Practising Law

Top 25 Microsoft Word Tips and Shortcuts for Lawyers

Best Microsoft Word tips and time-savers for lawyers and other professionals

Jason Feng

Overview

As a projects lawyer, I’ve spent a ridiculous amount of time using Microsoft Word. In case it helps any other lawyers or professionals that work with legal documents and want to save a bunch of hours, here are my fave functions and shortcuts (beyond the basics like copy + paste and undo – I’ll add those at the end just in case).

I’ve set out these tips and shortcuts according to my most frequent uses of them in my work with contracts, but I think they can be applied to Microsoft Word work in any practice area.

My personal most-used functions are shaded green.

Reviewing / reading contracts

 

No.

Function

How-to
(Windows)

How-to
(Mac)

1.       

Split
view to see different parts of the contract at the same time

Click on the “View” tab and choose either the “New Window” or “Split” option
(depending on your personal preference).

Click on the “View” tab, click “Arrange” then choose either “New Window” or “Split”
option (depending on your personal preference).

2.       

Jump
back-and-forth between automatic cross-references

Use “Alt + left key” after you’ve clicked the cross-reference.

“Alt + right key” if you want to go back to the clicked cross-reference.

Use “Command + [“ after you’ve clicked the cross-reference.

“Command + ]” if you want to go back to the clicked cross-reference.

3.       

Side-by-side scrolling for different
documents

Click on the “View” tab, choose
“View Side by Side”, select your other document and then click “Synchronous Scrolling”.

Click on the “Window” tab,
select “Arrange”, then select “Tile Vertically” or “Tile Horizontally”.

4.       

Insert comment bubble

Ctrl + Alt + M

Command + Option+ A

Drafting / amending contracts

 

No.

Function

How-to
(Windows)

How-to (Mac)

5.       

Toggle between
capitalisations (e.g. “contract”, “Contract”, “CONTRACT”)

Shift + F3

Shift + F3

6.       

Move cursor to
most recent edit

Shift + F5

NB: You can also use this when
you open a document to go to the last edit before it was closed.

Shift + Command + Z

NB: You can also use this when
you open a document to go to the last edit before it was closed.

7.       

Correct the autocorrect (no more “ACN” -> “CAN”
or (c) -> ©)

“File” -> “Options” -> “Proofing” -> “Autocorrect Options”

Edit the Autocorrect list with your own preferences

“Word” -> “Preferences” ->
“Autocorrect”

Edit the Autocorrect list with
your own preferences

8.       

Highlight

Ctrl + Alt + H

Control + Option + H

9.       

Find and replace text

Ctrl + H

Control + H

10.       

Update all automatic x-refs

Select all (“Ctrl + A”) then press “F9”

NB: You can then search “error” and “clause 0” to check for any broken cross references.

Select all (“Command + A”) then press “F9”

NB: You can then search “error” and “clause 0” to check for any
broken cross references.

 

Proofreading / formatting contracts

 

No.

Function

How-to
(Windows)

How-to (Mac)

11.       

See the formatting icons (e.g. page break, double spaces etc.)

Ctrl + Shift + 8

Command + 8

12.       

Copy formatting from another document (or part of the same document)

“Ctrl + Shift + C” to copy the style

“Ctrl + Shift + V” to paste the style

“Command + Shift + C” to copy the style

“Command + Shift + V” to paste the style

13.       

Different paste options

Right click when choosing to paste content.

There are options to:

·        keep source formatting;

·        merge formatting;

·        paste as picture; and

·        paste the text only (unformatted paste).

Command + Control + V

Select the paste option you’d like to use

14.     
 

Clear all formatting

Select text then “Ctrl + Space”

Select text then “Control + Space”

15.     
 

Turn tracking on / off

Ctrl + Shift + E

Command + Shift + E

16.     
 

Increase / decrease font size

“Ctrl + ]” or “Ctrl + [“

Command +Shift + Right angle bracket (>)

Command + Shift + Left angle bracket (<)

17.       

Create a page break

Ctrl + Enter

Command + Return

18.     
 

Keep certain parts of text on the same page (e.g. headings not
split from the body text)

Select the text you’d like to keep together

Right click and select “paragraph”

Click the “line and page breaks” tab

Select the “keep lines together” box

Select the text you’d like to keep together

On the top menu, select “Format”

Click “Paragraph”

Under the “Pagination” section, select “keep lines together”

19.     
 

Read aloud

Select the text you’re reviewing

Right click and choose the “read aloud” option

Select the text you’re reviewing

On the top menu, select “Edit” -> “Speech” -> Start Speaking”

20.   

Autoformat

Ctrl + Alt + K

NB: It’s worth giving this a go for
simpler documents, but probably not ideal for larger / complex documents.

Command + Option + K

Other useful tips

 

No.

Function

How-to (Windows)

How-to (Mac)

21.       

Screenshot snip

Windows + Shift + S

Shift + Command + 5

22.     
 

See changes between versions
of documents (compare)

“Review” -> “Compare”
-> “Compare two version”

Select the two document you
would like to compare.

 Tools -> Track Changes -> Compare Documents

23.     
 

Remove metadata (identifying information e.g. author, editing
times, date created)

“File” -> “Info” -> “Check for Issues” -> “Inspect Document”

Click “Document Properties and Personal Information”

Click “Inspect”

Click “Remove All” next to “Document Properties and Personal
Information”

“File” -> “Properties” -> “Show Properties”

Click “Check Document” or “Inspect Document”

In the “Document Inspector” dialog box, select “Document
Properties and Personal Information”

Click “Inspect”

To remove the identified properties and information, follow the
provided instructions in the report.

24.       

Quick parts (for commonly used text, short emails
etc)

Select text you’d like to save as a “Quick Part”

Click “Insert” -> “Quick Parts” -> “Autotext” -> “Save
selection to Autotext gallery”

“Insert” -> “Quick Parts” -> “Autotext” to use the saved text

Select text you’d like to save as a “Quick Part”

Click “Insert” -> “Text” -> “Save selection to Quick Part
Gallery” and follow the prompts

“Insert” -> “Text” -> “Quick Parts” to use the saved text

25.       

Create shortcuts

“File” -> “Options” -> “Customise Ribbon”

Click the “Customise” button next to “Keyboard shortcuts”

Follow the prompts to create your own.

NB: a handy one is “Alt + C” to
insert automatic cross references

“Tools” -> “Customise Keyboard”

In the Categories list, select a tab name

In the Commands list, select the command you want to assign a
keyboard shortcut to

“Press new keyboard shortcut” -> “Add”

 

Bonus – Just in case, here are the basic shortcuts

 

No.

Function

How-to (Windows)

How-to (Mac)

1.     

Copy

Ctrl + C

Command  + C or F3

2.     
 

Cut

Ctrl + X

Command + X or F2

3.     
 

Paste

Ctrl + V

Command + V or F4

4.       

Bold

Ctrl + B

Command + B

5.       

Italics

Ctrl + I

Command + I

6.       

Underline

Ctrl + U

Command + U

7.       

Undo

Ctrl + Z

Command + Z or F1

8.       

Redo

Ctrl + Y

Command + Y

9.       

Open document

Ctrl + O

Command + O

10.   

New document

Ctrl + N

Command + N

11.   

Save document

Ctrl + S

Command + S

12.   

Select all

Ctrl + A

Command + A

13.   

Find

Ctrl + F

Command + I

14.   

Print

Ctrl + P

Command + P

Final thoughts 

Hopefully, you’ve found these tips helpful. They’ve saved me a bunch of time in my own work with contracts and I’m sure they’ll save you time too. Please let me know if any of the functions don’t work for you (especially the Mac ones!)

Looking for some help with training early career lawyers?

 

For the past 3 years, I’ve been writing practical how-to guides for junior lawyers and providing training for law firms both large and small. If you’d like to work with me to tailor a training program for your organisation’s learning and development needs, please send me an email at jason.feng@live.com.au.

Finally, if you’re a junior lawyer looking for practical career advice – feel free to browse the other how-to guides on this website and / or sign up for the free newsletter to stay updated.