Overview
As a projects lawyer, I’ve spent a ridiculous amount of time using Microsoft Word. In case it helps any other lawyers or professionals that work with legal documents and want to save a bunch of hours, here are my fave functions and shortcuts (beyond the basics like copy + paste and undo – I’ll add those at the end just in case).
I’ve set out these tips and shortcuts according to my most frequent uses of them in my work with contracts, but I think they can be applied to Microsoft Word work in any practice area.
My personal most-used functions are shaded green.
Reviewing / reading contracts
No. |
Function |
How-to |
How-to |
1. |
Split |
Click on the “View” tab and choose either the “New Window” or “Split” option |
Click on the “View” tab, click “Arrange” then choose either “New Window” or “Split” |
2. |
Jump |
Use “Alt + left key” after you’ve clicked the cross-reference. “Alt + right key” if you want to go back to the clicked cross-reference. |
Use “Command + [“ after you’ve clicked the cross-reference. “Command + ]” if you want to go back to the clicked cross-reference. |
3. |
Side-by-side scrolling for different |
Click on the “View” tab, choose |
Click on the “Window” tab, |
4. |
Insert comment bubble |
Ctrl + Alt + M |
Command + Option+ A |
Drafting / amending contracts
No. |
Function |
How-to |
How-to (Mac) |
5. |
Toggle between |
Shift + F3 |
Shift + F3 |
6. |
Move cursor to |
Shift + F5 NB: You can also use this when |
Shift + Command + Z NB: You can also use this when |
7. |
Correct the autocorrect (no more “ACN” -> “CAN” |
“File” -> “Options” -> “Proofing” -> “Autocorrect Options” Edit the Autocorrect list with your own preferences |
“Word” -> “Preferences” -> Edit the Autocorrect list with |
8. |
Highlight |
Ctrl + Alt + H |
Control + Option + H |
9. |
Find and replace text |
Ctrl + H |
Control + H |
10. |
Update all automatic x-refs |
Select all (“Ctrl + A”) then press “F9” NB: You can then search “error” and “clause 0” to check for any broken cross references. |
Select all (“Command + A”) then press “F9” NB: You can then search “error” and “clause 0” to check for any
|
Proofreading / formatting contracts
No. |
Function |
How-to |
How-to (Mac) |
11. |
See the formatting icons (e.g. page break, double spaces etc.) |
Ctrl + Shift + 8 |
Command + 8 |
12. |
Copy formatting from another document (or part of the same document) |
“Ctrl + Shift + C” to copy the style “Ctrl + Shift + V” to paste the style |
“Command + Shift + C” to copy the style “Command + Shift + V” to paste the style |
13. |
Different paste options |
Right click when choosing to paste content. There are options to: · keep source formatting; · merge formatting; · paste as picture; and · paste the text only (unformatted paste). |
Command + Control + V Select the paste option you’d like to use |
14. |
Clear all formatting |
Select text then “Ctrl + Space” |
Select text then “Control + Space” |
15. |
Turn tracking on / off |
Ctrl + Shift + E |
Command + Shift + E |
16. |
Increase / decrease font size |
“Ctrl + ]” or “Ctrl + [“ |
Command +Shift + Right angle bracket (>) Command + Shift + Left angle bracket (<) |
17. |
Create a page break |
Ctrl + Enter |
Command + Return |
18. |
Keep certain parts of text on the same page (e.g. headings not |
Select the text you’d like to keep together Right click and select “paragraph” Click the “line and page breaks” tab Select the “keep lines together” box |
Select the text you’d like to keep together On the top menu, select “Format” Click “Paragraph” Under the “Pagination” section, select “keep lines together” |
19. |
Read aloud |
Select the text you’re reviewing Right click and choose the “read aloud” option |
Select the text you’re reviewing On the top menu, select “Edit” -> “Speech” -> Start Speaking” |
20. |
Autoformat |
Ctrl + Alt + K NB: It’s worth giving this a go for |
Command + Option + K |
Other useful tips
No. |
Function |
How-to (Windows) |
How-to (Mac) |
21. |
Screenshot snip |
Windows + Shift + S |
Shift + Command + 5 |
22. |
See changes between versions |
“Review” -> “Compare” Select the two document you |
Tools -> Track Changes -> Compare Documents |
23. |
Remove metadata (identifying information e.g. author, editing |
“File” -> “Info” -> “Check for Issues” -> “Inspect Document” Click “Document Properties and Personal Information” Click “Inspect” Click “Remove All” next to “Document Properties and Personal |
“File” -> “Properties” -> “Show Properties” Click “Check Document” or “Inspect Document” In the “Document Inspector” dialog box, select “Document Click “Inspect” To remove the identified properties and information, follow the |
24. |
Quick parts (for commonly used text, short emails |
Select text you’d like to save as a “Quick Part” Click “Insert” -> “Quick Parts” -> “Autotext” -> “Save “Insert” -> “Quick Parts” -> “Autotext” to use the saved text |
Select text you’d like to save as a “Quick Part” Click “Insert” -> “Text” -> “Save selection to Quick Part “Insert” -> “Text” -> “Quick Parts” to use the saved text |
25. |
Create shortcuts |
“File” -> “Options” -> “Customise Ribbon” Click the “Customise” button next to “Keyboard shortcuts” Follow the prompts to create your own. NB: a handy one is “Alt + C” to |
“Tools” -> “Customise Keyboard” In the Categories list, select a tab name In the Commands list, select the command you want to assign a “Press new keyboard shortcut” -> “Add” |
Bonus – Just in case, here are the basic shortcuts
No. |
Function |
How-to (Windows) |
How-to (Mac) |
1. |
Copy |
Ctrl + C |
Command + C or F3 |
2. |
Cut |
Ctrl + X |
Command + X or F2 |
3. |
Paste |
Ctrl + V |
Command + V or F4 |
4. |
Bold |
Ctrl + B |
Command + B |
5. |
Italics |
Ctrl + I |
Command + I |
6. |
Underline |
Ctrl + U |
Command + U |
7. |
Undo |
Ctrl + Z |
Command + Z or F1 |
8. |
Redo |
Ctrl + Y |
Command + Y |
9. |
Open document |
Ctrl + O |
Command + O |
10. |
New document |
Ctrl + N |
Command + N |
11. |
Save document |
Ctrl + S |
Command + S |
12. |
Select all |
Ctrl + A |
Command + A |
13. |
Find |
Ctrl + F |
Command + I |
14. |
|
Ctrl + P |
Command + P |
Final thoughts
Hopefully, you’ve found these tips helpful. They’ve saved me a bunch of time in my own work with contracts and I’m sure they’ll save you time too. Please let me know if any of the functions don’t work for you (especially the Mac ones!)
Looking for some help with training early career lawyers?
For the past 3 years, I’ve been writing practical how-to guides for junior lawyers and providing training for law firms both large and small. If you’d like to work with me to tailor a training program for your organisation’s learning and development needs, please send me an email at jason.feng@live.com.au.
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