AdvanceTo Legal and Corporate Word Processing Training

MS Office Legal and Corporate - I Can’t Open Different Programs On Two Separate Screens … Thank you Christine, for reminding me of a common issue (Extended Display), concerning working with two screens on a daily basis.   We used to work off of a paper copy for the edits and we had our one screen for MS Word and/or whatever program we were using at the moment.  Because of confidentiality, most larger firms are using the 2 screen system whereby one screen is used primarily for MS Word and the other for a PDF which represents the Mark-Up from the attorney. So with this being said, let us go over how you ensure that you can load a different program in each screen and how to hop between two screens.  Here and there people will call and ask “why can’t I load the PDF on the second screen?”  What am I missing? Turning On Extended Display (Windows 10 and11) Make your second monitor is plugged in (HDMI, DisplayPort, USB-C) and powered on. Go To Settings:  Right-clic...

MS Office Legal and Corporate - They Want The Watermark To Appear In One Particular Section… Scenario :  Received a call.  The document has a cover page followed by a two page letter.  The attorney only wants the Watermark on pages 2 and 3 but not the cover.  When the secretary went to the Design Tab and Inserted her “ DRAFT ” watermark it displayed on all three pages. The question becomes how do we implement a watermark on a particular section. At the bottom of page 1 insert a Section Break “Next Page” type break instead of a plain Page Break.  You will find the Sections under your “Layout” Tab in 2016 and above and Page Layout in Version 7, 10 and 13. On Page 2, (which is Section 2), open up your Header and immediately turn off Link To Previous .  This will prevent your watermark from appearing on page 1 which resides in Section 1.   Design Tab :  Right Side.  Apply the watermark to this open header which is the section in which you want it...

MS Office Legal and Corporate - So the Black Line is Not Doing Its Thing Properly  Scenario :  The word processing operator is given a document that has two versions.  The document is 120 pages.  Upon doing the edits and attempting to run a document comparison, the results were not useful and not accurate.  The operator did not want to submit this document back to the attorney in its current condition.  Let’s examine some of the issues that were found. - When examining the two versions track changes were active in both versions. We went into both versions and “accepted” the proposed changes for both versions followed by turning off the Tracking process on both. - Next we looked at the multilevel outline for both documents and noted that the version 2, although it visually looked the same, the outline in version 1 used styles and the version 2 used body text styles that were manually manipulated to make the paragraphs look similar to those in version 1. - W...

MS Office Legal and Corporate:  It’s Usually The Same Type of Situation With A Number of Variations… Scenario :  So an operator gets in touch and they have a number of issues with setting up documents from scratch namely multilevel outlines.  Even though they have been working in the environment for some time, they still have glitches and issues that are not resolved.  I will let you know what the issue was in a moment.  Another issue this person brought up, is that each time a question is asked, depending on the issue, they receive multiple different answers and sometimes conflicting which is why we were called. Luckily, we are from the industry and know the routines and the software that is used in the top-tier firms on a daily basis.  We train from basic-advanced and also offer Specialty Classes, Tailored Classes, Workshops and A Walk In the Center Class. If you have any gaps in your knowledge, concerning Litigation related documentation or the formattin...

  Displaying Field Codes Instead of their values - What Is Going On? This situation crops up from time to time whereby a completed TOC, TOA and Index of Terms shows up as a one line field code instead of the usual look of the finished TOC, TOA and Index.   If you want to see what this looks like go to a completed TOC, place your cursor on the completed TOC and use Shift and F9.  Upon doing so, your TOC will collapse down to a one line field code.  If you right click on that same TOC and select Toggle Field Code you will get the same result.  Doing Shift F9 again and/or the Toggle will then reverse the process. If this happens to you at work, and you never experienced this before, this minor problem can take you off guard. So, the question becomes what is causing my TOC, TOA and Index to display as a one line field code? The setting under File, Options, Advanced, Show Document Content, "Show Field Codes Instead of their values" is the culprit and that needs ...

MS Office Legal and Corporate - Those Symbols have always been there… Scenario :  During a training session, a student said that they noticed symbols to the right of the style name within the right side style palette.  I told them that those symbols have always been there…always.  Let’s go over them together: First :  To get to the Right Side Style Palette:  Under the Home Tab (right side of ribbon) , look for styles and all the way to the right of the word Styles click the little box to open up the right side style pallet.   Once the right side pallet opens, look for the word “ Preview ”, and make sure it is checked.  When checked, we can see the look of all styles.  Under “ Options ” ask for “ All Style s” and list them “ Alphabetically ”. Now let’s talk about the symbols: Any style with a “ paragraph symbol ” to the right of the style name is a “ Paragraph Style ”.  When in Draft View , the left side tracking panel shows what style you ha...