Using sections to control page numbers, headers and footers

by VideoTutor · 8 comments

Ever needed to be able to change the page numbers in the middle of a Microsoft Word document (an appellate brief, for example)?  Like, switching from Roman numerals to Arabic numerals or just not having page numbers at all?

Don’t tear your hair out, my pretty.  Help is here!

The secret to doing this is found in the Word feature called Sections.  Sections will (among other things) allow you to have distinct headers and footers on different pages of the document.  So, using that appellate brief as an example, you can have no page numbers showing up on your cover page, those little lower-case Roman numerals (you know, i, iv, ix, etc.) on the pages with the table of authorities, etc., and start yet again with regular Arabic numbers (1, 2, 3, etc.) when the main part of the brief starts.

It’s exhausting to even think about, isn’t it?  But, as I say, it’s easy … when you know how.  And this is a trick that will serve you in good stead in other situations.  For instance, ever have one of those long agreements where everybody gets their own signature page because they’ve got to execute the agreement in subparts and send the pages back?  And of course, somebody (I won’t name any names) wants each signature page to have its own customized header.  Well, the next time you’re asked, “Can we do that?” you can answer confidently, “Yes, we can!”  (Where have I heard that phrase before?)

Okay, this is such a cool trick that the video gets divided into two parts: one for setting up the sections correctly, and one for setting up the footers and the page numbers.

Word 2002/2003 Tutorial:

(Note: to see this full-screen, click the button in the lower-right-hand corner of the video player.)

Word 2007/2010 Tutorial:

 

(Note: again, for full-screen viewing, click the button in the lower-right-hand corner of the video player.)

Whew!  Okay, that seems like a lot of steps, but there’s really only three:

  • Insert section breaks between the pages where the pagination style will change.  In the demonstration brief, there was one section break between the title page and the first page of the Tables of Contents/Authorities, and another section break between the Tables of Contents/Authorities section and the main body of the brief.
  • Break the link between the Section 1 footer and the Section 2 footers by toggling off the Same As Previous button/checkbox so you can insert distinct page numbers in each section.
  • Insert the appropriate style of page number in each distinct footer, remembering to not only format the style of the page number, but also to start page numbering again at “1″ (or “i”) at the beginning of each new section.

Now, I know this seems complicated, but I promise, once you get the hang of it, you’ll understand the logic behind the use of sections to control distinct headers/footers.  (And for those of you missing the “Supress Header/Footer” and “Header/Footer A/B” feature in WordPerfect, here’s your compensation: this allows you to have infinite sets of headers and footers in your document, not just two!)

Note: If Section numbers, etc., are not showing up in your Status Bar at the bottom of your screen in Word, click here for the tutorial on customizing the Status Bar.

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{ 5 comments… read them below or add one }

Rebekah December 1, 2011 at 8:29 pm

THANK YOU for sharing this wonderful tutorial. Now I just need to find out how to format TOC syles to display:
TOA………….. ii – vi
I Introduction…….1, etc.

Reply

Jennifer April 24, 2012 at 6:20 pm

Yes, I’m having the same issue. I’m using Word 2010. I set up the sections with combinations of both Roman and Arabic numerals, but the page references in the TOC still ALL display as Roman numerals — regardless of how they are formatted in the various sections — either Roman or Arabic. Very frustrating. Is this a known issue? I tried adding number format switches to the TOC page references, but they wouldn’t take — I got an error message. Is there a problem with the template? Everything else is working fine. I never had this problem in Word 2003 (never tested it in 2007, not that I can recall).

Reply

The Guru April 25, 2012 at 2:17 pm

@Rebekah & @Jennifer — I’m not able to replicate your problem exactly, nor do I see anything posted in answers.microsoft.com that indicates a bug.

I have noticed, however, that if I remove/reinsert a Section Break, that can get things messed up. Be sure that ALL of your section breaks are Next Page Section Breaks; if you have any Continuous Section Breaks, that may throw things off (not that this numbering scheme won’t work in that situation, but it just becomes more complicated).

Also, be sure that you don’t have Different First Page or Different Odd & Even Pages checked when you’re editing your footers.

If all else fails, contact me via the Ask the Guru page and let’s see what else can be done.

Reply

Jennifer April 26, 2012 at 8:39 am

Thanks so much. I’ll explore some of the options you mentioned. I’ve never encountered this issue before either, and the document was originated by another user, so maybe something “happened” along the way, before I got to it. Replacing the Section Breaks sounds promising. I’ll give that a whirl. Appreciate it.

Reply

Delmy May 12, 2012 at 8:07 pm

I was literally in tear trying to figure out how to do this. The only thing that I did not know how to do was breaking the link between sections. I should have looked on the web for help as this would have saved me an hour and lots of stress.

Thank you so much!

Reply

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