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Understanding Styles in Microsoft Word

Last edited by Charles Kenyon on Monday 07 August 2006

What You Will Learn

After completing this lesson, you will be able to:
bulletUnderstand the importance of Styles
bulletUnderstand the difference between Paragraph and Character Styles
bulletList all available styles
bulletCreate, Modify and Locate your Own Styles
bulletUnderstand Where Styles Live
bulletAutomate Styles
bulletCopy Styles
bulletUse Heading Styles to Enable quick and easy navigation of a document.
bulletUse the Organizer to Copy Styles to/from a different template or document
bulletExplore Style Gallery
bulletCopy Text Formatted in a Style
bulletOther Word Features that Depend on Styles
bullet Troubleshoot Issues with Styles

Additional Written (and Web) Resources
Word 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)
Tips for Understanding Styles in Word 2002 by Shauna Kelly, MVP
How Styles in Microsoft Word Cascade by Shauna Kelly, MVP
To Style or Not to Style by Microsystems Engineering
Styles in a Networked Environment - newsgroup discussion
Create a Template Part 2, John McGhie, MVP.
What Happens When Styles in a Template and Document Don't Match? (Microsoft)
Quickly Reorganize Long Documents Using Outline View (Microsoft)
Template Basics in Microsoft Word
The Seven Laws of Styles by Bob Blacksberg in his "Word of Law" column in Woody's Office Watch
Use No Empty Paragraphs by Bob Blacksberg
Typing: Get Over It! by Bob Blacksberg
(Keyboard) Shortcuts to Styles by Bob Blacksberg
What is the difference between the normal style and the Body Text style?
Letterhead System - styles used to format letters and letterhead
Letterhead Textboxes and Styles Tutorial - two-page template download that demonstrates use of 
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
bulletThe AutoText list restricted by styles for the salutation and closing.
bulletTextboxes in headers and footers to reserve space for preprinted letterhead
bulletInsertion of a date automatically that will not change when you open the document at a later date
bulletInsertion of the typist's name as signer automatically by accessing the Author document property.
Using Styles in Letterhead and in Headers and Footers by Charles Kenyon - cascading styles - style for next paragraph - the StyleRef field
StyleRef Field Tutorial by Charles Kenyon
IncludeText Field Tutorial - 2 documents with IncludeText links demonstrating switches, interaction of styles, and use of hidden Page field for continuous page numbering of separate documents.
AutoText Sampler - styles used to organize AutoText - see also...
Why does text change format when I copy it into another document? by Shauna Kelly, MVP
What happens when I send my document to someone else, will the formatting change? by Shauna Kelly, MVP
How to add pop-up lists to any Word document by Bill Coan, MVP.
Newsgroup discussion of where styles live and style inheritance - starts with message 8 posted by Howard Kaikow - worth the read
Getting Started With Styles by Dian Chapman, MVP (another tutorial page but shorter than this one)
A Global StyleSheet in Microsoft Word? by Charles Kyle Kenyon
Word is always making changes I don't expect. How can I get more control over my formatting? by Suzanne S. Barnhill, MVP, and Dave Rado, MVP.
So 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!
(Advanced) How to safely update a document's styles from its template without using the Organizer (and how to make the Tools + Templates and Add-ins dialog safe) by Dave Rado, Margaret Aldis, Ian Sharpe and Beth Melton.
How to Apply a Style in Microsoft Word by Shauna Kelly
How to Modify a Style in Microsoft Word by Shauna Kelly
Why Does Text Change Format When I Copy It Into a Different Document? by Shauna Kelly
How Styles in Word Cascade by Shauna Kelly
Table Styles Not Useful by Shauna Kelly
Formatting applied to one paragraph affects entire document by Suzanne S. Barnhill, MVP
Useful StyleRef Field Tricks by Suzanne S. Barnhill, MVP
Styles DropDown Keyboard Access Add-In - (For Word 2002+) Simple Add-In to give keyboard (Ctrl-Shift-S) access to the Styles DropDown in the Formatting Toolbar

Styles Dialog Box Add-In - (For Word 2003+) Simple Add-In to give menu access to the Styles Dialog Box

How to put Word 2002 (and 2003) back the way they were in Word 97-2000 by Suzanne S. Barnhill, MVP (getting access to the Styles dialog box instead of the Task Pane)
How to Control Bullets in Microsoft Word by Shauna Kelly, MVP. Bullets and outline numbering are very much related in Word. You use styles to implement either in a reliable way.
OutlineNumbering by Shauna Kelly, MVP (see note above)
Changing the formatting rules with compatibility options - these can change how Word treats formatting in styles.
This chapter in Word format.

Click to return to table of contents page of Legal Users' Guide to Microsoft Word.Click to go to Microsoft Word new users frequently asked questions site in a new browser window.
(this guide table of contents) ------- (MS Word New Users FAQ)

Styles Add-In - CK Note

Stylizer - I haven't tried this but you may want to give it a look. It's blurb says: "Stylizer was developed to make it easy for any user of Word to reformat documents properly, through the intelligent application of Styles, and the automation of routine formatting tasks." This is from Levit & James.

Styles Dialog Box - For Word 2003+ Simple Add-In to give menu access to the Styles Dialog Box. This Add-In is needed for people using the following Add-In to give keyboard access to the Styles Drop-Down.

Styles Drop-Down keyboard access. In Word 2002+ the Styles drop-down (in the formatting toolbar) cannot be accessed from the keyboard. This Add-In changes the Ctrl-Shift-S command back to give keyboard access to this toolbar. (Without the Add-In, Ctrl-Shift-S pops up the Styles Dialog Box.{

Styles Overview

Styles are arguably the most important feature in Microsoft Word. Why? Because everything that you do in Word has a style attached. The definition of a style is two-fold. First, you can think of a style as a set of pre-defined formatting instructions that you can use repeatedly throughout the document. Let's say each heading in a document must be centered, uppercase, bold, and a slightly larger font size. Each time you need to apply formatting to the heading, you have to go through the entire process to get the text the way you want it. If you store the formatting commands in a style, you can apply that style any time you need it without having to do all of the reformatting.

Possibly more important however is that styles are used to "tag" or identify parts of a document. An example of this is whether text is part of a heading, a footnote, a hyperlink, or body text. These are all examples of styles in Word.

If you're concerned about whether or not you need to learn styles, we can put it rather simply: you do. Styles are the architecture upon which Word is based. Just about everything in Word is style-driven. In fact, many people in the industry refer to Word as a "style-driven" program.

Styles allow for quick formatting modifications throughout the document and can be tied into numbering to make working with outline numbered lists easier.

Note

CK Note: For long documents, documents that are likely to be heavily edited, and documents that may form the basis for other documents, follow the basic rule that to change formatting use Format => Styles... Do not apply direct formatting. You will save yourself, and others, untold hours of hair-tearing. For shorter one-use documents, direct formatting is OK; you'll only regret not using styles about one time in six, on the other five out of the six, you'll save a bit of time. If you create document templates with direct formatting, you deserve what will happen to you when someone finds out (and it won't be nice). In my opinion, using direct formatting in document templates intended for use by others rates the words malicious and/or incompetent. If the templates are for your own use, you deserve the loss of days, months, even years from your life that you'll spend fighting with Word and trying to figure out why your documents look so bad.

Trying to use Word without understanding and using styles is like pushing on a string. I resisted learning and using styles for years and now regret every day of those years because although that string was still very hard to push, it kept getting longer and longer, and had some very important projects tied to it! Once you understand styles and the Word concept of organizing things into Chinese boxes everything falls into place and instead of pushing a string, you can push a button that turns on the very powerful text processing machine known as Microsoft Word and it will start doing your work for you instead of running around behind you trying to undo what you just thought you did.

 
Tip Tip  Microsoft recommends that you use numbering linked to styles to get the best result.

CK Note: See How to create numbered headings or outline numbering in your Microsoft Word document by Shauna Kelly and Word's Numbering Explained by John McGhie.


There are several reasons for using styles in a document:
bulletConsistency — When you use styles to format your document, each section is formatted the same and therefore, provides a professional, clean-looking document.
bulletEasier to Modify — If you use styles in your document consistently, you only need to update a given style once if you want to change the characteristics of all text formatted in that style.
bulletEfficiency — You can create a style once, and then apply it to any section in the document without having to format each section individually.
bulletTable of Contents — Styles can be used to generate a table of contents quickly.
bulletFaster Navigation — Using styles lets you quickly move to different sections in a document using the Document Map feature.
bulletWorking in Outline View — Styles allow you to outline and organize your document's main topics with ease.
bulletLegal Outline Numbering – Numbering, when linked to styles, allows you to generate and update consistent outline numbering in legal documents, even ones with complicated numbering schemes like municipal law, tax law, and mergers and acquisitions documents.
bulletEfficiency of Word — Files which are predominantly manually formatted are less efficient than those which have formatting that has been imposed by styles: manually formatted files, such a converted documents which have been File, Opened, are bloated in file size (bytes) and do not render to the screen efficiently when you scroll through them. This is because Word is a styles-based application: it first reads the attributes of the underlying style, then has to broadcast anything contrary (e.g. manually formatted on top of that). As such, a lengthy document that has been predominantly manually formatted, will behave sluggishly because Word has to work harder at managing it. Additionally, the print formatting processes are equally labored as opposed to using styles.
bulletHTML AND XML — What lies ahead? A fully structured, styled document will move into HTML and XML incredibly well.

Styles are an essential part of Microsoft Word. In fact, everything you type into a document has a style attached to it, whether you design the style or not.

When you start Microsoft Word, the new blank document is based on the Normal template, and text that you type uses the Normal style. This means that when you start typing, Word uses the font name, font size, line spacing, indentation, text alignment, and other formats currently defined for the Normal style. The Normal style is the base style for the Normal template, meaning that it's a building block for other styles in the template. Whenever you start typing in a new document, unless you specify otherwise, you are typing in the Normal style.

Paragraph vs. Character Styles

There are two types of styles in Microsoft Word; character and paragraph. Paragraph styles are used more frequently than character styles, and they are easier to create. It's important to understand both, however, since understanding styles is so important. 

 

Note

CK Note: In Word 2002, there is also a hybrid "character and paragraph" style that isn't discussed in this article. Also introduced with Word 2002 are Table Styles. I don't use them and haven't found them helpful. For a discussion of their shortcomings, see Shauna Kelly's article.

Character styles can be applied to individual words — even (you guessed it) single characters. Character formatting is built from the formatting options available from the Format menu, by selecting Font; settings from the Tools menu, by selecting Language, and then selecting Set Language; and in certain cases from the Format menu by selecting Borders and Shading, and looking on the Borders and Shading tabs of the Borders and Shading dialog box. The following table shows the formatting that can be in a style.

A paragraph style contains both font and paragraph formatting which makes it more flexible than a character style. When you apply a paragraph style the formatting affects the entire paragraph. For example, when you center text, you cannot center a single word. Instead, the entire paragraph is centered. Other types of paragraph-level formats that styles control are line spacing (single-space, double-space, etc.), text alignment, bullets, numbers, indents, tabs and borders.

Formatting Character Style Paragraph Style
Font Yes Yes
Tabs No Yes
Border Yes Yes
Spacing No Yes
Alignment No Yes
Indents No Yes
Shading Yes Yes
Language Yes Yes
Numbering No Yes
Word 2002 and Word 2003

 

There are actually four style types in Word. Each has an icon that appears next to it in the Styles and Formatting task pane. When you use the New Style dialog box to create a new style, the types are available on the Style type list.
bulletParagraph Icon image . Applies to all the text within the end paragraph mark of where your pointer is positioned.
bulletCharacter Icon image . Applies at the character level—to blocks of words and letters.
bulletList Icon image . Provides a consistent look to lists.
bulletTable Icon image . Provides a consistent look to tables.

 


Viewing Styles

Styles are listed in two places: the Style drop-down box on the Formatting toolbar and from the Format menu by choosing Style.

View Styles with the Style Box

The Style box is the button at the far-left side of the Formatting toolbar. It can be activated by clicking the drop-down arrow to the right of the words in the box, or by pressing CTRL+SHIFT+S on the keyboard.

 
Tip Tip  Keyboard users can press CTRL+SHIFT+S and then click the up or down arrow keys on the keyboard to move through the list of available styles. Pressing F4 on the keyboard once inside the Style box activates the drop-down list, which you can then traverse with arrow keys.
Tip CK Note  This does not work in Word 2002 or later. A macro is needed, assign it to the key combination. You can download an Add-In that does this from my downloads page.

 
Note Note  If you're using Word 2000, the default is for the Standard and Formatting toolbars to share one row. For this chapter, you may find it helpful to turn off this feature. From the Tools menu, choose Customize and select the Options tab. Uncheck Standard and Formatting toolbars share one row and click OK.

Practice: View a List of Styles
  1. Create a new blank document.
  2. Locate the Style box on the Formatting toolbar. If the toolbar is not visible, alternate-click any toolbar and choose Formatting.

 
Note Note  In Word 2000, styles are listed in alphabetical order. In Word 97 styles listed in the drop-down list are not displayed in alphabetical order. Word 97 lists styles in the following order in the Style Box list:
bulletHeading styles
bulletNormal style
bulletUser-defined styles in alphabetical order
bulletBody Text styles
bulletList styles
bulletAll other styles listed alphabetically.

  1. Click the Style box drop-down arrow to the right of the button. A list of styles available in the active document displays.

While only a few styles show in this list by default, later you'll learn how to access all available styles.

The list and quantity of styles that displays in the Style list depends on which template you used to create the active document. If you click the New button on the Standard toolbar, you get a blank document based on Word's default template, Normal.dot. Different types of documents need different styles. What works in a pleading may not be useful in a letter, fax or memo.

Styles can also share the same name in various templates but have different attributes. For example, in a pleading the Body Text style may be double-spaced, where in a letter, Body Text may be single-spaced.

Another way to see the styles available in the current template is by selecting the Format menu, and then choosing Style. The Style dialog box is shown in the following figure.

Style dialog

When you select a Style from the list on the left side of the Style box, you see a preview and description of the style formatting on the right.

Practice: Access the Style Dialog Box
  1. From the Format menu, choose Style.
  2. Change the List to display All Styles if necessary.
  3. Select a style from the list and view the Character preview, Paragraph preview, and Description.
  4. Click Cancel or press ESC to close the Style dialog box.

Lists of styles available in this template or all open templates are shown in the Style dialog box.

Listing All of the Styles

When you click the Style button's drop-down arrow, only the styles in use in the current template displays in the list of styles. If you wish to see a list of all of the styles that are available to you in Word, you can do so in one of two different ways. Hold SHIFT and click the style drop-down arrow. This displays all styles available. There are approximately 125 styles to choose from, excluding any user-defined styles. It's also possible to list all styles by selecting All Styles from the Style dialog box's List control in the bottom left corner.

Practice: View All Styles
  1. Create a new blank document.
  2. Click the Style drop-down arrow. Notice how many styles are available.
  3. Click with the mouse in the document to deselect the Style drop-down list.
  4. Hold SHIFT and click the Style drop-down arrow again.
  5. More styles are available when you hold down the SHIFT key.
Applying Styles

The same rules that apply to direct formatting of text apply to style formatting of text. If you want to apply a text attribute to a single word, you can click anywhere in the word and select a formatting option such as bold, italics or underline — Word applies the selected format to the entire word. Similarly, if you want to format multiple words you must first select the multiple words. The same is true for applying character styles. To apply a character style, you can click in the middle of any word and select the character style to format the entire word. If you want to change a group of words you must first select the text before applying the character style.

Applying formatting to paragraphs is a little different. Just click anywhere in a paragraph and apply direct formats such as dragging the ruler to change indentation — since paragraph formats affect an entire paragraph, you don't have to select the paragraph. If you want to affect multiple paragraphs, you must first select the multiple paragraphs. And, similar to applying text formatting and character styles, to apply a paragraph style, click within the paragraph and apply the paragraph style. Or, select multiple paragraphs to apply the same style to each of the selected paragraphs.

Note

CK Note: As of Word 2002 (and later) if you attempt to apply a paragraph style to selected text within a paragraph, you get a new character style with the same name. The character formatting from the paragraph style is applied, but not the paragraph formatting. A new hybrid character style with the same name but with "char" appended is created.

To apply a paragraph style to a single paragraph, click within the paragraph without selecting text.

Practice: Apply Styles
  1. Type the following text into a new document.
    Profitability Report
    Entire Firm
    Individual Departments
    Bankruptcy
    Corporate
    Health Care
    Immigration
    Trust and Estate
  2. Click anywhere within the first line, Profitability Report.
  3. Click the Style drop-down arrow and select Heading 1.
  4. Select the two paragraphs: Entire Firm and Individual Departments.
  5. Apply Heading 2 style to the selected text.
  6. Apply Heading 3 style to the department names.

There are several keyboard shortcuts that are useful in applying styles:

Keyboard Shortcut Style Name
CTRL+ALT+1 Heading 1
CTRL+ALT+2 Heading 2
CTRL+ALT+3 Heading 3
CTRL+SHIFT+L List Bullet
CTRL+SHIFT+N Normal
CTRL+SHIFT+S Activates the Style Drop-Down List

 
Tip Tip  The above shortcut keys are standard in Word documents. You can also assign a shortcut key combination to any other styles that you use regularly. This topic is covered in the section Assign a Keyboard Shortcut To a Style.

Display Paragraph Style Names in Normal View

Sometimes it's useful to see what style has been applied to text within a document. You can turn on Word's Style Area feature to see what paragraph styles have been applied throughout the document. The Style Area is a re-sizeable pane on the left side of the window that lists the paragraph style applied to each paragraph. It is only available in Normal View.

Practice: Display Applied Paragraph Style Names
  1. From the View menu, choose Normal.
  2. From the Tools menu, choose Options and select the View tab.
  3. Locate the Style area width box.

Options dialog with the View tab selected, available off of the Tools menu

  1. Click the up spin box arrow until it's set to 1.0, or type 1.0 in the box.
  2. Click OK to close the Options dialog box.

 
Tip Tip  To make the Style area width larger or smaller without redisplaying the Options dialog box, click and drag the line that separates the style name from the text of the document.

  1. From the Tools menu, choose Options, and select the View tab and set the Style area width back to 0.
  2. Click OK.

How styles show up in Normal view with Style Pane active.  

(What you get. - CK Note)

 
Printing a List of Styles and their Formatting (CK Addition)

You can print a list of the styles in use in a document along with the formatting that goes into that style by selecting "Styles" in the "Print What" box on the Print Dialog Box instead of printing the document.

Print dialog box in Microsoft Word - Print what? - Print Styles!

Replacing Styles

Let's say you just finished applying styles to a long agreement only to find that you applied the Heading 2 style where you should have applied the Heading 1 style. This can easily be remedied by using Word's Find and Replace feature. Instead of searching for text, however, you can tell Word to search and replace text formatted with a specific style.

Practice: Find and Replace Styles
  1. From the Edit menu, choose Replace. If you prefer keyboard shortcuts, press CTRL+H.
  2. Click More on the Replace tab, if necessary, to display additional options along the bottom portion of the dialog box. If a button says Less, the window is already expanded.
  3. Delete any text, if necessary, that may appear in the Find what and Replace with boxes.
  4. Click in the Find what box and click Format.
  5. Select Style.
  6. Select Heading 2 in the Find what style list and click OK.
  7. Click in the Replace with box and click Format.
  8. Select Style.
  9. Select Heading 1 and click OK. Note that while there is no text within each edit box (Find and Replace), just below each box is a message that Word will find and replace styles that are applied to text within the document.
  10. Click Replace All, then click OK, and finally, click Close.

If you try to use the Find and Replace feature again, make sure to click within each box (Find and Replace) and click No Formatting to reset what Word is to search for.

Create, Modify and Locate Your Own Styles

Now that you understand what a style is and what it can do, it's time to create some styles of your own. Not only can you create your own styles, you can modify existing styles to achieve the result you need.

Create a New Style

The easiest way to create a new style is to format text with the attributes that you want to apply to the style. It doesn't matter what you type, only what type of paragraph and character formatting that you have applied to the text. Formatting is the only thing that is applied when you apply a style. Although you can create styles that have more advanced attributes such as being followed by an entirely different style, the following exercise shows you just how easy the process can be.

Practice: Create a Style
  1. Type your first name on a separate line in a document.
  2. Select your name and make the font Blue.
  3. Change the font size to 24-points.
  4. Apply Bold and Underline formatting to the text.
  5. Center the paragraph.
  6. From the Formatting toolbar, click in the Styles box (where the style name Normal is usually displayed).
  7. Type your first name.
  8. Press ENTER. This step is important. If you do not press ENTER your style is not created.
  9. Click the Style drop-down list. You should see your newly created style.
  10. Test this by typing "This is a test" and applying the new style.

You can use the Style dialog box to create or modify a style. Another option for creating and modifying styles is shown in the following exercise. You create a new style by typing text and formatting it, and then from the Format menu, choose Style.

Practice: Create a Style Using The Style Dialog Box
  1. Type the following text:

    Styles help users in law firms master Microsoft Word. (press ENTER)

    Everything in Word is based on a style.

  2. Select the text "Styles help users in law firms master Microsoft Word." and the paragraph mark (Paragraph mark (pillcrow) in Microsoft Word) that follows.
  3. Center the paragraph and apply a 14-point font.
  4. From the Format menu, choose Style.
  5. Click New.
  6. Type My Style as the Name.
  7. Click OK, and then click Apply.
Modifying Existing Styles

There are two ways to modify an existing style. One of these methods is through the Style dialog box. However, an easier method is by changing the style by example using the Style drop-down toolbar button. The Style drop-down is useful if changes have already been manually made to a paragraph formatted in the style to be changed. If this is not the case, styles can be changed using the Style dialog box.

Practice: Two Methods to Modifying a Style
  1. Add several paragraphs to the document from the previous exercise.
  2. Apply the style that you created to the new text.
  3. Select the text Styles help users in law firms master Microsoft Word.
  4. From the Format menu, choose Style.
  5. Click Modify.
  6. Click Format, and then select Font.
  7. Change the font color to Blue and the font size to 20-points.
  8. Close the dialog box and apply the changes that you've made by clicking Apply. Notice that all text formatted with My Style updates to show the recent change.
  9. Select the text Microsoft Word.
  10. Change the font size to 36.
  11. Click on the style name in the white part of the Style toolbar button (not the drop-down arrow) and press ENTER. It's important to press ENTER and not move the mouse up or down the list of style names. This tells Word that you are working with the current style where the mouse is active. If this step was done correctly, the following Modify Style dialog box should display.

    Automatic Modify Style dialog

  12. You can either choose to Update the style to reflect recent changes, or Reapply the formatting of the style to the selection (go back to the original style format). Choose Update the style to reflect recent changes? And click OK.
     
Note CK Note:   This behavior changed in Word 2002. You can modify Word to go back to the previous behavior. Check the box for "Prompt to update style" on the Edit tab of Tools > Options.

You can download an Add-In that restores the CTRL+SHIFT+S behavior from my downloads page.

Tip Tip  A keyboard shortcut is to press CTRL+SHIFT+S (to put you in the style drop down box), and then press ENTER, which will bring up the above dialog.

The style is changed to reflect the formatting of the selected text and this method is referred to as modifying by example. Notice how all paragraphs with the style are updated automatically.

 
Warning Warning  We do not recommend selecting the Automatically update the style box especially in a legal environment where multiple users work on the same document. This feature will update the style each time you make a formatting change in a paragraph that has a style attached.

Where Styles Live

A lot of confusion can come from not knowing where styles are stored and when they are available in documents. When new documents are created, the new documents are based on templates. The styles contained within these templates are copied to the new document. Changes made to styles in the document as well as new styles that you create only affect that one new document by default. If you want the change or addition to be added to the template, you have to tell Word to do so.

Practice: Add it to the Template
  1. From the Format menu, choose Style.
  2. Click Modify.
  3. Check the option to Add to template. This makes the style available for any new documents that are based on that template.

The style is added to the currently open template.

 
Note Note  Documents that have previously been created based on this template are not affected when you add a style to the template. To automatically update style changes in templates and files previously created based on the same template, from the Tools menu, choose Templates and Add-Ins. Select the option to Automatically update document styles and click OK. We recommend not checking this option. It can produce unexpected results, especially in legal documents that must conform to court rules.

CK Note: For an excellent tutorial on styles and a methodical look at basing styles on one another and reasons not to base styles on normal, see John McGhie's Create a Template Part 2. For a sample demonstrating styles based on one another, use of the style for following paragraph feature, and the AutoTextList field restricted by styles download the Letterhead Textboxes and Styles Tutorial by Charles Kenyon.


 
Assign a Keyboard Shortcut To a Style

If you create your own styles, it's especially helpful to assign a keyboard shortcut to them to make them easier to apply. You can also apply shortcuts to commonly used styles.

Practice: Assign a Keyboard Shortcut to The Quote Style
  1. In a blank line on your document, change the left indent to 1", and the right- indent to 5".
  2. Enter some text.
  3. Click somewhere within the indented paragraph. You will create a quote style that is very common in most law firms.
  4. From the Format menu, choose Style.
  5. Click New.
  6. In the Name box, type Quote.
  7. As Style type, select Paragraph.
  8. Based on should be Normal (your default style).
  9. Click Shortcut Key.
  10. In the Press new shortcut key box, press the keyboard combination ALT+Q. (Always make sure that the shortcut key you have chosen is not in use somewhere else.)
  11. Click Assign.
  12. Click OK, and then click Close.
  13. Click anywhere within your document and press ALT+Q. The Quote paragraph style is applied.

Now you can apply the Quote style using ALT+ Q or through the Style menu.

 
Note Note  If you want to add a shortcut key to a style that already exists, Word lets you do that, too. From the Format menu, choose Style. Select the style to which you want to add a shortcut key and click Modify. Click Shortcut Key and follow the steps from the above exercise.

Following a Style with Another Style

If you apply a paragraph format in Word, it keeps that format until another one is chosen. This is true for styles as well. If you use the "My Style" style (created in the previous exercise), Word continues to use that style each time you begin a new paragraph until another style is chosen. Sometimes the style is only needed for one paragraph at a time (for example a heading style). To cut down the amount of times the user needs to use the Style menu; you can choose which style should be used in the paragraph that follows the new style. For example, after the Heading style, when you press ENTER, you can have the next paragraph automatically formatted with a Body Text style.

Practice: Follow a Style With Another Style

(Save Users Time & Frustration)

  1. From the Format menu, choose Style.
  2. Select Quote style from the list of styles.
  3. Click Modify.
  4. Select Normal style from the Style for following paragraph list.
  5. Click OK, and then click Close.

Modify Style dialog

Notice the style of the new paragraph automatically changes to the Normal style when you press enter after a paragraph formatted with the "quote" style.

CK Note: See Letterhead Textboxes and Styles Tutorial for an example of styles that use the "Style for following paragraph" feature to good effect.

Using the Organizer to Copy Styles

You can copy styles between documents or templates. One of the most effective ways to do this is through the Organizer. The Organizer is a tool built into Word that allows you to quickly copy Styles, AutoText, Toolbars and Macros. You can access the Organizer in one of two ways: from the Format menu, choose Style and click Organizer; or from the Tools menu, choose Templates and Add-Ins and click Organizer.

Practice: Copy Styles Using the Organizer
  1. From the Tools menu, choose Templates and Add-Ins.
  2. Click Organizer.
  3. Select the appropriate tab for items that you want to copy. For example, to copy styles from one document or template to another select the Styles tab.
  4. To copy styles from your current document to the Normal.dot template which makes the style available each time you start Word, select the styles and click Copy.
  5. Click Close.

 
Note Note  If a style name that you are copying already exists, you are asked if you want to replace it.

Charles Kenyon Note  I have found it best when copying styles using the organizer to copy them three times if any of the styles is based on other styles or is followed by other styles. I'm not sure why this makes a difference, but I've found that clicking on that copy button three times means that these relationships continue in the destination template. I know that when I copy them only once, they do not and the styles are then followed by the Normal style. See this Knowledge Base  article Q113106 for possible explanation.

You can use a global template as a stylesheet if you include a macro to copy the styles into your document. See A Global StyleSheet in Microsoft Word? for an example of such a macro.

Duplicating Style Definitions within a document or template

If you have defined one of the built-in styles just the way you want but would prefer to be using a style of your own for this purpose, copying the formatting to your new style without it being based on the existing style. If you are comfortable editing vba macros, you can record a macro that calls up the style modification dialog and goes through each of the various format dialogs and closes them. Then create your new style and edit the macro to refect the name of your new style rather than the one in which it was recorded. Run the macro and the new style should match your original one.

Much simpler is using one of the tools that comes in the WOPR Add-In. The Style Duplicator lets you create a new style with the same definition as an existing one. The WOPR Add-In is only available with Que "Special Edition" books about Office and is worth the price of the books by itself.


Copying Text Formatted in a Style

Another way to copy styles is to simply copy and paste paragraphs created in another document containing the style you're looking for. All paragraph formatting is contained in the paragraph mark at the end of each paragraph. Make sure when you select and copy the paragraph text that you include the paragraph marker at the end of the selected paragraph. Then, when you paste it into the target document, the selected paragraph formatting and paragraph style are added to your target document.

 
Note

CK Note:  

If you use Autotext entries contained in a global template that are formatted using a style in that global template, those styles will be copied as well. (For this to work with paragraph styles a paragraph marker in the style must be a part of the autotext entry.)

This method of copying styles by copying text with a paragraph marker only works if the style being copied in is not already "in use" in the document receiving the copied text. Otherwise the style definition in the target document governs.

(CK addition here to Navigating With the Document Map)

If you do this and the style already exists in the new receiving document, the existing style in the receiving document is used, not modified. This makes it much easier to maintain consistency within a document but can lead to real headaches if the people who formatted the documents weren't conscious of style use. 

In this case if you wanted to copy the style you would want to use the Organizer. Character styles are also copied this way. This gets complex. Sorry about that. Despite this complexity, use of styles for formatting is the key to using Word.

If you have text in two different documents that you want to combine, and you want to retain the formatting from each rather than having one style system format the text from both documents, you can. You can use Paste Special ... as Word Document Object. This creates a document within a document, with its own set of styles.

Otherwise, if you just want to copy the text, you will need to make some changes to one of the documents before you do the insertion, though. The thing is that if your styles have different names in the two documents, then the formatting will be retained when the text is inserted. So, you'll want to rename the styles in one (or both) of your documents.

None of the built-in styles can be renamed, though. If you have the WOPR Add-In, you can copy styles withi