Tag Archives for " Headers "

1 Getting pleading paper numbering on all pages

Many of you practice in courts that require you to use a format called pleading paper. Those are you who are familiar with it are probably groaning right now. Those of you who don't probably will once you see this example:

Example of pleading paper format

Yeah. It's line numbers all the way down (like a court reporter's transcript). Plus, regardless of the format has 24, 25, 28 or 32 lines, the lines have to track exactly with the text. Pain. In. The. Rear.

But one student in my Create Your Own Pleading Paper course said her line numbers didn't appear on the second and subsequent pages. Puzzling, but I knew what was probably wrong. (Hint: it has to do with how headers/footers are set up.)

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7 Building reuseable Microsoft Word footers

One of my coworkers called me -- for, like, the umpteenth time  -- asking me to pull up document 389729 (not its real name) and "do that footer thing" (a.k.a. my famous footer trick, wherein I insert a three-column table into a document footer so the document number is on the left, the page number is in the middle, and maybe the date/time stamp for the latest draft is on the right).

My "footer thing" is getting to be really popular around the office, and I'll have to show it to you sometime. But there's a way around having to build new footers in documents repeatedly.

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Page Setup – Size, Orientation & Margins

Now that we've gotten to page formatting in this series, take a moment to pat yourself on the back a bit. After all, you've learned quite a bit so far — how to get around in Microsoft Word's Ribbon interface, how to open and navigate in existing documents, how to create and save new documents, and some basic character and paragraph formatting skills. That's a lot!

So for this lesson, we're going to pull back a little bit and talk about page formatting. When I say "page formatting," I mean what size/format paper you print on (US letter or legal size, A3 or A4, envelopes, etc.), what page margins you use, and what page orientation (portrait or landscape) your document has.

Let's get to it.

Page Setup on the Ribbon

In Microsoft Word, three of these basic items of page formatting are controlled in the Page Setup area of the Page Layout (or Layout, in some versions of Word) tab of the Ribbon.

Word 2010

Word 2013

Word 2016 Layout tab

Word 2016

Word 365 Page Layout tab

Word 365

We're going to work our way from right to left of the Page Setup area, starting with Size:

Page Size

First, let's decide the size of the page we'll be printing on.

In the U.S., the Normal template as delivered defaults to letter-size paper, so that when you open a new document, it's set to print on 8.5" x 11" paper. The most popular choices for your particular language version of Word will be shown at the top of this list, but you can scroll down to find the paper you need (including envelope forms). (The list of choices in Word 365 is shorter.) If none of those paper sizes are what you want, you can always click More Paper Sizes (or Custom Page Size in Word 365) at the bottom of the drop-down to access the full Page Setup menu.

Word 2010 (same in 2013 and 2016)

Word 365

If none of the predefined sizes there are right for you, you can always input custom measurements for the paper you're using (see above examples), then click OK when you're done.

Page Orientation

Next, let's decide which direction the text will print: Portrait or Landscape. If you're not familiar with those terms, the difference between them is illustrated in the Orientation drop-down:

Here, you've only got two choices. Pick one, and we'll move on to margins.


Like Page Size, the Normal template as delivered defaults to a particular margin setting, but you can change it in the Margins drop-down.

As before, you can pick one of the predefined settings by clicking on it, or you can click on Custom Margins to define your own.

Word 2010 (same in 2013 and 2016)

Word 365

As you can see above, you're taken back to the Page Setup dialog box, but this time you're on the Margins tab. You can either type the margin settings directly into the boxes for Top, Bottom, Left and Right, or you can use the up and down arrows on the right edges of the boxes to increment the setting up or down. Once those are set, click OK to close the dialog box.

The Layout tab

You may have noticed a tab called Layout in the dialog box above:

Word 2010 (same in 2013 and 2016)

In the upper part of this dialog box, you can set some preferences for your headers and footers (we'll get to those in a moment), but one feature I want to point out is that you can set the vertical alignment of the entire page - Top (the default, meaning your text starts at the top margin), Center, Bottom, and Justified.

There is no equivalent of the Layout tab in Word 365.

Let's Review

Here's what we've covered in this tutorial:

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    Defining the paper size/type — Letter, Legal, Envelope, etc.
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    Deciding on the page orientation — Portrait or Landscape
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    Setting the page margins
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    Setting vertical page alignment

The next tutorial in this series will cover ...

Creating and formatting headers and footers, including how to insert page numbers and how to set up headers/footers that start on page 2 (as in a letter). Click this one "Mark as Completed", then click "Next Unit" so we can get started!

4 Reader Question: Incrementing numbers in headers

I received an interesting email from a reader last week, and it was a variation on a theme I'd covered on this blog quite a while back: how to use autonumbering for court exhibits.

I say "variation" because, unlike my original post, this reader wanted to embed the automatic exhibit number in a footer rather than in the main document:

I am able to enter sequential exhibit numbers on the main parts of each page of my document by inserting the AutoNum category in Field codes. Is there a way to do the same in a footer/header?

If you've never actually tried to use certain field codes like AutoNum in a header or footer, you've probably never found out (the hard way) that not all of field codes work in the header/footer. Certain field codes will throw an error if you try to use them in headers and footers:

So, if you can't use the automatically incrementing AutoNum field, what can you use?

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When just the page number won’t do

A friend of mine is working on an 11th Circuit Court of Appeals (U.S.) brief, and she's run up on an interesting problem, one not already addressed in my post about sections in appellate briefs.

One of the requirements is that the Certificate of Interested Persons section should have page footers like this:

So, the number immediately after the "C-" is the current page number, and the number on the right-hand side is the total number of pages that section has.

Now, if you're not familiar with how to put sections into a brief to control pagination, then I'm going to refer you here for the complete video tutorial. (My friend's already seen this one, so she's got this down pat.)

The part she's having trouble with, though, is inserting the "C-1", "of" and the last number. So here's how to do that:

Word 2010

Word 2013-2016

This content is part of a course

What you've learned here is just a small part of my Brief Builder's Workshop course, where you can learn all sorts of skills for building better briefs, such as creating a Table of Authorities and configuring a Table of Contents (two ways). Click here for more information.

50 Using sections to control page numbers, headers and footers

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.

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