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How to apply a style using the keyboard in Microsoft Word 2007
How to reinstate the Styles combo box in Word 2007
Why I don't use Custom Table Styles
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Keep a figure on the same page as its caption
Is your image slipping? How to get your images to stand still
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How the Styles and Formatting Pane works
Why does text change format when I copy it into another document?
Letters are missing in my watermark when I print
How to tell Word to use Australian English or other non-US form of English
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Number headings and figures in Appendixes
Why use Word's built-in heading styles?
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Attaching a template to a document
Word and Excel
How to copy a chart from Excel into a Word document
Insert an Excel chart or worksheet into a landscape page
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How to use the Reviewing Toolbar in Microsoft Word 2002 and Word 2003
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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
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
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
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.
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:
To turn on Track Changes (that is, to tell Word to track each change you make in your document), do one of the following:
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...
There are several ways to do this, depending on what you need:
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.]
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.
Turning these off is akin to removing the battery from the smoke alarm in your house.
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...
To delelete a tracked change, either accept it or reject it.
Tip: Turn on track changes before making any big changes to your document
If you're about to make a really big change to your document, turn on track changes and then make the change.
If you don't like the result of your change, you will be able to reject the changes easily.
For example, AppScout suggests turning on track changes before a global search and replace of HTML tags.
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.
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
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.
Tip:
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".
So, in Word 2002 and 2003, you display the work of a "Reviewer", but
you may do so by choosing the colour "By Author".
If several authors have reviewed the document while Track Changes was on, then you can identify the author (or reviewer) in several ways:
Tools > Options. Click the Track Changes tab. In any of the Color boxes, choose "By 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.
No. Word allocates colours to authors (who are also called reviewers).
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!
Word attributes a tracked change to the name of the author specified at Tools > Options > User Information.
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.
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.
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.
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.
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".
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.
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
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.
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.
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.
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