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When using MS Word is an absolute requirement to create a long text document, I usually suggest the following to any given user:

  • Flush-left since MS Word doesn't allow the kind of hyphenation/justification adjustments that would eliminate rivers for fully justified text.
  • I believe the current font size default is 11 pt (down from 12 a few years ago), I usually suggest moving down to 10 pt max. and ideally 9 pt if possible.
  • Changing the default margins so as to make the document look more dynamic and also to ensure there aren't too many characters per line especially after reducing font size.
  • changing fonts. Again I encourage users not to settle for defaults if they can find something better suited to their purposes.
  • Changing leading (line-spacing) so it works with everything else (font, font's x-height, font size, margins, amount of text to set, etc.).

But more than anything else, fully justified text in MS Word is definitely my greatest pet peeve. I know some designers are against full justification even when using professional desktop publishing software while others (especially non-designers) don't seem especially troubled by fully justifying text regardless of medium in spite of the gaps in word-spacing and blocky appearance this tends to produce.

Would you agree with these recommendations?

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    Maybe I'm just getting old, but how does reducing font size improve readability? – Ananda Mahto Jun 13 '14 at 2:27
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All of these are potentially good points if they're backed up by a valid design reason (as opposed to a personal preference or opinion). I always caution against fixed ideas that might not apply in every circumstance.

For long documents, readability, invisibility (making the typography unnoticeable), clarity (chapters, headings, subheads and text clearly indicate the hierarchy and relationships of information) and avoiding reader fatigue are the most important considerations. Making it beautiful is terrific, but only after those points are covered.

Maintaining even type color, low contrast (lighter and serifed rather than heavier or sans-serif typefaces, and type that is not too densely packed) and a measure (line length) not longer than 2 to 2.5 times the length of the lowercase alphabet are all well-proven guidelines.

Justified Text: I've yet to meet a designer, and I'm sure I'll never meet a typographer who's against justified text in principle. There are almost two thousand years of typographic and calligraphic tradition to the contrary.

In word processors, the only available means of achieving justified text is to adjust word spacing. Because we hate rivers and random blobs of white in text, this tends to make designers develop eye-tics and mumble dark thoughts into their margaritas. Sadly, perhaps, this is akin to bad kerning: non-designers almost never see this until it's pointed out or it's truly glaring.

We tend to forget that justification-by-word-spacing was the norm in newspaper, magazine and even book typesetting for most of the period from Gutenberg until the advent of digital typography. Finely letter-and-word-spaced justification was done, but it was very labor-intensive and therefore expensive. Take a look at some 18th or 19th Century books to see just how awful it could and did get.

Unless the measure is too short, forcing dreadful word spacing, justified text can look more inviting and create a more professional impression than ragged right, especially if one pays a bit of attention to hyphenation. Sometimes justification is necessary to create the look that the intended readership expects or will respect. By contrast, I know of at least once case where hyphenation was verboten for a series of long documents, and in that case justified text would have been a visual train wreck. So while "Don't justify text in word processors" is good advice, it certainly isn't a hard rule.

Point Size: Point size and line length are related. X-height and legibility at different sizes are related. Point size, measure, x-height and leading are interrelated. These relationships all affect type color, contrast and readability.

To say "You should never use 12 point type" is nonsense. For one thing, it depends how the document will be viewed and who will be reading it. If it will be desktop-printed on a standard office laser or inkjet printer, going below 10 point is risky. The resolution of the text is at best 600 dpi, so the character outlines are more and more affected the smaller the point size, which in turn affects eye-fatigue on long passages of text. Depending on the typeface, you might require 12 point. Garamond sets larger than, say, Century Schoolbook.

Margins: Deciding on a typeface, point size, line length, number of columns and gutter width determines the left and right margins, which are a matter of where you place the text block on the page. James Felici points out in "The Complete Manual of Typography" that word processors and page layout programs work backwards: first you set the page size and margins, then you set the columns and gutter, then you end up with a line length rather than determining it first.

One doesn't change margins in order to "make the document look more dynamic." Even if that were a meaningful statement in itself, most long documents are perfectly content to just sit there quietly, and most readers prefer things that way. There are only two reasons for margins: to make the document more inviting and to make it more readable. Margins derive from line length, so in almost all cases Word's defaults are, indeed, wrong and must be changed, but the reasons aren't relate to dynamos, the alignment of Saturn or what George Clooney had for breakfast. Where you place the text block on the page is a practical choice first, then an aesthetic one.

Font Choice: Changing fonts... I don't disagree, but you give no reason. Quite by chance, I blogged on this exact subject the other day, in a post directed primarily at business people but relevant to any discussion of MS Office. In summary, Times Roman, because it's been default for so many years, says, "Hi! I couldn't be bothered changing the defaults in my word processor." It's also drawn for use in narrow columns, which applies to very few such documents.

Calibri, the current default, is too high-contrast for long documents. Like most sans serifs, it tends to glare and become uncomfortable to read. Helvetica is downright painful after a couple of pages. Calibri Light would be a decent choice if you must use a sans.

Leading: Changing the leading "so it works" is easy to say, but far too vague to be useful to anyone but a designer or typographer. "Works" for what? Far better to explain that opening up the line spacing makes the page appear lighter and less intimidating to the reader, and helps prevent the reader's eye from skipping a line when scanning from the end of one line to the beginning of the next.

Hierarchy: As @MarcinWolny pointed out, all that's for naught if you screw up paragraph divisions and, I would add, headings.

In long documents particularly, the information hierarchy much be clearly expressed. Headings and subheads should be in contrasting type and/or spaced in such a way that they clearly separate the text and are adjacent to what they refer to (as opposed to mid-way between two paragraphs, which is a common mistake). Paragraph breaks must be clear, and not accomplished by adding extra blank lines. In non-justified text this is often helped by spacing rather than a first line indent. The reverse is true for justified text. Neither of these is hard and fast, by any means. As long as the paragraph separation is easily identified, the purpose is accomplished.

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Beware, what you're asking about is purely opinion-based, which is rather against the principles of this stackexchange.

Flush-left since MS Word doesn't allow the kind of hyphenation/justification adjustments that would eliminate rivers for fully justified text.

Bad. Justified text is good as long as people use proper paragraph and sentences that don't go over one and a half line long. Paragraphs are really an essential thing to the readability of texts and if I'd want to recommend you adding a point about something - it'd be paragraphs.

I believe the current font size default is 11 pt (down from 12 a few years ago), I usually suggest moving down to 10 pt max. and ideally 9 pt if possible.

Bad. Smaller font size makes an impression that there's more text and reading it becomes tedious (reader lacks a sense of "progress"). Font sizes 11pt and 12pt are fine. 9pt is really bad choice, especially for texts longer than 2 paragraphs. Also note that smaller sizes of fonts significantly decrease readability for older customers.

Changing the default margins so as to make the document look more dynamic and also to ensure there aren't too many characters per line especially after reducing font size.

Good as long as it's used reasonably. Too large margins can be almost as bad as too small margins... almost.

changing fonts. Again I encourage users not to settle for defaults if they can find something better suited to their purposes.

Bad. Never change fonts just for a sake of changing fonts. Each customer should have it's own branding polices and use fonts consistently. Poor choice of font isn't horrible as long as everything is consistent - when it becomes horrible is when you start changing fonts randomly for whatever new purpose or reason author found.

Changing leading (line-spacing) so it works with everything else (font, font's x-height, font size, margins, amount of text to set, etc.).

Good as long as it's used within reason.

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    "Never change fonts just for the sake for changing fonts" is a principle that extends to every facet of design. – Alan Gilbertson Jun 13 '14 at 17:23
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MS Word isn't the best choise to write long documents, I would prefer LaTeX or InDesign. The main reason for this is that in Word the algorithm for justification and hyphenation is not the best. LaTeX and InDesign do not have this problems.

To get a readable document in MS Word the user must know a lot of typography (LaTeX not, the build in typography is very good!) and must write an own formating scheme (*.dot-file) to be able to realize it.

Another points are ligatures. If a font has ligatures and you want a readable document you should use ligatures. Until version 10 or so MS Word was not able to use ligatures. LaTeX and InDesign print them.

So if "using MS Word is an absolute requirement" you will finally not be able to do what you should.

Some remarks to your suggestions:

  • If you do the hyphenation manually (especially in German language the automatic hyphenation is ugly!) you can get a proper right-left-justified text.

  • Not only the font size is important, the readability of a font depends of the good combination of fontsize and distance between two lines. Fontsize 11 can in font 1 be looking good, but in font two terrible small --- it depends on the font.

  • Check that you have not more than 12 word in one line (German language; I do not know the best value for English).

  • Use a typing area with the golden ratio: inner margin = 2, outer margin = 4, top margin = 3, bottom margin = 6. This classic typing area is used in LaTeX with KOMA-Script.

Even a user of MS Word has to have a lot of discipline:

  1. You write the text
  2. you add the pictures
  3. you start fine tuning, controlling each line and the correct position of tables and pictures including headings and the hyphenation.

Most of word users waste a lot of time by changing the formating of the document and the hyphenation while writig the text. Time they could better invest in the content of the document ...

So to summarize: No, I would not agree with your recommendations.

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