Small businesses can easily add a professional look to Word documents by placing information, such as page numbers, author and title, in the document’s header or footer. It’s a real time saver, too. Once you set up a header or footer, the content appears on every page of your document automatically. Plus, Word updates the content, which saves you the effort of doing it manually.
Page numbers are the most popular information to include in headers and footers, but I’ll show you other uses for them and a few tips and tricks for creating them.
Microsoft Word Header and Footer Basics
Add a header or footer to any document by clicking Insert > Header. Microsoft Word comes with built-in headers, and you can create your own. To use a built-in header, select one from the list, such as Titles, and then type the document title and year where indicated.
These built-in headers use content controls, which makes it easy to use another header if you want. Simply choose a different header and the old header will be removed and the new header will appear in its place. Any content — like the title — that you typed into the old header will appear in the new one automatically. This gives you more flexibility and means you don’t have to type in everything all over again if you change your mind.
Figure 1: Word offers a number of stylish headers in Word that are easily interchangeable.
Make Your Own Header
Clicking on Insert > Header > Edit Header takes you to the header area where you can design your own header. You can also toggle between the header and footer by clicking Go to Footer and Go to Header. To return to the document, either double-click in the body of the document or click Close Header and Footer. Here are some ideas for custom header effects.
Make Your Own Page Tabs
You can make it easy for someone to stay oriented as they flip through a document by creating tabs with the section names that run down the right-side of the page. Even though these tabs reside on the right of the page, you still created them as headers.
To make a page tab, choose Insert > Header > Edit Header, and then choose Insert > Shapes. Now select the rounded-edge rectangle. Drag the shape down the top-right edge of the page. Right-click the shape, and choose Add Text and type the section topic.
Rotate the text by taking these steps: click inside the shape and choose Drawing Tools > Format tab > Text Direction. Click to rotate the text to the desired position. Format the shape and the text as desired using the Drawing Tools > Format tab options and the text options on the Home tab.
Figure 2: To create page tabs, add a shape to the header and then rotate the text.
To add tabs for each section of the document, return to the document and go to the beginning of the next section. If you don’t have the document divided into sections, you’ll need to do so now. Place the cursor where the new section should begin and choose Page Layout > Breaks > Next Page. Then choose Insert > Header > Edit Header, and you will see that the new section has the same header as the first. To unlink these, disable the Link to Previous option on the Ribbon.
Now create a tab for this section of the document using the steps outlined above. For example you may want to change the tab color and its contents and position it in a different place on the page. When you are done, return to the document and continue to add Section breaks where needed, and create separate headers with the tabs for each section.
Figure 3: If you create multiple sections in a document, you can have different headers in each section.