Wednesday, April 24, 2013

First 9 things required to set as default setting in MS Word 2013

Everyone wants to work with latest software and make themselves upgraded with latest functionality. MS Office came up with 2013 version and it requires some default setting to make your document unchanged in other office version.

Now, the changes I make may not make sense for you and I am not suggesting that everyone do exactly what I do, but I am suggesting that you take a few minutes to adjust the default settings in MS Word 2013 to make it work the way you want it to work - at least as best you can. And, I mean before you starting using it, not after. A few minutes now can save you some frustration later.

Change the Normal Template

This suggestion is probably the most obvious and the most often overlooked. I don’t like the default font and spacing in Word. Personally I like the Arial font instead of Calibari and I like my paragraphs spaced evenly, so I change the default Normal Template (Figure A) right away.

Fig. A - The default Normal Template


Right-click the Normal Style in the Ribbon to get to the Modify Style options screen shown in Figure B. I change the font to Arial 10.

Fig. B - Change the Font


Fig. C - Change the Spacing


Click OK a few times to put the modifications into action. Remember to click the New documents based on this template radio button to make this your permanent Normal Template.


Word Options

This next set of modifications is very subjective - I make them because it makes my life as an editor easier. Reviewing the options may give you some ideas that will increase your productivity.

Formatting Marks

As an editor, I need to see every character on the page, even if the character is a blank space, so I always turn on all formatting marks. Click File in the menu bar and navigate down to the Options link to reach the Word Options configuration screen (Figure D). Click on the Display tab to reach the formatting marks settings. Click the Show all formatting marks check box.

Fig. D - Formatting Marks

Turn off Smart Quotes

Smart Quotes look great when you are in Word, but they don’t play well with WordPress and the other tools I have to use to publish content on TechRepublic, so I always turn them off. This is a two-step process, which makes it slightly tricky.

Under the Proofing tab you will see a button with the label: Auto Correct Options. When you click that button you are taken to the Auto Correct configuration screen. Click the Auto Format tab (Figure E) and deselect the Replace Straight quotes with smart quotes check box. For good measure, I also unchecked the boxes for Ordinals, Fractions, and Hyphens.

Fig. E - No Smart Quotes for me


Here is the slightly tricky part, you also have to look under the Auto Format As You Type tab and unchecked the appropriate check boxes under the Replace as you type category (Figure F). Click OK to apply the changes.

Fig. F - Also under replace as your type


Advanced Changes

One of the features Word employs to purportedly make our lives easier is called “smart” selecting. I hate it. I much prefer to select what I want to select without Word presuming I want a whole word or sentence or paragraph. Perhaps you like this feature, but it is not for me.

Under the Advanced tab of Word Options (Figure G), you will see several check boxes regarding selecting. I turn off selecting the entire word, and smart paragraph selection. I also typically click the check box that turns on Use Normal style for bullet-ed or numbered lists.

Fig. G - I prefer manual selection



This next change is really just for editing purposes, so it may not apply to you, but it is still good to know where the feature is located in case you ever need it. Further down the page under the Advanced tab there is an item that says: Style area pane width in Draft and Outline views (Figure H). I change that from zero to one inch. That change will reveal the style name used for each section of your document. Click OK to apply all of your changes.

Fig. H - Reveal your style

Quick Access Toolbar

As part of the ribbon interface, in the upper left corner, Word has a feature called the Quick Access Toolbar. However, the default configuration for that feature is, to put it politely, sparse: Save, Undo, and Redo.

While there are many tools and features to choose from when adding to the Quick Access Toolbar
(Figure I), I start with four obvious ones. No doubt, I will add more, as I am sure you will too.
  • Quick Print
  • Print Preview
  • Spelling & Grammar Check
  • Draft Mode
  • Save

Fig. I - Expand Selections on the quick access toolbar



Adding Quick Print, Print Preview and Spelling and Grammar is very simple: click the down arrow on the Quick Access Toolbar to reveal a list of potential tools and click the appropriate entries on the list.

Adding Draft mode is a little more complicated. There are several ways to accomplish the task, but the easiest way is to click the View tab (Figure J) and then right-click the Draft icon and select the Add to Quick Access Toolbar item.

Fig. J - Add Draft Mode

Set Zoom

The last thing I do depends on the display screen I am working on at the time. For large monitors, I change the Zoom factor to a higher percentage. The Zoom slider is located in the bottom right corner of you Word window. The default is 100%, but for 24 inch screens I typically bump this percentage to 180%. Click the 100% in that bottom right corner to get the Zoom configuration screen (Figure K) and change the percentage to 180. Or if you are good with the slider you can simply move it to your desired percentage.

Fig. k - Zoom to 180%

Bottom Line

None of the changes I have outlined are absolutely necessary, but for me, making these adjustments saves time, frustration, and headaches. The changes you make may not be the same as mine, but I am willing to bet, whatever changes to defaults you do make, are also made with the desire to save you time, frustration, and headaches.