Formatting Do's and Dont's

Modified on Thu, 16 Oct at 4:25 PM

Formatting Do's and Dont's

This is 2 of 3 articles from the Schedule Formatting article series.

Formatting your schedules involves but are not limited to:

Creating a schedule from scratch
Copying and pasting from an insurer schedule
Formatting a schedule originally from your legacy system

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Formatting Dont's

Formatting Do's

Page Breaks

Left or Right Tab Stops

Hide Table Borders

Formatting Dont's

Do NOT press 'Tab' multiple times on your keyboard to align text, unless you’re using it with Left or Right Tabs stops.
Do NOT press ‘Tab’ multiple times on your keyboard to create a new text line. Instead press ‘Enter’ on your keyboard to create a new text line.

Formatting Do's

Use Page Breaks to ensure that pages end and start with the correct information.
Use the Left or Right Tab stops to lock the text alignment.
When possible, insert text into a table – once the text is in a table, you can hide the borders so that they do not print.

To view the following videos in a larger format, please expand the controls and select the Full Screen button.

Page Breaks

Click the Details button to view step by step instructions.

1. Place your cursor in the section of the document where you wish the page to end.
2. Select Insert, then Page Break.

You can view where Page Breaks are in your document by selecting Home, then the paragraph mark symbol (¶).

Page breaks will look like this:

Left or Right Tab Stops

Click the Details button to view step by step instructions.

1. Add the Ruler to your word document by selecting View and Ruler.
2. Have the schedule text available in Word – ie: Paste the insurer schedule in, view the migrated schedule text, etc.
3. Highlight the text you wish to format.
4. Click the top left corner of the ruler until you get the symbol for a Left or Right Tab Stop.
5. Place the Left or Right Tab stop on the section of the ruler that you wish to align the text to.
6. Begin to align your text using ‘Tab’, ‘Backspace’ or ‘Delete’ on your keyboard – once the text is in line with the Left or Right Tab stop, the text’s format will be locked this way.
7. Continue to do this with the rest of the document.
8. Save your work and Exit the Word application.

Hide Table Borders

Click the Details button to view step by step instructions.

1. Select anywhere within the table, this will open the Table Tools section.

2. Highlight the area of the table where you wish to hide the borders.

3. Select Table Design, Borders and No Border.

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