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Tracking Changes in Word 2003

 

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Adding comments to documents is invaluable when reviewers need to annotate and query text, but you need another set of features when you want reviewers to conduct line-by-line edits to help smooth a document's text and layout.

When you turn on the Track Changes feature, Word records the deletions, insertions, and formatting changes made by each reviewer who modifies the document. By default, Word displays each reviewer's changes in a different color so that you can easily identify the sources of changes within your document.


Display for review options:

  • Final Showing Markup shows deleted text in the balloons and displays inserted text and formatting changes in line.
  • Final shows how the document would appear if you accepted all changes.
  • Original Showing Markup shows the inserted text and formatting changes in balloons and shows deleted text in line with strikethrough lines.
  • Original shows the original, unchanged document so that you can see how the document would look if you rejected all the changes.
 
 

Word does not track the following:

  • AutoCaptions
  • Background colors
  • Embedded fonts
  • Resized figures and objects
  • Routing information
  • Some custom options, such as custom toolbar buttons
  • Some types of mail merge information, such as whether a file is a main document or a data file

Tracking Changes While You Edit

Choose Tools | Track Changes.
Press Ctrl+Shift+E.
On the Reviewing toolbar, click the Track Changes button.
Double-click TRK on the status bar.

After Track Changes is turned on, make editorial changes, including inserting, deleting, moving, and reformatting. Word tracks your changes, regardless of whether your view reflects the tracked changes as marked-up text. A Change Line, which appears on the lleft of the document, shows where changes have been made in the document.

Change the review options and the Show options to customise which markups are shown as you edit the document, or to show none of the markups

Limit User to Track Changes Only

Tools | Protect Document | ‘Tracked Changes’

If you forget the password, copy and paste into a new document and all the markup will transfer over to the new document (2002 onwards)


Configuring User names for Tracked Changes

Tools | Options | User Information – the user types their name in the name box, and initials in the initials box

Change these settings back if you are using someone elses machine and then the settings will only effect the document you are working on.

Configuring Tracked Changes colours

On the Reviewing toolbar click Show | Options…
or Tools | Options | Track Changes

The default option for colours is By Author – which guarantees that each author’s comments will be represented in a different colour – although not necessarily the same colour on different machines.  The alternative is to show one colour for all comments.

To see which colours have been associated with which users, click on Show | Reviewers

Changing the Style of Balloon Tracked Changes

  1. Open the Styles and Formatting Task Pane
  2. From the Show drop down list, choose Custom
  3. Select Balloon text – from the styles to be visible list
  4. From the list of styles, choose to modify the Balloon text style
  5. Configure the style
  6. Click on Automatically update – to update the balloons and text in the Reviewing Pane

This does not change the style of the text you type into the balloon! To change this style modify the Comment Text style – follow the procedure above.

Show/ Hide Balloons
Show | Options | ‘Use balloons…’
The comment appears as a screen tip when the mouse pointer is placed over the comment insertion point.
When the balloons are not used the Reviewing Pane automatically opens when inserting a comment.

You can show hide the line connecting the balloon to text in Show | Options as well.

Changing the size and position of balloons
 Show | Options

Percentage option for sizing – is a percentage of the document width. Balloons to do affect the final document width or compromise the text area.

Changing the Appearance of Tracked Insertions and Formatting Changes
Show | Options

Change the Position and Appearance of the Changed Line
Show | Options


Reviewing Tracked Changes One at a Time

Three settings to make:
Display for Review – one of the Mark up options – Original or Final
Specify which changes you want to review – Show  | Insertions or Formatting
Specify the users you want to show – Show | Reviewers 

Use the next and previous buttons on the reviewing toolbar to navigate through your changes. To accept or reject a change use the appropriate button on the reviewing toolbar or right-click on the change.

You can undo accept and reject

If you're working with a formatted list, Word allows you only to accept formatting changes made to the bullets or numbers; you cannot reject these changes. However, you can accept or reject changes made in the list's text. If you want to reject formatting changes made to your list, you'll need to accept the change and then reformat the list so that it is displayed in its original formatting.

Accepting and Rejecting All Tracked Changes at Once
At times, you might want to accept or reject all changes in a document. For example, maybe you've gone through the document with a fine-toothed comb, reading and changing the document in Final view. When you're satisfied with the document, you want to simply accept all changes instead of resolving each change one by one. You can do so by executing a single command.
Accept/Reject All Changes Shown/In Document on Reviewing Toolbar
Figure 33-14. You can accept or reject all changes or displayed changes by using the Accept Change and Reject Change/Delete Comment drop-down menus, which are accessible from the Reviewing toolbar.
Accept or reject changes in selected text
Between resolving tracked changes one by one and accepting and rejecting all changes in one fell swoop lies the realm of accepting and rejecting edits contained in selected text. In other words, you can resolve editing issues on a piecemeal basis. To do so, select text—for example, you might want to select a paragraph or two that you've reviewed—and then click Accept Change or Reject Change/Delete Comment on the reviewing toolbar to accept or reject the tracked changes contained in the selected text.

Printing Tracked Changes

Display your document how you want it printed with appropriate markup showing, then:

Set the orientation-
Show | Options | Paper Orientation
Auto – Word works out the best orientation for you
Preserve – keeps the orientation of the document as it is
Force landscape – forces landscape orientation

Print settings-
Reviewing toolbar Show | (make sure only comments are showing)
File | Print | Print What | Document Showing Markup  (margins are changed to accommodate balloons)

List of markup in Print What is a separate list of markup elements.

Web Pages
When you save a document as a web page the comments and other markup are retained, but all in the same colour.

 
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