AdvanceTo Legal and Corporate Word Processing Training

Keep Your Skills Up To Date. We can Help You Do Just That! Being that we teach students from all types of legal firms, I see students  that know a little bit about a lot of topics.  If they happen to be in a particular area of the law, they then tend to be very weak on those  functions that are used in other areas of the law.   But what happens if you are reassigned to another attorney who has a different practice area and all of a sudden you feel like a fish out of water?  Or even worse, you lose your current position and have to take hands on MS Word agency tests? You want to be in position whereby you will know what you need to be solid on before you go to an agency for a hands on test.  That is why I have authored this great book "BEFORE TAKING YOUR MS WORD HANDS-ON SECRETARIAL OR WP TEST." The book is thorough, visual and explains everything in detail as I always do.  Below is the description.  Use this book as a SAFETY NET to keep your aware...

Update Fields Before Printing This selection appears under File, Options , Display , Printing .  What Does It Do? If you have a Table of Contents, Table of Authorities, Index of Terms, Cross References within your document, then each time you go to print that setting will make sure that those items are totally up to date.   Note : You can simply uncheck " Update Fields Before Printing " if you do NOT want the TOC, TOA and Index to be updated automatically. The system would simply wait for you to update each individual item as needed. Sometimes, the attorney does not want you to run the TOC, TOA or Index after each and every editing session. In that case, you need to deselect this “Update Fields Before Printing” selection which then places you in position to update these items individually as needed. If you have been given instruction to “make sure” that a particular field is NOT updated, then you can lock a particular field and then unlock it when the attorney is ready to upd...

Text Form Field In Adobe PDF Leaving Tell Tale Signs... Scenario :  The attorney had asked us to alter an existing PDF file that we could not alter by editing the text of the PDF.  In order to alter certain areas, we used the Text Form Field of Adobe which is part of Fillable Forms.  We could have also used Nuance which has its own Fillable Forms section.  We used the Text Form Field to type over the text of the PDF file where we needed to change the text.  We matched the text size and font type and it looked real good.   The problem surfaced when we took a second look at the PDF file and we could see a blue tinge wherever we used a Text Form Field in order to obscure (hide) the text that sits under the Text Form Field.  The attorney did not want that tell tale sign that we had altered the existing document. This is because it is an invitation to try and see what is underneath the “patch” that we used in order to change the document text in certain are...

Dealing With The Tab Type Selector and The Tabs Dialog Box You would be very surprised how many people have never realized that there is a " Tab Type Selector "all the way to the left of your ruler. 1.  For starters, if your Ruler is not visible, go to your View Tab and on the left side of the Ribbon make sure you place a check next to "Ruler".   2.  Now that your Ruler is visible, look all the way to the left of the ruler and you will see.a little box.  Click on it until you get an "L".  That is a left tab type.  Click twice more and you see a backwards "L".  The backwards L is a  "Right Tab" type. 3.  This is the point.   Whatever Tab Type is sitting in your Tab Type Selector, will determine what Tab Type you get when you click on the ruler. Below are the major Tab Types: Left The text extends to the right from the tab stop.  The right side of the paragraph is uneven Center The text is centered at the tab stop. Right The text exte...

Know When To Use Section Breaks Being that I do training, I get to see a lot of documents regarding the overuse and/or unnecessary use of section breaks. The reason we need to introduce a new section break is because something significant is about to change. 1.  Many cover pages use "alignment center" while the remainder of the document uses alignment top.  Therefore going from cover to the first top align page that follows needs a section break to ensure separation between cover format and the rest of the document format.  Areas where Page borders are being used need their own Section as well. 2.   Page numbering type changes .  Going from I,Ii,iii, type numbering as used in your TOC, TOA and Index of Terms to 1,2,3 style of numbering as used in the main part of the document  needs a section break.  It must be used to make sure that the two separate numbering systems can exist independently within the document. 3.   Exhibit numbering after the m...

Section Printing - Focusing On What You Need To Print Targeting What You Need To Print: This feature has come to the rescue many a time when the pressure is on, an attorney is standing in the center with you or at your secretarial station, he/she is pacing back and forth and they need a particular piece of a large document right away.  Your “ Status Line ” at the bottom of your screen (left hand side) will save the day. Some of you know exactly what I am referring to. They want a particular piece of the document printed because they need to edit it, they need to go to a meeting with it, they have a conference call due to come in and they just need a particular piece of the whole: What are some of those things that people do and what can you do? 1. An initial thing people do under pressure is to send the entire document to print. Then they look for the piece that is requested while the attorney looks at them like they are crazy.  2. Misinterpret the page numbering system within...

The Getting Ready Routine: Booklet By Louis Ellman The proper set up of your screen and settings before you start to style and/or edit your document. I have taught MS Word for Legal Firms for many years, placed numerous people in all facets of law firm personnel including secretaries, paralegals, word processing operators and IT Help Desk. In all the years I have been doing this, I have not witnessed many a student or long time secretary or operator go through this essential and vital routine that will be throughly revealed in this booklet.  All of my students receive this from day 1.  Once you know it you will surely never operate again without first doing this routine. With this knowledge, you will have all vital settings taken care of and visually, you will have a ton of info at your fingertips.  You can then comfortably move forward and style and/or edit your document. Our students reach a high level of understanding and competence, Most of my students are working and...

Your Ruler Will Tell You What You Need To Know.  Just Take A Look... As part of our set up routine ("Getting Ready") that we use with all of our students, we have them check that their margins are 1 inch Top, Bottom, Left and Right.  But, if you look at your ruler when you open a document, your right margin (which looks like home plate in baseball) will tell you right away what is going on with your margins. 1.  If the Right Margin is sitting at 6.0 on your ruler then you know that your Left and Right Margin is set at 1.25 and needs to be reset to 1.0 on the Left and Right. 2.  If the Right Margin is sitting at 6.5 then you know right away that your Margins are at 1.0 on the Left and Right and you are good to go. 3.   What, you don't see your Ruler?  Under the " View Tab " on the left side make sure that Ruler Box is checked. Training From An Inside Perspective 888-422-0692 Ext. 1 and 2 www.advanceto.com www.awalkinthecenter.com Teacher Connected Book...

Flattening An Image To Save a Step, Quality, Time and to Enhance Security. Premise :  We have been asked to place a passport photo, electronic signature as well as a thumb print photo within a PDF file for a high level transaction.   Whether you prepare all of this in MS Word and then save as PDF or using Adobe Pro or Nuance, preparing the above within Adobe or within Nuance followed by a save, you will have separate layers in the finished PDF file. The danger is, that those who know how, can go to those layers and remove the added items such as the electronic signature and whatever else, thus making the document unsecured.   The same goes for text form fields that can be edited or patches that are placed over areas of text to obscure or hide items that we do not want the recipient to see. The question then becomes when we put the MS Word Doc or Adobe Doc together can’t we just print it out and scan it in?   Sure you can, and that would solve the security problem, bu...

Setting A Document Password vs. Restrict Editing This write-up will be helpful in clarifying the difference between setting a Password for a document so that the recipient cannot open it without the having the password.  This is different from making use of " Restrict Formatting and Editing Mode " which allows the recipient to access the document but having restrictions placed on what can be altered.  So let us go over both: Password Protection:   Go To File, Info "Protect Document" Permissions. Under the "Protect Document" Button, go down to "Encrypt With Password". Type Your Password.  Make sure you write it down somewhere.  Also, from experience, make sure your fingers are on the proper place on the keyboard because you can type your "password" in wrong 2x and think you typed it in correctly.  Then, when someone tries to open it with your "password", it does not work and you and the recipient are locked out and stressed out...

PowerPoint Training for Corporate and Legal Firms As Well As Brand Development  AdvanceTo Training does in person and/or Zoom Power Point Classes which cover the very basics through advanced level so that you can operate comfortably in a legal or corporate environment.  This includes everything from  charts, photos, outlines, master slides, animation, transition, music, narration and much more.  This is a great class for those who work in legal, corporate or business people and entrepreneurs who need to create their own ad material and video. We are a trusted source for generic MS Word, Excel, PowerPoint, Document Management, Adobe Pro, Nuance, and other third party software. We train for major corporations, outsource firms as well as small firms and individuals. Anyone who takes the Power Point class will receive a set of supplemental materials which will serve as a great summary of everything we go over together. The class is 5 hours and can be split into sepa...