I’ve done a lot of talking about source files, and inadvertently confused some folks. I don’t mean to muddy issues–it just happens. So I made a chart! (Aren’t you glad you stopped by?)
The SOURCE FILE is just that. The source from which everything else springs. You don’t format it (beyond what is necessary for YOU to comfortably compose) because you DO NOT NEED TO. Essentially, while composing original works the more you act as if your word processor is a typewriter (except for tabs–no tabs!), the cleaner it will be and the easier it will be for you or someone else to format it for a specific use.
Once you have a Source File, you MAKE COPIES of it in order to format it for a specific purpose.
Let’s say you’re sending a manuscript to XYZ Publishing House. You need a printed document. You open the source file and do a Save As to make a copy. In that copy you will insert a cover page, header, page numbering, and adjust the margins and font according to the publisher’s guidelines. The source file remains intact, unchanged.
You want to self-publish your novel. You open the source file and do a Save As to make a copy. You can send that copy to a hired formatter and let them take it from there. You can format a .doc file in Word according to the distributor guidelines. You can hand code the copy in html. The source file remains intact.
I didn’t include every single way to format a file, but you get the picture, right? Let’s say you published your ebook. A reviewer would like a pdf file. You do a Save As, make a copy and format a pdf. You want to make an electronic submission? Do a Save As, add your address block, maybe change the font and line spacing, and you will submit a nice clean file that agents and editors can easily read on almost any computer or device.
If you look at my chart and think this is terribly complicated and I’m trying to make extra work for people, you are wrong. When it comes to digital files, there is no One-Size-Fits-All format. If you get in the habit of creating your original files in a no-frills, minimally formatted style it will save you work, save you time, and save you headaches.
I hope this clarifies things.