AdvanceTo Legal and Corporate Word Processing Training

  Showing Both Paragraph And Page In A Cross Reference. Example :  See Section 8.2 on Page 5. 1. There are times when we use Cross Referencing to show both a numbered paragraph location as well as the page that it resides on . Look at the example above: 2. As we can see above, we have not only set a Cross Reference for a particular paragraph that we want to direct the reader of the document back to, but we also want to Cross Reference the page number that the reference presently resides on. 3. In order to do this, it is a two step process. First, we have to set the Cross Reference for Paragraph (as shown above in See Section 8.2) and then we have to separately set the Cross Reference for the Page Number (as shown above as Page 5 ).  Note that for the Paragraph , we use Numbered Item and Paragraph .  For the Page Reference , we use Numbered Item and Page Number.   Look at the two pictures above to carefully to see how we set up each part before we bring in the ...

Field Shading On Word Fillable Forms - On or Off  On doing fillable forms, using MS Word 2007-365, (under the Developer Tab ), you have a choice of using the old style fillable forms ( Legacy ) or the newer version which is known as ( Content Control ).  The legacy package works in compatibility mode as well as MS Word document mode .  The Content Control package of fillable forms works in documents saved as Microsoft Word Macro Enabled .  If you do not have your Developer Tab, go to File , Options , Customize Ribbon and check the “ Developer Tab ” in the right side of the Customize Ribbon Dialog Box . Many times we use a hybrid of both the new fillable forms and the old in the same document. Most people don't care if the grey shading is visible on the text fields of the form while others want it off.  It should also be noted that from document to document,  I have seen the setting we are about to discuss both on and off so you have to check. This ...

MS Word Legal:  The Strategy Session Volume 2.   Getting Ready and Structure First:  Clearing up those Issues From The Very Start That Tend To Hold Us Back… Clearing up the very thing that confuses most new MS Word users that is of course Page Numbering and Section Breaks!  I wrote this book only a few years ago but it holds up fine and our students use these methods every day! We teach for the public, top-tier legal firms, outsource legal staff, large corporations and I consistently see one thing that they all have in common: They do not have a routine that they use before they ever start editing a document.  Also, they do not have a routine that they use to properly segment, page number and title all items relating to structure.  This is across the board.  This book goes over these routines piece by piece and this is the same vital and unique info that we personally share with our students including many inside tips that are used in top-tier firms. ...

  MS Word Legal and Corporate:  Properly Inserting Footnotes When The Footnote Text is at Another Location. Scenario :  We get a call from a paralegal who is inserting footnotes into a document that he is helping to prepare.  He says that each time he brings the footnote text in from the other document (as text to be inserted), the text being copied looks terrible.  Either the font is wrong or the size is wrong and he does not want to have to key in the text from scratch for each individual footnote when the text has already been provided for him.  Got it? Some Basic Rules: The Footnote Reference Number is the number displayed in the body of the text as well as at the bottom of the corresponding footnote.  The style controlling the look of the Footnote Reference Number is called “ Footnote Reference .” The footnote text sitting in your open footnote is controlled by the style “ Footnote Text ”. So when I need to modify the look of the Footnote Referen...

  Sometimes A Tab Is Not The Answer.. Scenario : We have a Heading 1 . The Heading 1 is centered.  The Numbering part of the Heading is the word " Section " followed by the Auto Number "1" .  The Textual part of the Heading 1 has the words " Deposits, Payments and Withdrawals ".  BOTH pieces of the Heading 1 are underscored with no gaps as shown in the picture below: 1.  So for the Numbering and Textual aspect of the Header we take care of the font and make sure we select the Underline.  Before we leave the Multilevel Dialog Box we also choose " Follow Number With Tab ", to create space between the Numbering and Textual part of the Heading . 2.  As I said, both pieces of the Heading were using Underscore so once I completed the Font area for the Textual piece (the text past the “Section 1” area), the problem then surfaced.  I am not getting a continuous line as needed. 3.  Although both pieces (Number Aspect and Textual Aspect), were set fo...

MS Word Legal and Corporate- It’s Okay - We Can Do This Table… Scenario:  Secretary needs to input a table with 8 columns in Portrait.  This table is in the back of the document as Exhibit A.  Her main concern is getting the table in portrait with the boundaries of a 1 inch left and right margin.   We can do this.  Let’s go over a few things: We will make sure that we insert a new section break for this Exhibit. We need the new Section for a few reasons.   Reason 1: We need to insert a new page number system namely A-1. A and hyphen typed in manually and the “1” is auto generated.   Reason 2: If we cannot get the table to fit within the boundaries of 1 inch left and right margins, we will then drop the left and right margins to 0.5 left and right for “this Section” only. So, back to the table. Go to Insert Table and look for “Insert Table” again in the Insert Table Dialog Box. You want 8 columns and 20 rows. In “Print Layout View” a little target...