Using Master Documents

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At its most basic level, a master document holds several separate files together. You might create a master document to handle the following projects:

• A book-length manuscript in which each team member writes and edits one chapter.

• A grant proposal in which different committee members are responsible for different pieces (for example, your executive director writing the Executive Summary, your financial officer providing the budget, and your development committee chairperson writing the objective and evaluation sections).

• An annual report that's a compilation of a number of different sections, including the introduction, the program descriptions, the donor thank-you section, and letters from clients served. Each person on your publications team could research and write a different piece of the report.

• A technical manual that's a collaborative effort between your IT department and a technical illustrator. After each chapter is written, you can send it as a subdocument to the illustrator, who can create and place the illustrations, and then return the subdocument to be integrated into the master.

  Cross-Reference 

  Master documents and subdocuments create a great opportunity for you to use Word's team review and collaboration features. For more about tracking, comparing, and integrating changes in a collaborative document, see Chapter 24, "Working and Collaborating Online."

No matter what type of project you're working on-whether you're working with a team or doing it all yourself-you can use master documents to do the following things:

• Keep track of disparate sections and open and print them all rather than working with individual files

• Display and collapse subdocuments to switch between views easily

• Coordinate pieces of a project that are distributed to other team members

• Review and easily reorganize a long document

• Control styles, margins, and other formats throughout a long document

• Work with a long document as a whole for operations such as printing, checking spelling, and using the Find and Find And Replace features

What's in a Master Document?

In Chapter 10, "Outlining Documents for Clarity and Structure," you worked in Outline view to create, check, and change the basic organization of your document. The idea behind master documents builds on this basic philosophy and takes it to a higher level. By working with the "big picture" of your document, you can easily see how your sections or chapters compare, what needs to be moved, and which pieces you want to assign to other team members. The best place for this big picture approach is Outline view. That's where you'll do all your work with master and subdocuments.

When you first change to Outline view, either by choosing View, Outline or by clicking Outline View to the left of the horizontal scroll bar, the Outlining toolbar appears. On the toolbar, you'll see the master document buttons. Table 20-1 introduces these tools.

Note 

For a review of the other buttons on the Outlining toolbar, see Chapter 10, "Outlining Documents for Clarity and Structure."

Table 20-1: Master Document Buttons

Button	Button Name	Description
	Master Document View	Switches the display to master document view so that you can see subdocument icons
	Collapse Subdocuments	Limits the display of subdocument sections to their heading levels
	Create Subdocument	Creates a subdocument of the current selection
	Remove Subdocument	Removes the subdocument designation and returns the selection to being a normal part of the master document
	Insert Subdocument	Inserts an existing document as a subdocument
	Merge Subdocument	Puts two or more selected subdocuments together
	Split Subdocument	Divides a subdocument into two subdocuments
	Lock Document	Secures the subdocument so that no further changes can be made

Master documents can include text, graphics, charts-anything you put in your documents. One of the best things about working with master and subdocuments is the ability to build documents from segments and vice versa. Once you set up your master document to include subdocuments, you'll see a number of items in Outline view, as shown in Figure 20-1:

Figure 20-1: Working with master documents in Outline view, you can easily see and work with the subdocuments you create.

• Subdocument icons Once you create a subdocument from a selection in a document, Word displays the subdocument with an icon in outline form.

• Document text When the master document is fully expanded, you can see everything in your document, all the way to text level.

• Subordinate headings The subdocument headings enable you to see at a glance how your document is organized. You can also easily determine how to assign the various portions to other team members.

• Master and subdocument buttons on the Outlining toolbar Any time you work in Outline view, the master and subdocument buttons are available at the right end of the Outlining toolbar.

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