Speakers 8/5/2011. Presented by Donna Payne, CEO Tara Byers, VP of Development Susan Horiuchi, VP of Training

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1 Presented by Donna Payne, CEO Tara Byers, VP of Development Susan Horiuchi, VP of Training Speakers Donna Payne was the first recipient of the LTN Consultant of the Year award, and she received the Lex Proficio award for lifetime achievement at the ABA TechShow. Donna is a frequent speaker at conferences worldwide and has spoken to congressional committees, the Senate and at international judicial conferences on the subject of metadata and preventing accidental disclosure and malpractice. She is the author of 12 books, including the bestselling series, "Word for Law Firms." Tara Byers is Vice President of Development at PayneGroup. Tara manages the research and development team, project managers and support staff for Forms and Numbering Assistant. Not only does she work with her team, she spends time talking with clients to learn what features to add to the products to help improve workflow and automation. Previously Tara was Vice President of Training where she managed large-scale migrations including International projects with more than 40 offices. Susan Horiuchi is Vice President of Training at PayneGroup. Susan travels the world managing trainers and client migrations, also teaching our signature class, Master Series: Word for Law Firms. Susan developed the PayneGroup FAST training method enabling IT staff to quickly get up to speed on changes within the Microsoft Office applications which is one of the offerings that PayneGroup provides firms moving to Office Susan was a contributing author to Word for Law Firms. 1

2 Agenda Word PowerPoint Excel Outlook Office Security Changes Customize the Ribbon (Custom Building Block Galleries, Macros) Compatibility Video & Graphics Change file type New Metadata Slicers & Sparklines Revised Functions/Algorithm Changes Increased Capacity MailTips: What are They and How are They Configured? Building Blocks are not just for Word! Protected View: What Does it Mean and What Configuration Makes Sense for Your Firm? Pros & Cons of the Microsoft Security Settings Q&A Ready, Set, Hands On... 2

3 Word 2010 Customize Office (not for Word only) Create a custom ribbon Tab, groups, and commands Add macros Add Building Block galleries Create entries for the custom galleries How to share these customizations 3

4 Compatibility Checker Select the version when checking feature compatibility Word 2007 Word PowerPoint

5 Trim Video Easily control the start and end points of a video Remove Background Original Picture Modified Picture 5

6 Save as Picture Presentation Automatically converts each slide to a picture Keeps the integrity of the content Disables the editing of slide details A good alternative to saving as PDF Metadata Selection Pane Hide objects and pictures Backstage View Reveal elements about the file 6

7 Excel 2010 Slicers For PivotTables On the PivotTable Options tab, Sort & Filter group, click Insert Slicer For PivotCharts On the PivotChart Tools Analyze tab, in the Data group, click Insert Slicer 7

8 Sparklines Intense, simple, wordsized graphics, as their inventor Edward Tufte describes them in his book Beautiful Evidence. Excel Enhancements & Fixes New algorithms in order to improve the accuracy of our statistical, financial and math functions Introduced over 45 new functions which will help with consistent and accurately named functions When legacy workbooks are opened in 2010, functions will be recalculated with new algorithms for accuracy 8

9 Increased Capacity Feature Excel 2003 Excel 2007/2010 Rows 65,536 1,048,576 Columns ,384 Colors million Conditional Formats (cell) 3 Unlimited Sorting levels 3 64 Undo Levels AutoFilter Items 1,000 10,000 Limit of characters typed 32,767 32,767 into a cell Characters displayed in the 1,024 32,767 formula bar Unique Styles in Workbook 4,000 64,000 Characters in Formula 1,000 8,000 Nested Formulas 7 64 Function Arguments Cell references 8,000 Unlimited Outlook

10 MailTips Configuration Appear at the top of your message to provide information and give you more information about scenarios: Invalid recipient address Large number of recipients External or Restricted recipient Recipient using automatic replies Moderated contact group Message too large to send Message too large for recipient Recipient's mailbox is full Mailbox quota about to be exceeded Microsoft Exchange Server 2010 is required for MailTips and must be enabled by the Exchange Administrator Building Blocks in Messages Save and reuse text Building Block entries in Outlook are separate from Word 10

11 Office Security Changes Protected View What does it mean and what configuration makes sense for your firm? Pros & cons of the Microsoft security settings Resources Deploying a Customized Ribbon and Quick Access Toolbar in Office Working with Movies in PowerPoint Sparklines for Excel Blog Plan Protected View Settings for Office 2010 TechNet article on configuring Protected View settings 11

12 Resources (continued) Changes in Outlook 2010 TechNet article detailing product and feature changes Microsoft Exchange News, case studies, white papers, and many links to product information and technical resources, to include what s new with Exchange Server Understanding MailTips Detailed explanation of each MailTip Configure Organizational Settings for MailTips Thank You! Visit our booth (216/218) at the Vendor Hall Headquarters Seattle, WA /1-888-GoPayne Training@payneconsulting.com 12