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Specialty Classes Get Results - AdvanceTo Teaches Creation of Templates For Corporate and Litigation...
Premise: Whether you work on corporate or litigation legal documents or non legal environment documentation, we tend to work on certain types of documents over and over again. Some people use MacPac, Softwise, and other 3rd party number bars that let you save certain Multilevel Outline sequences while others do not use Number Bars at all.
Then there are those who truly like to create specific templates that contain not only certain Multilevel Outline arrangements but also certain body text styles, specific character styles and we teach you how to create a nice library of valuable templates.
A. This is a great skill to have because it gives you greater insight into the solid basics of MS Word.
B. It allows you to not waste development time on each document that you need to style.
C. We will share other techniques of sharing styles between documents.
D. This is a great skill to have if you work in a smaller firm because this exercise alone can mechanize the entire firm since the templates can shared amongst your peers. Your staff efficiency is increased and there is less energy expended from document to document.
E. This is also a great skill to be able to place on your resume.
F. This class also forces you to solidify your knowledge concerning Multilevel Outlines. For some, it will be the first time that they fully and clearly understand this topic.
For firms that want us to tailor templates, we can do so depending on the particular needs of a firm. We would create templates to take care of multiple scenarios. We also have ready made Templates for purchase. Just give us a call.
Training From An Inside Perspective...
AdvanceTo Training and Consulting
Basic-Advanced MS Office 2007-365 Training, Test Prep, Tailored Classes, Video On Demand
www.AdvanceTo.com
https://advancetoffice.com/
www.Awalkinthecenter.com
888-422-0692 Extension 1 and 2
Email:
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A Simple Exclamation Will Do The Trick! Scenario: I am formatting a document and a couple of styles keep coming into play that I need to use again and again. The names of the styles are not close to each other alphabetically. I am wasting a lot of unnecessary movement searching the right side style panel for the styles so that I can apply them. Let us assume that there are 3 styles in particular, that need to be applied again and again throughout the file. With me so far? 1. Well, I can take one of those styles and throw it on the clipboard by using Control + Shift + C. This action,when taken within a paragraph that you have already applied a particular style to, will place that style on the clipboard. It can be invoked (brought forth) when needed by the use of Control + Shift + V again and again. 2. Another old time trick is to place an exclamation point "!" before the style name (modify style name), on the group of styles that you don't want to keep searching for in the Right Side Style Panel. 3. Because the Right Side Style Panel is Alphabetical, the system will not Alphabetize the styles but will throw those styles to the top of the list in one clump for easy access. 4. Now being all together in one place makes it a lot easier to apply those styles as needed. Of course, under Options, in the Right Side Style Panel you can list only the "Active" styles in the document but many people would rather work with a full Style Palate. A full Palate lets me see all of my Heading and List Styles. 5. Finally, after the document is fully formatted, you have the option to remove those exclamations which will throw those styles back into the Alphabetized list. and the Exclamation Points would have served their purpose. Training From An Inside Perspective Basic - Advanced Legal MS Word, Excel and Power Point. www.advanceto.com Test Prep Class and Books www.legaltestready.com Teacher Connected Books www.awarenessexplosion.com
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MS Word Legal and Corporate - Dealing With Text To Speech...
Scenario: An attorney has requested that we put the icon on his “Quick Access Toolbar” regarding Text To Speech. He wants to have the legal document read to him so that he can take notes concerning his observations about what he is listening to. This will free him up from having to read.
First, you should know that you can add the “Speak” command to your Quick Access Toolbar in MS Word, Outlook, Power Point and OneNote. You can also add it to Excel. For our purposes, I will show you how to set it up in MS Word.
Go to File, Options, Customize Quick Access Toolbar.
When you first get in the Customize Quick Access Toolbar Dialog Box, it will say “Popular” commands. You need to switch that over to “All Commands”.
Go down the list until you see the “Speak” command and click on the “Add” button which will place a copy of the command on the right side of the Dialog box which shows everything currently part of your “Quick Access Toolbar”. Click OK to exit the “Customize Quick Access Toolbar Dialog Box”.
Now that the Icon is on your Quick Access Tool Bar highlight the text you wish it to read to you and click the icon or you can use Alt+Ctrl+Space on your keyboard.
You never know when this request might come up and you should know how to do this. It is easy enough!!!
Note: On your Desktop, go to the search bar on the bottom left of your screen. Type in Text to Speech and you will see the selection to get into that area of the Settings Menu. In there, they will ask you your preferred language, they give you 3 default voices to choose from. I believe two male and 1 female voices are generically available. There is also a button to get access online to even more voice types.
People have many different uses for this great feature. Some of you will ask me where is the Quick Access Toolbar? Just look for the little diskette icon (Save) and the undo and redo icon. They are always sitting on the Quick Access Toolbar usually situated on the left side portion of your screen. I like to keep my Quick Access Toolbar under the ribbon. If your QAT is above the ribbon, right click on it and select “Below the Ribbon”. I find that it is easier to zone in on below the ribbon.
For Basic-Advanced MS Office Legal and Corporate Secretarial and Word Processing high level Training, Testprep, Walkthroughs, Placement, Tailored Classes, The Upgrade Class.
www.advanceto.com
www.awalkinthecenter.com
1-888-422-0692 Ext. 1 or 2
Email:
Hey Students: AdvanceTo teaches a very interesting course that is a hybrid between Operating System related shortcuts and features as well as MS Word features that most people may not be aware of but are VITAL nonetheless.
Instead of immediately running to IT, you will learn a lot of great features and procedures you can use for your own PC or laptop as well as using this new found knowledge at work to help yourself and those you work with. The class is 4.5 hours and can be split into two sessions. Narrative material is always included. The cost is $175.00. The purchase of two or more classes as well as group classes always receive discounts.
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AdvanceTo Offers MS Office Skill Enhancement Training. Preparing You To Comfortably Step Into Your Legal Support Staff or Paralegal Position
When we first started, much of our learning was on the job. There is merit to learning on the job to a point. It just takes a lot longer unless you have access to the proper training.
Our students are thoroughly trained on documentation that mirrors the same type of Corporate and Litigation documents that they will encounter when they go to work. This includes the same procedures, scenarios, vocabulary and anomalies that they will encounter on any given day.
Our course is designed to take you from basic level to expert level understanding within a short period of time. Let me give you a basic rundown of what you can expect from us.
A. Each individual thorough class is approximately 4.5 hours. It can be divided into 2 parts.
B. All classes have homework assignments. These are not simulations but rather the real documentation that matches what you will be experiencing when you go to work. There is a set amount of MS Word, PowerPoint and Excel classes that we recommend.
C. All students have 24/7 access to our LinkedIn Group, Twitter and our Tumblr Group. We help you with test preparation, placement assistance and resume preparation as well.
D. Besides our traditional basic-through advanced format, we also offer specialty classes, tailored classes, test-prep, as well as a higher level “upgrade” classe (offered on www.awalkinthecenter.com) and we offer video on demand.
E. We also have a number of unique teacher connected books covering many topics from top-tier style Legal and Corporate Training so we have you thoroughly covered. Teacher connected means that you can reach out to us for help if you have questions pertaining to an area of a particular book.
Give us a call, let us know how we can help you!
Training From An Inside Perspective
www.AdvanceTo.com
www.Awalkinthecenter.com
888-422-0692 Ext. 1 and 2
Teacher Connected Books and Video:
Email:
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If More Than One Page In Your TOC, TOA and Index Do The Following: We are talking about the TOC, TOA and Index of Terms. On short documents, the Table of Contents, Table of Authorities and Index of Terms can be separated by a page break. The Table of Contents heading and the other headings are centered horizontally on the actual page not in the Header. The page numbering type is i, ii, ii, Here is the Set-Up. Table of Contents ------Page Break Table of Authorities ------Page Break Index of Terms ------Section Break First Page of the Main Part of the Document ==================== For long documents, you just might have TOC's, TOA's etc. that exceed one page and you need to deal with them differently: 1. For a TOC, TOA or Index of Terms that exceed more than one page then it should have its own Section Break in order to properly deal with the overage. 2. In the first page header of the TOC for example do the following: 3. Go into the header and type Table of Contents and Page underneath to the extreme right as usual. Note: You probably should go to each and every Header and turn off "Link To Previous" before you set the Header. Otherwise, you will get Header material connected to the TOC on other Headers throughout the document. 4. On the second page header of the TOC page, Center the cursor and type in: Table of Contents (continued) 5. Do the same routine for the TOA and Index "if" needed. 6. Make sure you remember to turn off "Link To Previous" on all Headers in the document as you set these up so that your Headings don't jump into sections that were NOT meant to have those headings. Important Note: You may have to wait until you run the TOC, TOA and Index to install the second Header Page on the particular TOC, TOA or Index that exceeded one page. At least you now have a game plan. 7. When you do your Page Numbers and you use your usual Romanette Style Numbering (i, ii, iii) you have to use "Continue From Previous Section" so that your page numbering continues to tally up uninterrupted as you go from your TOC, TOA and Index of Terms. Training From An Inside Perspective Basic-Advanced MS Word Legal Training Including PowerPoint, Excel, Adobe Pro, Nuance, DMS and Outlook. www.advanceto.com MS Word Books www.awarenessexplosion.com www.lowcostempire.com
#paralegal#testprep#power point#jobseekers placement assistant styles#training testing jobs legal secretary paralegal word wp microsoft
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Uppercase Raw Text And The Effect It Has on Your Completed TOC This article will be helpful to those who do not understand certain results concerning the look of the finished TOC. Many issues that affect the finished Table of Contents actually stem from the state of the raw text of the document before any Styles or Multi-Level Outline has been applied or activated. Let's go over those items that cause unexpected results in your completed TOC. 1. If a Heading Title is in ALL CAPS in the raw text, then before you apply the Heading Style itself, you need to make a decision as to whether you want the Heading within the TOC to be in Uppercase or Initial Caps for a particular level. To change the raw Heading Text to a particular text case, use your Change Case Button under the Home Tab (the double A) or Shift F3 to cycle through the various case types until you find the one you need. In both cases you need to highlight the text involved first. 2. Leaving the raw text in ALL CAPS means that the text of the TOC for that level will be in all CAPS. When you apply your Heading Styles, the Heading Style lies over the raw text as an additional layer. The attributes that you place in your Heading Styles controls the look of your Heading text within the document itself. 3. On the other hand, if the raw text is placed in Initial Caps then this results in the TOC having Heading Text in Initial Caps for that particular level. So, you will only have your ALL CAPS within the document itself such as the text of your Heading 1 if you had modified your Heading 1 to have ALL Caps. So, anything selected in the Heading Styles only affects the look of the Heading Text within the main part of your document. 4. The text that you type in within the Multilevel Dialog Box such as Article or Section is Considered Raw Text and how you type it (Uppercase/Initial Caps) will determine the look in the TOC for that level. 5. The items you select in your Font Button within the Multilevel Outline Dialog Box will determine the look of your Heading Text associated with the Heading Auto Number within the document itself. This Heading Text associated with the Auto Number usually refers to the words Article and Section (Headings 1 and 2 respectively). 6. Knowing how the system works as described above, allows you to take action if the Headings within your TOC are not reacting as needed.. It should be noted that once your TOC is run, you have control over the modification of the TOC in terms of the positioning of the lines and spacing between the TOC levels by modifying your TOC 1 and TOC 2. You also have the ability to apply "All Caps" to your TOC 1, 2 etc. If a Heading has a Mixture of UPPER and Initial Caps then you cannot apply All Caps. Reminder: If the Heading text of the TOC crowds the page numbering of the completed TOC, then modify TOC 1 or 2 and under Paragraph, place a Right Indent of 0.5. This creates a clear lane between the Heading Text of a particular level and the Page Number.. Training From An Inside Perspective Basic - Advanced MS Word Legal Training That Truly Leads To A Job In The Legal Industry. Test Prep and Placement Assistance. www.advanceto.com 888-422-0692 Ext. 1 and 2
#training#training testing#testprep#training testing jobs legal secretary paralegal word wp microsoft#secretary training paralegal jobs microsoft law
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Two Shortcuts Related To Extended Highlighting - Selection Mode
I have talked about the useful extended highlighting feature a number of times. Before 2007, you would use the F8 key to turn it on or the "Ext" area of the status bar that no longer exits to turn it on or off.
From 2007 onward, you can still use F8 to turn Extended Highlighting on but now it is also referred to in the Status Bar as "Selection Mode". You have the option to easily turn it on or off (in the “Customize Status Bar Menu).
Either way, you can target specific areas of text for quick highlighting such as pressing the return key to highlight a PARAGRAPH at a time or another example would be pressing the period key to highlight a sentence. It highlights up to the first instance of whatever key or combo of keys you type. PLAY WITH SELECTION MODE. Once you get it it is way more stable that highlighting with only the mouse.
But, there are two very good shortcuts closely associated with Extended Highlighting.
1. Alt and Left Click: Lets you highlight a vertical column of text at a time, meaning as small as a character width wide or more "vertically". So you can highlight text vertically without "involving the entire line of text or entire paragraph".
A. A. The contract
B. B. The company
C. C. The Residence
D. D. The Lease
Look at the example above. It shows a scenario whereby a Heading Level has been applied but the original hard coded text is still in place and needs to be removed (referring to the second set of repeated letters).
Use Alt and Left Click to go down vertically from A-D and then across 2 characters before you press delete to remove the hard coded A,B,C.D.
2. You can also use Control Shift F8 in order to do the same thing (meaning activating what is called vertical highlighting), but in order to go down the list vertically you use the south cursor control key to move downward and the east cursor control key to sweep across the letter and the period (A., Etc.) whereby you would then press delete. Much faster than having to delete each separate letter and period 1 by 1.
Try them both. Two very good short-Cuts from the top-tier.
For Basic-Advanced MS Office Legal and Corporate Secretarial and Word Processing high level Training, Testprep, Walkthroughs, Placement, Tailored Classes, The Upgrade Class.
www.advanceto.com
1-888-422-0692 Ext. 1 or 2
Email:
For those who work on their own and wish to increase their knowledge...
Teacher Connected Books and Video
Hey Students: AdvanceTo teaches both Litigation and Corporate Specialty Classes. These classes focus on those procedures in MS Word that pertain to that particular area of the law. This Hands-On 4.5 hour Zoom or Phone class will go over a number of procedures thoroughly that pertain to Litigation or Corporate Law. Narrative material and homework are always included. The cost is $175.00 and it can be split into two sessions. The purchase of two or more classes as well as all groups always receive discounts.
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When It's Already Part of The Numbering System
Cross References:
The basic essence of the cross reference is the following:
The Cross Reference feature is constantly asking what number is presently sitting next to the paragraph that I am referencing and making sure that the outline number sitting next to the paragraph within the document "right now", matches the number of the paragraph your are referring to in the corresponding cross reference. Same idea for page number Cross References.
As you know , when using Multi Level Outline Numbers, if you placed the word "Article" or "Section" before the auto number field code in the Multilevel Dialog Box, then the words Article or Section are now considered part of the number system for that Heading level. So look at the sample below:
"Issuance Date” means any Trading Day during the Commitment Period that an Issuance Notice is deemed delivered pursuant to Section 2.03(b) hereof.
Above is a sample cross reference.
1. In the case above, if the word “Section” of Section 2.03 is actually part of the 2nd level Heading number, you do not need to type the word "Section" in the text of the document because when the Cross Reference comes in, it will be part of the grey field code.
2. If, in the same sample paragraph above, the word Section is NOT part of the numbering system then you "hard type" the word section within the actual document, go to cross references and insert reference to "paragraph number (Full Context)", the reference type is "Numbered Item" and the grey area will now be 2.03(b). Full context makes sure that you get to see the entire hierarchy of the reference. So without "Full Context" you would only see (b) as the Reference instead of 2.03(b).
3. Remember you will see your grey fields provided you have your Field Shading on under Format-Options-Advanced. (Show Document Content. ). I personally use the “Field Shading” "Always" selection.
4. It is good to operate with the Field Shading on because you will then see all your automated items.
Training From An Inside Perspective
Basic-Advanced Testprep , Legal, Corporate, Walkthroughs, Legal and Corporate Outsource Support Staff Training, Tailored Classes, Specialty Classes, Teacher Connected Books and Video
www.advanceto.com
https://advancetoffice.com/
www.awalkinthecenter.com
888-422-0692 Ext. 1 and 2
International Zoom based Training as well.
Teacher Connected Books and Video…
Hey Students: AdvanceTo offers a great Legal Formatting and Styling Corporate Documents class. This hands-on 4.5 hour Zoom class goes over everything from Multilevel Outlines to Cross References and Financial Tables. This class is great for the Secretary, Word Processing Operator or Paralegal who wishes to fill in the gaps. If you are a true beginner, we also have a great beginner classes for you! The cost for the Corporate Style Formatting class is $175.00. Those who purchase two or more classes receive a discount. All Groups receive a discount. Great narrative material and homework is included as well. Call us for more info: 📞888-422-0692 Ext. 1 and 2
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If The Page Number Needs To Go Under The Page Border
Scenario: Document is making use of a Page Border covering all the sections of a document. The Page Border that is being used is one that hugs the "Text" of the page rather than one that uses "Edge of Page".
So, the operator was asked to please place the Page Numbers under the bottom "border line". The operator added returns to no avail, tried playing with the margins to no avail and the more time that passed the more stressful it became. The number refused to go under the border.
This is a simple fix as many of you know, but being at a certain level means that you have a good library of scenarios in your head so that you don't end up in a situation whereby the fix is simple, but you just don't know how to solve it.
So here is another one to cross off your list.
1. Go to “Page Border”. You can go to “Page Border” under “Page Layout” (2007-10) or under the “Design” Tab all the way to the right (2016 and beyond) or, you can get to Page Border under the Home Tab. Under the “Home” tab go to the Borders box (about Midway across the ribbon next to the paint can) and when entering, go down to Borders and Shading.
2. If using the method under the Home Tab then when entering the Dialog Box, Click on the Page Border tab. Now pick your Border style type which for this scenario should be single.
3. In the white Preview Box on the right you will see the Border. Go into Options. (bottom right)
4. Under Options, this is where you get to choose whether your Page Border is using the Edge of Page or right up against the “Text” option. You are using the “Text” option.
5. In order to get your page numbers to come in under the Page Border Remove the check that is next to "Surround Footer" and when going back to your main screen the Border will have pulled up above the page number and the issue is solved.
Give it a try so you will know how to handle this same scenario right away.
Highly Recommended Top-Tier Legal and Corporate MS Office 2007-365 Training, Testprep, Walkthroughs, Corporate Training and help with Placement
www.advanceto.com
https://advancetoffice.com/
www.awalkinthecenter.com
888-422-0692 Ext. 1 or 2
Hey Students:
AdvanceTo offers a unique hands-on 3 class set through Zoom or Phone that covers the Formatting and Styling of both Litigation Style Documents as well as the Formatting and Styling of Corporate Style Documents.
We cover thoroughly List Numbering, Multilevel Outlines and a load of procedure as well as tips and tricks.
Great Narrative Material and homework is also provided to guarantee follow up and charting of your progress!! Each class is 4.5 hours (each class can be done in two sessions), and will change the way you approach MS Word. The cost for this information packed set of 3 classes is $450. Secretaries, Word Processing Operators, Paralegals as well as law students will greatly benefit from these unique classes. Firms and Individuals Welcome!
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Two Shortcuts Related To Extended Highlighting - Selection Mode
I have talked about the useful extended highlighting feature a number of times. Before 2007, you would use the F8 key to turn it on or the "Ext" area of the status bar that no longer exits to turn it on or off.
From 2007 onward, you can still use F8 to turn Extended Highlighting on but now you would use the "Selection Mode" in the Status Bar in order to easily turn it off or to know that the function is active.
Either way, you can target specific areas of text for quick highlighting such as pressing the return key to highlight a PARAGRAPH at a time or another example would be pressing the period key to highlight a sentence. It highlights up to the first instance of whatever key or combo of keys you type. PLAY WITH SELECTION MODE. Once you get it it is way more stable that highlighting with only the mouse.
But, there are two very good shortcuts closely associated with Extended Highlighting.
1. Alt and Left Click: Lets you highlight a vertical column of text at a time, meaning as small as a character width wide or more "vertically". So you can highlight text vertically without "involving the entire line of text or entire paragraph".
A. A. The contract
B. B. The company
C. C. The Residence
D. D. The Lease
Look at the example above. It shows a scenario whereby a Heading Level has been applied but the original hard coded text is still in place and needs to be removed (referring to the second set of repeated letters).
Use Alt and Left Click to go down vertically from A-D and then across 2 characters before you press delete to remove the hard coded A,B,C.D.
2. You can also use Control Shift F8 in order to do the same thing (meaning activating vertical highlighting), but in order to go down the list vertically you use the south cursor control key to move downward and the east cursor control key to sweep across the letter and the period (A., Etc.) whereby you would then press delete. Much faster than having to delete each separate letter and period 1 by 1.
Try them both. Two very good short-Cuts from the top-tier.
For Basic - Advanced high level legal word processing training, Testprep, Walkthroughs, Placement, Tailored Classes, The Upgrade Class.
www.advanceto.com
1-888-422-0692 Ext. 1 or 2
www.awalkinthecenter.com
Hey Students: AdvanceTo offers “A Walk In The Center” . This 2 set class is your chance to go through different document types piece by piece formatting and styling from the standpoint of working in a top-tier legal WP Center. You receive great narrative material as well as homework. This is your chance to really nail down a number of litigation and corporate document procedures and strategies. Each hands on 4.5 hour Zoom class costs $175.00 individually but $300.00 if purchased upfront. All groups receive a discount. This is a very good class for Secretaries and WP Operators who wish to enhance their overall skill level. Give us a call today! 888-422-0692 Ext. 1 and 2.
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Stripping Direct Formatting and Some Considerations:
This article is a bit different because it is not the typical clean-up article where you strip everything down to raw text and start all over. Rather, this is about having a situation where someone has either brought text in from somewhere else or through direct formatting used a different font so throughout the document you have areas where the font is different even though it is a word or two here and there it is still noticeable. The document as a whole does not need to be stripped so here are some pointers concerning this scenario.
1. We may have a situation in the document, where throughout the document there could be bolded, underscored and Italicized text that was not done by a character style nevertheless, it needs to be left alone since those attributes applied to the text (directly or not) were done so at the direction of the attorney. This is important because this means that you can't make "wholesale use" of Control Spacebar (using Control A) that strips all direct formatting off of the text.
If we first highlight a particular piece of text and then use Control Spacebar then the rest of the text remains unaffected. This is an effective way to remove surface (direct formatting) instances of fonts that don't match the intended font of the document.
Note: Taking off direct formatting by use of Control Spacebar does not affect anything that is part of the actual styles being used within the document. Direct Formatting is simply Surface Formatting.
2. You would want to use the control Spacebar carefully (highlight particular areas to get rid of unwanted fonts) so that the bolding, underscore and italic instances that are wanted by the attorney are not disturbed. So, this means that you don't want to do Control A then Control Spacebar. Rather you want to go piece by piece.
3. If you do decide to use Control A and Control Spacebar to strip all instances of direct formatting, then you better have a hard copy printout of the document, so that you can ensure that you can reproduce those areas of the document that were bolded, underscored or Italicized if you go this route.
4. Before stripping direct formatting from a document, you always want to have examined the document for legitimate uses of direct formatting (such as underscoring Case Cites), so we don't get rid of attributes that the attorney did not want disturbed or removed. Remember, you always have the ability to create a character style so that all of your attributes applied to your text do not have to be direct formatting.
5. Finally, Control Space Bar will also remove Text Art attributes that have been applied to text and it will remove “Character Styles” as well. The only thing that will not be affected when using Control Space Bar is anything that is contained in a style.
====================
Highly Recommended
888-422-0692 Ext. 1 and 2
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www.awalkinthecenter.com
MS Office Legal and Corporate Secretarial and Word Processing Training - Basic - Advanced
Increase Your Awareness Level!
Specialty Classes, Tailored Classes, Testprep, Walk Throughs, “A Walk In The Center” class.
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