Format text quickly
Use the toolbar to apply formatting:
Bold, italic, underline
Font family and font size
Text color and highlight
Alignment (left/center/right/justify)
Line spacing
Bulleted and numbered lists
Tip: You can apply formatting first, then start typing, or select text and format it after.
Create custom styles
Styles help you keep documents consistent and make them easier to scan. You can create custom styles so your work always stays top level.
Format a piece of text the way you want (font, size, spacing, etc.).
Select that formatted text.
Go to Font dropdown menu → New style from selection (Placed underneath all the existing writing styles)
Give the style a clear name (for example, “Client Heading” or “Callout”).
Apply it anywhere else in the document.
Work with tables
Insert a table
Go to Insert → Table.
Choose the number of rows and columns.
Change table and cell formatting (including cell background)
Select the cells you want to change
Click inside one of the selected cells.
Go to Select → Cell
Right-click on the cell
Open the Advanced table settings.
Use Borders & Background to set:
Cell borders
Cell background / shading
Track changes (reviewing suggestions)
Track changes lets you review edits before they are final. When track changes is enabled, additions and deletions appear as marked-up changes.
Tip: To undo an action, click anywhere in the document and press Ctrl+Z.
Turn on Track changes
Open the Collaboration tab.
Select Track changes.
Review changes
Use the review controls to step through changes and decide what to keep:
Next / Previous to move between changes
Accept to keep a change
Reject to remove a change
Accept current change or accept all
From the Accept dropdown you can:
Accept current change
Accept all changes
Headers, footers, and page numbers
Add a header or footer
Go to Insert → Edit header or footer.
Click the header/footer area to edit.
Add text, logos, or fields (date, author).
Add page numbers
While in the header/footer area, choose Insert → Page Number.
Choose position (top/bottom) and alignment (left/center/right).
For “Page X of Y”, go to Edit Header/Footer (Depending on where the page number is), after the page number type “of”. Then go to Edit header or footer again and press Insert page number.
Create a Table of Contents (TOC)
Prepare your document
Use heading styles (Heading 1, Heading 2, Heading 3) for the sections you want in the TOC.
Insert the TOC
Place the cursor where you want the TOC.
Go to References → Table of Contents.
Choose the levels to include and insert.
Update the TOC after edits
Right-click the TOC and select Update field or Update table of contents.
Page breaks and section breaks
Insert a page/section break
Place the cursor where you want a new page.
Go to Insert → Break (Drop down menu).
Choose what type of break is needed.
Change page orientation for a single page (portrait ↔ landscape)
Insert a Section Break before and after the page you want to change.
Place the cursor in the section you want to change.
Go to Layout → Orientation and choose Landscape (or Portrait to revert).
Tip: Use two section breaks so only the middle section changes orientation.
Advanced settings and interface options
Where to find: File → Advanced Settings (Bottom left).
Common options:
Font rendering options
Adding custom shortcuts
Hyperlinks, bookmarks, and navigation
Insert or edit a hyperlink
Select the text or object.
Right-click and choose References → Hyperlink (or Ctrl+K).
Enter the URL or email address.
To remove a link, right-click and choose Remove link.
Create bookmarks
Select the place in the document you want to mark.
Go to References → Bookmark and give it a short name.
Protect a document
Go to Protection (or File → Protect Document).
Create a password and set the access level.
Tip: Keep an unprotected master copy; protect only the published version.
Download or export
To download a document:
Go to File → Download as.
Choose a format.
Need help?
For help with other features, see the articles in Using Novis. If you still have questions, contact [email protected].