Word 2007 - marking text (outline method using levels) for TOC etc

[Guest]

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.

 

[Guest]

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!

 

[Summer]

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

 

[Stefan Blom]

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?

 

[Guest]

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.

 

[Guest]

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/word/HP012253721033.aspx?pid=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/styles/TipsOnStyles.html

 

[Guest]

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]

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.

 

[Herb Tyson [MVP]]

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]

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


in message

 

[Guest]

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.