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Markup a document using Track Changes and learn how to accept or reject changes from colleagues.
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4.05 track-changes-to-documents - Exercise.docx53.4 KB 4.05 track-changes-to-documents - Exercise solution.docx
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Quick reference
Track Changes to Documents
We use Track Changes whenever we need to keep track of changes being made to a document by one or more authors.
Instructions
The Track Changes feature of Word allows us to keep track of insertions, deletions, and other changes to a document when there are multiple authors.
A color is assigned to each new author to help us identify who is making the change.
Track Changes
By default, track changes are not turned on when you open a Word document.
Turn on Track Changes
- From the Review tab, click the drop-down arrow next to Track Changes
- Select For Everyone from the list
Track Changes are now turned on in the document. From this point forward, any changes made will show as markup in the color that has been assigned to you as the first author.
Mark-up a Document
- Make some changes to the document.
- Insert some text. Delete some text. Move text around.
Notice how the markup shows in the document.
As the first author, my changes are in red. The text I delete shows with a strike-through while any text I add shows with an underline.
- Click on a track change to see more information
Other Authors and Track Changes
Multiple people can change a document at the same time using co-authoring. For example, if Adele opens this document and starts to make changes, I can see the changes she makes in real time.
As she is the second author, her changes will show in a different color.
Mark-up Views
Currently, we are viewing this document in Mark-up on page (All mark-up) view. That means we can see all of the mark-up in the document represented by colors, strikethrough, and underlines.
We can switch our document to Mark-up in margin (Simple Mark-up) view instead.
This is a simpler, more discreet way of viewing mark-up. Marked-up paragraphs are indicated with a line in the margin.
We can click on the line to toggle our track changes back to showing all mark-up.
Accept and Reject Changes
We can accept or reject changes that have been made to the document.
- Click on the first marked-up paragraph
- Choose Accept or Reject
We can also Accept or Reject changes on the Review ribbon or via the right-click menu.
- 00:03 So far in this section we've seen how to share files with colleagues and
- 00:07 how we can make changes together by co-authoring.
- 00:10 And in the last lesson we were talking specifically about how we can add comments
- 00:15 to a document.
- 00:16 Now, in this lesson I'd like to walk you through how we can track changes.
- 00:22 Now, track changes may or
- 00:23 may not be something that you're already familiar with.
- 00:26 And track changes are really helpful, particularly if there are lots of people
- 00:30 working on a document and making different changes to that document.
- 00:34 What track changes allow us to do is assign a color to every person who's
- 00:38 editing the document, and we can see by color if they've deleted anything,
- 00:43 if they've inserted anything, or if they've moved anything around.
- 00:48 Now you'll find your track changes option on the Review ribbon.
- 00:51 Notice here we have a section on comments.
- 00:54 And again, we can toggle our comments between the pain and
- 00:57 the floating bubble simply by clicking the Show Comments button just here.
- 01:02 And the next group that we have is all related to track changes.
- 01:06 Now, by default, Track Changes are not turned on.
- 01:10 And that means that when we're in this document we can start typing, and
- 01:14 the document isn't marked up when we add things to the document.
- 01:18 As soon as we turn on Track Cchanges, that situation changes.
- 01:22 So let's click the drop-down next to Track Changes.
- 01:25 You can see currently we don't have them on.
- 01:28 But I can choose to turn Track Changes on for everybody,
- 01:31 which means that it's going to track the changes of everybody who
- 01:35 has access to this document, or I can just track my own changes.
- 01:39 So let's turn it on for everybody.
- 01:42 So now, if I go into this document and make some changes, so
- 01:46 maybe I want to delete out this crazy word just here, let's press Delete.
- 01:52 Instead of deleting it, it marks up the document, and
- 01:55 deletions are highlighted in red with a strikethrough.
- 02:00 If I was to insert some tags, again, I'm just going to insert some junk text.
- 02:04 This time insertions are showing in red, but
- 02:07 we have an underline as opposed to a strikethrough.
- 02:11 What about if I was to move an entire paragraph?
- 02:13 So let's select this paragraph.
- 02:15 I'm going to do Ctrl+X to cut this.
- 02:18 Notice what's happened because this is effectively a deletion.
- 02:22 And then I'm going to Ctrl+V to paste it down here and
- 02:25 this will show as an insertion.
- 02:27 And if I hover over the last thing that I did, you can see I get a little
- 02:32 floating pop up box that tells me that I deleted an entire paragraph.
- 02:37 And if I click on this deletion just here,
- 02:41 you can see it says who has made this deletion and it shows the deleted text.
- 02:46 So let's see what happens when Adele starts to make some changes to this
- 02:50 document.
- 02:51 Check out what happens.
- 02:52 So Adele has made some changes to this document.
- 02:55 She's deleted that first line, and
- 02:57 she's also added a piece of text a little bit further down, so that is an insertion.
- 03:03 And you can see that the changes that Adele has made have been marked
- 03:07 up in a blue font to distinguish them from my own.
- 03:10 And if we had a third or fourth person who was reviewing this document,
- 03:13 those authors would show in different colors as well.
- 03:16 Now currently we're viewing this document in markup view.
- 03:21 How do I know that?
- 03:22 Well, if we go over to our ribbon, notice here we have markup on page, All Markup.
- 03:28 So it's showing me all of the changes that are being made in this document.
- 03:32 I could choose to show the markup in the margin, and
- 03:36 this is what we refer to as simple markup.
- 03:38 So if I do that,
- 03:39 notice that all of the changes disappear from the actual document, but I can
- 03:44 still see by ways of this red line which paragraphs have had changes made to them.
- 03:49 And a quick way to toggle between those two different views is to
- 03:53 simply click on this red line.
- 03:55 That will show the track changes.
- 03:57 Click on the line again and it will hide those track changes.
- 04:01 Now the final point to make here when it comes to managing your track changes is
- 04:05 how we can go through and accept or reject those changes.
- 04:08 So a lot of the time when people are making changes to a document, the person
- 04:13 who has the final say on the final version of the document would probably go through,
- 04:18 review all of the changes that have been submitted by the different authors, and
- 04:22 then accept or reject those changes.
- 04:25 So for this first change at the top here that Adele has made,
- 04:29 this is something that she's deleted out.
- 04:32 Now, I'm going to say that we need to leave this in.
- 04:35 So I'm going to reject the deletion that she's made.
- 04:38 So all I need to do here is click, and I can choose to accept or
- 04:42 reject the suggestion.
- 04:43 So I'm going to reject it,
- 04:45 which is going to remove those track changes from that piece of text.
- 04:49 What about if we go further down the document to the other
- 04:52 change that Adele made?
- 04:54 Well, this is pretty good.
- 04:55 I want to keep this.
- 04:56 So I'm going to accept the insertion that she's made here.
- 05:00 Now, aside from clicking on the change to accept or reject,
- 05:04 we can utilize the options on the Review ribbon.
- 05:08 So if we go over to our Track Changes area,
- 05:11 notice this one here is to accept, the one next to it is to reject.
- 05:17 So let's click on Accept, and that change has been accepted into the document.
- 05:22 So that's how Track Changes work.
- 05:24 As I said, they are brilliant for
- 05:26 tracking multiple amendments by multiple people to a single document.
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