Phew, using styles is a complicated affair. At least it is if you start part way through your book (report, family letter). This tiny guide shares my learnings over the last few months. I hope it will help you confidently share your work without the formatting going wrong. And it doesn’t matter where you are in your creative process, there are options to suit everyone.
Please note this guide assumes you can do the basics, such as add a new tab to the ribbon or negotiate the save as dialogue, if you are not sure how to do anything look it up. I have shown all commands in that pretty pale teal you can see in the previous sentence.
If you are really apprehensive about doing this stuff, don’t be. A good way of making sure your existing work is safe is to ALWAYS make a copy (in File Explorer or with save as) before changing an existing document. Give the copy a clear name – eg, rubbish, sandpit, my styles test environment and work in it. And don’t edit your normal template just yet, get happy with styles then give it a go.
This guide is written from a Windows Ten desktop running Office 2016. The dialogues and tools behind these instructions haven’t changed for years, but if you are using an older version of Word you might have to hunt around for them. Sadly the styles gallery was only introduced with Word 2003.
What are styles – a tiny bit of background
Styles tells Word how to format your document. In the ribbon, on the Home tab, you will see the styles gallery. If you select some text, then click on a style, e.g. Heading 1, Word formats the text.
Word what the style looks like because its definitions is saved in a template. When you click Heading 1, Word looks for the definition in the template.
Most of us create documents using the ‘blank document’ option on the new dialogue page, this uses the ‘normal’ template. When we send our document to someone else Word uses the styles in their ‘normal’ template. That is when everything goes wrong.
Key steps to creating a document that is nicely formatted, regardless of who opens it
- Create a template
- Add your styles
- Use the template
- Format your document using the styles gallery or modify existing styles
Create a template
You have two options: one is to use a best-beloved document and the other is to start from scratch. The experts recommend the latter as an existing document carries lots of history and could be corrupted.
- Creating a template directly from an existing document
This is really easy, open your document and save as a word template. Delete the text, save again. In older versions of Word you may have to save as a template again. You have to be sure to save the template in the right location.
The location varies with the version of Word, but Word will normally put the template in the right place. If Word doesn’t help you, you can find your ‘normal’ template in older versions and save your new template in the same place. In newer versions (any with the ribbon) you should have a Custom Office Templates folder in your ‘documents’ folder.
2. Creating a template from scratch
Also really easy, open a blank document and save as template, making sure it is in the right location (see above).
Add your styles
Again you have two options: copy your styles from an existing document or create them in the template.
- Copy from an existing document.
This takes concentration, but is worth the effort if you already have a great format. Open the document you want to take the styles from. Add the developer tab to the ribbon, click on Document Template and click on organizer…
In the picture above you will see two file names. Make sure one is your document and the other is your NEW template. Use the buttons in the centre to copy styles from your document to your template. You can, if you wish, also take this opportunity to delete styles you don’t use and give your styles more meaningful names.
2. Set up new styles
You might want to start from scratch, it’s fun and you can get creative without having to worry about your content. The picture below shows a template I have set up. I have typed the name of each style, applied the style, made the changes I want and then right clicked on the style name in the gallery and hit update ‘style’ to match selection. Easy as pie.
If you want to create numbered headings, please follow the guidance on this brilliant website. You will find lots of other information about styles there too.
When you are done, don’t forget to delete the text and save as a template.
Using your template
Yes, we are ready to rock and roll. Let’s put that great new template into action – now you have three choices. You can create a new document, you can paste your text into the template or you can apply the template to your existing document. These instructions are for versions of Word with the ribbon.
- A brand new document
Click file, new and switch from featured to personal. Select your template and off you go.
2. Sort out an existing document
Click file, new, switch from featured to personal and select your template. Open your existing document and select all the text (ctrl-A). Return to your new document and paste as text. Work through the document applying the styles you want. Remember to save often.
3. Apply the template to your existing document
If you haven’t already done so, add the developer tab to the ribbon. Click on Document Template.
In the picture above you will see the word Normal in highlight. To change the template used by your document, click Attach….
You need to work through your document to make sure all the styles are applied in the right places and are working correctly – see top tips if they are not working as you expect.
Modifying your styles
Now your styles are in a template you can add new styles as you work and be confident they will stay with the document. To create a style you can format text in the style you want, select the text and then use the create a style option from the gallery drop-down. Or you can create a style without a text selection and use the modify dialogue box to get the format you want.
If you want the new style to be added to the template, then you HAVE TO right-click on the style in the gallery, select modify and click on New documents based on this template.
If you want to modify an existing style you have the same two options. You might want to modify it just in this document. In which case you can make a change in the document and then right-click on the style in the gallery and select update ‘style’ to match selection, or right-click the style and click modify. But if you want the changes to be added to the template then you HAVE TO right-click, select modify and click on New documents based on this template.
Clearing styles. Sometimes styles just don’t apply, you click and click and click, but nothing happens. In this situation select the text and use the clear style option in the gallery. Then apply your style.
Automatically update. NEVER tick the Automatically Update box in the modify dialogue box. It makes the sharing issues worse, picks up stray information and applies any changes to all instances of the style (say you want to embolden one paragraph, with Automatically Update ticked you will get all paragraphs of the same style in bold).
There is a second Automatically Update box, if your styles are really playing up, you should make sure that is also not ticked. To find it, you have to add the developer tab to the ribbon and select Document Template, the offending item is on the template tab of the dialogue box.
Based on and following. When you have the modify dialogue open, you will see two options: style based on and style for following paragraph. With some exceptions (see numbered headings link) you should base all your styles on Normal, this gives Word less to think about. And what do you want to follow a heading – a normal paragraph – so tell Word here and save some time.
Using the style gallery
What is the style gallery? The style gallery is your easy, one-stop shop for all things style. There are a ton of ways of creating, applying and modifying styles, frankly, they are a bit repetitive, complex and ugly. So if you want to
- apply a style to some text, either click the style in the gallery and then type, or select the text and then click the style
- create a new style, select the text and use the drop-down on the right of the gallery, select create style
- modify a style, right-click on the style in the gallery and hit modify
- update a style based on selected text, right-click on the style in the gallery and hit update ‘style’ to match selection.
Finally, if you have kept a style in the gallery, but never use it, you can remove it by right-clicking on the style and selecting remove from style gallery.
Editing your normal template. This really isn’t recommended for two reasons:
- If you send the document as a .dotx file to another Word user it will pick up their ‘normal’ styles. And all your formatting efforts have gone to waste.
- The normal template is easily corrupted. The more changes you make to it, the more likely you are to run into problems.
Despite the warnings, you may have a reason to edit your normal template. if so, you can see it is fairly straightforward. Just take your time and, if you feel like being super cautious, make a copy of your existing normal template in another folder before you start.
Templates have the file extension .dot in older versions of Word and .dotx in newer versions.
This post barely touches the surface of styles and all they can do for us. If you would like to learn more here are some advanced guides:
Shauna Kelly – http://shaunakelly.com/topic/word/styles.html
Word 2013 Templates: Featured vs Personal vs Shared vs Custom location names – wiki
How to manage Word styles like a pro – Tech Republic – http://www.techrepublic.com/article/how-to-manage-word-styles-like-a-pro/