Guide
How to make accessible documents in the first place.
Remediation is what you pay for when accessibility was not built in. This is how to avoid needing it. Nothing here is proprietary and none of it requires special software.
The one habit that matters most
Use real styles instead of formatting text to look like a heading.
If you make a line big and bold, a sighted reader sees a heading and a screen reader sees a big bold paragraph. If you apply the Heading 1 style, both do. Nearly every structural problem we repair traces back to this one habit, and it is free to adopt.
Microsoft Word
- Apply Heading 1, 2 and 3 in order. Never skip a level to get a particular size — change what the style looks like instead.
- Use the built-in list buttons. Typing a hyphen and a space makes something that looks like a list and is not one.
- Insert tables through Insert → Table, mark the header row, and tick “Repeat Header Rows.” Never build a table with tabs.
- Avoid merged cells where you can. They are the single most common reason a table has to be rebuilt.
- Right-click each image and add alt text that conveys the meaning. Mark purely decorative images as decorative.
- Write descriptive link text. “Download the 2026 budget” rather than “click here.”
- Set the document title in File → Info, and set the language.
- Run Review → Check Accessibility before you export. It is not comprehensive, but it catches the obvious.
PowerPoint
- Use the built-in slide layouts rather than dragging text boxes onto a blank slide. Layouts carry structure; loose boxes do not.
- Give every slide a title, even if you hide it visually.
- Check reading order on each slide through the Selection Pane or the Accessibility Checker.
- Do not rely on color alone in charts. Add labels or patterns.
- Put anything essential in the slide content, not only in the speaker notes.
Excel
- Give every sheet tab a meaningful name.
- Define header rows and use Format as Table so the structure is explicit.
- One table per sheet where possible, starting at A1, with no blank spacer rows or columns inside the data.
- Avoid merged cells entirely. In spreadsheets they break navigation outright.
- Add alt text to charts and images, and make sure the underlying data is reachable.
Exporting to PDF
- In Word, use File → Save As → PDF with “Document structure tags for accessibility” enabled, or the Acrobat ribbon’s Create PDF. Do not use Print to PDF — it discards every tag you just created.
- From InDesign, use Export → Adobe PDF (Interactive or Print) with Create Tagged PDF on, and set the articles panel and reading order first.
- After export, open the PDF and check that tags actually came through. They frequently do not survive intact.
Before you publish
- Ask whether the document needs to be a PDF at all. A web page is easier to make accessible, easier to maintain, and works better on a phone. Publishing as HTML is often the cheapest accessibility decision available.
- If it does need to be a PDF, keep the source file. Remediating from a clean source is dramatically cheaper than remediating from the export.
What this guide will not fix
Good authoring prevents most problems in new documents. It does nothing for the files you already have, and it will not get a complex report with thirty data tables fully conformant on its own.
Automated checkers catch roughly 20–30% of real issues, so a clean checker result is a floor, not a pass.
Free tools
- Built-in Accessibility Checker
- In Word, Excel and PowerPoint under Review. First line of defense.
- PAC
- PDF Accessibility Checker. Free, and the standard tool for PDF/UA conformance.
- NVDA
- Free Windows screen reader. Open a document with it and listen — the fastest way to understand what you are building.
- Color contrast checkers
- Several good free ones. Check text against its real background, not an approximation.
Train the people who create documents
The cheapest accessibility program is one where the communications team, the grant writers and the admin staff know these habits. An hour of training prevents years of remediation invoices.
We run that session. It is hourly work and it is the engagement we most often recommend to organizations who do not yet need remediation.
Already have a backlog?
Good habits going forward do not fix what is already published. Send us what you have and we will scope it.