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Users Guide
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Cross-References

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and MetaData

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Links

 

Flying Pillcrow - trademark of Madison Wisconsin Criminal Defense Lawyer Charles Kenyon'n Word sites - symbolizing the wish to make Word fly!

 

 

This site maintained
as a hobby
as part of my
 criminal defense
attorney web site
 in
 Madison, Wisconsin.

 

 

 

Flying Pillcrow - trademark of Madison Wisconsin Criminal Defense Lawyer Charles Kenyon'n Word sites - symbolizing the wish to make Word fly!

 

Users Guide
Tutorials

Basic Formatting

Complex Documents
Tables of Contents
Tables of Authorities
Cross-References

Confidentiality
and MetaData

Numbering

Sections and
Section Breaks

Headers and Footers

Styles

Tables

Track Changes
& Compare
Documents

Template Basics
Normal.dot
User
Workgroup
Document
Global

Troubleshooting

Document
Corruption

Third Party
Vendors
Directory

Flying Pillcrow - trademark of Madison Wisconsin Criminal Defense Lawyer Charles Kenyon'n Word sites - symbolizing the wish to make Word fly!

 

 

 

Other Word
Links

Frequently
Asked
Questions

Books
about
Microsoft Word

Microsoft Word
Free
Downloads
:
Add-Ins
Tutorials
Templates

Links

 

Flying Pillcrow - trademark of Madison Wisconsin Criminal Defense Lawyer Charles Kenyon'n Word sites - symbolizing the wish to make Word fly!

 

 

This site maintained
as a hobby
as part of my
 criminal defense
attorney web site
 in
 Madison, Wisconsin.

 

 

 

 

 

 

 

 

Sections, Section Breaks, and Headers and Footers in Microsoft Word

What You Will Learn

After completing this lesson, you will be able to:
bulletUse Sections in Word
bulletUse different types of Section Breaks.
bulletView Headers and Footers
bulletEdit Headers and Footers
bulletUse advanced formatting in Headers and Footers

Additional Written Resources
bulletWord for Law Firms by Payne Consulting Group:
bulletWord 97 for Law Firms (also at Amazon.com UK)
bulletWord 2000 for Law Firms (also at Amazon.com UK)
bulletWord X (2002) for Law Firms (also at Amazon.com UK)
bullet Working with Sections (or Why Word appears to behave so illogically when you delete or move a section break or How to preserve section formatting when pasting between documents) by Dave Rado, MVP
bulletCreate dictionary-style headers / footers describing page contents. Charles Kenyon.
bulletHow can I get a different header - footer on the second page in Microsoft Word? Charles Kenyon. Includes tips and links on creating letterhead and letter templates.
bulletHow to Control Page Numbering in a Word Document by Bill Coan, MVP. Using Fields for Page Numbering - Much more Control
bullet How to Add a Portrait Page Number to a Landscape Page (Microsoft Knowledge Base)
bulletThe Straight and Narrow: Using Columns by Suzanne Barnhill, MVP and Dave Rado, MVP.
bulletLetterhead System - download a system for letter forms that can be easily updated
bulletLetterhead Textboxes and Styles Tutorial - two-page template download that demonstrates use of 
bullettextboxes in headers and footers to reserve space for preprinted letterhead
bulletStyles that are based on each other and use the style for following paragraph feature
bulletUse of the StyleRef field to insert information from the body of a letter into the continuation page headers automatically
bulletInsertion of a date automatically that will not change when you open the document at a later date
bulletUsing Styles in Letterhead and in Headers and Footers by Charles Kenyon - the StyleRef field
bulletDate Fields in Microsoft Word
bulletSo You Want to Write a Book Using Microsoft Word - extensive tutorial by MVP Daiya Mitchell with overview of Styles, Templates and Sections and the interactions among these tool/features. Excellent! Not just for those who want to write books!
bullet How to prevent a header/footer from being edited by Bill Coan, MVP
bulletThis chapter in Word format
bullet This chapter (unsupplemented) for Word 2002 in Word Format

Click to return to table of contents page of Legal Users' Guide to Microsoft Word.
(this guide table of contents) ------- (MS Word New Users FAQ)

This chapter last edited by Charles Kenyon on Thursday 13 October 2005 .

 

Using sections in Word

Word uses section breaks to specify parts of a document that have different page orientation, columns, or headers and footers. Section breaks allow the user to specify where the different formatting will begin and end. You might use section breaks in the following circumstances:
bulletDifferent headers and footers. If the document you are working on needs to have different headers and footers on various pages, you would use section breaks to achieve this.
bulletDifferent numbering schemes. If you are working in a document where the Table of Contents needs lower case Roman numerals, the contract needs Arabic numerals, and the Appendices need alphabetic numerals, you can achieve all of these with section breaks.
bulletDifferent paper sizes. If you want a document to contain one portrait page and one landscape page, you'll need a section break between the pages.
bulletDifferent margins. If the first page of a letter needs a two-inch margin, and the following pages need a different margin, you'll need a section break in the document.
bulletColumns. You can use Word's newspaper column feature in the middle of a page, and place section breaks before and after the multiple columns. If you have text prepared and put it into a column format, word will automatically put in the section breaks.

The Break dialog for Word 2000 and Word 97, accessible from the Insert menu

 

How to view a Section Break

You can see the section breaks in your document in many views, but normal view is the easiest to recognize. Once you insert the section break a double dotted line appears from one side of your document to the other.

Practice: Inserting a section break
  1. Open a blank document.
  2. Change your document view to Normal.
  3. Type the following: Title Page.
  4. Now choose Insert > Break.
  5. Choose Next Page Section Break.
  6. Type Table of Contents.
  7. Choose Insert > Break.
  8. Choose Next Page Section Break.
  9. Type Main document.

Diagram of section breaks in a document

View your document in Print Preview. You now have three sections. Switch between Normal and Page Layout (Word 97) and Print Layout (Word 2000) views in this document to see how the section break appearance differs.

Change Page Formatting in a Specific Section

To better understand how sections work, think of your document as a book with different chapters, and each chapter starts with page number one.

In the last exercise we created a document with three separate sections. We are now able to apply unique formatting to each section of the document. The exercise that follows will help you change the margins and the page layout in the document using section breaks.

Practice: Change Page Formats in Sections
  1. Use the document you created in the last exercise.
  2. Press CTRL+END to move to the end of your document. You should be in Section 3.
  3. Choose File > Page Setup >click Paper Size.
  4. In the Orientation area, select Landscape.
  5. Be sure that Apply to: says This Section.

 
Warning Warning  If you do not apply the section break to "this section only" the whole document will be formatted in Landscape.

  1. Click OK. The last page should now be landscape and the rest of the document should still be portrait.
  2. Press CTRL+HOME to go to the top of the document.
  3. Choose File > Page Setup >click Layout
  4. In the Vertical alignment: section, select Center from the drop-down list.
  5. Be sure that Apply to: says This Section.
  6. Click OK. Your "TITLE PAGE" text should now be centered vertically.
  7. Try changing margins in a specific section.
Headers and Footers

A header or footer is text or other information such as graphics that is stored at the top or bottom of the page throughout your document. You can use the same header and footer throughout a document or change the header and footer for part of the document. For example, you can use your corporate logo in the first-page header, and then include the document's file name in the header for subsequent pages.

To view Headers and Footers in Normal View, click View > Header and Footer. If you are in Page Layout View (Word 97) or Print Layout View (Word 2000), simply double click the visible header or footer that appears as gray text.

In either case, the Header/Footer toolbar appears.

Header and Footer toolbar

 
Note Note  The Header and Footer toolbars are identical in Word 97 and Word 2000.

Practice: Use the Header/Footer Toolbar
  1. Choose View > Header and Footer.
  2. Click the Switch Between Header and Footer button . Your cursor should be in the footer.
  3. Click the button again to toggle back to the Header.
  4. Press the Align Right button on the Formatting toolbar to move to the right side of the Header.
  5. Type DRAFT Rough Outline.
  6. Click the Switch Between Header and Footer button to move to the footer.
  7. Place a Center Tab at 3.25 and a Right Tab at 6.5 on the ruler.
  8. Press TAB once to move to the center of the Footer.
  9. Click the Insert Page Number button.

 
Note Note  If you want to add the word "Page" or dashes on either side of the number, you can type the information before inserting the page number.

  1. Press TAB once to move to the right side of the Footer.
  2. Click the Date button to insert the date.

 
Warning Warning  Using the Date button will insert an updating date that will change to the current date each time you print.

CK Note: See Using Date Fields in Microsoft Word


  1. Click Close on the Header and Footer toolbar.
  2. Switch to Print Preview to view your newly added Header and Footer.
 
Note CK Note: AutoText in the Header/Footer Toolbar. 

There are a number of useful AutoText fields available using the Header/Footer Toolbar. It is important for you to remember that this is really an "AutoText List Field" and as such it is sensitive to the style of the paragraph. If somehow your style gets changed to anything other than the "header" or "footer" style many of your favorite AutoText entries will seem to have vanished! When you paste something into a header or footer, you may want to use Edit => Paste Special... => Unformatted Text so that you don't change the style in your header or footer by mistake.

The header and footer styles also have special tabs set that are especially useful in these contexts. (See the practice above.)

 

Different First Page

There are times when you do not want the page number on the first page of your document. In WordPerfect, this was called Suppress. In Word, the feature is called Different First Page. This means you are still able to put information into the Header or Footer but it will not affect the rest of the Headers and Footers in the document.

 
Note Note  This is frequently used when the firm logo or partner's names appear on the first page of a letter.

Practice: Turn on Different First Page
  1. Open the document from the last exercise.
  2. Double-click the Header in your document. This will access the header and footer area and turn on the Header and Footer toolbar.
  3. Click the Page Setup button on the Header and Footer toolbar. The Page Setup dialog box opens to the Layout tab.

    Page setup dialog with the Layout tab selected

  4. Select Different first page.
  5. Click OK.
  6. Save and close this document.

Notice the Header area now says First Page Header.

Different Odd and Even

The Different Odd and Even option allows you to format your headers and footers differently. For example, you may want the page numbers on the odd pages to be aligned to the right and the page numbers on the even pages to be aligned to the left when you are printing double sided documents. You can access this option from the Page Setup button on the Header and Footer toolbar.

Format Page Numbers

You will need to understand how to insert and format page numbers. For example, you may add a Table of Contents to your document and would like the page numbering to be in lowercase Roman numeral format. As long as your document is divided into sections, you can have differently formatted page numbers in each section of your document.

Same As Previous Same As Previous Button (active)

Word's default is to connect all the Headers in the document and all the footers in the document so they are all the same. It does this by using the Same as the Previous command. It is important to turn OFF the Same as Previous option FIRST before you make any other changes. This will prevent the previous section from being changed as well.

 
Tip Tip  It is usually better to start at the top of your document when working with Headers and Footers.

 
Warning Warning  Word's default is to always make the Header and Footer of a new section the Same as the Previous section. Turn off Same as Previous first, or else your changes will affect the previous section.

Note CK Note: Page Numbers. "There are two places you can put page numbers: in the footer , or in the document .  If you put them in the document, you can never get proper control of them.  This is the greatest trap there is for young page-numberers.  The page number MUST be inserted into the footer!  If your document already has page numbers, click on one.  If it shows the square bounding box of a floating text box, it’s in the document: delete it!" John McGhie, How to Create A Template.

I have gone so far as to remove the Page Numbers... command from my Insert Menu!  

See How to Control Page Numbering in a Word Document.

Practice: Format Page Numbers

Create a new blank document.

Save As (your initials) Sections.

  1. Type

    Confidential Employment Agreement
    ZZZ Company
    January 1, 2000

  1. Choose Insert > Break. From the Section Breaks area, select Next Page to insert a Next Page section break.
  2. Type Table of Contents and press ENTER.
  3. Insert a Next Page section break.
  4. From the Style drop-down list on the Formatting toolbar, choose Body Text.
  5. Type =rand(30) and press ENTER.
  6. Insert a Next Page section break.
  7. Type Appendix: Salary Increases and press ENTER.
  8. Choose File > Page Setup > Paper Size.
  9. Under Orientation, select Landscape.
  10. Be sure that Apply to: says This section.
  11. Save the document.
  12. Press CTRL+HOME to get the top of the document.
  13. Choose View > Header and Footer.
  14. Click the Switch Between Header and Footer button. Your cursor should be in the footer of the first page. Notice that it says: Footer Section 1. We do not want a page number on the first page so leave it blank.
  15. Click the Show Next button to jump to the next footer. It should read: Footer Section Notice on the right that it says Same As Previous.
  16. Click the Same As Previous button. This disconnects Section 2 footer from Section 1 footer.
  17. Choose the Center button on the Formatting toolbar to move your cursor to the middle of the footer.
  18. Click the Format Page Number button. The Page Number Format dialog box opens.

    Page Number Format dialog

  19. From the Number format drop-down list, choose lowercase Roman Numerals.
  20. Under Page Numbering, select Start at to have the page numbers start counting from this section.
  21. Click OK to return to the footer.
  22. Click the Insert Page Number button on the Header/Footer toolbar.
  23. Click Show Next to move the cursor to Footer-Section 3.
  24. Turn off Same As Previous using the button on the Header/Footer toolbar.
  25. Click Page Number Format.
  26. Change the number format to Arabic numerals, and choose Start At and change the Start At to 1. Click OK.
  27. Click Show Next to move the cursor to Footer-Section 4.
  28. Turn off Same As Previous.
  29. Change the number format to capital letters.
  30. Click Close on the Header/Footer toolbar.
  31. Switch to Print Preview and make sure your page numbers are correct.

Trouble Shooting Sections, Headers and Footers, Page Numbering

Why is the spacing off in the footer of a landscape page?

  1. Check first to see if there are section breaks setting off the landscape page.
  2. Even though the footer will look the "same as previous," that option must be turned off.
  3. After turning it off, move the center tab to 5.5 inches and the right tab to 10 inches.
  4. Continue to the following section and, again, turn off "same as previous."

The page number was formatted to show A, B, C. It's not appearing in the footer.

Although the number was formatted correctly, it was not inserted. First format the number to get what is needed; then insert the number in the footer.

I can't see the headers and footers.

If you are in Normal View, it is necessary to click View > Header and Footer. If you switch to Page Layout View (Word 97) or Print Layout View (Word 2000) you will see them as unavailable. Double-click in the header or footer and the Header/Footer toolbar will be accessible.

The section break doesn't allow me to have both portrait and landscape text on the same page.

Unfortunately, Word will not allow this by the use of a section break. To achieve the desired effect, you must insert a text box.

CK Note: Everything that follows has been added by me and does not appear in the original of this chapter.

I have the codes for Page 1 of 3 (x of y) in my header/footer. It is different on the screen from when it prints out. Or, I get Page 1 of 1, Page 2 of 2, Page 3 of 3, etc.

Unfortunately this feature doesn't work very well. There are a number of reasons for this, including background printing and the timing of field updates. The best work-around that I have heard of is to use a Cross-Reference for the "Y" of Page X of Y. Put a bookmark on the last page of your document - at the very end - and use Insert | Cross-Reference to insert the page number on which that bookmark may be found. Other things to do include:

  1. Turn off background printing.
  2. Turn off display of hidden text if you have any in your document.
  3. View the document in Print Preview (Page Preview) mode including the last page of the document to force an update of the fields. 

For more on this see: http://www.addbalance.com/word/pagexofy.htm. For more on bookmarks and cross-references see Complex Legal Documents.

See also Troubleshooting Sections

 

Original Chapter on Microsoft Website

Hit Counter since 28 August 2001

Copyright 2000, Microsoft Corporation.
Copyright 2000-2002, 2004-2006 Charles Kyle Kenyon
See information about copy permission.

The original (unsupplemented) Legal Users' Guide to Microsoft Word also can be found on the Microsoft Website.

My office page as a Madison, Wisconsin Criminal Defense Lawyer.