Creating Custom Outline Levels

Word’s Outline view (choose View, Outline or click the Outline button in the status bar) is a useful tool for building and working with complex documents. You can collapse entire sections and even entire levels so that you can easily see the big picture for a document with many different headings and levels.

Word generates the Outline view by using the document’s Heading styles—Heading 1 through Heading 9. Paragraphs formatted as Heading 1 go to the top of the outline hierarchy as Level 1. Subsequent Heading styles are given corresponding outline levels: Heading 2 becomes Level 2, Heading 3 becomes Level 3, and so on. All this works well if your document uses the built-in Heading styles. However, it’s not unusual for documents to use other styles for designating headings inside a document.

For example, many corporations have style guidelines that require custom styles for document titles, subtitles, section heads, text headings, subheadings, and more. Fortunately, you can still use these custom styles to generate a document outline that you can display in Outline view. The trick is to assign each custom style a corresponding outline level, as shown in the
following steps:

  1. Choose Home and then click the Styles dialog box launcher (or press Ctrl+Alt+Shift+S) to open the Styles pane.
  2. Right-click the style you want to work with and then click Modify. Word opens the Modify Style dialog box.
  3. Choose Format, Paragraph. Word opens the Paragraph dialog box.
  4. In the Outline Level list, click the outline level you want to associate with the style.
  5. Click OK to return to the Modify Style dialog box.
  6. Click OK.
  7. Repeat steps 2 through 6 for each of the other Heading styles you want to assign an outline level.
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