Thursday, 15 January 2015

Creating Recurring Appointments - Outlook 2007 - Keyboard

Creating a Recurring Appointment in Outlook 2007

A recurring appointment is a meeting or event that occurs on a daily, weekly, monthly or even annual basis. Maybe it's a team meeting every Monday - or maybe you have a specific task to be undertaken at the same time each day? In these instances and more a recurring appointment is the best solution.

In this post I am going to walk through how you create an example recurring daily task event in Outlook 2007 using keystrokes.

Creating a Recurring Appointment

  1. Open MS Outlook 2007 and create a new appointment item using CONTROL SHIFT A. You can also create a recurring appointment by:
    • Pressing ALT F to open the File menu, moving to the New submenu and choosing the Appointment option there.
    • Alternatively, you can:

    • Press CONTROL 2 to move focus to the Calendar then press CONTROL N to create a new item (which will be an appointment if you are focused in your Calendar.)
  2. With the new appointment open, focus will be in the Subject edit field so type in an example subject line there for now. (As a general rule of thumb, subject lines need to be short and to the point but not so cryptic that you can't figure out what the bleep the appointment is for later on.)
  3. Press the TAB key to move to the Location edit combo box and either type in a new location or choose a previous location from the list.
  4. Press the TAB key again to move to the Start Time Date field and type in a test example date using the format: DD/MM/YYYY.
  5. TAB to the Start Time edit field and enter the appropriate time in 24 hour notation.
  6. Continue onwards and complete the End Date and Time fields in a similar manner.
  7. Another press of the TAB key will move focus to the All Day Event checkbox and you can leave this unchecked. That said, if your recurring event is going to last the whole day, then you would check this checkbox using the SPACEBAR.
  8. With the details of the first model appointment or event in place it is time to add the pattern of recurrence so first you need to move to the upper ribbon using the ALT key.
  9. If the Appointment tab is not already selected then use the LEFT or RIGHT ARROW keys to move there. With the Appointment tab selected, press the DOWN ARROW to move to the lower ribbon.
  10. Now press TAB to move all the way along to the Recurrence button in the Options Group box. Press SPACEBAR to activate the button.
  11. Image showing the Appointment Recurrence dialog box which has three main areas: Appointment Time, Recurrence Pattern and Range of Recurrence.
  12. Focus will now be in the Appointment Recurrence dialog box which is visually split into three sections, these are:
    • Appointment time - Start, End and Duration.
    • Recurrence pattern - Daily, Weekly, Monthly or Yearly.
    • Range of recurrence - No end date, End after X occurrences or End By
  13. Press the TAB key to move the cursor through the fields and get a feel for how the options are structured and laid out.
  14. After you have explored for a bit, move the cursor back to the Start: field and check the details in there - the value should be what you typed in to the appointment item when you created it. Press TAB to move to the End field also and again check the details. Another press of the TAB key will put focus on the Duration field and this should give you the total time for the appointment automatically.
  15. With all of the Appointment Time details set (they should have all been pulled through from the appointment correctly anyway) you can TAB to the Recurrent Pattern radio buttons. The default option on focus is normally "Weekly" and from there you can press the UP and DOWN arrow to change to Daily, Monthly or even Yearly.
  16. NOTE:If you are using a screenreader you may hear some extra feedback as you move, this is because when you focus on a new radio button the options appropriate to your new choice appear on the right. For example, if you choose the "Daily" radio button then you can TAB over to two further radio buttons, but if you choose "Weekly" then you can TAB over to a series of checkboxes, one for each day.

  17. The Recurrent Pattern radio buttons also have some corresponding keystrokes that you can use to activate the radio button directly. These individual keystrokes are as follows:
    • Daily is ALT D
    • Weekly is ALT W
    • Monthly is ALT M
    • Yearly is ALT Y
  18. Choose the correct setting for the scenario you are dealing with then press TAB to move and set the further options.
  19. When you have set the Recurrence Pattern press the TAB key to move to the Start field and check the date there. This should already be correct for the appointment you have set but if it isn't you can manually change it. Note that this Start edit field has a direct keystroke of ALT S.
  20. Press TAB to move away from the Start edit field. Focus will now be on the first of three radio button choices which determine how long the recurrence pattern is to run for. Use the DOWN and UP ARROW to move focus between the three radio buttons. The default choice is the first option, labelled No End Date, leaving this set means that the recurrence is ongoing. The second radio button option - labelled End After - lets you set a maximum number of occurrences after which the pattern ceases. The final option, End by, simply stops the recurrence when the date - set in the associated edit field - is reached.
  21. When you have chosen appropriately for your own event or appointment, TAB to the OK button. Your recurring appointment is good to go!

Some Example Recurring Appointments

Okay, not so fast! Let's get more of a feel for how some of these options work by throwing a few real world scenario's into the mix. We start with a fairly common example, the weekly team huddle meeting:

Creating a Weekly Monday Morning Meeting (Ongoing)

  1. Press CONTROL SHIFT A to create a new appointment.
  2. Complete the basic appointment information - Subject, Location, Start Date and Time, Finish Date and Time.
  3. Press ALT to the upper ribbon, choose the Appointment tab using the RIGHT and LEFT ARROW keys as necessary.
  4. DOWN ARROW to the Appointment tab lower ribbon and press the TAB key to move along to the Recurrence button. Press the SPACEBAR to activate this.
  5. In the Appointment Recurrence dialog box, press ALT W to select the Weekly recurrence pattern radio button.
  6. Press TAB to move to the Recur edit field and ensure that it is set to 1 - doing this ensures that the event occurs every week. (However, if the team meeting was every two weeks you would set this to 2.)
  7. TAB to the day checkboxes and press SPACEBAR to check the option associated with Monday.
  8. TAB again or press ALT S to move to the second Start field and check the Start date is correct.
  9. Press TAB again to the No End Date radio button - this is the option I want - so I TAB a few times more until I have focus on the OK button. SPACEBAR to confirm and focus goes back to the main appointment screen.
  10. Press ALT S to save the recurring appointment after a final check. We're done here!

Creating a Daily Event, From Now to a Specific Date.

  1. Follow the above steps to the Appointment Recurrence dialog box.
  2. Press ALT D to move to and activate the Daily recurrence pattern radio button.
  3. Press the TAB key and focus will move to the first of two radio buttons. Press the DOWN ARROW to move to and select the Every Weekday radio button.
  4. Move to the second Start field using the TAB key or by pressing ALT S. Press TAB to move to the associated radio buttons and press the DOWN ARROW to the third radio button option labelled End By.
  5. TAB twice to move to the edit field associated with this radio button and change the date as necessary.
  6. TAB to the OK button and press the SPACEBAR.
  7. Back in the main appointment dialog box, save your appointment after a final check through with ALT S. We're done here too!

Creating a Monthly Team Meeting, on the third Thursday (Ongoing)

  1. Follow the same steps as previous to the Appointment Recurrence dialog box.
  2. Press ALT M to move to and activate the monthly radio button.
  3. Press TAB to the Day radio button then DOWN ARROW to focus on the second of the two radio buttons. The specific keystroke for this is ALT E.
  4. Press TAB three times to focus on a combo box, tap letter T to change this setting to show "third".
  5. TAB once more to the next combo, again tap the letter T until the value shows "Thursday".
  6. TAB to the edit field and ensure it contains the value of 1.
  7. TAB to the second Start edit field or use ALT S. From there, TAB to the No End Date radio button and check that it is selected.
  8. Finish up by pressing TAB to move to the OK button, press SPACEBAR then save the main now recurring appointment using ALT S.

Creating recurring appointments can be a bit quirky at times but I hope these steps give you a few more keyboard strategies to help make the process a bit easier.

Have fun!

Thursday, 8 January 2015

Creating a Pie Chart - Excel 2007 - JAWS V15 - Percentage Formatting

Creating a Simple Pie Chart in Excel Using JAWS

What better way to start 2015 than with a short piece on how to quickly create a simple pie chart in Excel 2007 using JAWS. (Well, okay, I can think of more exciting ways but let's run with it anyway.)

Creating Some Example Data in Excel

First, we need some data to work with in Excel that is suitable to use for a pie chart. Maybe you already have something in mind but if you haven't let's quickly get some figures in a spreadsheet. I am going to create a pie chart based on data that is in non-contiguous columns, by doing this it means we have to work in a slightly funky way to select the right data. I could have gone for an easier columns side by side example but if there is one thing that real world spreadsheet experience teaches us it is that data is not always perfectly formatted and structured for whatever you need to do. So I'm going to show you a nifty way of dealing with this type of situation quickly.

The table of data I am going to create is as follows and the first heading "Items" is in cell A1. I'm going to leave the cells under the Percentage heading blank for now also as I'll be working them out shortly:

ItemsSalesPercentage
Books155
DVDs125
Magazines90
Totals

With the basic figures in place I want to work out the sales total figure and the percentage values in column C - time for a little bit of arithmetic! First, the sales total, this needs to go in cell B5 and, with focus on that cell, I use ALT EQUALS to create an Autosum. JAWS indicates the range details (in this case, B2 to B4) and, as this is correct, I press the ENTER key to confirm it.

With a total figure in cell B5, I can work out the individual percentage column values now with reference to this cell. I move the cursor to C2, type in the following formula and press ENTER:

=B2/$B$5
(equals B 2 forward slash dollar sign B dollar sign 5)

The cell is now showing a decimal value - 0.418918919 - not a percentage, though we'll sort this out soon. The next thing to do though is to apply this formula to cells C3 and C4. So, I press CONTROL C to copy the content in cell C2 and paste it in to cells C3 and C4. Column C now contains the following example data:

Percentage
0.418918919
0.337837838
0.243243243

Now I need to format the cells and transform the three decimal figures into percentages. First, I use the SHIFT ARROW key technique to highlight the three cells (C2 to C4) containing the values to be transformed.

With the correct range of cells highlighted I use the ALT key to go to the upper ribbon, then navigate to the Home tab and DOWN ARROW to the lower ribbon. Now I TAB through the commands until I get to the Number Format edit combo in the Number Group Box. Initially, this combo box displays the value of "General" so I use ALT DOWN ARROW to expand the drop down list and DOWN ARROW to move to the "Percentage" option. I press the ENTER key to confirm what I have done - the selected cells are now automatically formatted as percentage values.

Having done all this I save my workbook. I am now ready to start creating a pie chart using some of this data.

Creating a Simple Pie Chart

Pie charts are extremely effective with the right type of data. If you have gone through the previous steps for example, you will have a bunch of items in a spreadsheet with some corresponding sales figures expressed as percentage values - this is the kind of data that is ideal for a pie chart. So, let's walk through the steps of creating and reading a pie chart that shows the percentage information:

  1. The first step is to ensure you have your relevant data selected. In my example, I need to select the appropriate blocks of cells in columns A and C. As the cells are non-contiguous a quick way of doing this is actually via the Go to a Cell dialog box. Make a mental note of the ranges required, in my case here I need to remember the ranges A2 to A4 and C2 to C4 and then press CONTROL G. In the Go to a Cell dialog box, I type in the ranges as follows:
  2. A2:A4, C2:C4
    (A 2 colon comma C 2 colon C 4)
  3. Press the ENTER key to confirm the ranges and close the Go To... dialog box. JAWS will echo that two distinct ranges are highlighted and you can always recheck this if you feel it is necessary by using the JAWS keystroke of INSERT SHIFT DOWN ARROW.
  4. Press the ALT key to move to the upper ribbon and move to the Insert tab using the LEFT and RIGHT ARROW keys as necessary. Press the DOWN ARROW to focus in the lower ribbon and move along the commands until you locate the Pie button in the Charts Group Box.
  5. With focus on the Pie button, press the SPACEBAR to open the associated drop down list and use the DOWN ARROW to focus on the first 2D option. Press the ENTER key to confirm your choice. (By the way, if you are feeling a bit more adventurous, then by all means navigate to one of the 3D formats and choose that!)
  6. A pie chart will now be introduced to your worksheet and you should initially have focus on this, allowing you to read the main data. At this point, the safest option is to press the ESCAPE key to move focus away from the chart and back into the main worksheet area. (Remember that the chart object itself cannot be manually navigated to, in other words you can't simply arrow to the object to put focus on it.
  7. Having moved away from the chart, you can automatically focus back on it using the JAWS keystroke of CONTROL SHIFT O to list the objects in the current worksheet. From the list, choose the relevant object by pressing the ENTER key. Focus will now move directly to the chosen object, allowing you to read it with the formal JAWS chart reading keystroke of INSERT CONTROL C. (Remember to drop focus back to your worksheet after reading the chart by using the ESCAPE key.)
  8. This image shows the chart I have just created in Excel. The 2D pie chart is split into three distinct colour coded areas. The biggest chunk is blue for Books, red for DVDs with the smallest segment for Magazines in green.
  9. Something I tend to do is have my chart sitting in a separate worksheet. This is pretty easy to achieve, just select your chart via the CONTROL SHIFT O list, cut it to the clipboard with CONTROL X, move to another worksheet using CONTROL PAGE UP or DOWN, locate the destination cell you want, then paste the chart in to the new location with CONTROL V.
  10. Final thing - remember to save your work!

Practice, practice, practice and eventually you will really be comfortable with creating and reading charts in Excel. You might even want to go back through some of your older workbooks and see if there is any data in those that you can play around with and create some additional charts.

And that's it! Have fun with JAWS and charts in Excel and, yes, I promise, next time we'll do something a bit more exciting... LOL)

Tuesday, 23 December 2014

Constraining the Mouse Pointer - Zoomtext V10 - Keyboard

Constraining Mouse Movement in Zoomtext V10

Something I have always found irritating when working with text in a magnified environment is the free movement of the mouse. Often I want to move with the mouse along a straight X or Y axis but, instead of a straight line path, the free roam of the mouse tends to lead me all over the place. Nowhere is this more apparent than when I open a drop down menu, that meandering effect can be really frustrating!

Image showing the checked pointer constraint option in the Mouse page of the Navigation Settings dialog box.

Thankfully, Zoomtext has a checkbox setting that allows me to avoid this and force the mouse pointer into a straight line. This is how it works:

  1. Switch focus to the Zoomtext window. You can use the keystroke of CONTROL SHIFT U to move directly to the Zoomtext user interface.
  2. Tap the ALT key to move to the main Menu Bar and navigate to the Settings menu.
  3. Open the Settings menu with the DOWN ARROW or ENTER key.
  4. With the Settings menu open, press the DOWN ARROW to move to the Mouse... item.
  5. Focus will now be on the Mouse page of the Navigation Settings dialog box. Press the TAB key to move to the checkbox labelled "Hold the SHIFT key to move only horizontally or vertically". Press the SPACEBAR to check this checkbox.
  6. Press the TAB key to move to the OK button and press the SPACEBAR to confirm.

Now that the setting is active it is time to test it out! Open a menu for example then hold the SHIFT key down before you start to navigate. Notice how the mouse pointer moves in a rigid vertical line for as long as you hold the SHIFT key - instead of it meandering around unrestricted when you try to navigate. Pretty neat!

Thursday, 18 December 2014

Excel 2007 - Keystrokes - Applying a Basic Filter

Applying a One Column Single Match Filter in Excel Using Keystrokes

We normally associate Excel spreadsheets with columns and rows of numerical data but for a lot of people Excel is used to capture other text-based stuff, such as the output from surveys or even contact information. Now, I don't want to open the can of worms argument about whether a single Excel spreadsheet is the right or wrong place to store data like that but, the fact is, it happens a lot. And when you collate data like this in Excel, you're really going to want to know at least a little bit about filtering.

What is a Filter?

You'll probably hear about sorting and filtering at some point if you go anywhere near Excel. The basic difference between the two is that while sorting will reorder your data, filtering can actually hide data that doesn't meet the conditions you've specified. So, filtering is much more useful when you need to narrow down your data and work on a smaller set of information.

Let's run through an example but first we need to have some data to work with. I am going to use the following details in Excel and I have popped a few of the cell references in the heading cells so you can understand where the data sits in the spreadsheet. However, there really isn't much choice here because, when you are working with data lists, your heading row should always be in row 1, with your data starting immediately in row 2.

Have a bash at recreating my example data below in Excel. Alternatively, choose one of your own files or create your own set of data to use:

Surname (A1)City (B1)Type (C1)Books (D1)Reference (E1)
Wilson (A2)Birmingham (B2)Mail (C2)2 (D2)A1 (E2)
Smith (A3)Glasgow (B3)Email (C3)5 (D3)A3 (E3)
JordanLondonMail1A1
FranksGlasgowEmail4A2
DaltonLondonMail2A3
JamesBirminghamEmail5A2
BartonLondonMail4A3
FultonGlasgowEmail3A2
HarrisBirminghamMail4A1
SimonsNewcastleMail3A1
FerrisBirminghamEmail5A2
TaylorNewcastleEmail4A3
FrancisGlasgowMail2A2

Now that we have our data let's play with some filters in Excel.

Applying a One Column Single Match Filter in Excel

As I mentioned earlier, the whole point behind filtering is to hide the data that doesn't match the specific criteria you have set. In our example data table, I might want to filter out all of the data that doesn't match a specific city, or match a specific mail type or even filter out the Book column where the values are less than a specific amount. Let's go through applying a filter using the City column:

  1. Tap the ALT key to move the focus to the upper ribbon in Excel.
  2. ARROW RIGHT to the Data tab then DOWN ARROW to the lower ribbon.
  3. Press the TAB key to move focus eventually into the Sort and Filter Toolbar. Keep pressing TAB until you have focus on the Filter button, which will currently be inactive.
  4. With focus on the Filter button, press the SPACEBAR to activate it.
  5. NOTE: When you activate the Filter button it places a small clickable arrow graphic in the bottom right corner of each cell in the title row. This is a small visual indication that the filter feature is currently active and these drop down menus can be accessed for each cell using ALT DOWN ARROW.

  6. When you apply the Filter feature, the keyboard focus will return to the worksheet area. Use the ARROW KEYS as necessary to move to cell B1 and open the drop down menu for the title cell using ALT DOWN ARROW.
  7. DOWN ARROW through the drop down menu and you will eventually arrive at a tree view object labelled Select All, which will be checked. Use your SPACEBAR to uncheck this item and, when you do this, all the other checkboxes in the tree view are automatically unchecked too.
  8. Now DOWN ARROW again and move through the other options - notice how all of the individual Cities are available for you to choose from.
  9. Pick a city by tapping your SPACEBAR to check the relevant box.
  10. After you have checked one of the options then press the TAB key to move to the OK button and press the SPACEBAR to confirm.
  11. Focus returns to the worksheet but this time you should notice some differences. If you are using a screenreader for example you will notice that the cell references suddenly make no sense and that is because a portion of the data is now hidden from view. Similarly, on visual read through of the data, a potentially huge chunk will now be missing. In my case, filtering on the one city, I only have two rows remaining in the Worksheet that match "Newcastle".

Well done! Your filter is set and active.

Turning the Filter Feature On and Off

Generally you have two options here, these are:

Turn the Filter Feature Off Completely

  1. Tap the ALT key to move the focus to the upper ribbon in Excel.
  2. ARROW RIGHT to the Data tab then DOWN ARROW to the lower ribbon.
  3. Press the TAB key to move focus to the Filter button - which will be enabled - and press the SPACEBAR to deactivate it. The Filter feature is now completely disabled and your data is back to normal.

Leave the Filter Feature Active But Display All Data

  1. Move to the cell column title that you are currently filtering by and access the drop down with ALT DOWN ARROW.
  2. Keep pressing the DOWN ARROW until you have focus on the tree view section as before, specifically the Select All option. Use the SPACEBAR to check this.
  3. With focus on the Select All checkbox, press the SPACEBAR to check it.
  4. Press the TAB key to move focus to the OK button and press SPACEBAR again to confirm.
  5. Focus will now return to your worksheet with all the data revealed again although the filter feature itself is still active.

So there you go, a one column, single match filter. In a future post we will take the filtering on a bit further and look at multiple columns, working with the filtered data in the worksheet and applying some custom text filters. Have fun!

Thursday, 4 December 2014

Accessing Further Actions for Messages Posted in Facebook - VoiceOver

Facebook App: Opening the Actions Menu for a Message Post

A topic that crops up for many new users of the Facebook app on iOS is how to interact with a message post - such as how to edit or even delete a post you've just made.

Now, there are actually some different approaches you can take but the easiest and most common route to achieve these kinds of tasks is to use the Actions Menu. This is how it works:

  1. Locate a message post that you have created in Facebook or, alternatively, post something to your timeline that you can use to play with.
  2. Focus on this post using the ONE FINGER SCANNING technique or by SWIPING LEFT or RIGHT as necessary.
  3. With the post in focus, use the TWO FINGER TAP gesture and you should hear VoiceOver say "alert, choose an action." This indicates that the main Action Menu is open.
  4. SWIPE RIGHT and move through the options in the menu. Although the options will vary depending on context, you should find items such as: Like, Comment and More.
  5. Focus on the More menu option and DOUBLE TAP to activate.
  6. Focus will now move to the additional options allowing you to choose from further actions, such as Edit and Delete. Choose as necessary and you're done!

Remember that you can also use the main links for liking and commenting on a post if you find the Actions Menu tricky to use.

Have fun!

Wednesday, 3 December 2014

Abbreviations - JAWS V15 - Dictionary Manager

Expanding Abbreviations Using the JAWS Dictionary Manager

The language of the Web can often be a bewildering place, where sometimes obscure abbreviations litter the most seemingly normal of conversations. TBH and AFAIK PPL have their favourite slang terms and, FWIW, there is an expectation that others understand what is being said. For sure, these are the days of knowing your HTH from your IDK and your TYVM from your YOLO. LOL. (Okay, I'm sure you've got the message...)

The reality for many of us is very different! When it comes to reading text with JAWS, these kinds of abbreviations can often be a real PITA. And not just slang, the whole tech world vocabulary hangs on abbreviations. Thankfully though, we can use the Dictionary Manager to make things more palatable by expanding these often obscure abbreviations. Doing this means that when JAWS encounters an abbreviation - LOL for instance - the screenreader actually reads out "laugh out loud".

This screengrab shows the JAWS Dictionary Manager dialog box, which contains the fields where you can specify a word and then completely change the way the screenreader pronounces it.

Before we can achieve this though, you need to supply the new phonetics for the Dictionary Manager. Let's run through how this is done now:

  1. Open the Dictionary Manager using the keystroke of INSERT D. Alternatively, access the Dictionary Manager via the Run JAWS Manager listbox which you can launch via the keystroke of INSERT F2.
  2. With the Dictionary Manager open, press CONTROL SHIFT D to open the main default JDF settings. While you can create individual dictionary files per application, it makes more sense to have the pronunciations all stored as defaults so they are used across all applications.
  3. Use the TAB key to move around the main options in the dialog box, notice the Add button, Delete button and the main treeview.
  4. When you have finished exploring, activate the Add button by either focusing on it and using SPACEBAR or using the hotkey of ALT A.
  5. Focus now moves to the Actual Word edit field in the Add Dictionary Definition dialog box. This is where you type in the word that requires a different pronunciation. In my case, I want to change how JAWS reads the Web slang AFAIK, so I type afaik into the edit field and press TAB to move on.
  6. Focus now moves to the Replacement Word edit field and in here I type in the full phonetic text for AFAIK which is As Far As I Know. Remember that this field is concerned with appropriate phonetics - not to be confused with correct spelling - so, use capital letters and additional letters to create a correct pronunciation. For example, with AFAIK I could also type the replacement words as follows: As Far As I No.
  7. From the Replacement Word edit field press the TAB key to move all the way to the Applies To Language combo box - ignore the different Play Sound options for now, we will revisit and play with those in a future post. In the Applies To language combo box make sure it is set to the default of "All Languages."
  8. Press TAB once more to move focus to the Speak Replacement Word Using Language combo box and check that this is set to Default.
  9. Press TAB again and move past the Case Sensitive checkbox - leave this unchecked - to focus on the OK button. Press the SPACEBAR to confirm your entry and close the dialog box.
  10. Focus will now return to the main Dictionary Manager dialog box so tap the ALT key and open the File menu. Press the DOWN ARROW until you hear Save and use ENTER to activate this. When you have saved the file, press ALT F4 to close the Dictionary Manager dialog box completely.

Now give it a bash! Open a new document in MS Word and type some text in that contains AFAIK. On read through, JAWS will now repeat your new text and not simply read a string of letters!

This is only the tip of the iceberg in terms of what the Dictionary Manager is capable of but I hope it is enough to get you experimenting!

Have fun!

For more information on JAWS visit: www.freedomscientific.com

Tuesday, 2 December 2014

Autotext - Building Blocks - NVDA - Keyboard - Office 2007

Creating a Simple Text Building Block in MS Word 2007

One of my favourite all-time features in MS Word is autotext and I use it extensively to store chunks of text I need to repeat in my documents. Using autotext means that I can avoid having to either manually type in all the text again from scratch (and redo any necessary formatting) or avoid the other manual option of locating the text in another document and then copying pasting into the new one. In short, autotext saves me a fair bit of time and lets me avoid a few hassles - which is always good.

In Word 2007 and above the older standalone autotext feature now finds residence in the general Quick Parts functionality available via the Insert tab. Let's run through a basic example here such as a standard sign-off with a few contact details so that you can get a feel for how this feature works. I've got NVDA running as I do this but any reasonably competent modern screenreader should be fine with this:

Save Text as an Autotext Building Block

First thing we need to do is get some content in the document so launch MS Word 2007 then do the following:

  1. Press ENTER a couple of times to introduce two blank paragraphs into the document.
  2. Now imagine that you are creating a standard signing-off section that contains a few pieces of contact information - though whether you make this real or fictitious is entirely up to you. Type in details such as: your name, job title, telephone number and an example web address. I have typed in the following example text:
  3. Mr P. K. Small
    Senior Gobstopper Chef
    Telephone: 566 878787
    URL: http://www.funnysmilesweets.com
  4. Format the text as necessary: change the fonts, change the size of some of the text, change the style of the text, change the alignments and so on. In my example I have kept everything left-aligned and the same size but I have applied some "bold" styling to my name text.
  5. Carefully select all of the text in the page using the SHIFT and ARROW KEY method. Remember that you can also include the two blank paragraphs if you wish.
  6. Check your selection if necessary. Within NVDA use INSERT SHIFT UP ARROW to check a selection, with JAWS use INSERT SHIFT DOWN ARROW).
  7. When you have confirmed the selection, press ALT F3. Focus will move to the Name: edit field in the Create New Building Block dialog box.
  8. This image shows the standard Create New Building Block Dialog Box, containing the Name, Gallery, category, description, Save In and Options fields.
  9. The Name edit field is important. Whatever you input here is the name you will type into your document when you need to recall the autotext. So, make the name something concise and meaningful - not a cryptic name (you may forget it) or a long, long string of text either (the whole point of autotext is to save time...) In my example, I have changed the default text supplied in favour of a more appropriate name: "signoff".
  10. Pressing TAB from the Name edit field moves the focus to the Gallery combo box. A gallery is a particular storage category for the building block you are creating - in this case here we are creating autotext so it makes the most sense to save the text in that specific gallery.
  11. The next field is labelled Category and you have the option here of using the supplied category of General or creating your own category. In this example, the General category is fine so ensure this is selected and TAB on to the next field.
  12. The Description multi line edit field is next. Although this is optional it is useful to have some level of description in here for the text you are storing, especially if you plan on creating a lot of these building blocks.
  13. Pressing TAB once more moves the focus to the Save In: combo box. Here you have two main options for where you want your new autotext to be physically stored. In most cases, the default setting of Building Blocks.dotx should be fine although you may want to store everything in your Normal.dotm template. Generally though I advise against this as it creates a single point of failure - your Normal template tends to be where you have all your Style and macro information embedded as well.
  14. Pressing TAB moves the focus to the final field in the dialog box labelled Options. This combo box contains a choice of three items that determine how your autotext is pasted back into the document. The available options are:
    • Insert Content Only
    • Insert Content in its Own Paragraph
    • Insert Content in its Own Page
    Choose as necessary then TAB to the OK button and press SPACEBAR. Your autotext is ready to roll!

Accessing and Pasting Your Autotext

Now that you have some custom autotext stored and ready to use, let's give it a test run in a new document:

  1. Create a new document in MS Word.
  2. Type in a few sentences and move to a blank line.
  3. Type in the first few letters of the name of the autotext you have just created. (In my example the name I supplied was "signoff" - so I type signoff into the page.)
  4. Immediately after you have typed your chosen autotext name - or the first few letters of it - press the F3 key.
  5. When you tap F3, providing the name of your autotext is correctly recognised, you should find that the full stored autotext is automatically inserted at the cursor.
  6. Check your autotext and correct any line spacing if necessary. Notice that the autotext is inserted based on the settings you supplied in the Options combo box - so if you chose to insert the text in a new page you should now have a two page document.
  7. That's all there is to it! How cool is that? Now you might want to explore whether putting your galleries in the quick access toolbar is a good idea...

That's it for now - have fun!

For more information on NVDA please visit: www.nvaccess.org