Sizing Up Your Documents When Setting Them Up From Scratch!

Sizing Up Your Documents When Setting Them Up From Scratch!



Scenario: An attorney brings to you a document that is composed of hand written pages, typed up pages that will be inserts, some of the typed up pages have document numbers where you can grab the material without having to type the insert related material.  The attorney has asked you to please create a TOC, TOA and Index of Terms page.  You are also informed that there will be an Exhibit A and B in the back of the document.  So knowing this info upfront, how do we go about segmenting the document into its proper sections?

  1. Of course we need a cover page.  Most probably it will need a border and will be centered vertically on the screen.  Therefore we need a Section Break “Next Page” after our cover page.
  2. For our TOC, TOA and Index Pages, we need a page break after the TOC, a page break after the TOA and a Section Break “Next Page” after the Index of Terms page.  This second section will have a i, ii, iii type Numbering.
  3. Our main section of our document (Section 3) will have the 1,2,3 style of Numbering.  You will need “Different First Page” to hold off page 1 on page 1.  At the end of the main part (Section 3) make a Section Break Next Page.
  4. Exhibit A has its own section (Section 4) and will be numbered A-1.  Make a Sectioned Break “Next Page” after your Exhibit A.
  5. Exhibit B has its own Section (Section 5), and will be numbered B-1.

This gives you a little insight on how we go about sizing up documents when we have to do them from scratch.

Training From An Inside Perspective...
Basic through Advanced MS Office Legal and Corporate Secretarial and Word Processing Training…

888-422-0692 Ext. 1 and 2

Teacher Connected Books and Video

Email:
Louis@advanceto.com

Hey Students:  

Hey Students:  AdvanceTo teaches a great Styles and Formatting Class which includes signatures, page numbering across multiple sections, our famous Getting Ready Routine and a ton more.  This is a very thorough and fun class and the length is 4.5 hours hands-on through Zoom or phone.  A ton of great material that you can make use of right away!   Narrative material and homework included as well!  The class can be split in two.  The cost $175.00.  Purchase of two or more classes as well as groups always receive discounts!

If you are a Secretary who needs to learn the solid basics of formatting and styling letters, memos and other correspondence then this class is for you!




Comments

Post a Comment

Popular posts from this blog

Removing My Continuous Section Breaks Results Is now Destroying My Next Page Section Breaks

Image
Removing My Continuous Section Breaks Is now Destroying My Next Page Section Breaks A lot of you will appreciate this particular write-up.  At one time or another, you have had this happen. I don't believe this is a basic or advanced thing.  This is just one of the many things that can drive you crazy. Scenario :   You run an Index of Terms and realize that you have placed your cursor in the wrong location and now you have an Index of Terms in an unintended location.  You already had saved the document, so you can't undo it.  As you know, a completed Index of Terms is surrounded by two "Continuous Section Breaks".   Note :  Normally, if the Index of Terms is generated in the proper place, the Continuous Breaks cause No Harm.   Now the fun begins.   1.  As you attempt to remove the Continuous Section Breaks, they then eat up the previous " Next Page " type Section Break and befor...
Read more

MS Office Legal and Corporate - You have to start somewhere…

Image
MS Office Legal and Corporate - You have to start somewhere… AdvanceTo is one of a few training companies that offer top-tier style training for legal and corporate firms.  We have worked within the industry as IT Help Desk, Lead Operators, Coordinators as well as Corporate Trainers. We train individuals as well as training within legal and corporate firms, full training of Outsource Legal Staff, offering full courses as well as workshops for everyone. We get calls from younger people who have graduated from high school as well as those who have graduated from a two year college and are looking to be trained for Secretarial, Administrative Assistant as well as those who are interested in becoming a Word Processing Operator .   We love to train people from scratch and when finished, they are operating on a high level with a thorough understanding of MS Office along with the understanding of the legal and/or corporate environment.  When one is trained from the beginning in ...
Read more