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How to format a book in Microsoft Word (with pictures)
Getting started
Open a new document. Click “size”>> “More paper sizes” and set the document to 6”x9” (or your book size).
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Then set the margins and gutter. Make sure to apply to the “whole document” instead of “this section.”
I set this one to 1' margins on the top and bottom (a bit too much on the top). The 'Gutter' is extra space on the inside. Recently (2014) I've noticed that Createspace book spines are much more glued-together, so the gutter may need to be a little bigger. Copy and paste your text into the document (or, if you’ve already been writing in Word, save the document as a new file (to be safe) and then start formatting.
Setting Paragraphs
Highlight some text and click on the 'line options' tab. Set the indent for the first line of paragraphs to .2 or so (I started with .3, but that's too much).
Make sure there's no space before or after the paragraph, and justified text. Select the font you want to use. With that text still selected, right click, go to “Styles” and “Update Normal to Match Selection.” Now your whole document is using the “Normal style.”
Then select the first paragraph of your book, click line spacing options again, but set the first line indent at 0.0. This time, right click and “Save the selection as a new style.” Save it as “First Paragraph.”
Chapter Pages
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Next, we’re going to separate all the chapters. This will be really important later when we start adding headers and footers. So put the cursor before any of the text, go to “Page Layout” >> “Breaks” and “Next Page.”
If you’ve done this right, the first page will say “First page Footer, Section 1” and the top of the next page will say “First Page Header, Section 2.”
Click into the headers area (by clicking the space at the top of the page) and make sure you’ve checked 'Different First Page” and “Different Odd and Even Pages.”
Because this is the first page of the first chapter, you can begin styling the chapter pages. To make use of Word’s built in Table of Contents function, it’s best to start with Word’s preset “Heading One.”
Just type “Chapter One”, select it, pick “Heading 1” from the styles, then change the size and font, select the text and right-click, then under 'styles' click “Update Heading One to match selection.” (I've changed the font to no-indent, black, and 'Bebas Neue.') You may want to expand the text by bringing up the fonts menu (Ctrl+D on Windows) go to advanced, spacing and “expanded.”
You should also check to make sure there’s no indent on your chapter title, so that it’s really centered.
If you have a “Navigation” window open on the left side, this heading should show up right away.
Now you may want to style the first sentence. Select the first few words, and transform them to uppercase by going to the “Change Case” button on the Home menu.
Then, to add a Dropcap, put the cursor before the first letter of the first sentence, then go to the Insert panel and click the DropCap feature.
You can change the font of the drop cap to stand out even more, but getting the positioning right can be tricky. If you want the Dropcap to take two lines instead of three, choose “Drop Cap options” from the menu.
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Now that our first page is ready, move down to the second page and click in the top area to select the header. Up on the menu, the “Link to Previous” is probably selected. You want to click on it to unlink it (just for the first pages, so they don't link with the front matter. For the remaining pages, you'll want link to previous selected). I’ll type in “Book Title”, get the style right and then save it as a new quick style (“headers”).
I’ll align right. If you have “gutter” set up, you can see that the “inside” of the page (on the left) has more spacing. You want to align your headers and footers to the outside, so make sure it’s on the side of the page with the smaller margins.
Then I’ll go into the footers area, click “Insert”, then page numbers>>current position>>plain number. This enters a page number field. Mine starts on page 3. If I want to change this, I could go to Insert>>page numbers>>Format page numbers and then choose “start at #...” instead of “continue from previous section.”
Then I can go down to the next page. Because I’ve selected “Different Odd & Even Pages” I can make this page a little different, by aligning left and typing “Author Name.”
Then, instead of inserting the page number again, I can just select and copy the page number field from the previous page, and paste it into the footer of this page – aligning it left like the header. To check my work, I’ll go to “View” and hit the “Two pages” so I can make sure that it looks OK.
There’s a little too much space between my headers and the content… but that’s because I set my top page margins to 1” (a bit much). I’ll leave it for now. The headings and page numbers look fine, so I’ll go back to View>> 100% and continue on. The whole first chapter should look pretty good now.
If I want to style section breaks I could… a simple way is to use the “First Paragraph” style again with all caps on the first few words, but no dropcaps.
When I get down to the bottom of the chapter, I’ll put the cursor below the text, select Page layout>>Breaks >> and hit “Next Page” again.
Because this is the first page of a new section, and we’ve selected “Different First Page” this page should be blank, with no headers and footers, so you can style it like the first Chapter Page. In Word, it’s hard to line up everything exactly.
The best way to get it 100% consistent is to select and copy from just above the first paragraph to the top of the page, including all the spaces and Chapter Header, and then pasting it the first page of the next chapter. That’s also a little faster than redoing everything manually. Then I can just change the text to “Chapter Two”.
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The following pages in the book should have the same headers and footers, and the page numbers should be automatic. So all you need to do is skip through and adding 'Next Page' breaks between every chapter, and styling the chapter pages. If your page numbers aren’t working for any reason, make sure the “Link to Previous” option is selected. If they still aren’t connecting, go to format page numbers and “continue from previous.”
You can also just select the page number field from the previous section and copy it into the one that's broken. If you’ve been setting all your quick styles (first paragraph, normal, header, headings, page numbers) going through the chapters like this should be pretty fast.
If you get stuck with anything, it will probably be with the headings and footers and page numbers. When you finish styling your chapters, switch to Two-Pages view so you can check everything over. Right and left-align can be confusing, even if you are viewing it in Two-Pages mode, because Word may not show it as it actually prints.
Just keep in mind the extra wide margins are the inside gutter, so these are aligned on the outside, even though they look like they will be on the inside. If you’ve been using the “Heading 1” style, Word has automatically been adding in your chapters to the navigation, which you should see on the navigation panel on the left.
So let’s go back to the front and add the “front matter”, including the table of contents.