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Accessibility Toolkit: Word Documents

Toolkit for making accessible documents, web pages, and videos.

This tutorial is for Office 2019 

Accessibility for Word Documents

 
  1. Use headings and page structures
  2. Add alt text to images
  3. Use meaningful hyperlinks
  4. Use built-in accessibility checker
  5. Know how to export from one format to another
 

Headings and Page Structures

 

Using good heading and page structures in a Word document helps organize the information, and allows screen reader users to navigate through the content. Though styling text to look like a heading or hitting the tab button for list items might be fine for visual users, it is not enough information for a screen reader to detect.

That's because underneath a .docx Word file is actually XML code, and only when you use the built-in tools for headings, lists, columns, tables, and other page elements, are you coding in the structural and identifying information that the screen reader understands. 

 

Headings

Just making text larger and bold does not make it a heading. In order to convert text to a heading in Microsoft Word, use the built-in Heading styles like 'Heading 1' and 'Heading 2', available under Styles in the Home tab.

Visit Microsoft website for more information about creating Headers in Word.

*Note: Heading 1 is usually reserved for the title of the document. Heading 2 is used for sub level headings. If there are additional levels of headings, use Heading 3, Heading 4, etc. Sub level headings can be repeated but don't skip levels. 

 

Lists

Use Word's built-in tools to create a list in a Word Document. Use unordered lists for bullet point list items and ordered lists for numbered list items. 

 

 

Tables

Tables can be challenging for screen readers. If the information can be presented in an alternative way, consider not using a table. If a table is overly complex, consider breaking the information down into multiple simple tables. 

  1. Use tables thoughtfully
  2. Define the Header row
  3. Consider adding alt text, especially for documents that contain more than one table
 
Define Header Row

For simple tables to be accessible, you’ll need to identify which row contains the column headers. To do this in Word, right click the row and select 'Table Properties'. This brings up the Table Properties dialog. In this dialog, click the 'Row' tab, and check the checkbox that says 'Repeat as header row at the top of each page'.

*Note: Make sure that the checkbox that says "Allow row to break across pages" is unchecked.

 
Table Alt Text

In the same Table Properties dialog, you can add alt text to give users an idea about what kind of information is contained in the table. Keep alt text short and descriptive, like a caption. A screen reader will tell the user that it is a table, so no need to add "Table of..." to the description.

Visit the Microsoft Support website for more information about creating accessible tables in Word.

 

Indents and White Space around Paragraphs

To create indents and space around a paragraph, many users will use the space bar, tab key, or return to make the content appear a certain way. But this creates blank characters or blank paragraphs that some screen readers will read aloud as the word "blank" repeatedly. This will break up the flow of information for a user, or might even signal to them that they have reached the end of the document. To avoid this problem, you can set formatted indentions and white space around a paragraph. 

How to Set Up Formatted Indentions
  1. Highlight the paragraph you want to indent and right-click.
  2. In the drop-down menu, select 'Paragraph'. A dialogue box will appear.
  3. Under 'Indentation', select 'First Line' in the 'Special' field. 
  4. In the 'By' field, increase or decrease the size of the indention.
  5. Click 'OK'.

How to Set Up Formatted White Space Around a Paragraph 
  1. Highlight the paragraph you want to add white space around and right-click.
  2. In the drop-down menu, select 'Paragraph'. A dialogue box will appear.
  3. Under 'Indentation', type in values in the 'Left' and 'Right' fields to create space around the left and right sides of the paragraph.
  4. Under Spacing, type in values in the 'Before' and 'After' fields to create white space above and beneath the paragraph.
  5. Click 'OK'.

 

Accessible Images

 

To make images accessible, add alternative text that will be read to a user by a screen reader. Alternative text should give both semantic and descriptive meaning to images.

 

In Word, alternative text can be presented in two ways: 

  1. As descriptive alt text in the image properties 
  2. Within the context or the surroundings of the image itself, and null ("") alt text in the image properties

 

 

 

Decorative or Redundant 

Some images are purely decorative. Others have information that is already conveyed in the context of the document, and therefore adding more description in the alt text will be redundant for a screen reader user to hear. In these cases, you can mark the image as decorative in Word, or add closed quotes ("") in the alt text of the image properties. See How to Add Alt Text in Different Platforms

 

  When deciding whether you need to add descriptive alt text or use null ("") alt text, ask:  Does this image contain information that is not conveyed in its surrounding context?

 

Yes

Use descriptive alt text to convey the content of the image in terms of its function in the document.

  • Keep it short and descriptive 
  • Don’t include “image of” or “photo of” 
 

 No

Use null alt text ("").

  • The information will be redundant or is already conveyed in the document
  • The image is purely decorative

 

 

Links

 

Sometimes, a screen reader user might want to hear all of the links in a document read out loud in a list or sequence. So it's important that the link text alone conveys the function of the link. When creating a hyperlink in a Word document, include text that conveys information about the where the link goes.

  • Avoid link text that needs more context like, “Click Here” or “Read More.” 
  • Be unique & descriptive. Don't use the same link text for two different URLs.
  • It is OK to link a full sentence, but avoid anything longer.
  • Avoid linking a full URL (https://....) because a screen reader will read each letter individually out loud.

 

Hyperlinking in Word

In your Word document, highlight the text you want to hyperlink and press Ctrl + k on a Windows or Command + k on a Mac. Or, select the 'Insert' tab and then the 'Link' function. Add the URL in the address field and select 'OK'.

Visit the Microsoft website for a video tutorial on how to add hyperlinks in Word

 

 

 

 

Accessibility Checker

 

Microsoft Word has a built-in Accessibility Checker that can assess your document for accessibility errors. Though it is a useful tool to check your work, it's important to remember that it might not catch everything. To run the checker, under the Review tab, select 'Check Accessibility'. Review any issues like missing alt text, hard-to-read contrast issues, and repeated blank characters. 

Repeated Blank Characters

If the Accessibility Checker finds 'Repeated Blank Characters', a screen reader might read this aloud as the word "blank" repeated several times. For a user, this will interrupt the flow of information, or might even signal to them that there is no more content left in the document.

 

To remove these blank characters:

  1. Select the 'Home' tab
  2. Select the Show / Hide Paragraph Marks feature in the toolbar, represented by a paragraph icon (¶)
  3. Delete the blank characters that are shown in the document
 

 

Exporting Word to PDF

When exporting a Word document to a PDF, you want to make sure that all the accessibility features will be preserved. There are a few different ways to properly export a Word file to a PDF, and the process is slightly different whether you are using a Windows or a Mac.

Windows

In Windows, either go to 'File' > 'Save as PDF', or select the 'Acrobat' tab in the top menu, and select 'Create PDF' to save your Word file as a PDF with the accessibility features intact. You can check to make sure the accessibility features will be saved by selecting the 'Options' button next to the 'Save' button. An Acrobat PDFMaker dialogue box will appear. Make sure the checkbox that says "Enable Accessibility and Reflow with tagged Adobe PDF" is checked. 

Mac

On a Mac, go to 'File' > 'Save As...' and select PDF from the choices. Make sure the radial button that says "Best for electronic distribution and accessibility" is selected. 

More Resources

 

Accessibility Techniques for Microsoft Office | WebAim

Tables in Documents | University of Washington

Using the Accessibility Checker | Microsoft Support

Writing Effective Alt Text | Microsoft Support

Creating Accessible Word Documents Webinar (running time: 54:41) | UA Technology Accessibility, YouTube

Accessible Word Templates | Microsoft Support