Microsoft Word basics: features, tools, and functions explained

Microsoft Word is Microsoft's word processor for creating, editing, reviewing and sharing documents, and its features sit on a ribbon of tabs: Home for text formatting, Insert for tables and pictures, Layout for pages, Review for proofing and tracked changes, and more.

This overview shows where to find and open Word, how saving works, what every standard tab does, which tabs appear only in context, and where Microsoft's free beginner training lives.

Microsoft Word basics in five steps

These steps take you from a closed app to a saved, formatted document in Word for Windows.

  1. Select Start, type Word, and open Word from the results.
  2. Select Blank document, or click a template to preview it.
  3. Type your text, then select it and pick a heading or body style on the Home tab.
  4. Add a table or picture from the Insert tab, and set margins or orientation on the Layout tab.
  5. Select File > Save As, choose OneDrive or a folder on This PC, type a descriptive name and select Save.

What is an overview of Microsoft Word?

Word runs as a desktop app on Windows and Mac and as Word for the web in a browser, which works with files stored on OneDrive or SharePoint. You can get Microsoft Word as a student at no cost through many schools, and paid options are listed with the current Microsoft Word price.

Term What it means in Word
Ribbon The set of toolbars across the top of the window, grouped into tabs
Backstage view The File tab screen for New, Open, Print, Share, Options and Account
Template A ready-made document with preset themes and styles
Quick Access Toolbar A small toolbar with shortcuts such as Save
.docx Word's default file format
Compatibility Mode Shown in the title bar when a file was made in an older Word version
Read Mode A view that hides most tools for distraction-free reading
Track Changes Marks additions, deletions and formatting changes for review

Finding Microsoft Word

Word is part of Microsoft 365 and is also sold as a standalone app. If it is not on your PC yet, download Microsoft Word first.

  1. Select Start on the taskbar.
  2. Type Word in the search box.
  3. Select Word in the results to open it.
  4. If no result appears, Word is not installed on this PC; install it from your Microsoft account or use Word for the web with a OneDrive file.

Opening Microsoft Word

  1. Open Word from Start or the taskbar.
  2. Pick a recent file from the list on the start screen, or select Open to browse for a file that is not listed.
  3. To start fresh, select Blank document, browse a template category, or type into the template search box and press Enter.
  4. Inside an open document, select File > New to start another document, or File > Open to open an existing one.
  5. Press Esc or select the back arrow at the top left to leave the File screen and return to the document.
Microsoft Word basics: features, tools, and functions explained
Select Blank document to start fresh, or search the online templates box and press Enter to find a ready-made layout. (Image: Microsoft)

Saving your document

Microsoft 365 subscribers get AutoSave, which saves every few seconds and is on by default for files stored on OneDrive or SharePoint. Files on your PC are saved manually, with AutoRecover as a safety net.

  1. Select File > Save As (newer versions show Save a Copy once a file is saved to the cloud).
  2. Choose OneDrive for personal cloud storage, your work OneDrive for work files, or This PC or Browse for a local folder.
  3. Type a descriptive file name, such as the project and date, instead of the default first line of text.
  4. Leave Save as type on the default .docx format unless someone needs a different format such as PDF.
  5. Select Save, then use Save on the Quick Access Toolbar for later saves.
Microsoft Word basics for saving: File > Save As with OneDrive and This PC
Choose OneDrive for cloud storage, or This PC or Browse for a local folder, then type a descriptive file name. (Image: Microsoft)

Microsoft Word tabs overview

The ribbon groups commands into tabs, and each tab into labelled groups. You can also show, hide or customize the Word ribbon to fit how you work.

You want to Open this tab Example command
Format text, apply styles, find and replace Home Styles, Replace
Add tables, pictures, charts, headers, page numbers Insert Table, Pictures
Change the look of the whole document Design Themes, Watermark
Set margins, orientation and breaks Layout Margins, Breaks
Build a table of contents References Table of Contents
Send letters, labels, envelopes or emails in bulk Mailings Start Mail Merge
Proofread, comment and track edits Review Spelling & Grammar, Track Changes
Read, navigate and change views View Read Mode, Navigation Pane
Get help with Word Help Help content and support
Save, print, share, set options File Save As, Print, Options

The Home tab

Home is where Word opens and where most everyday formatting happens.

Group or command What it does
Font Font, size, bold, italic, underline and color for selected text
Paragraph Bullets, numbering, alignment, Line and Paragraph Spacing, Shading and Borders
Styles Heading 1, Heading 2, Normal and other styles; the More button expands the gallery
Find and Replace Search the document (Ctrl + F) and swap text in bulk (Ctrl + H)
Show/Hide Shows paragraph marks and section breaks so you can see hidden formatting

Heading styles do more than change the look: the table of contents and the Navigation pane both read them.

The Insert tab

Command What it adds
Table A grid you drag to size, or the Insert Table dialog, Draw Table and Convert Text to Table
Pictures Images from This Device, Stock Images or Online Pictures
Chart A chart with an editable data sheet
Header and Footer Repeating text at the top or bottom of every page
Page Number Page numbers in the header, footer or margins
Page Break Starts the next content on a new page
Object Embeds another file, such as a PDF, with Create from File

Insert also holds the picture and object tools you need to add a signature in Word.

The Design tab

Command What it changes
Themes Fonts, colors and effects across the whole document; point to a theme to preview it
Watermark Faint text such as DRAFT, CONFIDENTIAL or DO NOT COPY behind the page; Custom Watermark adds a picture or your own text
Page Borders A border around each page, applied per section, with Options for spacing

The Layout tab

Command What it sets
Margins Preset margins, or Custom Margins for exact values; margins apply to the current section
Orientation Portrait or Landscape
Breaks Section breaks: Next Page, Continuous, Even Page and Odd Page
Page Setup dialog launcher The full Page Setup dialog, including applying landscape to selected text only

Word for the web shows this tab as Page Layout and cannot add section breaks.

The References tab

References handles long-document tools. Its best-known command builds a table of contents from your heading styles.

  1. Apply Heading 1 or Heading 2 from Home > Styles to each heading you want listed.
  2. Click where the table of contents should go.
  3. Select References > Table of Contents and choose an automatic style.
  4. After editing, right-click the table of contents and choose Update Field.

Missing entries almost always mean the heading text was formatted by hand instead of with a heading style.

The Mailings tab

Mailings runs mail merge: one main document combined with a list of names and addresses from Excel, Outlook contacts or a new list.

Command What it does
Envelopes Prints a single envelope with delivery and return addresses
Start Mail Merge Picks the document type: letters, email messages, envelopes, labels or a directory
Select Recipients Type a New List, Use an Existing List or Choose from Outlook Contacts
Insert Merge Field Places a field such as first name; Address Block and Greeting Line insert ready-made sets
Preview Results Shows each merged record with Next and Previous
Finish & Merge Print Documents, Edit Individual Documents or Send Email Messages

Word for the web keeps a merge document's settings but cannot run the merge; use the desktop app.

The Review tab

Command What it does
Spelling & Grammar Opens the proofing pane; F7 opens Editor directly
Word Count Counts words, characters, paragraphs and pages
Tracking > Track Changes Marks additions with underline and deletions with strikethrough, per author color
Track Changes > Just Mine / For Everyone Chooses whose edits are tracked
Lock Tracking Uses a password so others cannot turn tracking off
Markup list Simple Markup, All Markup, No Markup or Original
Show Markup > Balloons Shows revisions in the margin or inline

There are several ways to find the word count in Word, including the status bar at the bottom of the window.

The View tab

Command What it does
Read Mode Hides most tools for reading; move with Page Up/Page Down, the arrow keys or the scroll wheel
Edit Document Leaves Read Mode and returns to editing
Print Layout and Web Layout Page-accurate and web-style views; tracked-change balloons need one of these
Navigation Pane Opens a side pane with Headings, Pages thumbnails and search Results (also Ctrl + F)

The Help tab

Help collects Word's built-in help in one place, and the same content is reachable from the keyboard and the search box.

  1. Select the Help tab on the ribbon to see the help commands your version offers.
  2. Press F1 at any time to open the Help pane for Word.
  3. Type a question into the search box at the top of the window and choose Get Help on for help articles on that phrase.
  4. On the File screen, select the question mark button at the top right to open help from Backstage view.

The Acrobat tab

The Acrobat tab is not part of Word. It is added by Adobe Acrobat's add-in when Acrobat is installed on the same PC, because Office add-ins can place their own commands on a custom ribbon tab.

Your situation What to use
Acrobat is installed and you see the tab Its PDF commands to create a PDF from the open document
No Acrobat tab File > Save As (or Save a Copy) > Browse, then choose PDF in Save as type
Word for the web File > Export > Download as PDF
Tab was there and vanished Check that the Acrobat add-in is still installed and enabled in Word

Contextual design & formatting tabs

Contextual tabs stay hidden until you select a particular object, then appear at the right end of the ribbon. Click back into body text and they disappear again.

Select this Tab that appears Typical commands
A table Table Design and Table Layout Table styles, borders, insert rows and columns
A header or footer Header & Footer Different First Page, Link to Previous, Close Header and Footer
A picture Picture formatting tab Wrapping, size, styles and Layout Options
A chart Chart tabs Chart Elements, Chart Styles, Chart Filters

Word for the web uses a single-line ribbon that shows one combined Table tab instead of two.

How to turn on the Developer tab in Word

The Developer tab is hidden by default. It holds form controls such as check boxes and drop-down lists, plus macros.

  1. Select File > Options.
  2. Select Customize Ribbon.
  3. Under Main Tabs, select the Developer check box.
  4. Select OK to add the tab to the ribbon.
Turn on the Developer tab in Word under Customize Ribbon Main Tabs
In File > Options > Customize Ribbon, tick Developer under Main Tabs and select OK to add it to the ribbon. (Image: Microsoft Q&A)

How to use Copilot in Word

Copilot in Word adds AI tools beside the ribbon: it drafts new content, rewrites selected text, and summarizes long documents from a chat pane. It needs an eligible Microsoft 365 subscription or a Microsoft Copilot license, and your organization's settings can hide it.

  1. Open a document in Word.
  2. Select the Copilot button in the corner of the document. The chat pane opens with Edit mode turned on.
  3. To start a draft, type a prompt that describes the outcome you want, such as an outline for a project update, and name any source material.
  4. To improve existing text, select it and choose a preset option such as Rewrite, or describe the change in your own words in the chat pane.
  5. To understand a document without changing it, select Chat only and ask for a summary, key takeaways or action items.
  6. Review what Copilot produces, then keep it, discard it, or refine it with a follow-up prompt.

Type / in the chat pane to point Copilot at a specific document, email or meeting. In a shared document, Copilot previews its suggested changes in the chat first and adds nothing until you approve them.

Copilot supports fewer languages than the Word interface, so if you do not see it, check your license and language as well as your organization's settings.

Microsoft Word basics training manual

Microsoft publishes free Word training on its support site, organised as short lessons, and Word itself ships practice templates.

Lesson or resource What it teaches Where
Create a document in Word Blank documents, templates and template search Microsoft Support, Word training
Save your document to OneDrive Save As to OneDrive, naming files Microsoft Support, Word training
Design and edit in Word Styles, themes, find and replace Microsoft Support, Word training
Track changes in Word Review, markup and locking Microsoft Support, Word training
Welcome to Word A hands-on practice document File > New in desktop Word
Insert your first table of contents A guided table of contents exercise File > New, search table of contents

Microsoft Word features FAQ

What is an overview of Microsoft Word?

Microsoft Word is a word processor for creating, editing, reviewing and sharing documents. Its commands sit on a ribbon of tabs, documents save as .docx by default, and it runs on Windows, Mac and in a browser as Word for the web.

What are the features of Microsoft Word?

Word's main features are text and paragraph formatting, styles and themes, tables, pictures and charts, page layout controls, tables of contents, mail merge, spelling and grammar checks, tracked changes, comments, and saving to OneDrive with AutoSave for Microsoft 365 subscribers.

What are the basic features of Microsoft Word for beginners?

Beginners need five: templates and blank documents, the Font and Paragraph groups on the Home tab, heading styles, the Insert tab for tables and pictures, and File > Save As. Everything else builds on those.

What are the special features of Microsoft Word?

Features that set Word apart from a basic editor include mail merge for bulk letters and labels, automatic tables of contents, tracked changes with locked tracking, watermarks, section-based layouts, and real-time co-authoring on files stored in OneDrive or SharePoint.

What features does Word for the web have?

Word for the web saves changes automatically, shares through File > Share, supports comments and co-authoring, and inserts headers, footers and page numbers. It cannot run a mail merge or add section breaks, so use the desktop app for those.

What is the default file format in Microsoft Word?

Word saves documents as .docx by default. You can choose another format, such as PDF, from the Save as type list in the Save As dialog. Files from older Word versions open in Compatibility Mode.

How do I open Microsoft Word on Windows?

Select Start, type Word, and open Word from the results. On the start screen, pick a recent file, select Open to browse, or select Blank document to start a new one.

Bottom line: which Word features to learn first

Learn the Home tab's styles, the Insert tab and File > Save As first, then add Layout and Review as your documents grow. Heading styles feed the table of contents and Navigation pane, Insert covers almost every object you add, and saving to OneDrive switches on AutoSave and sharing.

Philip Celasco

Philip is a Texas-based technology writer and IT administrator at Techdows.com with more than 10 years of experience creating practical content for everyday users and professionals. He specializes in web browsers, particularly Chromium-based platforms such as Google Chrome, Microsoft Edge, Brave, and Opera. Through his work as an IT administrator, Philip has hands-on experience managing devices, configuring browser policies, troubleshooting software and network issues, and helping people resolve problems that affect productivity and security. His articles are based on practical testing and real-world technical experience. He covers browser settings, extensions, performance problems, privacy controls, security features, and Windows troubleshooting. Outside work, Philip enjoys the quieter side of life in Texas and stepping away from the screen when he can. He has two kids, two cats and loves to play golf with his mother during the weekends.

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