Microsoft Word Productivity Tip #1 – Make or Break Your Headers & Footers

Productivity Tips

Raise your hand if you have ever had problems dealing with Headers & Footers in Microsoft Word. Did you raise your hand? I know I did!

My boss emailed me a couple weeks ago. “Lauren, can you remove the 3rd page? Every time I try, the footer disappears.”  “Not a problem,” I replied, “see attached…” Yes, it took me a good 30 seconds to remove the page and fix the footer. His response, and I quote “Thanks, now you’re making me look incompetent!” I thought it was quite funny, I knew something he didn’t, but then again, while he was punching numbers and selling ERP, I was learning the ins and outs of Headers and Footers.

I’m going to share something with you. There are 2 tools that make or break your Headers and Footers; can you guess what they are?  I’ll tell you, they are the type of Page Break you use and the button, Link to Previous. Yep, that’s all, those two things can make or break your entire document.

 

Step by Step procedures in creating Headers & Footers

Let’s begin by creating a new document, then inserting your Header.  Go to the Insert menu and then Header button. Insert Header
After you click on the Header button, a drop down menu will appear with a variety of options.

We will work with the “Standard Blank” selection in this demonstration.
Creating Header-Footer

Once you have selected Blank Header, you can start building your Header.

  • You can add Pictures or Your Logo (Green Arrow)
  • Adjust the Header/Footer Margins (Blue Arrow)
  • Or, just begin typing in the Header section (Red Arrow)

When you have finished editing your Header, click on the Red Box with the X (Black Arrow) to close the header area, or simply double click anywhere else in the document.

  • Other tools include:
    • Adding a different header to first page rather than on the second page
    • Using alternating headers to odd or even pages.

Header Steps

I have inserted our Crestwood Logo, right justified. Next, we will look at how to add a Footer.

Insert Header in Microsoft Word

Just follow the same steps to add a Footer as you did with adding your Header. Insert > Footer > Blank

Insert Footer in Microsoft Word

Type in your Footer Information. Please note, you can add graphics, text, tables etc.  I like to use tables because it keeps all of Crestwood’s locations aligned properly.

Customize Footer in Microsoft Word

 

Page and Section Breaks

I will try to make this short and sweet, but I can’t guarantee you will get this on the first try. We will start with the basics, what each tool can do for you:

Page Break Tools

Page Breaks:
  • Page – is the standard next page break. Use this when you want your Header/Footer to remain the same on each page.
  • Column – will not be used in creating Header/Footers
  • Text Wrapping – will not be used in creating Header/Footers
Section Breaks
  • Next Page – Insert a section break and start a new section on a new page. Use this when you want to create a different Header/Footer on each page
  • Continuous – Insert a continuous break when you want to start a new section on the same page. This is typically used when jumping from a single column page to a 2-3 column page.
  • Even Page – Insert a section break and start a new section on an even-numbered page.
  • Odd Page – Insert a section break and start a new section on an odd-numbered page.

Designing your Header or Footer

Header Footer Design Items

  1. When editing your Header or Footer, you can add different widgets, such as page numbers, date & time, document info, or other quick parts.
  2. You can modify your Header or Footer to have a different first page.
  3. You can modify your Header or Footer to have one style on odd pages and another style on even pages.
  4. The most important step in modifying Headers or Footers is whether or not you want them to Link to Previous. This tool makes or breaks your Headers and Footers, so be sure to have all of your page breaks and section breaks placed properly. Clicking Link to Previous will set your Header or Footer to the previous section’s Header or Footer.

Give it a try.  I recommend playing around with all the options.  Hopefully this helps when you’re working with Headers and Footers. If you have any questions, please contact us at marketing@crestwood.com.

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