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Basic Concepts - Introduction

Understanding styles

Tips for understanding styles in Microsoft Word

How to apply a style

How to modify a style

How styles in Word cascade

Why does Word sometimes override bold and italics when I apply a paragraph style, but sometimes it does not?

Why I don't use Custom Table Styles

Keep a figure on the same page as its caption

Is your image slipping? How to get your images to stand still

Create a glossary

How the Styles and Formatting Pane works

Why does text change format when I copy it into another document?

How Paste Options works

Letters are missing in my watermark when I print

How to tell Word to use Australian English or other non-US form of English

Control bullets

Create numbered headings

Number headings and figures in Appendixes

Why use Word's built-in heading styles?

Create a table of contents

How Document Map works

Relationship between documents and templates

Attaching a template to a document

How to copy a chart from Excel into a Word document

Insert an Excel chart or worksheet into a landscape page

How to create a hyperlink from a Word document to an Excel workbook

What happens when I send my document to someone else?

How does Track Changes work?

How to use the Reviewing Toolbar in Microsoft Word 2002 and Word 2003

Control how a Word document opens from the internet or an intranet

CompleteWordCount

How to get Word to automatically fill the Edit > Find and Edit > Replace boxes with the selected text

Office 2007 information

Trivia

Contents of this site

Getting help, asking questions

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Word

Quick Reference

Quick Reference

There are four steps to tracking changes:

1. Tell Word to track changes double-clicking TRK in the status bar.

2. Tell Word to display Tracked Changes from the Reviewing toolbar. Choose Final Showing Markup or Original Showing Markup.

3. Tell Word how to display Tracked Changes at Tools > Options > Track Changes.

4. Tell Word to accept or reject the changes

How does Track Changes in Microsoft Word work?

Contents of this page

What is track changes, and why would I want to use it?

How to turn track changes on and off

How to display tracked changes

How to hide (but not delete) track changes

How to remove tracked changes

Printing tracked changes

Working with more than one author or reviewer: How to see who did what

Security issues with tracking changes

How to copy text containing tracking changes

Other issues with track changes

What is track changes, and why would I want to use it?

Q: What is Track Changes?

Track Changes is a way for Microsoft Word to keep track of the changes you make to a document. You can then choose to accept or reject those changes.

Let's say Bill creates a document and emails it to his colleague, Lee, for feedback. Lee can edit the document with Track Changes on. When Lee sends the document back to Bill, Bill can see what changes Lee had made.

Track Changes is also known as redline, or redlining. This is because some industries traditionally draw a vertical red line in the margin to show that some text has changed.

Q: What do I need to know to use Track Changes?

To use Track Changes, you need to know that there are three entirely separate things that might be going on at any one time:

Just to make the point:

How to turn track changes on and off

Q: How do I tell Word to track the changes I make to my document?

To turn on Track Changes (that is, to tell Word to track each change you make in your document), do one of the following:

Q: How can I tell if Word is tracking changes in my document?

Look at the TRK text in the Status Bar at the bottom of the screen. If it's black, Word is tracking changes. If it's dimmed, Word is not tracking changes.

But... turning Track Changes on or off doesn't affect whether you can see the tracked changes.  So read on...

How to display the tracked changes

Q: I want to see the tracked changes in my document. How do I turn on the display of tracked changes?

There are several ways to do this, depending on what you need:

Q: How do I control how Word displays tracked changes?

Tools > Options. Click the Track Changes tab. Here you choose how to display tracked changes when you are displaying tracked changes.

To learn more about how Word displays tracked changes, see How to use the Reviewing Toolbar in Microsoft Word 2002 and Word 2003.

[Just to recap: Turn on the display of tracked changes by choosing Final with Markup or Original with Markup. Having turned on the display, tell Word how to display the tracked changes using Tools > Options > Tracked Changes.]

How to hide (but not delete) track changes

Tip

Tip: Don't accidentally distribute documents containing tracked changes!

In Word 2002 and 2003, Tools > Options. On the Security tab, make sure you have ticked two important boxes.

  • Tick the "Warn before printing, saving or sending a file that contains tracked changes or comments" box.
  • Tick the "Make hidden markup visible when opening or saving" box.

Turning these off is akin to removing the battery from the smoke alarm in your house.

Q: I want to hide the tracked changes in my document. How do I turn off the display of tracked changes?

There are several ways to do this, depending on what you need:

But... if you turn off the display of tracked changes, it doesn't mean they're not there. The tracked changes are just hidden. Anyone could open your document and choose to view your tracked changes. To remove the tracked changes from your document, read on...

How to remove tracked changes

Q: How do I delete tracked changes from my document?

To delelete a tracked change, either accept it or reject it.

Q: How do I accept or reject one tracked change?

Q: How do I accept or reject all tracked changes in the document in one step?

How to reinstate the functionality from Word 97 and Word 2000 in Word 2002 or Word 2003

Printing tracked changes

Q: How do I print out my document showing the tracked changes?

Word 2002 and 2003: File > Print. In the "Print What" box, choose Document showing Markup.

Word 2002 and before: Tools > Track Changes > Highlight Changes. Tick Highlight Changes in Printed Document.

Q: How do I print out my document without showing the tracked changes?

Word 2002 and 2003: File > Print. In the "Print What" box, choose Document.

Word 2002 and before: Tools > Track Changes > Highlight Changes. Un-tick Highlight Changes in Printed Document

Q: How do I print a list of the tracked changes in my document?

Word 2002 and 2003: File > Print. In the "Print What" box, choose List of Markup.

That functionality is not available in earlier versions of Word. But in earlier versions, you can print just the comments. File > Print. In the "Print What" box, choose Comments.

Working with more than one author or reviewer: Who did what?

TipTip: Terminology trap!

Once upon a time, Microsoft invented "Track Changes". "Authors" put "changes" into their documents.

More recently, "Reviewers" make "revisions" to their documents. And "revisions" are one kind of "markup".

Bug So, in Word 2002 and 2003, you display the work of a "Reviewer", but you may do so by choosing the colour "By Author".

Q: How do I see which changes were made by which author (also known as a reviewer)?

If several authors have reviewed the document while Track Changes was on, then you can identify the author (or reviewer) in several ways:

Q: How do I display each author's changes in a different colour?

Tools > Options. Click the Track Changes tab. In any of the Color boxes, choose "By Author".

Q: How does Word choose which colour to allocate to which author?

You can choose to display tracked changed in any of 16 colours. But if you want Word to display different reviewers' revisions in different colours (that is, if you choose to display using the "By Author" color), then Word only provides 8 colours with which to distinguish authors.

In theory, Word allocates colours to reviewers in the following order: red, blue, green, violet, dark red, teal, dark yellow and grey. For the 9th and subsequent reviewers of a document, Word cycles through the colours again. But in practice, as reviewers come and go (as their revisions are accepted or rejected), the allocation of colours to reviewers ends up, in effect, random.

You can test this out by changing the user's name at Tools > Options > User Information, turning on tracked changes and making some changes to your document.

Q: Can I allocate a specific colour to each author?

No. Word allocates colours to authors (who are also called reviewers).

Q: If Fred's revisions are shown in red on my machine, will they also be red on someone else's machine?

Maybe, maybe not. Don't rely on any one author's revisions being displayed in a particular colour from day to day, or from machine to machine. Word likes to be creative, and you can't control its creative urges!

Q: Where does Word get the author's name from?

Word attributes a tracked change to the name of the author specified at Tools > Options > User Information.

Q: How do I display only the changes (or revisions) made by one author (or reviewer)?

In Word 2002 or 2003, on the Reviewing toolbar, Show > Reviewers, and tick or un-tick names to choose the reviewer whose changes you want to see.

There is no equivalent functionality in earlier versions of Word.

Security issues with tracking changes

Q: I've heard that using track changes is a security threat. Is that right?

Well... yes and no. Electricity is powerful, and dangerous. Just don't go sticking your finger in the power outlet. Using Track Changes is powerful, and dangerous. Just don't email or publish documents containing tracked changes you wouldn't want the world to see.

Unfortunately lots of people have made this mistake. Don't be like one of these people.

A reasonably balanced overview of security issues and track changes by Donna Payne was published by law.com in August 2006.

Q: How can I tell if there are Tracked Changes in my document?

Q: How can I make sure that Word always displays tracked changes when I open a document.

In Word 2003, Tools > Options > Security. Tick "Make hidden markup visible when opening or saving."

This functionality isn't available in earlier versions of Word.

Q: Can Word warn me before I email a document containing tracked changes?

In Word 2003 and Word 2002, Tools > Options > Security. Tick "Warn before printing, saving or sending a file that contains tracked changes or comments".

This functionality isn't available in earlier versions of Word.

Q: I want to send my document outside the company. I want to leave tracked changes in the document, but I don't want anyone to see who made the tracked changes or when they were made. How do I do that?

Before Word 2003, you can't. The author (or reviewer) information and the date information are permanently attached to the revision when the revision was tracked. You can't change them, even in macro code.

In Word 2003, Tools > Options > Security. Tick the box "Remove personal information from file properties on save." In spite of the name, this does more than just remove information in the file properties. If this box is ticked, Word removes the name of the author of a tracked change, and it removes the date and time that the change was made when you save your document. But it leaves the tracked change itself. All tracked changes and comments will be now attributed to an anonymous "Author".

Q: How can I be absolutely sure that there is no tracked changes information left in my document?

One way to do this is to use Microsoft's Remove Hidden Tool. You can download the Office 2003/XP Add-in: Remove Hidden Data tool. However, be aware of the Known issues with the Remove Hidden Data tool.

What other kinds of information might be saved in my document?

Your documents might contain various kinds of hidden information that could compromise your security. Microsoft uses the term "metadata" (that is, data about the data) to refer to this kind of information. Here are links to information about how to minimize metadata in your documents:

Word 97: Microsoft knowledge base article 223790

Word 2000: Microsoft knowledge base article 237361 

Word 2002: Microsoft knowledge base article 290945

Word 2003: Microsoft knowledge base article 825576

How to copy text containing tracked changes

Q: How do I copy text to another document without copying the track changes?

In the donor document, turn on Track Changes (ensure that TRK on the status bar is dark).

In the recipient document, turn off Track Changes (ensure that TRK on the status bar is dimmed).

Now copy and paste.

Q: How do I copy text to another document with the tracked changes?

In the donor document, turn off Track Changes (ensure that TRK on the status bar is dimmed).

In the recipient document, turn off Track Changes (ensure that TRK on the status bar is dimmed).

Now copy and paste.

However, Clare discovered that if you have a table containing tracked changes, and you select only the table, then the tracked changes won't copy into the new document.

The workaround is to select a paragraph before or after the table as well as the table itself. Make sure Track Changes is turned off, and then copy. Now, the tracked changes will copy along with the text.

Other issues with track changes

Q: When I use Tracked Changes the numbering of my captions gets mixed up. Caption numbering seems to skip some numbers. How do I stop that?

If track changes is on, and you delete a figure caption, Word marks the caption for deletion. It waits for you to accept or reject that change before it really deletes the text from your document. So while track changes is on, the numbering appears to be wrong. When you think about it, Word is doing exactly what you would want. When you accept or reject all the changes, do ctrl-a then press F9. That will update all fields in the document and the caption numbers will be fixed.



Thanks to Microsoft Office MVP Beth Melton for reminding me about some of the security features of Word 2003.