Word Best Practices

Many working professionals use Microsoft Word on a regular basis. It comes second nature to type documents, however, some of the best practices for productivity are sometimes overlooked. View PDF Version of the Quick Guide.

Best Practice #1- Save and Save Often

Keyboard Shortcut = hold CTRL and S at the same time

Set your Word Software to save automatically, in case you forget to manually save:

  1. Click File
  2. Click Options. A new window will appear.save1
  3. Click Save.save2
  4. Under Save documents. Check mark Save AutoRecover information every ____ minutes. And use the drop down menu to pick a few minutes. IS Recommends 5.
  5. Check mark Keep the last autosaved version if I close without savingsave3
  6. Click OK

Best Practice #2- Save Version Reiterations

You’ll have early “draft” versions you can refer back to if necessary. A good file name includes the title, date, and version number so you can easily see when you created a document and the current version:

  • title_date1_v1
  • title_date2_v2
  • title_date3_v3

Best Practice #3 Save in Multiple Locations

If your computer breaks or gets lost, you have backups of your work

  • Hard Drive (AKA computer)
  • Flash Drive (AKA thumb drive, USB drive)
  • Drop Box or Google Drive

Best Practice #4 Use Templates

Like how a document looks? Save it for reuse as a template (see topic on Creating Templates).

Best Practice #5 Use Track Changes

Keep track of your edits until a final version is needed (see topic on Collaborating with Word).

You may also be interested in viewing Word Keyboard Shortcuts for tricks.