Tips for Managing Large Microsoft Word Documents

melissa • April 21, 2017 • No Comments

If you have not had the pleasure of managing a document hundreds of pages long, I’m quite happy for you! However, this doesn’t mean you won’t have to at some point.  You may end up with a monster document, whether it be for work report, writing a novel for fun, or writing your VCDX design.  Monster documents, are nothing to fear, I promise.  I’m here to give you some tips and tricks I’ve picked up along the way dealing with them, specifically using Microsoft Word.

Start Strong

If you know you’re going to be working on a huge document, make sure you get off to a strong start.  This means a couple of things.  First, write yourself an outline, in whatever medium you like.  I usually brainstorm with a paper outline, then write my working outline in Microsoft Word, and turn on Track Changes.  This way, I can see how my outline has progressed.

The second important aspect to starting strong is taking advantage of Styles in Microsoft Word.  If you’re using a template, hopefully you have some styles set up for you already in it.  Take a few minutes to review them, and get an understanding of what they are used for.  If you aren’t using a template, styles are super easy to create and customize.  Make sure to give them a descriptive name, so you know what each style is for as you write.

styles in microsoft word office 365 managing documents

Click home, then Styles Pane on the right to see the Styles in your document.  Creating a new style is as easy as clicking New Style, giving it a name, and setting its attributes.

Whenever you write some sort of text, use a style!  Create styles for bullets, tables, lists, you name it!  If it is in your document, it should have a style!

If you’re doing a lot of copying, make sure you are pasting as either unformatted text, or using the tool which will remove formatting after pasting circled below.  After you have the content in your document, then use a style to format it properly.

microsoft word paste unformatted text remove formatting

Break It Down

Managing everything in one huge Word document is just a terrible idea.  I learned this lesson the hard way.    Break your large document into more manageable chapters.  For example, when I was writing my VCDX document, I had one document for the Conceptual Model, another for Logical/Physical Network Design, Logical/Physical Compute design, etc.  Breaking things into smaller documents will make things load faster, scroll better, and all around make your life happier during your Word work.  It is also easier if you plan on sending out portions of the document for different people.

Another good example of this trick is when I was running RFPs as an SE.  I would give anyone contributing a master copy of the RFP request, and a formatted copy of the material relevant to them.  I would also send out a pdf  master copy periodically, so they couldn’t edit that one by mistake.  This made stitching the final response together much easier.

Leave Enough Time for Editing

There will come a time where you need to stitch these documents into one, and it is important to leave yourself time to do this.  With practice, it will be a quick process.  The first couple of times you do it, it may however take a couple times.  I like to use a dual monitor approach, and pick one screen for editing, while I use the other screen for any source material.  I also use this opportunity to review the material once again.

Create Good Habits

After some time, working with Word documents will become a habit.  When you’re getting started, you should start building your good habits.  Save! Save! Save!  Save early, save often.  Have I mentioned you should save your work?  Every time you make a significant change, save.  When you switch to edit another document, save before you move around.  Let’s face it, Word crashes, and AutoSave doesn’t always recover everything you just did.  You don’t want to lose all of your beautiful work, do you?

Hopefully I’ve given you some ideas on how you can make editing large documents easier for yourself.   It seems daunting at first, but I can tell you from experience it gets easier with practice.  Soon, all of the tips I mentioned will be second nature, and you’ll be a documentation pro.

Categories Microsoft productivity