Headers, Footers and Page Numbers

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You will learn how to create headers and footers for different first pages and sections as well as learn how to edit the page number formatting. Step-by-step instructions, as well as sample documents, have been included with this lesson.

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In this module, I'm going to show you how to insert headers, footers and page numbers into your document. With this module I've included a resource document giving you step by step instructions for working with headers and footers. The example documents have also been included with the resources for this module if you want to follow along. Before we begin, I want to show you a couple additional ways to access the header and footer contextual tab, besides using the Insert tab, the first is double click. So navigate to either the header area or the footer area within your document and do a double click. Double clicking will take you into that area and give you access to the Design tab.

Double click within your document to close the header and footer area. The second way is right click to go to either the header or the footer area. For this example, I'll go to the header area and you'll right click choose Edit header or if I were in the footer area, edit footer and it will also take you into the header And give you the Design tab so you can work with your header and footer. Double click again within your document to go back to your document. Now let's go to the Insert tab and I'll walk you through the various commands that are available. So we'll go to Insert, come over to the header footer group.

And for this one, we'll choose header. So we'll click on header. And it's going to give me a drop down, which shows me a list of templates that Microsoft is included for us to use as base headers. I can choose more headers from office comm, I can click Edit header. Now because I haven't actually created the header. When I click Edit header, it'll take me into a blank header.

Or if I had a header, I could click Remove header. So what I'm going to do here is I'm going to choose the blank one. Now, when I chose the blank one, it's got an area that says in brackets type here, this is what's called the placeholder. And this is where you would type over information you wanted to insert. So for instance, if I wanted to add the company's name in the header, I could type it here. Now if we come up with it Look at the Design tab.

Starting at the left, we've got the area for inserting header, footer and page numbers. If we come over to the Insert group, this is where I could choose date and time information, document information, quick parts, insert a picture from my system, or an online picture. I've got the navigation group, which would allow me to go to my footer, or navigate between previous and next headers. Because I'm in the header area. And the options group, I have the option to set a different first page, which means that my first page on my document could look differently for the header and footer than the remaining pages on my document. I've also got the ability to set different odd and even pages, which comes in handy if you're doing a bound document.

The third option is show document text. I've got this checked and what that means is it's going to show the text within my document. Now it's grayed out which means I can't actually edit it because I'm in the header area, but it allows me to see it. Now this comes in handy. If you've got a long document that you're scrolling through your headers and footers, you kind of keep track of where you are within your document. And to the right one more group is my position group.

This is where I can position the header from the top of the document the footer from the bottom, or insert my alignment tabs. And then the final group is to close header and footer. I can click this instead of double clicking within my document. So we'll go ahead and click close header and footer and return to our document. Now you'll notice when I'm in my document, my header area is grayed out. That's because when you're in your document, you can't edit your header or footer, you actually have to go into the header footer area to edit them.

At this point, I'll show you how to work on a simple multi page document and a more complex document containing section breaks. So first, we'll start with the simple document. And that is my report notes. Straightforward document body of a document multiple pages long. With this document, we're going to add the date to the first page of the header In the document path to the first page of the footer, the remaining pages, I'm going to add the page number. So what we want to do now is we want to go into the header area.

So I'm going to double click within the header. And now before I start adding my information, I need to go and make sure my options are set correctly. Now remember, because I'm adding different information to the first page of this document, the date to the header, and the path to the footer, I want to select different first page. And when I do that, you'll notice it changes this to first page header. Previously, it just said header this to notes when you have different first page selected. So now I can enter my information.

So I want to add the date here. And instead of typing it in manually, I'm going to come up to the Insert group and choose date and time. When I click on date and time it's going to give me the date and time dialog box and list all the available formats. I want this one to have not only the date, but the day of the week. So I'm going to change Option two. Now when it comes down to my okay above there, there's a checkbox for update automatically.

What this will do if I check it is automatically update this date every time I open up the document. I don't want it to stay with today's date. So I'm going to click OK. Now I'm going to go to the footer. And instead of scrolling down to it, I'm going to go up to the navigation group and click Go to footer. Here's where I want to put the path of the document. So instead of typing it manually again, I'm going to come up to the Insert group, click on document info, and choose file path.

And that puts the path of the document into my footer area. Now I want to go to the next footer to put the page numbers. So I'm going to come back up to the navigation group and click Next. This takes me into my footer and notice it says footer. It doesn't say first page footer. I'm now in the second page of my document.

And if I come down to my status I can see I'm in page two of four. Here, I want to add the page number. So I'm going to come over to the header and footer group, select Page Number, bottom of page. And I want to center it. Now on page two, and it lists page two. Excellent.

So I'm going to double click within my document to return to my document. Now if I scroll up, I've got the date, my first page header, the path on my first page, footer, page number, page number and so forth. So it's exactly how I want it to be set up. So that's how you create the header and footer and a simple document where the first page is different. Now I'll show you how to add a header and footer to a bit more complicated document. This document has a cover page and a table of contents and a section break then the body of the document.

So now I'm going to come over and go to my second document, which is a presentation overview. Now for this document, I want to make sure that I do have my paragraph markers on which I do Because if you don't have them on, I turn them off. When I'm looking at my document, I don't see where my section break is. And I like to know where I've got that in my documents, I could keep track of things to make sure everything's consistent where it was set up. So I'm going to turn my paragraph markers on, I've got just a regular page break here, I scroll down to my table of contents marker, I've got a section break, and then the body of my document. So like I said, This document is a little bit more complicated, because I've got that section break in there.

What that section break allows me to do is treat the different sections of the document differently when I'm creating my headers and footers. So what we're going to do with this document is we're going to put the company name and the footer on the first page or my cover page, and on the body of the document, we're going to add the page numbers. So the first thing I'm going to do is go into the footer on the cover page, double click on the footer area. And before I begin, I want to make sure everything's set up the way it needs to be set up. So you'll notice it says first page footer section one. Excellent because I want the first page to be different than the remaining pages.

But you'll also note that it says section one, because this document is divided into sections. It's going to denote when I'm in section one, versus section two, or so forth if there were more sections in the document, which comes in handy when I'm going through and creating my different headers and footers. So this one's perfect exactly how I want it for section one. Let's go down to section two. I'm still in section one, but I'm just on page two of it. Click again.

And now I'm in section two first page footer. Now I'm putting the page numbers in section two on all the pages. So I don't want a different first page. So I'm going to come up to the options group and I'm going to uncheck different first page. It sets it back to just footer section two. Now if we go over to the right, you're going to notice that it's says same as previous.

What this means is it's linking this footer to the previous footer. I don't want it linked to the previous footer. I want this to be a footer on its own. So I'm going to go up to the navigation area, and I'm going to click link to previous to turn that off. Once I do that, you'll notice it removes the same as previous. So now I think I've got everything set the way I need it.

And I'm going to go ahead and create my headers and footers. Let's go back up to the first page and insert the company name. Now let's go down to the first page of section two. And insert our page number. Now when I inserted the page number, you notice it says page two. This is actually page one we wanted to start counting here.

We don't want it to count from the other page. So what we're going to do is we're going to highlight page to do a right click Select format page numbers. From here, it's going to bring up the page numbers format dialog box, we could change the number format if we wanted, include chapter numbers if we had them. But what we're interested in for this one is the page numbering section. And we want to tell it what to start at. So we're going to click the down arrow and tell it to start at page one.

It switches to page one. So now if we were to scroll down, we've got page two, and so forth. So now we'll double click within our document. We'll scroll up to make sure everything looks good. Still got our company name, page one, page two. So now if we come up here, and we create our table of contents, our page numbers will match the numbers we added to our footers.

So that's how you add page numbers to a more complicated document that has section breaks within it. So to recap this module, I showed you three ways to access headers and footers in your document. Then we did a review of the contextual tab, header footer information, insert group navigation, your options, making sure that you select different first page if your first page is going to be different, and how to close out of your header and footer. And finally, I give you two examples of adding headers and footers to a simple and a more complex stack. Before we move on to the next module, let's take a short quiz to see how well you understand headers and footers.

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