Posts Tagged ‘track changes’

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Word: Sometimes a List of Tables/Figures just won’t update

March 28, 2012

I’ve had several documents recently where the List of Tables and/or List of Figures just won’t update to list all tables/figures in the document.

The captions are all applied correctly, and I’ve tried the various methods for updating the fields. I’ve even reinserted the List of Tables/Figures — all to no avail. Some tables/figures just don’t show in the lists.

I’ve suspected it was to do with track changes being on in the document, even though none of the captions or the paragraphs surrounding them were the subject of tracked changes. And I also suspected that something was happening with the field updating that can get messed up when track changes are on (see http://cybertext.wordpress.com/2009/10/16/word-macro-to-fix-track-changescross-references-issues/ for how to fix that).

To confirm my suspicions, I copied a document that wouldn’t behave and put it into a testing area (so I wouldn’t mess up the original). I then accepted all track changes in the document and updated the List of Tables. It worked! All the tables that should have been listed originally were now listed correctly.

The problem is that the authors need to keep on track changes so that the regulators can see what’s changed in these docs, so they have three choices:

  • Accept all track changes (NOT an option for these docs)
  • Ignore the pesky List of Tables and hope that the reader doesn’t notice ;-)
  • Ignore the pesky List of Tables and make a note to the regulators that it will update correctly once all track changes are dealt with.

[Links last checked March 2012]

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Word: Jump to next Track Change with keyboard

June 2, 2010

If you use Word’s Track Changes, you’re probably familiar with the Review tab (Word 2007) or the Reviewing toolbar (Word 2003), and the buttons to skip to the next change to review it.

Word 2007: Changes group on the Review tab, showing Next and Previous buttons

Word 2003: Next (and Previous) buttons on the Reviewing toolbar

The problem is, sometimes you need to make other edits in between accepting or rejecting changes, or need to add further comments. Moving your mouse back up to that Next button becomes tedious very quickly.

What you need is a keyboard shortcut for skipping to the next change. There isn’t one set by default in Word, so you need to create your own.

Here’s how…

Word 2007

  1. Click the small drop-down arrow at the very right of your Quick Access Toolbar (QAT).
  2. Select More Commands.
  3. Click the Customize button.
  4. On the Customize Keyboard window, select the Review Tab from the Categories list (1 in the screen shot below), then select NextChangeOrComment from the Commands list (2).
  5. Put your cursor in the Press new shortcut key field, then press the key combination you want to use for this action (3). (In the example above, I pressed Alt and c — you can press whatever key combination you think you will remember easily. Just make sure that it’s not currently assigned to another action by checking the Currently assigned to information below the Current keys box).
  6. Click Assign (4), then click Close (5).

You’re now ready to use this keyboard shortcut for skipping to the next Track Change in your document.

Word 2003

  1. Go to Tools > Customize on the menu.
  2. Select the Commands tab.
  3. Click the Keyboard button (bottom of the dialog box).
  4. Select All Commands from the Categories list (1 in the screen shot below).
  5. Select NextChangeOrComment from the Commands list (2).
  6. Put your cursor in the Press new shortcut key field, then press the key combination you want to use for this action (3). (In the example above, I pressed Alt and c — you can press whatever key combination you think you will remember easily. Just make sure that it’s not currently assigned to another action by checking the Currently assigned to information below the Current keys box).
  7. Click Assign (4), then click Close (5).

You’re now ready to use this keyboard shortcut for skipping to the next Track Change in your document.

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Acrobat: View Word’s Track Changes in PDF

May 21, 2010

You can create a PDF of a Word document that has Track Changes showing — or not.

Sometimes, reviewers need to see the changes made. For example, you might be working in an organization where revised documents have to go to a third party for interim approval before the final revision is submitted. In such cases, the third party (e.g. a government regulatory body) may want to see the changes made to the document based on their previously submitted comments and queries.

To show Track Changes in the PDF, you change a setting in your Word document, NOT in Acrobat. The instructions below describe changing the setting in Word 2007/2010; Word 2003 works similarly.

  1. Go to the Review tab on the Word 2007 Ribbon.
  2. Go to the Tracking group.
  3. Select an option from the Final Showing Markup list –  select Final Showing Markup to show the Track Changes in the PDF;  select Final to NOT show the Track Changes.
  4. Optional: To decide which Track Changes to show, check or uncheck options from the Show Markup list (directly below the Final Showing Markup list). For example, you might want to hide Formatting changes and Comments and just show Insertions and Deletions.
  5. Create the PDF as usual.

Here’s how the PDF looks with Final Showing Markup selected:

And the same text with Final selected:


See also:

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Word: Macro to fix Track Changes/Cross References issues and accept all field changes

October 16, 2009

The problem

When all Track Changes have not been accepted, you may not be able to insert a cross-reference to a table or figure caption correctly. Either you see multiple instances of the caption listed in the Cross Reference dialog box, OR you don’t see the caption at all, OR you see an incorrect table/figure number for the caption (e.g. you see Table 5.1 instead of Table 1.1).

This is a known issue with Word since at least Word 2000 (see the list of resources at the end of this post).

The issue

You’d think that accepting all changes would be sufficient. And it is. But accepting all changes is not appropriate where you have a document that MUST keep Track Changes on, such as one that has to go through a regulatory compliance process through all its revisions. I have been working on these types of documents. In Word 2003, it was never really an issue – double-upped cross-references were an annoyance more than anything, and we never noticed any that were missing. But as soon as my client started using Word 2007, we came across serious issues with existing table and figure captions not being listed in the Cross Reference dialog.

A little testing showed that it was related to Track Changes being on and the acceptance of all changes in the document. Armed with that knowledge, I headed off to trusty Google to try to find a solution — a solution that allowed cross-reference and caption fields (and lists of tables and figures) to be updated without affecting other parts of the document.

Solution

Macropod (clever name!), a Microsoft Word MVP, had posted a macro that solved the problem (http://www.pcreview.co.uk/forums/thread-31716892.php). It worked great, but it dropped me into the footer and into Draft view at the end of the document when it was finished. So I posted my request to the Microsoft Word Programming Discussion Group, and the ever-helpful Macropod tweaked his/her original macro to get me what I wanted, which was to return to where I was when I ran the the macro.

Here’s Macropod’s revised macro:

Sub AcceptTrackedFields()
Dim oRng As Range ' All Range objects - includes ranges in the body, Headers , Footers & Shapes
Dim Fld As Field ' Field Object
Dim oView As Variant ' The original document view
Dim SelRng As Range ' The original selection
' Turn Off Screen Updating
Application.ScreenUpdating = False
With ActiveDocument
oView = ActiveWindow.View.Type
Set SelRng = Selection.Range
' Loop through all range objects and accept tracked changes on fields
For Each oRng In .StoryRanges
Do
For Each Fld In oRng.Fields
Fld.Select
Selection.Range.Revisions.AcceptAll
Next
Set oRng = oRng.NextStoryRange
Loop Until oRng Is Nothing
Next
End With
With ActiveWindow
If .View.SplitSpecial = wdPaneNone Then
.ActivePane.View.Type = wdPrintView
Else
.View.Type = wdPrintView
End If
.View.SeekView = wdSeekMainDocument
.View.Type = oView
SelRng.Select
End With
' Restore Screen Updating
Application.ScreenUpdating = True
End Sub

Thanks heaps, Macropod! The generosity of the Microsoft MVPs and community is humbling.

See also:

Some websites that discuss this issue

See also:

[Links last checked October 2009]

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Word: Accept formatting Track Changes but not text

May 29, 2009

I’ve been working on lots of long documents, each with multiple authors and multiple review cycles. Track Changes is used a LOT. When I get the document for final QA review, one of the first things I do is accept all changes in the document. But I really just want to accept the formatting changes and NOT the text changes — and I didn’t think I could do that. Because this has been annoying me, I went looking to see if I could just accept the formatting changes — and I can! And it’s really easy… once you know how!

Here’s how a document can look with all changes showing — I’ve seen documents much more cluttered than this:

trk_ch_01

Word 2003

  1. Turn on the Reviewing toolbar if it is not already on (View > Toolbars > Reviewing).
    trk_ch_reviewing_toolbar
  2. Click Show in the Reviewing toolbar.
  3. Turn off Insertions and Deletions, Comments, and any other options that you use — just leave Formatting turned on. You should now only see the formatting tracked changes.
    trk_ch_02
  4. Click the drop-down arrow to the right of the Accept Change icon.
  5. Select the Accept All Changes Shown option. This accepts all the formatting changes in the document. (Note: This option is grayed out under normal circumstances — you have to select or deselect something on the Show list to get it to display.)
    trk_ch_03
  6. Now, click Show again and turn on the option to see the Insertions and Deletions. All the formatting tracked changes are gone!
    trk_ch_04

Word 2007

  1. Open the Review tab on the ribbon.
  2. Click Show Markup in the Review tab.
  3. Turn off Insertions and Deletions, Comments, and any other options that you use — just leave Formatting turned on. You should now only see the formatting tracked changes.
    trk_ch_2007_01
  4. Click the arrow immediately below the Accept icon.
  5. Select the Accept All Changes Shown option. This accepts all the formatting changes in the document. (Note: This option is grayed out under normal circumstances — you have to select or deselect something on the Show Markup list to get it to display.)
    trk_ch_2007_02
  6. Now, click Show Markup again and turn on the option to see the Insertions and Deletions. All the formatting tracked changes are gone!
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Word: What happens when you paste tracked changes into another document?

February 21, 2009

One of my current clients has very long scientific documents that have contributions by numerous people, and Track Changes are one way they deal with the changes. As a result, I’ve had to deal with Word’s Track Changes far more than I ever thought I would.

Not being a fan of Track Changes, one thing that has baffled me a bit is what happens when you copy a passage from a document with Track Changes turned on and paste it into a another document. Well, it depends!

However, the people over at the Microsoft Office Word Team’s Blog have described in detail — and with a neat matrix table — exactly what happens in the various scenarios where source and destination documents have Track Changes turned on or off.

I’ve included the matrix here, but I suggest you read the full article to get all the details.

Pasting Track Changes matrix

Pasting Track Changes matrix

Source: http://blogs.msdn.com/microsoft_office_word/archive/2008/09/05/pasting-tracked-changes.aspx

[Links last checked December 2008]

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