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Microsoft® Office Word 2007

Lesson 1
Working with
Documents
Lesson Objectives
•   move around the document
•   change and customize the view
•   adjust the zoom
•   split windows and arrange panes
•   save documents
•   use document properties
•   create new documents using templates
Moving Around in the Document

Movement Desired        Press   Movement Desired     Press

Next character                  Next line

Previous character              Previous line

Next word                   +   Next paragraph           +

Previous word               +   Previous paragraph       +

Beginning of line               Next screen

End of line                     Previous screen

Beginning of document       +   End of document          +
Changing the View
•   Print Layout                              •   Web Layout
     – view and adjust overall page                – for creating Web pages
       layout                                      – similar to viewing page in Web
     – similar to how document appears               browser
       when printed
                                              •   Outline
     – can see graphical elements
                                                   – create outline
•   Full Screen Reading                            – promotes or demotes text
     – pages adapted to monitor size               – uses hierarchical layout
     – increases legibility of document            – show headings and subheadings
     – series of options available for this
                                              •   Draft
       mode
                                                   – focus on editing or formatting text
Changing the View
• To change view mode:
  – On View tab, in Document Views group




  – Click view button in scroll bar
      Print    Web
      Layout   Layout   Draft




       Full Screen Outline
        Reading
Adjusting the Zoom
• Enlarge or reduce text display
   – On View tab, in Zoom group




   – Zoom options on Status bar

       Zoom    Zoom   Slider   Zoom
       Level   Out             In


• Useful when working with small font size
• Can set zoom percentage from 10% to 500%
• Only controls screen display
Splitting Windows
• View different parts of document at same
  time
• Can only split window horizontally into two
  parts
• To split window:
  – On View tab, in Window group, click Split, or
  – Drag to required height for second window
Splitting Windows
• To navigate between panes:
  – Click in window to access that document, or
  – Press      or    +       to between windows, or
  – Drag split bar to display
    more or less of window
• To remove split pane:
  – On View tab, in Window
    group, click Remove Split,
    or                                         Split
                                               Bar
  – double-click split bar
Arranging Panes
• View more than one document at same
  time
• Can only arrange panes horizontally
  – number of lines depends on monitor size
    and number of documents
• To move between documents:
  – click in each pane, or
  – press      +
Arranging Panes
•   Use View Side by Side to compare two documents at one time
    – if more than two open documents, use Compare Side by Side to select files
Saving Documents
• Save documents to use again
  – File name can be maximum of 255 characters
  – Be descriptive to identify contents quickly
  – .docx extension or save as another file format
• Always see Save As dialog box when save
  file for first time
• To save with new name, click Office
  Button, Save As
Saving Documents
• My Documents is default folder
  – Use this or create your own folders
  – Save in any location you can access
• Title bar verifies if file saved
• Can save same file in multiple locations
• To save document:
  – Click Office Button, Save, or
  – on Quick Access Toolbar, click Save, or
  – press    +
Saving in Another Format
• Click Office Button, Save As




  – then click arrow for Save as type
Working with the Compatibility Mode
• Indicates file saved in non-2007 format
• Use Compatibility Checker to:
  – determine what changed in original document
  – if can convert to Word 2007
• Click Office Button,
  Prepare, Run
  Compatibility Checker
Using Document Properties
• Provide information on file contents
• To add properties, click Office Button, Prepare,
  Properties
Using Document Properties
• Click Document
  Properties, Advanced
  Properties
   – view other properties
• Each tab shows different
  information on file contents
   – Search criteria
   – Statistics
• Can also view properties
  using Views, Properties on
  Save As or Open dialog box
Creating New Documents
• Click Office Button, New
Lesson Summary
•   move around the document
•   change and customize the view
•   adjust the zoom
•   split windows and arrange panes
•   save documents
•   use document properties
•   create new documents using templates
Review Questions
1. Discuss when you would change the view modes for
   a document and why.
2. Discuss why the zoom percentage may vary on
   different monitors.
3. Give examples of when you might want to split the
   windows for one or more documents.
4. Explain why you would save a file in another format
   other than the Word 2007 document format.
Review Questions
5. How can the Compatibility Mode affect a file?
6. Provide an example of how you might use the
   information shown for a file’s properties.
7. Provide some examples of why you might use the
   advanced options for Document Properties.
8. Provide examples of when you might use a template
   to create a new document.

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3230 word 2007 lesson 1 navigating documents

  • 1. Microsoft® Office Word 2007 Lesson 1 Working with Documents
  • 2. Lesson Objectives • move around the document • change and customize the view • adjust the zoom • split windows and arrange panes • save documents • use document properties • create new documents using templates
  • 3. Moving Around in the Document Movement Desired Press Movement Desired Press Next character Next line Previous character Previous line Next word + Next paragraph + Previous word + Previous paragraph + Beginning of line Next screen End of line Previous screen Beginning of document + End of document +
  • 4. Changing the View • Print Layout • Web Layout – view and adjust overall page – for creating Web pages layout – similar to viewing page in Web – similar to how document appears browser when printed • Outline – can see graphical elements – create outline • Full Screen Reading – promotes or demotes text – pages adapted to monitor size – uses hierarchical layout – increases legibility of document – show headings and subheadings – series of options available for this • Draft mode – focus on editing or formatting text
  • 5. Changing the View • To change view mode: – On View tab, in Document Views group – Click view button in scroll bar Print Web Layout Layout Draft Full Screen Outline Reading
  • 6. Adjusting the Zoom • Enlarge or reduce text display – On View tab, in Zoom group – Zoom options on Status bar Zoom Zoom Slider Zoom Level Out In • Useful when working with small font size • Can set zoom percentage from 10% to 500% • Only controls screen display
  • 7. Splitting Windows • View different parts of document at same time • Can only split window horizontally into two parts • To split window: – On View tab, in Window group, click Split, or – Drag to required height for second window
  • 8. Splitting Windows • To navigate between panes: – Click in window to access that document, or – Press or + to between windows, or – Drag split bar to display more or less of window • To remove split pane: – On View tab, in Window group, click Remove Split, or Split Bar – double-click split bar
  • 9. Arranging Panes • View more than one document at same time • Can only arrange panes horizontally – number of lines depends on monitor size and number of documents • To move between documents: – click in each pane, or – press +
  • 10. Arranging Panes • Use View Side by Side to compare two documents at one time – if more than two open documents, use Compare Side by Side to select files
  • 11. Saving Documents • Save documents to use again – File name can be maximum of 255 characters – Be descriptive to identify contents quickly – .docx extension or save as another file format • Always see Save As dialog box when save file for first time • To save with new name, click Office Button, Save As
  • 12. Saving Documents • My Documents is default folder – Use this or create your own folders – Save in any location you can access • Title bar verifies if file saved • Can save same file in multiple locations • To save document: – Click Office Button, Save, or – on Quick Access Toolbar, click Save, or – press +
  • 13. Saving in Another Format • Click Office Button, Save As – then click arrow for Save as type
  • 14. Working with the Compatibility Mode • Indicates file saved in non-2007 format • Use Compatibility Checker to: – determine what changed in original document – if can convert to Word 2007 • Click Office Button, Prepare, Run Compatibility Checker
  • 15. Using Document Properties • Provide information on file contents • To add properties, click Office Button, Prepare, Properties
  • 16. Using Document Properties • Click Document Properties, Advanced Properties – view other properties • Each tab shows different information on file contents – Search criteria – Statistics • Can also view properties using Views, Properties on Save As or Open dialog box
  • 17. Creating New Documents • Click Office Button, New
  • 18. Lesson Summary • move around the document • change and customize the view • adjust the zoom • split windows and arrange panes • save documents • use document properties • create new documents using templates
  • 19. Review Questions 1. Discuss when you would change the view modes for a document and why. 2. Discuss why the zoom percentage may vary on different monitors. 3. Give examples of when you might want to split the windows for one or more documents. 4. Explain why you would save a file in another format other than the Word 2007 document format.
  • 20. Review Questions 5. How can the Compatibility Mode affect a file? 6. Provide an example of how you might use the information shown for a file’s properties. 7. Provide some examples of why you might use the advanced options for Document Properties. 8. Provide examples of when you might use a template to create a new document.

Editor's Notes

  1. © CCI Learning Solutions Inc. Pg 1 This Lesson will review some of the basic skills that are included in this version of the Microsoft certification. Many items here should be reviewed to increase the productivity for users. For instance, changing from Print Layout which is now the default instead of Normal and the first in the view buttons. Take note that if you are using Vista, the screens will vary from those in the book or the slides. They should not make a big impact on the students although when you have them open or save a file, the dialog box that appears will be quite different. Be prepared to have to do some training on file management or navigating using the Vista operating system. The pre-requisite does state that they should have these skills already but be prepared that you may have to do some basic review for these skills as well. 3130 Microsoft Office Word 2007 -- Exam 77-601
  2. © CCI Learning Solutions Inc. Pg 1 Review the objectives of this section with the class. The first few topics can be considered long and tedious to learn but becomes crucial when getting students to understand the importance of recognizing elements on their screen. Set the pace of the class based on the information provided by students during the introduction. Don’t feel you need to go through every detail on every page; gauge this based on how familiar or comfortable your students are with computers. For example, if the majority of your class has used a word processor, even in a limited form, there is no need to provide an explanation of what a word processor. Alternatively, if the class has just completed a Windows course, you may not need to spend a lot of time going over file management basics. Ensure the student data files are readily available for all students, whether they are on individual systems or via network. This will save you at least 20 minutes at the beginning of the class downloading the data files and having to do a review of Windows basics. 3130 Microsoft Office Word 2007 -- Exam 77-601
  3. © CCI Learning Solutions Inc. Pg 2 Objective 5.1 Although most students will likely use the mouse to move around in the document, be sure to point out how sometimes it can be faster to use the keyboard to move to a specific spot. As well, for those students who are not comfortable using the mouse, using the keyboard will give them more control on where to position the cursor. You may also want to allude that many of these features can be used with the Shift key to select text. 3130 Microsoft Office Word 2007 -- Exam 77-601
  4. © CCI Learning Solutions Inc. Pg 3 Objective 5.1 Take the students through a demonstration of each of these views, explaining the visual differences between each. For example, point out how Draft view takes the full width of the screen with no vertical ruler and the screen appears to be bigger in size than the Print Layout view. When starting out, most students are likely not to change their view and won’t really understand why they might want to switch views, choosing to stay in either Draft or Print Layout view. In most cases, they also won’t notice the view has changed when they activate certain features (such as columns or inserting pictures) until the item no longer appears. Emphasize that it isn’t necessary to be switching views constantly; a lot of this depends on the document and what you want to do with it. For example, if you only want to focus on the text, regardless of what else might be in the document, switch to Normal view in order to show only the text. Alternatively, when working with an outline from scratch, it may be better to switch to Outlive view in order to be able to quickly move topic titles to higher or lower levels. 3130 Microsoft Office Word 2007 -- Exam 77-601
  5. © CCI Learning Solutions Inc. Pg 3 Objective 5.1 Remind students that these buttons are available on the screen but now appear at the right on the Status bar. Students tend to focus on the “larger” buttons or the Ribbon tab even after they have gained some proficiency in Word). Try to get students to remember these buttons, especially since they are the fastest way to move between the views. The Full Screen Reading view is not discussed in the book in any detail other than the accompanying exercise. You may want to quickly introduce this to students, showing them how this view appears and when it might be used. The feature can also be turned on or off for all documents in the Office Button, Word Options. You may want to check that it is off for all documents and then activate it only as a demonstration. 3130 Microsoft Office Word 2007 -- Exam 77-601
  6. © CCI Learning Solutions Inc. Pg 5 Objective 5.1 Students often forget about this feature and then wonder why some screens appear to be larger than their own. Point out how this feature is available in most programs and allows you to zoom in or out of any document on screen, regardless of the view being used. However, the view will determine what options are available from the Zoom list. Have students try this out by switching to Draft view and then clicking the different options on the Zoom slider or the Zoom Level button. Also have them click the Page Width option, then 75%, and then 200% so they can see how changing the zoom can help with varying font sizes in the text. Then have students switch to Print Layout view and try some of the different zoom options from the Zoom Level button in this view. Point out how there are more options with this view as this mode is meant to help you in determine the layout of items on the document. Provide examples of when this could come in handy, e.g., document will be printed on the “inside” of a brochure or flyer and you want to ensure that the information fits within that page only, or a two page document that will be shrunk down to be printed for page 2 and 3 inside a booklet, a financial document with landscape orientation that contains 15 columns of information, etc. Discuss with students how the zoom will not always match every monitor even though the percentage is the same. Remind them of the concepts from Windows regarding screen display – video card used, resolution set, size of monitor, etc. All these factors will affect how much text is displayed on screen. Make sure students understand that the zoom affects only the screen display and does not change the printed copy. Some students confuse this option with changing the font size manually; point out how the only way to get very large text in the printed copy is to manually change the font size for text. 3130 Microsoft Office Word 2007 -- Exam 77-601
  7. © CCI Learning Solutions Inc. Pg 43 Objective 5.1 Some students will not understand why they would ever want to split the window. Be prepared to provide examples, e.g., compare different parts of the document, show the revenue figures on page 3 so you can write a summary on page 1, etc. Have students try splitting the window, giving them a quick review of how this affects the document window only and not the application window. Make sure they understand this, using the point of how you want to change the view of this document only, not have two copies of Word running. If students are familiar with Excel, discuss how this is similar to setting up panes in Excel except that with Word, you can only split it horizontally. 3130 Microsoft Office Word 2007 -- Exam 77-601
  8. © CCI Learning Solutions Inc. Pg 6 Objective 5.1 Use the screen shown here as an example of how the screen appears once it’s been split. Have students find the split bar between the two documents so they know where to go when they no longer want the split panes (other than using the menu option). Have students try moving between each window, as well as scrolling in each window to give them an idea of how they can use this feature to view information in two different areas of the document. Give examples of when or why you might want to split a document into two windows, e.g., view in one window how formatting may affect the document while original stays intact in other window, seeing something in one part of the document that you would normally have to scroll to see, etc. 3130 Microsoft Office Word 2007 -- Exam 77-601
  9. © CCI Learning Solutions Inc. Pg 8 Objective 5.1 Provide examples of why they might want to arrange panes with multiple documents open. For example, creating a new document using pieces of text from two or three other documents (could be a review of information versus actual copying and pasting tasks), need to see as much of the document title in the title bar for reference instead of accessing them from the taskbar (especially when the buttons become too small to see more than six characters), etc. Have students try opening any three documents and then arranging the panes accordingly so they can see how much of text in each document can be displayed. You can then also do a review of how to turn items on or off (toolbars) on the screen in order to see more lines of text. Then have them try moving between each pane using both the mouse and the keyboard so they can see how this works. 3130 Microsoft Office Word 2007 -- Exam 77-601
  10. © CCI Learning Solutions Inc. Pg 8 Objective 5.1 In most cases, students will likely want to compare two documents even with several documents open. This feature is new to Word and is very handy for this purpose since it is the only way to show the documents side by side versus the traditional split panes option. Discuss how the feature works with two documents only, and then what happens when multiple documents are open (see next slide). Provide examples of how or when this feature could be used, e.g., several versions of same document and you want to compare changes between each, you have several documents that share similar names and you want to see the contents of each, etc. 3130 Microsoft Office Word 2007 -- Exam 77-601
  11. © CCI Learning Solutions Inc. Pg 9 Objective 6.1 You may also want to have the next slide on the screen as you go through the second point here. This should be a review of how to save files so you shouldn’t need to spend a lot of time on the new few slides. These concepts listed are pretty much shown as a review for students and to ensure they are all on the same page whenever you or the book states to save a file. Be sure to go through the Save process with students carefully. Some students will not grasp the concept of why they might want to save a file with a different name. Provide examples such as a contract that is the original and the next one contains a customer name, same letter being sent to two different people and you want to keep each letter separate, keep the original intact and save it with something to identify the different version (i.e., “Draft”, “No Prices”, etc.). Point out how the first time they save a new document, they will always see the Save As dialog box. When you display the next slide, point out the title bar and how it clearly identifies this dialog box as same. While they can save a file using the same name, have them begin to watch the title bar to check whether they really do want to save the file with the same name or give it a different name. You may also want to spend a few minutes doing a quick review from Windows of the limitations that come with saving file names and how this also applies in the application program. Having long names is a valuable tool, especially for documents with similar content. However, there are still limitations about some characters that can be used. Be sure to list these (or point it out in the book) so students don’t use them; you might even want to have them try using one of these to show them the error message that appears. Although at this point, it is unlikely that most students will need to save their files in a different format, this is an objective that is part of the exam and should be mentioned if not actually performed. Give examples as to why and when they might need this option, e.g., client uses WordPerfect, want to create a boilerplate or template, etc. 3130 Microsoft Office Word 2007 -- Exam 77-601
  12. © CCI Learning Solutions Inc. Pg 9 Take a few moments to review these options with students so they are aware of some of the productivity tools here, even if they don’t use them. For example, point out the locations bar so they can quickly move to a specific area to find their documents. You may also want to take them through the process of moving back or up one level when moving to their Student Data location. Some of the points on the previous and next slides refer to items so you may want to keep the slides of text on the screen as you have them review this dialog box on their screen. For example, the highlighted file name that appears based on the first line of text in the new document (or a previously saved file), the View button, etc. This will be crucial to do if you are using Vista as the Tools and View buttons are in different location(see below): 3130 Microsoft Office Word 2007 -- Exam 77-601
  13. © CCI Learning Solutions Inc. Pg 10 Objective 6.1 Discuss the different ways you can access the Save As dialog box, and how Office provides the most common methods in the menu for the Save As command from the Office Button, but you can see all the formats in the second method. Give examples of when you might need to save a file in a different format, e.g., someone does not have the Word 2007 or he/she uses Word for the Mac, you want to send a smaller file possibly with little or no formatting , etc. 3130 Microsoft Office Word 2007 -- Exam 77-601
  14. © CCI Learning Solutions Inc. Pg 10 Objective 6.1 As with all software, upwards compatibility is not a problem and with Office 2007, the files are clearly marked as being in a format other than 2007. Discuss how this feature can be used when you know for sure you want to convert the file into the 2007 format, and how there are some options that may not convert properly. You may want to do a demo quickly using the 2003 file provided with the data files to display the message regarding compatibility options. Make a point to discuss how there are some options that won’t convert properly, especially if there’s a chance the file may be shared with others who don’t have Word 2007. You may want to recommend that if there’s a chance of this, it is best to leave the file in its original format rather than simply upgrading to the 2007 format. An example of an item that may not convert are the effects for pictures or shapes; some of these will convert to a fixed object in an earlier version of Word instead of the object with effects in Word 2007. There is also an add-in that can be downloaded from Microsoft’s Web site that enables you to open 2007 files using earlier versions of Word (or another Office program). 3130 Microsoft Office Word 2007 -- Exam 77-601
  15. © CCI Learning Solutions Inc. Pg 11 Objective 1.3 Using the demo document, have students access this option to show them what and why they might want to enter information for the file, e.g., search for all documents created by this user, category, or enter keywords based on project name or type, etc. The first screen contains the most common fields of information that most users will set up on a file. You may also want to mention that this tab can also be accessed within My Computer or Windows Explorer by right-clicking on the file and then clicking Properties. This can be handy when you need to add some information for the file without having to start Word to accomplish the task. 3130 Microsoft Office Word 2007 -- Exam 77-601
  16. © CCI Learning Solutions Inc. Pg 12-13 It isn’t necessary to go through all the fields in each tab in detail; the tab to focus on would be the Summary one where the majority of information is set up, as needed. Then look at the Custom tab for specific information to help identify the file. Point out how there are some fields where the information cannot be changed by individuals; it is captured by the software programs and as such, provides a history for the file, as required. Provide examples of when you might want or need to see this history, e.g., number of words needed in a report, billing time based on amount of time spent working on document, who accessed file last, etc. If desired, you can also go through the other tabs in this dialog box although it is not required as part of the exam objectives. Take note that some of these tabs may not appear, depending on the network setup, network software used, or access rights assigned. 3130 Microsoft Office Word 2007 -- Exam 77-601
  17. © CCI Learning Solutions Inc. Pg 15 You may want to review how to create a blank document using the fast method of pressing Ctrl+N. Then introduce how to create a new blank document from the templates area. Students like to play with this feature once they’re been introduced to it, especially now that there is the instant preview of each type of document and the variety available. Be sure to include a demo that everyone will likely use, such as the calendar or an award certificate, and allow some time for the students to search for other types of documents on their own and then download/create the document. Make sure students understand what a template is and why these types of documents are available (Microsoft has created these common types based on feedback from existing customers over the years to help new users become acquainted with different types of documents that can be created for personal or business use). There’s no need to spend a lot of time discussing how templates are created or design elements as templates are discussed for this series (in Lesson 11). You may want to allude to the fact that there are many more templates available online from Microsoft’s web site if they need or want more than what is offered here (http://microsoft.com/office). 3130 Microsoft Office Word 2007 -- Exam 77-601
  18. © CCI Learning Solutions Inc. Pg 16 Provide a summary of the skill sets learned in this Lesson. 3130 Microsoft Office Word 2007 -- Exam 77-601
  19. © CCI Learning Solutions Inc. Pg 16 Answers to the Review questions are found in the Instructor Resources and can be used at the end or beginning of a class. Alternatively, you can also assign these for homework and then mark them at the beginning of the next class. 3130 Microsoft Office Word 2007 -- Exam 77-601
  20. © CCI Learning Solutions Inc. Pg 16 Answers to the Review questions are found in the Instructor Resources and can be used at the end or beginning of a class. Alternatively, you can also assign these for homework and then mark them at the beginning of the next class. 3130 Microsoft Office Word 2007 -- Exam 77-601