able to do more customized formatting. |
#2
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Word 2007 - marking text (outline method using levels) for TOC etc
Yeah! I "think" I figured this out. I'll have to experiment more to be sure,
so any suggestions or tips would still be welcome! "AllAboutCustomizing" wrote: How can I customize the outline "levels" in 2007? I've downloaded the trial version of Word 2007 and am trying to figure out how to mark text the way I want to (as opposed to the way Word wants to). I cannot figure out how to edit the outline "levels" - which is not even necessary in 2003. (You mark the level and your text doesn't change, it is just "marked.") If I select Level 2 for instance, Word 2007 changes my font, spacing, etc., to match it's default for Level 2. I am very familiar with how to mark text in Word 2003, but this has me stumped. I do a LOT of customized formatting (work in a legal office) and we will be upgrading (?) to 2007 and I'm trying to see what we are up against. We need to be able to do more customized formatting. |
#3
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Word 2007 - marking text (outline method using levels) for TOC etc
If you do a lot of customising what is the problem? You are talking about
Outline styles yes? You are up against nothing but you should have fun with a few extra options in 2007. Just use your custom legal outline numbering in Word 2007 as you have in 2003. The only difference is Modify is now separate and is in Paragraph Multilevel List. Also set styles as Alphabetical and assign levels to show order you wish styles to be shown. There is a style Inspector too! What more could you ask for (smile)? The fun is being able to assign the styles as a Quick Style set, give the group a Name, assign a Font group and Theme. Then at the move up/down of a mouse you can change font groups, themes, quick styles group in preview mode on screen and resave as a new Quick Style group with an appropriate name. Open your templates in Word 2007 save it as a Word 2007 document template and play around. Open your 2003 documents in Word 2007 and save as Word document tests. I can recommend Advanced Office Documents 2007 Edition, Microsoft Press by Krieger, Stephanie and don't think you could go wrong with Herb Tyson's Office 2007 Bible - what more could you ask for except to play around and have fun. The preview mode is great and unless you SAVE then you have not altered your 2007 copy of your 2003 templates. These are just my thoughts - hope it helps, a little. www.docsliveonline.com "AllAboutCustomizing" wrote in message ... How can I customize the outline "levels" in 2007? I've downloaded the trial version of Word 2007 and am trying to figure out how to mark text the way I want to (as opposed to the way Word wants to). I cannot figure out how to edit the outline "levels" - which is not even necessary in 2003. (You mark the level and your text doesn't change, it is just "marked.") If I select Level 2 for instance, Word 2007 changes my font, spacing, etc., to match it's default for Level 2. I am very familiar with how to mark text in Word 2003, but this has me stumped. I do a LOT of customized formatting (work in a legal office) and we will be upgrading (?) to 2007 and I'm trying to see what we are up against. We need to be able to do more customized formatting. |
#4
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Word 2007 - marking text (outline method using levels) for TOC etc
What commands are you using?
When you are clicking an outline level in the Outline Tools group (Outlining tab) Word applies a heading style. Word 2003, on the other hand, allowed you to apply an outline level (as direct formatting) to text via the Outlining toolbar. In my opinion, the way it works in Word 2007 makes more sense; it's less confusing. Also, creating a table of contents based on heading styles is very easy. Of course, you can still use direct formatting in Word 2007, but I believe you will have to use the Paragraph dialog box (at least if you want to do it in the user interface). Have you found a different method? -- Stefan Blom "AllAboutCustomizing" wrote in message ... Yeah! I "think" I figured this out. I'll have to experiment more to be sure, so any suggestions or tips would still be welcome! "AllAboutCustomizing" wrote: How can I customize the outline "levels" in 2007? I've downloaded the trial version of Word 2007 and am trying to figure out how to mark text the way I want to (as opposed to the way Word wants to). I cannot figure out how to edit the outline "levels" - which is not even necessary in 2003. (You mark the level and your text doesn't change, it is just "marked.") If I select Level 2 for instance, Word 2007 changes my font, spacing, etc., to match it's default for Level 2. I am very familiar with how to mark text in Word 2003, but this has me stumped. I do a LOT of customized formatting (work in a legal office) and we will be upgrading (?) to 2007 and I'm trying to see what we are up against. We need to be able to do more customized formatting. |
#5
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Word 2007 - marking text (outline method using levels) for TOC
Thank you Stefan and Summer for your responses. You have given me some
direction - I only thought I had it figured out - so I have got to get busy working on this again. First, let me confess, I am not a fan of "styles" so I guess that puts me at a disadvantage already. I thought if I defined my TOC (like I do in 2003) Word would understand that when I use the outlining tools for "level 2" or "level 3" I want MY defined font. That is not working. I'm currently "playing" with a brief that was created in 2003. It has lots of TOC entries and lots of citations and it looks fine when I open it in 2007. However, when I edit, I run into trouble. I guess I need to concentrate on styles first? It's all pretty overwhelming. Thanks for your responses. I'll go experiment and try to educate myself on styles. I'm sure I'll be back though :-) Thanks again. |
#6
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Word 2007 - marking text (outline method using levels) for TOC
The point is that if you use heading styles, you get an appearance (font,
size, and so on) together with an outline level; but applying outline levels directly to text doesn't apply any other formatting. For more, see these articles: Create a table of contents http://office.microsoft.com/en-us/wo...CH100626361033 Customizing your table of contents with switches http://word.mvps.org/faqs/formatting/TOCSwitches.htm Tips for understanding Microsoft Word styles http://www.shaunakelly.com/word/styl...sOnStyles.html -- Stefan Blom Microsoft Word MVP "AllAboutCustomizing" wrote: Thank you Stefan and Summer for your responses. You have given me some direction - I only thought I had it figured out - so I have got to get busy working on this again. First, let me confess, I am not a fan of "styles" so I guess that puts me at a disadvantage already. I thought if I defined my TOC (like I do in 2003) Word would understand that when I use the outlining tools for "level 2" or "level 3" I want MY defined font. That is not working. I'm currently "playing" with a brief that was created in 2003. It has lots of TOC entries and lots of citations and it looks fine when I open it in 2007. However, when I edit, I run into trouble. I guess I need to concentrate on styles first? It's all pretty overwhelming. Thanks for your responses. I'll go experiment and try to educate myself on styles. I'm sure I'll be back though :-) Thanks again. |
#7
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Word 2007 - marking text (outline method using levels) for TOC
Hmm, thanks again Stefan. I printed/glanced at the articles and believe they
will be helpful, but I will have to read them when I can concentrate on them :-) (I've NEVER dealt with "switches.") 2007 is just so different. Currently (with 2003) when creating a TOC all I have to do is open the outline bar and choose a level for my text and nothing changes as far as the eye can see. In 2007 when I do that, everything about the text changes . So, I'm gonna read these articles and "practice." I really appreciate your help. BTW, I posted a question under "tables" about a TOA issue with citations and footnotes. I have not gotten any response - can you suggest where else I might inquire about that? My post subject was "TOA citations in footnotes." Thanks again. I'm so glad I found this site. Reading all the questions/answers has been very helpful -- you all are doing a great service!!! "Stefan Blom" wrote: The point is that if you use heading styles, you get an appearance (font, size, and so on) together with an outline level; but applying outline levels directly to text doesn't apply any other formatting. For more, see these articles: Create a table of contents http://office.microsoft.com/en-us/wo...CH100626361033 Customizing your table of contents with switches http://word.mvps.org/faqs/formatting/TOCSwitches.htm Tips for understanding Microsoft Word styles http://www.shaunakelly.com/word/styl...sOnStyles.html -- Stefan Blom Microsoft Word MVP "AllAboutCustomizing" wrote: Thank you Stefan and Summer for your responses. You have given me some direction - I only thought I had it figured out - so I have got to get busy working on this again. First, let me confess, I am not a fan of "styles" so I guess that puts me at a disadvantage already. I thought if I defined my TOC (like I do in 2003) Word would understand that when I use the outlining tools for "level 2" or "level 3" I want MY defined font. That is not working. I'm currently "playing" with a brief that was created in 2003. It has lots of TOC entries and lots of citations and it looks fine when I open it in 2007. However, when I edit, I run into trouble. I guess I need to concentrate on styles first? It's all pretty overwhelming. Thanks for your responses. I'll go experiment and try to educate myself on styles. I'm sure I'll be back though :-) Thanks again. |
#8
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Word 2007 - marking text (outline method using levels) for TOC
"AllAboutCustomizing" wrote in message
... Hmm, thanks again Stefan. I printed/glanced at the articles and believe they will be helpful, but I will have to read them when I can concentrate on them :-) (I've NEVER dealt with "switches.") 2007 is just so different. Currently (with 2003) when creating a TOC all I have to do is open the outline bar and choose a level for my text and nothing changes as far as the eye can see. In 2007 when I do that, everything about the text changes . So, I'm gonna read these articles and "practice." I really appreciate your help. I'm aware of that "outline level button" in Word 2003, but I don't think it is supported in Word 2007; at least, I was unable to locate it and add it to the Quick Access Toolbar (which could have been helpful for you). But note that you can change the appearence of the heading styles to look the way you want. Press Ctrl+Alt+Shift+S to display the Styles pane. Locate the appropriate heading styles, right-click, choose Modify and then set the desired font and other options. As I wrote, basing a TOC on the heading styles is the easiest way (in either version of Word). BTW, I posted a question under "tables" about a TOA issue with citations and footnotes. I have not gotten any response - can you suggest where else I might inquire about that? My post subject was "TOA citations in footnotes." Sorry, I know absolutely nothing about tables of authorities, so I can't help you with this one. :-( Thanks again. I'm so glad I found this site. Reading all the questions/answers has been very helpful -- you all are doing a great service!!! You are welcome. :-) -- Stefan Blom Microsoft Word MVP "Stefan Blom" wrote: The point is that if you use heading styles, you get an appearance (font, size, and so on) together with an outline level; but applying outline levels directly to text doesn't apply any other formatting. For more, see these articles: Create a table of contents http://office.microsoft.com/en-us/wo...CH100626361033 Customizing your table of contents with switches http://word.mvps.org/faqs/formatting/TOCSwitches.htm Tips for understanding Microsoft Word styles http://www.shaunakelly.com/word/styl...sOnStyles.html -- Stefan Blom Microsoft Word MVP "AllAboutCustomizing" wrote: Thank you Stefan and Summer for your responses. You have given me some direction - I only thought I had it figured out - so I have got to get busy working on this again. First, let me confess, I am not a fan of "styles" so I guess that puts me at a disadvantage already. I thought if I defined my TOC (like I do in 2003) Word would understand that when I use the outlining tools for "level 2" or "level 3" I want MY defined font. That is not working. I'm currently "playing" with a brief that was created in 2003. It has lots of TOC entries and lots of citations and it looks fine when I open it in 2007. However, when I edit, I run into trouble. I guess I need to concentrate on styles first? It's all pretty overwhelming. Thanks for your responses. I'll go experiment and try to educate myself on styles. I'm sure I'll be back though :-) Thanks again. |
#9
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Word 2007 - marking text (outline method using levels) for TOC
In the View ribbon tab, click on Outline. In the Outlining tab, you should
now see the basic set of tools -- packaged differently -- that were available in Word 2003 and earlier. I'm not sure what you mean by Outline Level Button, but if you mean the Outline Level dropdown box, it's there. You can right-click any of the Outline Tools and add them to the QAT. -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "Stefan Blom" wrote in message ... "AllAboutCustomizing" wrote in message ... I'm aware of that "outline level button" in Word 2003, but I don't think it is supported in Word 2007; at least, I was unable to locate it and add it to the Quick Access Toolbar (which could have been helpful for you). |
#10
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Word 2007 - marking text (outline method using levels) for TOC
I believe the OP was asking for a way to add outline levels to paragraphs of
text, which could be done via the Outlining toolbar in Word 2003. (The \u switch in the TOC field code adds such paragraphs to the table of contents.) That particular command does not seem to exist in Word 2007, but, of course, you can specify the outline levels via the Paragraph dialog box (Indents and Spacing tab). Of course, this is not really a problem, since using styles to create the TOC is far better, anyway. -- Stefan Blom Microsoft Word MVP "Herb Tyson [MVP]" wrote in message ... In the View ribbon tab, click on Outline. In the Outlining tab, you should now see the basic set of tools -- packaged differently -- that were available in Word 2003 and earlier. I'm not sure what you mean by Outline Level Button, but if you mean the Outline Level dropdown box, it's there. You can right-click any of the Outline Tools and add them to the QAT. -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "Stefan Blom" wrote in message ... "AllAboutCustomizing" wrote in message ... I'm aware of that "outline level button" in Word 2003, but I don't think it is supported in Word 2007; at least, I was unable to locate it and add it to the Quick Access Toolbar (which could have been helpful for you). |
#11
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Word 2007 - marking text (outline method using levels) for TOC
As a follow-up, I'd like to add the following clarification: If a paragraph
using the Normal style is assigned an outline level from the Outlining tab, a built-in heading will be applied. On the other hand, a specific (non-heading) paragraph will get the outline level as direct formatting. I don't know if this principle applies to Word 2003 as well. -- Stefan Blom Microsoft Word MVP "Stefan Blom" wrote: I believe the OP was asking for a way to add outline levels to paragraphs of text, which could be done via the Outlining toolbar in Word 2003. (The \u switch in the TOC field code adds such paragraphs to the table of contents.) That particular command does not seem to exist in Word 2007, but, of course, you can specify the outline levels via the Paragraph dialog box (Indents and Spacing tab). Of course, this is not really a problem, since using styles to create the TOC is far better, anyway. -- Stefan Blom Microsoft Word MVP "Herb Tyson [MVP]" wrote in message ... In the View ribbon tab, click on Outline. In the Outlining tab, you should now see the basic set of tools -- packaged differently -- that were available in Word 2003 and earlier. I'm not sure what you mean by Outline Level Button, but if you mean the Outline Level dropdown box, it's there. You can right-click any of the Outline Tools and add them to the QAT. -- Herb Tyson MS MVP Author of the Word 2007 Bible Blog: http://word2007bible.herbtyson.com Web: http://www.herbtyson.com "Stefan Blom" wrote in message ... "AllAboutCustomizing" wrote in message ... I'm aware of that "outline level button" in Word 2003, but I don't think it is supported in Word 2007; at least, I was unable to locate it and add it to the Quick Access Toolbar (which could have been helpful for you). |
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