MS Word 2007-365 - Using The Hyperlink Feature When Setting Your Cross References...

MS Word 2007-365 - Using The Hyperlink Feature When Setting Your Cross References...


Scenario:  You are working on a document and have been asked to set up Cross References throughout the document.  The attorney also mentioned that he will be sending this same document to a client in PDF format for review.  

  1.  Under “References”, when clicking on the “Cross References Dialog Box” you will see that one of those items that come into play is the “Insert as Hyperlink” selection.   As you mark your Cross References, make sure that you use the “Insert as Hyperlink” selection.
  2. Within MS Word, using “Control Click”, will enable the reader to jump to the paragraph, page or footnote that is being Cross Referenced.
  3. When you or the attorney saves that document directly over to Adobe PDF format, then a “single click” on a particular “Cross Reference” within the PDF will take you to the paragraph, page or footnote being referenced.
  4. It should be noted that under File, Options, Advanced Options that you will see a selection that says “Use Ctrl + Click to follow Hyperlink”.  That is where the Control Click comes from for use within MS Word.
  5. Finally, when using Cross References within MS Word, always be aware that the document may be sent out as a PDF.  So, when converting the document over from within MS Word to PDF, (File, Save As) that this method will allow the document to be both searchable as well as having the active links for the Cross References.  If you should scan the document (scanning the hard copy) you can certainly run the OCR feature so it is searchable but the links for the Cross References will not be active.

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Hey Students:  AdvanceTo offers a great Corporate Legal Documentation Styles and Formatting Class. This thorough 4.5 hour class which includes great narrative material as well as homework, goes through the separate pieces of a corporate document piece by piece.  We will cover everything from Cross References to Multilevel Outlines and everything in between!  This is your chance to clear up a number of issues and subjects that perhaps were never quite explained properly.

The cost of this 4.5 hour hands on Zoom or phone class is $175.00 and the class can split into two sessions or can be done in 1 session.  Those who purchase 2 or more classes receive a discount as well as all groups receive a discount.


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