From Backstage view, you can view the document

From the course: Word 2021 Essential Training (Office 2021/LTSC)

Work with Ribbons and the Backstage view

- In this video, I want to establish some of the important controls in the Microsoft Word interface, which might be a little different from other applications you've used. I'm starting here on windows. So, I'll go into the start menu, and I'm going to launch Word. We're going to skip over a few things that we'll talk about in other videos. For now, here on this welcome screen, I want to make sure that home is selected on the left. And then I want to start a new blank document, and I can do that by double clicking on this blank document option. And now this is the main Word interface, and this is where you'll do most of your work. Now it's important to introduce this row of buttons across the top. Now, some people call this a toolbar, which is fine, but the correct name for it is the ribbon. And you get lots of important controls here, like copying and pasting text, or changing the size, or other formatting elements of your text, lots of other controls. But you should notice at the top of the ribbon where it says file, home, insert, design, and so on. Currently home is selected. So, what we're looking at here is the home ribbon. And if I click where it says insert, that switches me to the insert ribbon, where we have different controls. And each of these opens a different ribbon. So, I could go to the layout ribbon, or the references ribbon, and so on. Now lots of people call these tabs. And again, that's fine, but officially we're switching to different ribbons. Now the home ribbon is selected by default when you open word, because the controls you use most often are there. But we'll work with commands in other ribbons as we go through this course. Now, next I want to click where it says file over here on the far left. And this changes the whole interface. This is called the backstage view. This is where you have your options to save your document, or make a new document, or print your document, or get information about your document, and so on. So, when you click file, you get to the backstage view, and then you can click this back button up in the top left to go back to the normal interface. And of course, all of these other buttons switch you to the different ribbons. So the ribbons and the backstage view are the main interface elements you need to work with. And we'll build on these as we go. Now, there is one big difference if you're using a Mac. So here on the Mac, I'm going to launch word. And from the welcome screen, I'll start a new blank document. Now on the Mac, you do have the ribbons up at the top of the screen, but there is no file button on the far left side, and there is no backstage view. That's because applications on a Mac always have these menus up at the top of the screen. Since I'm using the Word application, the first menu says Word. And then the next menu is the file menu. And that actually has a lot of the same controls that you would find in the backstage view on a Windows computer. So if you are a Mac user, keep an eye out for that difference as we go through this course. Almost everything that a Windows user would find in the backstage view, a Mac user will find in this file menu. It just has a more traditional menu based interface on a Mac.

Contents

Lesson 5: Creating and Opening Documents

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Introduction

Word files are called documents. Whenever you start a new project in Word, you'll need to create a new document, which can either be blank or from a template. You'll also need to know how to open an existing document.


To create a new blank document:

When beginning a new project in Word, you'll often want to start with a new blank document.

  1. Select the File tab. Backstage view will appear.

    From Backstage view, you can view the document
    Clicking the File tab

  2. Select New, then click Blank document.

    From Backstage view, you can view the document
    Creating a new document

  3. A new blank document will appear.

To open an existing document:

In addition to creating new documents, you'll often need to open a document that was previously saved. To learn more about saving a document, visit our lesson on Saving and Sharing Documents.

  1. Navigate to Backstage view, then click Open.

    From Backstage view, you can view the document
    Opening a file

  2. Select Computer, then click Browse. Alternatively, you can choose OneDrive (previously known as SkyDrive) to open files stored on your OneDrive.

    From Backstage view, you can view the document
    Opening a locally saved document

  3. The Open dialog box appears. Locate and select your document, then click Open.

    From Backstage view, you can view the document
    Opening a document

If you've opened the desired presentation recently, you can browse your Recent Documents rather than search for the file.

From Backstage view, you can view the document
Recently opened documents

Word 2013 also allows you to open existing PDF files as editable documents. This is useful when you want to modify a PDF file. Read our guide on Editing PDF Files for more information.

To pin a document:

If you frequently work with the same document, you can pin it to Backstage view for quick access.

  1. Navigate to Backstage view, then click Open. Your recently edited documents will appear.
  2. Hover the mouse over the document you want to pin. A pushpin icon
    From Backstage view, you can view the document
    will appear next to the document. Click the pushpin icon.

    From Backstage view, you can view the document

  3. The document will stay in Recent Documents. To unpin a document, click the pushpin icon again.

    From Backstage view, you can view the document

You can also pin folders to Backstage view for quick access. From Backstage view, click Open and locate the folder you want to pin, then click the pushpin icon.

From Backstage view, you can view the document
Pinning a folder to Backstage view

Using templates

A template is a predesigned document you can use to create a new document quickly. Templates often include custom formatting and designs, so they can save you a lot of time and effort when starting a new project.

To create a new document from a template:

  1. Click the File tab to access Backstage view.

    From Backstage view, you can view the document
    Navigating to Backstage view

  2. Select New. Several templates will appear below the Blank document option.
  3. Select a template to review it.

    From Backstage view, you can view the document
    Selecting a template

  4. A preview of the template will appear, along with additional information on how the template can be used.
  5. Click Create to use the selected template.

    From Backstage view, you can view the document
    Creating a new document with a template

  6. A new workbook will appear with the selected template.

You can also browse templates by category or use the search bar to find something more specific.

From Backstage view, you can view the document
Searching for a template

It's important to note that not all templates are created by Microsoft. Many are created by third-party providers and even individual users, so some templates may work better than others.

Compatibility mode

Sometimes you may need to work with documents that were created in earlier versions of Microsoft Word, such as Word 2010 or Word 2007. When you open these types of documents, they will appear in Compatibility mode.

Compatibility mode disables certain features, so you'll only be able to access commands found in the program that was used to create the document. For example, if you open a document created in Word 2007 you can only use tabs and commands found in Word 2007.

In the image below, you can see how Compatibility mode can affect which commands are available. Because the document on the left is in Compatibility mode, it only shows commands that were available in Word 2007.

From Backstage view, you can view the document
Compatibility mode vs. Normal mode

To exit Compatibility mode, you'll need to convert the document to the current version type. However, if you're collaborating with others who only have access to an earlier version of Word, it's best to leave the document in Compatibility mode so the format will not change.

You can review this support page from Microsoft to learn more about which features are disabled in Compatibility mode.

To convert a document:

If you want access to all Word 2013 features, you can convert the document to the 2013 file format.

Note that converting a file may cause some changes to the original layout of the document.

  1. Click the File tab to access Backstage view.

    From Backstage view, you can view the document
    Clicking the File tab

  2. Locate and select the Convert command.

    From Backstage view, you can view the document
    Converting the document to the newest file type

  3. A dialog box will appear. Click OK to confirm the file upgrade.

    From Backstage view, you can view the document
    Clicking OK

  4. The document will be converted to the newest file type.

Challenge!

  1. Create a new blank document.
  2. Open an existing document from your computer or OneDrive.
  3. Pin a folder to Backstage view.
  4. Create a new document using a template.

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What can you see in Backstage view?

The Backstage screen shows you quite a few of the most recent files that you've worked on. If the file you want isn't on the Recent files list, click the Open button on the left navigation pane to see file locations you can browse to find the file.

What does backstage view allow you to do in Word?

The backstage view provides access to saving, opening, info about the currently open file (Permissions, Sharing, and Versions), creating a new file, printing, and recently opened files. The Backstage View also provides some information (properties) about the file, including the following.

How do you get back to your document from backstage view?

Learn the two ways to open a Microsoft Word document from the Backstage view..
Select Open from the File menu..
From the Open section, select the location of the document. ... .
For files you have recently used, select Open from the File menu and then select the file under Recent ..