Formatting Your Book for Self-Publishing

MS Word for Writers BONUS: Formatting Your Manuscript for Self-Publishing
1 hour 13 minutes
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Welcome to our bonus section on formatting your manuscript for ebook and print submissions. This does presume that you have some facility with the skills we've been using thus far in our course, though, if you find that things are going by quickly, you may want to review the lessons associated with those topics. Or feel free to pause the video and do the work in your book and then come back to the video section by section so that you can see the progress as you move along without needing to keep track of too many steps in your mind at once. Okay, the first place that I recommend you begin if you haven't done this already, is with a good healthy Find and Replace, and I would like you to on the home toolbar, turn on the show hide feature so that you can see any characters are elements of your formatting that may be hiding right now.

Because of The size or margins that you set up, or secret things you may have done to your document to get it to look the way you thought you wanted it for the drafting process. What I see buried within this document right away is that the opening chapter label is been set with five tabs rather than centering. each paragraph in the chapter has also been tabbed in rather than using first line. first line indent. There are two hard returns between paragraphs. And as you know, in fiction that is not going to be useful to us at all because we want our indented paragraphs to flow with no spacing between them.

And also there are some spots where I see paragraphs begin with a space which we don't want, or some paragraphs end with space after them. Which if there are many spaces that might throw off our ebook formatting. So here let's run through this first to get rid of as many non essential elements as we can, so that we don't have to do them one by one searching our whole document. So let's dive in. On your Home ribbon toolbar, open up the Replace feature from the right hand side here. It should bring up the Find and Replace box make sure you are on this center tab for replace.

And in the find box. First off, we're going to get rid of all those pesky tabs so that we can use our style settings to more accurately and efficiently set up our document. So to replace a tab, you may recall we're going to search for parrot T. Okay, and we are going to replace those tabs with the drumroll please nothing. So make sure that second box is empty and then we'll click Replace All and we should know Notice what happens immediately is that all the tabs in front of our pair or a chapter heading there that we were using have disappeared, as well as those extra tabs that were slowing down the formatting of each paragraph. We will replace them later with first line indent if you're formatting for fiction. Okay, next up on our list, we want to get rid of places that have too hard paragraph returns in a row.

In both fiction and nonfiction, we can accomplish this in a simpler way. If you're formatting nonfiction, by adding space between paragraphs rather than using hard line returns, because those might have been formatted with different font sizes, which would make the distance between paragraphs not always the same. So to do this, we're going to replace any spot where there are two paragraph returns in a row. That's carrot p, carrot P. We're going to replace that with just one paragraph return. And then I'll show you how to clean that up in a secondary step later where we're adding space or removing space between paragraphs. So this time, we're also going to replace, wow, that's 2317 times we did not have to scroll through the document and delete extra hard returns, you may have spots where there were three paragraph returns in a row, so you could run a secondary check just to make sure, indeed, there were 26 spots in this one, so I'm just going to run again until I can get that number down to zero.

Let's see what we've got here, down to two, one. Now if you're getting one a few times in a row, my recommendation is to go ahead and click Find Next, and look for the spot where this happens because you may have added a bunch in before chapter breaks or things like that. So then, just grab that Last one, and you're good to go. Okay. So next up on the list, we want to find spots where we may have added in like this one behind here in our first true paragraph where there is a space at the beginning of a line, the beginning of a paragraph that we do not want. And so to find that, you have to think for a moment, we're looking for a spot where there was a hard paragraph return, followed by one space.

So we're going to find spots that have a carrot p hard return plus one space. And then we're going to replace that with just the hard return carrot P. Go ahead and replace all you'll find Oh 25 times I did that Oh, crazy. And just run that again until you get the number down to 02 times. Two more times. Oh, this may be a spot if it doesn't narrow down soon where we want to Find Next and look for that other Oh, wow, that would have taken us a long time to do when it. Okay, so I'm just going to remove all those spaces at once in front of our scene break.

And I'll show you in a follow up section of this video how to quickly format all your scene breaks so you don't have to worry about that not being centered right now. Okay, last on our next to last on our list is spots where we may have extra spaces hanging out at the end of paragraphs. It's probably not a trouble in your print document, but it might be in your ebook if you have too many hanging out there. So we're just going to grab those to make a beautifully formatted document. And this time we're searching for spots that have a space in front of that hard return. So in your find box, you're going to replace space carrot p, with again, just simply carat P and we'll replace all and 537 so far have a total of 814.

So if it asks you do you want to return to the beginning of your document, just say yes, it may be that in one of those previous pieces, we wound up partway through that you want to make sure you're replacing throughout your document. And then this is another one where you run a run again, because you may have originally had longer paragraphs that you split between sentences, and so one or two spaces may still be hanging out at the end of that paragraph. So we'll run that a second time. Okay, that's quite a lot more. So we're going to run this again until we get down to just a couple and hopefully zero. All right, down to two, four, okay.

And three total, getting better each time. made one replacement and now I'm going to find next because yeah, here it is a spot where there are just a ton of spaces after neath this team break because maybe they are was trying to center something and didn't want to be bothered with it looking back to the toolbar to find that true centering, okay, now last but not least, is a possibility you may not have any of these in your document. But there are soft line breaks that look like a, an arrow pointed to the right and around that may be lurking at the end of paragraphs. This sometimes sneaks in without you knowing. And we're just going to replace any soft line breaks with hard line breaks. Because in print formatting, these soft line breaks will stretch out your line words, your words on a line, when we apply that justification the left and right, non ragged edges later, so we're going to replace soft line breaks with hard paragraph breaks and replace all Oh, there were 13 Wow goodness.

Let me just undo for a second and find one of those so that you can see what the symbol looks like. Oops, I need to redo. Here we go. This is what that symbol looks like in case you're curious. It is an arrow pointed to the left like a return. But this is called that soft line break.

So I'm just going to quickly go ahead and remove those as well as those dots that we already did. And I'll catch you back up on the next part. Okay, one last Find and Replace, because you may notice that in some positions, this author has used two spaces between sentences instead of one. So we also want to clean that up by looking for spots where there are two spaces, and we're going to replace those with just one. Wow, 3500 times. Let's run that until we can get that number down to zero.

Perfect. Okay, just took a couple of runs there. Great. Now we are ready to move on with setting up our styles throughout the document so that you can most quickly and efficiently format your document beautifully with uniform text throughout in each of the sections that are going to match for you. So first thing I want you to do is select all the text in your document. If you've done your style settings ahead of time, this may not be a worry for you, you can just follow through with the video and tune back in after this but if you haven't done this yet, go ahead and select all in your document, you can do that from the Home tab, select all or Ctrl A or Command A on a Mac.

Alright, I'd first like you to use this style setting of normal and apply that to all the text in your document because it will be much easier to find those chapter headings than it will be to click and drag text within each chapter. So first thing I'd like to do is highlight all the text in your document and then click normal. And next we're going to set up what normal is. And if you remember from our style section, you're going to point to this setting and right click, then choose modify. Alright, for normal in fiction or nonfiction, you want to use a font that is easy to read, that meets reader expectations in your genre. And that will look elegant and Times New Roman for me just doesn't do that.

It's a bit tight and scrunched on the line. So one of my favorites is Georgia. You may do some research on your own leading up to publication but I'm going to say this is a nice industry standard one that will look beautiful in many genres for it The main body text again, this is our normal text. So I'm going to recommend Georgia. I personally like Georgia 12, because my vision is not what it once was. But depending on your genre, you may look for a slightly smaller font, maybe you want a 10 point or 11 point font, but I would caution you, if your print readers are an older demographic, you may want to err on the 11 to 12 point font and not consider 10 points.

Another consideration for font size might be the total length of your manuscript, and how many pages that's going to take because it's a business decision for you as well. The in self publishing, the total page count of the book does affect your price that you'll be able to purchase all their copies for so take lots of things into consideration when you make this choice. Now, if you're formatting for nonfiction You are going to want to use the following kinds of settings, I would encourage you to use full justification that's this fourth choice on the toolbar. So we won't have ragged left or right edges throughout our document. That will be different. Oh, I do need to make one proviso if you're formatting for nonfiction, and you have bulleted or numbered lists in your document, you may want to instead err for the longer version of setting up your styles because those bullets and numbered lists I'm sure you don't want to undo your good work there by making them all normal and taking away those list features or, or bullets and numbers, settings.

So if that is present in your document, hit undo a few times if you've just done that here following along with the video to get those back and then you'll want to set section by section by using click and drag to highlight the segments of your text but do not set your bulleted lists to normal. Okay, so again formatting for nonfiction or fiction, either one, I recommend using full alignment justified alignment there, and on our Format button at the bottom. few places you may want to tweak here if there are elements of the font beyond just Georgia regular, and your size point or the name of your font and the size point, you'll find that on the format font area, or format paragraph in nonfiction, you'll remember we don't want to include an E, any indent at the beginning of each paragraph, but we do want to include some spacing between each paragraph.

Six point is one of the fun industry standards or you may consider eight points If you want to add a little extra space between those paragraphs, and I would say you might consider line spacing at 1.15 or 1.08 in your nonfiction, so go ahead and set that up and click OK. And then click OK again and we'll preview what a nonfiction first format for our main body text might look like, where each paragraph is not indented, but there is space between paragraphs, okay, and then we'll grab our chapter headings and subheadings as a second step. Instead, if your formatting for fiction, while you have everything selected there, come back to the Modify normal, right click Modify. And in fiction, we still want to have full justification. But on our format paragraph setting, we do not want space after or before each paragraph. graph, but we do want to have a first line indent.

Now, depending on the finished trim size of your book, that's the finished dimensions of the print book, you may want to consider using only a first line indent of three tenths of an inch, perhaps smaller and a mass market something like a five by eight. But play around with this till you find just the right setting for your book. We'll be adapting those page sizes and margins in an upcoming step today. All right and perfection here. Make sure you've got your first line indent, no spacing before after the paragraphs and aligned spacing of probably either 1.15 or 1.08. Click OK. And then OK again.

And now here we're set for our fiction, which is what this particular manuscript is based upon. Next step up that I want you to do is locate your chapter headings and we're going to Those two heading one. And then we're just as we did with normal, we're going to right click heading one and choose modify to select the characteristics we want for all of the headings in our book. in print, we're going to most likely be printing in black and white. So go ahead and select black x there and you may be able to go a little bit more daring on chapter heading fonts, make sure it relates to the mood of your books, storyline, and also to readability. So you want your readers to not have to struggle to read the text when it's done, and the size so pay attention to all those items when you're considering the chapter headings.

In this case, I think I'm going to go with Georgia just to demonstrate something easy, but you may play around with this. Now, in this particular document, you may have a choice whether you want your chapter headings to be left aligned. And again, we'll take away that indent coming up or centered. This author has asked that we center her chapter heading, so I'm going to go ahead and do that. You may choose to bold or italicize your headings. I'm going to go with bold but not metallics.

I'm going to turn that off there. And next head down to the Format button in the lower left hand corner. You may choose to say font here, and I like the look of small caps on these chapter headings you can decide for yourself, maybe you'd like all caps instead, those are two choices for you. Do be conscious though, right now I noticed that the author has capitalized all the letters of the word printed Long. So if I employ small caps, I'm going to have to go back and either retype that, or use the case sensitivity tool to switch it to first word, each word capitalized before the small caps will show up. So I'm going to enable that.

And then click OK. And next up is probably going to be one of your more critical decisions, the format tool and then paragraph, how far down would you like that chapter heading to drop on the opening pages of each chapter. For me, somewhere between 72 and 100 might be nice. So we'll just try it out a few times. To see where that where, where you might want that on your document. And then I consider I suggest you consider adding space after that chapter headings so that you're not tempted to add in hardware. turns, which again might be different font sizes, and then wind up being just a little bit skewed from one chapter to the next.

So determine what part font distance you want your chapter heading to drop down from the top of the page, and then what distance you want your main body text to drop down. After that chapter heading. ado, please remove any special indentations there. You want that set to zero so that your chapter header will either be truly left aligned or truly centered. And then go ahead and click OK. And click OK again, to see that inactive. Fantastic.

Now we do see the 72 point drop. We're still in viewing this on letter size paper for the moment. So I'm going to be okay with that. But if you want to explore this more, once you've set your page size that will be the time to dig in deeper on this, but I do want to make sure that my small caps feature shows through. So I'm going to change this all uppercase type word now into capitalize each word so that you can see the true effect of small caps where one capital letter is just a little larger than all the rest. Okay?

Do also consider if you'd like your headers to include anything special. This particular author has chosen to include a just going to come down to a new line, and then truly center it. She'd like to insert a picture beginning at the opening chapter here of the acts of one of her characters in the book. And I'm going to set this to a uniform height, let's say, three quarters of an inch. And truly then centered under that chapter heading is my scene break. This is a fantasy novel.

And so do consider what the expectations are for your readers in your genre. make decisions based on that. Once you have that in, you may choose instead of inserting it every chapter to instead, copy and paste that into each chapter. I do not off the top of my head, recommend adding that into your heading one features. But you can do border lines using that. So if you right click Modify from the format bar, you can choose border.

And if you'd like to have some sort of line or design element there at the end of your chapter heading, select the line you want, then leave just the bottom border. applying that to paragraph click OK and ok again, and then you will see that line applied. But in our case, since we've chosen to add a picture element or an image element, we won't want to do that for this one. So make the choice that's right for your dog. document. Next, I'd like you to go ahead and locate all of your chapter headers and assign them heading one.

If you've labeled them with the word chapter and a number or something like that, your fastest way to do so is to open up the find feature, and then type chapter into the find panel and look for results. Simply click then beside that result and choose heading one. And if you see that you've got this extra return, go ahead and remove that. And you may find that it's quickest just to go through chapter by chapter, set your heading ones up and then add any other image or design element that you might have added. But use those sparingly. This is not something that you want to consider in every book to have something with this much glitz and glam there.

So go ahead and head through your entire document, format those chapter settings and when you're done, what you'll be able to see is on The headings version here, you will see not only chapters that begin with the word chapter, but if you've located them all properly. If your prologue, afterward or forward other items that merit that heading one condition, make sure you've included all of those in your text assignments, and then join me back for the next step. Go ahead and pause the video and do that throughout your document. We're also going to want to set up your scene breaks here in a uniform way. So the quickest, easiest way to do that is to create a style setting. So we're going to head to the More button on your styles area of the Home ribbon toolbar, and you can go ahead and create a style.

I'll call mine scene breaks here and I've already set this up so it may give us an error message but we'll see when a modify this scene breaks setting To be the same font size as my main text, you can play around with this if you like, I'd like my scene break to be truly centered and not bold. But rather on the format text I want to in the paragraph area, I want to add 12 points of space above and below this, I do not want any sort of indentation so that it can be truly centered. And I'll click OK. So now you'll see the style setting added here for scene breaks. And the quickest way you may move through your document is using the find feature. Go ahead and search for whatever symbol you uniformly used to indicate you were going to add a scene break just in the way that you added chapter breaks then click in front of that symbol and then select your scene break style setting.

Move down through your list one at a time and apply that same brake style setting. This is very simple then for you to use. To move from scene to scene and go ahead and format for the rest of your manuscript. Okay, next up, we want to add space at the beginning and the end of our text for front matter and back matter. So, before the opening of your manuscript, you can get there by scrolling all the way up and parking your cursor in front of the first word, or one of my favorite keyboard shortcuts is control plus home. So the home key is typically above your number pad on the right hand side of your keyboard.

Control home will take you to the very beginning of your document and control end would move you to the very end of your document. Once you're there, head to the Layout tab, and we're going to add a breaks. We're going to add in the section break area. A couple of next page breaks. So we're going to add one break for our title page. A second break for our company.

Write page. And if you would like to have a dedication page appear at the beginning of your book, add two breaks for that one for the dedication itself and one for a blank page that will follow so that your opening chapter can begin professionally as it would in traditional print on a right hand page. Okay, you may want to leave placeholders here. So if you do go ahead and type those in title page, one for copyright page, then a dedication page followed by intentionally blank and I'll show you later how to keep those completely blank without headers or footers as well because you may if your book is less than 300 pages for sure if it's less than 250 pages. Once we add those dimensions in, you may want to strongly consider having an intentionally blank page at the end of any chapter that ends on a right hand side So that your next chapter can begin also on a right hand page.

And we'll talk through that a bit later. Okay, next head to the end of your document. And you can do that by pressing Ctrl plus the end key on your keyboard, or scrolling all the way to the last page and placing your cursor after the last text located there. And on the same layout page, we're going to use breaks next page. And we'll determine at a later point whether we've ended on a left hand, even numbered page or a right hand odd numbered page and we'll play with that a little bit later in the process. But we want to add blank pages for any back matter that you like to include.

This might include something like author's notes, I can type here, notes, and I'm going to set this to a heading one as well just so that it has its nice matching there with all the other header ones. If you would like to add another section, perhaps acknowledging or thanking people who have helped you out, depending on how many pages the author's notes extend, you'll want to add one or two breaks there. And I'm going to go ahead and place two because I think we'll have some short notes. And here I'll just put in a place setter for my acknowledgments. And I'm a American, so I use the spelling that does not include the E between the G and the M. The UK spelling, though, would include an E here, all right, place your cursor again at the end of that line. And if you would like depending on how long your acknowledgments will be one page or to add some breaks in to get you down to the about the author page, all of these back matter items should begin on a right hand page.

Okay. And maybe you'd like to ask One more section in your back matter for other books by this author. All right, so those are placeholders for you just to remind you to fill those in. After we've got our formatting all set. All right, go ahead and take care of those in your document. So again, the list for frontmatter that you might want to include title page, copyright page, dedication.

I know some authors include their acknowledgments up front, that's up to you. If you're writing nonfiction, I'll show you a little bit later how to add in your table of contents. In the back matter items, you might include our author's notes, acknowledgments and about the author page, other books by this author. Or if you're digging deeper into nonfiction, you want to go back and revisit those lessons to add in elements like your bibliography or indexes. Okay, and you can accommodate saving space for them just from the layout breaks section break next page, and then revisit those lessons to learn how to deposit those indexes or bibliographies, right where you want them. Hopefully, you've also been saving your new document and I would hope with a fresh name up till this point, so that you can distinguish between your working manuscript in case you ever want to go back and resurrect something there.

So go ahead to the File menu and choose Save As, and I'd like you to select a title for this, I will often do the name of the book. This one is called legend of the blood Raman followed by formatting and at this point, particularly, I would like you to save this one twice. So once with just formatting that we're going to come back with and finish our print format. But then I'd like to file save as again, because we can go ahead and begin our ebook formatting. From this version, so then just change the end of your name there and perhaps make an ebook version. And why I stopped you at this point is so that you don't have to undo many of the section breaks and things that are very relevant in print formatting, adding intentionally blank pages and so forth.

And also the dimensions of the book, which are completely irrelevant to ebooks, it was just as easy to submit your ebook from a eight and a half by 11 layout, it won't make any difference because your finished ebook reader could be a small screen, like a cell phone or a very large screen like a tablet or computer. So the version of the file that we submit to ebook is often very much more similar to the manuscript that we've been creating all along. Okay, so let's use this second fit saved file for ebook. And I'd like you to go ahead and ask In your title page, one of the techniques that I enjoy using is to work with the book cover designer. Or if I've done it myself to utilize the same style of cover image, the text, and author name, layout and E Series name layout, the same fonts and placement that the cover has used to give a sense of continuity throughout the book.

So in this case, I might insert that legend of the blood Raven text that I enjoyed on the front cover, and then follow that up by inserting the author name in the same style as is on the front cover. You can accomplish this perhaps if your cover design is in something like Photoshop or Microsoft Publisher. Simply eliminate our hide all of the other layers except the text itself, convert them to black because your cover could be any number of colors, convert all that text to black and then save it as a JPEG An image that you can insert on your title page. But don't worry about sizing until you are ready to upload that final finished dimensions and things like that because it can be very different in the ebook title page as it would be in the print. Next, go ahead and add in your text for the copyright page.

Here's a quick and dirty example for you. Okay, ready is going to take us back to the beginning. So I'm going to head to the Home tab and set this to normal text here on my copyright page. And I'm also going to remove that first line indent so that the text is truly left aligned. I'm going to add the word copyright, followed by open parentheses lowercase C, and as soon as I type close parentheses, note that the autocorrect makes that copyright symbol I'm going to put in the current year For the book release, and the name of the author. So do consider whether you are creating an LLC, or publishing under your own name or a pen name, you would probably want to hold the copyright in your own legal name there.

Follow this up, it's very standard to use all rights reserved. Sorry, I did not mean to have that extra line in there. And then he may choose to come down a couple lines if you are using an imprint of your own. I have my own publishing company. So I would always add the name and contact information for that for my business, and then disclaimers, so you may choose to use some. There's a great resource I believe it's from Joel Friedlander and the book designer and just To search that out on Google has some great free to use copy and paste book disclaimers for fiction and nonfiction.

I'll go ahead and grab some of those and paste them in here. The particular one I want to use for fiction is this is a work of fiction, names characters, and I'm going to remove that second space between sentences just to be consistent. Names, characters, businesses, places, events, and incidents are either products of the author's imagination, or used in a fictitious manner, and a resemblance to actual person's living dead or undead. My author added this because we're in a fantasy novel, or actual events is purely coincidental. Next, you may also consider adding a disclaimer or adding text that has to do with permission to reprint so locate that text for yourself. Make sure that is free for commercial use for you to copy or write your own.

And when you're ready to paste that in if you are copying and pasting from a different source Please note you can right click, and on your paste options choose keep text only so that it will incorporate it into that normal setting the font that you have chosen within your book. Alright, so here we're adding text. No part of this book may be reproduced or transmitted in any form or by any means electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system without written permission from the author. Make sure that you've chosen the text that is right for your book. All right. And then we also want to include on this page elements of identifying your books ISDN.

Typically, this is a 13 digit code that you will either have purchased from in the United States banker is our sole licensing authority there, so head over to Boca comm they're also located at my and make your purchase there or if you're using one of the freely provided ISP DNS from the company that you're going to print with, go ahead and insert that here. If you'd like to use this formatting for both your ebook and your print book the same copyright page, you may choose to include the print ispf on one line, and the E book is VPN on a second line, and just have those there together. I like using a tab in this case so that the numbers line up at the same uniform distance from the attributions here, but that's up to you. And then finally, if you have cover designers, you would want to mention, you can add their name here, the uniform and consistent or if there are any illustrators, perhaps you have images inside your book that you want to credit the designer with.

This would be the appropriate place to mention them as well. Also go ahead and add in any dedication texts that you want here in the opening acknowledgement text in the opening or in the back matter. You're about the author bio and perhaps your picture and any other books by this author page, go ahead and fill in all that front and back matter material and head back here for the next portion of our video. Okay, now, in the ebook formatting, the one last piece that we need to handle is the addition of our table of contents. We wouldn't have an intentionally blank page there, but we would have a table of contents. So to add that, head over to the references tab.

And after you've in used all your style settings for your chapter headers, this is super, super simple. Click on table of contents and come down to custom Table of Contents because in an E book, guess what, we don't need page numbers. We're going to use hyperlinks instead of page numbers here for this, I'm going to choose the from template area one level because this is a fiction title, not showing page numbers but do include hyperlinks for each of the chapters instead of page numbers. From the Modify section, you may decide how you want each of the fonts to appear. So I'm going to make it uniform to the text I already have set in Georgia 12. I do not want it to be bold, though in this table of contents, nor do I want it to be a tallix.

You can very frequently find books in ebook format, the Table of Contents is centered, since we don't have those page numbers spaced out. So that may be a characteristic you'd like to use. And then from the format paragraph section, I would encourage you to have either no space before or no space after And no indents Okay, so that this will look most beautiful on your page and go ahead and modify that. For as many of the heading styles as you're using here then go ahead and click OK. Once you click out of the Modify area, you may need to just double check again that the Show page numbers is turned off in your ebook, or turned on in your print book. If you're going to be using table of contents in your print book. nonfiction, it is a standard item but in fiction however, the print versions do not typically have tables of contents.

All right, then we're ready to click OK and add this table into our document. What you'll be able to see if you hover above any of these sections is that they are indeed hyperlinks they have not appeared as blue and underlined text, but your when you submit this file to your ebook platform. Each of these chapter headings are clickable links and you can see that when you hover above one and it will Suggest control plus click to follow the link. So if we wanted to, for example, to visit chapter four, I'll hold down my control key and click and it will take us instantly to the beginning of chapter four. great trick, right? Okay.

Now also with your table of contents, be sure if you would like to have a header on that, that you've added that it clips a table of contents that could just say contents, be consistent within your genre, or had an ad that if there are elements that you do not want to show in your contents, you may select them and simply highlight and then press the backspace or delete key to remove them. So if you don't want to have that frontmatter or back matter items included in your table of contents, you can delete any of them that you don't want to show up just by highlighting and backspace or delete there. Okay, now, your ebook is ready to submit to your platform. If you're using Amazon's Katie Piece services, no need to fret about headers or footers page numbers with that because in ebooks, those are quite irrelevant.

And especially if you're using KDP. Uploading with a Word doc is just exactly one of the format's that they're looking for so go ahead and save your final again, head to your platform set up your account if you're a first time user. And when you get to the upload your manuscript portion, upload your Microsoft Word document. This also works wonderfully with design platforms like draft to digital, which will grant you access to non Amazon based platforms in addition to Amazon, or you could choose to upload separately to different companies like apples iBooks Kobo through Kobo writing life calm, love those folks there and upload to the E book platforms review choice, but most typically they're looking for Word documents to begin with. And then just experiment to get the right fit and feel. But you'll want to preview from those platforms, exactly the formatting choices that you've uploaded.

And if different design elements need to be changed, come back to your source document here, make those corrections and then re upload. Okay, next up, we're going to go back to our save version for print and begin again from there if you do not need a table of contents. Okay, next up, we're going to head back to that saved version that we were working on before when we split off for ebook. All right now it is time to select our trim size for the book. So in print, some of your standard choices are sizes like mass market paperback, five by eight, something in the middle, maybe a five and a half by eight and a half. trade paperback size six by nine or explore your print on demand printers list of available trim sizes and go from there.

Alright, so I'm going to format this one to six by nine, for a couple of reasons. The author's other books are in trade paperback size at six by nine. This particular title is rather hefty in the fantasy genre it is 138 some thousand words. And so we want to have extra space. So we're not overwhelming on the page count at the end of days here. And we may also decide to eventually go with a ga 11 point font, depending on how many pages we see we're getting to in the format of documents.

So we all have those interests in mind as you format your book. Okay, next, we're going to lay out the pages in our finished size. So we're going to head to the Layout tab, and begin first with the size feature here. And then scroll all the way down to the bottom more paper sizes. I'm going to change the width of the document to six and a half by nine, and at the lower portion of here, we want to make sure we're changing this to the whole document and not merely just to this section, you can go ahead and click OK. Or you can flip over to the margins tab at the top. And again, we want to make sure we're making changes to the whole document.

And in this genre, we have formatted her other books with half inch top and bottom margins. And then as you may have learned on the page layouts video of our course, we're going to use something called mirror margins for the interior of our book so that inside margins will be slightly larger than the outside margins. So consistent with the top and bottom we're going to use a half inch outside margin, but because the page count in this is going to be very high and we don't want to have to open the book and have our readers push it flat in the center. We're going to give a healthy eight tenths of an inch inside margin on this particular Because it is quite long. So now we have set our paper size. And our margins are going to go ahead and click OK. And give the document time to reformat itself and you'll see that page count will shift.

As we wait. There we go, oh wow 478 pages so far, so this is quite lengthy. Now, you're ready to design your title page in more finished elements now, so I'm just going to truly center each of the title and author pieces here. I'm going to perhaps on the Layout tab again, shift the title text down a bit, and then switch to the author name and do the same thing with it to spread it more spaciously on the page. If you would like to see how this lays out on a finished page, you may come to the View tab. Have and select one page view, which will resize your document so that you can see a full page within your screen height to play around with the above and below spacing between your title page elements.

Okay, go ahead, perhaps your copyright page, you might want to have this drop down a bit from the top of the page, perhaps you'll choose to have it match the drop down that you use on the beginning of each chapter. That's a very standard element choice there. And then come down, you'll have filled in your dedication page text, and have your intentionally blank page we can go ahead and remove that. We can go ahead and remove that text that says intentionally blank and simply leave the page itself and we'll deal a little later with our headers and footers. Now I want you to go through your entire document and just make sure that things are laying out beautifully to begin with. That.

When we're ready to add our headers and footers, page numbers especially, we'll start looking at the inside and outside margins to make sure that those are laying out correctly. So go ahead and scroll through, check everything throughout, make sure it's beginning to mesh with your expectations. Okay, next up, let's begin with our consideration of where we want our page numbers to lie. So, in this particular series, the author has chosen to have headers display, one page, the author name and the opposite page, the book title, and footers to contain the page numbers. Now, here is a special fancy trick, because we do not want headers or footers to appear on our frontmatter or our back matter for that matter, for that matter. Matter matters.

We're getting better again, aren't we? Okay, we're going to go ahead and open our hands area and just go through these opening sections. You'll want to verify if you've turned off the show hide feature. Go ahead and turn that back on. I want you to verify that at the end of each of your current elements you have, rather than a page break that you have employed instead, section break, next page breaks. So just scroll through again, you'll be able to tell that by seeing in that show hide feature so when this button is turned on, you'll be able to see whether you have next page or section break next page here.

And if you have page breaks, go ahead and replace those with section break. Next page breaks if you want to be able to do anything with your different headers perhaps on opening pages of your chapters, and then again on or even page distinctions to have for that To go ahead and replace any next page breaks you have with section break next page breaks. Alright, now we're ready to go ahead and add our headers and footers. I'm going to begin first with the footers, where the page numbers will go. And you'll recall from our lesson on headers and footers, the quickest way to get into that is to place your cursor in the bottom center of the page and double click, but you can also locate it from the Insert tab, header or footer or go straight to page number. Okay, so I have double clicked into my footer, and I am going to on that design tab that opens up only when you're in the headers and footers area.

I'm going to encourage you to go ahead and set a few elements here before we begin adding those page numbers. Okay, in the footer area, we are not going to have different first page breaks or And even page breaks but rather our page numbers will appear at the bottom of every page within our text but not the frontmatter of magnetar, and we'll get to that in just a moment. And probably your default came through with setting the header from the top and the bottom at half an inch. So I'm going to encourage you to set that down to three tenths of an inch so that your header text and footer page numbers can appear a nice distance away from the main body of your text without interfering with the read. Next thing I'm going to encourage you to do is use the Next button here in the navigation center rulebook toolbar and move ahead through your document to the other section breaks.

We're going to have the same thing on our title pages we do on our copyright page. So go ahead and turn off that different first page. If these are different number here, go ahead and set them to three tenths of an header from top and bottom. And go ahead and next ahead the dedication, we're going to use the exact same settings as we have our title page and copyright page. So unclick different first page, set both of these 2.3 tenths of an inch, and then move forward. Each section here different first page, we don't want, setting these to three tenths of an inch.

Now, once you click next and you arrive at your prologue or your chapter one, I want you to unclick the button that says link to previous because we're going to go back and make sure that there are no page numbers showing in those opening page matter. Okay, so the frontmatter we do not want our page numbers to display there. So we're going to unclick link to previous Okay, and we're going to now, because I like the formatting of having a drop chapter with no header and with a footer, having our page numbers We're going to since we're in the footer right now, we're going to unclick different first page because we do want those page numbers to show throughout but we're going to unclick link to previous. so be cautious if you change any of these selections that link to previous may light itself up again.

Now, just go through your document in each section coming up to make sure you've got your point three tenths of an inch distance from the header and footer. And that in your footer if you're applying your page numbers here that you've unclick different first page and odd and even pages because we'll have our page numbers display throughout. However, once you've reached your opening chapter page, you can keep the link to previous this will be beneficial to you. So far, so good. Fantastic. Go ahead and finish those footer setups throughout your document and then rejoin me here I'll set Now we're going to switch to header by clicking go to header.

And I'm going to have you move previous previous previous till you all the way back at your title page. In this case, we're going to want to make sure that in the opening, it doesn't matter if we have different first page or odd pages, but we'll next ahead until we get to that opening page of our first chapter. And now I want you to consider if you'd like to have your different first page and your different odd pages now is when you're going to turn those features on. And then from that opening chapter unclick link to previous because in those opening chapters, we're not going to use our headers or footers. Now go back through your document again using the Next button to each section. Make sure that your header from the top that these are still set to three tenths of an inch.

And that this time you've got your different first page and on an even pages clicked in each of these Subsequent sections. So you may arrive at the next chapter break and determine you need to re enable that different first page, just move forward through your document. double checking the numbers here in the distance for position, and the choices that you've made here so that they're the same throughout to the end of your book. Then, when you reach the back matter, you're going to want to unlink to previous in this section, and for each of the back matter items unlink to previous since we won't use our headers or footers in that area, either. All right. When you finish this in your document, rejoin me headed to the beginning of your book again, and we're going to add our page numbers in the footer.

All right, excellent. We're ready to begin adding our page numbers in the footer. You may notice in my example, on screen, it's already deposited of each number in that bottom center, but we're going to turn that off and simply start Start them numbering pages within our main document. All right, I'm going to abandon I'm going to zoom in a bit so that we can see more clearly what's going on. Here we go. All right, first thing we want to do on our design tab is head to page number if you don't have any numbers showing up yet in your area, and the nice easy choice is to head to bottom of the page if this is where you've decided your page numbers go.

But again, you can revisit the headers and footers lesson if you want to place them somewhere else. And I like the bottom center choice. So that's what I'm going to add. do notice that one of the automatic elements it adds is an empty line return after the page number itself. So I want you to drop down and delete that empty line number And then highlight the text itself and head to the home toolbar, and update the font choice of your page number to match the font choice that you've selected for the main body of your text, or perhaps for the chapter headers of your text so that there's some form of continuity and consistency there. And, depending on your personal preference, or the reader expectations in your genre, go ahead and set the size of your page number accordingly.

I like to set mine to be a bit smaller than the text itself of the main document, again, to help with readability so that the reader can easily distinguish what's the main body text and what are the headers and footers. So set that accordingly for yourself. Now, you'll note that we did not want to have page numbers in our opening section in our frontmatter. So what I'm going to go ahead and do is go forward until I get to the footer of the first page of my first year. Chapter and I'm just going to scroll up to verify here I am in my prologue. And down in there, I'm have got this unlink to previous section.

So now I will deposit my page number bottom center, I will get rid of that extra line, I'm going to format it to match my main body text, and I like setting it a little bit smaller there. And what I'm going to do back on that design tab is verify that my number is indeed set to one if yours came up with any other starting digit, you can fix that by heading back to the Design tab, page numbers, format page numbers and double check that your opening paragraph is set to start at one. Okay, and then click OK. Now we're going to go back through those previous sections and delete any page numbers that appear there. So I'm just going to highlight that and delete You can double check that it hasn't affected your main chapter settings by going next, and previous, just go through each of these and delete them if you have if they aren't all linked, alright, but because I left some of these linked to the earlier ones those choices Connect so now I've got my opening frontmatter with no page numbers and page numbers truly beginning at the beginning of chapter one.

Now you'll need to go through the document and go ahead and next. Now notice that if you have checked your boxes here for different first page, different odd and even pages, you will need to go ahead and add your page numbers in again in each of these odd and even page footers, and then make sure your formatting matches what you've selected and other spots. And once you get through adding those in in your first section I'm gonna double check my Here good, what you should find that did not update go back. Select Are you Georgia 10 you are Georgia. Next, that does not look like Georgia 10 to me. Here we go.

Now there we have it Georgia 10. Okay, now what you should find in subsequent sections of your book is that the page numbers automatically fill in because we have linked to previous sections in each of these cases. So that should be easy, but if not, just go ahead and check your linking or in each of those sections, add your page number, bottom center, we had it all along. Okay. Next, you can either close out of your footer and head to the header at the beginning of your chapter one, or you can from the toolbar, you can swap from footer to header here either way, we're now going to set up the distinguishing feature characteristics for our first page, as well as our odd and even pages. Okay, I highly recommend on your opening chapter pages include no header.

So when you've got this different first page, that's going to include no header, click ahead to your even page header. And I'm going to suggest that we're going to unlink this from previous. So we don't want this to show up in an even pages of our frontmatter. And now would be the spot where we might add in our author name, for example, top center of the page. So I'm going to head to the Home tab. I'm going to set my font to the same one that I've used before.

I'm going to choose full centering, and I'm going to add my author's name here. Big shout out to my good friend Devin for her terrific book. And I want to apply a little bit of formatting glitz and glam here by adding small caps to her author name in a smaller font than the major font of my text just to set that apart, then I'll head back to the Design tab. And now it's time to move ahead to set my odd page headers. And again, I'm going to unlink to previous so that I'm not affecting odd pages within my frontmatter. When it come to the Home tab, I'm going to grab that same font that I chose before and truly centered and here I'm going to add the title of the book and apply that same small caps formatting.

So I have consistency there. Awesome. Now you should be able to use the next feature to view the opening pages of your following chapter. And if you've got these properly set up and linked, they should match the selections you made in your opening chapter. So author on the even page headers and book title on the odd page headers. Go ahead and apply that throughout your document and Then meet me back here and we'll talk about intentionally blank pages between chapters.

Okay, this is a choice I would not make in the current book that we're using because of its total page count being above well above 450 pages right now. But if your book is less than 250 pages and possibly even less than 300 pages, you may consider this. In order to view it in a way that's most helpful. I'm going to encourage you to head to the View tab and click side to side here, and then use your page up or page down so that you're viewing your document in a way that your chapter, your opening chapter begins on the right hand page. All right, you can also take note that your back matter or your frontmatter material doesn't have pages header or footer, and that your opening page of the chapter does have its numbers but not nothing in the header. And then I want you to use that scroll bar or the people Down button to view through this full chapter and see how the chapter ends.

Scrolling two pages at a time so that your even numbered pages remain on the left, and your odd numbered pages remain on the right. Now if you're using if you're intending to set up your chapters to always begin on the right, keep scrolling to by to two pages at a time, until you find the first chapter where it doesn't begin on the right or more, it doesn't already begin on the right hand side. Here's an instance of this. Okay, so here we've ended this chapter on a right hand page. If I scroll ahead, Chapter Two is set up to begin on the left hand page right now. But if we want to use this formatting variation, what I'll encourage you to do is have your cursor right in front of the beginning of that opening of that page.

Come to the Layout tab, and add a breaks next page break and now In order to get your intentionally blank page, we'll have to do a little bit of work because you'll notice that it automatically placed a page number inside that break. So double click to add yourself right into that footer in the most efficient manner. We're going to unclick link to previous on this page number. Note that this is a first page footer that we're dealing with. So we're going to go ahead to the next first page footer here, page 17. In this example, we're going to unclick link to previous and then move back to our previous page.

And now we can delete this without worrying that it's going to affect the page numbers in the remainder of our document. Okay, you may want to pause and rewind this segment, as you go through your book, scrolling to pages ahead of time to find the next chapter that begins on an even page and it's Instead, go to the Layout tab, insert a page breaks section break, then click into your footer unlink to previous on that intentionally blank page, go ahead to the next first page footer unlink to previous and then go back to the intentionally blank and delete those page numbers. All right, enjoy and meet me back here when you've got that finished. Okay, now that you've added your intentionally blank pages throughout the document, double checked your headers and footers throughout the document, it is time to make one last full read through. So if you want to go to the very beginning of your document, the one thing I'll caution you here is that because Microsoft Word believes page one is page one rather than page zero, when you're using this particular view setting of side by side, you will need to scroll down one page before the flow of left to right will match what you have in your finish.

Printed book but don't worry about it because when you upload it to your pod print on demand publish or printer, those will all be taken care of. You may in addition at this point feel more confident and comfortable viewing it without the extra characters displayed on the page. So if you want to turn off that show hide feature Go right ahead, you'll want to make sure that you do have your title page followed immediately by your copyright page. That occasion if you're using one on the right hand side, followed by an intentionally blank page, and then the opening of your first chapter. Double check all your headers and footers as you scroll through two pages at a time. Make sure that you don't that you have indeed gotten rid of any extra lines that may have appeared after your page numbers when you inserted those and then just scroll through your chapters.

If you've chosen to have all your chapters begin on the right, go ahead and do make sure that you're double checking for your intentionally blank pages. And when you get to those as well check that they have neither header nor footer. When you get all the way to the back of your book, make sure you've added in any author notes pages that you have any acknowledgments pages, or about the author, text and your image, as well as other books by this author that you want to have displayed there. And finally, for this step, I want to show you how to prepare the PDF version of the document that your pod printers will most likely prefer. So we're going to go ahead and save the document if you haven't done that recently, so that you have no worries there if you want to update the title of that document, so you know that this is the finished formatting file.

Go right ahead. And then we're going to head to the File, Save as menu This is one option, you may consider saving it as PDF. And then you can update the file name here as well, this will be the PDF version that your printer wants, go ahead and save. But if you would want to have more control or if your first version of your file upload gets rejected, the stronger way to prepare this PDF is to use a PDF printer. So in that case, you'll want to head to the File Print menu. And from your printer selections, and from your printer selections, choose the drop down menu here and look for the printed PDF driver that you might have installed.

My favorite is the Adobe PDF but if you don't own Adobe software, you may instead choose to download something like foxit Phantom PDF printer for free. Or perhaps there's a Microsoft installed document printer that will allow you to save as PDF. I'm going to use the most common one though the Adobe PDF printer. So go ahead and select your PDF driver and then in the Printer Properties boxes some specifics that you'll want to check is on the paper quality tab. Double check whether you're printing your print book, interior in black and white or full color, and then click on the Advanced button here in the lower right. Make sure that you're selecting the paper size that matches the interior trim width and height of your book and click OK. Then down here in the true type font area, you're going to want to be sure and embed any fonts that you've used, that your printer might not automatically have.

So we're going to change this true type font from substitute with device font to download as soft font. And then just a little lower, open up that PostScript options piece and change true type font download from automatic to bitmap, so that we can embed those fonts so your printer will be able to access the same type biography that you have in your document. Next, head over if you're in the Adobe PDF, piece. And you want to change the default settings to your high quality print. And again, if there are any of these checkboxes that are encouraging use of non included fonts things like rely on system fonts, we want to uncheck those boxes so that we're truly embedding the fonts that are contained within our document. Then we click OK. And it's time to print.

So it's not going to print a physical file, but rather it's going to print a digital file. So our PDF printer dialog box will open up and you can choose to save it in the folder on your computer where you know you're going to have it submitted. So legend, Raven, print PDF, and I'm going to click OK. And save that document. And you'll notice in the bottom area here, you'll see a progress report as each Page scrolls to that document. Once it finishes, you want to open up and make sure that all of your same formatting choices have come through in that PDF. If you missed any of the elements of setting up your Printer Properties, perhaps changing the size on that disk, double check that you are getting the same trim size that you formatted for in your Word document.

And if you need to print to PDF a second time and you should be ready to upload your file to whatever pod platform you're using. Congratulations on both finishing your book and formatting your book beautifully. I look forward to your success. I would welcome your email at DMI at y OTB press com. When you're ready to show off your finished book. Congratulations.

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