Last week's newsletter introduced the idea of using Microsoft Word to search for Word documents to which you've assigned certain properties, such as categories or keywords. This week we'll look at how to sort by those properties in a folder. I've learned, however, that this will not work in Windows 95 or 98. In XP, it works great, and it may work in some other versions.

Before you can sort by document properties, you'll have to assign those properties. Here's the basic procedure:

1. With a document open in Word, click File > Properties.

2. Click the Summary tab.

3. Enter the information by which you'll later want to sort. For example, you could enter a category, keywords, or a comment.

4. Save the document.

5. Repeat steps 1 through 4 for other documents. Note that you should really do these steps whenever you create a new document. Word can help you with this by automatically opening the Properties dialog the first time you save a document. To activate this feature, click Tools > Options > Save > Prompt for document properties.

You can also assign properties outside of Word by right-clicking a file in a folder and then clicking "Properties" and the Summary tab.

After assigning the properties you want to use, you can sort by those properties in Windows Explorer or any Windows folder. To do so:

1. Open the folder you want to use.

2. Click the View menu and then "Details." You should now see a line of buttons above your list of files. The buttons will have names like "Name," "Date Modified," and "Size." To sort your files by one of these properties, click the button for that property. For example, to sort your files by the date they were modified, click the "Date Modified" button.

3. Now, the good stuff. Take your mouse and right-click that button bar. Wow, look at all the properties you can include on the button bar!

4. For the really good stuff, click "More . . ." at the bottom of the menu.

5. Put a check in the box for the items you want to use, such as "Subject" and "Category." Then click the Okay button. Wow again! Now you can see those properties in your file list. (Note that you can apply these settings to all of your folders, if you like. To do so, click Tools > Folder Options > View > Apply to All Folders.)

6. Click the button for the property by which you want to sort. Pretty slick!

How can you use this feature? Well, how about keeping track of all documents from a particular author? Or maybe you'd want to group chapters that belong to a certain section of a book. How about using the feature as a document database that allows you to group all documents (from a variety of projects) by a particular subject? There are lots of possibilities.

On a Macintosh, life isn't quite so glorious. There's no way (that I know of) to sort by Word document properties in a folder (at least in OS 9.1, which I'm using). You can, however, sort by properties that you assign to files *outside* of Word. To do so:

1. Open the folder you want to use.

2. Click View > View Options.

3. Under "Show Columns," put a check in the box for the properties you want to display and sort. "Comments" and "Label" are really the only customizable properties available here. Note that you can also set these for all folders under Edit > Preferences > Views.

4. Select a file to which you want to assign properties.

5. Press Command + I to bring up the General Information dialog.

6. In the Comments box, enter the text by which you want to sort. For example, you could type a category or keyword here.

7. If you like, click the Label button and assign a category such as "Essential," "In Progress," or "Project 1."

8. Close the dialog to save your changes.

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READERS WRITE

William T. Buckley wrote:

When I went to test your instructions in the DOCUMENT PROPERTIES portion of the Editorium for this week--06.11.2003--I found they did not work, at least not on my setup.

I am using Word 2002 (10.4524.4219) SP-2, running on Win2K professional.

After I read your discussion of the usefulness of the document properties capability, I then moved on to your detailed instructions:

* I clicked File > Open.

* I located the "Tools" button on the upper right of the dialog.

* BUT, when I went to look for "Find" under "Tools," there was no such option available in the dialog.

So I am unable to go forward with your instructions. And I'm at a loss to explain why. Is it me, my Word software, my OS, all of the above, none of the above?

I responded that before publishing these instructions, I really should have checked to see how the feature has changed in Word 2002, which now uses the term "Search" instead of "Find." Also, after clicking "Search," it's now necessary to click the "Advanced" tab, which will get you into the fancy features I described in the newsletter.

Thanks to William for his questions and comments.

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RESOURCES

Jim Cronin wrote:

Anyone who appreciates acerbic wit will love this screensaver from Deloitte Touche Consultants:

http://www.dc.com/bullfighter

The free Bullfighter program, which roots out consultant-speak, also uses the same biting comments as it diagnoses one's writing.

Thanks, Jim!

I've been thinking a lot lately about document management--that is, how to keep better track of all those Microsoft Word files I have floating around my computer. One tool I've neglected is Word's Properties feature. If you work in a law office, you probably know all about it. But if you work in a publishing house, like me, you may not even know this tool exists.

To see the Properties feature in action, open a Word document (or create a new one). Then click File > Properties. The Properties dialog will open, and you'll see five tabs:

General

Summary

Statistics

Contents

Custom

I'm not going to cover all of these tabs or their contents, but I would like to call your attention to the one that looks most useful for document management--the Summary tab.

Most of the items on the Summary tab are self-explanatory, but the important thing to note is that you can enter or modify any of them. In particular, I'm interested in the Subject, Category, and Keywords boxes. Why? Because if I type information into these boxes, I can do two very cool things. One of them is to search for files with a particular subject, category, or keyword.

Here's how:

1. Click File > Open.

2. Locate the "Tools" button on the upper right of the dialog. Did you know that was there?

3. Click "Find." Wow, is that a nifty dialog or what?

4. In the "Property" dropdown list, find the item you want to search, such as "Subject."

5. In the "Condition" list, find the conditions that fit the search you want to do, such as "Includes words" or "Begins with phrase."

6. In the "Value" box, type the words or phrase that you want to find in the property you selected from the "Property" list.

Here's an example. If I wanted to find all my files on the subject of elephants, I'd choose "Subject," "Includes words," and "elephant." Note that this won't find the *word* "elephants" in the text of a document. Rather, it will find all of the files whose Subject *property* includes the word "elephants."

7. Click the "Add to List" button. The search element you just defined will appear in the big box at the top of the dialog.

8. Click the "Find Now" button.

Word will search through your files and display those that match your search. Then you can open the files you want to work on. Note that you can narrow your searches by adding more than one item, that you can save your searches to use again later, and that there are various other features to help you refine your searches. You can learn more about each feature by clicking the Help button (labeled with a question mark) and then clicking the feature you want to know more about.

I mentioned that there were two cool things that can be done with document properties. One of them is searching. The other one is to sort by document properties in Windows Explorer. I'll reveal the details next week.

_________________________________________

READERS WRITE

After reading last week's newsletter on using styles in Word 2002 while avoiding the Task Pane, Jim Cronin wrote:

Prior to Word 2002, you could redefine a style by making direct formatting alterations in a paragraph then clicking on the style name in the toolbar's Style drop-down list and pressing Enter twice. This was a lot easier and quicker than using Word 2002's Task Pane. The solution is to click Tools > Options from the toolbar, select the Edit tab and ensure the "Prompt to update style" checkbox is selected.

Romke Soldaat sent some other useful style commands to add to your custom Styles toolbar as mentioned in last week's newsletter:

Apply Heading 1

Apply Heading 2

Apply Heading 3

Style by Example

Modify Style

Redefine Style

Rename Style

Delete Style

Style

Style Gallery

Romke also sent a nifty little macro that you can add to your toolbar. The macro displays Word's Organizer feature, all set so you can organize styles:

Sub OrganizeStyles
With Dialogs(wdDialogOrganizer)
.DefaultTab = wdDialogOrganizerTabStyles
.Show
End With
End Sub

If you don't know how to use macros like that one, you can find out here.

Thanks to Jim and Romke for these great tips.

_________________________________________

RESOURCES

I have been sick, sick, sick of my computer running so slow. Then it dawned on me: spyware! I quickly downloaded, installed, and ran Spybot Search & Destroy, from PepiMK Software. Now my computer is back under my control. If you've got similar problems, you might want to check this out:

http://security.kolla.de/index.php?lang=en&page=start

There's no charge for the program, and on my computer it worked well. Your mileage may vary. If you want to try it, be *sure* to read the documentation before proceeding.

The Styles and Formatting Task Pane in Word 2002 is a useful feature, but, keyboard junkie that I am, I just hate reaching for the mouse every time I need to create or modify a style--and the Task Pane doesn't seem to work with the keyboard. Isn't there a way to get back Word's old Style dialog? Or better yet, how about a way to access Word 2002's fancy new Modify Style dialog (which has the most commonly used options right there) without having to drill down through the Task Pane and a couple of other dialogs?

The beauty of Word is that almost anything is possible, and although I'm unhappy with some of what Microsoft has done to increase the "marketability" of my favorite word processor, I'm glad they've had the good sense to leave in (and even add) some great features, even if they're sometimes buried pretty deep.

If you want to get back the keyboard-controllable Style dialog, do this:

1. Click Tools > Macro > Macros.

2. Click the "Macros In" dropdown list.

3. In the list, click "Word commands."

4. In the "Macro name" list, use the scroll bar to find "FormatStyle."

5. Click "FormatStyle."

6. Click "Run."

Wow! There's the friendly Style dialog, ready to be controlled through keyboard commands (or, if you insist, with your mouse). No Task Pane needed!

Of course, you're not going to want to drill down through Tools > Macro > Macros every time you want to use the dialog, so you might as well put the command on a toolbar button, a menu, or a keyboard shortcut, as described here:

http://www.topica.com/lists/editorium/read/message.html?mid=1707286867

http://www.topica.com/lists/editorium/read/message.html?mid=1707444986

http://www.topica.com/lists/editorium/read/message.html?mid=1713088939

While we're playing around with style commands, there are some others you might want to add to a toolbar, menu, or keyboard shortcut. If you work with styles a lot, you could even create a Styles menu or toolbar devoted entirely to these commands:

* FormatStyleModify (which lets you modify styles)

* FormatStyleNew (which lets you create new styles)

* FormatStyleGallery (which lets you see the styles in your various Word templates)

* FormatStyleVisibility (which lets you hide or display text depending on the style applied; where has *this* been all my life?)

Now are you happier with Word 2002? I know I am.

Note: If you're a Mac user, the procedure should be basically the same in Word 2003.

_________________________________________

READERS WRITE

Wordmeister Steve Hudson sent an interesting response to a question about why Word's features sometimes seem to work differently depending on where they are accessed in Word. (His references to Maggie, Douggie, and Mal will mean more if you subscribe to the WORD PC-LIST; for more information, see today's Resource column.) Steve's answer is complex and has to do with the inner workings of Microsoft Word and VBA programming, so if you want to know more about that, Steve's your man. Here's what he had to say:

Word is like this really complex programme beastie, right? I mean HIDEOUSLY complex. If it were a house we could pack it with all the Word PC List users and play a single game of hide and seek that went for WEEKS! So, we go searching for the Queen, Maggie. We find her sensibly hidden in the backwaters of a partial wing known as Table Properties. She is in a long corridor with many doors off it, one of which is labelled Sort, and you have a squizzy down there and see a corridor branching off into a few other corridors.

You know Father Douggy is into macros, so you think you'll look there for him. You backtrack and begin looking. Your wanderings lead you into the room of Macros, off the main wing of Tools. You find the venerable Cardinal Mal, poking around with some suspicious-looking strings attached to a strange object. He is calling it a Guitar and wants to implement a new RocknRoll method. But you still haven't found Douggy yet, so you ask Mal where he is. "Oh, he was with Maggie." You think, "Uh huh! I know he's near here, and he's near Maggie, so I'll look in the Sort Ascending room!"

You go through the door marked Commands, and it opens out into a long, winding corridor full of doors and stairways. You wander along until you come to the Sort Ascending room, and you walk in on the ground floor. No Douggy. Then you look up and realise Douggy is standing on a balcony with no way up for you. You ask, "How did you get there?" He replies, "I came via a different way than you."

So, there's our analogy; let's get a little more "real world" with the next pass, huh? 🙂 Mind you, this all in generality can be applied to many facets of the facade (Word's user interface); it's not just applicable for SortSuspenders.

Word is a complex beastie full of little snippets of code that do things. These snippets are called on by other snippets until we have a facade full of bugs, err features, undocumented or otherwise. My tools are developed in a similar fashion, so this is quite normal. I have really generic routines hiding behind the walls of methods that then present exact instances of their usage.

Let's take a simple example. I write a piece of code to strip styling from a range; I don't care what the range is, just give me a range. Now that's useless to tie to the GUI (graphical user interface); how does the user specify the range? We are much better off giving access to it using sensible ranges that the user scenario requires: one to strip the selection only, one to strip the whole document, and one to strip every document in the folder. All of these call the same backing routine; thus, in a sense, they are wrappers to the hidden method.

A method is just a Sub or Function in OOL-speak (object-oriented language). A Document is an object. It has a Save method. This means there is a Document class definition somewhere that has a little function sitting in it called Save that has the code to do the saving business. This manifests in our IDE (the VBE--Visual Basic editor) as a Document.Save method! Clever, huh? You can build your own classes to play further with this.

So, I write this dialog for dealing with tables. I whack all sorts of extra smarts into it to give a nice user experience. These smarts then finally end up calling the basic routines to provide the functionality--such as Sort. My first attempt, I don't bother selecting the whole table, and the support phone starts ringing like someone whose spouse is two days late home from the pub. "I keep getting an error when sorting," they all say. Moron users. What do they know? But I have to do something with my time other than keep the coffee machine empty, so I include the smarts to select the whole table if pressing the button through the smarty dialog. I do not alter the base function at all.

I then sit down and have a caffeine-free moment and realise, hang on, what if some GENIUS dudes, like me, come along and want to sort just bits of a document? I know, I'll write a quick wrapper to give them access to the sort function. I have no idea what their data will look like, so I can't provide any trickery; that's all up to them as I have a pizza to order. You have to order pizza early, otherwise it is still warm when you go to eat it.

So now we have two different ways to get at the same underlying functionality. One way has all sorts of extras chucked in. The other doesn't. They are both merely wrappers to get to the routine that actually does the sort work; one is fancier but less flexible than the other.

Thanks to Steve for his comments.

_________________________________________

RESOURCES

The WORD PC-LIST is, in my opinion, *the* place to go for expert online advice about using Word:

To join, send an email message here:

mailto:word-pc-subscribe-request@liverpool.ac.uk (no subject or command text required)

You can read the list archives here:

http://listserv.liv.ac.uk/archives/word-pc.html