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Enhance Your Reports with Footnotes and Linked Text Boxes

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Posted on 05/28/2014

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Linked Text BoxesLinked_TextBoxes_Gradient

Do you work with text boxes in Microsoft® Word?

Do you take advantage of all the features they have to offer?  

Did you know Windward tags and normal text now support linked text boxes?

Problem

I have much more text than space allowed in my text box. I have dynamic Windward tags in a text box that will produce varying size results in my output.

How can I create a way to gracefully handle overflowing text in a text box?

Solution

Version 13 now lets you work with linked text boxes that contain normal text as well as Windward tags to gracefully handle dynamic output.

One particular feature, heavily requested on our feature suggestion site, has been the ability to integrate the Microsoft Word feature of linking multiple text boxes together. Windward has added the ability to use this feature with Windward tags and normal text.

Linked text boxes allow you to create multiple text boxes and then specify where overflow text should appear when it nears the end of a text box. Microsoft has a nice article on the basic functionality.

How it Works

The process for creating linked text boxes is a simple three-step one:

  1. Set up your text boxes.
  2. Link your text boxes.
  3. Run your report.

Example

I’ve created a basic example that contains two text boxes, which I fondly refer to as the Atlantic text box and the Pacific text box, on separate pages in a Microsoft Word document. The Atlantic text box is positioned on page one of our document and the Pacific text box is positioned on page two. I then created a link between the Atlantic and Pacific text boxes, creating my own Panama Canal to funnel the text.

Check out the detailed, basic example to see how this works.

Panama Canal Crop

 

Footnotes and Endnotesfootnote


Do you utilize footnotes or end notes in Microsoft Word?

Do you take advantage of all the features they have to offer?  

Did you know Windward lets you work with footnotes and end notes natively in Microsoft Word?

Problem

I have sections of my documents that need additional clarification or citation and need a way to provide these details in another section of the same page. I also want to use Windward tags to update the text in these clarifications and citations dynamically.

How can I create clarifications and citations of sections of my document while utilizing Windward tags?

Solution

Version 13 now lets you work with footnotes and end notes natively in Microsoft Word. Footnotes and end notes allow you to mark a section of your document with a number or symbol and then provide a clarification or citation in the footer with preceded by the same number or symbol. This includes plain text as well as the use of Windward tags to update footnotes and end notes dynamically.

If you are a writer, lawyer, scientist, human resources professional or just someone who composes complex documents that at times need clarification or citation, Windward has built a feature just for you.

Footnotes and end notes have long been a feature of Microsoft Word and are often times referred to interchangeably. I bet you didn’t know that there was a difference between the two.

Footnotes typically appear at the end of each page, while end notes appear at the end of the document or section. Both footnotes and end notes are made up of two parts that link them: the note reference and the corresponding text to which that reference refers. Microsoft has a great article explaining the basics of using footnotes and end notes.

Example

A basic example containing how both a footnote and end note works as follows.

Footnotes

footnoteinsertYou insert a footnote by placing your cursor at a point in your document where you want the footnote reference mark to appear. In the Microsoft Word Ribbon bar navigate to the References tab and select Insert Footnote. The reference mark now appears in your text and at the bottom of the page the same reference mark appears. Start adding your text or Windward dynamic tags for the footnote in this area. To return to the previous point in your document, just double-click on the footnote mark.

End Notes

endnoteinsertYou insert an end note by placing your cursor at a point in your document where you want the end note reference mark to appear. In the Microsoft Word Ribbon bar navigate to the References tab and select Insert Endnote. The reference mark now appears in your text and at the end of the section or document the same reference mark appears. Start adding your text or Windward dynamic tags for the end note in this area. To return to the previous point in your document, just double-click on the end note mark.

See exactly how this works by visiting the step-by-step footnotes/end notes example page in our documentation wiki.

Learn More about Version 13

To find out about more amazing features included in version 13 before its release subscribe to the Windward Beta Program and my blog on upcoming version 13 features.

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Author: Ryan Fligg

Ryan, Windward's Sales Engineer, has been with Windward since 2006 in many roles as a sales engineer, IT specialist and account executive. Ryan's background fuels his desire to guide Windward's product development. He now works on the future vision of Windward offerings through creating the product roadmap, responding to customer requests, and communicating what Windward is doing and where it’s headed.

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