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A publication of TeachUcomp Incorporated.

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Copyright © TeachUcomp, Inc. 2013

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Introductory

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Publisher
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TeachUcomp, Inc.
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…it’s all about you


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Introductory Publisher

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Copyright:

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Copyright © 2013 by TeachUcomp, Inc. All rights reserved. This publication, or any part thereof,
may not be reproduced or stored in a retrieval system, or transmitted in any form or by any means,
electronic, mechanical, recording, photocopying, or otherwise, without the express written permission of

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TeachUcomp, Inc.
For PDF manuals, TeachUcomp, Inc. allows the owner of the PDF manual to make up to 2
additional copies of the PDF manual that the owner may place on up to 2 additional non-shared computer

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hard drives for ease of use when using the accompanying CD-ROM tutorials. TeachUcomp, Inc. also grants
unlimited personal printing rights to the owner, strictly limited to the purposes of not-for-profit personal or
private education or research.

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The unauthorized reproduction or distribution of this copyrighted work is illegal. Criminal copyright
infringement, including infringement without monetary gain, is investigated by the FBI and is punishable by
up to five years in federal prison and a fine of $250,000.

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Trademark Acknowledgements:

Windows, Windows XP, Windows Vista, Windows 7, Windows 8, Microsoft Word 2003, Microsoft
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Word 2007, Microsoft Word 2010, Microsoft Word 2013, Microsoft Excel 2003, Microsoft Excel 2007,
Microsoft Excel 2010, Microsoft Excel 2013, Microsoft Access 2003, Microsoft Access 2007, Microsoft
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Access 2010, Microsoft Access 2013, Microsoft PowerPoint 2003, Microsoft PowerPoint 2007, Microsoft
PowerPoint 2010, Microsoft PowerPoint 2013, Microsoft Project 2007, Microsoft Project 2010, Microsoft
Project 2013, Microsoft Outlook 2003, Microsoft Outlook 2007, Microsoft Outlook 2010, Microsoft Outlook
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2013, Microsoft Publisher 2003, Microsoft Publisher 2007, Microsoft Publisher 2010, Microsoft Publisher
2013, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Microsoft Office 2013, Microsoft
Internet Explorer, Windows Live, Windows Defender, and Microsoft Security Essentials are registered
trademarks of Microsoft Corporation. The mark PANTONE® is a registered trademark owned by Pantone.
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Other brand names and product names are trademarks or registered trademarks of their respective holders.

Disclaimer:
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While every precaution has been made in the production of this book, TeachUcomp, Inc. assumes
no responsibility for errors or omissions. Nor is any liability assumed for damages resulting from the use of
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the information contained herein. These training materials are provided without any warranty whatsoever,
including, but not limited to, the implied warranties of merchantability or fitness for a particular purpose. All
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names of persons or companies in this manual are fictional, unless otherwise noted.
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TeachUcomp, Inc.
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Phone: (877) 925-8080


Web: http://www.teachucomp.com

©TeachUcomp, Inc. Introductory Publisher 2


Introduction and Overview

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Welcome to TeachUcomp Inc.’s Mastering PowerPoint

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Made Easy™ course. This class is designed to give the
user of Microsoft Publisher a thorough training in using the

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software program.
Microsoft Publisher is a desktop publishing program that

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allows you to create professional-quality publications of

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various types. Desktop publishing programs can reduce the
cost and time associated with creating professional

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publications for printing. With Microsoft Publisher, you can
create high-quality color publications like newsletters,
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flyers, postcards, and many others.
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This is a comprehensive class for students interested in
learning how to create publications with Microsoft
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Publisher. This class covers basic setup and layout of a


publication and shows you the tools necessary to edit and
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add enhancements to the publications you create.


The course begins by exploring the Publisher interface
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and the various parts of the application. After that you will
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learn how to create new, blank publications as well as use


the templates included with Publisher to create
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publications. You will learn how to customize color and font


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schemes and use tables and layout guides. You will also
learn how to create merge publications, including catalogs.
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Finally, you will learn how to print publications and use the
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help features in Microsoft Publisher.

©TeachUcomp, Inc. Introductory Publisher 3


Table of Contents

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Chapters/Lessons: Page(s): Chapters/Lessons: Page(s):

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CHAPTER 1- GETTING ACQUAINTED WITH PUBLISHER 5 CHAPTER 6- MASTER PAGES 73
1.1- The Publisher Environment 6-7 6.1- Using Master Pages 74-75
1.2- The Title Bar 7 Master Pages- Actions 76
1.3- The Ribbon 8 Master Pages- Exercises 77

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1.4- The “File” Tab and Backstage View 9
1.5- The Quick Access Toolbar 9 CHAPTER 7- CUSTOMIZING SCHEMES 78
1.6- Touch Mode- 2013 10 7.1- Creating a Custom Color Scheme 79
1.7- The Scroll Bars 10 7.2- Creating a Custom Font Scheme 79
1.8- The Page Layout View Buttons 10 7.3- Customizing Page Backgrounds- 2013 Only 80-81

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1.9- The Zoom Slider and “Zoom” Button Group 11 7.4- Customizing Page Backgrounds- 2010 Only 81-82
1.10- The Status Bar 11 Customizing Schemes- Actions 83-86
1.11- The Mini Toolbar 11 Customizing Schemes- Exercises 87
1.12- Keyboard Shortcuts 12

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Getting Acquainted with Publisher- Actions 13-17 CHAPTER 8- USING TABLES 88
Getting Acquainted with Publisher- Exercises 18 8.1- Creating and Deleting Tables 89
8.2- Selecting Table Elements 90

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CHAPTER 2- CREATING BASIC PUBLICATIONS 19 8.3- Inserting and Deleting Columns and Rows 90
2.1- Creating New Publications 20 8.4- Merging and Splitting Cells 91
2.2- Changing the Publication Template- 2013 Only 20 8.5- Modifying Text in Table Cells 91
2.3- Using Business Information 21 8.6- Formatting Tables 92
2.4- Saving Publications- 2013 Only 22 Using Tables- Actions 93-96
2.5- Saving Publications- 2010 Only 23 Using Tables- Exercises 97
2.6- Closing Publications
2.7- Opening Publications- 2013 Only
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CHAPTER 9- PAGE SETUP AND LAYOUTS 98
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2.8- Opening Publications- 2010 Only 25 9.1- Using Page Setup 99
2.9- Inserting New Pages 26 9.2- Using Layout Guides 99-100
2.10- Deleting Pages 26 9.3- Using the Rulers 100
2.11- Moving Pages 27 Page Setup and Layouts- Actions 101-102
Creating Basic Publications- Actions 28-34 Page Setup and Layouts- Exercises 103
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Creating Basic Publications- Exercises 35-36


CHAPTER 10- MAILINGS 104
CHAPTER 3- BASIC SKILLS 37 10.1- Mail Merge 105
3.1- Inserting Text Boxes 38 10.2- The Step By Step Mail Merge Wizard 105-107
3.2- Inserting Shapes 38 10.3- Creating a Data Source 107-108
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3.3- Adding Text to Shapes 39 10.4- Selecting Recipients 108-109


3.4- Inserting Your Own Pictures- 2013 Only 39 10.5- Inserting and Deleting Merge Fields 110
3.5- Inserting Online Pictures- 2013 Only 39-40 10.6- Previewing a Merge 111
3.6- Inserting Picture Placeholders- 2013 Only 40 10.7- Detaching the Data Source 111
3.7- Using the Scratch Area- 2013 Only 40 10.8- Finishing a Mail Merge 111
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3.8- Inserting Clip Art and Pictures- 2010 Only 41 10.9- Merging a Catalog 112-113
3.9- Moving, Resizing, and Rotating Objects 42 Mailings- Actions 114-120
3.10- Deleting Objects 42 Mailings- Exercises 121
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3.11- Using Find and Replace 43


3.12- Using AutoCorrect 43 CHAPTER 11- PRINTING 122
3.13- Inserting WordArt 44 11.1- Previewing and Printing 123
Basic Skills- Actions 45-50 11.2- Using the Pack and Go Feature 124
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Basic Skills- Exercises 51-52 11.3- Sharing and Exporting Publications- 2013 Only 124
11.4- Save & Send- 2010 Only 125
CHAPTER 4- FORMATTING OBJECTS 53 Printing- Actions 126-128
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4.1- Formatting Text 54-55 Printing- Exercises 129


4.2- Formatting Shapes 56-57
4.3- Formatting Clip Art and Pictures 58-59 CHAPTER 12- HELPING YOURSELF 130
Formatting Objects- Actions 60-66 12.1- Using Publisher Help 131
Formatting Objects- Exercises 67 Helping Yourself- Actions 132
Helping Yourself- Exercises 133
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CHAPTER 5- USING BUILDING BLOCKS 68


5.1- Creating Building Blocks 69 Publisher Keyboard Shortcuts 134-135
5.2- Using Building Blocks 70
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Using Building Blocks- Actions 71


Using Building Blocks- Exercises 72

©TeachUcomp, Inc. Introductory Publisher 4


CHAPTER 1-
Getting Acquainted with Publisher

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1.1- The Publisher Environment

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1.2- The Title Bar

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1.3- The Ribbon

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1.4- The “File” Tab and Backstage View

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1.5- The Quick Access Toolbar

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1.6- Touch Mode- 2013

1.7- The Scroll Bars n


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1.8- The Page Layout View Buttons
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1.9- The Zoom Slider and “Zoom” Button Group

1.10- The Status Bar


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1.11- The Mini Toolbar


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1.12- Keyboard Shortcuts


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©TeachUcomp, Inc. Introductory Publisher 5


Getting Acquainted with Publisher

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1.1- The Publisher Environment:

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The picture shown is of the initial screen view when you open a new publication in Publisher
2013:2010. A publication is the file type created in Publisher. Within a publication you create and modify
text and graphic objects within the pages that constitute the publication. When you close a publication,

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Publisher will prompt you to save unsaved changes in any open publications that you were working on
before closing.
In the following lessons within this chapter, you will examine the elements of the Publisher

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environment. New users should first familiarize themselves with the tools and elements within the program’s
environment before attempting to create a publication.
When you initially start the Publisher application, you will be presented with a listing of available

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publication templates. We will explore using these templates in more detail in the next chapter. For now,
simply select the standard ‘Blank 8.5 x 11”’ choice from the listing shown so you can inspect the working
environment of the program.

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After creating a publication, you will see the main work space of the Publisher environment. This is
where you spend the majority of your time designing publications. In the Publisher environment, the
publication pages appear within the application frame. The application frame consists of the Title Bar, the
Ribbon, the Status Bar, and the publication pages. The first object to examine is the Ribbon at the top of the
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application window. This tool is where you can find all of the tabs, groups, and commands within the
program. For upgrading users of Publisher, note that the Ribbon replaces and combines the older Menu Bar
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and various toolbars from Publisher 2007. You will also find that the Microsoft Office button has been
replaced by the new “File” tab within the Ribbon. Clicking this tab allows you access to the “Backstage
View” shared by Microsoft Office 2013:2010 products. In the “Backstage View” you will find the most
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Title Bar
The
Ribbon
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Rulers
Publication
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Page
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Page
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Navigation
Pane
Zoom slider
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Scroll Bar
Page Layout
Status Bar View Buttons
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©TeachUcomp, Inc. Introductory Publisher 6


Getting Acquainted with Publisher

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1.1- The Publisher Environment (cont'd.):

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common file management commands, such as creating new publications, saving publications, and printing.
Above the Ribbon is the Quick Access Toolbar. You can add buttons to this toolbar for commands
you use frequently and wish to always have available. Notice that several important buttons are already set

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here: “Save,” “Undo,” and “Redo.” You can also remove buttons you have added to this toolbar, as well. At
the top of the window, you will see the name of the current publication you have open. This appears to the
right of the Quick Access Toolbar in an area known as the Title Bar.

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The current publication is displayed below the Ribbon. This is where you create the content of the
pages in the publication. Most of the actual work in Publisher will be done in this area.
To the left of the publication page, you will see the Page Navigation pane. As you add pages to a

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publication, a numbered thumbnail icon of each page will appear within this pane. You can scroll through
the listing of pages as they accumulate and then click one to select it. The selected page will then appear in
the publication page area for editing.

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At the right and bottom sides of the publication you will see scroll bars. You can use the vertical
scroll bar to scroll the currently selected page up and down. You can use the horizontal scroll bar to scroll
the currently selected page left and right.
You can easily zoom in to increase the magnification or zoom out to decrease the magnification
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using the “Zoom” slider that appears in the lower right corner of the window. To the left of that, you can see
the various Page Layout View Buttons that allow you to switch the number of pages displayed onscreen, as
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needed.
Now that you have an overview of the names and locations of the major onscreen elements, you can
examine the use and purpose of the various onscreen elements within the Publisher application.
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1.2- The Title Bar:


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The Title Bar runs across the very top of the window. The name of the publication you are working
on will be displayed here. At the right end of the Title Bar is a button group. There are four buttons in this
group in Publisher 2013 and three in Publisher 2010. They are, from left to right, “Microsoft Publisher Help,
“Minimize,” “Maximize/Restore Down,” and “Close.” In Publisher 2010, only the last three buttons mentioned
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are displayed. Other than the “Microsoft Publisher Help” button, these buttons affect the display of the
application window.
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In Publisher 2013, you can click the “Microsoft Publisher Help” button to open a separate window
where you can search for help topics within Publisher.
Clicking the “Minimize” button will send the application window down to the Windows Taskbar where
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you can view it again later by clicking on its entry within the Windows Taskbar.
Clicking the “Maximize” button will enlarge your application window to fill the entire display. It will
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also toggle the function of the same button to the “Restore Down” command. Clicking the “Restore Down”
button will change the size of the window, allowing you to size and position it onscreen as you wish using
your mouse. When you click the “Restore Down” button, it will toggle back into the “Maximize” button.
Clicking the “Close” button will simply close the Publisher application. If you have unsaved changes
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in any open publications, you will be prompted to save those changes before the program closes.
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©TeachUcomp, Inc. Introductory Publisher 7


Getting Acquainted with Publisher

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1.3- The Ribbon:

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The main tool in Publisher is the Ribbon. This object allows you to perform all of the commands
available in the program. The Ribbon is divided into tabs. Within these tabs are different groups of
commands. The commands in each group can be accessed either through the use of buttons, boxes, or

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menus available within the group.
Note that for advanced options, or for users familiar with the old “dialog box” functionality in
Publisher, you can click the Dialog Box launcher button that appears in the lower right corner of some

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button groups on the currently displayed, or “active,” tab within the Ribbon to open a dialog box of options
available for the button group.
Also notice you can double-click the active tab within the Ribbon to both hide and show the contents

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of the Ribbon. This can be a handy way to gain additional workspace while composing the pages of the
active publication.
You can click on the main tabs shown in the Ribbon to switch the button groups displayed. The

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default tabs shown in the Ribbon are: “File,” “Home,” “Insert,” “Page Design,” “Mailings,” “Review,” and
“View.” You can also enable the “Developer” tab, if using macros or code.
In addition to the primary tabs available for you to use, you will also see special “contextual” tabs that
will appear within the Ribbon when you have a particular type of object selected in your publication. You will
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see contextual tabs appear, for example, when you have either a picture, table, text box, or WordArt
selected within your publication page. The groups of buttons that then appear on the contextual tabs will be
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directly related to the type of object selected. You can make the contextual tabs disappear by clicking away
from the selected object within the publication window.
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Contextual tabs
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Button Dialog Box


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Group launcher
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©TeachUcomp, Inc. Introductory Publisher 8


Getting Acquainted with Publisher

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1.4- The “File” Tab and Backstage View:

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Starting in Publisher 2010, the “File” tab within the Ribbon replaces the functionality of the older
“Microsoft Office” button that appeared in Publisher 2007. You can click the “File” tab in the Ribbon to open
a view of the file called the “Backstage View.” In this view, you can perform all of your file management.

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This includes functions such as saving a file, opening an existing file, or creating a new file.
The “File” tab spans all of the applications within Microsoft Office. Within each program, like
Publisher, the “File” tab is shown in a different color so you can easily locate it. When you click the “File”

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tab, you will no longer see the contents of the file. Instead, you will see the “Backstage View” of the file. The
commands shown at the left side of the view are the file management commands available for the program.
When you click a command in this section of commands at the far left side of the backstage view,

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you will then see additional options for the selected command appear to the right within the Backstage
View. You can then make additional selections in the new section, as needed. For example, to create a new
publication, you would click the “New” command, and then select the desired publication template to use

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from the listing shown at the right side of the Backstage View.

1.5- The Quick Access Toolbar:


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The Quick Access toolbar is located above the Ribbon by default. However, you can also place it
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below the Ribbon by clicking the “Customize Quick Access Toolbar” button at the right end of the toolbar
and then selecting the “Show Below the Ribbon” command. You can reset it to its default location by
clicking the same “Customize Quick Access Toolbar” button and then choosing the “Show Above the
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Ribbon” command.
This is the only toolbar available for use in Publisher. By default, you have buttons for quick access
to the following commands: “Save,” “Undo,” “Redo (Repeat).” However, you can easily add buttons to this
toolbar for the functions you use most. One way to add a button is to right-click the command button within
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the Ribbon that you want to add and then choose the “Add to Quick Access Toolbar” command to add it to
the Quick Access toolbar. You can remove a button from the Quick Access toolbar by right-clicking the
button to remove and then choosing the “Remove from Quick Access Toolbar” command.
You can more thoroughly customize the Quick Access toolbar by clicking the “Customize Quick
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Access Toolbar” button and then choosing the “More Commands…” command. This opens the “Publisher
Options” window. At the right side of the window are two sets of command button listings. The listing at the
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far right of the panel is the set of buttons currently shown in the Quick Access toolbar. The order they
appear from top to bottom is the order they will display from left to right within the Quick Access toolbar.
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To the left of this panel is a listing of commands that you can add to the Quick Access toolbar. You
can select which functions are shown in this list by selecting a command grouping to display from the
“Choose commands from:” drop-down that is located above the list.
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To add a command to the Quick Access toolbar from this list, click the command to add from the
choices available in the left list. Then click the “Add>>” button to move the selected command into the Quick
Access toolbar list to the right.
You can remove a command from the Quick Access toolbar list at the right by clicking on it to select
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it and then clicking the “Remove” button to remove it from the list.
You can change the order in which the buttons appear in the Quick Access toolbar by selecting a
command in the list, and then clicking either the “Up” or “Down” arrow buttons to the right of this list. When
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you have finished customizing the content of the Quick Access Toolbar, click the “OK” button in the lower
right corner of the “Publisher Options” window to save and apply your changes.

©TeachUcomp, Inc. Introductory Publisher 9


Getting Acquainted with Publisher

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1.6- Touch Mode- 2013:

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Because of the increased use of tablets, Publisher 2013 has been redesigned with a new mode to
allow for easier access to the buttons and other commands within the Ribbon and Quick Access toolbar.
This mode is called touch mode. When you enter touch mode within the Publisher 2013 interface, the

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Ribbon and Quick Access toolbar are enlarged and extra space is added around the buttons and
commands within the Ribbon and Quick Access toolbar so that you can more easily access them on your
touch-based tablet.

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To enable touch mode within Publisher 2013, click the small drop-down arrow at the right end of the
Quick Access toolbar to display a listing of the most commonly used commands. Then click or tap the
“Touch/Mouse Mode” command in the drop-down menu to add that button to the Quick Access toolbar.

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You can then enable or disable touch mode in Publisher 2013 by clicking or tapping the
“Touch/Mouse Mode” button within the Quick Access toolbar. From the drop-down menu that then appears,
you can select the mode you prefer to use: “Mouse” or “Touch.” When “Touch” mode is enabled the buttons

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within the Ribbon and Quick Access toolbar will appear larger and with more space surrounding them
onscreen. You can select the “Mouse” choice to toggle touch mode off, restoring the default size of the
buttons onscreen.

1.7- The Scroll Bars:


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When viewing your publication pages, scroll bars will appear both vertically and horizontally along
the right and bottom sides of your publication page. They have arrows at each end that point in the direction
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in which they will scroll the page when you click them. You use the scroll bars to scroll through your page’s
content. You may click the arrows at the ends of the scroll bars to move through the page’s content, or you
may click and drag the box inside of the scroll bars to move across the page more rapidly. If you have a
mouse with a scrolling wheel, you can simply roll the scroll wheel on your mouse up or down to vertically
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scroll through the page in your publication, as the scroll wheel on your mouse is typically set to work with
the vertical scroll bar in Microsoft Publisher.
Also note the double-pointing up and down arrows at the bottom of the vertical scroll bar. You can
click these button to also move to the “Previous Page” or “Next Page” in your publication.
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1.8- The Page Layout View Buttons:

Depending upon the type of publication you are creating in Publisher, you may want a one-page or
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two-page page layout to be displayed onscreen. For multi-page publications, you often will use a two-page
layout. Publisher allows you to view your publication using either a one page or two page spread. To
change the page layout spread of your publication, you can click the desired page layout view button in the
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lower right corner of the screen. Also note that you can select the “View” tab in the Ribbon, and then click
the buttons that appear within “Layout” button group to switch between the views.
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©TeachUcomp, Inc. Introductory Publisher 10


Getting Acquainted with Publisher

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1.9- The Zoom Slider and “Zoom” Button Group:

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In the lower right corner of the application window, you can see the Zoom slider in Publisher. You
use this to change the magnification level of the pages in your publication. This does not modify the
publication in any way, but rather changes your perception of how close or far away the pages in your

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publication appear onscreen.
You can click and drag the Zoom slider left towards the minus symbol to shrink the magnification
level, which appears as a percentage to the left of the zoom slider. You can also click and drag the slider to

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the right, or towards the plus sign, to increase the magnification level. You can also directly click on the
small plus and minus signs to decrease and increase the magnification levels by 10% each time you click.
You can also change the magnification by clicking the “View” tab in the Ribbon, and then clicking the
buttons that appear in the “Zoom” button group. In the “Zoom” button group, you can select the desired

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zoom level by choosing an option from the “Zoom” drop-down button, or by entering a value directly into the
“Zoom” text box. You can click the “100%” button to change the magnification level to 100% of the normal

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size. You can click the “Whole Page” button to change the magnification level to fit the whole page in the
window. You can click the “Page Width” button to fit the width of the page to the width of the window. If you
have an object selected in the publication, you can click the “Selected Objects” button to magnify the
publication so that the selected objects will fill the entire window.
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1.10- The Status Bar:

At the bottom of the application window is a long, thin, horizontal bar in which you find objects such
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as the “Zoom slider” and the “Page Layout View” buttons. The bar within which these tools appear is called
the Status Bar. Here you can see various statuses monitored within Publisher, such as the magnification
level and the current page number and total count of pages.
You can choose which statuses you wish to show or hide in the Status Bar. You can see what
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statuses are currently shown or hidden in this bar by simply right-clicking your mouse anywhere in the
Status Bar to view the “Customize Status Bar” panel. This panel shows a listing of the available tools and
statuses that you can show or hide in the Status Bar. Any listed objects that appear with a check to the left
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of their names are already being shown in the Status Bar. Objects that do not have a check to the left of
their names in this list are not currently being displayed in the Status Bar. You can click on the name of any
object in this list to toggle the display from on to off, or vice versa.
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1.11- The Mini Toolbar:


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Another feature in Microsoft Publisher is the Mini toolbar. When you select text within the
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publication and hold your mouse pointer over it, you will see a small dimmed-out toolbar appear next to the
selection. You can roll your mouse pointer over the faded-out toolbar to make it appear solid. You can then
select from the many buttons that appear in the Mini toolbar to apply quick formatting to the selection.
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©TeachUcomp, Inc. Introductory Publisher 11


Getting Acquainted with Publisher

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1.12- Keyboard Shortcuts:

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The changes to the visual interface that were implemented in Publisher 2010 have also affected the
use of keyboard shortcuts within the application. While many things have changed, many other things have
stayed the same to assist users in the migration to Publisher from versions prior to 2010. First off, you

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should be aware that all of the “Ctrl” key keyboard shortcuts remain intact. So, for example, you can still
enter shortcuts like “Ctrl” plus the “S” key to quickly save changes as you type. The major change has
occurred in using the “Alt” key keyboard shortcuts. Once again, for upgrading users, it may be reassuring to

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note that you can still use any of the “Alt” keyboard shortcuts from Publisher 2007. However, there is no
longer any visual way to remember what they were due to the removal of the Menu Bar. So if you use the
old “Alt” keyboard shortcuts, then you must enter them strictly from memory.
If you are new to Publisher, then you may be wondering what a “keyboard shortcut” is. A keyboard

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shortcut simply allows you to press a combination of keyboard characters to execute a command function
instead of clicking a button in the Ribbon or the Quick Access toolbar. While you may never really use them,

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many users who type significant amounts of text find it tiresome to always have to reach for their mouse.
These users may favor the use of keyboard shortcuts, instead, as it allows them to perform many command
functions while keeping their hands on the keyboard.
Keyboard shortcuts typically involve holding down either the “Ctrl” or “Alt” key on your keyboard and
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then entering another keystroke or set of keystrokes. You then release the “Ctrl” or “Alt” key. In previous
releases, you could see the “Ctrl” key keyboard shortcuts listed next to their corresponding command.
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Starting in Publisher 2007, you will see them listed in the small pop-up windows that appear when you hold
your mouse pointer over any command function shown in the Ribbon. Note that not every command
function has a corresponding “Ctrl” key keyboard shortcut. In these cases, you can use the “Alt” key to
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enable the new key badge system in Publisher. You can then use the key badge system to enter a
sequence of key strokes. This replaces the older “Alt” key keyboard shortcuts. Let’s look at how you can
use the new key badge system in Publisher.
First, press the “Alt” key on your keyboard to display a set of key badges next to the various objects
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in the Ribbon and the Quick Access toolbar. You then press the key on your keyboard that corresponds to
the command function that you wish to show. You continue pressing the corresponding key badges until
you press the key badge for the command function that you want to execute.
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If you happen upon a drop-down menu as you are entering your key badges, or your key badge
work simply opens up a dialog box, don’t worry. You can execute a command shown in a dialog box or in a
drop-down by looking to see if the command function that you want to execute has an underlined letter in its
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name. If it does, you simply press the key on your keyboard that corresponds to the underlined letter. That
is the same thing as pressing a corresponding keyboard key when you see a key badge.
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©TeachUcomp, Inc. Introductory Publisher 12


ACTIONS-
Getting Acquainted with Publisher

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USING THE TITLE BAR:

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1. The Title Bar runs across the very top of the window. The name of the publication you are working on
will be displayed here.
2. At the right end of the Title Bar is a button group. There are four buttons in this group in Publisher 2013

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and three in Publisher 2010. They are, from left to right, “Microsoft Publisher Help, “Minimize,”
“Maximize/Restore Down,” and “Close.” In Publisher 2010, only the last three buttons mentioned are
displayed. Other than the “Microsoft Publisher Help” button, these buttons affect the display of the

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application window.
3. In Publisher 2013, you can click the “Microsoft Publisher Help” button to open a separate window where
you can search for help topics within Publisher.
4. Clicking the “Minimize” button will send the application window down to the Windows Taskbar where

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you can view it again later by clicking on its entry within the Windows Taskbar.
5. Clicking the “Maximize” button will enlarge your application window to fill the entire display. It will also

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toggle the function of the same button to the “Restore Down” command. Clicking the “Restore Down”
button will change the size of the window, allowing you to size and position it onscreen as you wish
using your mouse. When you click the “Restore Down” button, it will toggle back into the “Maximize”
button.
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6. Clicking the “Close” button will simply close the Publisher application. If you have unsaved changes in
any open publications, you will be prompted to save those changes before the program closes.
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USING THE RIBBON:
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1. Double-click on the active tab within the Ribbon to both hide and show the contents of the Ribbon. This
can be a handy way to gain additional workspace while composing the text of the active publication.
2. Click on the main tabs shown in the Ribbon to switch the groups displayed. The default tabs shown in
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the Ribbon are: “File,” “Home,” “Insert,” “Page Design,” “Mailings,” “Review,” and “View.” You can also
enable the “Developer” tab, if using macros or code.
3. In addition to the primary tabs available for you to use, you will also see special “contextual” tabs that
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will appear within the Ribbon when you have a particular type of object selected in your publication. You
will see contextual tabs appear, for example, when you have either a picture, table, text box, or WordArt
selected within your publication page. The groups of buttons that then appear on the contextual tabs will
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be directly related to the type of object selected. You can make the contextual tabs disappear by clicking
away from the selected object within the publication window.
4. Within the selected, or “active,” tab are different groups of commands. The commands in each group
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can be accessed either through the use of buttons, boxes, or menus that are available within the group.
5. Also note that to access advanced options, or for users more familiar with the old “dialog box”
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functionality of Publisher, you can click the Dialog Box launcher button that appears in the lower right
corner of some groups on the currently displayed, or “active,” tab within the Ribbon to open a dialog box
of options that are available for the group.
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ACTIONS-
Getting Acquainted with Publisher

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USING THE “FILE” TAB AND BACKSTAGE VIEW:

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1. Starting in Publisher 2010, the “File” tab within the Ribbon replaces the functionality of the older
“Microsoft Office” button in Publisher 2007.
2. You can click the “File” tab in the Ribbon to open a view of the file called the “Backstage View.”

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3. The commands shown at the left side of the view are the file management commands available for the
program.
4. When you click a command in this section of commands at the far left side of the backstage view, you

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will then see additional options for the selected command appear to the right within the Backstage View.
5. You can then make additional selections in the new section, as needed.

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USING THE QUICK ACCESS TOOLBAR:

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1. The Quick Access toolbar is located above the Ribbon by default. You can also place it below the
Ribbon by clicking the “Customize Quick Access Toolbar” button at the right end of the toolbar and then
selecting the “Show Below the Ribbon” command.
2. You can reset it to its default location by clicking the same “Customize Quick Access Toolbar” button
and then choosing the “Show Above the Ribbon” command.
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3. To add a button to this toolbar, right-click the command button within the Ribbon that you want to add
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and then choose the “Add to Quick Access Toolbar” command to add it to the Quick Access toolbar.
4. You can remove a button from the Quick Access toolbar by right-clicking the button to remove and then
choosing the “Remove from Quick Access Toolbar” command.
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5. You can more thoroughly customize the Quick Access toolbar by clicking the “Customize Quick Access
Toolbar” button and then choosing the “More Commands…” command.
6. At the right side of the “Publisher Options” window are two sets of command button listings. The listing
at the far right of the panel is the set of buttons currently shown in the Quick Access toolbar. The order
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they appear from top to bottom is the order they display from left to right in the Quick Access toolbar.
7. To the left of this panel is a listing of commands that you can add to the Quick Access toolbar. You can
select which functions are shown in this list by selecting a command grouping to display from the
“Choose commands from:” drop-down that is located above the list.
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8. To add a command to the Quick Access toolbar from this list, click the command to add from the
choices available in the left list.
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9. Then click the “Add>>” button to move the selected command into the Quick Access toolbar list to the
right.
10. You can remove a command from the Quick Access toolbar list at the right by clicking on it to select it
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and then clicking the “Remove” button to remove it from the list.
11. You can change the order in which the buttons appear in the Quick Access toolbar by selecting a
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command in the list, and then clicking either the “Up” or “Down” arrow buttons to the right of this list.
12. When you have finished customizing the content of the Quick Access Toolbar, click the “OK” button in
the lower right corner of the “Publisher Options” window to save and apply your changes.
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©TeachUcomp, Inc. Introductory Publisher 14


ACTIONS-
Getting Acquainted with Publisher

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USING TOUCH MODE- 2013 ONLY:

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1. To enable touch mode within Publisher 2013, click the small drop-down arrow at the right end of the
Quick Access toolbar to display a listing of the most commonly used commands.
2. Then click or tap the “Touch/Mouse Mode” command in the drop-down menu to add that button to the

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Quick Access toolbar.
3. You can then enable or disable touch mode in Publisher 2013 by clicking or tapping the “Touch/Mouse
Mode” button within the Quick Access toolbar.

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4. From the drop-down menu that then appears, you can select the mode you prefer to use: “Mouse” or
“Touch.”
5. When “Touch” mode is enabled the buttons within the Ribbon and Quick Access toolbar will appear

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larger and with more space surrounding them onscreen.
6. You can select the “Mouse” choice to toggle touch mode off, restoring the default size of the buttons
onscreen.

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USING THE SCROLL BARS:

1. When viewing your publication pages, scroll bars will appear both vertically and horizontally along the
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right and bottom sides of your publication page. They have arrows at each end that point in the direction
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in which they will scroll the page when you click them. You use the scroll bars to scroll through your
page’s content.
2. You may click the arrows at the ends of the scroll bars to move through the page’s content or you may
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click and drag the box inside of the scroll bars to move across the page more rapidly.
3. If you have a mouse with a scrolling wheel, you can roll the scroll wheel on your mouse up or down to
vertically scroll through the page in your publication, as the scroll wheel on your mouse is typically set to
work with the vertical scroll bar in Microsoft Publisher.
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4. You can click the double-pointing up and down arrows at the bottom of the vertical scroll bar to move to
the “Previous Page” or “Next Page” in your publication.
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USING THE PAGE LAYOUT VIEW BUTTONS:


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1. Publisher allows you to view your publication using either a one page or two page spread. To change
the page layout spread of your publication, you can click the desired page layout view button in the
lower right corner of the screen.
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2. You can select the “View” tab in the Ribbon and then click the buttons that appear within “Layout” button
group to switch between the views, as well.
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©TeachUcomp, Inc. Introductory Publisher 15


ACTIONS-
Getting Acquainted with Publisher

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USING THE SCROLL BARS:

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1. When viewing your publication pages, scroll bars will appear both vertically and horizontally along the
right and bottom sides of your publication page. They have arrows at each end that point in the direction
in which they will scroll the page when you click them. You simply use the scroll bars to scroll through

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your page’s content.
2. You may click the arrows at the ends of the scroll bars to move through the page’s content, or you may
click and drag the box inside of the scroll bars to move across the page more rapidly.

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3. If you have a mouse with a scrolling wheel, you can simply roll the scroll wheel on your mouse up or
down to vertically scroll through the page in your publication, as the scroll wheel on your mouse is
typically set to work with the vertical scroll bar in Microsoft Publisher.

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4. Also note the double-pointing up and down arrows at the bottom of the vertical scroll bar. You can click
these button to also move to the “Previous Page” or “Next Page” in your publication.

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USING THE PAGE LAYOUT VIEW BUTTONS:

1. Publisher allows you to view your publication using either a one page or two page spread. To change
the page layout spread of your publication, you can click the desired page layout view button in the
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lower right corner of the screen.
2. You can select the “View” tab in the Ribbon, and then click the buttons that appear within “Layout”
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button group to switch between the views, as well.
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USING THE ZOOM SLIDER AND “ZOOM” BUTTON GROUP:

1. Click and drag the “Zoom” slider left towards the minus symbol to shrink the magnification which
appears as a percentage to the left of the zoom slider.
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2. Click and drag the “Zoom” slider right, or towards the plus sign, to increase the magnification level.
3. You can also directly click on the small plus and minus signs to decrease and increase the
magnification levels by 10% each time you click.
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4. You can change the magnification by clicking the “View” tab in the Ribbon and then clicking the buttons
that appear in the “Zoom” button group. In the “Zoom” button group, you can select the desired zoom
level by choosing an option from the “Zoom” drop-down button or by entering a value into the “Zoom”
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text box.
5. You can click the “100%” button to change the magnification level to 100% of the normal size.
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6. You can click the “Whole Page” button to change the magnification level to fit the whole page in the
window.
7. You can click the “Page Width” button to fit the width of the page to the width of the window.
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8. If you have an object selected in the publication, you can click the “Selected Objects” button to magnify
the publication so that the selected objects will fill the entire window.
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©TeachUcomp, Inc. Introductory Publisher 16


ACTIONS-
Getting Acquainted with Publisher

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USING THE STATUS BAR:

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1. At the bottom of the application window is a long, thin, horizontal bar called the Status Bar. Here you
can see various statuses that are capable of being monitored in Publisher, such as the magnification
level and the current page number and total count of pages in the publication.

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2. You can choose which statuses you wish to show or hide in the Status Bar by simply right-clicking your
mouse anywhere in the Status Bar to view the “Customize Status Bar” panel.
3. This panel shows a listing of the available tools and statuses that you can show or hide in the Status

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Bar. Any listed objects that appear with a check to the left of their names are already being shown in the
Status Bar. Objects that do not have a check to the left of their names in this list are not currently being
displayed in the Status Bar.

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4. You can click on the name of any object in this list to toggle the display from on to off, or vice versa.

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USING THE MINI TOOLBAR:

1. When you select text within a page and hold your mouse pointer over it, you will see a small dimmed-
out toolbar appear next to the selection.
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2. You can roll your mouse pointer over the faded-out toolbar to make it appear solid.
3. You can then select from the many buttons that appear in the Mini toolbar to apply quick formatting to
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the selection.

USING “CTRL” KEY KEYBOARD SHORTCUTS:


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1. If entering a keyboard shortcut that begins with the “Ctrl” key, press and hold down the “Ctrl” key.
2. Then simultaneously press any other keys listed in the “Ctrl” key shortcut once.
3. Then release the “Ctrl” key.
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USING “ALT” KEY KEYBOARD SHORTCUTS:


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1. Press the “Alt” key to enable the key tip badges.


2. Press the key on your keyboard that corresponds to the key tip badge that you wish to follow.
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3. Continue to press the corresponding key tip badge until you reach the command that you wish to
execute. Note that if you see a command that has an underlined letter in its name, you can press the
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corresponding key on your keyboard to execute it, just as if the underlined letter were a key tip badge.
4. Press the key on your keyboard that corresponds to the key tip badge or underlined letter in the
command function that you wish to execute.
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©TeachUcomp, Inc. Introductory Publisher 17


EXERCISES:
Getting Acquainted with Publisher

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Purpose:

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1. To begin exploring the Publisher environment.

Exercises:

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1. Open your Publisher application.
2. When you initially start the Publisher application, you will be presented with a listing of available

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publication templates. Click the standard ‘Blank 8.5 x 11”’ choice from the listing shown so that you
can inspect the working environment of the program.
3. Find the Zoom Slider.

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4. Find the Quick Access toolbar.
5. Find the Ribbon.

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6. Locate the Status Bar at the bottom of the screen.
7. Click the “x” in the upper right corner of the Publisher window to exit the program.

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©TeachUcomp, Inc. Introductory Publisher 18


CHAPTER 2-
Creating Basic Publications

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2.1- Creating New Publications

2.2- Changing the Publication Template- 2013 Only

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2.3- Using Business Information

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2.4- Saving Publications- 2013 Only

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2.5- Saving Publications- 2010 Only

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2.6- Closing Publications
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2.7- Opening Publications- 2013 Only
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2.8- Opening Publications- 2010 Only
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2.9- Inserting New Pages


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2.10- Deleting Pages


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2.11- Moving Pages


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©TeachUcomp, Inc. Introductory Publisher 19


Creating Basic Publications

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2.1- Creating New Publications:

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When you first open Publisher 2013, you will see a startup screen that allows you to create a new
publication. Simply click the type of publication that you want to create within the listing of available
templates that appears at the right side of the startup screen.

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If you already have opened a publication in Publisher 2013 or Publisher 2010, you can view a
similar screen by clicking the “File” tab within the Ribbon and then selecting the “New” command at the left
side of the backstage view.

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In the listing of available templates that appears to the right in the backstage view, you can choose
to start a new publication from one of the many templates available or you can choose to simply create a
new blank publication by clicking the desired template choice. You can then click either the “Create” or
“Download” buttons that appear to create a new publication based on the selected template.

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To create a new, blank publication that is a standard page size, select the “Blank 8.5 x 11” icon from
the templates listing.

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2.2- Changing the Publication Template- 2013 Only:

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You can change the template used by a publication to switch its layout and page design. This can
be useful when starting from a blank page design, so that you can then change the blank page template to
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a selected type of publication template prior to adding the text and pictures. This can also save you a lot of
time in designing page layouts and page sizes when creating various types of publications such as
brochures, business cards and flyers.
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To change the current publication’s template, click the “Change Template” button in the “Template”
button group on the “Page Design” tab in the Ribbon to open the “Change Template” dialog box. You can
click the “Home” hyperlink at the top of the page to display the different types of publications that you can
create in the area below.
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Click on a publication category type within the listing shown to then display the various styles of the
selected type of publication that are available within the selected category. Once you click on a specific type
of publication style within this list, you will then see the settings that you can modify for the publication
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shown in a pane at the right side of the “Change Template” dialog box. Use the drop-down menus and other
options within this “Customize” section to make any page design and layout choices that you want the
publication to possess.
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After you have finished applying the settings that you want to the selected publication, click the “OK”
button at the bottom of this dialog box to apply the selected template to your current publication.
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©TeachUcomp, Inc. Introductory Publisher 20


Creating Basic Publications

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2.3- Using Business Information:

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In Publisher, you can input and save your business or personal information, including name,
position, address, e-mail, logo, phone and more into a “Business Information” set for ease of use in
publications. You can create different “Business Information” sets for different users or different purposes.

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You can then select a set to use when creating a publication from a template to quickly and easily add that
information to the publication in the designated areas.
You can enter a business information set for the first time by clicking the “Insert” tab in the Ribbon

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and then clicking the “Business Information” drop-down button that appears in the “Text” button group.
Select the “Edit Business Information…” command from the drop-down menu that appears to launch the
“Create New Business Information Set” dialog box. In this dialog box, enter the desired information into the
fields provided. If you wish to attach a photo or logo, you can click the “Add Logo…” button to open the

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“Insert Pictures” dialog box. You can then select the photo to use, and click the “Insert” button to return to
the Create New Business Information Set” dialog box. At the bottom of the dialog box, enter a name for this

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particular set of information into the “Business Information set name:” text box. Then click the “Save” button
at the bottom of the “Create New Business Information Set” dialog box. Your information will now be saved
so you do not need to retype it again.
At this point, the “Business Information” dialog box will appear. In this dialog box, you can select
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which business information set to use by selecting the name from the “Select a Business Information set:”
drop-down. If you have a publication that contains an existing set of information, you can choose a new set
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of information to use from the drop-down and then click the “Update Publication” button to update the
publication with the new information from the selected business information set.
You can also select a set of information from the drop-down in the “Business Information” dialog box
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and then click the “Edit…” button to open the “Edit Business Information Set” window where you can
change the information and then click the “Save” button to save the changes. You can also select an
information set and then click the “Delete” button in the “Business Information” dialog box to delete the
selected set. You will need to click “Yes” in the confirmation window that appears.
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To create a new business information set, click the “New…” button in the “Business Information”
dialog box. In the “Create New Business Information Set” dialog box which appears, you can enter a new
information set with a new name and then click the “Save” button to finish. When you have finished creating
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business information sets within the “Business Information” window, click the “Close” button.
From that point on, you can then select the name of the business set to use when prompted within a
publication, such as when creating a new publication from a template. You can also insert building blocks
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which use this information as objects within your custom presentations. A building block is simply a grouped
collection of pre-created shapes and text boxes that you can automatically insert into a publication page. To
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do this, click the “Business Information” button within the “Text” button group on the “Insert” tab in the
Ribbon, and then click on the building block you wish to insert from the “Contact Information” section in the
button’s drop-down menu.
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If you want to insert more types of building blocks into your publication, you can click the “Business
Information” button within the “Text” button group on the “Insert” tab in the Ribbon, and then select the
“More Business Information…” command from the button’s drop-down menu to open the “Building Block
Library” dialog box. Here you can select a building block to insert from the items shown, customize them in
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the right side of the dialog box if possible, and then click the “Insert” button to insert the selected building
block into your publication.
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You can also click the “Business Information” button within the “Text” button group on the “Insert” tab
in the Ribbon, and then click on the individual piece of information that you would like to insert as a text box
or shape into your current publication page from the “Fields” section in the button’s drop-down menu.

©TeachUcomp, Inc. Introductory Publisher 21


Creating Basic Publications

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2.4- Saving Publications- 2013 Only:

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When you save a publication for the first time, you must use the “Save As” command so that you
can choose where to save the file and what to name it. To do this, click the “File” tab within the Ribbon.
Then click the “Save As” command in the command panel shown at the left side of the backstage view. To

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the right of the command panel, under the “Places” section, you will see the places that are available for you
to save the file. These include your “SkyDrive” folder for Microsoft user accounts and your “Computer.”
When you save to your SkyDrive folder, the publications will be saved on an online computer that you can

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access from any computer that you can access with your Microsoft user account. If you select the
“Computer” choice, the file will be saved locally on the computer at which you are working.
If you are signed into your computer and Microsoft Office 2013 by using a Microsoft user account,
then you can click the “SkyDrive” choice under the “Places” section to save to your online SkyDrive folders.

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After selecting this choice, you will see any recently selected SkyDrive folders shown to the right under the
“Recent Folders” section. You can click on a recently accessed folder to select it as the save location. At

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that point a “Save As” dialog box will appear. If you have no folders listed in the “Recent Folders” section,
then instead click the “Browse” button to open a “Save As” dialog box where you can select the desired
folder within the SkyDrive to use.
Alternately, you can choose to save the file to your computer versus the SkyDrive. You may choose
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to do this if you are not signed into Microsoft Office 2013 using a Microsoft user account, or if you know that
you will not need to access the file on any other computers. If this is the case, then you can select the
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“Computer” choice under the “Places” section. Just as when saving to the SkyDrive, you can select a
recently used folder on your computer from the “Recent Folders” section or click the “Browse” button to
open the “Save As” dialog box.
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After selecting a location to save the publication file, the “Save As” dialog box appears. In this dialog
box, enter a file name into the “File name” field. File names should be short and descriptive. Publisher will
not let you use the following symbols in a file name: the colon [:], the forward slash [/], the back slash [\], the
greater than sign [>], the less than sign [<], the asterisk [*], double quotes [“”], or the pipe symbol [|]. Give it
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a name that you will remember, and be sure to remember to which folder you saved it. This latter step is
often more crucial. People will often remember what they called a file, but can’t remember into which folder
they saved it. Once you have entered the file name and noted the save location, click the “Save” button
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within the “Save As” dialog box to finish saving the file.
Once you’ve named the file and saved it, its name will appear in the title bar. After that, when you
make changes in the future that you want to save, you can just click the “Save” button in the Quick Access
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toolbar, or click the “File” tab in the Ribbon and then click the “Save” command. You will not have to re-enter
the file name and select a location. Publisher will save the changes automatically to the existing file.
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©TeachUcomp, Inc. Introductory Publisher 22


Creating Basic Publications

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2.5- Saving Publications- 2010 Only:

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After you have made any change to a publication that you want to keep, you should save the
publication. Learning to save your work frequently is one of the most important computer skills you can
have.

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When you save a publication for the first time, you must use the “Save As” dialog box. To open this
dialog box, click the “File” tab in the Ribbon, and then click the “Save As” command from the command
panel to open the “Save As” dialog box. Here you need to give Publisher both a location where the

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publication will be saved and a file name. Give it a name that you will remember, and be sure to remember
where you saved it. File names may be up to 255 characters in length, but should probably be short and
descriptive. Publisher will not let you use the following symbols in a file name: the colon [:], the forward

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slash [/], the back slash [\], the greater than sign [>], the less than sign [<], the asterisk [*], double quotes
[“”], or the pipe [|].
Once you have named and saved the file, its name will appear in the publication’s Title Bar. When

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you save your changes in the future, you will not have to re-enter the name and location. To save changes
to a publication you have saved once before, you can either click the “File” tab in the Ribbon and then click
the “Save” command, or you can click the “Save” button in the Quick Access toolbar to let Publisher
automatically save the changes to the publication to the same place with the same name.
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2.6- Closing Publications:

If you have multiple publications open, then to close a publication you can just click the “x” in the
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upper right corner of the application window to close the current publication. Clicking the “x” is equivalent to
executing the “Close” command. If you only have a single publication open, and you want to leave the
Publisher application open, then click the “File” tab in the Ribbon or click the Microsoft Office button and
then click the “Close” command to close the file and leave the program open. If you click the “x” in the
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upper-right corner of the application window with only one publication open, you will close the publication
and also exit the application.
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Creating Basic Publications

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2.7- Opening Publications- 2013 Only:

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To open a publication, you must first know where the publication you want to open is located. When
you initially open Publisher, you can see a listing of recently opened publications shown in the panel at the
left side of the startup screen, under the “Recent” section. You can open one of these listed publications by

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clicking on its name within the panel to reopen it. However, if the publication you want to open is not shown
in the listing, then you can click the “Open Other Publications” command within the panel reveal the “Open”
category within the backstage view. If you are already working within Publisher and wish to open another

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publication, you can also display the “Open” category within the backstage view by clicking the “File” tab
within the Ribbon and then clicking the “Open” command at the left side of the backstage view.
At that point, you can see the locations within which you can look for the file to open displayed within
the “Places” section to the right of the command panel in the backstage view. If the file that you wish to open

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is saved within your SkyDrive, then click the “SkyDrive” choice within the “Places” section. If the file that you
want to open is located on your computer, then click the “Computer” command within the “Places” section.

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You will then see any recently accessed folders within your selected place listed within the “Recent Folders”
section. You can click one of these folders to open the location within the “Open” dialog box. If there are no
folders listed within these sections, or if the folder you want to open is not listed, then you can click the
“Browse” button to launch the “Open” dialog box where you can select a folder to view.
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In the “Open” dialog box that appears, you can navigate to the folder location you want to view if
needed. Within the selected folder you should see an icon for the file that displays the publication file’s
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name within the files and folders shown in the “Open” dialog box.
To open a file from the selected location, click the icon for the file that you want to open and then
click the “Open” button in the lower right corner of the “Open” dialog box. Alternately, you could also just
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double-click on the icon of the file shown in the “Open” dialog box to open the file.
Also notice that if you are simply trying to open a recently accessed publication, you can
select the “Recent publications” command within the “Places” section in the “Open” category of the
backstage view. You can then click on the name of any recently opened files that appear in the list to the
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right of the command panel to reopen them. This replicates the “Recent” category shown in the startup
screen in Publisher.
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©TeachUcomp, Inc. Introductory Publisher 24


Creating Basic Publications

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2.8- Opening Publications- 2010 Only:

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To open a publication, you must first know where the publication you want to open is located. This
location could be within a folder on your computer, a network folder, or perhaps located on some other type
of removable media. Once you know where the file is located, you open it using the “Open” dialog box.

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You can access this dialog box by clicking the “File” tab in the Ribbon and then clicking the “Open”
command button. In the “Open” dialog box that appears, you navigate to the location of the publication you
want to open. You should see an icon for the publication file along with the publication’s file name in the files

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and folders shown in the “Open” dialog box. You can click the icon for the file that you want to open, and
then click the “Open” button in the lower right corner of the “Open” dialog box. Alternately, you could also
just double-click on the icon of the file shown in the “Open” dialog box to open the file.

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Also notice that if you are simply trying to open a recently accessed publication, you can click the
“File” tab in the Ribbon and then click the “Recent” command. You can then click on the name of the
recently opened file that appears in the listing in the center of the backstage view.

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©TeachUcomp, Inc. Introductory Publisher 25


Creating Basic Publications

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2.9- Inserting New Pages:

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When you are creating your publications, you will often need to add pages to hold more content,
especially if you are creating a new blank publication from scratch. Before you insert a page, you will most
likely want to select the page in the Navigation Pane that is the page immediately before the position at

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which you want to insert a new page. While it is possible to insert pages before a selected page, they are
more commonly inserted after a selected page.
Next, you should click the “Insert” tab within the Ribbon. To insert a new, blank page immediately

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following the page that is currently selected in your publication, you can simply click the “Page” button within
the “Pages” button group on the “Insert” tab within the Ribbon. The new page will automatically appear
selected within the Navigation Pane and in the page design area so that you can immediately begin

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creating content for the new page.
In addition to inserting a new, blank page into your publication, you could also choose to insert a
duplicate of a selected page. To do this, simply select the page that you wish to duplicate within the

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Navigation Pane. Then click the drop-down arrow button below the “Page” button within the “Pages” button
group on the “Insert” tab within the Ribbon. From the drop-down menu of choices shown, simply select the
“Insert Duplicate Page” command to insert a duplicate of the currently selected page into your publication.
Note that this page will also appear immediately following the initially selected page, and will also be
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immediately selected within the Navigation Pane and thus appear onscreen for editing, as well. Note that if
you wish to move the duplicate page to a new location within your publication, you can simply click and drag
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the page shown within the Navigation Pane to the desired page location and then release it when it is in the
correct position. As you click and drag you will see a dark thin line appear between the existing pages so
that you will be able to tell where the page will insert itself when you release the mouse button.
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Note that when you click the drop-down arrow button below the “Page” button within the “Pages”
button group on the “Insert” tab within the Ribbon, you will see three command choices. The first is “Insert
Blank Page,” and functions the same way as directly clicking the “Page” button does. The second is “Insert
Duplicate Page,” and will insert a duplicate of the selected page as we just learned. The third choice is
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“Insert Page....” You can select the “Insert Page…” command to open the “Insert Page” dialog box. This
dialog box allows you to insert multiple pages either before or after the currently selected page, and also
allows you to choose what content will be placed onto those pages.
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At the top of the “Insert Page” dialog box, enter the number of new pages that you wish to insert into
the “Number of new pages:” text box. Next, select whether the new pages are to be inserted before or after
the currently selected page by choosing the desired option button. In the “Options” section, you can then
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determine the page content by selecting the desired option button. You can select to insert blank pages,
insert pages that contain one text box on each page, or insert pages that are a duplicate of a selected page.
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Note that if you choose the third option, you will need to enter the page whose content you wish to duplicate
into the text box that follows the “Duplicate all object on page:” option button. When you have made your
selections, simply click the “OK” button to insert the selected pages.
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2.10- Deleting Pages:


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You can delete publication pages by selecting the page to delete within the Navigation Pane. Then
click the “Delete” button in the “Pages” button group on the “Page Design” tab within the Ribbon.
Alternately, you can right-click on the page to delete within the Navigation Pane and select the “Delete”
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command from the pop-up menu which appears. If the selected page contains objects, Publisher will ask
you if you want to delete the page anyway in a confirmation dialog box. Click “Yes” to delete the page.

©TeachUcomp, Inc. Introductory Publisher 26


Creating Basic Publications

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2.11- Moving Pages:

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You can easily reorganize the pages within a publication by simply clicking and dragging pages up
and down within the Navigation Pane. You can click and drag the pages shown within the Navigation Pane
to the desired page location and then release it when it is in the correct position. As you click and drag you

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will see a dark thin line appear between the existing pages so that you will be able to tell where the page
will insert itself when you release the mouse button.
Another way to move a page is to use the “Move Page” dialog box. To do this, first select the page

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or pages to move in the Navigation Pane. You can then open this dialog box by clicking the “Move” button
in the “Pages” button group on the “Page Design” tab within the Ribbon. You could also simply right-click on
the page you wish to move and then select the “Move…” command from the pop-up menu that appears.
Doing this will open the “Move Page” dialog box. In this dialog box you will first need to select either the

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“Before” or “After” option button. You then select the desired page within the publication to move the
selected page either before or after by clicking on its name within the “This page:” list. You can then click

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the “OK” button to move the selected page.
Another feature worth noting is that you can also move multiple adjacent or non-adjacent pages, as
well. To do this, you must first select the pages to move. You can select multiple adjacent pages by clicking
the first page to move, holding down the “Shift” key on your keyboard and then click the last page to move.
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All pages between the two you clicked upon will be selected. You can then release the “Shift” key on your
keyboard. If you want to select multiple non-adjacent pages, then click on the first page to select it, hold
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down the “Ctrl” key on your keyboard, and then click on any other pages you wish to select as well. When
you are finished, you can release the “Ctrl” key on your keyboard.
Once you have made you selections, you can then use either of the two methods shown in this
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lesson to move the selected pages to their new location within the publication.
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©TeachUcomp, Inc. Introductory Publisher 27


ACTIONS-
Creating Basic Publications

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CREATING A NEW PUBLICATION:

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1. When you first open Publisher 2013, you will see a startup screen that allows you to create a new
publication.
2. Click the type of publication that you want to create within the listing of available templates that appears

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at the right side of the startup screen.
3. If you already have opened a publication in Publisher 2013 or Publisher 2010, you can view a similar
screen by clicking the “File” tab within the Ribbon and then selecting the “New” command at the left side

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of the backstage view.
4. In the listing of available templates that appears to the right in the backstage view, you can choose to
start a new publication from one of the many templates available or you can choose to simply create a

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new blank publication by clicking the desired template choice.
5. You can then click either the “Create” or “Download” buttons that appear to create a new publication
based on the selected template.

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6. To create a new, blank publication that is a standard page size, select the “Blank 8.5 x 11” icon from the
templates listing.

CHANGING THE PUBLICATION TEMPLATE- 2013 ONLY: n


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1. Click the “Change Template” button in the “Template” button group on the “ Page Design” tab in the
Ribbon to open the “Change Template” dialog box.
2. You can click the “Home” hyperlink at the top of the page to display the different types of publications
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that you can create in the area below.


3. Click on a publication category type within the listing shown to then display the various styles of the
selected type of publication that are available within the selected category.
4. Once you click on a specific type of publication style within this list, you will then see the settings that
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you can modify for the publication shown in a pane at the right side of the “Change Template” dialog
box.
5. Use the drop-down menus and other options within this “Customize” section to make any page design
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and layout choices that you want the publication to possess.


6. After you have finished applying the settings that you want to the selected publication, click the “OK”
button at the bottom of this dialog box to apply the selected template to your current publication.
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©TeachUcomp, Inc. Introductory Publisher 28


ACTIONS-
Creating Basic Publications

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USING BUSINESS INFORMATION:

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1. You can enter a business information set for the first time by clicking the “Insert” tab in the Ribbon and
then clicking the “Business Information” drop-down button that appears in the “Text” button group.
2. Select the “Edit Business Information…” command from the drop-down menu that appears to launch the

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“Create New Business Information Set” dialog box. In this dialog box, enter the desired information into
the fields provided.
3. If you wish to attach a photo or logo, you can click the “Add Logo…” button to open the “Insert Pictures”

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dialog box. You can then select the photo to use, and click the “Insert” button to return to the Create
New Business Information Set” dialog box.
4. At the bottom of the dialog box, enter a name for this particular set of information into the “Business
Information set name:” text box.

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5. Then click the “Save” button at the bottom of the “Create New Business Information Set” dialog box.
6. At this point, the “Business Information” dialog box will appear. In this dialog box, you can select which

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business information set to use by selecting the name from the “Select a Business Information set:”
drop-down.
7. If you have a publication that contains an existing set of information, you can choose a new set of
information to use from the drop-down and then click the “Update Publication” button to update the
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publication with the new information from the selected business information set.
8. You can also select a set of information from the drop-down in the “Business Information” dialog box
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and then click the “Edit…” button to open the “Edit Business Information Set” window where you can
change the information and then click the “Save” button to save the changes.
9. You can also select an information set and then click the “Delete” button in the “Business Information”
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dialog box to delete the selected set. You will need to click “Yes” in the confirmation window that
appears.
10. To create a new business information set, click the “New…” button in the “Business Information” dialog
box. In the “Create New Business Information Set” dialog box which appears, you can enter a new
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information set with a new name and then click the “Save” button to finish.
11. When you have finished creating business information sets within the “Business Information” window,
click the “Close” button.
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12. From that point on, you can select the name of the business set to use when prompted within a
publication, such as when creating a new publication from a template.
13. You can also insert building blocks which use this information as objects within your custom
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presentations. A building block is simply a grouped collection of pre-created shapes and text boxes that
you can automatically insert into a publication page. To do this, click the “Business Information” button
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within the “Text” button group on the “Insert” tab in the Ribbon, and then click on the building block you
wish to insert from the “Contact Information” section in the button’s drop-down menu.
14. If you want to insert more types of building blocks into your publication, you can click the “Business
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Information” button within the “Text” button group on the “Insert” tab in the Ribbon, and then select the
“More Business Information…” command from the button’s drop-down menu to open the “Building Block
Library” dialog box. Here you can select a building block to insert from the items shown, customize them
in the right side of the dialog box if possible, and then click the “Insert” button to insert the selected
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building block into your publication.


15. You can also simply click the “Business Information” button within the “Text” button group on the “Insert”
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tab in the Ribbon, and then click on the individual piece of information that you would like to insert as a
text box or shape into your current publication page from the “Fields” section in the button’s drop-down
menu.

©TeachUcomp, Inc. Introductory Publisher 29


ACTIONS-
Creating Basic Publications

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SAVING PUBLICATIONS- 2013 ONLY:

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1. To save a publication for the first time, click the “File” tab within the Ribbon.
2. Click the “Save As” command in the command panel shown at the left side of the backstage view.
3. To the right of the command panel, under the “Places” section, you will see the places that are available

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for you to save the file.
4. If you are signed into your computer and Microsoft Office 2013 by using a Microsoft user account, then
you can click the “SkyDrive” choice under the “Places” section to save to your online SkyDrive folders.

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5. After selecting this choice, you will see any recently selected SkyDrive folders shown to the right under
the “Recent Folders” section.
6. You can click on a recently accessed folder to select it as the save location.
7. At that point a “Save As” dialog box will appear.

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8. If you have no folders listed in the “Recent Folders” section, then instead click the “Browse” button to
open a “Save As” dialog box where you can select the desired folder within the SkyDrive to use.

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9. Alternately, you can select the “Computer” choice under the “Places” section versus “SkyDrive.”
10. Just as when saving to the SkyDrive, select a recently used folder on your computer from the “Recent
Folders” section or click the “Browse” button to open the “Save As” dialog box.
11. After selecting a location to save the publication file, the “Save As” dialog box appears.
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12. In this dialog box, enter a file name into the “File name” field.
13. Once you have entered the file name and noted the save location, click the “Save” button within the
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“Save As” dialog box to finish saving the file.
14. To save changes made to the publication in the future, just click the “Save” button in the Quick Access
toolbar, or click the “File” tab in the Ribbon and then click the “Save” command. Publisher will
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automatically save the changes to the existing file.

SAVING PUBLICATIONS- 2010 ONLY:


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1. To save a publication for the first time, you must use the “Save As” dialog box. To open this dialog box,
click the “File” tab in the Ribbon, and then click the “Save As” command from the command panel to
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open the “Save As” dialog box.


2. In the “Save As” dialog box you need to enter both a location where the publication will be saved and a
file name. Give it a name that you will remember, and be sure to remember where you saved it. Once
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you have named and saved the file, its name will appear in the publication’s Title Bar.
3. When you save your changes in the future, you will not have to re-enter the name and location. To save
changes to a publication you have saved once before, you can either click the “File” tab in the Ribbon
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and then click the “Save” command, or you can click the “Save” button in the Quick Access toolbar to let
Publisher automatically save the changes to the publication to the same place with the same name.
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©TeachUcomp, Inc. Introductory Publisher 30


ACTIONS-
Creating Basic Publications

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CLOSING PUBLICATIONS:

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1. If you have multiple publications open, then to close a publication you can just click the “x” in the upper
right corner of the application window to close the current publication. Clicking the “x” is equivalent to
executing the “Close” command.

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2. If you only have a single publication open, and you want to leave the Publisher application open, then
click the “File” tab in the Ribbon or click the Microsoft Office button and then click the “Close” command
to close the file and leave the program open.

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3. If you click the “x” in the upper-right corner of the application window with only one publication open, you
will close the publication and also exit the application.

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OPENING PUBLICATIONS- 2013 ONLY:

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1. When you initially open Publisher, you can see a listing of recently opened publications shown in the
panel at the left side of the startup screen, under the “Recent” section.
2. You can open one of these listed publications by clicking on its name within the panel to reopen it.
3. If the publication you want to open is not shown in the listing, then you can click the “Open Other
Publications” command within the panel reveal the “Open” category within the backstage view.
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4. If you are already working within Publisher and wish to open another publication, you can display the
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“Open” category within the backstage view by clicking the “File” tab within the Ribbon and then clicking
the “Open” command at the left side of the backstage view.
5. At that point, you can see the locations within which you can look for the file to open displayed within the
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“Places” section to the right of the command panel in the backstage view.
6. If the file that you wish to open is saved within your SkyDrive, then click the “SkyDrive” choice within the
“Places” section.
7. If the file that you want to open is located on your computer, then click the “Computer” command within
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the “Places” section.


8. You will then see any recently accessed folders within your selected place listed within the “Recent
Folders” section.
9. You can click one of these folders to open the location within the “Open” dialog box.
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10. If there are no folders listed within these sections, or if the folder you want to open is not listed, then you
can click the “Browse” button to launch the “Open” dialog box where you can select a folder to view.
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11. In the “Open” dialog box that appears, you can navigate to the folder location you want to view if
needed.
12. Within the selected folder you should see an icon for the file that displays the publication file’s name
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within the files and folders shown in the “Open” dialog box.
13. To open a file from the selected location, click the icon for the file that you want to open and then click
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the “Open” button in the lower right corner of the “Open” dialog box.
14. Alternately, you could double-click on the icon of the file shown in the “Open” dialog box to open the file.
15. Also notice that if you are simply trying to open a recently accessed publication, you can select the
“Recent publications” command within the “Places” section in the “Open” category of the backstage
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view.
16. You can then click on the name of any recently opened files that appear in the list to the right of the
command panel to reopen them.
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©TeachUcomp, Inc. Introductory Publisher 31


ACTIONS-
Creating Basic Publications

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OPENING PUBLICATIONS- 2010 ONLY:

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1. To open a publication, click the “File” tab in the Ribbon and then click the “Open” command button.
2. In the “Open” dialog box that appears, you navigate to the location of the publication you want to open.
You should see an icon for the publication file along with the publication’s file name in the files and
folders shown in the “Open” dialog box.

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3. You can click the icon for the file that you want to open, and then click the “Open” button in the lower
right corner of the “Open” dialog box. Alternately, you could also just double-click on the icon of the file
shown in the “Open” dialog box to open the file.

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4. Also notice that if you are simply trying to open a recently accessed publication, you can click the “File”
tab in the Ribbon and then click the “Recent” command. You can then click on the name of the recently
opened file that appears in the listing in the center of the backstage view.

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INSERTING NEW PAGES:

1. Before you insert a page, you will most likely want to select the page in the Navigation Pane that is the
page immediately before the position at which you want to insert a new page. While it is possible to
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insert pages before a selected page, they are more commonly inserted after a selected page.
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2. To insert a new, blank page immediately following the page that is currently selected in your publication,
you can simply click the “Page” button within the “Pages” button group on the “Insert” tab within the
Ribbon. The new page will automatically appear selected within the Navigation Pane and in the page
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design area so that you can immediately begin creating content for the new page.
3. To insert a duplicate of a selected page select the page to duplicate within the Navigation Pane. Then
click the drop-down arrow button below the “Page” button within the “Pages” button group on the “Insert”
tab within the Ribbon. From the drop-down menu of choices shown, simply select the “Insert Duplicate
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Page” command to insert a duplicate of the currently selected page into your publication. Note that this
page will also appear immediately following the initially selected page, and will also be immediately
selected within the Navigation Pane and thus appear onscreen for editing, as well.
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4. Note that if you wish to move a page to a new location within your publication, you can simply click and
drag the page shown within the Navigation Pane to the desired page location and then release it when it
is in the correct position. As you click and drag you will see a dark thin line appear between the existing
or

pages so that you will be able to tell where the page will insert itself when you release the mouse button.
5. You can click the drop-down arrow button below the “Page” button within the “Pages” button group on
the “Insert” tab within the Ribbon and from the drop-down menu of choices shown, simply select the
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“Insert Page...” dialog box. This dialog box allows you to insert multiple pages either before or after the
currently selected page, and also allows you to choose what content will be placed onto those pages.
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©TeachUcomp, Inc. Introductory Publisher 32


ACTIONS-
Creating Basic Publications

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INSERTING NEW PAGES (cont.):

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6. At the top of the “Insert Page” dialog box, enter the number of new pages that you wish to insert into the
“Number of new pages:” text box.
7. Next, select whether the new pages are to be inserted before or after the currently selected page by

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choosing the desired option button.
8. In the “Options” section, you can then determine the page content by selecting the desired option
button. You can select to insert blank pages, insert pages that contain one text box on each page, or

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insert pages that are a duplicate of a selected page. Note that if you choose the third option, you will
need to enter the page whose content you wish to duplicate into the text box that follows the “Duplicate
all object on page:” option button.
9. When you have made your selections, simply click the “OK” button to insert the selected pages.

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DELETING PAGES:

1. You can delete pages within a publication by first selecting the page to delete within the Navigation
Pane.
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2. Then click the “Delete” button in the “Pages” button group on the “Page Design” tab within the Ribbon.
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3. Alternately, you can right-click on the page to delete within the Navigation Pane and then select the
“Delete” command from the pop-up menu which appears.
4. If the selected page contains objects, Publisher will ask you if you want to delete the page anyway in a
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confirmation dialog box. Click “Yes” to delete the page.


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©TeachUcomp, Inc. Introductory Publisher 33


ACTIONS-
Creating Basic Publications

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MOVING PAGES:

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1. You can easily reorganize the pages within a publication by simply clicking and dragging pages up and
down within the Navigation Pane. You can click and drag the pages shown within the Navigation Pane
to the desired page location and then release it when it is in the correct position. As you click and drag

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you will see a dark thin line appear between the existing pages so that you will be able to tell where the
page will insert itself when you release the mouse button.
2. Another way to move a page is to use the “Move Page” dialog box. To do this, first select the page or

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pages to move in the Navigation Pane. You can then open this dialog box by clicking the “Move” button
in the “Pages” button group on the “Page Design” tab within the Ribbon. You could also simply right-
click on the page you wish to move and then select the “Move…” command from the pop-up menu that

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appears.
3. In this dialog box you will first need to select either the “Before” or “After” option button.
4. You then select the desired page within the publication to move the selected page either before or after

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by clicking on its name within the “This page:” list.
5. You can then click the “OK” button to move the selected page.
6. Another feature worth noting is that you can also move multiple adjacent or non-adjacent pages, as well.
To do this, you must first select the pages to move. You can select multiple adjacent pages by clicking
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the first page to move, holding down the “Shift” key on your keyboard and then click the last page to
move. All pages between the two you clicked upon will be selected. You can then release the “Shift” key
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on your keyboard. If you want to select multiple non-adjacent pages, then click on the first page to select
it, hold down the “Ctrl” key on your keyboard, and then click on any other pages you wish to select as
well. When you are finished, you can release the “Ctrl” key on your keyboard.
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7. Once you have made you selections, you can then use either of the two methods shown above to move
the selected pages to their new location within the publication.
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©TeachUcomp, Inc. Introductory Publisher 34


EXERCISES-
Creating Basic Publications

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Purpose:

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1. To create a new publication in Publisher 2013 and save it.

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Exercises:

1. Start Publisher 2013.


2. In the “Available Templates” window, select the “Blank 8.5 x 11”” template in the list of templates

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that appears when you initially start the program to create a new, blank publication.
3. Click the “Change Template” button in the “Template” button group on the “Page Design” tab of the
Ribbon to open the “Change Template” dialog box.

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4. Click the “Home” hyperlink at the top of the dialog box to view the available template categories.
5. Click the “Brochures” template category to display the styles within that category.
Click the “Bounce” brochure style under the “Informational” category in the “Installed Templates”

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6.
section.
7. In the “Customize” panel at the far right leave the values at their default settings, and then click the
“OK” button in the far lower right corner of the dialog box.
8. Click the “Save” button in the Quick Access Toolbar to open the “Save As” Backstage View.
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9. Select “Computer” under the “Save As” section in the Backstage View.
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10. Click the “Browse” button to the right of the backstage view to open the “Save As” dialog box.
11. In the “Save As” dialog box, choose your “Documents” folder as the file location.
12. In the “Save As” dialog box, type “Brochure” into the “File name:” field.
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13. Click the “Save” button in the “Save As” dialog box to save the file with the name you entered into
the folder you selected.
14. Inspect the brochure and note the default business information that is displayed in the center panel
on page one.
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15. Click the “Insert” tab in the Ribbon.


16. Click the “Business Information” drop-down button in the “Text” button group and select the “Edit
Business Information…” command from the drop-down menu.
If the “Business Information” dialog box appears, click the “New…” button.
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17.
18. In the “Create New Business Information Set” dialog box, enter the information for your primary
business. If you do not have a business, simply make up the information for one.
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19. In the “Business Information set name:” text box, enter “Business Set 1” as the name.
20. When you have finished editing your business information, click the “Save” button.
21. In the “Business Information” dialog box that appears, ensure that “Business Set 1” is selected from
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the “Select a Business Information set:” drop-down.


22. Click the “Update Publication” button to update the business information within the brochure with
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your newly entered information.


23. Click the “Save” button in the Quick Access Toolbar to save your changes.
24. Click the “X” button in the upper right corner of the application window to close the publication.
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©TeachUcomp, Inc. Introductory Publisher 35


EXERCISES-
Creating Basic Publications

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Purpose:

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1. To create a new publication in Publisher 2010 and save it.

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Exercises:

1. Start Publisher 2010.


2. In the “Available Templates” window, select the “Brochures” category under the “Most Popular”

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section.
3. Click the “Bounce” flyer under “Informational” in the “Classic Designs” section.
4. In the “Customize” panel at the far right leave the values at their default settings, and then click the

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“Create” button in the far lower right corner of the window.
5. Click the “Save” button in the Quick Access Toolbar to open the “Save As” dialog box.
In the “Save As” dialog box, choose your “Documents” folder as the file location.

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6.
7. In the “Save As” dialog box, type “Brochure” into the “File name:” field.
8. Click the “Save” button in the “Save As” dialog box to save the file with the name you entered into
the folder you selected.
9. Inspect the brochure and note the default business information that is displayed in the center panel
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on page one.
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10. Click the “Insert” tab in the Ribbon.
11. Click the “Business Information” drop-down button in the “Text” button group and select the “Edit
Business Information…” command from the drop-down menu.
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12. In the “Create New Business Information Set” dialog box, enter the information for your primary
business. If you do not have a business, simply make up the information for one.
13. In the “Business Information set name:” text box, enter “Business Set 1” as the name.
14. When you have finished editing your business information, click the “Save” button.
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15. In the “Business Information” dialog box that appears, ensure that “Business Set 1” is selected from
the “Select a Business Information set:” drop-down.
16. Click the “Update Publication” button to update the business information within the brochure with
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your newly entered information.


17. Click the “Save” button in the Quick Access Toolbar to save your changes.
18. Click the “X” button in the upper right corner of the application window to close the publication.
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©TeachUcomp, Inc. Introductory Publisher 36


CHAPTER 3-
Basic Skills

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3.1- Inserting Text Boxes

3.2- Inserting Shapes

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3.3- Adding Text to Shapes

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3.4- Inserting Your Own Pictures- 2013 Only

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3.5- Inserting Online Pictures- 2013 Only

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3.6- Inserting Picture Placeholders- 2013 Only
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3.7- Using the Scratch Area- 2013 Only
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3.8- Inserting Clip Art and Pictures- 2010 Only
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3.9- Moving, Resizing, and Rotating Objects


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3.10- Deleting Objects


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3.11- Using Find and Replace


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3.12- Using AutoCorrect


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3.13- Inserting WordArt


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©TeachUcomp, Inc. Introductory Publisher 37


Basic Skills

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3.1- Inserting Text Boxes:

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Text boxes are used to display text within a publication page. To insert a text box, click the “Draw
Text Box” button in either the “Objects” button group on the “Home” tab or the “Text” button group on the
“Insert” tab within the Ribbon. When you do this, your mouse pointer will turn into a black crosshair. Click

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and drag over the area within the publication you want the text box to cover. When you release the mouse
button, you will create the text box. The blinking insertion marker for the text you type will appear within the
text box, so you can immediately type the text you want the text box to contain.

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When you insert a text box, you will see two contextual tabs appear within the Ribbon. You will see
the “Format” tab of the “Drawing Tools” contextual tab and you will see the “Format” tab of the “Text Box
Tools” contextual tab. You can use the buttons on these two contextual tabs to format the actual text box

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and the text it contains. You will learn how to do that in later lessons. For now, simply note they are
available whenever you have a text box selected in your page.

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3.2- Inserting Shapes:

Publisher allows you to insert various shapes into your pages. Click the “Shapes” button in either the
“Objects” button group on the “Home” tab or the “Illustrations” button group on the “Insert” tab within the
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Ribbon. You can then view a drop-down menu of all of the various shapes you can insert. Roll your mouse
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pointer over the shape you want to insert and then click it to select it.
Your mouse pointer will appear as a black crosshair when you place it back over the slide. Decide
where to place the shape in your page, and then click and drag over the area in the page where you want
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the selected shape to appear. It will be inserted into your page when you release your mouse button.
There are a few techniques available that can assist you in creating shapes. First, you can hold
down the “Shift” key as you click and drag while drawing a shape to create a “perfect” version of the
selected shape. For example, holding the “Shift” key when drawing lines will make the line perfectly straight.
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You can create perfect circles and squares by using this method in conjunction with either the “Oval” or
“Rectangle” shape.
If you don’t care about setting the specific size of the shape as you insert it, you can use a different
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method to insert a selected shape. Using this method, you still start by selecting the shape from the Ribbon
using the “Shapes” button, as you normally would. Then hold down the “Shift” key on the keyboard. Then
click once at the place in the page where you want to position the upper left corner of the shape. Publisher
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will insert a shape with a default size into the position at which you clicked.
After inserting a selected shape into your page, the mouse pointer returns to its default behavior and
you exit Publisher’s drawing mode. If you want to draw several copies of the same shape without having to
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go back and re-select the same shape from the “Shapes” button over and over again, you may want to lock
Publisher into its drawing mode. To do this, right-click the shape that you want to draw in the “Shapes”
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button’s drop-down menu instead of clicking it. From the pop-up menu that appears, click the “Lock Drawing
Mode” command. Then you can draw as many instances of the selected shape as you wish. You can
cancel the drawing mode lock by pressing the “Esc” key on your keyboard.
After you draw a shape, it should appear selected. However, if it is not selected, then click it to
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select it prior to resizing, moving, or formatting the shape. Once the shape has been selected, you will see
the “Format” tab of the “Drawing Tools” contextual tab appear in the Ribbon. This tab provides you with
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formatting options for the selected shape. You will learn how to do that in later lessons.

©TeachUcomp, Inc. Introductory Publisher 38


Basic Skills

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3.3- Adding Text to Shapes:

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You can add text to any shape you have drawn within a page. When you do this, Publisher will
convert the selected shape to a text box. However, since you have many shapes at your disposal you can
see that a text box does not have to be a literal box shape. Using this technique allows you to create text

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circles, text triangles, and many, many other types of text-containing shapes. To do this, select the shape
that you have drawn in your page to which you want to add text. Then start typing the text you want the
shape to contain. Publisher will immediately convert the shape into a text-containing shape as you start to

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type. At that point, you will notice that the “Format” tab of the “Text Box Tools” contextual tab will appear in
the Ribbon in addition to the existing “Format” tab of the “Drawing Tools” contextual tab.
Note as you are adding text to shapes and text boxes that if you add more text than can be

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displayed within the selected shape, the resizing handles that appear around the border of the object will
turn red to let you know that the shape contains more text than it can display. You will also see an ellipsis
mark (…) appear on the border of the selected object to let you know that the text is overflowing the shape.

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To fix this, you can simply resize the shape so that it is large enough to display the text that it contains or
you can link the text in the shape to another, empty shape and the overflow text will then display in the
second shape. We will examine how to perform both of these tasks in later lessons.

3.4- Inserting Your Own Pictures- 2013 Only:


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You can insert your own pictures that you have saved to your computer into your publications. For
example, if you were creating a newsletter and wanted to insert a picture from a recent meeting or event
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you had saved to your computer, you could easily do that in Publisher. However, before you do this, ensure
that you know within which folder on your computer the picture that you want to insert is located. You will
need to know this information to locate and then insert the picture.
Once you know where the picture that you want to insert is located, click the “Insert” tab in the
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Ribbon and then click the “Picture” button in the “Illustrations” button group to open the “Insert Picture”
dialog box. Use this dialog box to navigate to the folder that contains the picture you want to insert. Once
you see the picture you want to insert appear in the large white window within this dialog box, click it to
select it, and then click the “Insert” button at the bottom of the screen. The picture you selected will then be
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inserted into your publication.


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3.5- Inserting Online Pictures- 2013 Only:


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One of the most useful and fundamental functions of Publisher is the ability to add pictures into your
publications to enhance their appearance. In Publisher 2013, you can now insert pictures from various
online resources, including Office.com, your SkyDrive, and other online resources.
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To insert an image from an online resource, click the “Insert” tab in the Ribbon and then click the
“Online Pictures” button in the “Illustrations" button group to display the “Insert Pictures” window. Within this
window you can see the various types of online resources that you can use to browse for pictures to insert.
To insert pictures that are available from Office.com, type a keyword for which you want to search
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for associated pictures into the “Search Office.com” text box. Then click the “Search” button at the right end
of the text box to display pictures that match the keyword you entered. You can scroll through the listing of
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matching pictures until you find one that you want to insert. You can then click on the picture that you want
to insert, and then click the “Insert” button at the bottom of the window to insert the selected picture into your
publication. To select multiple pictures to insert, click the first picture to insert, hold down the “Ctrl” key on

©TeachUcomp, Inc. Introductory Publisher 39


Basic Skills

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3.5- Inserting Online Pictures- 2013 Only- (cont’d.):

on
your keyboard, and then click any other pictures that you want to select. Once they are selected, you can
then click the “Insert” button to insert the selected pictures into the scratch area to the right of your
publication. You will learn how to use the scratch area in a later lesson within this chapter.

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3.6- Inserting Picture Placeholders- 2013 Only:

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You can also insert a picture placeholder into your publication page. A picture placeholder allows
you to allocate space in a page for a picture you can insert later. To do this, click the “Picture Placeholder”
button in the “Illustrations” button group on the “Insert” tab in the Ribbon. A picture placeholder will

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automatically be inserted into your page. You can then move and resize the placeholder as desired.
Later, when you want to insert a picture into the placeholder, you can click the “Insert Picture” button
that appears in the middle of the picture placeholder to open the “Insert Pictures” window. You can then

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select a picture to insert from your computer or from the available online resources to insert the selected
picture into your picture placeholder.
Note that you can also insert any picture that is shown within the scratch area of your publication
into a picture placeholder. To do this, click the icon of the mountain that is shown within the middle of the
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picture to insert in the scratch area and drag the picture onto the picture placeholder in the page. When the
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border of the picture placeholder turns pink, you can then release the mouse button to insert the selected
image from the scratch area into the picture placeholder. You can also use this same technique to switch
pictures within the scratch area with other pictures that appear in the page.
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3.7- Using the Scratch Area- 2013 Only:

Publisher 2013 allocates the space sounding your publication as a scratch area into which it places
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pictures that you can insert into your publication pages. If you insert multiple pictures at the same time when
using either the “Insert Picture” dialog box or the “Insert Pictures” windows, Publisher will add the selected
pictures into a column within the scratch area to the right of your publication page.
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You can click and drag the pictures from the scratch area into your publication pages. Likewise, you
can click and drag a picture off of a publication page and drop it into the scratch area. You can also swap
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pictures that appear within the scratch area within pictures in the publication pages. To do this, click the
icon of the mountain shown within the middle of the picture in the scratch area and drag it onto a picture
within a publication page. When the border of the picture in the page turns pink, you can release the mouse
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button to swap the image from the scratch area with the existing picture.
You can also set a picture as the background of a publication page. To do this, right-click on a
picture within the scratch area of publication page. Then roll over the “Apply to Background” command in
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the pop-up menu that appears. Then from the side menu that appears, click either the “Fill” command to fill
the entire background of the page with the selected image or click the “Tile” command to tile the selected
image over the page.
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©TeachUcomp, Inc. Introductory Publisher 40


Basic Skills

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3.8- Inserting Clip Art and Pictures- 2010 Only:

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One of the most useful functions of Publisher is the ability to add Clip Art and other pictures to your
publication to maximize its overall appearance. Publisher provides you with a Clip Art Gallery stocked with
hundreds of images that you will find useful for enhancing your publications.

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To insert Clip Art into your publication page, you click the “Clip Art” button in the “Illustrations” button
group on the “Insert” tab in the Ribbon to open the “Clip Art” pane at the right side of the publication window.
You use the “Clip Art” pane to find and insert clip art into your page.

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In the “Clip Art” pane, you can click into the “Search for:” text box and then type words that describe
what you are searching for in regards to the content of your clip art. Then click the “Go” button to display
matching clips in the “Clip Art” pane. To insert one of the clips shown, just give it a click in the “Clip Art”
pane to insert it into your page. You can close the “Clip Art” pane when you are finished by clicking the

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small “x” button in the upper right corner of the “Clip Art” pane.
You can also insert pictures that you have saved to your computer into your Publisher publications.

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To do this, click the “Picture” button in either the “Objects” button group on the “Home” tab or the
“Illustrations” button group on the “Insert” tab in the Ribbon. Performing this task will launch the “Insert
Picture” dialog box. Here you can navigate to the folder that contains the picture that you want to insert.
When you see it in the white area inside the dialog box, click it to select it. You can then click the “Insert”
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button to insert the selected picture into your publication page.
You can also choose to insert a picture placeholder into your publication page. A picture placeholder
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allows you to allocate space in a page for a picture that you can insert later. To do this, click the “Picture
Placeholder” button in the “Illustrations” button group on the “Insert” tab in the Ribbon. A picture placeholder
will automatically be inserted into your page. You can then move and resize the placeholder as desired.
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Later on, when you want to insert a picture into the placeholder, you can simply click the “Insert Picture”
button that appears in the middle of the picture placeholder to open the “Insert Picture” dialog box. Here you
can navigate to the folder that contains the picture that you want to insert and then click the “Insert” button
to insert the selected picture into your picture placeholder. It will be inserted with cropping enabled so that
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you can crop the image, if needed. Simply click into the page when finished cropping to set the picture.
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©TeachUcomp, Inc. Introductory Publisher 41


Basic Skills

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3.9- Moving, Resizing, and Rotating Objects:

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One of the great features of Publisher is that you have the freedom to move and rearrange all of the
objects anywhere you want on a publication page. In this lesson, you will learn how to move, resize, and
rotate objects within publication pages. Before you do any of these activities, however, first click the object

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you would like to manipulate to select it. You can tell when an object has been selected because it will
appear with a solid border that contains small white circles and squares around its perimeter. These are the
resizing handles. You use these to resize the object, if needed. It will also have a small circle on a

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perpendicular line at the top of the selected object. This is the rotation handle that will allow you to rotate
the selected object.
To move a selected object within the page, place your mouse pointer over the border of the selected

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object any place where there is not a resizing handle until you see a small four-pointed arrow appear at the
end of your mouse pointer. When this occurs, click and drag the object to a new location within the page.
When the object is over the desired location, release the mouse pointer to set its new position. Note that

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this moving technique is mainly used with text boxes or other text-containing shapes. When moving
pictures, you can usually hold your mouse pointer over the graphic to see the four-pointed arrow icon
appear at the end of your mouse pointer. You can then click and drag it to a new location. You cannot do
this to move text-containing shapes, as when you click into the middle of a text-containing shape or text
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box, you place the insertion point into the text box to edit the text it contains. You should use the border to
move text-containing objects.
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You can also select an object in your page and then press the arrow keys on your keyboard to
nudge the selected object incrementally.
You can resize selected objects by using the resizing handles that surround the perimeter of the
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selected object. To do this, move your mouse pointer over the resizing handle that corresponds to the
direction in which you want to resize the object until you see you mouse pointer turn into a two-pointed
arrow. Then click and drag in either direction indicated by the arrow to change the size of the selected
object. As you click and drag you will see a dashed border appear to indicate the new size that the object
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will be when you release the mouse button. Just release the mouse button when you have achieved the
desired size. Also note that when you are resizing objects, you can resize an object in all directions at once
(proportionally) by holding down the “Ctrl” key when clicking and dragging to resize the object.
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You can rotate a selected object by placing your mouse pointer over the small circle that appears at
the top of the object until your mouse pointer turns into a circular arrow icon. When this occurs, click and
drag left or right to rotate the selected object. As you click and drag, you will see a faded version of the
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selected object appear to show where the object will be located when you release the mouse pointer.
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3.10- Deleting Objects:


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When working with a publication, eventually you will need to delete an object. To delete an object,
right-click the object to delete and select the “Delete Object” command from the pop-up menu that appears.
Another way to accomplish this task is to select the object you wish to delete, and then press the “Delete” or
“Del” key on your keyboard.
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©TeachUcomp, Inc. Introductory Publisher 42


Basic Skills

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3.11- Using Find and Replace:

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You can use the “Find & Replace” feature to replace text that you search for with replacement text
within publication pages. To do this, click the “Replace” button in the “Editing” button group on the “Home”
tab in the Ribbon to open the “Find and Replace” window in the Task Pane. Enter a word or phrase for

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Publisher to find by typing it into the “Search for” field. Then enter a word or phrase to replace it with by
typing that into the “Replace with” field. You can then check any options you want within the “Find options”
section to restrict the search, if needed. You can then click “Find Next” to find the text you entered. You can

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then click the “Replace” button to replace the selected instance. You can repeat this process until finished.
Alternately, you can click the “Replace All” button to replace all instances found automatically.

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3.12- Using AutoCorrect:

When adding text to a publication, you may make typographical errors. You may swap the “i” and “e”

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in certain words, or forget a second “r,” for example. A common error is typing the word “the” as “teh.” The
AutoCorrect feature recognizes some of these commonly misspelled words and automatically corrects them
for you. The best part of AutoCorrect is that it is automatically enabled when you use Publisher. Another
handy feature of AutoCorrect is that you can add your own word that you commonly misspell or mistype.
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To see the AutoCorrect options, select the “File” tab in the Ribbon and then click the “Options"
command at the left side of the Backstage View. In the “Publisher Options” dialog box that appears, click
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the “Proofing” category at the left side of the dialog box. You can then click the “AutoCorrect Options…”
button that appears to the right to open the “AutoCorrect” dialog box.
In this dialog box, you can check any options you want to enable. Useful options include checking
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the “Correct TWo INitial CApitals” checkbox to automatically correct mistakes when you accidentally hold
the “Shift” key too long. You can check the “Capitalize first letter of sentence” checkbox to automatically
correct mistakes when you forget to capitalize the first letter of a sentence. You can also check the
“Capitalize first letter of table cells” checkbox to automatically correct capitalization mistakes in table cells.
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You can check the “Capitalize names of days” checkbox to automatically correct mistakes when you forget
to capitalize names of days. You can check the “Correct accidental use of cAPS LOCK key” to automatically
correct mistakes when you accidentally leave the “Caps Lock” key on when typing.
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If there are certain words or chains of letters that you do not want Publisher to automatically fix, you
can add them to the “Exceptions” section. To do this, click the “Exceptions…” button. Here, on the “First
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Letter” tab, you can add abbreviations after which you do not want Publisher to capitalize the first letter of
the following word. Normally, a period followed by a space lets Publisher know the sentence is finished.
This causes the first letter of the next word to be capitalized by the AutoCorrect feature. On the “INitial
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CAps” tab, you can add words you do not want Publisher to change when you type them with more than
one initial capital letter. For example, if your company name was “IMperfect,” as in “I Am Perfect” as
opposed to “Imperfect,” you could add “IMperfect” to the list of spellings not to be corrected. You can also
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add words you simply do not want Publisher to correct on the “Other Corrections” tab. For example, if your
last name was “Freind,” you could add that to the list so that Publisher did not change the spelling to
“Friend.” Then click the “OK” button when you are finished to close the “Exceptions” dialog box.
To add a word that you commonly misspell, type the word the way you misspell it into the “Replace:”
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field and the correct spelling into the “With:” field. Once you have done this, click the “Add” button. You can
repeat this process to add words you commonly misspell. The “AutoFormat As You Type” tab of the
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“AutoCorrect” dialog box allows you to change other AutoCorrect features dealing with quotes, hyphens and
lists. Click “OK” to set the AutoCorrect options when finished. Then click “OK” in the “Options” dialog box.

©TeachUcomp, Inc. Introductory Publisher 43


Basic Skills

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3.13- Inserting WordArt:

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WordArt is text that is created and formatted as if it were a shape. Therefore, you can use many of
the same formatting techniques and styles that you use when formatting shapes to also modify WordArt. To
insert WordArt into your publication, click the “Insert” tab in the Ribbon and then click the “WordArt” button

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within the “Text” button group. This will display a list of WordArt styles for you to select from in a drop-down
menu. Click to select the style that you like and open the “Edit WordArt Text” dialog box. In this dialog box,
enter the text that you want the WordArt to display into the “Text:” field. You can select the font to use from

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the “Font:” drop-down. Then set a size for the font by using the “Size:” drop-down. You can click either the
bold or italics buttons to apply those to the text, if desired.
After typing the text for the WordArt to display, click the “OK” button to automatically insert the
WordArt into the publication page. Now you can modify its properties by using the “Format” tab in the

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“WordArt Tools” contextual tab located in the Ribbon. Most of the buttons and groups displayed on this tab
are the exact same ones that you can set for shapes, so you should review the lesson “Formatting Shapes”

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to learn how to format WordArt, as well.
However, there is a group at the left end of this tab called “Text” that is unique to WordArt. The
buttons in this group allow you to make changes to the text displayed in the WordArt. You can click the “Edit
Text” button to reopen the “Edit WordArt Text” dialog box where you can edit the text, if needed. You can
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click the “Spacing” button to display a drop-down menu of choices that allow you to set the amount of
spacing between letters in your WordArt. Clicking the “Even Height” button allows you to make all of the
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letters in your WordArt the same height- both uppercase and lowercase. Clicking the “Vertical Text” button
toggles the letters in the WordArt between a vertical and horizontal display each time that you click this
button. Clicking the “Alignment” button allows you to set the horizontal alignment of each line of text
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displayed within the WordArt.


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©TeachUcomp, Inc. Introductory Publisher 44


ACTIONS-
Basic Skills

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INSERTING TEXT BOXES:

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1. To insert a text box, click the “Draw Text Box” button in either the “Objects” button group on the “Home”
tab or the “Text” button group on the “Insert” tab within the Ribbon.
2. When you do this, your mouse pointer will turn into a black crosshair.

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3. Click and drag over the area within the publication that you want the text box to cover.
4. When you release the mouse button, you will create the text box and the blinking insertion marker for
the text you will type will appear within the text box.

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5. You can then type the text that you want the text box to contain.

INSERTING SHAPES:

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1. To insert shapes into your page click the “Shapes” button in either the “Objects” button group on the
“Home” tab or the “Illustrations” button group on the “Insert” tab within the Ribbon.

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2. Roll your mouse pointer over the shape you want to insert and then click it to select it.
3. Your mouse pointer will appear as a black crosshair when you place it back over the slide. Decide
where you want the shape, and then click and drag across the area in the page where you want the
selected shape to appear. It will be inserted into your page when you release your mouse button.
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4. You can hold down the “Shift” key as you click and drag while drawing to create a “perfect” version of a
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selected shape.
5. If you don’t care about setting the size of the shape as you insert it, start by selecting the shape from the
Ribbon using the “Shapes” button as you normally would.
6. Then you hold down the “Shift” key on your keyboard.
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7. Then you click once at the place in the page where you want to position the upper left corner of the
shape. Publisher will insert a shape with a default size into the position at which you clicked.
8. To draw several of the same shapes without having to go back and re-select the same shape from the
“Shapes” button over and over again, right-click on the shape you want to draw in the drop-down menu,
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instead of clicking it.


9. From the pop-up menu that appears, click the “Lock Drawing Mode” command.
10. Now you can draw as many instances of the selected shape as you wish.
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11. You can cancel the drawing mode lock by pressing the “Esc” key on your keyboard.
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ADDING TEXT TO SHAPES:


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1. Click the shape to which you want to add text to select it.
2. Start typing the text that you want the shape to contain.
3. As you are adding text to shapes and text boxes, if you add more text than can be displayed within the
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selected shape the resizing handles that appear around the border of the object will turn red to let you
know that the shape contains more text than it can display. You will also see an ellipsis mark (…)
appear on the border of the selected object to let you know that the text is overflowing the shape.
4. To fix this, you can resize the shape so that it is large enough to display the text that it contains or you
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can link the text in the shape to another, empty shape and the overflow text will then display in the
second shape.
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©TeachUcomp, Inc. Introductory Publisher 45


ACTIONS-
Basic Skills

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INSERTING YOUR OWN PICTURES- 2013 ONLY:

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1. Click the “Insert” tab in the Ribbon and then click the “Picture” button in the “Illustrations” button group to
open the “Insert Picture” dialog box.
2. Use this dialog box to navigate to the folder that contains the picture you want to insert.

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3. Once you see the picture you want to insert appear in the large white window within this dialog box,
click it to select it, and then click the “Insert” button at the bottom of the screen.
4. The picture you selected will then be inserted into your publication.

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INSERTING ONLINE PICTURES- 2013 ONLY:

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1. To insert an image from an online resource, click the “Insert” tab in the Ribbon and then click the “Online
Pictures” button in the “Illustrations" button group to display the “Insert Pictures” window.

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2. Within this window you can see the various types of online resources that you can use to browse for
pictures to insert.
3. To insert pictures that are available from Office.com, type a keyword for which you want to search for
associated pictures into the “Search Office.com” text box.
4. Then click the “Search” button at the right end of the text box to display pictures that match the keyword
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you entered.
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5. Scroll through the listing of matching pictures until you find one that you want to insert.
6. You can then click on the picture that you want to insert, and then click the “Insert” button at the bottom
of the window to insert the selected picture into your publication.
7. To select multiple pictures to insert, click the first picture to insert, hold down the “Ctrl” key on your
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keyboard, and then click any other pictures that you want to select.
8. Once they are selected, you can then click the “Insert” button to insert the selected pictures into the
scratch area to the right of your publication.
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INSERTING PICTURE PLACEHOLDERS- 2013 ONLY:


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1. Click the “Picture Placeholder” button in the “Illustrations” button group on the “Insert” tab in the Ribbon.
2. A picture placeholder will automatically be inserted into your page.
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3. You can then move and resize the placeholder as desired.


4. Later, when you want to insert a picture into the placeholder, you can click the “Insert Picture” button
that appears in the middle of the picture placeholder to open the “Insert Pictures” window.
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5. You can then select a picture to insert from your computer or from the available online resources to
insert the selected picture into your picture placeholder.
6. Note that you can also insert any picture that is shown within the scratch area of your publication into a
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picture placeholder. To do this, click the icon of the mountain that is shown within the middle of the
picture to insert in the scratch area and drag the picture onto the picture placeholder in the page.
7. When the border of the picture placeholder turns pink, you can then release the mouse button to insert
the selected image from the scratch area into the picture placeholder.
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ACTIONS-
Basic Skills

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USING THE SCRATCH AREA- 2013 ONLY:

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1. Publisher 2013 allocates the space sounding your publication as a scratch area into which it places
pictures that you can insert into your publication pages.
2. If you insert multiple pictures at the same time when using either the “Insert Picture” dialog box or the

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“Insert Pictures” windows, Publisher will add the selected pictures into a column within the scratch area
to the right of your publication page.
3. You can click and drag the pictures from the scratch area into your publication pages.

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4. Likewise, you can click and drag a picture off of a publication page and drop it into the scratch area.
5. To swap pictures that appear within the scratch area with pictures in the publication pages, click the icon
of the mountain shown within the middle of the picture in the scratch area and drag it onto a picture

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within a publication page.
6. When the border of the picture in the page turns pink, you can release the mouse button to swap the
image from the scratch area with the existing picture.

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7. To set a picture as the background of a publication page, right-click on a picture within the scratch area
of publication page.
8. Then roll over the “Apply to Background” command in the pop-up menu that appears.
9. Then from the side menu that appears, click either the “Fill” command to fill the entire background of the
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page with the selected image or click the “Tile” command to tile the selected image over the page.
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INSERTING CLIP ART AND PICTURES- 2010 ONLY:
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1. To insert Clip Art into your publication page, click the “Clip Art” button in the “Illustrations” button group
on the “Insert” tab in the Ribbon to open the “Clip Art” pane at the right side of the publication window.
2. In the “Clip Art” pane, you can click into the “Search for:” text box and then type words that describe
what you are searching for in regards to the content of your clip art.
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3. Click the “Go” button to display matching clips in the “Clip Art” pane.
4. To insert one of the clips shown, just give it a click in the “Clip Art” pane to insert it into your page.
5. You can close the “Clip Art” pane when you are finished by clicking the small “x” button in the upper
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right corner of the “Clip Art” pane.


6. To insert pictures that you have saved to your computer, click the “Picture” button in either the “Objects”
button group on the “Home” tab or the “Illustrations” button group on the “Insert” tab in the Ribbon.
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7. In the “Insert Picture” dialog box that appears, navigate to the folder that contains the picture that you
want to insert. When you see it in the white area inside the dialog box, click it to select it.
8. You can then click the “Insert” button to insert the selected picture into your publication page.
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9. To insert a picture placeholder into your publication page, click the “Picture Placeholder” button in the
“Illustrations” button group on the “Insert” tab in the Ribbon. A picture placeholder will automatically be
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inserted into your page.


10. You can then move and resize the placeholder as desired. Later on, when you want to insert a picture
into the placeholder, you can simply click the “Insert Picture” button that appears in the middle of the
picture placeholder to open the “Insert Picture” dialog box.
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11. Here you can navigate to the folder that contains the picture that you want to insert and then click the
“Insert” button to insert the selected picture into your picture placeholder.
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12. It will be inserted with cropping enabled so that you can crop the image, if needed. Simply click into the
page when finished cropping to set the picture.

©TeachUcomp, Inc. Introductory Publisher 47


ACTIONS-
Basic Skills

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MOVING, RESIZING, AND ROTATING OBJECTS:

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1. To move a selected object, place your mouse pointer over the border of the selected object any place
where there is not a resizing handle until you see a small four-pointed arrow appear at the end of your
mouse pointer.

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2. When this occurs, click and drag the object to a new location within the page.
3. When the object is over the desired location, release the mouse pointer to set its new position.
4. Note that this moving technique is mainly used with text boxes or other text-containing shapes. When

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moving pictures, you can usually hold your mouse pointer over the graphic to see the four-pointed arrow
icon appear at the end of your mouse pointer and then click and drag it to a new location.
5. You can also select an object in your page and then press the arrow keys on your keyboard to nudge

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the selected object incrementally.
6. You can resize selected objects by placing your mouse pointer over the resizing handle that
corresponds to the direction in which you want to resize the object until you see you mouse pointer turn

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into a two-pointed arrow.
7. Then click and drag in either direction indicated by the arrow to change the size of the selected object.
8. As you click and drag you will see a dashed border appear to indicate the new size that the object will
be when you release the mouse button.
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9. Release the mouse button when you have achieved the desired size.
10. When you are resizing objects, you can resize an object in all directions at once (proportionally) by
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holding down the “Ctrl” key when clicking and dragging to resize the object.
11. You can rotate a selected object by placing your mouse pointer over the small circle that appears at the
top of the object until your mouse pointer turns into a circular arrow icon.
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12. When this occurs, click and drag left or right to rotate the selected object.
13. As you click and drag, you will see a faded version of the selected object appear to show where the
object will be located when you release the mouse pointer.
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DELETING OBJECTS:
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1. To delete an object, right-click the object you want to delete and select “Delete Object” from the pop-up
menu that appears.
2. Another way to accomplish this task is to select the object you wish to delete and then press the
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“Delete” or “Del” key on your keyboard.


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USING FIND AND REPLACE:

1. Click the “Replace” button in the “Editing” button group on the “Home” tab in the Ribbon to open the
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“Find and Replace” window in the Task Pane.


2. Enter a word or phrase for Publisher to find by typing it into the “Search for” field.
3. Then enter a word or phrase to replace it with by typing that into the “Replace with” field.
4. You can then check any options you want within the “Find options” section to restrict the search.
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5. You can then click “Find Next” to find the text you entered.
6. You can then click the “Replace” button to replace the selected instance.
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7. You can repeat this process until finished.


8. Alternately, you can click the “Replace All” button to replace all instances found automatically.

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ACTIONS-
Basic Skills

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USING AUTOCORRECT:

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1. To see the AutoCorrect options, select the “File” tab in the Ribbon and then click the “Options"
command button in the left side of the Backstage View.
2. In the “Publisher Options” dialog box that appears, click the “Proofing” category at the left side of the

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dialog box.
3. You can then click the “AutoCorrect Options…” button that appears to the right to open the
“AutoCorrect” dialog box.

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4. In this dialog box, you can check any options you want to enable.
5. You can check the “Correct TWo INitial CApitals” checkbox to automatically correct mistakes when you
accidentally hold the “Shift” key too long.
6. You can check the “Capitalize first letter of sentence” checkbox to automatically correct mistakes when

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you forget to capitalize the first letter of a sentence.
7. You can also check the “Capitalize first letter of table cells” checkbox to automatically correct

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capitalization mistakes in table cells.
8. You can check the “Capitalize names of days” checkbox to automatically correct mistakes when you
forget to capitalize names of days.
9. You can check the “Correct accidental use of cAPS LOCK key” to automatically correct mistakes when
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you accidentally leave the “Caps Lock” key on when typing.
10. If there are certain words or chains of letters that you do not want Publisher to automatically fix, you can
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add them to the “Exceptions” section. To do this, click the “Exceptions…” button.
11. On the “First Letter” tab, you can add abbreviations after which you do not want Publisher to capitalize
the first letter of the following word.
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12. On the “INitial CAps” tab, you can add words you do not want Publisher to change when you type them
with more than one initial capital letter.
13. You can also add words you simply do not want Publisher to correct on the “Other Corrections” tab.
14. Then click the “OK” button when you are finished to close the “Exceptions” dialog box.
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15. To add a word that you commonly misspell, simply type the word the way you misspell it into the
“Replace:” field and the correct spelling into the “With:” field.
16. Once you have done this, click the “Add” button.
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17. You can repeat this process to add words you commonly misspell.
18. The “AutoFormat As You Type” tab of the “AutoCorrect” dialog box allows you to change other
AutoCorrect features dealing with quotes, hyphens and lists.
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19. Click “OK” to set the AutoCorrect options when finished.


20. Then click “OK” in the “Options” dialog box.
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©TeachUcomp, Inc. Introductory Publisher 49


ACTIONS-
Basic Skills

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INSERTING WORDART:

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1. To insert WordArt into your publication, click the “Insert” tab in the Ribbon and then click the “WordArt”
button within the “Text” button group.
2. This will display a list of WordArt styles for you to select from in a drop-down menu.

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3. Select the style that you like to open the “Edit WordArt Text” dialog box.
4. In this dialog box, enter the text you want the WordArt to display into the “Text:” field.
5. You can select the font to use from the “Font:” drop-down.

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6. Set a size for the font by using the “Size:” drop-down.
7. You can click either the bold or italics buttons to apply those to the text, if desired.
8. After typing the text for the WordArt to display, click the “OK” button to automatically insert the WordArt

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into the publication page.
9. Now you can modify its properties by using the “Format” tab in the “WordArt Tools” contextual tab
located in the Ribbon. Most of the buttons and groups displayed on this tab are the exact same ones

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that you can set for shapes, so you should review the lesson on “Formatting Shapes” to learn how to
format WordArt, as well.
10. However, there is a group at the left end of this tab called “Text” that is unique to WordArt. The buttons
in this group allow you to make changes to the text displayed in the WordArt.
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11. You can click the “Edit Text” button to reopen the “Edit WordArt Text” dialog box where you can edit the
text, if needed.
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12. You can click the “Spacing” button to display a drop-down menu of choices that allow you to set the
amount of spacing between letters in your WordArt.
13. Clicking the “Even Height” button allows you to make all of the letters in your WordArt the same height-
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both uppercase and lowercase.


14. Clicking the “Vertical Text” button toggles the letters in the WordArt between a vertical and horizontal
display each time that you click this button.
15. Clicking the “Alignment” button allows you to set the horizontal alignment of each line of text displayed
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within the WordArt.


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©TeachUcomp, Inc. Introductory Publisher 50


EXERCISES-
Basic Skills

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Purpose:

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1. To manipulate objects and add text to a publication in Publisher 2013.

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Exercises:

1. Open the “Brochure” publication that was created in the Exercise at the end of Chapter 2.
2. Select page number one.

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3. Select the text in the frame that says “Product/Service Information” by clicking and dragging over it.
4. Replace this text with “Product Brochure.”
5. In the middle panel there is a small “Organization” logo. Resize and move the logo to make it larger

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and centered over the business information text box.
6. Click on the picture that appears underneath the “Product Brochure” title to select it.
Click the “Online Pictures” button in the “Illustrations” button group on the “Insert” tab in the Ribbon.

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7.
8. Click the “Clip Art” button that appears in the “Illustrations” button group on the “Insert” tab in the
Ribbon.
9. Type “business” into the “Search Office.com” text box, and then click the “Search” button at the right
end of the text box. n
10. Click on a picture that you like.
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11. Click the “Insert” button at the bottom of the “Insert Pictures” window to insert it into the brochure.
12. Click and drag the picture that you just inserted into the scratch area to the right of the publication.
13. Click the mountain icon shown in the middle of the picture in the scratch area and then drag the
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picture onto the picture file that appears underneath the “Product Brochure” title until the picture
shows a pink border.
14. Then release the picture to swap the two pictures.
15. Click “Save” in the Quick Access toolbar to save your changes.
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16. Click the “X” button in the upper right corner of the application window to close the publication.
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©TeachUcomp, Inc. Introductory Publisher 51


EXERCISES-
Basic Skills

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Purpose:

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1. To manipulate objects and add text to a publication in Publisher 2010.

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Exercises:

1. Open the “Brochure” publication that was created in the Exercise at the end of Chapter 2.
2. Select page number one.

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3. Select the text in the frame that says “Product/Service Information” by clicking and dragging over it.
4. Replace this text with “Product Brochure.”
5. In the middle panel there is a small “Organization” logo. Resize and move the logo to make it larger

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and centered over the business information text box.
6. Click on the picture that appears underneath the “Product Brochure” title to select it.
Delete the logo by pressing the “Delete” key on your keyboard.

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7.
8. Click the “Clip Art” button that appears in the “Illustrations” button group on the “Insert” tab in the
Ribbon.
9. Type “business” into the “Search for:” text box, and then click the “Go” button.
10. Click on a clip that you like to insert it into the brochure.
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11. Click the small “x” in the upper right corner of the “Clip Art” pane to close it.
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12. Click and drag the shape underneath the “Product Brochure” text.
13. Resize the clip art so that it fits underneath the “Product Brochure” text.
14. Click “Save” in the Quick Access toolbar to save your changes.
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15. Click the “X” button in the upper right corner of the application window to close the publication.
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©TeachUcomp, Inc. Introductory Publisher 52


CHAPTER 4-
Formatting Objects

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4.1- Formatting Text

4.2- Formatting Shapes

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4.3- Formatting Pictures

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©TeachUcomp, Inc. Introductory Publisher 53


Formatting Objects

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4.1- Formatting Text:

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In Publisher, you cannot apply font formatting to a text-containing object if it is selected as an object.
When selected as an object, you can only apply shape formatting to the object even if the shape contains
text. To apply text formatting to text contained within an object, you must click into the text within the object

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and then select the text to which you want to apply font formatting.
Once you have selected your text, you can click the buttons available in the “Font” button group on
either the “Home” tab or the “Format” tab of the “Text Box Tools” contextual tab in the Ribbon to apply font

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formatting. You can hold your mouse pointer over any button shown in this button group to see a screen tip
that shows the name and function of each button. Note that some buttons, such as the “Font Color” button,
have a small drop-down arrow on them that you can click to select a choice from a drop-down menu. Other
buttons, such as “Bold” and “Italic,” are simply toggle buttons that either apply or remove the formatting

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specified by the button. Also notice the “Clear Formatting” button, which removes all text formatting from
selected text, returning it to plain text within a text-containing shape.

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Alternately, if you select text within an object, you can simply hold your mouse pointer over selected
text and wait for the Mini toolbar to appear. You can then use the formatting buttons in the Mini toolbar to
apply many common font formatting options.
For advanced users, you can set all font formatting options for selected text by clicking the “Font”
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dialog box button in the lower right corner of the “Font” button group on either the “Home” tab or the
“Format” tab of the “Text Box Tools” contextual tab in the Ribbon. In the “Font” dialog box that appears you
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can access many text effects. Use the various drop-down menus and checkboxes to apply the formatting
you want. At the bottom of the dialog box is a preview of how the selected font formatting will appear. You
can click the “Apply” button to apply the formatting and leave the “Font” dialog box open, or you can click
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the “OK” button to apply the formatting and then close the dialog box.
You can apply paragraph formatting to selected text by clicking the buttons available within the
“Paragraph” button group on the “Home” tab within the Ribbon. Here you will find bullets and numbering,
line spacing, paragraph alignment, and special characters. Like “Font” formatting, you can also click the
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“Paragraph” dialog box launcher button in the lower right corner of this button group to open the
“Paragraph” dialog box. In this dialog box you can set the properties shown on the three tabs available:
“Indents and Spacing,” “Tabs,” and “Line and Paragraph Breaks.” Make your desired paragraph formatting
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settings on these tabs, and then click the “OK” button to apply them.
You can also apply predefined styles to selected text. Styles allow you to create a consistent
appearance of the text within your publication- such as “Title” text and “Heading” text. To apply a style to
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selected text, click the “Styles” drop-down button in the “Styles” button group on the “Home” tab in the
Ribbon and then select the desired text style to apply from the drop-down menu.
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In the “Arrange” button group on the “Home” tab in the Ribbon, you will find options you can apply to
selected text within a shape, as well as options that apply to the entire shape. You can click the “Wrap Text”
drop-down to select a style of text wrapping to apply to text within a text box. You can click either the “Bring
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Forward” or “Send Backward” drop-down buttons to change the order in which the selected object overlaps
other objects on the page. You can click the “Align” button to choose one of the available alignment options
displayed within the drop-down button’s menu of choices. If you have multiple objects simultaneously
selected in your page, you can click the “Group” button to group the individual shapes together as a single
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unit. Clicking the “Ungroup” choice will split grouped objects back into their individual components. You can
click the “Rotate” button to select a rotation option for the selected object from the drop-down menu of
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rotation choices.
You can also click the “Format” tab of the “Text Box Tools” contextual tab within the Ribbon to see
other attributes that you can apply to selected text in a text box, as well as to the text box itself.

©TeachUcomp, Inc. Introductory Publisher 54


Formatting Objects

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4.1- Formatting Text- (cont'd.):

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If you have text selected, you can click the “Text Fit” drop-down button in the “Text” button group on
the “Format” tab of the “Text Box Tools” contextual tab within the Ribbon to apply a selected method of
fitting text within its shape. You can click the “Text Direction” button to alternate the text between vertical

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and horizontal display. You can click the “Hyphenation” button to open the “Hyphenation” dialog box where
you can set whether or not to automatically hyphenate text within a text box and where the hyphenation
should occur. You can click the “Manual…” button in this dialog box to manually set hyphenation, if desired.

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When finished, click the “OK” button. Also note that you can click the “Format Text Box” launcher that
appears in the lower right corner of the “Text” button group on the “Format” tab of the “Text Box Tools”
contextual tab in the Ribbon to open the “Format Text Box” dialog box and display the “Text Box” tab. This
dialog box allows you to set all of the text box properties available. When finished, you can click the “OK”

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button to apply them.
The “Font” button group shown on the “Format” tab of the “Text Box Tools” contextual tab in the

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Ribbon displays the same choices that you have displayed in the “Font” button group on the “Home” tab in
the Ribbon. In the “Alignment” button group on this tab, you can set the horizontal and vertical alignment of
text within the shape by clicking a desired button. You can also click the “Columns” and “Margins” buttons to
set column display in a shape or to set internal margin size.
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In the “Linking” button group you can create a link between text boxes so that overflow text from the
first text box will appear in the second text box. This allows you to continue a story across multiple text
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boxes on different pages, which can be useful for newsletter publications. To do this, select the first text box
that contains the text you wish to link. Then click the “Create Link” button. Next, click on the empty text box
where you want the overflow text to appear to create a link between the two boxes. Arrows will appear on
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these text boxes once they are linked, and you can click the arrows to easily move between the two linked
boxes. Once linked, you can click the “Break” button in the “Create Link” button group to break a link. You
can also click the “Next” and “Previous” buttons to jump between linked text boxes quickly.
If using Publisher 2010, then in the “Effects” button group on the “Format” tab of the “Text Box
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Tools” contextual tab in the Ribbon, you can click the “Shadow,” “Outline,” “Engrave,” or “Emboss” toggle
buttons to apply and remove those styles to selected text.
If using Publisher 2013, in the “WordArt Styles” button group on the “Format” tab of the “Text Box
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Tools” contextual tab in the Ribbon, you can click a WordArt style shown to apply it to selected text. You
can click the “Text Fill” drop-down button in this same button group to choose a fill color for the selected
text. You can click the “Text Outline” drop-down button to choose a color, weight, dash style, and outline
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effects for the selected text. You can click the “Text Effects” drop-down button to select a type of text effect,
grouped by category, to apply to the selected text from the drop-down menu that appears.
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In the “Typography” button group on the “Format” tab of the “Text Box Tools” contextual tab in the
Ribbon, you can click the “Drop Cap” drop-down to select a style of drop cap for the selected text. If the text
you select is numeric, you can use the “Number Style” drop-down to choose a number style. You can click
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the “Ligatures” drop-down to set a desired ligature style for the text, which can improve readability. For
some types of fonts, you can use the “Stylistic Sets” drop-down to select a set of alternate character shapes
for the selected text. If the font you’ve selected includes decorative characters, you can click the “Swash”
button to enable flourishes in the selected text. For some types of fonts, you can use the “Stylistic Alternate”
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drop-down to select a set of different character shapes for the selected text.
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©TeachUcomp, Inc. Introductory Publisher 55


Formatting Objects

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4.2- Formatting Shapes:

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Before you can apply formatting to a shape, you need to click it to select it. If selecting a text box or
WordArt as a shape, ensure that you click on its border so that the border appears as a solid line. That
indicates that the shape itself has been selected, and not its text. Once the shape has been selected, you

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will see the “Format” tab of the “Drawing Tools” contextual tab appear in the Ribbon. This tab provides you
with several formatting options for the selected object.
At the left end of the “Format” tab in the “Drawing Tools” contextual tab in the Ribbon is the “Insert

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Shapes” button group. The large scroll box in this group contains quick access to the shapes that you can
insert and functions in the exact same way that the “Shapes” button on the “Insert” tab does.
To the right of that are two additional buttons: the “Edit Shape” button and the “Edit Text” button. For
shapes drawn by hand, such as the “Scribble” shape, you can click the “Edit Shape” button after drawing

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the object to display its editing points. You can then click and drag the editing points to change the contours
of the shape.

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If using Publisher 2013, you will see the “Change Shape” button. You can click this button to view a
drop-down listing of the various shapes you can substitute for the selected shape. Note that this button
appears within the “Shape Styles” button group on this tab in Publisher 2010.
You can click the “Edit Text” button to add text to a selected shape or edit text within an existing
shape by placing the shape into its text-editing mode. n
In the “Shape Styles” section, you can make stylistic changes to your shape that affect the
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appearance of the fill and the line of the shape. You can scroll through the choices shown in the large scroll
box of preset shape appearances and click the one that you would like to apply to your shape. You can also
use the buttons available to the right of the scroll box to customize the appearance of your shape.
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You can use the “Shape Fill” drop-down to fill the inside of your shape with one of the many
available colors, pictures, gradients, or textures available. Note this button is unavailable for shapes that do
not contain any fillable area, such as lines and arrows. To select a fill color, click one of the color choices
shown in the “Shape Fill” button’s drop-down menu. If the colors shown aren’t quite what you need, you can
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select the “More Fill Colors…” command to open the “Colors” dialog box.
In the “Colors” dialog box, you can create almost any color you desire. You can click the “Standard”
tab and then select one of the colors shown in the honeycomb of color choices or you can click the
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“Custom” tab and then select the color you want. If you need an exact PANTONE® color match, you can
select that from the PANTONE® tab. At the bottom of these tabs, you can use the “Transparency” slider to
set the level of color transparency to apply. If you opened the “Color” dialog box, click the “OK” button once
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you have made a choice to apply the selected color.


To fill a selected shape with another sampled color from within the publication, select the “Sample
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Fill Color” command from the drop-down menu and then click the color in the page you wish to sample.
If you apply a fill effect to a shape and then want to remove it, you can select the “No Fill” command
in the “Shape Fill” button’s drop-down menu to remove any fill effect.
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You can insert a picture into your shape as a fill effect by choosing the “Picture…” command from
the “Shape Fill” button’s drop-down menu of choices to open the “Select Picture” dialog box. Here you can
navigate to and then select the picture to use as the fill effect for the selected shape.
You can apply a gradient to a selected shape by rolling your mouse pointer over the “Gradient”
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command in the “Shape Fill” button’s drop-down menu and then clicking on the preset gradient you want to
apply to the shape.
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To add a texture to a shape, choose the “Texture” command from the “Shape Fill” button’s drop-
down menu and then click on the texture to apply from the choices shown in the side menu.
You can also click the “Pattern…” command from the “Shape Fill” button’s drop-down menu to open

©TeachUcomp, Inc. Introductory Publisher 56


Formatting Objects

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4.2- Formatting Shapes (cont'd.):

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the “Fill Effects” dialog box and show the “Pattern” tab. Here you can select a “Foreground” and
“Background” color from the color pickers available. Then you simply click on the desired pattern in the
“Pattern” section, and click the “OK” button to apply it as a fill effect for the selected shape.

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Back in the “Shape Styles” button group on the “Format” tab of the “Drawing Tools” contextual tab in
the Ribbon, you will find the “Shape Outline” drop-down button. The choices that you make here affect the
appearance of the lines in the shape. This is also the button that you can use to alter the appearance of

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shapes that are nothing more than lines- such as the line shape or the arrow shape.
If you click the “Shape Outline” button, you will see that you can select a color shown in the color
palette of choices shown to change the line color of your selected shape. To remove the line color, select
the “No Outline” choice from the “Shape Outline” button’s drop-down menu.

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To change the width of the shape’s outline, make a selection from the side menu of choices that
appears when you roll your mouse pointer over the “Weight” command in the “Shape Outline” button’s drop-

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down menu. Likewise, you can choose a different dash style for the outline from the choices available in the
side menu that appears when you roll your mouse pointer over the “Dashes” command.
If formatting a line shape or arrow shape, you can change the end points on the line or arrow by
making a choice from the side menu that appears when you roll your mouse pointer over the “Arrows”
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command in the “Shape Outline” button’s drop-down menu of choices.
Also, like the fill color, you can select the “Pattern…” command to create a patterned line.
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If using Publisher 2010, then in the “Shape Styles” button group on the “Format” tab of the “Drawing
Tools” contextual tab in the Ribbon you will see the “Change Shape” button which you can click to view a
drop-down listing of shapes that you can substitute for the selected shape within the publication page.
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If using Publisher 2013, you can click the “Shape Effects” drop-down button to select a type of
shape effect, grouped by category, to apply to the selected shape from the drop-down menu that appears.
If using Publisher 2010, you can click the click the “Shadow Effects” drop-down button in the
“Shadow Effects” button group on this tab to select a shadow style. You can roll over the “Shadow Color”
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command in this drop-down menu to choose a color for your shadow. To the right of that button, you can
click the “Nudge Shadow” buttons to nudge the shadow in the indicated direction. You can click the “Turn
Shadow On/Off” button to toggle the shadow display on or off.
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If using Publisher 2010 then in the “3-D Effects” section, you can click the “3-D Effects” drop-down
button to apply a 3D shape effect. At the bottom of this drop-down menu, you can roll over the “3-D Color”
command to select a 3D color. You can select “Depth,” “Direction,” “Lighting,” or “Surface” to change any of
or

those aspects, as well. To the right of that, use the “Tilt” buttons to tilt the 3-D object in the direction shown
by the arrows. You can also click the “3-D On/Off” button to toggle the 3-D effects on or off.
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In Publisher 2013:2010, the buttons shown in the “Arrange” button group of the “Format” tab in the
”Drawing Tools” contextual tab allow you to change the placement and text wrapping of the selected shape.
You can click the “Text Wrapping” drop-down button to select one of the preset text wrapping options. If you
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have overlapping shapes, you can click either the “Bring Forward” or “Send Backward” drop-down buttons
to change the order that the shapes overlap each other. You can click the “Align” button to choose one of
the available alignment options. You can click the “Group” button to group multiple selected shapes
together as a single unit. You can click the “Ungroup” button to break a grouped shape back into its
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separate components. You can click the “Rotate” button to select a rotation option for the selected shape.
Like images, you can use the “Size” section to resize a shape. You can use the spinner arrows at
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the right end of either the “Shape Height:” or “Shape Width:” spinner boxes to increase or decrease the
height or width of the selected shape. You can also click the “Measurement” button to display the
measurement panel where you can enter very specific measurements for the text box or shape.

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4.3- Formatting Pictures:

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Once you select a picture, the “Picture Tools” contextual tab appears with the “Format” tab
displayed. This tab contains functions you can use to quickly and easily format pictures.
You can click the “Pictures” button in the “Insert” button group on the “Format” tab of the “Picture

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Tools” contextual tab in the Ribbon to open the “Insert Pictures” window. You can then use this window to
insert pictures from a file on your computer or from various online resources.
The buttons in the “Adjust” button group allow you to make image adjustments to a selected picture.

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If using Publisher 2013, you can click the “Corrections” button to select from the preset adjustment options
shown in the drop-down menu. Selecting the “Picture Correction Options…” command at the bottom of the
drop-down will display the “Picture” tab within the “Format Picture” dialog box. If using Publisher 2010, you
can click the “Brightness” and “Contrast” buttons to choose brightness and contrast settings.

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In Publisher 2013:2010, you can click the “Recolor” drop-down button to select one of the many
preset coloring tints to apply. You can also roll over the “More Variations” command to select a coloring

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choice from the palette of colors that appears.
You can click the “Compress Pictures” button to open the “Compress Pictures” dialog box where you
can check the checkboxes and select the desired option buttons to set your desired compression options.
Once you have the settings you desire, you can click the “Compress” button to compress the pictures you
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choose. You can select the “Change Picture” button to either remove or change the selected picture. You
can click the “Reset Picture” button to reset changes that you have made to a picture.
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If you have two pictures selected, you can swap the images in the page so that they will trade
location and formatting. To do this, select the two pictures to swap and then click the “Swap” button in the
“Swap” button group. To swap the formatting between the pictures without swapping their locations, click
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the drop-down below the “Swap” button and select the “Swap Formatting Only” command.
The next group in the “Format” tab of the “Picture Tools” contextual tab is the “Picture Styles” button
group. You can click any picture style shown in this area to apply it to the selected picture. To add a picture
border, click the “Picture Border” drop-down button and then click the color of the border you want to use.
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As when formatting shapes, you can select the “More Outline Colors…” or “Sample Outline Color”
commands from the drop-down menu to apply a custom color or use a sampled color from the page.
To quickly change the thickness of the picture border, or add a dashed border versus a solid border,
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you can use the “Picture Border” drop-down button, as well. If you roll over the “Weight” command in the
“Picture Border” button’s drop-down menu you can select a different line thickness from the choices shown.
You can roll over the “Dashes” command to select a dash style to use, versus using the default solid border.
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You can click the “Pattern…” command in the “Picture Border” button’s drop-down menu to open the
“Fill Effects” dialog box and show the “Pattern” tab. Here you can select a “Foreground” and “Background”
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color from the color pickers available. Then click the desired pattern in the “Pattern” section and click the
“OK” button to apply the pattern to the border.
If using Publisher 2013, you can click the “Picture Effects” drop-down button to select a type of
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picture effect, grouped by category, to apply to the selected picture from the drop-down menu that appears.
If using Publisher 2010, you can apply a custom picture shape by clicking the “Picture Shape” drop-
down button and selecting the desired picture shape to use from the listing of available shapes. You can
accomplish the same effect in Publisher 2013 by using a picture as a fill effect within a selected shape.
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You can click the “Caption” drop-down button to display a listing of the various stylistic categories of
captions available to apply to your selected picture. When you hold your mouse pointer over any caption, it
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will be shown as a preview on the selected image. You can then just click on the caption style you like to
apply it to the picture.
If using Publisher 2010, you can click the “Shadow Effects” drop-down button in the “Shadow

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Formatting Objects

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4.3- Formatting Pictures- (cont'd.):

on
Effects” button group to select a shadow style. You can roll over the “Shadow Color” command to choose a
shadow color. You can click the “Nudge Shadow” buttons to nudge the shadow in the indicated direction.
You can click the “Turn Shadow On/Off” button to toggle the shadow display on or off.

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In the “Arrange” button group you will find buttons that allow you to change the placement and text
wrapping of the selected image in the publication. If using Publisher 2013, you can click the “Arrange
Thumbnails” button to move all selected pictures within your publication to the scratch area and arrange

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them as thumbnail images. You can click the “Wrap Text” drop-down button (“Text Wrapping” in Publisher
2010) to select one of the preset text wrapping options. If you have overlapping images in your page, you
can click either the “Bring Forward” or “Send Backward” drop-down buttons to change the order that the
images overlap each other in the stack. You can click the “Align” button to choose one of the available

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alignment options. You can click the “Group” button to group multiple selected objects together as a single
unit. You can click the “Ungroup” button separate a grouped object into its individual components again.

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You can click the “Rotate” button to select a rotation option for a selected image in your page.
In Publisher 2010, you will find the “Crop” button in the “Size” button group. In Publisher 2013, it is
located within its own “Crop” button group. You can use the “Crop” button to remove unwanted or excess
parts of an image. Click the “Crop” button to enable the cropping tool.
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To use it, click and drag any of the cropping handles that appear around the graphic inward to crop
it. If you make a mistake, you can un-crop by dragging the cropping handles back outwards again, or by
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clicking the “Clear Crop” button to reset the picture back to its original state. If you are trying to increase the
size of the image by using the “Crop” tool, you can extend the borders when cropping, which enables the
“Fit,” “Fill,” and “Clear Crop” buttons to the right of the “Crop” button. Clicking the “Fit” button will fit the
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picture to fit within the cropping border you have created while maintaining its aspect ratio. Clicking the “Fill”
button will fill the selected cropping border while maintaining the aspect ratio. Clicking the “Clear Crop”
button will remove cropping from the picture while retaining the previous cropping border.
In the “Size” button group, you can use the spinner arrows at the right end of either the “Height:” or
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“Width:” text boxes to increase or decrease the height or width of the selected image. Also notice that if you
need to make very specific changes to the size of the image, you can do so through the “Size” tab within the
“Format Picture” dialog box. To open this dialog box, just click the “Size” dialog box launcher button in the
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lower right corner of this button group.


On the “Size” tab of the “Format Picture” dialog box, you can enter the height and width into the text
boxes provided. Notice that if you want to adjust the relational aspect (height to width ratio) of the selected
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image, you would need to ensure that the “Lock aspect ratio” checkbox is deselected in the “Scale” section,
first. Then you can enter the height and width independently, if desired. In addition, you can enter a degree
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of rotation to apply to the image by using the “Rotation:” spinner buttons.


In the “Scale” section you can enter a percentage into either the height and/or width text boxes. The
image will then be scaled by the selected percentage. You can also check or uncheck the two available
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checkboxes in this section, as needed, when making size and scale changes. They allow you to lock the
aspect ratio, and to determine if the ratio used is based on the current image scale or on the scale of the
original image. You can also click the “Reset” button at the bottom of this tab to reset any change made to
the size of the image. Once you have finished making your sizing adjustments, click the “OK” button to
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close the “Format Picture” dialog box.


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©TeachUcomp, Inc. Introductory Publisher 59


ACTIONS-
Formatting Objects

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FORMATTING TEXT:

on
1. To apply text formatting to text contained within an object, you must click into the text within the object
and then select the text to which you want to apply font formatting.
2. Then you can click the buttons available in the “Font” button group on either the “Home” tab or the

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“Format” tab of the “Text Box Tools” contextual tab in the Ribbon to apply font formatting.
3. You can click the “Clear Formatting” button to remove all text formatting from selected text.
4. If you select text within an object, you can hold your mouse pointer over the selected text and wait for

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the Mini toolbar to appear. You can then use the formatting buttons in the Mini toolbar to apply many
common font formatting options.
5. You can click the “Font” dialog box button in the lower right corner of the “Font” button group on either
the “Home” tab or the “Format” tab of the “Text Box Tools” contextual tab in the Ribbon to open the

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“Font” dialog box.
6. In the “Font” dialog box, you can use the drop-down menus and checkboxes to apply the font formatting

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you want. At the bottom of the dialog box is a preview of how the selected font formatting will appear.
7. You can click the “Apply” button to apply the formatting and leave the “Font” dialog box open, or you can
click the “OK” button to apply the formatting and then close the dialog box.
8. You can apply paragraph formatting to selected text by clicking the buttons available within the
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“Paragraph” button group on the “Home” tab within the Ribbon.
9. You can also click the “Paragraph” dialog box launcher button in the lower right corner of this button
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group to open the “Paragraph” dialog box.
10. In this dialog box you can set the properties shown on the three tabs available: “Indents and Spacing,”
“Tabs,” and “Line and Paragraph Breaks.”
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11. Make your desired paragraph formatting settings on these tabs, and then click the “OK” button to apply
them.
12. You can also apply predefined styles to selected text by clicking the “Styles” drop-down button in the
“Styles” button group on the “Home” tab in the Ribbon and then selecting the desired text style to apply
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from the drop-down menu.


13. In the “Arrange” button group on the “Home” tab in the Ribbon, you will find options you can apply to
selected text within a shape, as well as options that apply to the entire shape.
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14. You can click the “Wrap Text” drop-down to select a style of text wrapping to apply to text.
15. You can click either the “Bring Forward” or “Send Backward” drop-down buttons to change the order in
which the selected object overlaps other objects on the page.
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16. You can click the “Align” button to choose one of the available alignment options displayed within the
drop-down button’s menu of choices.
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17. If you have multiple objects simultaneously selected in your page, you can click the “Group” button to
group the individual shapes together as a single unit.
18. Clicking the “Ungroup” choice will split grouped objects back into their individual components.
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19. You can click the “Rotate” button to select a rotation option for the selected object from the drop-down
menu of rotation choices.
20. You can click the “Format” tab of the “Text Box Tools” contextual tab within the Ribbon to see other
attributes that you can apply to selected text in a text box, as well as to the text box itself.
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21. If you have text selected, you can click the “Text Fit” drop-down button in the “Text” button group on the
“Format” tab of the “Text Box Tools” contextual tab within the Ribbon to apply a selected method of
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fitting text within its shape.


22. You can click the “Text Direction” button to alternate the text between vertical and horizontal display.
(cont'd.)

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Formatting Objects

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FORMATTING TEXT (CONT'D.):

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23. You can click the “Hyphenation” button to open the “Hyphenation” dialog box where you can set whether
or not to automatically hyphenate text within a text box and where the hyphenation should occur.
24. You can click the “Manual…” button in this dialog box to manually set hyphenation, if desired.

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25. When finished, click the “OK” button.
26. You can click the “Format Text Box” launcher that appears in the lower right corner of the “Text” button
group on the “Format” tab of the “Text Box Tools” contextual tab in the Ribbon to open the “Format Text

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Box” dialog box and display the “Text Box” tab.
27. This dialog box allows you to set all of the text box properties available.
28. When finished, click the “OK” button to apply them.
29. The “Font” button group shown on the “Format” tab of the “Text Box Tools” contextual tab in the Ribbon

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is the same button group as the “Font” button group on the “Home” tab in the Ribbon.
30. In the “Alignment” button group on this tab, you can set the horizontal and vertical alignment of text

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within the shape by clicking a desired button.
31. You can also click the “Columns” and “Margins” buttons to set column display in a shape or to set
internal margin size.
32. In the “Linking” button group you can create a link between text boxes so that overflow text from the first
text box will appear in the second text box. n
33. To do this, select the first text box that contains the text you wish to link.
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34. Then click the “Create Link” button.
35. Next, click on the empty text box where you want the overflow text to appear to create a link between
the two boxes. Arrows will appear on these text boxes once they are linked and you can click the arrows
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to easily move between the two linked boxes.


36. Once linked, you can click the “Break” button in the “Create Link” button group to break a link.
37. You can also click the “Next” and “Previous” buttons to jump between linked text boxes quickly.
38. If using Publisher 2010, then in the “Effects” button group on the “Format” tab of the “Text Box Tools”
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contextual tab in the Ribbon, you can click the “Shadow,” “Outline,” “Engrave,” or “Emboss” toggle
buttons to apply and remove those styles to selected text.
39. If using Publisher 2013, in the “WordArt Styles” button group on the “Format” tab of the “Text Box Tools”
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contextual tab in the Ribbon, you can click a WordArt style shown to apply it to selected text.
40. You can click the “Text Fill” drop-down button in this same button group to choose a text fill color.
41. You can click the “Text Outline” drop-down button to choose a color, weight, dash style, and outline
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effects for the selected text.


42. You can click the “Text Effects” drop-down button to select a type of text effect, grouped by category, to
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apply to the selected text from the drop-down menu that appears.
43. In the “Typography” button group on the “Format” tab of the “Text Box Tools” contextual tab in the
Ribbon, you can click the “Drop Cap” drop-down to select a style of drop cap for the selected text.
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44. If the text you select is numeric, you can use the “Number Style” drop-down to choose a number style.
45. You can click the “Ligatures” drop-down to set a desired ligature style for the text, which can improve
readability.
46. For some types of fonts, you can use the “Stylistic Sets” drop-down to select a set of alternate character
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shapes for the selected text.


47. If the font you’ve selected includes decorative characters, you can click the “Swash” button to enable
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flourishes in the selected text.


48. For some types of fonts, you can use the “Stylistic Alternate” drop-down to select a set of different
character shapes for the selected text.

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Formatting Objects

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FORMATTING SHAPES:

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1. Before formatting to a shape, you need to click it to select it.
2. If selecting a text box or WordArt as a shape, ensure that you click on its border so that the border
appears as a solid line. That indicates that the shape itself has been selected, and not its text.

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3. Once the shape has been selected, you will see the “Format” tab of the “Drawing Tools” contextual tab
appear in the Ribbon.
4. At the left end of the “Format” tab in the “Drawing Tools” contextual tab in the Ribbon is the “Insert

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Shapes” button group. The large scroll box in this group contains quick access to the shapes that you
can insert and functions in the exact same way that the “Shapes” button on the “Insert” tab does.
5. To the right of that are two additional buttons: the “Edit Shape” button and the “Edit Text” button.
6. For shapes drawn by hand, such as the “Scribble” shape, you can click the “Edit Shape” button after

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drawing the object to display its editing points.
7. You can then click and drag the editing points to change the contours of the shape.

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8. If using Publisher 2013, you can click the “Change Shape” button to view a drop-down listing of the
various shapes you can substitute for the selected shape. Note that this button appears within the
“Shape Styles” button group on this tab in Publisher 2010.
9. You can click the “Edit Text” button to add text to a selected shape or edit text within an existing shape
by placing the shape into its text-editing mode. n
10. In the “Shape Styles” section, you can scroll through the choices shown in the large scroll box of preset
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shape appearances and click the one that you would like to apply to your shape.
11. You can click the “Shape Fill” drop-down button to select a fill color by clicking one of the color choices
shown in the “Shape Fill” button’s drop-down menu.
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12. To apply a custom color, select the “More Fill Colors…” command to open the “Colors” dialog box.
13. In the “Colors” dialog box, you can click the “Standard” tab and then select one of the colors shown in
the honeycomb of color choices or you can click the “Custom” tab and then select the color you want.
14. If you need an exact PANTONE® color match, you can select that from the PANTONE® tab.
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15. At the bottom of these tabs, you can use the “Transparency” slider to set the level of color transparency.
16. Click the “OK” button in the “Colors” dialog box to apply the selected color.
17. To fill a selected shape with another sampled color from within the publication, select the “Sample Fill
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Color” command from the drop-down menu and then click the color in the page you wish to sample.
18. Select the “No Fill” command in the “Shape Fill” button’s drop-down menu to remove any fill effect.
19. You can choose the “Picture…” command from the “Shape Fill” button’s drop-down menu to open the
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“Select Picture” dialog box where you can navigate to and then select a picture to use as the fill effect
for the selected shape.
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20. You can roll your mouse pointer over the “Gradient” command in the “Shape Fill” button’s drop-down
menu and then click on the preset gradient to apply it to the shape.
21. To add a texture to a shape, choose the “Texture” command from the “Shape Fill” button’s drop-down
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menu and then click the texture to apply from the choices shown in the side menu.
22. You can click the “Pattern…” command from the “Shape Fill” button’s drop-down menu to open the “Fill
Effects” dialog box and show the “Pattern” tab where you select a “Foreground” and “Background” color.
23. Then click the desired pattern in the “Pattern” section, and click the “OK” button to apply it.
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24. You can click the “Shape Outline” button in the “Shape Styles” button group on the “Format” tab of the
“Drawing Tools” contextual tab in the Ribbon to select a color from the palette of choices to change the
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line color of a selected shape.


25. Select the “No Outline” choice from the “Shape Outline” button’s drop-down menu to remove line color.
(cont'd.)

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ACTIONS-
Formatting Objects

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FORMATTING SHAPES (CONT'D.):

on
26. To change the width of the shape’s outline, make a selection from the side menu of choices that
appears when you roll your mouse pointer over the “Weight” command in the “Shape Outline” button’s
drop-down menu.

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27. Likewise, you can choose a different dash style for the outline from the choices available in the side
menu that appears when you roll your mouse pointer over the “Dashes” command.
28. You can change the end points of a line or arrow by making a choice from the side menu that appears

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when you roll your mouse pointer over the “Arrows” command in the “Shape Outline” button’s drop-
down menu of choices.
29. Also, like the fill color, you can select the “Pattern…” command to create a patterned line.
30. If using Publisher 2010, then in the “Shape Styles” button group on the “Format” tab of the “Drawing

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Tools” contextual tab in the Ribbon you will see the “Change Shape” button which you can click to view
a drop-down listing of shapes that you can substitute for the selected shape within the publication page.

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31. If using Publisher 2013, you can click the “Shape Effects” drop-down button to select a type of shape
effect, grouped by category, to apply to the selected shape from the drop-down menu that appears.
32. If using Publisher 2010, you can click the click the “Shadow Effects” drop-down button in the “Shadow
Effects” button group on this tab to select a shadow style.
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33. You can roll over the “Shadow Color” command in this drop-down menu to choose a shadow color.
34. You can click the “Nudge Shadow” buttons to nudge the shadow in the indicated direction.
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35. You can click the “Turn Shadow On/Off” button to toggle the shadow display on or off.
36. If using Publisher 2010 then in the “3-D Effects” section, you can click the “3-D Effects” drop-down
button to apply a 3D shape effect.
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37. At the bottom of this drop-down menu, you can roll over the “3-D Color” command to select a 3D color.
38. You can select “Depth,” “Direction,” “Lighting,” or “Surface” to change any of those aspects, as well.
39. Use the “Tilt” buttons to tilt the 3-D object in the direction shown by the arrows.
40. You can also click the “3-D On/Off” button to toggle the 3-D effects on or off.
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41. In Publisher 2013:2010, the buttons shown in the “Arrange” button group of the “Format” tab in the
”Drawing Tools” contextual tab allow you to change the placement and text wrapping of the selected
shape.
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42. You can click the “Text Wrapping” drop-down button to select one of the preset text wrapping options.
43. If you have overlapping shapes, you can click either the “Bring Forward” or “Send Backward” drop-down
buttons to change the order that the shapes overlap each other.
or

44. You can click the “Align” button to choose one of the available alignment options.
45. You can click the “Group” button to group multiple selected shapes together as a single unit.
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46. You can click the “Ungroup” button to break a grouped shape back into its separate components.
47. You can click the “Rotate” button to select a rotation option for the selected shape.
48. Like images, you can use the “Size” section to resize a shape.
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49. You can use the spinner arrows at the right end of either the “Shape Height:” or “Shape Width:” spinner
boxes to increase or decrease the height or width of the selected shape.
50. You can also click the “Measurement” button to display the measurement panel where you can enter
very specific measurements for the text box or shape.
m
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ACTIONS-
Formatting Objects

ly!
FORMATTING PICTURES:

on
1. Once you select a picture, the “Picture Tools” contextual tab appears with the “Format” tab displayed.
2. You can click the “Pictures” button in the “Insert” button group on the “Format” tab of the “Picture Tools”
contextual tab in the Ribbon to open the “Insert Pictures” window. You can then use this window to

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insert pictures from a file on your computer or from various online resources.
3. The buttons in the “Adjust” button group allow you to make image adjustments to a selected picture.
4. If using Publisher 2013, you can click the “Corrections” button to select from the preset adjustment

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options shown in the drop-down menu.
5. Selecting the “Picture Correction Options…” command at the bottom of the drop-down will display the
“Picture” tab within the “Format Picture” dialog box.
6. If using Publisher 2010, you can click the “Brightness” and “Contrast” buttons to choose brightness and

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contrast settings.
7. In Publisher 2013:2010, you can click the “Recolor” drop-down button to select one of the many preset

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coloring tints to apply.
8. You can also roll over the “More Variations” command to select a coloring choice from the palette of
colors that appears.
9. You can click the “Compress Pictures” button to open the “Compress Pictures” dialog box where you
n
can check the checkboxes and select the desired option buttons to set your desired compression
options.
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10. Once you have the settings you desire, you can click the “Compress” button to compress the pictures
you choose.
11. You can select the “Change Picture” button to either remove or change the selected picture.
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12. You can click the “Reset Picture” button to reset changes that you have made to a picture.
13. To swap two images in a page so that they trade location and formatting, select the two pictures to swap
and then click the “Swap” button in the “Swap” button group.
14. To swap the formatting between the pictures without swapping their locations, click the drop-down
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below the “Swap” button and select the “Swap Formatting Only” command.
15. The next group in the “Format” tab of the “Picture Tools” contextual tab is the “Picture Styles” button
group. You can click any picture style shown in this area to apply it to the selected picture.
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16. To add a picture border, click the “Picture Border” drop-down button and then click the color of the
border you want to use.
17. As when formatting shapes, you can select the “More Outline Colors…” or “Sample Outline Color”
or

commands from the drop-down menu to apply a custom color or use a sampled color from the page.
18. If you roll over the “Weight” command in the “Picture Border” button’s drop-down menu you can select a
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different line thickness from the choices shown.


19. You can roll over the “Dashes” command to select a dash border style to use, if desired.
20. You can click the “Pattern…” command in the “Picture Border” button’s drop-down menu to open the
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“Fill Effects” dialog box and show the “Pattern” tab.


21. Here you can select a “Foreground” and “Background” color from the color pickers available.
22. Then click the desired pattern in the “Pattern” section and click the “OK” button to apply the pattern.
23. If using Publisher 2013, you can click the “Picture Effects” drop-down button to select a type of picture
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effect, grouped by category, to apply to the selected picture from the drop-down menu that appears.
24. If using Publisher 2010, you can apply a custom picture shape by clicking the “Picture Shape” drop-
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down button and selecting the desired picture shape to use from the listing of available shapes. You can
accomplish the same effect in Publisher 2013 by using a picture as a fill effect within a selected shape.
(cont'd.)

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ACTIONS-
Formatting Objects

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FORMATTING PICTURES- (CONT'D.):

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25. You can click the “Caption” drop-down button to display a listing of the various stylistic categories of
captions available to apply to your selected picture.
26. You can then click on the caption style you like to apply it to the picture.

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27. If using Publisher 2010, you can click the “Shadow Effects” drop-down button in the “Shadow Effects”
button group to select a shadow style.
28. You can roll over the “Shadow Color” command to choose a shadow color.

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29. You can click the “Nudge Shadow” buttons to nudge the shadow in the indicated direction.
30. You can click the “Turn Shadow On/Off” button to toggle the shadow display on or off.
31. In the “Arrange” button group you will find buttons that allow you to change the placement and text

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wrapping of the selected image in the publication.
32. If using Publisher 2013, you can click the “Arrange Thumbnails” button to move all selected pictures
within your publication to the scratch area and arrange them as thumbnail images.

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33. You can click the “Wrap Text” drop-down button (“Text Wrapping” in Publisher 2010) to select one of the
preset text wrapping options.
34. If you have overlapping images in your page, you can click either the “Bring Forward” or “Send
Backward” drop-down buttons to change the order that the images overlap each other in the stack.
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35. You can click the “Align” button to choose one of the available alignment options.
36. You can click the “Group” button to group multiple selected objects together as a single unit.
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37. You can click the “Ungroup” button separate a grouped object into its individual components again.
38. You can click the “Rotate” button to select a rotation option for a selected image in your page.
39. In Publisher 2010, you will find the “Crop” button in the “Size” button group. In Publisher 2013, it is
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located within its own “Crop” button group.


40. Click the “Crop” button to enable the cropping tool.
41. To use it, click and drag any of the cropping handles that appear around the graphic inward to crop it.
42. If you make a mistake, you can un-crop by dragging the cropping handles back outwards again, or by
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clicking the “Clear Crop” button to reset the picture back to its original state.
43. If you are trying to increase the size of the image by using the “Crop” tool, you can extend the borders
when cropping, which enables the “Fit,” “Fill,” and “Clear Crop” buttons to the right of the “Crop” button.
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44. Clicking the “Fit” button will fit the picture to fit within the cropping border you have created while
maintaining its aspect ratio.
45. Clicking the “Fill” button will fill the selected cropping border while maintaining the aspect ratio.
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46. Clicking the “Clear Crop” button will remove cropping from the picture while retaining the previous
cropping border.
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47. In the “Size” button group, you can use the spinner arrows at the right end of either the “Height:” or
“Width:” text boxes to increase or decrease the height or width of the selected image.
48. To make very specific changes to the size of the image, you can do so through the “Size” tab within the
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“Format Picture” dialog box. To open this dialog box, click the “Size” dialog box launcher button in the
lower right corner of this button group.
49. On the “Size” tab of the “Format Picture” dialog box, you can enter the height and width into the text
boxes provided.
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50. To adjust the relational aspect (height to width ratio) of the selected image, you would need to ensure
that the “Lock aspect ratio” checkbox is deselected in the “Scale” section, first. Then you can enter the
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height and width independently, if desired.


51. You can enter a degree of rotation to apply to the image by using the “Rotation:” spinner buttons.
(cont'd.)

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ACTIONS-
Formatting Objects

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FORMATTING PICTURES- (CONT'D.):

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52. In the “Scale” section you can enter a percentage into either the height and/or width text boxes. The
image will then be scaled by the selected percentage.
53. You can also check or uncheck the two available checkboxes in this section, as needed, when making

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size and scale changes. They allow you to lock the aspect ratio, and to determine if the ratio used is
based on the current image scale or on the scale of the original image.
54. You can also click the “Reset” button at the bottom of this tab to reset any change made to the size of

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the image.
55. Once you have finished making your sizing adjustments, click the “OK” button to close the “Format
Picture” dialog box.

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EXERCISES-
Formatting Objects

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Purpose:

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1. To format text, shapes, and graphics within your publication.

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Exercises:

1. Open the “Brochure” publication that has been completed through the Exercise at the end of
Chapter 3.

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2. Select the text “Product Brochure.”
3. Click the “Font Color” drop-down button in the “Font” button group on the “Home” tab in the Ribbon,
and then select the “Sample Font Color” command from the drop-down menu. Your mouse pointer

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will appear to turn into an eyedropper.
4. Click on a color within the picture you inserted below the “Product Brochure” text to change the text

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to match the color that you choose from the adjacent graphic.
5. Select the text “Product Brochure” again, if needed.
6. Click the “Font” drop-down button in the “Font” button group on the “Home” tab in the Ribbon, and
then select “Arial Black” as the font face.
7. Click on page 2 in the Navigation Pane. n
8. Type “Widget Product Line” in the “Main Inside Heading” text box to replace the title.
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9. Type the following text into the leftmost text box that surrounds the picture:
“Widgets, Inc. realizes that in todays economy you cannot risk spending your hard earned cash on
untested widget manufacturers. With over 100 years of experience in manufacturing widgets, we at
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Widgets, Inc. have the expertise and knowledge to be able to provide your company with the highest
quality widgets available at affordable prices.”
10. Click on the picture that is located in the left panel of the tri-fold brochure. It is surrounded by the text
that you just entered
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11. Click the “Format” tab of the “Picture Tools” contextual tab within the Ribbon.
12. If using Publisher 2013, click on “Drop Shadow Rectangle” from the listing shown in the “Picture
Styles” button group on this tab.
If using Publisher 2010, click on “Picture Style 3” from the listing shown in the “Picture Styles” button
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13.
group on this tab.
14. Click the “Format” tab of the “Drawing Tools” contextual tab within the Ribbon.
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15. Click the “Shape Outline” drop-down button and then click on “Accent 1” in the top row of colors
under the “Scheme Colors” category.
16. Click on page 1 in the Navigation Pane.
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17. Click “Save” in the Quick Access toolbar to save your changes.
18. Click the “X” button in the upper right corner of the application window to close the publication.
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©TeachUcomp, Inc. Introductory Publisher 67


CHAPTER 5-
Using Building Blocks

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5.1- Creating Building Blocks

5.2- Using Building Blocks

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Using Building Blocks

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5.1- Creating Building Blocks:

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Building blocks allow you to create reusable content you can insert into your publication pages. For
example, you could save your company’s logo and name as a custom building block you could insert into
future publications without having to recreate all of the content and related formatting. The content that can

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be saved as a building block can range in complexity from simple text entries to more complex logos and
watermarks. The building block content is saved into and organized by galleries.
You can create your own custom building blocks, or you can download many types of building

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blocks from Office.com. Downloading samples from Office.com can also give new users a good idea of the
possible uses of building blocks. In this lesson, we will examine how to create and use your own custom
building blocks in Publisher.

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First, you will need to create the content within a publication that you want to save and reuse as a
building block. Often, you will group the content together using the “Group” command prior to saving it.
Once you have created the grouped content, you then need to select it.

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Once the content you want to save has been selected, you can save it as a building block by clicking
the “Insert” tab in the Ribbon and then clicking the “Page Parts” button in the “Building Blocks” button group.
From the drop-down menu of choices, choose the “Add Selection to Page Parts Gallery” command. This will
invoke the “Create New Building Block” dialog box where you will give Publisher the information it will need
to store and organize the content for later use. n
Enter a name for the building block into the “Title:” field. Then enter a brief text description of the
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saved content into the “Description:” field. Then use the “Gallery:” drop-down to choose the type of gallery
into which you want to save the content. To ensure the content is available in the gallery, make sure that the
“Show in Gallery” checkbox is checked. Then use the “Category:” drop-down to either choose an existing
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classification category or create a new category for classification purposes. You can enter keywords into the
“Keywords:” text box that will allow users to search for the part by keyword, if desired. Once you have
finished entering the information, click the “OK” button to save the selected content as a building block into
the selected template.
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Once you have saved a building block, you can easily reuse it in the future. You will now learn how
to insert building block content, and also how to edit or delete existing building blocks.
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Using Building Blocks

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5.2- Using Building Blocks:

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In Publisher, you use the “Building Block Library” to perform tasks related to building blocks. This
dialog box allows the user to insert, edit the properties of, or delete existing building block content that you
have created. You access this dialog box by clicking the “Insert” tab in the Ribbon and then clicking the

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“Page Parts” button. Choose the “More Page Parts…” command from the drop-down menu of choices to
open the “Building Block Library” dialog box. This shows a listing of the building blocks you can use. You
may click on any one of the building blocks shown in the list to select it and preview its content in the area

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at the right side of the dialog box.
To insert a building block, select it from the list and then click the “Insert” button at the bottom of this
dialog box. The content will be inserted into the page. This will also close the “Building Block Library” dialog

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box.
To edit the properties of, or delete, a building block that you have created, select the name of a
building block you have created from the list shown in the “Building Block Library.” To delete the selected

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building block, right-click the selected item and then choose the “Delete” command from the pop-up menu
that appears. You will be prompted to confirm your choice in another dialog box. Click the “Yes” button to
delete the selected building block. In this case the “Building Blocks Organizer” dialog box will remain open.
To edit the properties of a building block you have created , select the building block whose
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properties you wish to edit from the list. Then right-click the selected item and choose the “Edit Properties”
command from the pop-up menu that appears. This will open the “Edit Building Block Properties” window,
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where you can edit any of the associated properties of the building block. When you have finished editing
the properties, click the “OK” button to save your changes. Once you are finished with the “Building Block
Library” dialog box, you can click the “Close” button to close it and return to your publication.
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Note that you cannot delete or edit the properties of any building blocks that you have not created. If
you try to right-click a building block you have not created, a pop-up menu will not appear, as you cannot
edit the built-in building block content.
You can also insert a building block by clicking the desired type of building block to insert from the
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buttons shown in the “Building Blocks” button group on the “Insert” tab in the Ribbon. From the drop-down
menus that appear, you can click on the desired building block to insert it into your page. Using the “Page
Parts” button is simply selecting from that category within the “Building Blocks Library.” As you can see, you
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can also click the “Calendars,” “Borders & Accents,” or Advertisements” buttons to quickly access the
content in those building block categories, as well. Also note that you can click the “Show Building Blocks
Library” button that appears in the lower right corner of the “Building Blocks” button group on the “Insert” tab
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to open the “Building Block Library” dialog box.


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ACTIONS-
Using Building Blocks

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CREATING BUILDING BLOCKS:

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1. Create the content within a publication that you want to save and reuse as a building block.
2. Often, you will group the content together using the “Group” command prior to saving it.
3. Once you have created the grouped content, you then need to select it.

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4. Once the content you want to save has been selected, click the “Insert” tab in the Ribbon and then
clicking the “Page Parts” button in the “Building Blocks” button group.
5. From the drop-down menu of choices, choose the “Add Selection to Page Parts Gallery” command.

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6. In the “Create New Building Block” dialog box, enter a name for the building block into the “Title:” field.
7. Enter a brief text description of the saved content into the “Description:” field.
8. Use the “Gallery:” drop-down to choose the type of gallery into which you want to save the content.
9. To ensure the content is available in the gallery, make sure that the “Show in Gallery” checkbox is

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checked.
10. Use the “Category:” drop-down to either choose an existing classification category or create a new

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category for classification purposes.
11. Enter keywords into the “Keywords:” text box that will allow users to search for the part by keyword, if
desired.
12. Click the “OK” button to save the selected content as a building block into the selected template.
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USING THE BUILDING BLOCK LIBRARY:

1. Click the “Insert” tab in the Ribbon and then click the “Page Parts” button.
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2. Choose the “More Page Parts…” command from the drop-down menu of choices. That will open the
“Building Block Library” dialog box.
3. To insert a building block, select it from the list and then click the “Insert” button at the bottom of this
dialog box. This will also close the “Building Block Library.”
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4. To delete a selected building block you have created, right-click it and then choose the “Delete”
command from the pop-up menu that appears.
5. Click the “Yes” button in the confirmation dialog box to delete the selected building block.
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6. To edit the properties of a building block you have created, right-click it and choose the “Edit Properties”
command from the pop-up menu that appears.
7. In the “Edit Building Block Properties” window, you can edit any of the associated properties of the
or

building block.
8. When you have finished editing the properties, click the “OK” button to save your changes.
9. Once you are finished with the “Building Block Library” dialog box, you can click the “Close” button to
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close it and return to your publication.


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INSERTING A BUILDING BLOCK FROM THE RIBBON:

1. You can insert a building block by simply clicking the desired type of building block to insert from the
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buttons shown in the “Building Blocks” button group on the “Insert” tab in the Ribbon.
2. From the drop-down menus that appear, you can click on the desired building block to insert it into your
page.
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©TeachUcomp, Inc. Introductory Publisher 71


EXERCISES-
Using Building Blocks

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Purpose:

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1. To be able to create and then use a building block.

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Exercises:

1. Create a new, blank publication.


2. If using Publisher 2013, click the “Online Pictures” button in the “Illustrations” button group on the

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“Insert” tab in the Ribbon to open the “Insert Pictures” window.
3. If using Publisher 2010, click the “Clip Art” button in the “Illustrations” button group on the “Insert” tab
in the Ribbon to open the “Clip Art” pane at the right side of the publication page.

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4. Type “cog” into the “Search” text box.
5. Then click the “Search” or “Go” button to search for pictures that match the term that you entered.

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6. Select one of the pictures that appears and insert it into the publication page.
7. Resize the graphic so that it is about 1.5” (inches) wide.
8. Click the “Draw Text Box” button in the “Text” button group on the “Insert” tab within the Ribbon.
9. Draw a text box that is approximately 1.5” (width) by 1.5” (height) to the right of your picture.
10. Enter the following text into your text box. n
“Widgets are:
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Selling Point A
Selling Point B
Selling Point C”
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11. Click and drag over the three points you just typed, and then click the “Bullets” drop-down button in
the “Font” button group on the “Home” tab in the Ribbon. From the drop-down menu that appears,
select the “Small Bullets” style to bullet the selected text.
12. With the text box still selected, hold down the “Shift” key on your keyboard while you click the picture
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to select that, too. They should both appear selected in your page.
13. Click the “Format” tab on the “Drawing Tools” contextual tab that appears in the Ribbon. Then click
the “Group” button that appears in the “Arrange” section to group the picture together with the
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adjacent text box. Leave the newly grouped item selected in your page.
14. Click the “Insert” tab in the Ribbon. Then click the “Page Parts” drop-down button in the “Building
Blocks” button group and select the “Add Selection to Page Parts Gallery” command from the drop-
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down menu that appears to open the “Create New Building Block” dialog box.
15. In the “Title:” field, enter “Widget Gadget.” For the “Gallery:” drop-down, ensure that “Page Parts” is
selected and that the “Show in Gallery” checkbox is checked. Then click the “OK” button.
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16. Close the publication. You do not need to save this publication.
17. Open the “Brochure” publication that has been completed through the Exercise at the end of
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Chapter 4.
18. Click the “Page Parts” button in the “Building Blocks” button group on the “Insert” tab in the Ribbon.
19. Click on the “Widget Gadget” that appears within the “General” category in the drop-down menu to
insert it into your brochure.
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20. Move the gadget so that it appears centered over the business information in the center of page 1.
21. Replace the “Selling Points” A through C with the three terms “Helpful,” Useful” and “Reusable.”
22. Click “Save” in the Quick Access toolbar to save your changes.
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23. Click the “X” button in the upper right corner of the application window to close the publication.

©TeachUcomp, Inc. Introductory Publisher 72


CHAPTER 6-
Master Pages

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6.1- Using Master Pages

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Master Pages

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6.1- Using Master Pages:

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You use master pages in Publisher to change the default appearance of pages in a publication. A
master page is a page that contains the default objects and content you want to apply as a page layout to a
publication page. When you add pages to a publication, they can then be formatted according to the master

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page’s specifications. You can have several master pages within a publication. You can create and
customize your own master pages in Publisher. You can then save these master pages as a custom
Publisher template for future use.

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To display the “Master Page” view, click the “Master Page” button in the “Views” button group on the
“View” tab in the Ribbon. The master pages for the current publication will appear in the Navigation Pane at
the left side of the window. The currently selected master page in this panel will be displayed for editing in
the main window. You will also see the new “Master Page” tab appear within the Ribbon. You use the

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buttons found in the button groups on this tab to make changes to the master pages in your publication.
To add a new master page, click the “Add Master Page” button in the “Master Page” button group to

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open the “New Master Page” dialog box. In this dialog box, you can enter an identifier for the master page
into the “Page ID (1 character):” text box. Typically, master pages simply are identified in alphabetical order.
You can then enter a description of the master page into the “Description:” text box. If you want to create a
two-page master page, then check the “Two-page master” checkbox.
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You can customize a master page by first selecting it in the Navigation Pane. You can then add any
content that you want show in your publication pages by default into the selected master page. This is a
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great place to add building block content you want to have displayed on your pages. You can also apply
any other design items to publication pages that are associated with the selected master page. Note that
this content cannot be edited when applied to the actual pages in your publication. However, it is an
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excellent place to insert content that will not change, such as page numbers, design elements, and custom
header and footer information.
To access the header and footer in your selected master page, click the “Show Header/Footer”
button in the “Header & Footer” button group. Your insertion marker will be placed at the left edge of the
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header or footer each time you click this button. You can then use the “Tab” key on your keyboard to tab to
the center or right tab within the header or footer, if desired. Once your insertion marker is at the desired
location, click the “Insert Page Number” button in the “Header & Footer” button group to insert a page
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number into the text box. You can also click the “Insert Date” or “Insert Time” buttons in the “Header &
Footer” button group to insert date or time stamps into the text box at the indicated locations. You can also
simply type your own custom header and footer information, if desired. Once you have entered your custom
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header and footer information, click into the page area to quit editing the headers and footers.
Back in the “Master Page” button group, you can click the “Two Page Master” button to switch the
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currently selected master page between a two-page and one-page layout. If you click this button when you
have a two-page master page selected, Publisher will warn you that all objects on the left master page will
be deleted and replaced by the objects on the right master page. You will need to click the “OK” button in
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the confirmation dialog box to continue.


You can click the “Apply To” drop-down button to apply the currently selected master page to pages
within your publication. From the drop-down you can select the “Apply to All Pages” command to apply the
selected master page to all the publication pages. You can select “Apply to Current Page” to apply the
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master page to the currently selected publication page. You could also select the “Apply Master Page…”
command to open the “Apply Master Page” dialog box. In this dialog box, you have the option to apply the
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currently selected master page to all, the current page, or a page range within the publication. If you select
the “Pages” option, enter the page range into the adjacent text boxes. Then click the “OK” button to finish.
You can click the “Duplicate” button in the “Master Page” button group to duplicate the master page

©TeachUcomp, Inc. Introductory Publisher 74


Master Pages

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6.1- Using Master Pages (cont'd.):

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that is currently selected. Enter an ID and description for the duplicate into the “Duplicate Master Page”
dialog box that appears and click the “OK” button to finish.
You can click the “Rename” button in the “Master Page” button group to open the “Rename Master

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Page” dialog box where you can enter a new ID and description for the master page and then click the “OK”
button to rename the selected master page.
You can click the “Delete” button in the “Master Page” button group to delete the currently selected

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master page from your publication. If you do this, Publisher will warn you that if the master page has been
applied to any pages in your publication that the first master page will be applied in its place as a
substitution. If this is fine, then click the “Yes” button to delete the selected master page.
Once you have finished customizing the master pages, you can then click the “Close Master Page”

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button in the “Close” button group on the “Master Page” tab in the Ribbon to close the master page view.

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ACTIONS-
Master Pages

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USING MASTER PAGES:

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1. To display the “Master Page” view, click the “Master Page” button in the “Views” button group on the
“View” tab in the Ribbon. The master pages will appear in the Navigation Pane at the left side of the
window. The currently selected master page in this panel will then be displayed for editing in the main

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window. You will also see the new “Master Page” tab appear within the Ribbon.
2. To add a new master page, click the “Add Master Page” button in the “Master Page” button group to
open the “New Master Page” dialog box. Enter an identifier for the master page into the “Page ID (1

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character):” text box. Enter a description of the master page into the “Description:” text box. To create a
two-page master page, check the “Two-page master” checkbox.
3. You can customize a master page by first selecting it in the Navigation Pane. Add any content you want

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to shown in your publication pages by default into the selected master page. Note that this content will
not be editable when applied to the actual pages in your publication.
4. To access the header and footer in your selected master page, click the “Show Header/Footer” button in

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the “Header & Footer” button group. Your insertion marker will be placed at the left edge of the header
or footer each time you click this button. You can then use the “Tab” key on your keyboard to tab to the
center or right tab within the header or footer, if desired.
5. Once your insertion marker is at the desired location, you can click the “Insert Page Number” button in
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the “Header & Footer” button group to insert a page number into the text box.
6. You can click the “Insert Date” or “Insert Time” buttons in the “Header & Footer” button group to insert
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date or time stamps into the text box at the indicated locations.
7. Once you have entered your custom header and footer information, click into the page area to quit
editing the headers and footers.
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8. Back in the “Master Page” button group, you can click the “Two Page Master” button to switch the
currently selected master between a two-page and one-page layout. If you click this button when you
have a two-page master page selected, Publisher will warn you that all objects on the left master page
will be deleted and replaced by the objects on the right master page. You will need to click the “OK”
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button in the confirmation dialog box to continue.


9. You can click the “Apply To” drop-down button to apply the currently selected master page to pages
within your publication. From the drop-down you can select the “Apply to All Pages” command to apply
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the selected master page to all the publication pages. You can select “Apply to Current Page” to apply
the master page to only the currently selected publication page. You can select the “Apply Master
Page…” command to open the “Apply Master Page” dialog box. In this dialog box, you have the option
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to apply the currently selected master page to all, the current page, or a page range within the
publication. If you select the “Pages” option, enter the page range into the adjacent text boxes. Then
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click the “OK” button to finish.


10. You can click the “Duplicate” button in the “Master Page” button group to duplicate the master page that
is currently selected. Just enter an ID and description for the duplicate into the “Duplicate Master Page”
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dialog box that appears and click the “OK” button to finish.
11. You can click the “Rename” button in the “Master Page” button group to open the “Rename Master
Page” dialog box where you can enter a new ID and description for the master page and then click the
“OK” button to rename the selected master page.
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12. You can click the “Delete” button in this button group to delete the currently selected master page. If you
do this, Publisher warns you that if the master page has been applied to any pages in your publication
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that the first master page will be applied in its place. If this is fine, then click the “Yes” button.
13. Once you have finished customizing the master pages, click the “Close Master Page” button in the
“Close” button group on the “Master Page” tab in the Ribbon to close the view.

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EXERCISES-
Master Pages

ly!
Purpose:

on
1. None.

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Exercises:

1. There are no exercises for this chapter.

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CHAPTER 7-
Customizing Schemes

ly!
on
7.1- Creating a Custom Color Scheme

7.2- Creating a Custom Font Scheme

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7.3- Customizing Page Backgrounds- 2013 Only

os
7.4- Customizing Page Backgrounds- 2010 Only

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Customizing Schemes

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7.1- Creating a Custom Color Scheme:

on
In Publisher you can create a custom color scheme to use within your publication. To create your
own custom color scheme, click the “More” button in the lower right corner of the “Schemes” list on the
“Page Design” tab in the Ribbon. Then select the “Create New Color Scheme…” command from the drop-

es
down menu that appears to open the “Create New Color Scheme” dialog box.
In the “Create New Color Scheme” dialog box, click the color drop-down button next to each color
cube for each category shown in the “Scheme colors” section to select a color for those publication

os
elements. You then enter a name for your custom color scheme into the “Color scheme name:” text box.
Then click the “Save” button to save your custom color scheme.
The custom color scheme will then appear as a selection within the “Schemes” button group on the
“Page Design” tab within the Ribbon where you can click on it to apply it to your publications.

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To edit a custom color scheme shown within the “Schemes” button group, right-click on it in the
“Schemes” list and then select the “Edit Scheme…” command to open the “Edit Color Scheme” dialog box.

pu
You can then change any colors used by the scheme and then click the “Save” button to save your changes
to the color scheme. You can delete any custom color scheme you have created by right-clicking on the
custom color scheme that you want to delete in the “Schemes” list and then selecting the “Delete Scheme”
command. You can then click the “Yes” button in the confirmation dialog box that appears to delete the
custom color scheme. n
tio
7.2- Creating a Custom Font Scheme:
lua

In Publisher you can create a custom font scheme to use within your publication. To create your own
custom font scheme, click the “Fonts” drop-down button in the “Schemes” button group on the “Page
Design” tab in the Ribbon. Then select the “Create New Font Scheme…” command from the drop-down
menu that appears to open the “Create New Font Scheme” dialog box.
va

In the “Create New Font Scheme” dialog box, you click the drop-down button next to the “Heading
font:” and “Body font:” drop-downs to select a custom heading and body font for your font scheme. You can
then enter a name for your custom font scheme into the “Font scheme name:” text box. Then click the
“Save” button to save your custom font scheme.
e

The custom font scheme will then appear as a selection that you can apply to your publications
when you click the “Fonts” button in the “Schemes” button group on the “Page Design” tab within the
or

Ribbon.
To delete a custom font scheme you have created, right-click on the custom font scheme that you
want to delete from the drop-down menu which appears when you click the “Fonts” button in the “Schemes”
-f

button group and then choose the “Delete Scheme” command. You can then click the “Yes” button in the
confirmation dialog box that appears to delete the custom font scheme.
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Customizing Schemes

ly!
7.3- Customizing Page Backgrounds- 2013 Only:

on
In Publisher you can customize the backgrounds of the publication pages themselves using the
various “Fill Effect” formatting that can also be applied to shapes and pictures. You can click the
“Background” button in the “Page Background” button group on the “Page Design” tab within the Ribbon to

es
display a drop-down menu of default page background choices. You can click any of these choices to apply
it to your currently selected page as a background. You can also click the “No Background” choice in this
drop-down menu to remove a page background that you have applied to a page.

os
If you want to create a custom page background, select the “More Backgrounds…” command from
the drop-down menu that appears when you click the “Background” button in the “Page Background” button
group on the “Page Design” tab within the Ribbon to display the “Fill” category within the “Format
Background” task pane. You can use this to fill the background of the page with a custom design.

rp
To apply a solid color as your page background, select the “Solid fill” option button. Then use the
“Color” drop-down to select the desired color to apply. You can then use the “Transparency” slider to set the

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level of color transparency to apply. If you need to select a specific color not available in the “Color” button’s
drop-down palette of choices, then select either the “More Colors…” command to open the “Colors” dialog
box or select the “Tints…” command to open the “Tints” dialog box. If you open the “Colors” dialog box, you
can then select any color you want from the tabs within in the “Colors” dialog box and then click the “OK”
n
button to apply it. If you open the “Tints” dialog box, select a color and tint to apply and then click the “OK”
button to apply it.
tio
To apply a gradient background, click the “Gradient fill” option button in the “Format Background”
task pane. Choose one of the preset gradients by making a selection from the “Preset gradients” drop-
down. To make a custom gradient, use the buttons and sliders shown to customize the gradient. Use the
lua

“Type” drop-down to select the type of gradient to use: “Linear,” which changes colors from one side to
another across a straight line or “Path,” which follows the path of a line that you draw.
If you select “Linear,” select the specific variation to use from the “Direction” drop-down. You may
change the angle at which the gradient changes colors by entering the desired angle (in degrees) into the
va

“Angle” spinner box.


The “Gradient stops” section allows you to set the number and appearance of changing points in the
gradient’s color scheme. At its most basic level, a gradient must have at least two gradient stops. For
e

example, if a gradient changed from black to white in a linear fashion, it would have at least two gradient
stops. You can have more, if desired.
In the “Gradient stops” section, click a gradient stop to select the gradient stop whose properties you
or

wish to set. You can click and drag a gradient stop to change its position within the gradient, or you can
enter its position as a percentage into the “Position” spinner box. Then use the “Color” drop-down to set
-f

what color you want the gradient to be at the selected point. Use the “Brightness” slider to set the brightness
of the selected color and use the “Transparency” slider to set the transparency level of the color.
To add more gradient stops, click into the gradient line at the spot where you wish to place the new
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gradient stop. You could also click the “Add gradient stop” button to the right of the gradient, as well.
To remove a gradient stop, select the gradient stop to delete and then click the “Remove gradient
stop” button to delete it.
Back at the top of the task pane in the “Fill” category options, you can choose the “Picture or texture
m

fill” option button to fill the page background with a texture or another image of your choosing. Textures are
simply preset images included in Publisher. To apply a preset texture, select a choice from the “Texture”
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drop-down. To use a picture located on your computer, click the “File…” button to open the “Insert Picture”
dialog box where you can select the image file from your computer to insert. You can also copy an image to
use and then click the “Clipboard” button to paste the copied contents of your clipboard into the background

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Customizing Schemes

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7.3- Customizing Page Backgrounds- 2013 Only (cont’d.):

on
of the image. To insert an online picture into the background, click the “Online…” button to open the “Insert
Pictures” window where you can search for online pictures to insert into the background of the image.
You can set the amount of transparency to apply to the background image by using the

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“Transparency” slider.
To tile, or repeat, the background image, check the “Tile picture as texture” check box. Then, in the
“Tiling options” section, set the “Offset X” and “Offset Y” options to set the amount of horizontal and vertical

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offset to apply to the tiled background image. Use the “Scale X” and “Scale Y” spinner boxes to set the
percentage of the image to display in the tiled background. Then use the “Alignment” drop-down to set the
alignment of the background image within the page. Then you can use the “Mirror type” drop-down to select

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the type of reflection to apply to the tiled images in the background.
If you de-select the “Tile picture as texture” checkbox, you will instead see offset options for the
image appear. You can change the background image’s offset settings here. Use the “Offset left”, “Offset

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right”, “Offset top”, and “Offset bottom” spinner boxes to input the percentage by which the image should be
offset from the selected side.
To set a pattern fill for the page background, choose the “Pattern fill” option from the top of the “Fill”
options section. Then select a desired pattern to use as the fill for the image from the choices shown in the
n
“Pattern” section. Then use the “Foreground color” and “Background color” drop-downs to set the desired
foreground and background colors to use for the selected fill pattern.
tio
When you have finished setting the page background, click the “OK” button within the “Format
Background” task pane to apply it.
lua

7.4- Customizing Page Backgrounds- 2010 Only:

In Publisher you can customize the backgrounds of the publication pages themselves using the
va

various “Fill Effect” formatting that can also be applied to shapes and pictures. You can click the
“Background” button in the “Page Background” button group on the “Page Design” tab within the Ribbon to
display a drop-down menu of default page background choices. You can click on any of these choices to
apply it to your currently selected page as a background. You can also click on the “No Background” choice
e

in this drop-down menu to remove a page background that you have applied to a page.
If you want to create a custom page background, select the “More Backgrounds…” command from
or

the drop-down menu that appears when you click the “Background” button in the “Page Background” button
group on the “Page Design” tab within the Ribbon to display the “Fill Effects” dialog box. You can use the
“Fill Effects” dialog box to fill the background of the page with a custom design of your choosing.
-f

To apply a gradient background, click the “Gradient” tab in the “Fill Effects” dialog box. You can then
select whether you want a “One Color,” “Two Colors,” or “Preset” gradient by selecting the desired option
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button in the “Colors” section. If you select the “One Color” option, then use the adjacent “Color 1:” drop-
down to select a color. You can then use the slider below the color to mix it with either black or white. If you
select the “Two Colors” option, then select the two colors to use from the “Color 1:” and “Color 2:” drop-
downs. If you select the “Preset” option, then choose the name of the preset gradient to use from the
m

“Preset colors:” drop-down.


Next, in the “Shading styles” section, choose the option button for the style of gradient you prefer.
For each selection you make, you will see 2 to 4 variations of that style shown in the “Variants” section. You
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can then click on the specific variation you prefer. To then apply the selected gradient, click the “OK” button.
To apply a texture background to a page, click the “Texture” tab in the “Fill Effects” dialog box. Then

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Customizing Schemes

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7.4- Customizing Page Backgrounds- 2010 Only (cont’d.):

on
select the desired texture to use from the “Texture:” list. You can then click the “OK” button to apply the
selected texture as a tiled background to your page.
To apply a patterned page background, click the “Pattern” tab in the “Fill Effects” dialog box. You

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can then select two colors to use for the pattern from the “Foreground:” and “Background:” color drop-
downs shown. You can then click on a desired pattern style from the “Pattern:” list. To apply the selected
pattern, click the “OK” button.

os
You could also select a picture from your computer to use as a tiled page background. To do this,
click the “Picture” tab in the “Fill Effects” dialog box. Then click the “Select Picture…” button to open the
“Insert Picture” dialog box. Choose the picture to use from the “Insert Picture” dialog box and then click the
“Insert” button to return to the “Picture” tab. You can then click the “OK” button to apply the selected image

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as a tiled background to your page.
If you wish to apply a color tint as a page background, click the “Tint” tab in the “Fill Effects” dialog

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box. Then use the “Base color:” drop-down to select the desired base color to use. You can then select the
desired tint of the color to apply by selecting one form the “Tint/Shade:” list. You can then click the “OK”
button to apply the selected tint as a page background.

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ACTIONS-
Customizing Schemes

ly!
CREATING A CUSTOM COLOR SCHEME:

on
1. To create your own custom color scheme, click the “More” button in the lower right corner of the
“Schemes” list on the “Page Design” tab in the Ribbon. Then select the “Create New Color Scheme…”
command from the drop-down menu that appears to open the “Create New Color Scheme” dialog box.

es
2. In the “Create New Color Scheme” dialog box, you click the color drop-down button next to each color
cube for each category shown in the “Scheme colors” section to select a color for those publication
elements.

os
3. You can then enter a name for your custom color scheme into the “Color scheme name:” text box.
4. Then click the “Save” button to save your custom color scheme.
5. The custom color scheme will then appear as a selection within the “Schemes” button group on the
“Page Design” tab within the Ribbon where you can click on it to apply it to your publications.

rp
6. To edit a custom color scheme shown within the “Schemes” button group, right-click on it in the
“Schemes” list and then select the “Edit Scheme…” command to open the “Edit Color Scheme” dialog

pu
box. You can then change any colors used by the scheme and then click the “Save” button to save your
changes to the color scheme.
7. You can delete any custom color scheme you have created by right-clicking on the custom color
scheme that you want to delete in the “Schemes” list and then selecting the “Delete Scheme” command.
n
You can then click the “Yes” button in the confirmation dialog box that appears to delete the custom
color scheme.
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CREATING A CUSTOM FONT SCHEME:
lua

1. To create your own custom font scheme, click the “Fonts” drop-down button in the “Schemes” button
group on the “Page Design” tab in the Ribbon. Then select the “Create New Font Scheme…” command
from the drop-down menu that appears to open the “Create New Font Scheme” dialog box.
va

2. In the “Create New Font Scheme” dialog box, you click the drop-down button next to the “Heading font:”
and “Body font:” drop-downs to select a custom heading and body font for your font scheme.
3. You can then enter a name for your custom font scheme into the “Font scheme name:” text box.
4. Then click the “Save” button to save your custom font scheme.
e

5. The custom font scheme will then appear as a selection that you can apply to your publications when
you click the “Fonts” button in the “Schemes” button group on the “Page Design” tab within the Ribbon.
or

6. To delete a custom font scheme you have created, right-click on the custom font scheme that you want
to delete from the drop-down menu which appears when you click the “Fonts” button in the “Schemes”
button group and then choose the “Delete Scheme” command. You can then click the “Yes” button in
-f

the confirmation dialog box that appears to delete the custom font scheme.
ple
m
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©TeachUcomp, Inc. Introductory Publisher 83


ACTIONS-
Customizing Schemes

ly!
CUSTOMIZING PAGE BACKGROUNDS- 2013 ONLY:

on
1. Click the “Background” button in the “Page Background” button group on the “Page Design” tab within
the Ribbon to display a drop-down menu of default page background choices.
2. Click any of these choices to apply it to your currently selected page as a background.

es
3. You can also click the “No Background” choice in this drop-down menu to remove a page background
you have applied to a page.
4. To create a custom page background, select the “More Backgrounds…” command from the drop-down

os
menu that appears when you click the “Background” button in the “Page Background” button group on
the “Page Design” tab within the Ribbon to display the “Fill” category within the “Format Background”
task pane. You can use this to fill the background of the page with a custom design.
5. To apply a solid color as your page background, select the “Solid fill” option button.

rp
6. Use the “Color” drop-down to select the desired color to apply.
7. Use the “Transparency” slider to set the level of color transparency to apply.

pu
8. To select a specific color not available in the “Color” button’s drop-down palette of choices, select either
the “More Colors…” command to open the “Colors” dialog box or select the “Tints…” command to open
the “Tints” dialog box.
9. If you open the “Colors” dialog box, select any color you want from the tabs within in the “Colors” dialog
box and then click the “OK” button to apply it. n
10. If you open the “Tints” dialog box, select a color and tint to apply and click the “OK” button to apply it.
tio
11. To apply a gradient background, click the “Gradient fill” option button in the “Format Background” task
pane.
12. Choose one of the preset gradients by making a selection from the “Preset gradients” drop-down.
lua

13. To make a custom gradient, use the “Type” drop-down to select the type of gradient to use: “Linear,”
which changes colors from one side to another across a straight line or “Path,” which follows the path of
a line that you draw.
14. If you select “Linear,” select the specific variation to use from the “Direction” drop-down.
va

15. You may change the angle at which the gradient changes colors by entering the desired angle (in
degrees) into the “Angle” spinner box.
16. In the “Gradient stops” section, click a gradient stop to select the gradient stop whose properties you
e

wish to set.
17. You can click and drag a gradient stop to change its position within the gradient, or you can enter its
position as a percentage into the “Position” spinner box.
or

18. Use the “Color” drop-down to set what color you want the gradient to be at the selected point.
19. Use the “Brightness” slider to set the brightness of the selected color and use the “Transparency” slider
-f

to set the transparency level of the color.


20. To add more gradient stops, click into the gradient line at the spot where you wish to place the new
gradient stop. You could also click the “Add gradient stop” button to the right of the gradient, as well.
ple

21. To remove a gradient stop, select the gradient stop to delete and then click the “Remove gradient stop”
button to delete it.
22. Back at the top of the task pane in the “Fill” category options, you can choose the “Picture or texture fill”
option button to fill the page background with a texture or another image of your choosing.
m

23. To apply a preset texture, select a choice from the “Texture” drop-down.
24. To use a picture located on your computer, click the “File…” button to open the “Insert Picture” dialog
Sa

box where you can select the image file from your computer to insert.
(cont’d.)

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ACTIONS-
Customizing Schemes

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CUSTOMIZING PAGE BACKGROUNDS- 2013 ONLY (CONT’D.):

on
25. You can also copy an image to use and then click the “Clipboard” button to paste the copied contents of
your clipboard into the background of the image.
26. To insert an online picture into the background, click the “Online…” button to open the “Insert Pictures”

es
window where you can search for online pictures to insert into the background of the image.
27. You can set the amount of transparency to apply to the background image by using the “Transparency”
slider.

os
28. To tile, or repeat, the background image, check the “Tile picture as texture” check box.
29. In the “Tiling options” section, set the “Offset X” and “Offset Y” options to set the amount of horizontal
and vertical offset to apply to the tiled background image.
30. Use the “Scale X” and “Scale Y” spinner boxes to set the percentage of the image to display in the tiled

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background.
31. Use the “Alignment” drop-down to set the alignment of the background image within the page.

pu
32. Use the “Mirror type” drop-down to select the type of reflection to apply to the tiled images in the
background.
33. If you de-select the “Tile picture as texture” checkbox, you will instead see offset options for the image
appear. You can change the background image’s offset settings here.
n
34. Use the “Offset left”, “Offset right”, “Offset top”, and “Offset bottom” spinner boxes to input the
percentage by which the image should be offset from the selected side.
tio
35. To set a pattern fill for the page background, choose the “Pattern fill” option from the top of the “Fill”
options section.
36. Select a desired pattern to use as the fill for the image from the choices shown in the “Pattern” section.
lua

37. Then use the “Foreground color” and “Background color” drop-downs to set the desired foreground and
background colors to use for the selected fill pattern.
38. When you have finished setting the page background, click the “OK” button within the “Format
Background” task pane to apply it.
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ACTIONS-
Customizing Schemes

ly!
CUSTOMIZING PAGE BACKGROUNDS- 2010 ONLY:

on
1. You can click the “Background” button in the “Page Background” button group on the “Page Design” tab
within the Ribbon to display a drop-down menu of default page background choices.
2. You can click on any of these choices to apply it to your currently selected page as a background.

es
3. You can also click on the “No Background” choice in this drop-down menu to remove a page
background that you have applied to a page.
4. If you want to create a custom page background, select the “More Backgrounds…” command from the

os
drop-down menu that appears when you click the “Background” button in the “Page Background” button
group on the “Page Design” tab within the Ribbon to display the “Fill Effects” dialog box.
5. To apply a gradient background, click the “Gradient” tab in the “Fill Effects” dialog box. You can then
select whether you want a “One Color,” “Two Colors,” or “Preset” gradient by selecting the desired

rp
option button in the “Colors” section.
6. If you select the “One Color” option, then use the adjacent “Color 1:” drop-down to select a color. You

pu
can then use the slider below the color to mix it with either black or white. If you select the “Two Colors”
option, then select the two colors to use from the “Color 1:” and “Color 2:” drop-downs. If you select the
“Preset” option, then choose the name of the preset gradient to use from the “Preset colors:” drop-down.
7. Next, in the “Shading styles” section, choose the option button for the style of gradient you prefer.
n
8. For each selection you make, you will see 2 to 4 variations of that style shown in the “Variants” section.
You can then click on the specific variation you prefer.
tio
9. To then apply the selected gradient, click the “OK” button.
10. To apply a texture background to a page, click the “Texture” tab in the “Fill Effects” dialog box. Then
select the desired texture to use from the “Texture:” list.
lua

11. You can then click the “OK” button to apply the selected texture as a tiled background to your page.
12. To apply a patterned page background, click the “Pattern” tab in the “Fill Effects” dialog box. You can
then select two colors to use for the pattern from the “Foreground:” and “Background:” color drop-downs
shown.
va

13. You can then click on a desired pattern style from the “Pattern:” list.
14. To apply the selected pattern, click the “OK” button.
15. You could also select a picture from your computer to use as a tiled page background. To do this, click
e

the “Picture” tab in the “Fill Effects” dialog box. Then click the “Select Picture…” button to open the
“Insert Picture” dialog box.
16. Choose the picture to use from the “Insert Picture” dialog box and then click the “Insert” button to return
or

to the “Picture” tab.


17. You can then click the “OK” button to apply the selected image as a tiled background to your page.
-f

18. If you wish to apply a color tint as a page background, click the “Tint” tab in the “Fill Effects” dialog box.
Then use the “Base color:” drop-down to select the desired base color to use.
19. You can then select the desired tint of the color to apply by selecting one form the “Tint/Shade:” list.
ple

20. You can then click the “OK” button to apply the selected tint as a page background.
m
Sa

©TeachUcomp, Inc. Introductory Publisher 86


EXERCISES-
Customizing Schemes

ly!
Purpose:

on
1. To be able to customize the appearance of a publication using schemes.

es
Exercises:

1. Open the “Brochure” publication that has been completed through the Exercise at the end of
Chapter 5.

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2. Click the “Page Design” tab in the Ribbon.
3. Click the “Glacier” color scheme in the “Schemes” button group.
4. Click the “Fonts” drop-down button in the “Schemes” button group and then select the “Create New

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Font Scheme…” command from the drop-down menu that appears.
5. In the “Create New Font Scheme” dialog box which appears, select “Arial Black” from the “Heading
font:” drop-down.

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6. Select “Arial” from the “Body font:” drop-down.
7. Type “Arial Set” into the “Font scheme name:” text box.
8. Click the “Save” button.
9. Note that the custom font scheme is applied to your publication as soon as it is created.
n
10. Select Page 1 from the Navigation Pane.
tio
11. Click the “Background” button in the “Page Background” button group on the “Page Design” tab.
12. Select the “Accent 3 Vertical Gradient” choice from the button’s drop-down menu to apply a custom
page background.
lua

13. Click “Save” in the Quick Access toolbar to save your changes.
14. Click the “X” button in the upper right corner of the application window to close the publication.
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©TeachUcomp, Inc. Introductory Publisher 87


CHAPTER 8-
Using Tables

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on
8.1- Creating and Deleting Tables

8.2- Selecting Table Elements

es
8.3- Inserting and Deleting Columns and Rows

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8.4- Merging and Splitting Cells

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8.5- Modifying Text in Table Cells

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8.6- Formatting Tables
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Using Tables

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8.1- Creating and Deleting Tables:

on
Tables can be very useful tools when working with a publication. You can use them to display data
for a publication, to add a colorful grid to a design, or even to use as an invisible alignment tool for page
objects. These are not all of the possibilities of tables, but a few common examples. A table is a structured

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layout of information containers arranged in vertical columns and horizontal rows. The individual containers
are called “cells.” They are often used to store data, although Publisher can also use them to organize page
objects by creating a structure for the page layout.

os
To create a basic table, click either the “Table” button in the “Tables” button group on the “Insert” tab
in the Ribbon or click the “Table” button in the “Objects” button group on the “Home” tab in the Ribbon.
When you click the “Table” button, it will display a grid, along with a command, in a drop-down menu. If you

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want to create a simple, structured table, roll your mouse pointer out and over the grid by the number of
columns and rows that you want to insert into the table. The dimensions of the table will be shown above
the grid as the number of columns by the number of rows when you roll your mouse pointer over the grid.

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Click your mouse when you have the desired number of columns and rows highlighted to insert a table of
the displayed dimensions into your page.
After creating the table, you will probably want to perform some data entry. Moving into cells to enter
information is easy. Either click with the mouse into the cells into which you want to enter information, or
n
press the “Tab” key on your keyboard to move from cell to cell, left to right and top to bottom. Keep in mind
that if you press the “Tab” button when you are in the last cell in a table (lower right corner), Publisher will
tio
insert a new row for you to continue the data entry.
Cells can also contain many lines of text, if needed. Entering text into a cell works in the same
manner as it does when entering text into a text box. When the text reaches the cell’s border, it
lua

automatically wraps itself. You only need to press the “Enter” key on your keyboard if you want to create a
new paragraph within a cell.
Another way to create a table is to click either the “Table” button in the “Tables” button group on the
“Insert” tab in the Ribbon or click the “Table” button in the “Objects” button group on the “Home” tab in the
va

Ribbon, and then select the “Insert Table…” command from the button’s drop-down menu. This opens the
“Insert Table” dialog box. In this dialog box, you enter the number of columns and the number of rows that
you want the table to possess into the two boxes provided. You can then click the “OK” button to insert a
e

table of the specified dimensions into your publication page.


Note that once you have a table selected in your publication page, you will see the “Table Tools”
contextual tab appear within the Ribbon. Within this contextual tab are the “Design” and “Layout” tabs which
or

contain the button groups you can use to makes changes to the selected table.
You can make adjustments to the height of the columns and the width of rows within your table
-f

using the mouse. To do this, place your mouse pointer over the border of the column or row that you wish to
adjust until the mouse pointer turns into a icon of a double-line with an intersecting arrow through it. When
your mouse pointer looks like that, click and drag to adjust the column width or row height.
ple

To delete a table that you have inserted, simply click the border of the table to select it. Then press
the “Delete” or “Del” key on your keyboard to delete the selected table object from the page. Alternately, you
can delete a table by clicking into any cell within the table and then clicking the “Delete” button in the “Rows
& Columns” button group on the “Layout” tab of the “Table Tools” contextual tab within the Ribbon. Then
m

select the “Delete Table” command from the button’s drop-down menu to delete the entire table.
Sa

©TeachUcomp, Inc. Introductory Publisher 89


Using Tables

ly!
8.2- Selecting Table Elements:

on
Now that you have learned how to create tables, you need to learn how to make selections of these
new table elements. In addition to being able to select the entire table, you can also select the separate
table elements, such as the “cells,” “columns,” and “rows.” Just as with text, once you have selected an

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element, you can then make changes that are applied only to the selected element.
First you will learn how to select table objects with your mouse. To select a cell, put your mouse
pointer into the upper left corner of a cell. When your mouse pointer is in the correct position, it will turn into

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a diagonally-pointing black arrow. When it does this, you can click the mouse button to select the cell. To
select multiple cells, simply click directly into the cell and then drag your mouse pointer to select multiple
adjacent cells. You can then release the mouse button when you have the desired cells selected.

rp
You select rows by placing the mouse pointer just outside of the left edge of the row you wish to
select until it turns into a small, black right-pointing arrow, and then clicking the mouse button. You can then
click and drag up or down to select multiple, adjacent rows. Selecting a column is the same, except that you

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place the mouse pointer above the top of the column until it turns into a small, black downward-pointing
arrow. You can then click to select the column. You can click and drag right or left to select multiple
adjacent columns.
You can also use the commands in the “Table” button group on the “Layout” tab of the “Table Tools”
n
contextual tab in the Ribbon to select table elements. To select a table element using this method, first click
into the cell, row, column, or table to select. Then click the “Select” button in the “Table” button group on the
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“Layout” tab of the “Table Tools” contextual tab in the Ribbon. From the drop-down menu that appears,
choose the appropriate command to select the desired object: “Select Cell,” “Select Column,” “Select Row,”
or “Select Table.”
lua

8.3- Inserting and Deleting Columns and Rows:


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You can add and delete whole columns and rows to your tables, if needed. Remember that
Publisher will automatically add new rows at the bottom of a table when you press the “Tab” key while your
insertion point is in the lower right corner cell of the table. However, you may also need to alter the table’s
e

structure to add or remove columns and rows. In this lesson, you will learn how to insert and delete columns
and rows in a table.
To delete multiple columns or rows, first select the columns or rows to delete. To delete a single
or

column or a single row, click into a cell within the column or row to delete to indicate your selection. After
making your selection, click the “Delete” button in the “Rows & Columns” button group on the “Layout” tab of
-f

the “Table Tools” contextual tab in the Ribbon. From the drop-down menu of commands, select either the
“Delete Columns” or the “Delete Rows” command, as is appropriate for your selection.
To insert a new column or row, click into a cell within a column or row adjacent to the location where
ple

the new column or row is to be inserted. Then use the buttons available in the “Rows & Columns” button
group on the “Layout” tab of the “Table Tools” contextual tab in the Ribbon to insert either a column or row
in the location shown on the button: “Insert Above,” “Insert Below,” “Insert Left,” or “Insert Right.”
To insert multiple columns or rows, first select the number of columns or rows to insert before
m

clicking one of the four buttons. For example, if you select three columns and then click the “Insert Left”
button, you will insert three columns to the left of the three selected columns.
Sa

©TeachUcomp, Inc. Introductory Publisher 90


Using Tables

ly!
8.4- Merging and Splitting Cells:

on
You can merge multiple selected cells together into one larger cell or split a single selected cell into
multiple, smaller cells. This is often performed on layout tables in a publication page to create cells of
various sizes into which you can place page content for more precise alignment of the content.

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To merge multiple selected cells into a single cell, first select the cells to merge into a single cell.
Next, click the “Merge Cells” button in the “Merge” button group on the “Layout” tab of the “Table Tools”
contextual tab in the Ribbon. The selected cells will be merged into a single cell.

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To split a merged cell back into its component cells, start by clicking into the merged cell that you
want to split. Next, click the “Split Cells” button in the “Merge” button group on the “Layout” tab in the “Table
Tools” contextual tab within the Ribbon to divide the merged cell back into its component cells within the

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existing columns and rows.
You can also select a cell in a table and then click the “Diagonals” button in the “Merge” button
group on the “Layout” tab in the Ribbon to display a drop-down menu of possible cell division choices. You

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can select “Divide Down” or “Divide Up” to divide the selected cell up or down diagonally. You can also click
into a cell in a table that contains a diagonal split and then select the “No Division” command from the
button’s drop-down menu to remove the diagonal split from the selected cell.

8.5- Modifying Text in Table Cells:


n
tio
You can use the buttons in the “Alignment” button group on the “Layout” tab of the “Table Tools”
contextual tab in the Ribbon to change the alignment of text within selected cells. To do this, select the cells
whose text alignment you wish to change and then click the desired alignment button in the “Alignment”
lua

button group. Note that the buttons available in this group control both the horizontal and vertical alignment
of the text within the selected table cells.
To change the direction that text flows within selected cells, click the “Text Direction” button in the
“Alignment” button group to rotate the text by 90 degrees each time you click the button.
va

You can click the “Hyphenation” button in the “Alignment” button group to set hyphenation of text
within the selected cell or cells. In the “Hyphenation” dialog box that appears, you can check the
“Automatically hyphenate this story” checkbox and then enter the desired hyphenation zone measurement
e

into the “Hyphenation zone:” text box. You can also click the “Manual…” button to manually set hyphenation
for the selected cell or cells within the table.
or

You can change the amount of spacing placed between the edge of the cell and the text within it for
selected table cells. To do this, select the cells whose cell spacing you want to alter, and then click the “Cell
Margins” button in the “Alignment” button group. From the drop-down menu that appears, select the desired
-f

cell margin amounts.


You can also set stylistic options for selected cells using the buttons available in the “Typography”
ple

button group on the “Design” tab (“Layout” tab in Publisher 2010) of the “Table Tools” contextual tab in the
Ribbon. You can click the “Drop Cap” drop-down to select a style of drop cap for the selected cell text. If the
text you select is numeric, you can use the “Number Style” drop-down to choose a number style. You can
click the “Ligatures” drop-down to set a desired ligature style for the text, which can improve readability. For
m

some types of fonts, you can use the “Stylistic Set” drop-down to select a set of alternate character shapes
for the selected text. If the font you’ve selected includes decorative characters, you can click the “Swash”
button to enable flourishes in the selected text. For some types of fonts, you can use the “Stylistic Alternate”
Sa

drop-down to select a set of different character shapes for the selected text.

©TeachUcomp, Inc. Introductory Publisher 91


Using Tables

ly!
8.6- Formatting Tables:

on
You can format Publisher tables to enhance their appearance. Publisher has many table styles you
can apply to tables. In addition to these table styles, you can also select individual table elements and apply
your own custom formatting, if desired.

es
To apply a table style, start by clicking into the table to format. Next, click the “Design” tab of the
“Table Tools” contextual tab in the Ribbon. The styles you can automatically apply are shown in a list within
the “Table Formats” button group. Scroll through the list and click the one you want to apply to the table.

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To customize the appearance of these default table formats, click the “More” button in the lower right
corner of the “Table Formats” list to display a drop-down menu of the table styles. Then select the “Table
AutoFormat” command from the bottom of the drop-down menu. In the “AutoFormat” dialog box that
appears, you can select a format to use from the “Table format:” list. The format will appear in a preview to

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the right of the list. You can then click the “Options >>” button at the bottom of the dialog box to display a set
of checkboxes in the “Formats to apply” section that you can check or uncheck to apply or remove the

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selected formatting from the table format. When you have finished customizing your desired table format,
click the “OK” button to apply it.
To apply a custom fill color to table cells, select the cells to which you want to apply a custom fill
color. Then click the “Fill” drop-down button and choose the desired color from the drop-down menu. You
n
can also select the “More Fill Colors…” command to make a color selection from the “Colors” dialog box
that appears, or you can select the “Sample Fill Color” command to then click on a color in the page to use
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as a fill color. You can select the “Tints…” command to open the “Tints” dialog box where you can choose a
color and tint to use. You can select the “No Fill” command to remove fill color from selected cells.
You can also format the borders of selected table cells. To do this, select the cells to which you want
lua

to apply borders. Then use the “Line Weight” drop-down in the “Borders” button group on the “Design” tab of
the “Table Tools” contextual tab within the Ribbon to select a border thickness. Then use the “Line Color”
drop-down button to choose a border color. Then use the “Borders” drop-down to select to which of the
selected cell borders to apply the custom border style from the drop-down menu of border choices.
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In the “Arrange” button group on the “Layout” tab (“Design” tab in Publisher 2010) of the “Table
Tools” contextual tab within the Ribbon, you will find buttons that allow you to arrange other page content
with your table. You can click the “Wrap Text” drop-down button (“Text Wrapping” in Publisher 2010) to
e

select one of the preset text wrapping options for the table. If you have overlapping objects, you can click
either the “Bring Forward” or “Send Backward” drop-down buttons to change the order in which the table
and those objects overlap each other. You can click the “Align” button to choose one of the available
or

alignment options for the table. You can click the “Group” button to group the table with other selected
objects as a single unit. You can click the “Ungroup” button when selecting a grouped object to separate it
-f

into its individual components again. You can click the “Rotate” button to select a rotation option for the
selected table.
In the “Size” button group on the “Layout” tab (“Design” tab in Publisher 2010) of the “Table Tools”
ple

contextual tab within the Ribbon, you can enter a “Height” and “Width” for the selected table. You can also
check the “Grow to Fit Text” checkbox to ensure the table will expand to contain text entered into its cells.
m
Sa

©TeachUcomp, Inc. Introductory Publisher 92


ACTIONS-
Using Tables

ly!
CREATING AND DELETING TABLES:

on
1. To create a basic table, click either the “Table” button in the “Tables” button group on the “Insert” tab in
the Ribbon or click the “Table” button in the “Objects” button group on the “Home” tab in the Ribbon.
2. When you click the “Table” button, it will display a grid, along with a command, in a drop-down menu. If

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you want to create a simple, structured table, roll your mouse pointer out and over the grid by the
number of columns and rows that you want to insert into the table. The dimensions of the table will be
shown above the grid as the number of columns by the number of rows when you roll your mouse

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pointer over the grid. Click your mouse when you have the desired number of columns and rows
highlighted to insert a table of the displayed dimensions into your page.
3. After creating the table, you will probably want to perform some data entry. Moving into cells to enter

rp
information is easy. Either click with the mouse into the cells into which you want to enter information, or
press the “Tab” key on your keyboard to move from cell to cell, left to right and top to bottom. Keep in
mind that if you press the “Tab” button when you are in the last cell in a table (lower right corner),

pu
Publisher will insert a new row for you to continue the data entry.
4. Cells can also contain many lines of text, if needed. Entering text into a cell works in the same manner
as it does when entering text into a text box. When the text reaches the cell’s border, it automatically
wraps itself. You only need to press the “Enter” key on your keyboard if you want to create a new
paragraph within a cell. n
5. Another way to create a table is to click either the “Table” button in the “Tables” button group on the
tio
“Insert” tab in the Ribbon or click the “Table” button in the “Objects” button group on the “Home” tab in
the Ribbon, and then select the “Insert Table…” command from the button’s drop-down menu. This
opens the “Insert Table” dialog box.
lua

6. In this dialog box, you enter the number of columns and the number of rows that you want the table to
possess into the two boxes provided. You can then click the “OK” button to insert a table of the specified
dimensions into your publication page.
7. Note that once you have a table selected in your publication page, you will see the “Table Tools”
va

contextual tab appear within the Ribbon. Within this contextual tab are the “Design” and “Layout” tabs
which contain the button groups you can use to makes changes to the selected table.
8. You can make adjustments to the height of the columns and the width of rows within your table using
e

the mouse. To do this, place your mouse pointer over the border of the column or row that you wish to
adjust until the mouse pointer turns into a icon of a double-line with an intersecting arrow through it.
When your mouse pointer looks like that, click and drag to adjust the column width or row height.
or

9. To delete a table that you have inserted, simply click the border of the table to select it. Then press the
“Delete” or “Del” key on your keyboard to delete the selected table object from the page.
-f

10. Alternately, you can delete a table by clicking into any cell within the table, and then clicking the “Delete”
button in the “Rows & Columns” button group on the “Layout” tab of the “Table Tools” contextual tab
within the Ribbon. Then select the “Delete Table” command from the button’s drop-down menu to delete
ple

the entire table.


m
Sa

©TeachUcomp, Inc. Introductory Publisher 93


ACTIONS-
Using Tables

ly!
SELECTING TABLE ELEMENTS:

on
1. To select a cell, put your mouse pointer into the upper left corner of a cell. When your mouse pointer is
in the correct position, it will turn into a diagonally-pointing black arrow. When it does this, you can click
the mouse button to select the cell.

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2. To select multiple cells, simply click directly into the cell and then drag your mouse pointer to select
multiple adjacent cells. You can then release the mouse button when you have the desired cells
selected.

os
3. You select rows by placing the mouse pointer just outside of the left edge of the row that you wish to
select until it turns into a small, black right-pointing arrow, and then clicking the mouse button. You can
then click and drag to select multiple, adjacent rows.

rp
4. Selecting a column is the same, except that you place the mouse pointer above the top of the column
until it turns into a small, black downward-pointing arrow. Click when you see it change to that icon to
select the column. You can then click and drag to select multiple adjacent columns.

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5. You may also use the commands in the “Table” button group on the “Layout” tab of the “Table Tools”
contextual tab in the Ribbon to select the same table elements.
6. To select a table item using this method, you must first click into the cell, row, column, or table that you
wish to select. Then click the “Select” button in the “Table” button group on the “Layout” tab of the “Table
Tools” contextual tab in the Ribbon. n
7. From the drop-down menu that appears, you can choose the appropriate command to select the desired
tio
object: “Select Cell,” “Select Column,” “Select Row,” or “Select Table.”
lua

INSERTING AND DELETING COLUMNS AND ROWS:

1. You can add and delete whole columns and whole rows to your tables, if needed. Remember that
Publisher will automatically add new rows at the bottom of a table when you press the “Tab” key with
va

your insertion point in the lower right corner cell of the table. However, you may also need to alter the
table’s structure to add or remove columns and rows. In this lesson, you will learn how to insert and
delete columns and rows in a table.
e

2. To delete multiple columns or rows, first select the columns or rows to delete. To delete a single column
or a single row, click into a cell within the column or row to delete to indicate your selection. After
making your selection, click the “Delete” button in the “Rows & Columns” button group on the “Layout”
or

tab of the “Table Tools” contextual tab in the Ribbon. From the drop-down menu of commands, select
either the “Delete Columns” or the “Delete Rows” command, as is appropriate for your selection.
3. After you have made your selection, click the “Delete” button in the “Rows & Columns” button group on
-f

the “Layout” tab of the “Table Tools” contextual tab in the Ribbon.
4. From the drop-down menu of commands, select either the “Delete Columns” or the “Delete Rows”
ple

command, as is appropriate for your selection.


5. To insert a new column or row, click into a cell within a column or row adjacent to the location where the
new column or row is to be inserted.
6. Use the buttons available in the “Rows & Columns” button group on the “Layout” tab of the “Table Tools”
m

contextual tab in the Ribbon to insert either a column or row in the location shown on the button: “Insert
Above,” “Insert Below,” “Insert Left,” or “Insert Right.”
7. To insert multiple columns or rows, first select the number of columns or rows to insert before clicking
Sa

one of the four buttons. For example, if you select three columns and then click the “Insert Left” button,
you will insert three columns to the left of the three selected columns.

©TeachUcomp, Inc. Introductory Publisher 94


ACTIONS-
Using Tables

ly!
MERGING AND SPLITTING CELLS:

on
1. To merge multiple selected cells into a single cell, first select the cells that you would like to merge into
a single cell.
2. Click the “Merge Cells” button in the “Merge” button group on the “Layout” tab of the “Table Tools”

es
contextual tab in the Ribbon. The selected cells will be merged into a single cell.
3. To split a merged cell back into its component cells, start by clicking into the merged cell that you now
want to split.

os
4. Click the “Split Cells” button in the “Merge” button group on the “Layout” tab in the “Table Tools”
contextual tab in the Ribbon. This will divide the merged cell back into its component cells within the
existing columns and rows.
5. You can also select a cell in a table and then click the “Diagonals” button in the “Merge” button group on

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the “Layout” tab in the Ribbon to display a drop-down menu of possible cell division choices. You can
select “Divide Down” or “Divide Up” to divide the selected cell up or down diagonally.

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6. You can also click into a cell in a table that contains a diagonal split and then select the “No Division”
command from the button’s drop-down menu to remove the diagonal split from the selected cell.

MODIFYING TEXT IN TABLE CELLS: n


1. You can use the buttons available in the “Alignment” button group on the “Layout” tab of the “Table
tio
Tools” contextual tab in the Ribbon to change the alignment of text within selected cells.
2. To do this, select the cells whose text alignment you wish to change and then click the desired
alignment button in the “Alignment” button group.
lua

3. To change the direction that text flows within selected cells, click the “Text Direction” button in the
“Alignment” button group to rotate the text by 90 degrees each time you click the button.
4. You can click the “Hyphenation” button in the “Alignment” button group to set hyphenation of text within
selected cells. In the “Hyphenation” dialog box that appears, you can check the “Automatically
va

hyphenate this story” checkbox and then enter the desired hyphenation zone measurement into the
“Hyphenation zone:” text box. You can also click the “Manual…” button to manually set hyphenation for
the selected cell or cells within the table.
e

5. To change the amount of spacing placed between the edge of selected cells and the text within it, select
the cells and then click the “Cell Margins” button in the “Alignment” button group.
or

6. From the drop-down menu that appears, select the desired cell margin amounts.
7. You can also set stylistic options for selected cells using the buttons available in the “Typography”
button group on the “Design” tab (“Layout” tab in Publisher 2010) of the “Table Tools” contextual tab in
-f

the Ribbon.
8. You can click the “Drop Cap” drop-down to select a style of drop cap for the selected cell text.
9. If the text you select is numeric, you can use the “Number Style” drop-down to choose a number style.
ple

10. You can click the “Ligatures” drop-down to set a desired ligature style for the text, which can improve
readability.
11. For some types of fonts, you can use the “Stylistic Set” drop-down to select a set of alternate character
shapes for the selected text.
m

12. If the font you’ve selected includes decorative characters, you can click the “Swash” button to enable
flourishes in the selected text.
Sa

13. For some types of fonts, you can use the “Stylistic Alternate” drop-down to select a set of different
character shapes for the selected text.

©TeachUcomp, Inc. Introductory Publisher 95


ACTIONS-
Using Tables

ly!
FORMATTING TABLES:

on
1. To apply a table style, click into the table to format and then the “Design” tab of the “Table Tools”
contextual tab in the Ribbon.
2. The styles you can automatically apply are shown in a list within the “Table Formats” button group.

es
3. Scroll through the list and click the one you want to apply to the table.
4. To customize the appearance of these default table formats, click the “More” button in the lower right
corner of the “Table Formats” list to display a drop-down menu of the table styles.

os
5. Then select the “Table AutoFormat” command from the bottom of the drop-down menu.
6. In the “AutoFormat” dialog box that appears, select a format to use from the “Table format:” list.
7. Click the “Options >>” button at the bottom of the dialog box to display a set of checkboxes in the
“Formats to apply” section that you can check or uncheck to apply or remove the selected formatting

rp
from the table format.
8. When you have finished customizing your desired table format, click the “OK” button to apply it.

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9. To apply a custom fill color to table cells, select the cells to which you want to apply a custom fill color.
10. Click the “Fill” drop-down button and choose the desired color from the drop-down menu.
11. You can also select the “More Fill Colors…” command to make a color selection from the “Colors” dialog
box that appears or select the “Sample Fill Color” command to then click a color in the page to use.
n
12. You can select the “Tints…” command to open the “Tints” dialog box and choose a color and tint to use.
13. You can select the “No Fill” command to remove fill color from selected cells.
tio
14. To format the borders of selected table cells, select the cells to which you want to apply borders.
15. Use the “Line Weight” drop-down in the “Borders” button group on the “Design” tab of the “Table Tools”
contextual tab within the Ribbon to select a border thickness.
lua

16. Then use the “Line Color” drop-down button to choose a border color.
17. Use the “Borders” drop-down to select to which of the selected cell borders to apply the custom border
style from the drop-down menu of border choices.
18. In the “Arrange” button group on the “Layout” tab (“Design” tab in Publisher 2010) of the “Table Tools”
va

contextual tab within the Ribbon, you will find buttons that allow you to arrange other page content with
your table.
19. You can click the “Wrap Text” drop-down button (“Text Wrapping” in Publisher 2010) to select one of the
e

preset text wrapping options for the table.


20. If you have overlapping objects, you can click either the “Bring Forward” or “Send Backward” drop-down
buttons to change the order in which the table and those objects overlap each other.
or

21. You can click the “Align” button to choose one of the available alignment options for the table.
22. You can click the “Group” button to group the table with other selected objects as a single unit.
-f

23. You can click the “Ungroup” button when selecting a grouped object to separate it into its individual
components again.
24. You can click the “Rotate” button to select a rotation option for the selected table.
ple

25. In the “Size” button group on the “Layout” tab (“Design” tab in Publisher 2010) of the “Table Tools”
contextual tab within the Ribbon, you can enter a “Height” and “Width” for the selected table.
26. You can also check the “Grow to Fit Text” checkbox to ensure the table will expand to contain text
entered into its cells.
m
Sa

©TeachUcomp, Inc. Introductory Publisher 96


EXERCISES-
Using Tables

ly!
Purpose:

on
1. To create and format a table within a publication page.

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Exercises:

1. Create a new, blank publication of 8.5 x 11”.


2. Click the “Table” button in the “Objects” button group on the “Home” tab in the Ribbon.

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3. Click and drag 4 columns by 5 rows over the grid that appears in the drop-down menu.
4. Click when you see “4x5 Table” appear at the top of the button’s drop-down menu to insert a table of
those dimensions.

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5. Select “Table Style 4” from the “Table Formats” list on the “Design” tab of the “Table Tools”
contextual tab within the Ribbon.

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6. Select the entire top row of cells in the table by clicking and dragging across all of the cells.
7. Click the “Fill” button in the “Table Formats” button group on the “Design” tab of the “Table Tools”
contextual tab within the Ribbon.
8. Select “Accent 3” from the top row of color choices within the button’s drop-down menu.
9. Click the “Font Color” button in the “Font” button group on the “Home” tab in the Ribbon to set the
n
text for the selected cells to “Black.”
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10. Click into the leftmost cell in the top row and type “First Name.”
11. Press the “Tab” key on your keyboard to move into the next cell to the right and type “Last Name.”
12. Repeat this process across the row, typing “Department” into the third cell and “City” into the last
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cell.
13. Select the entire top row of cells in the table again by clicking and dragging across all of the cells.
14. Click the “Bold” and “Italic” buttons in the “Font” button group on the “Home” tab in the Ribbon to
make the titles bolded and italicized.
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15. Make the top row taller by clicking and dragging the bottom border of the top row downwards.
16. Make the “Last Name” column wider by clicking and dragging the right side border of that column to
the right.
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17. When finished, you can close the publication without saving it.
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CHAPTER 9-
Page Setup and Layouts

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9.1- Using Page Setup

9.2- Using Layout Guides

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9.3- Using the Rulers

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Customizing Layouts and Designs

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9.1- Using Page Setup:

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In Publisher, you can set the page size, orientation, and margins in the publication. To do this, click
the “Page Design” tab in the Ribbon. The buttons that control the page setup of the publication are in the
“Page Setup” button group on this tab. Click the “Margins” drop-down button to set the margins for your

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current publication. To set custom margin guides for the publication, select the “Custom Margins…”
command from the button’s drop-down menu. Doing this will open the “Layout Guides” dialog box and
display the “Margin Guides” tab. In the “Master Pages” section, you can check the “Two-page master”

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checkbox if you need to set margins for a two-page master. In the “Margin Guides” area, you can enter
custom margins into the “Left:,” “Right:,” “Top:,” and “Bottom:” spinner boxes. When finished, click the “OK”
button to apply the margins to your publication. The margins appear within your publication as the blue lines

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that surround the page. When designing your publication, ensure you do not place any content you want to
print into the designated margin areas.
You can switch the page orientation from “Portrait” to “Landscape” and vice versa by clicking the

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“Orientation” drop-down button in the “Page Setup” button group on the “Page Design” tab in the Ribbon.
Then choose the type of page orientation to apply.
You can choose a page size from the “Size” drop-down button in the “Page Setup” button group on
the “Page Design” tab in the Ribbon.
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To apply a custom page size, orientation, and margins by using the “Page Setup” dialog box, either
click the “Page Setup” dialog box launcher in the lower right corner of the “Page Setup” button group on the
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“Page Design” tab in the Ribbon, or click the “Size” drop-down button in that same button group and then
choose the “Page Setup…” command from that button’s drop-down menu.
In the “Page Setup” dialog box, enter the height and width of the paper into the “Width:” and
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“Height:” spinner boxes in the “Page” section. In the “Margin guides” section below that, enter the desired
margins into the “Top:,” “Left:,” “Bottom:,” and “Right:” spinner boxes. In the “Layout type” section, use the
drop-down to choose a page layout. For the selected layout type, enter any additional settings in the
“Options” section. When finished, click the “OK” button to apply your settings to the publication.
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9.2- Using Layout Guides:


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You have margin guides that appear onscreen to assist you in staying within the printable page
area. Margin guides are one type of layout guide you can use when designing publications. In this lesson,
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you will learn about the other types of layout guides you can use, such as ruler guides, baseline guides, and
grid guides. You can add guidelines to your publication by using the buttons available in the “Layout”
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section of the “Page Design” tab in the Ribbon.


To add a ruler guide to your page for object alignment, click the “Guides” button in the “Layout”
button group on the “Page Design” tab in the Ribbon and then choose a set of ruler guides to add from the
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drop-down menu. You could also select the “Add Horizontal Ruler Guide” or “Add Vertical Ruler Guide”
command from the button’s drop-down menu to add a single horizontal or vertical ruler guide to the center
of the page. You can also add ruler guides to your page by clicking directly into the ruler and then dragging
your mouse into the page to place a ruler guide at the location at which you release your mouse.
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You can adjust the position of ruler guides onscreen by clicking and dragging them to a new location
with your mouse. To do this, place your mouse pointer over the ruler guide until your mouse pointer turns
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into a double-pointed line intersected by an arrow. Then click and drag the guide to the desired location in
the publication. To remove a ruler guide, click and drag it off the publication page into the scratch area.
To view the grid and baseline guides, click the “Guides” button in the “Layout” button group on the

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Customizing Layouts and Designs

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9.2- Using Layout Guides (cont'd.):

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“Page Design” tab in the Ribbon and then select the “Grid and Baseline Guides…” command from the
menu’s drop-down button. In the “Layout Guides” dialog box, the “Grid Guides” tab will appear. You can
create additional columns and rows within a page using the settings on this tab. Enter the number of

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columns to appear within the page into the “Columns:” spinner box in the “Column Guides” section. You can
enter the desired column spacing to allocate by using the “Spacing:” spinner buttons in the “Column guides”
section. Then enter the number of rows to have within the page into the “Rows:” spinner box in the “Row

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Guides” section. You can enter the spacing to allocate between the rows in the “Spacing:” spinner box. If
you wish to indicate the center between the columns and the rows you have added, you can check the “Add
center guide between columns and rows” checkbox. This will place a pink guide that indicates the center
between the columns and rows to your page. When finished adding columns and rows, click the “OK”

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button to apply them to the page.
To add baseline guides, which allow you to align text lines across multiple columns, click the

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“Guides” button in the “Layout” button group on the “Page Design” tab in the Ribbon and then select the
“Grid and Baseline Guides…” command from the drop-down menu. Then click the “Baseline Guides” tab
within the “Layout Guides” dialog box. Enter the desired point values for the “Spacing:” and “Offset:” of the
baseline guides into the spinner boxes of the same names. After entering the desired values, click the “OK”
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button to apply them. To view the baseline guides in your publication, check the “Baselines” checkbox in the
“Show” button group on the “View” tab in the Ribbon.
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To ensure objects added to your page “snap to” the nearest baseline or page object for alignment
purposes, check either or both the “Guides” and “Objects” checkboxes in the “Align To” section of the
“Layout” button group on the “Page Design” tab in the Ribbon. Then when you add objects to the page, you
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will see small pink lines appear next to objects to show you when an object is aligned with a nearby guide
or another page object as you drag it around onscreen.
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9.3- Using the Rulers:

You can use the rulers to assist you in making precise measurements and placing objects into the
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publication pages. You can click and drag the ruler origin point, which is the gray box where the rulers
intersect, from the upper left corner directly into the publication page to move the rulers right next to objects
onscreen so that you can precisely measure and position them. When you have finished making
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adjustments, you can click and drag the origin point of the ruler back to the upper left corner of the screen
so that it is out of the way.
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ACTIONS-
Customizing Layouts and Designs

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USING PAGE SETUP:

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1. Click the “Page Design” tab in the Ribbon.
2. The buttons that control the page setup of the publication are in the “Page Setup” button group on this
tab.

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3. Click the “Margins” drop-down button to set the margins for your current publication.
4. To set custom margin guides for the publication, select the “Custom Margins…” command from the
button’s drop-down menu to open the “Layout Guides” dialog box and display the “Margin Guides” tab.

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5. In the “Master Pages” section, you can check the “Two-page master” checkbox if you need to set
margins for a two-page master.
6. In the “Margin Guides” area, you can enter custom margins into the “Left:,” “Right:,” “Top:,” and
“Bottom:” spinner boxes.

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7. When finished, click the “OK” button to apply the margins to your publication.
8. You can switch the page orientation from “Portrait” to “Landscape” and vice versa by clicking the

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“Orientation” drop-down button in the “Page Setup” button group on the “Page Design” tab in the
Ribbon.
9. Then choose the type of page orientation to apply.
10. You can choose a page size from the “Size” drop-down button in the “Page Setup” button group on the
“Page Design” tab in the Ribbon. n
11. To apply a custom page size, orientation, and margins by using the “Page Setup” dialog box, either click
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the “Page Setup” dialog box launcher in the lower right corner of the “Page Setup” button group on the
“Page Design” tab in the Ribbon, or click the “Size” drop-down button in that same button group and
then choose the “Page Setup…” command from that button’s drop-down menu.
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12. In the “Page Setup” dialog box, enter the height and width of the paper into the “Width:” and “Height:”
spinner boxes in the “Page” section.
13. In the “Margin guides” section below that, enter the desired margins into the “Top:,” “Left:,” “Bottom:,”
and “Right:” spinner boxes.
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14. In the “Layout type” section, use the drop-down to choose a page layout.
15. For the selected layout type, enter any additional settings in the “Options” section.
16. When finished, click the “OK” button to apply your settings to the publication.
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USING LAYOUT GUIDES:


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1. To add a ruler guide to your page for object alignment, click the “Guides” button in the “Layout” button
group on the “Page Design” tab in the Ribbon and then choose a set of ruler guides to add from the
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drop-down menu.
2. You could also select the “Add Horizontal Ruler Guide” or “Add Vertical Ruler Guide” command from the
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button’s drop-down menu to add a single horizontal or vertical ruler guide to the center of the page.
3. You can also add ruler guides to your page by clicking directly into the ruler and then dragging your
mouse into the page to place a ruler guide at the location at which you release your mouse.
4. To adjust the position of ruler guides onscreen, place your mouse pointer over the ruler guide until your
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mouse pointer turns into a double-pointed line intersected by an arrow.


5. Then click and drag the guide to the desired location in the publication.
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6. To remove a ruler guide, click and drag it off the publication page into the scratch area.
(cont'd.)

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ACTIONS-
Customizing Layouts and Designs

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USING LAYOUT GUIDES (CONT'D.):

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7. To view the grid and baseline guides, click the “Guides” button in the “Layout” button group on the
“Page Design” tab in the Ribbon and then select the “Grid and Baseline Guides…” command from the
menu’s drop-down button.

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8. In the “Layout Guides” dialog box, the “Grid Guides” tab will appear.
9. Enter the number of columns to appear within the page into the “Columns:” spinner box in the “Column
Guides” section.

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10. Enter the desired column spacing to allocate by using the “Spacing:” spinner buttons in the “Column
guides” section.
11. Enter the number of rows to have within the page into the “Rows:” spinner box in the “Row Guides”

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section.
12. Enter the spacing to allocate between the rows in the “Spacing:” spinner box.
13. To indicate the center between the columns and the rows you have added, you can check the “Add

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center guide between columns and rows” checkbox to place a pink guide that indicates the center
between the columns and rows to your page.
14. When finished adding columns and rows, click the “OK” button to apply them to the page.
15. To add baseline guides, which allow you to align text lines across multiple columns, click the “Guides”
n
button in the “Layout” button group on the “Page Design” tab in the Ribbon and then select the “Grid and
Baseline Guides…” command from the drop-down menu.
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16. Click the “Baseline Guides” tab within the “Layout Guides” dialog box.
17. Enter the desired point values for the “Spacing:” and “Offset:” of the baseline guides into the spinner
boxes of the same names.
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18. After entering the desired values, click the “OK” button to apply them.
19. To view the baseline guides in your publication, check the “Baselines” checkbox in the “Show” button
group on the “View” tab in the Ribbon.
20. To ensure objects added to your page “snap to” the nearest baseline or page object for alignment
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purposes, check either or both the “Guides” and “Objects” checkboxes in the “Align To” section of the
“Layout” button group on the “Page Design” tab in the Ribbon.
21. Then when you add objects to the page, you will see small pink lines appear next to objects to show you
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when an object is aligned with a nearby guide or another page object as you drag it around onscreen.
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USING THE RULERS:


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1. You can click and drag the ruler origin point, which is the gray box where the rulers intersect, from the
upper left corner directly into the publication page to move the rulers right next to objects onscreen so
that you can precisely measure and position them.
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2. When you have finished making adjustments, you can click and drag the origin point of the ruler back to
the upper left corner of the screen so that it is out of the way.
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EXERCISES-
Customizing Layouts and Designs

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Purpose:

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1. None.

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Exercises:

1. There are no exercises for this chapter.

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CHAPTER 10-
Mailings

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10.1- Mail Merge

10.2- The Step by Step Mail Merge Wizard

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10.3- Creating a Data Source

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10.4- Selecting Recipients

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10.5- Inserting and Deleting Merge Fields

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10.6- Previewing a Merge

10.7- Detaching the Data Source


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10.8- Finishing a Mail Merge
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10.9- Merging a Catalog


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Mailings

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10.1- Mail Merge:

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You can use the features in Publisher’s “Mailings” tab in the Ribbon to perform automated mailings.
When you use the mail merge feature in Publisher, you merge information from a table (called a “data
source”) into designated fields in your publication. For each record (or row) in the table, you will typically

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produce one copy of the publication. For example, if you had a table that contained the names and
addresses of customers, you could create a publication (like an envelope, for example) that would display
the name and address of each customer on its face. In this example, you create a single envelope

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publication and place a data field for the name and another data field for the address into the envelope. You
then merge the table data into the publication to produce one envelope for each record in the table.
Obviously, this can save a lot of time and money in creating mailings for situations such as these. Also,

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while the example uses an envelope as the publication type, you can also create letters, e-mails, labels,
and catalogs using this feature. Publisher can also use several types of data sources. You could use an
Excel spreadsheet or an Access database table as your data source for a merge publication- making this

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feature very useful when combined with the other Microsoft Office applications.
To perform a mail merge first create a mail merge publication. Then choose a data source for the
publication. In the mail merge publication, enter the static, or “unchanging,” information. For example,
entering a return address in the upper left corner of the mail merge envelope which wouldn’t change for
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each copy of the envelope that is created. That is an example of static information. Then insert your merge
fields into the publication. The merge fields represent the location in the publication where you want the
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information from the data source to appear. Using the envelope example, you would insert fields for the
customer's name and their mailing address. Finally, you merge the information from the data source into the
merge publication. This often results in a separate publication being created- the “output” of the mail merge,
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if you will. This is often what happens when you need to make individual changes to each copy created.
Often this “output” publication is discarded after you have finished printing it. However, you always save the
data source and the original merge publication. Then in the future, you can recreate the mail merge using
the original merge publication and associated data source. Each time you perform a merge, you send the
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results of the merge directly to a printer or to a new “output” publication for editing.
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10.2- The Step by Step Mail Merge Wizard:

To start a mail merge in Publisher, create or open your new merge publication, then click the
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“Mailings” tab in the Ribbon. Then click the “Mail Merge” drop-down button in the “Start” button group. From
the button’s drop-down menu, choose the “Step by Step Mail Merge Wizard…” command. This leads you
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through the process of creating a mail merge publication step by step.


This will open the “Mail Merge” task pane at the right side of the publication window. Here you read
the information provided and answer the questions posed to you and click the “Next” hyperlink at the bottom
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of the pane to continue through the mail merge process until you are finished.
In the first screen of the “Mail Merge” pane, you must create a recipient list. If you already have a list,
such as a Microsoft Office Address List or an Excel spreadsheet that you wish to use for the merge
publication, then select the “Use an existing list” option. If you choose this option, then you will need to
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select the data source from the “Select Data Source” dialog box that appears when you click the “Next:
Create or connect to a recipient list” hyperlink.
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This dialog box will open up and display the contents of a default folder, so you may need to
navigate to the folder in which your actual data source is stored. Once you have found the list that you want
to use as your data source, double-click it to select it and return to the task pane. Note that you

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Mailings

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10.2- The Step by Step Mail Merge Wizard- (cont'd.):

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may need to select a specific table from the database, or select a specific sheet from a workbook, if you are
using either an Access database or Excel workbook as the data source. Once you have selected the data
source you will be using, you will see the “Mail Merge Recipients” dialog box appear. You can use this

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dialog box to filter and sort the recipient information. We will examine how to use this dialog box in a
separate lesson. However, once that has been done you can click the “OK” button in the “Mail Merge
Recipients” dialog box to close it and return to the task pane.

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If you wanted to use information from an Outlook contacts folder versus using an existing list, then
select the option button for “Select from Outlook Contacts” in the “Create recipient list” section in the “Mail
Merge” task pane. This will then launch Microsoft Outlook. In Outlook, you will need to select the “Contacts”

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folder that you want to use as the data source. Once you have selected the contacts folder that you will be
using, you will again see the “Mail Merge Recipients” dialog box appear, where you can filter and sort the
data from the data source. Once again, we will cover the use of this dialog box in a separate lesson, as it is

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fairly extensive. Once you have finished using the dialog box, just click the “OK” button to return to the “Mail
Merge” task pane.
You could also create a new list of mail merge information to use by selecting the “Type a new list”
option in the task pane and then clicking the “Next: Create or connect to a recipient list” hyperlink. Publisher
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then prompts you to create a new list for the mail merge in the “New Address List” dialog box. We will cover
how to create and edit a data source “on-the-fly” in a separate lesson. However, once you have created and
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saved the new list, the “Mail Merge Recipients” dialog box will appear. As mentioned before, we use this
dialog box to filter and sort the data used by the mail merge publication. This will also be covered in a
separate lesson. Once you have finished sorting and filtering the data using this dialog box, click the “OK”
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button to return to the task pane.


In the next step of the mail merge wizard, you create the static (unchanging) information that will
appear directly in the mail merge publication. You also use the available merge fields and hyperlinks in the
“Mail Merge” task pane to insert various fields of information from your data source into your publication at
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the desired positions.


To insert merge fields that represent data from your data source, you can click and drag the fields
that appear within the “Prepare your publication” list into the desired areas within your merge publication.
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Also note that when you have a text box selected onscreen, you can simply click on the desired merge field
name shown within this list to add it to the next available line within the selected text box. Note that this will
also apply to any text-containing shape as well as to text boxes.
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You can also click the hyperlinks in the “More items” section of the task pane to insert other blocks
of merge fields into your publication.
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If you have a data source that contains a picture field, you can click the “Picture field…” hyperlink in
this section to open the “Insert Picture Field” dialog box. Here you can select the name of the field that
contains the file names of the pictures you want to insert from the list shown, and then click the “OK” button
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to insert them into your merge publication.


Note that if you simply need to insert some address information, you can click the “Address block…”
hyperlink in the task pane to open the “Insert Address Block” dialog box. Here you can select what elements
of the address to insert, and then click the “OK” button to insert the selected address elements.
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You could also click the “Greeting line…” hyperlink in the task pane to open the “Insert Greeting
Line” dialog box. Here you can choose from several letter opening for your mail merge publication. Then
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click “OK” to return to the task pane.


To preview the merge results, ensure the “Preview Results” toggle button in the “Preview Results”
button group in the Ribbon is toggled on, and then just click the arrow buttons in this same button group.

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Mailings

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10.2- The Step by Step Mail Merge Wizard- (cont'd.):

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You can use the “First Record,” “Previous Record,” “Go To Record,” “Next Record,” and “Last Record”
buttons in this button group to scroll through the preview of the merge results. When you have previewed
the results, click the “Next: Create merged publications” hyperlink at the bottom of the “Mail Merge” task

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pane to continue.
In the last screen of the “Step by Step Mail Merge Wizard,” you can select the desired printing
options for the merge publication in the “Create merged publications” section, and also prepare follow-up

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materials for your mailing.
To print the mail merge publication, just click the “Print…” button at the top of the “Mail Merge” task
pane to open the “Print” window within the backstage view. Here you can set your printing options which

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also includes selecting the range of records in the data source to print. You will also see a print preview of
the merge publication that you can review at the far right section of the backstage view. When you are ready
to print the publication, click the “Print” button to print the selected records.

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If you wish to make individual changes to different items in the merge result set, you can click the
“Merge to a new publication” hyperlink in the “Mail Merge” task pane. This will immediately create a new
publication that contains the merged results. This is the “output” publication that is often created during the
merge process. In the new publication window that appears, you can make changes to the individual items
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in the result set, if you wish. You can then print the new “output” publication, along with any individual
editing changes that you have made, to complete the merge.
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You can also add the merged pages as separate output that you can attach to the end of an existing
publication. To do this, click the “Add to existing publication…” hyperlink in the “Mail Merge” pane. That will
open the “Open Publication” window where you can select the existing publication to which you wish to
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append the result set.


In the “Prepare to follow-up on this mailing” section, you can click the “Print recipient list…” hyperlink
to print a copy of the data source. This is very useful as a double-check for mailings that you may send to
ensure that the recipients received the mailing. You can click the “Save a shortcut to recipient list…”
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hyperlink to create and save a shortcut to the recipient list used for the mail merge. You can click the
“Export recipient list to a new file…” hyperlink to export the recipient list as a new data source file that you
can use.
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When you have finished with your mail merge, you can close the “Mail Merge” task pane by clicking
the “x” in the upper right corner of the “Mail Merge” task pane.
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10.3- Creating a Data Source:


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As we saw from the previous lesson, you can create a data source “on-the-fly” for your merge
publications in Publisher. This saves the addresses that you create as a Microsoft Office Address List,
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which is basically a Microsoft database file. In the step by step mail merge wizard, if you select the option to
“Type a new list” from the options shown in the first step of the “Mail Merge” task pane, Publisher will open
the “New Address List” dialog box when you click the “Next: Create or connect to a recipient list” hyperlink to
continue. You can use the “New Address List” dialog box to add, edit, delete, find, and customize the
records in your data source. You can also access this dialog box by clicking the “Select Recipients” button
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in the “Start” button group on the “Mailings” tab in the Ribbon and then choosing the “Type a New List…”
command from the button’s drop-down menu.
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To enter a new record into the data source, simply type the information into the first field, and then
press “Tab” on your keyboard to move to the next field. Continue entering information until you have entered
all of the necessary data for the record. If necessary, you can click the “New Entry” button to add a new
©TeachUcomp, Inc. Introductory Publisher 107
Mailings

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10.3- Creating a Data Source- (cont'd.):

on
blank record to the list. Repeat this process until you have entered all of the records to your data source.
To delete a record from your data source, click into the record that you want to delete within the data
form. Then click the “Delete Entry” button to delete the entry. You will need to click the “Yes” button in the

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confirmation message box that appears to delete the selected record.
To find records in the data source based on a field’s value, click the “Find…” button to open the “Find
Entry” dialog box. In this dialog box you type the value for which you are looking into the “Find:” text box.

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Then, select the fields to search by selecting the appropriate radio button: “All fields” or “This field.” If you
select “This field,” then you will have to select one of the available fields from the drop-down menu to the
right of the option. When you are ready, click the “Find Next” button to find the next data entry record that

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matches your criteria. You can continue doing this until you reach the end of the list. Once you have finished
using this dialog box, click the “Cancel” button to return to the data form.
You can click the “Customize Columns…” button to open the “Customize Address List” dialog box.

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This box allows you to add, delete, rename, and reorganize the order of fields in the data source. To add a
new field, click the “Add…” button at the right side of the dialog box. In the “Add Field” dialog box, type a
name for the new field into the text box and click the “OK” button to add it to the listing of fields shown.
To delete a field shown in the “Customize Address List” dialog box, select the name of the field that
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you want to delete from the listing of fields shown. Then click the “Delete” button to delete the selected field.
You will need to click the “Yes” button in the confirmation message box that appears to delete the field.
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If you wish to rename one of the fields, select the field that you want to rename from the list and then
click the “Rename…” button. In the “Rename Field” dialog box that appears, type the new name for the field
into the “To:” text box. Then click the “OK” button to rename the field and return to the “Customize Address
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List” dialog box.


You can also change the order of the fields in the list by clicking on the field whose position in the list
you want to change, and then clicking either the “Move Up” or “Move Down” buttons to change its place in
the list.
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Once you have finished using the “Customize Address List” dialog box, you can then click the “OK”
button to set your changes and return to the “New Address List” dialog box. After you have finished using
the “New Address List” dialog box, click the “OK” button and save it to your desired location after naming it.
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10.4- Selecting Recipients:


or

In the step by step mail merge wizard, you saw the “Mail Merge Recipients” window appear after you
had selected a data source for your merge publication. This lesson will focus on using that dialog box to
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select the records to use in your mail merge. You can open this dialog box by clicking the “Edit Recipient
List” button in the “Start” button group on the “Mailings” tab in the Ribbon. Of course, you must have already
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selected a data source for the publication before you can use this button. If you need to select a data
source, you can click the “Select Recipients” button in the “Start” button group and then choose one of the
commands available to either create a new list or select an existing list.
In the “Mail Merge Recipients” dialog box you will see the records from your selected list displayed at
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the top of the window. You can check or uncheck the checkboxes in the second column to manually select
or deselect the records that you want to use for the mail merge.
If you need to perform advanced filtering or sorting of the data, you will find additional hyperlinks at
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the bottom of this dialog box that you can use to manage your list data. To apply an advanced sort to your
data, you can click the “Sort…” hyperlink. This will open the “Filter and Sort” dialog box and display the “Sort
Records” tab within the dialog box. Here you can use the “Sort by:” drop-down to select the primary
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10.4- Selecting Recipients- (cont'd.):

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field by which you want to sort the data. Then choose the sorting method to apply from the option buttons at
the end of the field. You can select either “Ascending” or “Descending” order. You can then perform the
same actions for the two additional “Then by:” fields to apply a secondary and tertiary sort order, if needed.

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To apply the sorting order when you are finished, just click the “OK” button.
If you want to apply an advanced filter to the list, then you can click the “Filter…” hyperlink at the
bottom of the “Mail Merge Recipients” dialog box. This will reopen the “Filter and Sort” dialog box, but will

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display the “Filter Records” tab this time. On this tab, use the first drop-down under the “Field:” column to
choose the field name by which you want to filter the data. Then use the “Comparison:” drop-down to select
a comparison operator. Then type the value against which you want to compare the field’s value directly into
the “Compare to:” field. If you need to apply more filtering criteria, then first choose either the “And” or “Or”

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choice from the first drop-down in the second row. Then repeat the same process again. Note that you can
set multiple filtering criteria in this tab. Once you have set your filtering criteria, you can click the “OK” button

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to apply them to your list.
Once you have applied either a sort order or a filter to the records in the list, you can clear either
setting to display all of the records again. To do this, click either the “Sort…” or “Filter…” hyperlinks at the
bottom of the “Mail Merge Recipients” dialog box, depending upon which aspect you want to remove, to
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open the “Filter and Sort” dialog box. If you want to clear the sorting that has been applied, then click the
“Sort Records” tab, and then click the “Clear All” button. If you want to remove a filter that has been applied,
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then click the “Filter Records” tab, and then click the “Clear All” button. Once you have finished clearing any
sorting or filtering criteria on each tab, click the “OK” button to apply the changes and return to your list.
If you want to search for possible duplicate records in your list, you can click the “Find duplicates…”
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hyperlink at the bottom of the “Mail Merge Recipients” dialog box to open the “Find Duplicates” dialog box.
Here you will see any possible duplicate records that could exist in your list. You can uncheck any records
shown in this window to prevent duplicate records from being used in the same mail merge. Once you have
finished, you can click the “OK” button to return to the “Mail Merge Recipients” dialog box.
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You can click the “Find recipient…” hyperlink to open the “Find Entry” dialog box. You can use this to
locate a record in your list by a field’s value. Once you are finished using the dialog box, you can click the
“Cancel” button to return to the list.
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In the “Data Sources:” section, you can view the name of the data source. You can click on the name
of the data source shown in this list, and then click the “Edit…” button to open the “Edit Data Source” dialog
box. You can use this dialog box to directly make changes to the list data, if needed. Once you are finished,
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click the “OK” button. Publisher will prompt you to save your changes and update the list in a separate
message box. Click “Yes” to accept the changes and return to the “Mail Merge Recipients” window. Once
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you have finished selecting the records to use for your mail merge using this dialog box, simply click the
“OK” button.
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10.5- Inserting and Deleting Merge Fields:

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You can insert and delete merge fields in your mail merge publications as the need arises. This can
occur if you have fields in your publication that no longer contain relevant data, or if you collect new data
that needs to be included in the publication.

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To remove a merge field from your publication, select the entire merge field that you want to delete.
If you have a single text-containing shape with multiple merge fields within it, click the merge field to delete
inside of the text-containing shape to select it, first. Next, press the “Delete” key on your keyboard.

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Inserting new merge fields is nearly as easy as deleting them. First place your insertion mark at the
place within the text box, merge field, or other text-containing shape where you want the merge field to be
inserted. Click the “Insert Merge Field” drop-down button in the “Write & Insert Fields” button group on the
“Mailings” tab in the Ribbon. Then select the name of the field that you want to insert into your publication

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from the button’s drop-down list of field name choices. The merge field will be inserted into the text-
containing shape at the position that you indicated. If you had no shape in your publication page, then

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Publisher will add a merge field text box into which it will place the merge field.
If you are performing a simple mailing and are using a data source with address information, you
may prefer to use an address block or greeting line that is created by Publisher. This just speeds up the
placement of multiple merge fields in a publication. However, for this feature to work effectively, you should
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ensure that the field names in your data source are matched to the fields available in Publisher. If you use
the data source created in Publisher, then this will be the case. However, if using an external data source
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such as a list in an Excel spreadsheet, then you may first need to match the field name in Publisher to the
field names in your list before you can effectively use either the “Address Block” or “Greeting Line” buttons
in the “Write & Insert Fields” button group on the “Mailings” tab in the Ribbon.
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To match the field in your data source with Publisher, click the either the “Address Block” or
“Greeting Line” buttons in the “Write & Insert Fields” button group on the “Mailings” tab in the Ribbon. Then
click the “Match Fields…” button in either dialog box. This will open the “Match Fields” dialog box. Here you
can identify which field in your data source matches each piece of information that Publisher may need by
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selecting the name of the data source field from the drop-down menu for each type of data shown. If the
field is unavailable, simply leave it set at “(not matched).” Once you have matched the data source in
Publisher, you can then click the “OK” button to set it.
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If you have matched your data fields to Publisher, or if you are simply using the default list provided
when you create a data source in Publisher, then you can click the “Address Block” button in the “Write &
Insert Fields” button group on the “Mailings” tab in the Ribbon to open the “Insert Address Block” dialog box.
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Here you can check which elements you want to include in the address block by checking or clearing the
checkboxes in the “Specify address elements” section. Once you are finished, you can then click the “OK”
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button to insert the address block.


Likewise, you can click the “Greeting Line” button in the “Write & Insert Fields” button group on the
“Mailings” tab in the Ribbon to open the “Insert Greeting Line” dialog box. In this dialog box, you can use the
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drop-down buttons that are available to set the appearance of the greeting line field for your publication.
You can also set what to insert into the greeting line field if the record that you are merging doesn’t have a
valid recipient name. Once you are done, click the “OK” button to insert a standard greeting line into your
merge publication.
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10.6- Previewing a Merge:

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Note that you can preview the results of a merge without actually sending the mail merge to a
printer, or even having to create another “output” publication for review. You can use the buttons in the
“Preview Results” button group on the “Mailings” tab in the Ribbon to preview the results in the merge

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publication. This can help you spot errors prior to performing the mail merge.
To do this, open your merge publication and then click the “Preview Results” button in the “Preview
Results” button group on the “Mailings” tab in the Ribbon. This will show a preview of the merge results in

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the publication window. You can then use the arrow buttons that appear to the right of the “Preview Results”
button to move through the records, where you can inspect them for errors in the publication window. Once
you are finished, you can simply click the “Preview Results” button again to turn the preview off.

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10.7- Detaching the Data Source:

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Once you create and set a publication as mail merge publication, Publisher will identify it as a mail
merge publication every time that it is opened in the future. If you want to change your merge publication
back into a normal Publisher publication, you must detach it from the associated data source. This way
when you open it, the publication will behave as a normal Publisher publication, and it will no longer
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automatically open its attached data source.
To detach the data source from the merge publication, open your mail merge publication. Next, click
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the “Select Recipients” button in the “Start” button group on the “Mailings” tab in the Ribbon. Select the
“Cancel Merge” choice from the drop-down menu that appears and choose “Yes” when prompted to convert
the publication back into a normal Publisher publication.
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10.8- Finishing a Mail Merge:


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When you want to actually perform a mail merge, you can click the “Finish & Merge” button in the
“Finish” button group on the “Mailings” tab in the Ribbon. From the drop-down menu, you will see the
options that you have for finishing the merge: “Merge to Printer…,” “Merge to New Publication,” “Add to
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Existing Publication,” or “Send E-Mail Messages….”


If you select the “Merge to Printer…” choice, you will send the results of the merge directly to your
printer for printing.
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If you select the “Merge to New Publication” choice, you will create a secondary “output” publication
that contains the results of the merge, which you can then edit individually if you want.
If you select the “Add to Existing Publication” choice, the “Open Publication” window will appear
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where you can then select the publication to which you want to append the merged result set as additional
publication pages.
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If you are merging e-mails, then you can select the “Send E-mail Messages…” command to open
the “Merge to E-mail” dialog box. In the “Required Information” section, you select the merge field that
contains the recipient’s e-mail address from the “To:” drop-down menu. Then enter a subject line for the e-
mail into the “Subject line:” text box. You can even select merge fields from the adjacent list to customize
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the subject line, if desired. You can click the “Options >>” button to open and display additional mailing
fields that you can customize as you wish. When you are finished, click the “Send” button to send the e-
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mail.

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10.9- Merging a Catalog:

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Publisher provides you with a quick and easy way to create a product catalog by using the catalog
pages feature. This feature will allow you to create a product catalog that contains information such as
product name, description, price, and picture. Once you have that information, you can easily merge it into

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the catalog pages in publisher to create a custom product catalog.
To insert catalog pages into your publication, select the page within the Navigation Pane that is
immediately before the place where you wish to insert catalog pages within your publication. Then click the

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“Catalog Pages” button in the “Pages” button group on the “Insert” tab within the Ribbon. Publisher will then
insert the catalog merge pages into your publication. The catalog pages appear as a single selectable
object in the Navigation Pane. When they are selected, you will see the “Catalog Merge Area” appear within

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your publication page. This is the area into which you will place the merge fields from your product data
source. This area will also be repeated for each record in your product data source. Objects placed outside
of this area, such as page numbers, will not. You should also see the “Format” tab of the “Catalog Tools”

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contextual tab appear within the Ribbon. You can select this tab to access the groups of buttons that will
allow you to complete the product catalog creation.
To associate the data source with the catalog pages, click the “Add List” button in the “Start” button
group on the “Format” tab of the “Catalog Tools” contextual tab in the Ribbon.
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If you want to create a new product list, click the “Type New List…” command to open the “New
Product List” dialog box. Here you can enter a product name, description, ID, price, and picture into the
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fields available. This dialog box functions in the exact same way that the “New Address List” dialog box
does. When you have finished entering your records, you can then click the “OK” button to save the file and
then open the “Catalog Merge Product List” dialog box.
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If you want to select an existing product data source, then select the “Use Existing List…” command
from the “Add List” button’s drop-down menu. Publisher will then open the “Select Data Source” window
which you can use to choose the existing product data source, and then click the “Open” button.
Less commonly used is the “Select from Outlook Contacts…” command that you can select from the
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“Add List” button’s drop-down menu. This would be useful if you had contact information stored in an
Outlook contacts folder that you wanted to merge into something like an employee handbook or
departmental reference guide. If you wish to do this, then select the Outlook contact folder you wish to set
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as the data source.


Once you have associated the data source with the catalog pages, you can then click the “Edit List”
button in the “Start” button group on the “Format” tab of the “Catalog Tools” contextual tab in the Ribbon to
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open the “Catalog Merge Product List.” You can use this dialog box in the same way that you use the “Mail
Merge Recipients” dialog box. Once you have selected the desired records to use for the catalog merge in
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this dialog box, click the “OK” button.


You can choose what type of product layout you want to use for your catalog page by selecting a
desired layout from the list shown in the “Layout” button group on the “Format” tab of the “Catalog Tools”
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contextual tab in the Ribbon. Depending up on the layout you select, you will also see onscreen instruction
about where it would be best to place the data within the sections on the catalog page.
To create your own custom layout of columns and rows of information, you can click the “Rows and
Columns” button in the “Layout” button group on the “Format” tab of the “Catalog Tools” contextual tab in
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the Ribbon and then click into the grid to choose the number of columns and rows from the grid provided.
You can select the desired fill order for the columns and rows by selecting your preferred choice
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from the “Fill Order” drop-down. You can either select “Across then down” or “Down then across” from the
drop-down menu.
You can decide how the information in the repeating areas within the catalog will be repeated by

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10.9- Merging a Catalog- (cont'd.):

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selecting a choice from the “Repeating Areas” drop-down. You could have each area have its own
repeating layout, you could have the columns repeat down the page, or you can have the rows repeat
across the page.

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In the “Insert” button group you will find the buttons that you can use to actually insert data into the
repeating sections within the page. To do this, first place your insertion marker at the place in the catalog
where you would like to insert a merge field, or select the text in the repeatable area that you want to

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replace with a merge field. Then click the “Text Field” button to insert a merge field into the selected
location. Repeat this, as needed, to fill-in the repeatable areas with the product information. If the catalog
layout that you’ve selected contains a picture placeholder for a picture data field, you can click the
placeholder to open the “Insert Picture Field” dialog box. You can use this dialog box to select the field

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within your data source that contains the image of the product and then click the “OK” button to finish. You
can also manually insert a picture field by clicking the “Picture Field” button, and then selecting the name of

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the picture field in your data source that you wish to insert. Note that the reference made in the “picture”
data source field is simply the name of the image file, including the file extension. So, for example,
“picture.jpg” could be a valid reference within the field. You can then select the folder that contains the
pictures when using the “Insert Picture Field” dialog box. If you click the “Picture Field” button and then
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choose the “More Picture Options…” command from the drop-down menu that appears, you can open the
“Insert Picture Field” dialog box. At the bottom of this dialog box, click the “Specify Folders >>” button to
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expand the dialog box to show the list of folders within which Publisher should look for pictures with the
names that you specify. You can add the folder that contains your product pictures to the existing list by
clicking the “Add…” button to open the “Browse” window where you can select the folder that contains the
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product pictures. Alternately, you can simply move the pictures into one of the folders already specified
within this dialog box. When finished, click the “OK” button to close the “Insert Picture Field” dialog box.
You can use the buttons in the “Preview Page” button group to preview the data that you have in
your catalog before merging. Click the “Preview Results” button to see the data appear within the
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publication page. You can then use the adjacent arrow buttons to scroll through the data shown onscreen.
When you are satisfied with the preview, you can then merge the data by clicking one of the buttons
in the “Merge” button group on the “Format” tab of the “Catalog Tools” tab within the Ribbon. You can click
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the “Merge to New” button to merge the results to a new catalog publication that you can then edit and print,
as needed. You can click the “Add to Existing” button to add the output to an existing catalog publication,
which you can select in the “Open Publication” window that appears. You can send the output to the printer
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options area of the backstage view by clicking the “Print” button in the “Merge” button group on the “Format”
tab of the “Catalog Tools” contextual tab in the Ribbon. Select your print options and click the “Print” button.
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USING THE STEP BY STEP MAIL MERGE WIZARD:

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1. Open or create your merge publication. Click the “Mailings” tab in the Ribbon. Then click the “Mail
Merge” drop-down button in the “Start” button group.
2. From the button’s drop-down menu, choose the “Step by Step Mail Merge Wizard…” command.

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3. This will open the “Mail Merge” task pane at the right side of the publication window. Here you read the
information provided and answer the questions posed to you and click the “Next” hyperlink at the bottom
of the pane to continue through the mail merge process until you are finished.

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4. In the first screen of the “Mail Merge” pane, you must create a recipient list. If you already have a list,
such as a Microsoft Office Address List or an Excel spreadsheet that you wish to use for the merge
publication, then select the “Use an existing list” option. If you choose this option, then you will need to
select the data source from the “Select Data Source” dialog box that appears when you click the “Next:

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Create or connect to a recipient list” hyperlink.
5. Use the “Select Data Source” dialog box to navigate to the folder in which your data source is stored.

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Once you have found the list that you want to use as your data source, double-click on it to select it and
return to the task pane. Note that you may need to select a specific table from the database, or select a
specific sheet from a workbook, if you are using either an Access database or Excel workbook as the
data source.
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6. Once you have selected the data source you will be using, you will see the “Mail Merge Recipients”
dialog box appear. You can use this dialog box to filter and sort the recipient information. Once that has
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been done you can click the “OK” button in the “Mail Merge Recipients” dialog box to close it and return
to the task pane.
7. If you wanted to use information from an Outlook contacts folder versus using an existing list, then
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select the option button for “Select from Outlook Contacts” in the “Create recipient list” section in the
“Mail Merge” task pane. This will then launch Microsoft Outlook.
8. In Outlook, you will need to select the “Contacts” folder that you want to use as the data source. Once
you have selected the contacts folder that you will be using, you will again see the “Mail Merge
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Recipients” dialog box appear, where you can filter and sort the data from the data source. Once you
have finished using the dialog box, just click the “OK” button to return to the “Mail Merge” task pane.
9. You could also create a new list of mail merge information to use by selecting the “Type a new list”
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option in the task pane and then clicking the “Next: Create or connect to a recipient list” hyperlink.
10. Publisher then prompts you to create a new list for the mail merge in the “New Address List” dialog box.
Once you have created and saved the new list, the “Mail Merge Recipients” dialog box will appear.
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Once you have finished sorting and filtering the data using this dialog box, click the “OK” button to return
to the task pane.
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11. In the next step of the mail merge wizard, you create the static (unchanging) information that will appear
directly in the mail merge publication. You also use the available merge fields and hyperlinks in the “Mail
Merge” task pane to insert various fields of information from your data source into your publication at the
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desired positions.
12. To insert merge fields that represent data from your data source, you can click and drag the fields that
appear within the “Prepare your publication” list into the desired areas within your merge publication.
Also note that when you have a text box selected onscreen, you can simply click on the desired merge
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field name shown within this list to add it to the next available line within the selected text box. Note that
this will also apply to any text-containing shape as well as to text boxes.
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13. You can also click the hyperlinks in the “More items” section of the task pane to insert other blocks of
merge fields into your publication.
(cont'd.)

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USING THE STEP BY STEP MAIL MERGE WIZARD (CONT'D.):

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14. If you have a data source that contains a picture field, you can click the “Picture field…” hyperlink in this
section to open the “Insert Picture Field” dialog box. Here you can select the name of the field that
contains the file names of the pictures you want to insert from the list shown, and then click the “OK”

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button to insert them into your merge publication.
15. Note that if you simply need to insert some address information, you can click the “Address block…”
hyperlink in the task pane to open the “Insert Address Block” dialog box. Here you can select what

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elements of the address to insert, and then click the “OK” button to insert the selected address
elements.
16. You could also click the “Greeting line…” hyperlink in the task pane to open the “Insert Greeting Line”

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dialog box. Here you can choose from several letter opening for your mail merge publication. Then click
“OK” to return to the task pane.
17. To preview the merge results, ensure the “Preview Results” toggle button in the “Preview Results”

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button group in the Ribbon is toggled on, and then just click the arrow buttons in the same button group.
18. You can use the “First Record,” “Previous Record,” “Go To Record,” “Next Record,” and “Last Record”
buttons in this button group to scroll through the preview of the merge results.
19. When you have previewed the results, click the “Next: Create merged publications” hyperlink at the
bottom of the “Mail Merge” task pane to continue. n
20. In the last screen of the “Step by Step Mail Merge Wizard,” you can select the desired printing options
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for the merge publication in the “Create merged publications” section, and also prepare follow-up
materials for your mailing.
21. To print the mail merge publication, just click the “Print…” button at the top of the “Mail Merge” task pane
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to open the “Print” window within the backstage view.


22. Here you can set your printing options which also includes selecting the range of records in the data
source to print. You will also see a print preview of the merge publication that you can review at the far
right section of the backstage view.
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23. When you are ready to print the publication, click the “Print” button to print the selected records.
24. If you wish to make individual changes to different items in the merge result set, you can click the
“Merge to a new publication” hyperlink in the “Mail Merge” task pane. This will immediately create a new
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publication that contains the merged results. This is the “output” publication that is often created during
the merge process. In the new publication window that appears, you can make changes to the individual
items in the result set, if you wish. You can then print the new “output” publication, along with any
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individual editing changes that you have made, to complete the merge.
25. You can also add the merged pages as separate output that you can attach to the end of an existing
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publication. To do this, click the “Add to existing publication…” hyperlink in the “Mail Merge” pane. That
will open the “Open Publication” window where you can select the existing publication to which you wish
to append the result set.
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26. In the “Prepare to follow-up on this mailing” section, you can click the “Print recipient list…” hyperlink to
print a copy of the data source. This is very useful as a double-check for mailings that you may send to
ensure that the recipients received the mailing.
27. You can click the “Save a shortcut to recipient list…” hyperlink to create and save a shortcut to the
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recipient list used for the mail merge.


28. You can click the “Export recipient list to a new file…” hyperlink to export the recipient list as a new data
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source file that you can use.


29. When you have finished with your mail merge, you can close the “Mail Merge” task pane by clicking the
“x” in the upper right corner of the “Mail Merge” task pane.

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CREATING A DATA SOURCE:

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1. You can create a data source “on-the-fly” for your merge publications in Publisher. This saves the
addresses that you create as a Microsoft Office Address List, which is basically a Microsoft database
file. In the step by step mail merge wizard, if you select the option to “Type a new list” from the options

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shown in the first step of the “Mail Merge” task pane, Publisher will open the “New Address List” dialog
box when you click the “Next: Create or connect to a recipient list” hyperlink to continue. You use the
“New Address List” dialog box to add, edit, delete, find, and customize the records in your data source.

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2. You can also access this dialog box by clicking the “Select Recipients” button in the “Start” button group
on the “Mailings” tab in the Ribbon, and then choosing the “Type a New List…” command from the
button’s drop-down menu.

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3. To enter a new record into the data source, simply type the information into the first field, and then press
“Tab” on your keyboard to move to the next field. Continue entering information until you have entered
all of the necessary data for the record.

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4. If necessary, you can click the “New Entry” button to add a new blank record to the list.
5. Repeat this process until you have entered all of the records to your data source.
6. To delete a record from your data source, click into the record that you want to delete within the data
form. Then click the “Delete Entry” button to delete the entry. You will need to click the “Yes” button in
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the confirmation message box that appears to delete the selected record.
7. To find records in the data source based on a field’s value, click the “Find…” button to open the “Find
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Entry” dialog box. In this dialog box you type the value for which you are looking into the “Find:” text box.
8. Then, select the fields to search by selecting the appropriate radio button: “All fields” or “This field.” If
you select “This field,” then you will have to select one of the available fields from the drop-down menu
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to the right of the option.


9. When you are ready, click the “Find Next” button to find the next data entry record that matches your
criteria. You can continue doing this until you reach the end of the list.
10. Once you have finished using this dialog box, click the “Cancel” button to return to the data form.
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11. You can click the “Customize Columns…” button to open the “Customize Address List” dialog box. This
box allows you to add, delete, rename, and reorganize the order of fields in the data source.
12. To add a new field, click the “Add…” button at the right side of the dialog box.
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13. In the “Add Field” dialog box, type a name for the new field into the text box and click the “OK” button to
add it to the listing of fields shown.
14. To delete a field shown in the “Customize Address List” dialog box, select the name of the field to delete
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from the listing of fields shown.


15. Then click the “Delete” button to delete the selected field.
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16. You will need to click the “Yes” button in the confirmation message box that appears to delete the field.
17. To rename one of the fields, select the field to rename and then click the “Rename…” button.
18. In the “Rename Field” dialog box that appears, type the new name for the field into the “To:” text box.
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19. Then click the “OK” button to rename the field and return to the “Customize Address List” dialog box.
20. You can change the order of the fields in the list by clicking on the field whose position in the list you
want to change, and then clicking either the “Move Up” or “Move Down” buttons to change its place.
21. Once you have finished using the “Customize Address List” dialog box, click the “OK” button to set your
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changes and return to the “New Address List” dialog box.


22. After you have finished using the “New Address List” dialog box, click the “OK” button and save it to
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your desired location after giving it a name.

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ACTIONS-
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SELECTING RECIPIENTS:

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1. You can use the “Mail Merge Recipients” dialog box to select the records that you want to use for your
mail merge. You can open this dialog box by clicking the “Edit Recipient List” button in the “Start” button
group on the “Mailings” tab in the Ribbon. You must have already selected a data source for the

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publication before you can use this button. If you need to select a data source, you can click the “Select
Recipients” button in the “Start” button group and then choose one of the commands available.
2. In the “Mail Merge Recipients” dialog box you will see the records from your selected list displayed at

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the top of the window. You can check or uncheck the checkboxes in the second column to manually
select or deselect the records that you want to use for the mail merge.
3. To apply an advanced sort to your data, click the “Sort…” hyperlink to open the “Filter and Sort” dialog
box and display the “Sort Records” tab. Here you can use the “Sort by:” drop-down to select the primary

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field by which you want to sort the data. Then choose the sorting method to apply from the option
buttons at the end of the field. You can select either “Ascending” or “Descending” order. You can then

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perform the same actions for the two additional “Then by:” fields to apply a secondary and tertiary sort
order, if needed. To apply the sorting order when you are finished, just click the “OK” button.
4. If you want to apply an advanced filter to the list, then you can click the “Filter…” hyperlink at the bottom
of the “Mail Merge Recipients” dialog box. This will reopen the “Filter and Sort” dialog box, but will
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display the “Filter Records” tab this time. On this tab, use the first drop-down under the “Field:” column
to choose the field name by which you want to filter the data. Then use the “Comparison:” drop-down to
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select a comparison operator. Then type the value against which you want to compare the field’s value
directly into the “Compare to:” field. If you need to apply more filtering criteria, then first choose either
the “And” or “Or” choice from the first drop-down in the second row. Then repeat the same process
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again. Note that you can set multiple filtering criteria in this tab. Once you have set your filtering criteria,
you can click the “OK” button to apply them to your list.
5. Once you have applied either a sort order or a filter to the records in the list, you can clear either setting
to display all of the records again. To do this, click either the “Sort…” or “Filter…” hyperlinks at the
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bottom of the “Mail Merge Recipients” dialog box, depending upon which aspect you want to remove, to
open the “Filter and Sort” dialog box. If you want to clear the sorting that has been applied, then click the
“Sort Records” tab, and then click the “Clear All” button. If you want to remove a filter that has been
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applied, then click the “Filter Records” tab, and then click the “Clear All” button. Once you have finished
clearing any sorting or filtering criteria on each tab, click the “OK” button to apply the changes.
6. If you want to search for possible duplicate records in your list, click the “Find duplicates…” hyperlink at
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the bottom of the “Mail Merge Recipients” dialog box to open the “Find Duplicates” dialog box. Here you
will see any possible duplicate records that could exist in your list. You can uncheck any records shown
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in this window to prevent duplicate records from being used in the same mail merge. Once you have
finished, you can click the “OK” button to return to the “Mail Merge Recipients” dialog box.
7. You can click the “Find recipient…” hyperlink to open the “Find Entry” dialog box. You can use this to
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locate a record in your list by a field’s value. Once you are finished using the dialog box, you can click
the “Cancel” button to return to the list.
8. In the “Data Sources:” section, you can view the name of the data source. You can click on the name of
the data source shown in this list, and then click the “Edit…” button to open the “Edit Data Source”
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dialog box. You can use this dialog box to directly make changes to the list data, if needed. Once you
are finished, click the “OK” button. Publisher will prompt you to save your changes and update the list in
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a separate message box. Click “Yes” to accept the changes and return to the “Mail Merge Recipients”
window. Once you have finished selecting the records to use for your mail merge using this dialog box,
simply click the “OK” button.

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ACTIONS-
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INSERTING AND DELETING MERGE FIELDS:

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1. To remove a merge field from your publication, select the entire merge field that you want to delete.
2. If you have a single text-containing shape with multiple merge fields within it, click the merge field to
delete inside of the text-containing shape to select it, first.

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3. Press the “Delete” key on your keyboard.
4. To insert merge fields you will need to place your insertion mark at the place within the text box, merge
field, or other text-containing shape where you want the merge field to be inserted. Click the “Insert

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Merge Field” drop-down button in the “Write & Insert Fields” button group on the “Mailings” tab in the
Ribbon. Then select the name of the field that you want to insert into your publication from the button’s
drop-down list of field name choices. The merge field will be inserted into the text-containing shape at

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the position that you indicated. If you had no shape in your publication page, then Publisher will add a
merge field text box into which it will place the merge field.
5. To match the field in your data source with Publisher, click the either the “Address Block” or “Greeting

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Line” buttons in the “Write & Insert Fields” button group on the “Mailings” tab in the Ribbon. Then click
the “Match Fields…” button in either dialog box. This will open the “Match Fields” dialog box.
6. Here you can identify which field in your data source matches each piece of information that Publisher
may need by selecting the name of the data source field from the drop-down menu for each type of data
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shown. If the field is unavailable, simply leave it set at “(not matched).” Once you have matched the data
source in Publisher, you can then click the “OK” button to set it.
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7. If you have matched your data fields to Publisher, or if you are simply using the default list provided
when you create a data source in Publisher, then you can click the “Address Block” button in the “Write
& Insert Fields” button group on the “Mailings” tab in the Ribbon to open the “Insert Address Block”
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dialog box. Here you can check which elements you want to include in the address block by checking or
clearing the checkboxes in the Specify address elements” section. Once you are finished, you can then
click the “OK” button to insert the address block.
8. You can click the “Greeting Line” button in the “Write & Insert Fields” button group on the “Mailings” tab
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in the Ribbon to open the “Insert Greeting Line” dialog box. In this dialog box, you can use the drop-
down buttons that are available to set the appearance of the greeting line field for your publication. You
can also set what to insert into the greeting line field if the record that you are merging doesn’t have a
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valid recipient name. Once you are done, click the “OK” button to insert a standard greeting line.
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PREVIEWING A MERGE:

1. Open your merge publication and then click the “Preview Results” button in the “Preview Results” button
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group on the “Mailings” tab in the Ribbon. This will show a preview of the merge results in the
publication window.
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2. You can then use the arrow buttons that appear to the right of the “Preview Results” button to move
through the records, where you can inspect them for errors in the publication window.
3. Once you are finished, you can simply click the “Preview Results” button again to turn the preview off.
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ACTIONS-
Mailings

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DETACHING THE DATA SOURCE FROM A MERGE PUBLICATION:

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1. To detach the data source from the merge publication, open your mail merge publication.
2. Click the “Select Recipients” button in the “Start” button group on the “Mailings” tab in the Ribbon.
3. Select the “Cancel Merge” choice from the drop-down menu that appears and choose “Yes.”

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FINISHING A MAIL MERGE:

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1. When you want to actually perform a mail merge, you can click the “Finish & Merge” button in the
“Finish” button group on the “Mailings” tab in the Ribbon. From the drop-down menu, you will see the
options that you have for finishing the merge: “Merge to Printer…,” “Merge to New Publication,” “Add to

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Existing Publication,” or “Send E-Mail Messages….”
2. If you select the “Merge to Printer…” choice, you will send the results of the merge directly to your
printer for printing.

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3. If you select the “Merge to New Publication” choice, you will create a secondary “output” publication that
contains the results of the merge, which you can then edit individually if you want.
4. If you select the “Add to Existing Publication” choice, the “Open Publication” window will appear where
you can then select the publication to which you want to append the merged result set as additional
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publication pages.
5. If you are merging e-mails, then you can select the “Send E-mail Messages…” command to open the
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“Merge to E-mail” dialog box. In the “Required Information” section, you select the merge field that
contains the recipient’s e-mail address from the “To:” drop-down menu. Then enter a subject line for the
e-mail into the “Subject line:” text box. You can even select merge fields from the adjacent list to
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customize the subject line, if desired. You can click the “Options >>” button to open and display
additional mailing fields that you can customize as you wish. When you are finished, click the “Send”
button to send the e-mail.
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CREATING A CATALOG MERGE:


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1. To insert catalog pages into your publication, select the page within the Navigation Pane that is
immediately before the place where you wish to insert catalog pages within your publication. Then click
the “Catalog Pages” button in the “Pages” button group on the “Insert” tab within the Ribbon.
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2. Publisher will then insert the catalog merge pages into your publication. The catalog pages appear as a
single selectable object in the Navigation Pane. When they are selected, you will see the “Catalog
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Merge Area” appear within your publication page. This is the area into which you will place the merge
fields from your product data source. This area will also be repeated for each record in your product
data source. Objects placed outside of this area, such as page numbers, will not. You should also see
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the “Format” tab of the “Catalog Tools” contextual tab appear within the Ribbon. You can select this tab
to access the groups of buttons that will allow you to complete the product catalog creation.
3. To associate the data source with the catalog pages, click the “Add List” button in the “Start” button
group on the “Format” tab of the “Catalog Tools” contextual tab in the Ribbon.
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4. If you want to create a new product list, click the “Type New List…” command to open the “New Product
List” dialog box.
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5. When you have finished entering your records, you can then click the “OK” button to save the file and
then open the “Catalog Merge Product List” dialog box.
(cont'd.)

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ACTIONS-
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CREATING A CATALOG MERGE- (CONT'D.):

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5. If you want to select an existing product data source, then select the “Use Existing List…” command
from the “Add List” button’s drop-down menu. Publisher will then open the “Select Data Source” window
which you can use to choose the existing product data source, and then click the “Open” button.

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6. If desired, you can select the “Select from Outlook Contacts…” command and then select the Outlook
contact folder you wish to set as the data source.
7. Once you have associated the data source with the catalog pages, you can then click the “Edit List”

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button in the “Start” button group on the “Format” tab of the “Catalog Tools” contextual tab in the Ribbon
to open the “Catalog Merge Product List.” Once you have selected the desired records to use for the
catalog merge in this dialog box, click the “OK” button.

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8. You can choose what type of product layout you want to use for your catalog page by selecting a
desired layout from the list shown in the “Layout” button group on the “Format” tab of the “Catalog Tools”
contextual tab in the Ribbon.

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9. If you want to create your own custom layout of columns and rows of information, you can click the
“Rows and Columns” button in the “Layout” button group on the “Format” tab of the “Catalog Tools”
contextual tab in the Ribbon and then click into the grid to choose the number of columns and rows.
10. You can select the desired fill order for the columns and rows by selecting your preferred choice from
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the “Fill Order” drop-down. You can either select “Across then down” or “Down then across.”
11. You can decide how the information in the repeating areas within the catalog will be repeated by
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selecting a choice from the “Repeating Areas” drop-down.
12. In the “Insert” button group you will find the buttons that you can use to actually insert data into the
repeating sections within the page. To do this, first place your insertion marker at the place in the
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catalog where you would like to insert a merge field, or select the text in the repeatable area that you
want to replace with a merge field. Then click the “Text Field” button to insert a merge field into the
selected location. Repeat this, as needed, to fill-in the repeatable areas with the product information.
13. If the catalog layout contains a picture placeholder for a picture data field, you can click the placeholder
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to open the “Insert Picture Field” dialog box. You can use this dialog box to select the field within your
data source that contains the image of the product and then click the “OK” button to finish.
14. You can also manually insert a picture field by clicking the “Picture Field” button, and then selecting the
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name of the picture field in your data source that you wish to insert.
15. Note that the reference made in the “picture” data source field is simply the name of the image file,
including the file extension. You can select the folder that contains the pictures when using the “Insert
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Picture Field” dialog box by clicking the “Specify Folders >>” button to expand the dialog box. You can
add the folder that contains your product pictures to the existing list by clicking the “Add…” button to
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open the “Browse” window where you can select the folder that contains the product pictures.
Alternately, you can simply move the pictures into one of the folders already specified within this dialog
box. When finished, click the “OK” button to close the “Insert Picture Field” dialog box.
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16. You can use the buttons in the “Preview Page” button group to preview the data that you have in your
catalog before merging. Click the “Preview Results” button to see the data appear within the publication
page. You can then use the adjacent arrow buttons to scroll through the data shown onscreen.
17. In the “Merge” button group on the Ribbon, you can click the “Merge to New” button to merge the results
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to a new catalog publication that you can then edit and print, as needed.
18. You can click the “Add to Existing” button to add the output to an existing catalog publication, which you
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can select in the “Open Publication” window that appears.


19. You can send the output immediately to the Printer Options area of the backstage view by clicking the
“Print” button in the “Merge” button group on the “Format” tab of the “Catalog Tools” contextual tab.

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EXERCISES-
Mailings

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Purpose:

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1. To be able to complete a mail merge using the step by step mail merge wizard.

Exercises:

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1. Open Publisher, click the “File” tab in the Ribbon and then click the “New” command.
2. If using Publisher 2013, click the “BUILT-IN” category and then click the “Labels” category.

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3. In using Publisher 2010, under the “Most Popular” category to the right, click the “Labels” category.
4. Under the “Manufacturers” category, click “Avery US Letter.”
5. Click the “5960 Easy Peel Address Labels 2.63x1” from the listing of labels shown.

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6. In the lower right corner, click the “Create” button to create the new labels.
7. Click the “Mail Merge” drop-down button in the “Start” button group on the “Mailings” tab in the

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Ribbon.
8. Select the “Step by Step Mail Merge Wizard…” from the button’s drop-down menu of commands.
9. In the “Create recipient list” section of the “Mail Merge” pane at the right side of the screen, choose
the “Type a new list” option.
10. Click the “Next: Create or connect to a recipient list” hyperlink at the bottom of the “Mail Merge” pane
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to continue and open the “New Address List” dialog box.
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11. Enter the following records into the first two rows of the “New Address List” dialog box. If a column
value is not specified, then simply leave it blank.
Title First Name Last Name Address Line 1 City State ZIP Code
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Mr. Jon Doe 100 Main St. East Lansing MI 48823


Ms. Jessica Smith 50 Pine Circle East Lansing MI 48823
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12. Click the “OK” button at the bottom of the “New Address List” dialog box when you are finished to
close the dialog box and open the “Save Address List” dialog box.
13. In the “Save Address List” dialog box, type “Sample Addresses” into the “File name:” text box.
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14. Click the “Save” button in the lower right corner of the “Save Address List” dialog box. This will open
the “Mail Merge Recipients” dialog box.
15. Click “OK” in the “Mail Merge Recipients” dialog box.
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16. Back in the “Mail Merge” task pane at the right side of the window, click the “Address block…”
hyperlink in the middle of the “Mail Merge” task pane.
Review the information in the “Insert Address Block” dialog box, and then click the “OK” button.
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17.
18. Resize the address block text box that has been inserted into the publication so that it fills the entire
label, excluding the margins.
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19. Click into the address block text box to select all of the <<AddressBlock>> text.
20. Click the “Home” tab in the Ribbon, and then use the “Font Size” drop-down to select “8.”
21. Click the “Mailings” tab in the Ribbon and then click the “Preview Results” button in the “Preview
Results” button group.
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22. Click the “Next Record” arrow button in the “Preview Results” button group.
23. Click the “Save” button in the Quick Access Toolbar.
For your version of Publisher, save the file to your “Computer” into your “Documents” folder and
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24.
name it “Labels.”
25. Click the “X” in the upper right corner of the window to close it.

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CHAPTER 11-
Printing

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11.1- Previewing and Printing

11.2- Using the Pack and Go Feature

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11.3- Sharing and Exporting Publications- 2013 Only

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11.4- Save & Send- 2010 Only

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Printing

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11.1- Previewing and Printing:

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Before you print your publication, make sure that you have it properly setup using the “Page Setup”
dialog box. Once this is accomplished, you will want to check the way that your publication will print without
having to waste paper by printing several copies until it is correct. Publisher provides a view of your

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publication called “Print Preview” to assist you with this. In print preview, you can see how your publication
will actually print on paper, according to the specifications that you’ve set in the “Page Setup” dialog box.
To view your currently open publication in print preview, click the “File” tab in the Ribbon, and then

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click the “Print” command. In the section to the right in the Backstage View, you will see various printing
options. To the right of those options, you will see the “print preview” of your publication.
Note that there are three buttons that appear in the far lower right corner of the Backstage View at
this point. You can click and drag the slider icon shown in the “Zoom” slider to increase or decrease the

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magnification of the print preview page display. You can also click into the publication with your mouse to
zoom in and out or click the “Fit to Page” button to display the entire page. You can click the “View Multiple

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Sheets” button to display a pop-up grid. You can then click into the grid to select the number of pages to
display within print preview at the same time.
Also note that if you are printing multiple pages, you can click the small left and right arrows that
appear at the bottom of the print preview view to scroll through the pages that you will print. You can also
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click directly into the number box and enter the page number of the page that you would like to display in
the print preview view to show it onscreen.
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After you have previewed your publication, you can then set any additional printing settings in the
same area within the Backstage View.
In the “Print” section, enter the number of copies that you would like to print into the “Copies of print
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job:” spinner box, or simply click the small up and down arrows to enter the total number of copies to print.
In the “Printer” section, use the drop-down to select the name of the printer to which you want to
print the publication.
In the “Settings” section, use the first drop-down to select what you want to print within your
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publication. You can select either “Print All Pages,” “Print Selection,” “Print Current Page,” or “Custom Print”
(“Print Custom Range” in 2010). Also note that you can enter the number of pages to print into the “Pages:”
text box if you select the “Custom Print” (“Print Custom Range” in 2010) choice. Page ranges can be
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sequential (1-10), or non-sequential (1, 5, 10), or a combination (1-5, 10). Separate sequential page ranges
with the hyphen and non-sequential pages with a comma. If you hold your mouse pointer over the small
icon at the right of the text box, you can see examples of how you can enter custom page range references.
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You can use the next drop-down to choose how to print multiple publication pages. You can choose
either “One page per sheet,” “Tiled,” “Multiple copies per sheet,” “Booklet, side-fold,” or “Side-fold, half
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sheet” from the drop-down menu. For any option other than “One page per sheet,” you will then need to
specify additional settings from the drop-down or “Layout Options” button that appears below.
The next drop-downs allow you to set a page orientation for printing and select a paper size.
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Below that, you can then use the next drop-down to select how to print one or two-sided pages. For
two sided, manual printing the selection you make also informs you how you should flip the sheets to print
the second side. When printing multiple pages, you can use the next drop-down to choose our collating
options.
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The last drop-down allows you to print either a composite RGB or grayscale publication.
You can also check the “Save settings with publication” checkbox to save these print settings along
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with the publication data so that you won’t need to change them in the future.
When you are done choosing your printing options, just click the large “Print” button at the top of the
“Print” section to begin printing.

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Printing

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11.2- Using the Pack and Go Feature:

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The “Pack and Go Wizard” gathers all of the images, fonts, colors and anything else included in your
publication and compresses and packages it together for you to take to a commercial printer or to move the
publication file to another computer.

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To use the “Pack and Go Wizard,” first save your publication. Then click the “File” tab in the Ribbon
to open the backstage view.
If using Publisher 2013, click the “Export” command at the left side of the backstage view. If using

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Publisher 2010, select the “Save & Send” command at the left side of the backstage view.
To the right of that, under the “Pack and Go” section, select the “Save for a Commercial Printer”
command. In the far right panel, you can then set your desired options before starting the “Pack and Go
Wizard.” If you are taking your Publisher files to a commercial printer, then select the “Commercial Press”

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option from the first drop-down. You can then select “Both PDF and .pub files” from the second drop-down.
If you know that your commercial printer can use settings of lower quality, or that they only need a PDF or

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the Publisher .pub file, then feel free to change these settings as needed.
Once you have your desired settings, click the “Pack and Go Wizard” button below the drop-downs
to begin packaging your files for printing. In the first screen, you can select the desired location of the output
of the wizard by selecting the desired option button. You can also click the “Browse…” button to save to a
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specified folder on a flash drive or other removable media. Once you have selected your location, click the
“Next >” button to continue and finish. Note that on the final screen that appears, if you wish to print a
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composite proof, then ensure that the checkbox is checked and then click the “OK” button to finish.
You can also use the “Pack and Go” feature to move your publication from one computer to another
along with all associated fonts and images. To do this, click the “Save for Another Computer” choice under
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the “Pack and Go” section of the backstage view and then click the “Pack and Go Wizard” button to the right
to start the wizard that will then gather the required files and package them into a file that you can take to
another computer and unpack in order to move a publication.
In Publisher 2013, you can click the “Save for Photo Printing” option under the “Pack and Go”
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section to save each page of your publication as a print- quality JPEG or TIFF file that you can take to a
commercial photo printer. After selecting that option, choose which photo format to use from the drop-down
in the far right pane and then click the “Save Image Set” button to save the publication pages as photos.
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11.3- Sharing and Exporting Publications- 2013 Only:


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Publisher 2013 has many different methods you can use to export and share your finished
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publications with others. To email a publication, click the “File” tab in the Ribbon and then select the “Share”
command in the command panel at the left side of the backstage view.
In the middle section, select “Email” in the “Share” list. You can click any one of the publication
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attachment options in the far right panel of the backstage view to email the publication. You can click the
“Email Preview” button in the “Share” list to view your publication as an HTML email in your default browser.
You can also export your publication to various formats, if needed. To do this, click the “Export”
command at the left side of the backstage view. Under the “Export” section to the right, you can select either
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the “Create PDF/XPS Document,” “Publish HTML,” or “Change File Type” choices. Depending upon which
selection you make, the instructions and options that appear to the right will vary. Simply follow the
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onscreen instructions shown in the right panel to share the presentation using the selected sharing method.

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Printing

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11.4- Save & Send- 2010 Only:

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In addition to providing the “Pack and Go” wizard that allows you to take Publisher files to a
commercial printer, Publisher also provides many other options for sending and publishing your publications
in the “Save & Send” options that are shown within the backstage view. To access the backstage view, click

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the “File” tab in the Ribbon. Then click the “Save & Send” command in the panel at the left side of the
backstage view. You can then click on any one of the commands shown in the middle section to view
further options in the far right section.

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You can click the “Send Using E-mail” command to view your options for sending your publication
via e-mail in the far right pane. Simply click on the button in the far right panel that you would like to let
Publisher send the current publication using that format.
Under the “File Types” section in the middle panel, you can click the “Change File Type” command

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to then display buttons to the right that you can use to save your publication as a different file type. Simply
select the file type to use at the far right and then click the “Save As” button to open the “Save As” dialog

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box where you can choose what to name the copy and where to save it.
You can click the “Create PDF/XPS Document” command in the middle panel to save the file as a
PDF or XPS document. Simply click the “Create PDF/XPS” button to open a dialog box where you can
name the file and then save it as the selected file type.
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If you want to publish the publication as an HTML web page, then click the “Publish HTML”
command in the middle panel. To the right of that, choose the desired HTML option and click the “Publish
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HTML” button to select where to save the content and what to name it in the dialog box that appears.
Under the “Pack and Go” section in the middle panel you can see the options for transporting your
publication to a commercial printer or to another computer. In the last lesson we covered sending your
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publication to a commercial printer. Also note that if you wanted to send the publication to another
computer, you can click the “Save for Another Computer” command in the middle panel. To the right, simply
click the “Pack and Go Wizard” button to start the “Pack and Go Wizard.” The wizard will then open in a
separate dialog box. This wizard allows you to embed the fonts used by the publication and also include
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linked graphics in the publication for transport to another computer. Simply read each screen and make
your desired selections in each one. When you are finished in a screen, click the “Next >” button to continue
to the next screen. When you have completed all of the screens click the “Finish” button to package the
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publication.
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ACTIONS-
Printing

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PREVIEWING AND PRINTING:

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1. To view your currently open publication in print preview, click the “File” tab in the Ribbon, and then click
the “Print” command. In the section to the right in the Backstage View, you will see various printing
options. To the right of those options, you will see the “print preview” of your publication.

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2. Note that there are three buttons that appear in the far lower right corner of the Backstage View at this
point. You can click and drag the slider icon shown in the “Zoom” slider to increase or decrease the
magnification of the print preview page display.

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3. You can click into the publication to zoom in and out or click the “Fit to Page” button to display the entire
page.
4. You can click the “View Multiple Sheets” button to display a pop-up grid. You can then click into the grid

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to select the number of pages to display within print preview at the same time.
5. Also note that if you are printing multiple pages, you can click the small left and right arrows that appear
at the bottom of the print preview view to scroll through the pages that you will print. You can also click

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directly into the number box and enter the page number of the page that you would like to display in the
print preview view to show it onscreen.
6. After you have previewed your publication, you can then set any additional printing settings in the same
area within the Backstage View.
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7. In the “Print” section, enter the number of copies that you would like to print into the “Copies of print job:”
spinner box, or simply click the small up and down arrows to enter the total number of copies to print.
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8. In the “Printer” section, use the drop-down to select the name of the printer to which you want to print the
publication.
9. In the “Settings” section, use the first drop-down to select what you want to print within your publication.
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You can select either “Print All Pages,” “Print Selection,” “Print Current Page,” or “Custom Print” (“Print
Custom Range” in 2010). Also note that you can enter the number of pages to print into the “Pages:” text
box if you select the “Custom Print” (“Print Custom Range” in 2010) choice. Page ranges can be
sequential (1-10), or non-sequential (1, 5, 10), or a combination (1-5, 10). Separate sequential page
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ranges with the hyphen and non-sequential pages with a comma. If you hold your mouse pointer over
the small icon at the right of the text box, you can see examples of how you can enter custom page
range references.
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10. You can use the next drop-down to choose how to print multiple publication pages. You can choose
either “One page per sheet,” “Tiled,” “Multiple copies per sheet,” “Booklet, side-fold,” or “Side-fold, half
sheet” from the drop-down menu. For any option other than “One page per sheet,” you will then need to
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specify additional settings from the drop-down or “Layout Options” button that appears below.
11. The next drop-downs allow you to set a page orientation for printing and the paper source and size.
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12. Below that, you can then use the next drop-down to select how to print one or two-sided pages. For two
sided, manual printing the selection you make also informs you how you should flip the sheets to print
the second side. When printing multiple pages, you can use the next drop-down to select your collating
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options.
13. The last drop-down allows you to print either a composite RGB or grayscale publication.
14. You can also check the “Save settings with publication” checkbox to save these print settings along with
the publication data so that you won’t need to change them in the future.
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15. When you are done choosing your printing options, just click the large “Print” button at the top of the
“Print” section to begin printing.
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ACTIONS-
Printing

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USING THE PACK AND GO FEATURE:

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1. To use the “Pack and Go Wizard,” save your publication.
2. Click the “File” tab in the Ribbon to open the backstage view.
3. If using Publisher 2013, click the “Export” command at the left side of the backstage view.

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4. If using Publisher 2010, select the “Save & Send” command at the left side of the backstage view.
5. To save the publication for a commercial printer, select the “Save for a Commercial Printer” command
under the “Pack and Go” section.

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6. In the far right panel, set your desired options before starting the “Pack and Go Wizard.”
7. If taking the publication to a commercial printer, select “Commercial Press” from the top drop-down.
8. You can then select “Both PDF and .pub files” from the second drop-down.

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9. If you know that your commercial printer can use settings of lower quality, or that they only need a PDF
or the Publisher .pub file, feel free to change these settings as needed.
10. Once you have your desired settings, click the “Pack and Go Wizard” button below the drop-downs to

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begin packaging your files for printing.
11. Set the desired location of the output of the wizard by selecting the desired option button.
12. You can click the “Browse…” button to save to a specified folder on a flash or other removable drive.
13. Once you have selected your location, click the “Next >” button to continue and finish.
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14. Note that on the final screen that appears, if you wish to print a composite proof, ensure that the
checkbox is checked and then click the “OK” button to finish.
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15. You can also use the “Pack and Go” feature to move your publication from one computer to another
along with all associated fonts and images. To do this, click the “Save for Another Computer” choice
under the “Pack and Go” section of the backstage view and then click the “Pack and Go Wizard” button
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to the right to start the wizard that will then gather the required files and package them into a file that you
can take to another computer and unpack in order to move a publication.
16. In Publisher 2013, you can click the “Save for Photo Printing” option under the “Pack and Go” section to
save each page of your publication as a print- quality JPEG or TIFF file that you can take to a
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commercial photo printer. After selecting that option, choose which photo format to use from the drop-
down in the far right pane and then click the “Save Image Set” button to save the publication pages.
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SHARING AND EXPORTING PUBLICATIONS- 2013 ONLY:


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1. To email a publication, click the “File” tab in the Ribbon and then select the “Share” command in the
command panel at the left side of the backstage view.
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2. In the middle section, select “Email” in the “Share” list.


3. You can click any one of the publication attachment options in the far right panel of the backstage view
to email the publication.
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4. You can click the “Email Preview” button in the “Share” list to view your publication as an HTML email in
your default browser.
5. To export your publication to various formats, click the “Export” command at the left side of the
backstage view.
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6. Under the “Export” section to the right, you can select either the “Create PDF/XPS Document,” “Publish
HTML,” or “Change File Type” choices.
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7. Depending upon which selection you make, the instructions and options that appear to the right will vary.
8. Simply follow the onscreen instructions shown in the right panel to share the presentation using the
selected sharing method.

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ACTIONS-
Printing

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SAVE & SEND- 2010 ONLY:

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1. Click the “File” tab in the Ribbon.
2. Click the “Save & Send” command in the panel at the left side of the backstage view.
3. You can then click on any one of the commands shown in the middle section to view further options in

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the far right section.
4. You can click the “Send Using E-mail” command to view your options for sending your publication via e-
mail in the far right pane. Simply click on the button in the far right panel that you would like to let

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Publisher send the current publication using that format.
5. Under the “File Types” section in the middle panel, you can click the “Change File Type” command to
then display buttons to the right that you can use to save your publication as a different file type. Simply
select the file type to use at the far right and then click the “Save As” button to open the “Save As” dialog

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box where you can choose what to name the copy and where to save it.
6. You can click the “Create PDF/XPS Document” command in the middle panel to save the file as a PDF

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or XPS document. Simply click the “Create PDF/XPS” button to open a dialog box where you can name
the file and then save it as the selected file type.
7. If you want to publish the publication as an HTML web page, then click the “Publish HTML” command in
the middle panel. To the right of that, choose the desired HTML option and click the “Publish HTML”
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button to select where to save the content and what to name it in the dialog box that appears.
8. Under the “Pack and Go” section in the middle panel you can see the options for transporting your
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publication to a commercial printer or to another computer. If you want to send the publication to another
computer, click the “Save for Another Computer” command in the middle panel. To the right, simply click
the “Pack and Go Wizard” button to start the “Pack and Go Wizard.”
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9. In the “Pack and Go Wizard” dialog box, read each screen and make your desired selections in each
one. When you are finished in a screen, click the “Next >” button to continue to the next screen. When
you have completed all of the screens click the “Finish” button to package the publication.
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EXERCISES-
Printing

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Purpose:

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1. To use the “Pack and Go Wizard” to create a file for commercial printing.

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Exercises:

1. Open the “Brochure” publication that has been completed through the Exercise at the end of
Chapter 7.

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2. Click the “File” tab in the Ribbon.
3. If using Publisher 2013, click the “Export” command in the panel at the left side of the backstage
view.

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4. If using Publisher 2010, click the “Save & Send” command in the panel at the left side of the
backstage view.
Under the “Pack and Go” section, select the “Save for a Commercial Printer” command.

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5.
6. In the far right panel, click the “Pack and Go Wizard” button below the drop-downs to begin
packaging the publication.
7. In the first screen, select the “Other location” option button.
8. Click the “Browse…” button to save to open the “Choose Location” dialog box.
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9. Use the “Choose Location” dialog box to select your “Documents” folder.
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10. Click the “OK” button in the “Choose Location” dialog box to continue.
11. Click the “Next >” button to continue and finish.
12. In the final screen, uncheck the “Print a composite proof” checkbox, and then click the “OK” button to
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finish.
13. Look in your “Documents” folder and you should see a zipped file named “Brochure” that contains
the compressed publication data. You can delete the “Brochure” zipped file when you are finished
inspecting it.
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14. Click “Save” in the Quick Access toolbar to save your changes.
15. Click the “X” button in the upper right corner of the application window to close the publication.
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CHAPTER 12-
Helping Yourself

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12.1- Using Publisher Help

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Helping Yourself

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12.1- Using Publisher Help:

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You can access the help in Publisher by clicking the “Microsoft Publisher Help” button in the Title
Bar. This will open the “Publisher Help” window. Notice that this window can be closed by simply clicking
the “x” in the upper right corner of the window when you are finished using the help files.

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If you wish to search through the help files for a topic, you can easily type the words for which you
wish to look into the long white text box in the toolbar at the top of this window. You can then decide where
you wish to search for the information by clicking the drop-down button next to the “Publisher Help” title in

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Publisher 2013 or the “Search” button in Publisher 2010:2007, and then selecting a choice from the drop-
down menu. Once you have selected where to search, just click the “Search” button to let Publisher search
for the words or phrases that you entered.
Any matching help topics are then displayed in the “Publisher Help” window as a listing of

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hyperlinks. You can click on the name of a help topic to view its content in the “Publisher Help” window. To
go back to the main listing of help topics, just click the “Back” button in the toolbar at the top of the window

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to return to the list. You can then continue reading other topics, perform another search, or simply close the
window if you are finished.
Should you want to print any topic that is displayed in the “Publisher Help” window, you can do so by
just clicking the “Print” button in the toolbar at the top of the “Publisher Help” window.
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ACTIONS-
Helping Yourself

ly!
USING PUBLISHER HELP:

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1. You can access the help in Publisher by clicking the “Microsoft Publisher Help” button in the Title Bar.
2. This will open the “Publisher Help” window.
3. Notice that this window can be closed by simply clicking the “x” in the upper right corner of the window

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when you are finished using the help files.
4. If you wish to search through the help files for a topic, you can easily type the words for which you wish
to look into the long white text box in the toolbar at the top of this window.

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5. You can then decide where you wish to search for the information by clicking the drop-down button next
to the “Publisher Help” title in Publisher 2013 or the “Search” button in Publisher 2010:2007, and then
selecting a choice from the drop-down menu.
6. Once you have selected where to search, just click the “Search” button to let Publisher search for the

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words or phrases that you entered.
7. Any matching help topics are then displayed in the “Publisher Help” window as a listing of hyperlinks.

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8. You can click on the name of a help topic to view its content in the “Publisher Help” window.
9. To go back to the main listing of help topics, just click the “Back” button in the toolbar at the top of the
window to return to the list.
10. You can then continue reading other topics, perform another search, or simply close the window if you
are finished. n
11. Should you want to print any topic that is displayed in the “Publisher Help” window, you can do so by
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just clicking the “Print” button in the toolbar at the top of the “Publisher Help” window.
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EXERCISES-
Helping Yourself

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Purpose:

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1. There are no exercises for this lesson.

Exercises:

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1. None.

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Publisher Keyboard Shortcuts

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Basics Key Working with Text Key
Display window control menu Alt + Spacebar Left one word Ctrl + Left Arrow
Exit Publisher or close a dialog box Alt + F4 Up on paragraph Ctrl + Up Arrow

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Show menu for selected object Shift + F10 Down one paragraph Ctrl + Down Arrow
Move to next command or field Tab Start of a text frame Ctrl + Home

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Move to previous or next option Up or Down Arrow End of a text frame Ctrl + End
Move to next tab in a dialog box Left of Right Arrow One table cell to the right Tab
Move to a dialog option with an Alt + the key for the One table cell to the left Shift + Tab

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underlined letter underlined letter
Next object in the workspace Tab
Move to the first item or character in Home

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Previous object in the workspace Shift + Tab
a list or text box
To a specific page Ctrl + G
Move to the last item or character in End
a list or text box Select all text in a frame Ctrl + A or F8
Open or close a list box
Move between items in a list box
F4
Up or Down Arrow
n Select one character to the left Shift + Left Arrow
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Select one character to the right Shift + Right Arrow
Add or remove a check mark Spacebar Select to end of word Ctrl + Shift + Right Arrow
Close dialog box and save changes Enter Select to start of word Ctrl + Shift + Left Arrow
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Close dialog box and cancel changes Esc or Alt + F4 Select to end of line Shift + End
Create a new publication Ctrl + N Select to start of line Shift + Home
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Open an existing publication Ctrl + O Select one line up Shift + Up Arrow


Switch between the current page F9 Select one line down Shift+ Down Arrow
view and actual size view
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Select to end of paragraph Ctrl + Shift + Down Arrow


Help F1
Select to start of paragraph Ctrl + Shift + Up Arrow
Print Ctrl + P
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Select to end of text frame Ctrl + Shift + End


Save Ctrl + S
Select to start of text frame Ctrl + Shift + Home
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Working with Text Key


Cancel selection Esc
Up one line Up Arrow
Find Ctrl + F or F3
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Down one line Down Arrow


Repeat previous find Shift + F4
Left one character Left Arrow
Find and Replace Ctrl + H
Right one character Right Arrow
Check Spelling F7
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End of a line End


Bold Ctrl + B
Beginning of a line Home
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Italic Ctrl + I
Right one word Ctrl + Right Arrow
Underline Ctrl + U

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Publisher Keyboard Shortcuts

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Working with Text Key Viewing and Editing Key
Make text small capital letters Ctrl + Shift + K Group or ungroup objects Ctrl + Shift + G
Change text style Ctrl + Shift + S Bring to front F6

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Change text font Ctrl + Shift + F Send to back Shift + F6
Change text size Ctrl + Shift + P Nudge left Left Arrow

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Copy formatting Ctrl + Shift + C Nudge right Right Arrow
Paste formatting Ctrl + Shift + V Nudge up Up Arrow
Apply or remove subscript formatting Ctrl + = Nudge down Down Arrow

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Apply or remove superscript formatting Ctrl + Shift + = Rotate objects 5 degrees clockwise Ctrl + Alt + Right Arrow

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Increase kerning Ctrl + Shift + ] Rotate objects 5 degrees Ctrl + Alt + Left Arrow
counterclockwise
Decrease kerning Ctrl + Shift + [
Add a page after current page Ctrl + Shift + N
Increase font size 1 point Ctrl + ]
n Switch between background and Ctrl + M
Decrease font size 1 point Ctrl + [ foreground
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Increase to next font size Ctrl + Shift + > Go to page… F5
Align left Ctrl + L Move up in page Page Up
Align right Ctrl + R
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Move down in page Page Down


Align center Ctrl + E Scroll right Ctrl + Page Down
Justify Ctrl + J Scroll left Ctrl + Page Up
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Single-space lines Ctrl + 1 Hide or show special characters Ctrl + Shift + Y


Double-space lines Ctrl + 2 Turn Snap to Guides feature on or off Ctrl + W
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1.5-space lines Ctrl + 5 Show or hide boundaries and guides Ctrl + Shift + O
Remove line spacing before paragraph Ctrl + 0 (zero) Undo Ctrl + Z
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Start new line but not new paragraph Shift + Enter Redo Ctrl + Y
Viewing and Editing Key Open Insert Fields dialog box Ctrl + Shift + I
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Delete an empty text frame Delete Insert a hyperlink Ctrl + K


Delete a text frame with text Ctrl + Shift + X Preview Web page Ctrl + Shift + B
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Delete an object Delete


Cut objects Ctrl + X
Copy objects Ctrl + C
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Paste objects Ctrl + V


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Add shadow Ctrl + D


Make transparent or opaque Ctrl + T

©TeachUcomp, Inc. Introductory Publisher 135

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