Understanding Word: Lesson Skill Matrix Skill Exam Objective Objective Number
Understanding Word: Lesson Skill Matrix Skill Exam Objective Objective Number
Software Orientation
Microsoft Word's Primary User Interface
Before you begin working in Microsoft Word 2016, you need to acquaint yourself with the primary
user interface (UI). When you open a blank document in Microsoft Word 2016, you see a screen
similar to that shown in Figure 1-1.
Figure 1-1
Microsoft Word 2016 Opening screen
Microsoft has designed the Word UI to provide easy access to the commands you need most often
when creating and editing documents. (Note that your screen might vary somewhat from the one
shown here, depending on your program's settings.) Use Figure 1-1 as a reference throughout this
lesson as well as the rest of this book.
Lesson 1 Page 1
lesson as well as the rest of this book.
Starting Word
In this exercise, you learn how to start Word using Windows 10.
In Windows 10, clicking the Start button displays the Start menu (see Figure 1-2). On
this menu, you can choose which application to launch by using your mouse or, if you
have a touch-screen monitor, by tapping the application you want to launch. The Start
menu provides access to mail, OneDrive, Microsoft Edge , photos, games, music, video,
and of course the latest version of the Microsoft Office applications. On tablets with
Windows Mobile and the Office 2016 applications installed, you can customize the
interface the same way as your Start menu.
If you don't have Office 2016 installed on your computing device, you can still create,
view, and perform simple edits on Word documents using an online Word Web App.
Office Web Apps are available for Word, Excel, PowerPoint, and OneNote. You launch
Office Web Apps using a web browser, such as Microsoft Edge. One of the differences
between the Word Web App and the Word 2016 application installed on your computer
is the number of features available. The Word Web App enables you to create, open,
and edit documents with only the most basic commands. It is a wonderful way to create
a simple document and share it. The main advantage of using the Word 2016
application installed on your computer is having full access to all the features needed to
create a professional-looking document. If you use the Word Web App, you will not be
able to complete all of the exercises in this book, because it does not include all of the
Word features.
Windows 10 works seamlessly with Office 2016. When you are logged on to your
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Windows 10 works seamlessly with Office 2016. When you are logged on to your
Microsoft account, the account name appears in the upper-right corner of each Office
2016 application and you have access to the files you have stored in your OneDrive
space. This makes it easy for you to continue working on your documents at any
computer and reminds you where you left off.
To begin using Word 2016, locate the Word icon and click it using the left mouse button
or, if you are using a touch-screen monitor, tap the icon.
When Word is launched, the program opens with the Word 2016 screen (see Figure
1-3). On the left side of the screen under Recent, you see a list of documents that have
been accessed recently. The right window pane displays a blank document page and
several templates to create customized documents. To create a blank document, click
the Blank document page and Word will open a new document.
The blinking insertion point in the upper-left corner of this document is where you
begin creating your text. When you place your cursor near it, the insertion point
changes to a large “I,” which is called the I-beam.
Take Note
The lessons in this book are created using the Windows 10 operating system. If your
computer is running the Windows 8.1 or Windows 7 operating system, some
screenshots and steps might appear slightly different than those provided in this book.
Figure 1-2
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Figure 1-2
Start menu
2. On the Start menu, locate Word 2016 and click the icon. The Word 2016 screen
appears (see Figure 1-3). On the left side of the screen, you see the recent
documents that have been accessed, and the right side displays the blank
document page and templates.
Figure 1-3
Word 2016 screen
PAUSE. LEAVE the Word 2016 screen open to use in the next exercise.
Take Note
Windows 10 is for PC users at home, work, and school. It is a powerful tool that controls
the user interface, storage devices, other software, peripheral devices, networks/security,
system resources, and task scheduling. Windows 10 is the latest operating system
standard for computers, laptops, and tablets. Windows 10 also comes in multiple
versions, such as Windows 10 Home and Windows 10 Pro, to support your personal
needs and how you use your device. Windows 10 supports touch-capable devices in
addition to traditional mouse and keyboard commands.
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Working with Tools
The Word 2016 window has many onscreen tools to help you create and edit
documents quickly and efficiently. In this section, you learn how to locate and use the
Ribbon and the Quick Access Toolbar to access Word commands. A command is an
instruction based on an action that you perform in Word by clicking a button or
entering information into a command box.
In this exercise, you learn to use the Ribbon by making tabs active, hiding and displaying
command groups, and using the dialog box launcher and drop-down arrows.
In the Office 2016 programs, the Ribbon is contextual, which means it displays
commands related to the type of document or object that you have open and onscreen.
Figure 1-4
The Ribbon
2. Review the other tabs on the Ribbon and review each group associated with the
tab, and identify the arrows that launch a dialog box (if present).
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tab, and identify the arrows that launch a dialog box (if present).
3. Click the Layout tab to make it the active tab. Notice that the groups of commands
change. The Layout tab contains three groups: Page Setup, Paragraph, and
Arrange. Notice that in the Page Setup and Paragraph group a small arrow appears
in the lower-right corner. Clicking on the arrow opens the dialog box with more
options to select or complete a command.
4. Click the Home tab.
5. Click the dialog box launcher in the lower-right corner of the Font group. The Font
dialog box, as shown in Figure 1-5, appears. The Font dialog box contains two tabs
with the Font tab being the active tab. There are many options to select within the
Font dialog box. You can click Cancel if you want to close the dialog box. We'll
continue without clicking Cancel.
Figure 1-5
Font dialog box
6. Click the drop-down arrow on the Font command box in the Font group to
produce a menu of available fonts, as shown in Figure 1-6.
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Figure 1-6
Font menu
After you create your first document, you see the filename on the document title bar,
which displays as Document1. Word assigns chronological numbers to all subsequent
files that you open in that session. When you save and name your documents, the name
you assign replaces the document number name originally assigned by Word. When
you close and reopen Word, the program begins its chronological numbering of new
documents at number 1 again.
Lesson 1 Page 7
when you launch Word 2016. You can customize the contents of the Quick Access
Toolbar by clicking the drop-down arrow on the right side of the toolbar and choosing
options from the menu that appears.
Microsoft has included the Touch/Mouse Mode option to the Quick Access Toolbar in
Word 2016. If you have a touch-capable device, you can use Touch Mode. Touch Mode
provides more space between buttons and icons to prevent you from accidently
pressing one with your finger or stylus. In this exercise, you learn to customize the Quick
Access Toolbar. You also learn to change its position in relation to the Ribbon.
Clicking the Save button in the Quick Access Toolbar for the first time opens the Save As
screen. Save As also appears as a command listed in Backstage view when you click the
File tab. When saving a document for the first time, you need to specify the filename
and location where the document will be saved. You can save a document to your local
drive, your flash drive, OneDrive, or any other portable device. After you select a save
location, the Save As dialog box lets you select a file format.
The Undo command lets you cancel or undo your last Word command or action. You
can click the Undo command as many times as necessary to undo previously executed
commands. Also, if you click the arrow beside the Undo command, a history of actions
you can undo appears. Clicking the Repeat command repeats your last action. Note that
commands on the Quick Access Toolbar are not available if their buttons are dimmed.
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Figure 1-7
Customizing the Quick Access Toolbar
5. Click Show Below the Ribbon. Notice that the toolbar is moved below the Ribbon.
6. Click the drop-down arrow on the right side of the Quick Access Toolbar again.
Click Show Above the Ribbon to return the toolbar to its original position.
Lesson 1 Page 9
Creating a Document
You can create a document from a blank page or use a template that is already
formatted. When you start typing text at the insertion point in a blank document, you
have begun to create a Word document. As you type, Word inserts the text to the left of
the insertion point and uses the program’s defaults for margins and line spacing. The
margin defaults are set to one-inch top, bottom, left, and right margins; the line spacing
is set to 1.08; and the spacing after each paragraph is set to 8 points.
Word also has a number of tools and automatic features to make creating a document
easier, including nonprinting characters, AutoComplete, and Word Wrap.
Later in this chapter, you learn to create a new document by selecting different line
spacing and margin settings.
Lesson 1 Page 11
contacting you soon to determine the best time for an open house.
We look forward to working with you to sell your home. Please do not hesitate to
call if you have any questions.
7. Press Enter once.
8. Type Sincerely,
9. Press Enter twice.
10. Type Steve Buckley. Your document should appear as shown in Figure 1-8. This
letter still needs to be formatted in an accepted mailable format and this is
discussed in a later lesson.
Figure 1-8
Block Style format with
mixed punctuation
Take Note
It is always important to save your document before closing the program. However, if
you close the document or Word by accident, a prompt appears, asking whether you
want to save your document. Choose Yes to save and close, No to close without saving,
or Cancel to stop the Close command.
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Saving a Document
By default, newly created documents are saved with a specific filename closely related to
the content of the document so that you can locate the file quickly. After editing an
existing document, you can choose to save that document with a new filename, a
different file format, or in another location.
When saving a document to the Cloud, such as OneDrive, you have access to your
documents on any computer or tablet and can share them with others. In some cases,
you might want to save the original and edited documents in the same place but with
different filenames. Keeping the original document enables you to reference it at a
future date on any computer.
The Save As command enables users to save their work to the cloud and access the
document quickly from any computer or tablet. In Lesson 13, you learn to save
documents to OneDrive. In this exercise, you learn to save a document with a specific
filename to your flash drive.
Lesson 1 Page 13
Figure 1-9
The Save As screen
3. Click Browse. The Save As combo box appears. In the Windows 10 environment, the
Documents Library is the default location for saving new files. Change the location
from the default to your flash drive by using the vertical scroll bar and scrolling
down until you see This PC. Expand the This PC container and select your flash
drive. Storage devices are given a specific letter identified by the operating system.
For example, your flash drive might be labeled as Removable Drive (I:).
4. Click the flash drive to select that as the location to save your document.
5. By default, the first few characters that you typed in your document appear in the
File name box. Drag the mouse over the text and press Delete or begin typing over
the highlighted text. Then, type Tech Terrace Letter in the File name box and click
Save.
6. If a prompt appears to upgrade to the newest format click the OK button. This
action allows you to use the new features in Word 2016.
Troubleshooting
AutoRecover is a feature that automatically saves your data at scheduled
intervals. Be default, Word 2016 saves your work every 10 minutes. This makes
it possible to recover some of your work if a problem occurs. However, this
useful option is not a substitute for frequently saving your documents as you
work. You should always click the Save button regularly to avoid losing work in
case of a power outage or computer crash.
Lesson 1 Page 14
Choosing a Different File Format
Some individuals and companies might not have upgraded their Office suites to the
latest version and might still be working in an earlier version, such as Word 2003.
Changing the file format of a document enables those individuals and companies to
open and edit your document without losing its text formatting. In this exercise, you
learn to save a document in a format compatible with an earlier version of Word.
Converting a Document
Compatibility Mode enables you to work in a document created in an earlier version of
Word without saving the file in a different file format. In this exercise, you learn to use
the Convert command to clear the compatibility options and convert a document to the
Word 2016 file format.
Figure 1-10
Convert prompt
3. To save the document in the Word 2016 file format, click the File tab.
4. Click Save As, and then click your flash drive. Then in the File name box, type Tech
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4. Click Save As, and then click your flash drive. Then in the File name box, type Tech
Terrace Update. Click Save. The new filename displays in the title bar.
PAUSE. CLOSE the document and leave Word open for the next exercise.
Lesson 1 Page 16
Working With Templates
You can work more efficiently by creating many of your new documents using templates
provided by Word. You can choose from many different categories of templates, such as
letters, resumes, faxes, labels, cards, calendars, and more. Some templates are
preinstalled with Word and there are more options available online. A template is a
master document with predefined page layout, fonts, margins, and styles that is used to
create new documents with the same basic formatting. Using templates keeps you from
having to recreate the layout and formatting of recurring documents, such as letters and
interoffice memoranda. Templates are reusable even if you saved the document with a
different file name. In this exercise, you locate an installed template, enter information,
and save the document as a template.
Lesson 1 Page 17
Forest Hills Home Owner's Association [Press Enter three times.]
To: [Press Tab twice.] New Neighbor Welcoming Committee Members [Press Enter
twice.]
From: [Press Tab twice.] Committee Chair [Press Enter twice.]
Date: [Press Tab twice.] December 15, 20XX [Press Enter twice.]
Subject: [Press Tab twice.] Meeting and Refreshment Schedule [Press Enter twice.]
Thank you for volunteering to be on the New Neighbor Welcoming Committee.
Enclosed please find the meeting and refreshment schedule for the next six
months. See you in January!
3. SAVE the document, then leave open for the next exercise.
Lesson 1 Page 18
10. Click SAVE.
Modifying a Template
You might find that a template needs some changes to meet your needs. Rather than
making those changes to the document every time you use it, you can choose to modify
the template itself. So that you won’t lose access to the original, it is a good idea to save
the changed template with a new name.
Whenever you use one of the Microsoft-supplied templates, as in the previous sections,
a copy of the template is stored in your personal Templates folder, located by default at
C:\Users\username\AppData\Roaming\Microsoft\Templates. You can modify the
template files in this location to create customized versions.
In the following exercise you will make changes to the downloaded copy of the
template that you used in the previous exercise.
Lesson 1 Page 19
12. Click Annual report modified to start a new document with that template.
13. Close the new document without saving your changes.
Lesson 1 Page 20
Previewing and Printing a Document
The Print command is located on the File tab in Backstage. There you find the printing
options, including printer properties and settings. The Preview pane gives you an
opportunity to see what your printed document will look like, so you can correct errors
before printing.
Previewing in Backstage
Before printing your document, you need to preview its contents so you can correct any
text or layout errors. In this exercise, you learn to use Backstage to preview your
document.
Take Note
The Backstage view is a screen that appears when you click the File tab in Word 2016.
While the ribbon contains commands you use while working within a document, the
Backstage view contains commands for managing the document. On the left side of the
Backstage screen, there are tabs that enable you to create, open, save, close, share,
print, and view information about your documents. To exit the Backstage screen, you
can click the Return to Document icon, which is a circled left arrow located in the upper-
left corner, or press the Esc key. The Print command feature includes three sets of
options: Print, Printer, and Settings. Choosing the Print button automatically prints the
document to the default printer using the default settings. Use the Copies spin box to
change the number of copies to be printed. The Printer options enable you to select an
installed printer, print to a file, or change printer properties. Use the Settings options to
control document-specific print parameters. For example, you can choose to print only
specific pages, change the paper size, and select collation options. You also have access
to Page Setup here, where you can change additional settings for the document. You
learn more about changing the document’s layout in Lesson 5.
The Preview screen to the right of the Print options settings enables you to view your
document as it will appear when it is printed, so you can make any necessary changes,
such as changing the margins or orientation, before printing. The Preview screen lets
you preview every page by clicking on the right and left arrows to page through
multiple-page documents.
Lesson 1 Page 21
Figure 1-11
Print options and Print Preview screen
2. Click the plus symbol (+) on the Zoom slider located on the bottom-right of your
screen until the zoom level changes to 100%.
3. Click the Return to Document icon or press the Esc key to close Backstage.
4. Click the File tab, and then click Save. Your document will be saved with the same
filename on your flash drive.
Choosing a Printer
If your computer has access to multiple printers, you might need to choose a
destination printer for your document. If your printer is already set up and ready to
print, as is the case in most classroom environments, you do not need to complete this
exercise. Otherwise, follow this exercise to choose a printer.
Take Note
Before printing your document, check with your instructor.
Lesson 1 Page 22
Figure 1-12
Available printers
Lesson 1 Page 23
Figure 1-13
Print settings
2. Select Print Current Page, and then click the Print icon. Selecting this option prints
the current page.
3. Return to the Print screen area. In the Copies section of the Print options area, click
the up arrow to select 2, and then click the Print icon.
4. Place your insertion point at the beginning of the first paragraph, and then hold
down the left mouse button and drag to the end of the paragraph to select it.
5. Click the File tab, and then click Print. Click the Print Current Page drop-down
arrow, select Print Selection, and then change the number of copies from 2 to 1 by
clicking the down arrow. Next, click the Print icon. The selected paragraph is
printed.
6. Click the File tab, and then click Close to close the document.
7. The Annual Report document should still be open from a previous exercise. Click
the File tab, and then click Print. Under Settings, click the drop-down arrow by 1
Page Per Sheet and select 2 Pages Per Sheet, and then click the Print icon. This
eight-page document is now printed on four pages with two pages per sheet.
8. Click the Close button to close both the document and Microsoft Word.
Lesson 1 Page 24
Knowledge Assessment
Multiple Choice
Select the best response for the following statements.
1. The first screen you see when you open Word 2016 is called the:
a. Word screen
b. Recent screen
c. Start screen
d. Screen saver
2. Which of the following contains the commands you use most often, such as Save,
Undo, and Repeat.
a. Quick Access Screen
b. Quick toolbar
c. Quick Access Toolbar
d. Quick command
3. The headings that appear on the Ribbon, such as File, Home, and Insert, are called:
a. groups
b. tabs
c. shortcuts
d. menus
4. Which command would you use to save a document for the first time?
a. Save
b. Save As
c. Save for th e first time
d. Either a or b
5. Which of the following options would you use when saving a document with a new
filename?
a. Save
b. Save As
c. Ctrl+S
d. Either a or b
True/False
Circle T if the statement is true or F if the statement is false.
T F 1. When you start Word 2016, a new blank document appears.
T F 2. Clicking the Print button on the Backstage Print screen sends the document
straight to the currently selected printer with the default settings.
TF 3. The File tab can be used to save and print files.
TF 4. You can hide the Ribbon by double-clicking the active tab.
TF 5. Previewing and printing can be completed by accessing Backstage.
Lesson 1 Page 25
Projects
Lesson 1 Page 26
2. Click the File tab, and then click Print. In the Copies section of the Print options
area, click the up arrow to change the number of copies from 1 to 2.
3. Click the Print icon.
4. Click Save on the Quick Access Toolbar.
5. Click the File tab, and then click Close.
Lesson 1 Page 27