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Writer's pictureZoe Davis

September 9/20 Tech Tips

This week's tech tip will be about how to create or run a macro in Word.


What is a Word Macro?

A Word macro automatically performs a task in Microsoft Word. Macros can be used to automate repetitive tasks, such as saving documents, adding images, or finding and replacing text. You can insert a new icon on your Word Quick Access Toolbar that when selected inserts your command; like a table. Or you can create keyboard shortcut that inserts your command like letterhead. Below are the steps on how to create one and some examples of what it is used for.


How to Set up a Macro

To set up your macro in Word follow the steps below:

  1. Select the View tab, then click Macros > Record Macro.

  2. In the Record Macro dialog box, enter a macro name and description. Follow these rules for the name:

    • Macro names must begin with a letter and use either letters or numerals. You cannot use spaces, non-alphanumeric characters, or periods.

    • Macro names cannot conflict with the program’s reserved commands such as Print, Save, Copy, Paste.

  3. Click Button and the Word Options/Customize Quick Access Toolbar screen opens. Select macro, click Add. Click Modify, choose an icon, then click OK.

  4. Alternatively click Keyboard (instead of button) and create a keyboard shortcut.

  5. When finished, click OK again to exit.

  6. Enter the keystrokes you want the macro to record

  7. When finished, select the View tab again, then click Stop Recording

See video below for more information:


Below are some examples of macros you can create.


Letterhead

To create a macro for letterhead follow steps 1-6. Once you are in the record phase follow the steps below:

  1. Go to Insert < Pictures

  2. Select the image with your companies logo and click Insert

  3. In Layout Options dialog, select one of the text wrapping options, close dialog.

  4. Enter the company name, choose the font and size desired.

  5. Enter the address information.

  6. Click Insert > Text from the main menu, click Date and Time. Choose a date format, check Update Automatically, then OK.

  7. When finished, select the View tab again, then click Stop Recording

**To adjust where text are select the enter button to move up or down and paragraph group to move text to the right, left, center*

Now, anytime you need letterhead, just click that icon macro button on the Quick Access Toolbar or perform the keystroke.


Create a Pre-Designed Table

If you use a specific table configuration a lot you can create a macro to go along with it. Complete steps 1-6 above.

  1. Insert, click Table

  2. Fill out any parts of the table to be completed

  3. When finished, select the View tab again, then click Stop Recording

**The video above covers this as well*


Add a Horizontal Line

If you use a specific table configuration a lot you can create a macro to go along with it. Complete steps 1-6 above.

  1. Home, click Boarders (paragraphs section)

  2. Click Horizontal Lines

  3. When finished, select the View tab again, then click Stop Recording


For more information please see the video below:




I hope you have found these tech tips helpful! Please feel free to share these tips out or contact us with questions or comments.


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