A step-by-step guide to formatting long documents so they stay consistent and are easy to update. It covers styles, headings, automatic tables of contents, page layout, and reusable templates in Microsoft Word and Google Docs, with practice documents for every exercise.

What the guide covers

  1. Styles

    Applying the built-in paragraph styles, changing a style once so every matching paragraph updates, creating your own styles, and why formatting text by hand causes problems later.

  2. Headings and structure

    Using heading levels to give a document a clear outline, moving through a long document by its headings, and keeping numbering consistent.

  3. Automatic tables of contents

    Inserting a table of contents built from your headings, choosing how many levels it shows, and updating it after you edit.

  4. Page layout

    Margins, orientation, page breaks and section breaks, headers and footers, and page numbers that start where you want them to.

  5. Reusable templates

    Saving a finished layout as a template and starting new documents from it so every report or letter begins with the same structure.

  6. Word and Google Docs side by side

    Where a step works differently in the two programs, the guide shows both versions.

Inside the guide

Every chapter follows the same pattern: the skill is explained, broken into steps, practiced in an exercise, and checked against a worked solution. These illustrations show the three kinds of page you will find in the PDF.

Illustration of a step-by-step instruction pageA guide page with a section heading, three numbered steps, and an annotated illustration of a document page with heading levels feeding an automatic table of contents with lettered callouts.STYLES1AB23NOTE
Step-by-step instructionsNumbered steps beside an annotated illustration, with lettered callouts tied to the text.
Illustration of an exercise page with its worked solutionThe top half shows an exercise with a task description and a starting file; the bottom half shows the worked solution as numbered steps ending in a checked result.EXERCISEPRACTICE FILEWORKED SOLUTION1234RESULT
Exercise and worked solutionA task that uses one of the practice files, followed by a solution that goes through every step.
Illustration of a reference table pageA quick-reference table with the columns Style and Use it for, listing: Heading 1 — Chapter titles; Heading 2 — Section titles; Normal — Body text; Caption — Figure and table labels; Section break — A new page layout; Template — A reusable starting file.REFERENCESTYLEUSE IT FORHeading 1Chapter titlesHeading 2Section titlesNormalBody textCaptionFigure and table labelsSection breakA new page layoutTemplateA reusable starting file
Reference tableA quick-reference page for the terms and techniques covered, to keep beside you while you work.

Illustrations represent the layout of guide pages. They are not reproductions of any software's interface.

What's in the .zip

Your .zip download

  • PDF guideEach skill explained, then broken into numbered steps.
    • Step-by-step instructions
    • Annotated illustrations
    • Practice exercises
    • Worked solutionsEvery step, not only the final answer.
  • Practice documentsUnformatted drafts and partly formatted documents for each exercise, made to open in either Microsoft Word or Google Docs.

The software is not included. See Software required below.

Software required

This guide is written for Microsoft Word and Google Docs. You can follow it with either one. Neither program is included with the guide; you need your own access to the one you choose, obtained separately from its maker.

About software updates. Software makers update their programs, so menus and button locations can change between versions. When an update changes the steps, the guide is revised, and updated files are free to anyone who bought this guide.

How the guide works

This is a self-study guide. You read each step, carry it out in your own copy of the software, then do the exercises and compare your work with the worked solutions. There is no video, no live instruction, no tutoring, and no feedback on your work. Everything you get is in the .zip.

Is this guide a good fit?

Who it's for

  • You write reports, handbooks, manuals, or other long documents.
  • You format headings by hand with bold text and font sizes, and spend time fixing them.
  • You want documents that look consistent from the first page to the last.

Who it isn't for

  • You need desktop publishing or print layout. That is not covered.
  • You need mail merge, macros, or tracked changes. Those are not covered.
  • You want video lessons, live help, or someone to review your work.

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