Word Lesson 8 Demo

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Microsoft Office

Microsoft Office
Word 2013 Core
Lesson 8: Using
Word 2013 Core Productivity Tools
Courseware # 3250
Microsoft Office
Word 2013 Core

Lesson Objectives
• customize the Quick Access • create, edit and manage
Toolbar or the Ribbon macros
• create and edit building • add or remove macros to
blocks the Quick Access Toolbar
• use the Building Blocks or the Ribbon
Organizer

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Microsoft Office
Word 2013 Core

Customizing Some Tools


• Click File, click Options, and click Quick Access Toolbar

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Microsoft Office
Word 2013 Core

Customizing Some Tools


Choose Click arrow to select category with
commands from features to add.

Customize Quick Click arrow to select if revised Quick


Access Toolbar Access Toolbar will appear for current
or all documents.
Add/Remove Select command in left list box to add or in right list box
to remove from Quick Access Toolbar.
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Microsoft Office
Word 2013 Core

Customizing Some Tools

Move Up/ Rearrange buttons in order to appear on Quick


Move Down Access Toolbar.
Modify Only available when importing toolbar but enables
you to customize commands in imported toolbar.
Show Quick Select to display Quick Access Toolbar below ribbon
Access Toolbar instead of its default position above ribbon.
below the
Ribbon
Customizations Click Reset to restore Quick Access Toolbar to
default buttons. Use Import/Export to work with
customized toolbar.

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Microsoft Office
Word 2013 Core

Customizing Some Tools


• Customizing the Ribbon
– Create new group and add/remove commands in
that group
– Can hide tab from
existing ribbon
– To customize
Ribbon, click File,
click Options and
click Customize
the Ribbon

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Microsoft Office
Word 2013 Core

Customizing Some Tools

Choose commands Click arrow to select option which may contain


from features to add to Ribbon.
Customize the Click arrow to select which tabs in Ribbon to
Ribbon customize: All Tabs displays list of all tabs available
that can be placed in Ribbon; Main Tabs contain
the most commonly used tabs; Tool Tabs list all
contextual tabs.
Add/Remove Select command in left list box to add or in right
list box to remove from Ribbon.
Move Up/ Rearrange buttons in right list box in order to
Move Down appear on tab.

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Microsoft Office
Word 2013 Core

Customizing Some Tools

Keyboard Click to open Customize Keyboard dialog box, to


shortcuts assign or change existing keyboard shortcuts for
selected commands.
New Tab Create new custom tab for Ribbon.
New Group Create new group for custom tab.
Rename Rename selected item.
Customization Click Reset to restore Ribbon to default
configuration. Use Import/Export button to work
with customized Ribbon used on system.

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Microsoft Office
Word 2013 Core

Understanding Building Blocks


• Reusable document content that can be inserted into
documents as needed
• Saves time and ensures consistency in documents
• Organized into galleries by type and category
– Pre-defined building blocks available in Quick Parts gallery
– Can also create own and add to Quick Parts Gallery
• Saved as part of document template
– Default template for all new Word documents is Normal
– Can save to Normal template, or as part of custom template

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Microsoft Office
Word 2013 Core

Understanding Building Blocks


• Using Quick Parts
– Building blocks you use often
– Quick Parts gallery accessible from
Text group on Insert tab

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Microsoft Office
Word 2013 Core

Understanding Building Blocks


AutoText Insert building blocks categorized as
AutoText. To insert AutoText entry, on Insert
tab, click Quick Parts, point to AutoText,
then click AutoText entry from gallery.
Document Click from list of document properties
Property to insert. Document properties also
visible on Info tab in Backstage view.
To insert document property, on
Insert tab, click Quick Parts, point to
Document Property, then click
property

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Microsoft Office
Word 2013 Core

Understanding Building Blocks


Field Use to display dynamic content. To insert field, on Insert
tab, click Quick Parts, click Field to open Field dialog
box. Select field from list box, then click OK.

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Microsoft Office
Word 2013 Core

Understanding Building Blocks


Building Click to open dialog box and manage, edit, and
Blocks maintain building blocks.
Organizer
Save Click to save selected document text as custom
Selection to building block. Select document text, then on Insert tab
Quick Parts click Quick Parts, and click Save Selection to Quick
Gallery Part Gallery.

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Microsoft Office
Word 2013 Core

Understanding Building Blocks


• Provide name and description, or assign to particular
gallery and category
– When saved as quick part,
available for use in all other
documents created from
same template. To insert
quick part, on Insert tab, click
Quick Parts, locate quick part
in gallery, then click to insert
quick part
– Can also type name of quick
part and press F3 to insert quick
part into document

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Microsoft Office
Word 2013 Core

Understanding Building Blocks


• Using the Building Blocks Organizer
– To view available Quick Parts, click Insert tab, click Quick
Parts in Text
group and then click
Building Blocks
Organizer. Click item
in list box to preview
in right pane

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Microsoft Office
Word 2013 Core

Understanding Building Blocks


– Click column heading to sort list
– Use buttons below list box to work with currently selected
building block
– To modify building block, insert it into document, make
changes to building block, select it and then save as
building block again
– Ensure replacing correct
building block as cannot undo
– Exit Word to be prompted to
save all new entries into Building
Blocks.dotx template

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Microsoft Office
Word 2013 Core

Understanding Macros
• Recorded series of commands and actions grouped
together and saved as named Visual Basic module
• Can be short and simple entries to very elaborate chains
• Use Quick Parts to insert formatted text and graphics,
whereas use macros to record repetitive actions
• Make macros available to all documents, or only to
documents created from specific templates
• Also known as “scripts” as actions in macro are
commands that are followed in sequence from first to
last, like script

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Microsoft Office
Word 2013 Core

Understanding Macros
• Recording Macros
– Records all steps necessary to accomplish task and when
run, recorded steps executed in same order as recorded
– Can pause while recording macro
– Before recording macro:
• Plan and anticipate steps for task
• If macro complex, write down steps before recording
• Simplify macro by thinking ahead to avoid unnecessary steps
– May be easier to create several macros, each accomplishing part of
complex task

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Microsoft Office
Word 2013 Core

Understanding Macros
• If macro to be available to all documents, save in Normal
template
• Can be created using Microsoft Visual Basic
– Programming language for creating diverse and complex
macros
• View and record macros by clicking Macros in Macros
group of View tab
• To work with macros in depth, display Developer tab
– Click File, click Options, click Customize
Ribbon and then in Main Tabs list box,
click check box for Developer tab

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Microsoft Office
Word 2013 Core

Understanding Macros
• To record macro:
– Click Developer tab, in Code group, click Record Macro,
or
– click View tab and in Macros group, click arrow for Macros
and click Record Macro, or
– double-click in status bar

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Microsoft Office
Word 2013 Core

Understanding Macros

Macro name Enter name up to 80 letters or numbers – no


spaces or symbols.
Assign macro to Assign to toolbar button or shortcut keystroke; can
also assign after macro created.

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Microsoft Office
Word 2013 Core

Understanding Macros
• If assign macro to button, click Button:

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Microsoft Office
Word 2013 Core

Understanding Macros
• To assign to keyboard shortcut:

Store macro in Which template used to save macro.


Description Type description that can contain as many as 255
characters, but only about 100 characters will show
on status bar.
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Microsoft Office
Word 2013 Core

Understanding Macros
• Once record mode active, mouse cursor changes to
– Every keystroke you type or press, and every option you
click, is now recorded into macro
• When finished recording steps for macro, stop record
mode:
– On Developer tab, in Code group, click Stop Recording,
or
– click in status bar

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Microsoft Office
Word 2013 Core

Understanding Macros
• Running Macros
– Can run macro from Macros dialog box or pressing
shortcut key assigned
– To run or play macro:
• On Developer tab, in Code
group, click Macros, or
• press ALT+F8

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Microsoft Office
Word 2013 Core

Understanding Macros
Macro name Displays name of currently selected macro. If no
macros defined, field is blank. To create new macro
using Visual Basic Editor, type name for new macro,
and click Create.
Macro list Lists macros available for current document. If no
macros defined, list is empty.
Macros in Lists available templates and documents that contain
macros. When creating new macro, choose location
where to store new macro.
Description Displays description for currently selected macro.
Run Runs selected macro.

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Microsoft Office
Word 2013 Core

Understanding Macros
Step Into Opens Visual Basic Editor and steps through each line of
code to view effect of each step in macro.
Edit Opens selected macro in Code window of Visual Basic
Editor.
Create Opens module in Code window to create new macro.
Delete Removes selected macro.
Organizer Opens Organizer dialog box where you can copy macros
from one document or template to another, and delete
or rename macros.

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Microsoft Office
Word 2013 Core

Understanding Macros
• Hint: If you assigned a macro to a button or keyboard
shortcut, you can also click the button or press the
keyboard shortcut to run the macro.
• To assign a keyboard shortcut to an existing macro, or to
change an existing assignment, you must access the
Customize Ribbon feature in Word Options.
• To keep macros easy to manage, consider deleting
macros you no longer need.

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Microsoft Office
Word 2013 Core

Understanding Macros
• Editing Macros
– To edit macro: either record macro again or open Visual
Basic Editor to edit code

Macro Code window

Macro projects
available

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Microsoft Office
Word 2013 Core

Understanding Macros
• In code window, move to where changes to be made
and to:
– Delete text: select text and press DELETE
– Insert line of code: move cursor to beginning of line where
to insert new line of text and press ENTER
– Indent line of code: press TAB
– Enter code: begin typing. If drop-down list appears, move
through list to select code
– Turn line of code into comment: type single apostrophe at
beginning of line

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Microsoft Office
Word 2013 Core

Understanding Macros
– To save changes:
• Click File and click Save Normal, or
• click (Save Normal) in Visual Basic toolbar, or
• press CTRL+S

– To switch between Word and Visual Basic windows:


• Click View and click Microsoft Word, or
• click (View Microsoft Word) in Visual Basic toolbar, or
• press ALT+F11

– To close and exit Microsoft Visual Basic window:


• Click File and click Close and Return to Microsoft Word, or
• click Close for Microsoft Visual Basic window

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Microsoft Office
Word 2013 Core

Understanding Macros
• Configuring Security for Macros
– To change security level:
• Click Developer tab, in Code group, click Macro Security, or
• click File, click Options, click Trust Center, click Trust Center
Settings, and click Macro Settings

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Microsoft Office
Word 2013 Core

Understanding Macros
Disable all macros All macros disabled with no notification via security alert.
without notification
Disable all macros with All macros disabled, but security alerts appear if macros
notification present in document.
Disable all macros Allows only macros that include digital signature to run, and
except digitally signed then, only if publisher is listed in list of Trusted Publishers.
macros
Enable all macros (not All macros allowed to run; not recommended because it
recommended, makes computer vulnerable to any potentially malicious code
potentially dangerous hidden in macro.
code can run)
Trust access to the VBA Allowing Visual Basic for Applications (VBA) code to read and
project object model possibly insert new code into an existing VBA module.

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Microsoft Office
Word 2013 Core

Understanding Macros
• Always maintain sufficient security level for macro-
enabled documents and exercise caution when enabling
content
• Disable all macros with notification displays warning
when you open document that contains macros

– Can then choose to enable macros if confident of content


– Recognize document saved as macro-enabled
document by icon associated with file
• If unsure of content when file displays icon, always scan with
antivirus program before opening document and enabling content

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Microsoft Office
Word 2013 Core

Lesson Summary
• customize the Quick Access Toolbar or the Ribbon
• create and edit building blocks
• use the Building Blocks Organizer
• create, edit and manage macros
• add or remove macros to the Quick Access Toolbar or the
Ribbon

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Microsoft Office
Word 2013 Core

Review Questions
1. What is the difference between the commands that display
the drop-down menu for the Customize Quick Access
Toolbar button versus the commands that display on the
Customize Quick Access Toolbar screen within the Word
Options dialog box?
2. What is the purpose of the checkbox at the left of each
ribbon tab name in the Customize Ribbon screen of the
Word Options dialog box?
3. What could you do if you wanted to access those
commands you frequently use on the various ribbon tabs
from one location?
4. Explain what a Quick Part is.

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Microsoft Office
Word 2013 Core

Review Questions
5. What is the purpose of the Building Blocks Organizer?

6. What is the purpose of the Building Blocks template?

7. How do macros differ from Quick Parts?

8. When recording a macro, how do you access items such as


commands or text?

9. How can you edit a macro?

10. Why is it important to check the settings for macro security?

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