Microsoft Word
Action Items
Ensuring accessibility in Word is essential for creating inclusive and usable documents. Refer to the Accessibility Checklist to verify that your file meets the needs of all readers. In addition, Word users must complete the following action items to fully achieve accessibility standards.
All documents should have the title and language set in Document Properties. The title should be concise and meaningful, reflecting the document's purpose. The title can be used to quickly identify the intent of a document without opening it. Meanwhile, the document language indicates the spoken language in which the text is written. Correctly set language properties allow screen readers and assistive technologies to accurately read and interpret the content.
Add Metadata
A document's title and language is part of its metadata. Metadata is the descriptive information embedded within a file that helps identify and organize the document. This data is not visible to the eye; rather, it is contained within the code. Additional metadata includes the author's name, a subject description, and keywords. This metadata helps users and systems quickly locate the document in a library, database, or search engine by matching the keywords to search queries. In Word, this additional data can be entered in the same dialogue box as the document title.
Headings are signposts that structure text documents and allow readers to more easily navigate their way around a document. More than simply just bolded or italicized words, headings provide extra information about the structure of the document at the code level. To enable screen readers to read your Word files correctly, you will need to create headings that identify titles and major sections of your document. For more information, see Microsoft Support's documentation on Adding Headings.
Demonstration: Creating Headings in Microsoft Word
Watch TTaDA's Introduction to Creating Headings in Microsoft Word.
Using Styles to Apply Headings
Creating headers in Word involves more than simply bolding or emphasizing text. Instead, headings are managed by what word calls styles, built-in formatting characteristics that can easily be applied to text. Styles can be applied one of two ways in Word.
Using the Styles Ribbon
Select the appropriate heading level using the Styles toolbar on the Home Ribbon.
Using the Styles Pane
If you prefer, you can also open the Styles options in a pane at the side of your screen. Select the Styles Pane at the right-hand side of the Styles Ribbon. The pane will open on the right-hand side of your document.
Modifying Styles
Word Headings are preformatted, but you can easily customize the visual appearance of your headings across an entire document. Take Heading 1 as an example:
- Set the font, color, spacing, etc., to what you would like Heading 1 to be.
- Highlight the correctly formatted text.
- Right-click on Heading 1 in the Ribbon (or the Styles Pane), and click Update Heading 1 to Match Selection.
- Now each Heading 1 will use your preferred formatting. You should see that all Heading
1 text has changed throughout your document. (You can also
click Modify for more formatting options.)
Alternative text (or alt-text) is the short written description that typically appears in place of an image on a webpage or in a document. The purpose of alt-text is to textually describe a visual image in such a way that someone who can't see the image can understand that image's meaning. This is especially important for screen reader users. When screen readers encounter images in word, they read them as images. Unless alternative text (alt-text) describing what is in the image, chart, or graph is provided, a screen reader will simply announce “Image” and move on.
To set the alt-text of an image, chart, or graph in Word, follow the instructions outlined in the tutorial below.
Automatic Alt-Text
Microsoft Office automatically generates alt-text for images, either using artificial intelligence, or inserting the filename or URL that the image originally came from. Automatically generated alt-text is, at best, only a guestimate. At its worst, automatic alt-text is actually more harmful than helpful. It's important to check alt text manually to ensure that if offers a helpful description.
Demonstration: Adding Alt-Text in Word
Watch TTaDA's Introduction to Creating Alternative Text in Microsoft Office.
Ensure that text, diagrams, charts, and other meaningful content meet a contrast ratio of at least 4.5:1 for regular text. For large text (18+ pt or 14+ pt bold), a minimum contrast ratio of 3:1 is acceptable. Use online contrast checkers like WebAIM to ensure compliance with accessibility standards.
Descriptive links provide users with proper context for links. In other words, they tell the user exactly where they will go if they click on a descriptive link. This ensures all users can easily understand and navigate your document. Descriptive link text is especially important for people using assistive technology. Screen reader users navigate documents by either tabbing through links or viewing a links list, which takes the link out of the context of the surrounding text. Additionally, people using voice recognition also rely on precise link text to navigate efficiently.
- For more information on descriptive links, download our Guide to Writing Descriptive Links.
- To add and format links in Word, follow the instructions outlined in Tutorial: Descriptive Link Text in Microsoft Word.
When creating tables in Word, simplicity is key. Complex table designs can confuse users of assistive technologies. To ensure table accessibility, follow these best practices:
- Build all tables in the original document. Avoid drawing, importing, or inserting tables as an image file.
- Use tables for data only, not for layout purposes.
- Use a simple table structure with a clearly marked header row and first column.
- Avoid using blank, merged, and split cells. These can create issues for screen reader users, who may not be able to navigate the table in a logical reading order.
Setting Table Header Row
A table header row is the top row of a table that acts as a title for the type of information users will find in each column. You are probably used to bolding or italicizing information in table header rows, but this alone does not enable screen readers to recognize and read aloud header information. Table headers must be marked at the code level so the change is structural. You can't tell from looking at a table if it's been manually bolded or not - but screen readers will read structural headers aloud, aiding in ease of navigation and accuracy.
To set the Table Header Rows, you’ll need to configure settings in two places: Table Properties and Table Design Tools. Follow the instructions outlined in the tutorial below.
The reading order of a document or presentation determines the order that a screen reader will read out content. Users who use screen readers can easily become confused, lost, or miss parts of the content entirely if the reading order of a document is incorrect. Verifying the reading order is imperative to ensuring that all students have equal access to the materials. Even if objects in your document or presentation appear to be ordered logically, you should always manually check the reading order.
Navigation Pane
In Word, the Navigation Pane can be used to check reading order, reorganize document parts, and browse document content. The Navigation Pane displays a hierarchical list of headings and pages that essentially serves as a visual outline of your document. To launch the Navigation Pane, go to View and check the box beside Navigation Pane. The Navigation Pane will open on the left.
- Click on any of the headings in the Navigation Pane to go to that section.
- To re-order your content, drag the headings up and down in the navigation pane
For documents spanning multiple pages, include a Table of Contents via the Review tab. Microsoft Word's Table of Contents serves as a navigational guide by using heading structure to create internal links that allow readers to quickly jump to relevant parts of a document. Benefits of Microsoft Word's Table of Contents include automatic updates to format and style when heading text, sequence, or level change.
To set up Table of Contents in your documents, follow the instructions outlined below.
Run the Accessibility Checker to test for accessibility issues. This checker scans your document for potential issues that might prevent people with disabilities from accessing the content properly. It will highlight the issues, provide suggestions on how to fix them, and then prompt you to fix these issues. For more information, see Microsoft's Support documentation on Improving Accessibility with the Accessibility Checker.
There are several ways to convert Microsoft Documents to a PDF, but not all ways preserve the accessibility of the original document in PDF form. When saving your Word document as a PDF, avoid the Print to PDF option. This option only translates information you would see on a printed page. It strips the document of all metadata, links, bookmarks, and heading structures. Opt for the Save as PDF option instead.
To preserve the accessibility of the original document, follow the instructions outlined in the tutorials below.
- Preserving Accessibility When Exporting Documents to PDFs (Windows Users)
- Preserving Accessibility When Exporting Documents to PDFs (Mac Users)
Demonstration: Word to PDF
Watch TTaDA's Introduction to Exporting Word Documents to PDFs.
Resources
- For more help, see Section 508's mini-series How to Make an Accessible Document in Microsoft Word. This series explains and demonstrates steps you can take to ensure your Microsoft Word document is accessible.
- Get step-by-step instructions and best practices for making your Word document accessible with Microsoft Support's page on Accessibility Best Pratices for Microsoft Word Documents.
- Use the Accessibility Checklist for Microsoft Word Documents to gauge how compliant your course resources are with Section 508 of the Americans with Disabilities Act, Title II regulations, and WCAG 2.1 AA guidelines.
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