Microsoft Word is packed with so many features that you can produce pretty much whatever you want with it. But these features don’t always result in the kind of beautiful, high-quality, and professional documents that may be expected of you.
It’s one thing to know everything about Microsoft Word, all of its intricacies and quirks and functions — it’s something else entirely to know what makes a great document.
This article isn’t about how to use Microsoft Word’s various features. We’re specifically looking at the design aspect of business reports and academic papers, meaning the whats and the whys that dictate a document that’s pleasing to the eye and easy to read. You could also apply these same guidelines to other word processors like Google Docs.
1. Keep It Simple, Less Is More
Nearly every tip in this article is a specific application of this first one, but it’s so important that it bears special emphasis: keep it simple and less is more. Let this be the driving force behind any design decisions in your documents, and if you walk away remembering only one thing from this article, let it be this one!
When writing a document, the content should be the main focus. The formatting exists to make that content easier to read and digest. Eliminate the temptation to introduce eye-catching elements that only serve to distract. Maximize whitespace. Keep your wording tight and revise any wordy sentences or paragraphs. Simple and minimal rules over all.
2. Choose a Context-Appropriate Typeface
Your first big design decision should be which typeface you’re going to use. Traditional knowledge says that serif fonts are easier to read in printed documents whereas sans-serif fonts are better on the eyes when read on a digital screen.
Good examples of serif fonts include Garamond, Georgia, Hoefler Text, and Palatino, while good examples of sans-serif fonts include Arial, Gill Sans, Helvetica, and Lucida Sans. Whatever you end up using, stick to the same typeface throughout the document. (If desired, you can use a different typeface for headings.)
To learn more about serif vs. sans-serif fonts and which ones you should use, see our article on font pairing strategies and tools.
3. Use Standard Font Size and Color
Most business and academic papers are typed in 12-point font size, which generally produces the most readable paragraphs when combined with the guidelines for page size, margins, and line spacing later in this article. Some information-dense reports may sometimes go down to 10-point font size, but never less than that.
In general, it’s best to keep your hands off of anything related to colors, especially for printed documents. You’ll have to pay more for the color ink, and it won’t carry over if the document ever gets copied. For digital documents, reserve colored text for critical warnings and the like. Prefer to emphasize using bolded and italic text.
4. Use Standard Page Size and Margins
Nearly all office documents are printed for standard 8½” x 11″ pages, known as US Letter size (also known as A4 elsewhere, which is 210mm x 297mm). This is the only size that’s guaranteed to be available regardless of which printer you use.
As for margins, most style manuals and style guides call for a 1″ margin on all sides of the page, which produces the best readability for line lengths and allows for written annotations if necessary. However, if the document is going to be bound in a binder, you may want to increase the side margins to 1½” to accommodate the rings.
5. Align Paragraphs to the Left
You may be tempted to use justified alignment because that’s what’s used in newspapers and novels and some textbooks, but it’s the wrong choice for office and academic documents. While it may look cleaner and more formal due to the straight edges, it kills readability.
What you want is left alignment for text. This produces jaggedness on the right side of paragraphs, but it keeps letter spacing as intended by whatever typeface you’re using, and that means optimal legibility. Otherwise, you may end up with typographic rivers, which are extremely distracting and simply look ugly.
6. Indent the First Lines of Paragraphs
Paragraphs should have no extra spacing in between them, and first lines of paragraphs should be indented to make each paragraph stand out. The only exception is for paragraphs that directly follow a section heading, which can be left unindented because the surrounding context makes it clear that it’s its own paragraph.
A general rule of thumb is to make the indent size the same as the font size. Make sure you use Word’s paragraph styling features to handle the indents rather than using the Tab key!
7. Place Images Between Paragraphs
It may be okay to place images inside a paragraph and allow the surrounding text to flow around it, and if your organization prefers it that way, then go ahead and do that. But generally speaking, it can damage readability, especially in data-driven reports.
The safest option, particularly for graphs and charts and tables, is to put images in between paragraphs and keep them center aligned. That way your images are never vying for attention with surrounding text. It also helps captions to stand out.
8. Choose Context-Appropriate Line Spacing
The right choice for line spacing (the whitespace that separates a line of text from the next line of text) really depends on what kind of document you’re writing.
Academic papers should first follow any academic style guides in place, then prefer double-spacing if no style guide exists. Business and office documents tend to be single-spaced to minimize the number of pages needed when printing, but digital documents may be easier to read if spaced at somewhere between 120-150 percent.
9. Break Up Text With Headings and Lists
The longer the document, the more important headings become. Would you rather read a 20-page report that’s nothing but a wall of text from end to end? Or a 30-page report that’s organized into proper sections, subsections, and headings? I prefer the latter every time.
Lists are also good for breaking up walls of text and drawing eyes to important points. Use numbered lists when counting a set of items (e.g. “the five attributes of a successful entrepreneur”) or when providing step-by-step instructions. Otherwise, bulleted lists are fine. Just be sure to avoid overusing lists, which can detract from readability.
10. Separate Sections With Breaks
In Microsoft Word, section breaks allow you to differentiate certain pages with changes in orientation, columns, headers, footers, page numbers, and more. Section breaks come in four forms:
- Next Page: Start the next section on the following page.
- Continuous: Start the next section on the current page.
- Even Page: Start the next section on the next even page.
- Odd Page: Start the next section on the next even page.
If your document is large enough to need chapters, this is the best way to format them in a clean way. Each chapter should be made with a “Next Page” section break, or the “Even Page” or “Odd Page” section breaks if you’re going to place it within a binder.
When in Doubt, Use Premade Document Templates
Unless your organization or school requires a specific layout and format, you can skip the hard work of setting up your own template and just download one instead. We’ve rounded up a bunch of them for your convenience, including business letter templates, cover page templates, table of contents templates, and project management templates.
Furthermore, if you haven’t already, you should consider learning the essential tips of Microsoft Word, these important keyboard shortcuts for Microsoft Office, and these awesome lesser-known tricks for Microsoft Office.
What do you think makes a document beautiful and professional? Are there any other tips and tricks you’d like to add? Let us know in the comments below!