Creating A Manual In Word

  


An index gives readers a way to find important words easily in our document, but creating an index by hand is very tedious and time consuming. Thankfully you can automatically create an index table in Word.

Image by Ifijay

The common approach to create an index table in Word is to manually mark each word that we wish to index, but the other alternative is to use a concordance document to automatically index our master document, which is what we will cover in today’s article.


Whichever boring and insipid creating a manual usually is, whether you are a developer/manufacturer or an end-user, you simply cannot do without one. Perspective of poking a finger in the sky in order to figure out how to employ the product as well as leaving your arduous piece of work without a det. A walkthrough screencast showing the steps required to create a manual in Microsoft Word 2010. This is discussed in this article and ever more – there is one more new blog post – click below to read the best step-by-step guide on creating an SOP and download an SOP template. In this article, you’ll find some golden nuggets on creating a procedure manual that rocks: best tips & tricks and a list of helpful tools. Note: If you use a Manual Table of Contents style, Word won't use your headings to create a table of contents and won't be able to update it automatically. Instead, Word will use placeholder text to create the look of a table of contents so you can manually type each entry into the table of contents. If you need a user instruction manual template – download an example or find PDF & Word templates for StepShot Guides above. Make sure you keep user guides easy to follow & understand and include all necessary info. Thanks for being here! May your experience in creating a user instruction manual be pleasant and productive! Select an option: Select Blank document to create a document from scratch. Select one of the templates. Select Take a Tour for Word tips. Place the cursor where you want, and type some text. The status bar at the bottom of the document shows the Page and number of words.

Generating the Index

Let’s start by creating a two column table in our concordance file. Write the words that you would like to be marked for indexing in the left column. Write the text that you would like to use in the master document’s index table in the right column.

Manual

Close the concordance file and open your master document’s reference tab to index our master document.

Click on the “AutoMark” button and choose the concordance document when Word prompts you to specify the AutoMark file.

With Word on your PC, Mac, or mobile device, you can: Create documents from scratch, or a template. Add text, images, art, and videos. Research a topic and find credible sources. Access your documents from a computer, tablet, or phone with OneDrive. Share your documents, and work with others. Track and review changes.

Right after you click the OK button you will see that Word creates some index entry fields in our document.

We can hide these fields by clicking the “Show/Hide Paragraph” button in the home tab.

Go to the end of the master document and click the “Insert Index” button one more time and click the OK button this time to create the index.

That’s all we have on how to create an index table with a concordance file. Let’s take a closer look on how we can customize the index style.

Creating Cross References in the Index

Word allows us to create different type of index. Here we have an index with sub-entry that is particularly useful when we want to group a set of closely related concepts in our document.

The trick of creating a sub-entry is by separating the text in the right column of our concordance document table with a colon (:). Word will treat any words that come after the colon as a sub-entry in the index.

Another useful type of index is a cross reference index that usually comes in the form of “See also …”

Unfortunately we can’t create cross references in our index table using a concordance file, so we have to manually edit the index field by adding “t” after the indexed word followed by the cross referenced word.

Maintaining the Index

One of the challenges with maintaining an index in Word is that Word does not give us a button or menu that we can simply click to clear the index fields if we decide to redo our concordance file.

We have to use a Visual Basic script to clear the index fields in our document. Most of you must be thinking “Visual Basic Script, I am not a programmer ! What is that ?”. Don’t worry it’s not as bad as it sounds. Just copy and paste this simple script written by the awesome guys at TechRepublic into Word’s Visual Basic editor and run it to clean your master document’s index fields.

Sub DeleteIndexEntries()
Dim doc As Document
Dim fld As Field
Set doc = ActiveDocument
For Each fld In doc.Fields
fld.Select
If fld.Type = wdFieldIndexEntry Then
fld.Delete
End If
Next
Set fld = Nothing
Set doc = Nothing
End Sub

Open the Visual Basic editor by pressing Alt+F11 and place this script into the editor. Execute the script by clicking the “run button” to clean the master document’s index fields.

Your master document should no longer have any index fields. We can now re-index the master document and recreate the index table using the “Insert Index” menu.

Applying Different Index Table Formats

Yes index is definitely useful for your reader, but most probably some of you are thinking, “Why does the index table look so boring. Can I change the way it looks to make it more appealing ?”. The answer is yes, index table does not have to look plain.

We can adjust the index table’s style by selecting the one of the available format to adjust the look and feel of the index table.

Here is an example on how the Classic index format looks like.

We can even apply our own style to the index table by choosing the “From Template” and clicking the “Modify” button.

Choose one of the available index styles and click the “Modify” button to make our own style.

We can adjust the index table’s font style.

Gives the index table some borders, or numbering;

… to give the index table a specific look and feel.

That’s all we have for creating index table with Microsoft Word. Got any more great tips for document construction? Share your expertise in the comments.

READ NEXT
  • › How to Use Text Editing Gestures on Your iPhone and iPad
  • › Windows 10’s BitLocker Encryption No Longer Trusts Your SSD
  • › How to Disable or Enable Tap to Click on a PC’s Touchpad
  • › How HTTP/3 and QUIC Will Speed Up Your Web Browsing
  • › Motherboards Explained: What Are ATX, MicroATX, and Mini-ITX?
Provide information about operation.

Creating A Manual In Word 2013

This section is the main portion of the user manual and should provide concrete, detailed information on how to use the device. Begin with basic preparation for using the device, such as plugging it in or washing your hands. Move on to logical, numbered steps that describe how the device should be used, as well as feedback (for instance, “You’ll hear a click...”) the user can expect when using the device appropriately.

Creating A Manual In Microsoft Word

  • At the end of this section, users should be referred to the troubleshooting section in order to solve problems that can’t be quickly explained.
  • Include graphics where necessary. Some steps are best explained with images as well as words. Think about using photographs or illustrations in your user manual.
  • In this section, as in every section, be sure to include relevant safety warnings about improper use or operation. For instance, you might warn users of a chainsaw not to drink alcohol or use the chainsaw while on certain medications.
  • If you think users would benefit, consider including links to online videos that demonstrate proper use and operation of the device. You could include these videos either at the beginning of this section, or (in the case of videos that illustrate only one step) at the end of each step.