Creating Your Own Documents in RealtiWeb

Size: px
Start display at page:

Download "Creating Your Own Documents in RealtiWeb"

Transcription

1 Creating Your Own Documents in RealtiWeb This feature will allow you to create and save customized documents in addition to the standard documents provided in RealtiWeb. 1. Once logged into RealtiWeb, hover the cursor over the Tools tab at the top of the screen and select Documents. 2. Click on the blue text at the top right hand corner of the screen that reads Add a new document A new Document Wizard takes you through 5 steps to assist you in creating a new document. Document Wizard - Step 1: Document Name First, enter a name for the document into the field provided. When the document has been named, click to continue. Creating Your Own Documents in RealtiWeb Page 1 of 10

2 Document Wizard - Step 2: Document Category The next window gives you two separate options regarding the placement of the document in the Docs list. Either the document can be created without being attached to a specific category (in which case it goes to the Other category), or it can be placed within a category chosen from the drop-down menu. Again, once completed, click to continue. Creating Your Own Documents in RealtiWeb Page 2 of 10

3 OR Document Wizard - Step 3: Applicable Deal Types The third window outlines the deal type to which the document applies. The document can apply to one or all deal types. When the deal type(s) have been chosen, click on the button to continue. Creating Your Own Documents in RealtiWeb Page 3 of 10

4 Document Wizard - Step 4: Type of Document The fourth window determines what type of document is being created. A drop-down menu is provided where a document template must be chosen. Select the type of document template from the drop-down menu. Again, once completed, click to continue. Creating Your Own Documents in RealtiWeb Page 4 of 10

5 Document Wizard - Step 5: Document Looping The fifth window determines whether the document will be looped, and if so, what detail in the file it will be based on. Looping is required where there are multiples of a type of field or type of Creating Your Own Documents in RealtiWeb Page 5 of 10

6 information such as mortgages, transferees, transferors, etc. A drop-down menu is provided to select the looping criteria if the document is to be looped. Once the selection is chosen, click. OR Creating Your Own Documents in RealtiWeb Page 6 of 10

7 3. Next you will see the Document Setup window. At the top of the window, all of the attributes already chosen for the document in the Document Wizard can be edited by clicking on the Edit Attributes button. The template chosen can also be edited by clicking on the ellipsis button to the right of the Template Used field. Clicking on Click to Edit Margins, Fonts, etc heading opens a window with editing options for the margins, fonts, and paper sizes. This screen will allow format changes to be taken automatically from the template default, or you can manually change each setting. 4. The Document Settings provide the option to make changes manually, or to automatically generate settings and information with template defaults (note that the field options vary with the type of document requested in the Document Wizard). The changes can be made by clicking on the ellipsis and drop down arrow buttons. The checkboxes underneath the dropdown fields determine whether such items as the Legal Description and Closing Date will be included in the Re-line. Creating Your Own Documents in RealtiWeb Page 7 of 10

8 5. Below Document Setup is the Document Body section, where body text will be added. The text can have both manually entered, and pre-existing clauses. Manually entered text can be inserted by clicking on the light bulb icon, and pre-existing clauses can be chosen from a list by clicking on the arrow. Create Your Own Clauses Pre-existing Clause Selection You can also paste text into a new clause by pasting it into the create your own clause space. 6. If the pre-existing clauses are chosen there are a few options. The list of clauses can be displayed in one of two ways, either the Library view, or by Document view. Listing the clauses by Library sorts them into groups of related clauses, while listing them by Document lists and then by the document they can be found in. Creating Your Own Documents in RealtiWeb Page 8 of 10

9 Clauses listed by Library view Clauses listed by Document view Creating Your Own Documents in RealtiWeb Page 9 of 10

10 7. There is also an option to display clauses only related to a Purchase, Sale or Mortgage, and whether or not to display the clauses by name, instead of in a grouping. Once a clause has been previewed and chosen, it will be inserted into the document when you click OK at the top of the window. Clauses are listed by Name 8. At the bottom of the screen under the document body, fields the available signatures options to be included in the document will be provided (depending on the type of document). When you create a letter, the signature, electronic signature, initials, enclosures and cc are all options to be included in letter documents. Click on the dropdown arrows to display all possible options, select Use Template Default to automatically input the default setting. 9. Once all fields have been entered and all options have been chosen, scroll to the top of the screen and click on the button. The document should now be available along with all other documents in the Docs section. The button can be chosen to make a copy of any of the documents provided. RealtiWeb is a trademark of LawyerDoneDeal Corp. Creating Your Own Documents in RealtiWeb Page 10 of 10

Creating Your Own Documents in RealtiWeb

Creating Your Own Documents in RealtiWeb Creating Your Own Documents in RealtiWeb To create your own document in RealtiWeb use the following instructions: 1. From the Tools menu, select Documents. 2. Click on the blue text at the top right hand

More information

Creating a Portfolio in LiveText

Creating a Portfolio in LiveText Creating a Portfolio in LiveText Create a New Document A Template Outline will appear on the right side of the screen once a document template has been selected. The outline reflects the page and section

More information

Creating Labels using Label Designer

Creating Labels using Label Designer Creating and setting up a Single Spine Label Template. Creating Labels using Label Designer 1. Click on the Label Designer wizard found under Common Tasks in the Tech Toolbar. A listing of saved templates

More information

Shopping Cart: Queries, Personalizations, Filters, and Settings

Shopping Cart: Queries, Personalizations, Filters, and Settings Shopping Cart: Queries, Personalizations, Filters, and Settings on the Shopping Cart Home Page Use this Job Aid to: Learn how to organize the Shopping Cart home page so that it is easier to use. BEFORE

More information

Week 5 Creating a Calendar. About Tables. Making a Calendar From a Table Template. Week 5 Word 2010

Week 5 Creating a Calendar. About Tables. Making a Calendar From a Table Template. Week 5 Word 2010 Week 5 Creating a Calendar About Tables Tables are a good way to organize information. They can consist of only a few cells, or many cells that cover several pages. You can arrange boxes or cells vertically

More information

Working with Data in Microsoft Excel 2010

Working with Data in Microsoft Excel 2010 Working with Data in Microsoft Excel 2010 This document provides instructions for using the sorting and filtering features in Microsoft Excel, as well as working with multiple worksheets in the same workbook

More information

Outlook Basic Final Assignment Completed Examples

Outlook Basic Final Assignment Completed Examples Outlook Basic Final Assignment Completed Examples Task 1 Create a Signature, Contact, and Contact Group Image 1 Signature created with your personalized information Image 2 New contact created for Jane

More information

ING MATRIX USER GUIDE MLSOK

ING MATRIX USER GUIDE MLSOK EMAILING MATRIX USER GUIDE MLSOK Contents How do I email a listing?... 2 How do I set up an email signature?... 2 How do I set-up Prospect Autonotification (Auto-Email)?... 2 Prospect Autonotification...

More information

Microsoft Word. An alternative to following these steps are to double click on the Microsoft Word Icon on the desktop.

Microsoft Word. An alternative to following these steps are to double click on the Microsoft Word Icon on the desktop. Microsoft Word To access this Lesson Plan on-line, open up the library website www.bellevillelibrary.com and go to the tab that reads Adults. Scroll down and click on FREE Computer Lessons. On this page

More information

How to Mail Merge in Word & Publisher

How to Mail Merge in Word & Publisher How to Mail Merge in Word & Publisher Note: This guide provides instructions for using Excel 2010. If you have an older system, please see the Excel 2007 guide. Mail merging data from MiSiS into monthly

More information

Routing a BennyBuy Access Form Using DocuSign

Routing a BennyBuy Access Form Using DocuSign Routing a BennyBuy Access Form Using DocuSign Become a DocuSign sender If you have not already done so, review the overview, signing and sending videos on the Resources/Senders page of the OSU DocuSign

More information

Microsoft Word - Starting the Mail Merge Wizard

Microsoft Word - Starting the Mail Merge Wizard Microsoft Word - Starting the Mail Merge Wizard Starting the Mail Merge Wizard. 1. Select the Mailings tab. 2. Click the Start Mail Merge button 3. Select Step by step Mil Merge Wizard. 4. Select the type

More information

Ticket Mail Merge Instructions for MS Word 2007 and 2010

Ticket Mail Merge Instructions for MS Word 2007 and 2010 Before starting the mail merge process make sure both the ticket template merge document and bidder number excel file are saved to your computer. These files are located on the volunteer resource site

More information

Set Reserved Seats Rules Reserved Seats Tab

Set Reserved Seats Rules Reserved Seats Tab Set Reserved Seats Rules Reserved Seats Tab Reserved Seating can be difficult to manage. Review the following section carefully before entering any Reserved Seat criteria. Once enrollment exists you cannot

More information

An Introduction to Google Blogger

An Introduction to Google Blogger An Introduction to Google Blogger Signing In To sign into Google Apps for Education, 1. Go to http://go.uis.edu/google 2. Select Continue. 3. Select Blogger. Creating a New Blog To create a new blog with

More information

GuruFocus User Manual: The FilingWiz

GuruFocus User Manual: The FilingWiz GuruFocus User Manual: The FilingWiz Contents 0. Introduction to FilingWiz a. Brief overview b. Access 1. The Search Query Toolbox 2. The Search Results Column 3. The Highlights Column a. Highlights tab

More information

Newforma Contact Directory Quick Reference Guide

Newforma Contact Directory Quick Reference Guide Newforma Contact Directory Quick Reference Guide This topic provides a reference for the Newforma Contact Directory. Purpose The Newforma Contact Directory gives users access to the central list of companies

More information

The Newsletter will contain a Title for the newsletter, a regular border, columns, Page numbers, Header and Footer and two images.

The Newsletter will contain a Title for the newsletter, a regular border, columns, Page numbers, Header and Footer and two images. Creating the Newsletter Overview: You will be creating a cover page and a newsletter. The Cover page will include Your Name, Your Teacher's Name, the Title of the Newsletter, the Date, Period Number, an

More information

Planet RE Agent Training. Berkshire Hathaway HomeServices Nevada Properties

Planet RE Agent Training. Berkshire Hathaway HomeServices Nevada Properties Planet RE Agent Training Berkshire Hathaway HomeServices Nevada Properties Planet RE Outline Getting Started Log on to www.planetre.com Enter User Name: Enter Password: (Be sure to Change your Password

More information

Letter Assistant Word 2003 Setting up a New Letter DOC

Letter Assistant Word 2003 Setting up a New Letter DOC Letter Assistant Word 2003 Setting up a New Letter DOC QUICK DOC: Letter Assistant Word 2003 The type of letter(s) you will be sending will depend on where you go in Encompass. Our example will be if you

More information

Sharp Copier/MFP Downloading and loading Sharp copier/mfp print drivers (Windows PCs)

Sharp Copier/MFP Downloading and loading Sharp copier/mfp print drivers (Windows PCs) Sharp Copier/MFP Downloading and loading Sharp copier/mfp print drivers (Windows PCs) 1. Before you start to download your print drivers, you will need to determine exactly what version of Windows you

More information

Pennsbury G-Mail Composing and Sending Messages Compose

Pennsbury G-Mail Composing and Sending Messages Compose Pennsbury G-Mail Composing and Sending Messages From the main screen, click on the Compose button to begin drafting a new message: The new message window will appear. Enter the subject of the email on

More information

P3e REPORT WRITER CREATING A BLANK REPORT

P3e REPORT WRITER CREATING A BLANK REPORT P3e REPORT WRITER CREATING A BLANK REPORT 1. On the Reports window, select a report, then click Copy. 2. Click Paste. 3. Click Modify. 4. Click the New Report icon. The report will look like the following

More information

Purchase Order Creating a Manual Purchase Order

Purchase Order Creating a Manual Purchase Order ................................................................................................... Purchase Order Creating a Manual Purchase Order Pharmacy Technology Solutions Issued January 2014 Purchase

More information

6.3. Applying Designs CHAPTER

6.3. Applying Designs CHAPTER CHAPTER Now we ll look at the overall appearance of the slides. The slides could do with brightening up a bit to increase the impact of the presentation. We ll also insert some pictures to add interest.

More information

Getting Started. Custom Reports Software

Getting Started. Custom Reports Software Getting Started Custom Reports Software Custom Reports software Custom reporting The Custom Reports software lets you transfer quantitative results from Data Analysis into the Custom Reports spreadsheet

More information

Tenmast Software Delinquent Tenant Program User Manual

Tenmast Software Delinquent Tenant Program User Manual Tenmast Software Delinquent Tenant Program User Manual Table of Contents Introduction... 2 Main Menu... 2 Setup... 3 Reason Codes... 3 Status Codes... 4 Search Delinquent Tenant Database... 12 Edit/Review

More information

Word Tips & Tricks. Status Bar. Add item to Status Bar To add an itme to the status bar, click on the item and a checkmark will display.

Word Tips & Tricks. Status Bar. Add item to Status Bar To add an itme to the status bar, click on the item and a checkmark will display. Status Bar The status bar is located on the bottom of the Microsoft Word window. The status bar displays information about the document such as the current page number, the word count in the document,

More information

How to Create Custom Name Badge Inserts with a Mail Merge in Microsoft Word 2007

How to Create Custom Name Badge Inserts with a Mail Merge in Microsoft Word 2007 Many people know that you can use the Mail Merge feature in Microsoft Word 2007 to easily create mailing labels, but did you know you can use it to quickly create custom name badge inserts? Here, you will

More information

Creating letters using mail merge in Microsoft Word (Windows PC)

Creating letters using mail merge in Microsoft Word (Windows PC) Creating letters using mail merge in Microsoft Word (Windows PC) What is mail-merge? Mail merge is a tool in Microsoft Word that allows you to send out batches of personalised letters. Instead of sending

More information

Book Report. Activity 2. Objectives. Benchmarks for Technology Standards. Learning Objectives. Before the Computer.

Book Report. Activity 2. Objectives. Benchmarks for Technology Standards. Learning Objectives. Before the Computer. Book Report Objectives Each student will use the Google Docs word processing application to create a template that he or she can use to prepare a book report. Benchmarks for Technology Standards Students

More information

In this guide you will learn how to:

In this guide you will learn how to: Faculty Profile Instruction Guide In this guide you will learn how to: Log into your faculty profile Find your faculty profile Update primary contact information Update Bio Update Expertise Update Education

More information

1 User Guide. 1 Main screen

1 User Guide. 1 Main screen 1 User Guide 1 Main screen The opening screen appears in figure 1. Please wait until the loading bar (as shown in the bottom left) has filled up and the text changed from loading to completed. From the

More information

Excel Contents. MS Excel /3/2011 JSD#2-Neptune Page 1

Excel Contents. MS Excel /3/2011 JSD#2-Neptune Page 1 Excel 2013 Contents Contents... 1 Opening Start Screen... 2 Formatting cells... 2 Modifying information in a cell... 2 Autofil... 3 Merge and Center Headings and Merge Cells... 3 Auto Calculation... 3

More information

Microsoft Access 2003 Quick Tutorial

Microsoft Access 2003 Quick Tutorial 1 Starting Access: 1. If there is no Access shortcut on the desktop, select Start, then Programs, then Microsoft Office, and then Access. 2. When access is open select File and then click on Blank Database

More information

[Type text] DLC Client Manager Welcome Manual

[Type text] DLC Client Manager Welcome Manual [Type text] DLC Client Manager Welcome Manual Table of Contents Getting Started Prepping Your Data in Expert... 3 Logging In... 4 Synching with Expert... 5 Getting Started with Client Manager... 6 Working

More information

How to Make Your RooFolio

How to Make Your RooFolio How to Make Your RooFolio Table of Contents Contents Bar.1 Pages..3 Text Box 4 Slides. 4 Uploads... 5 Backgrounds...7 Publish & Share.8 Group Work.8 Publish 9 Contents bar The contents bar allows you to

More information

Manage Account Settings in D2L

Manage Account Settings in D2L Manage Account Settings in D2L 1. Login to D2L. There are two ways you can access your account settings from your D2L homepage. The first way is by clicking on Account Settings in the My Settings widget.

More information

LiveText Cheat Sheet (Please read this document in its entirety)

LiveText Cheat Sheet (Please read this document in its entirety) LiveText Cheat Sheet (Please read this document in its entirety) Getting Started: 1. After you have entered your user name and password this is the screen you should be seeing. Nothing here is shown, but

More information

CPSM MEDITECH Inventory Reports

CPSM MEDITECH Inventory Reports CPSM MEDITECH 5.67 Inventory Reports Contents CPSM Inventory Reports... 2 List Item Requisition Template Dictionary... 2 Print Department 6 Period Detail Report... 6 Print Item Requisitions... 10 Print

More information

Microsoft Office Access 2013

Microsoft Office Access 2013 Microsoft Office Access 2013 Intro to Access 2013 University Information Technology Services Training, Outreach & Learning Technologies Copyright 2014 KSU Department of University Information Technology

More information

A set of labels. envelopes, but. is the same. number. Steps. Merge. 8. Preview. Results. 9. Finalize. With the Mailings menu open, click

A set of labels. envelopes, but. is the same. number. Steps. Merge. 8. Preview. Results. 9. Finalize. With the Mailings menu open, click How to Perform a Mail Merge in Word 2007 This document details how to perform a Mail Merge in Word 2007. Using mail merge, you can create: A set of labels or envelopes: The return address is the same on

More information

Update The Raiser s Edge

Update The Raiser s Edge C HAPTER 5 Update The Raiser s Edge In This Chapter Overview... 38 Procedures... 38 Reference... 39 Update Raiser s Edge Step 1 of 4 Screen... 40 Edit an Action Screen... 41 Step 2 of 4 Screen... 42 Step

More information

Creating and Using an Excel Table

Creating and Using an Excel Table Creating and Using an Excel Table Overview of Excel 2007 tables In earlier Excel versions, the organization of data in tables was referred to as an Excel database or list. An Excel table is not to be confused

More information

Quick Start. for Advances. Online Banking

Quick Start. for Advances. Online Banking Quick Start for Advances Online Banking Table of Contents Create an Advance... 1 View Advance List.... 4 Online Banking Create an Advance STEP 1/7 Navigate to the Create New Advance Page Once logged in,

More information

MAIL MERGE LABELS USE THE MAIL MERGE WIZARD

MAIL MERGE LABELS USE THE MAIL MERGE WIZARD MAIL MERGE LABELS USE THE MAIL MERGE WIZARD When working with the Mail Merge feature, it is possible to create several types of documents, such as labels. In this document, information on how to set up

More information

EPIQ & Affiniti Report Template Editor

EPIQ & Affiniti Report Template Editor EPIQ & Affiniti Report Template Editor QuickGuide About the Report Template Editor Available on and off-cart (PC only) for EPIQ Evolution.0 and Affiniti AOS.5 systems and higher. The Report Template Editor

More information

Table of Contents. Options (Automatic Reply, Inbox Rules, Signatures, Security)

Table of Contents. Options (Automatic Reply, Inbox Rules, Signatures, Security) HPCSD June 2014 Table of Contents Accessing Your Email The OWA Window Creating a New Message Attachments Deleting a Message Creating a New Contact Create a Personal Distribution List Options (Automatic

More information

PowerPoint X. 1. The Project Gallery window with the PowerPoint presentation icon already selected. 2. Click on OK.

PowerPoint X. 1. The Project Gallery window with the PowerPoint presentation icon already selected. 2. Click on OK. PowerPoint X Launching PowerPointX 1. Start PowerPointX by clicking on the PowerPoint icon in the dock or finding it in the hard drive in the Applications folder under Microsoft PowerPoint. PowerPoint

More information

LiveText Cheat Sheet (Please read this document in its entirety)

LiveText Cheat Sheet (Please read this document in its entirety) LiveText Cheat Sheet (Please read this document in its entirety) Getting Started: 1. After you have entered your user name and password this is the screen you should be seeing. Nothing here is shown, but

More information

Administrative and Research Staff Profile Instruction Guide

Administrative and Research Staff Profile Instruction Guide Administrative and Research Staff Profile Instruction Guide In this guide you will learn how to: Log into your staff profile Find your staff profile Update primary contact information Update Bio (if applicable)

More information

Introduction to templates

Introduction to templates L E S S O N 5 Introduction to templates Suggested teaching time 35-45 minutes Lesson objectives In this lesson, you will learn how to use Word templates by: a b c Discussing and viewing existing templates.

More information

Microsoft Word 2010 Intermediate

Microsoft Word 2010 Intermediate Microsoft Word 2010 Intermediate Agenda 1. Welcome, Introduction, Sign-in 2. Presentation 3. a. Advanced Formatting i. Review: Use Select All to change alignment, font style, spacing ii. Headers and Footers

More information

Week 1 Word The Word 2010 Window

Week 1 Word The Word 2010 Window The Word 2010 Window Quick Access Toolbar Title Bar Ribbon Scroll Bar Document Area Status Bar Word 2010 New Features http://www.gcflearnfree.org/word2010 The Ribbon Territory File Tab A central location

More information

Grade: 7 Lesson name: Creating a School News Letter Microsoft Word 2007

Grade: 7 Lesson name: Creating a School News Letter Microsoft Word 2007 Grade: 7 Lesson name: Creating a School News Letter Microsoft Word 2007 1. Open Microsoft Word 2007. Word will start up as a blank document. 2. Change the margins by clicking the Page Layout tab and clicking

More information

Service Notifications

Service Notifications Service Notifications Service Notifications are used to communicate an upcoming service date and/or time to your customer by means of email, postcard or phone call depending on your company's processes

More information

Generating the SAR/Case Review Due Date Report

Generating the SAR/Case Review Due Date Report Overview The SAR/Case Review Due Date Report is a planning tool that assists caseworkers and supervisors in scheduling SARs and Case Reviews within the required timeframes. SACWIS staff has worked closely

More information

How to Show Tax Breakdown When Printing Sales and Purchasing Documents

How to Show Tax Breakdown When Printing Sales and Purchasing Documents SAP Business One How-To Guide PUBLIC How to Show Tax Breakdown When Printing Sales and Purchasing Documents Applicable Release: SAP Business One 8.8 India English July 2009 Table of Contents Introduction...

More information

Session 10 MS Word. Mail Merge

Session 10 MS Word. Mail Merge Session 10 MS Word Mail Merge Table of Contents SESSION 10 - MAIL MERGE... 3 How Mail Merge Works?... 3 Getting Started... 4 Start the Mail Merge Wizard... 4 Selecting the starting document... 5 Letters:...

More information

Completing CAFAS in KaleidaCare Solutions

Completing CAFAS in KaleidaCare Solutions Completing CAFAS in KaleidaCare Solutions June 2008 1 of 14 Table of Contents Introduction... 3 CAFAS Sections... 3 Add CAFAS...3 Client Association...4 CAFAS Information...4 Select a Trained CAFAS Rater...4

More information

You can clear the sample data from the table by selecting the table and pressing Delete.

You can clear the sample data from the table by selecting the table and pressing Delete. Making Quick Tables Choose Insert tab. Then click Table. Then click Quick Tables. Select the style of table from the Quick Tables Gallery. You can clear the sample data from the table by selecting the

More information

LAWSON PORTAL 9.0 REQUISITION CENTER (RQC): SHOPPING

LAWSON PORTAL 9.0 REQUISITION CENTER (RQC): SHOPPING LAWSON PORTAL 9.0 REQUISITION CENTER (RQC): SHOPPING CONTENTS: I. Logging In Page. 3 to 8 II. Profile Page. 9 to 11 A. Basic & Detail: Page. 9 to 10 B. Header Comments: Page. 11 to 12 III. Find / Shop

More information

Compare and Merge Track Changes

Compare and Merge Track Changes Compare and Merge Track Changes Course Description The document you have been working on for a couple of weeks is finally finished. Before sending the document to its final destination to be published,

More information

KIN 147 Lab Practical Mid-term: Tibial Acceleration Data Analysis Excel analyses work much better on PCs than on Macs (especially older Macs)

KIN 147 Lab Practical Mid-term: Tibial Acceleration Data Analysis Excel analyses work much better on PCs than on Macs (especially older Macs) KIN 147 Lab Practical Mid-term: Tibial Acceleration Data Analysis Excel analyses work much better on PCs than on Macs (especially older Macs) Your goal is to correctly analyze accelerometer data Analyzing

More information

4. The Utilities tab also contains the Registration, Dongle Activation, and Smart Update links which take you to the Registration Database online.

4. The Utilities tab also contains the Registration, Dongle Activation, and Smart Update links which take you to the Registration Database online. Premier+ Configure Page 1 Customize your Personal Settings 1. Open Premier+ Configure from the Premier+ Embroidery desktop icon or from the Start Menu/Premier+ Embroidery System program folder. Utilities

More information

INSERT SUBTOTALS Database Exercise Sort the Data Department Department Data Tab Sort and Filter Group

INSERT SUBTOTALS Database Exercise Sort the Data Department Department Data Tab Sort and Filter Group INSERT SUBTOTALS Subtotals are used to summarize data in a range of data. This command offers many kinds of summary information, including counts, sums, averages, minimums, and maximums. When this feature

More information

November Copyright 2016 Open Systems Holdings Corp. All rights reserved.

November Copyright 2016 Open Systems Holdings Corp. All rights reserved. This document describes the intended features and technology for TRAVERSE 11 as of November, 2016. Features and technology are subject to change and there is no guarantee that any particular feature or

More information

Microsoft Excel 2010 Basic

Microsoft Excel 2010 Basic Microsoft Excel 2010 Basic Introduction to MS Excel 2010 Microsoft Excel 2010 is a spreadsheet software in the new Microsoft 2010 Office Suite. Excel allows you to store, manipulate and analyze data in

More information

Introduction to Microsoft Word 2007 Quickguide

Introduction to Microsoft Word 2007 Quickguide Introduction to Microsoft Word 2007 Quickguide Opening Word -Click the Start button -Click Programs from the start menu -Select Microsoft Office -Click Microsoft Office Word 2007 -A new blank document

More information

How-To Guides. - Changing the Default Confirmation Message for Your Event. - Cancelling Registrations and Issuing Refunds on Certain

How-To Guides. - Changing the Default Confirmation Message for Your Event. - Cancelling Registrations and Issuing Refunds on Certain How-To Guides - Changing the Default Confirmation Message for Your Event - Switching a Certain Event Live - Cancelling Registrations and Issuing Refunds on Certain - Configuring and Creating Name Badges

More information

Word Long Docs Quick Reference (Windows PC)

Word Long Docs Quick Reference (Windows PC) Word Long Docs Quick Reference (Windows PC) See https://staff.brighton.ac.uk/is/training/pages/word/longdocs.aspx for videos and exercises to accompany this quick reference card. Styles Working with styles

More information

How to print a mail-merged letter using Microsoft Office Word 2002 (XP), 2003

How to print a mail-merged letter using Microsoft Office Word 2002 (XP), 2003 How to print a mail-merged letter using Microsoft Office Word 2002 (XP), 2003 How to print a mail-merged letter using Microsoft Office Word 2002 (XP), 2003... 1 STEP 1... 2 STEP 2... 2 Important Note...

More information

PowerPoint Launching PowerPointX

PowerPoint Launching PowerPointX PowerPoint 2004 Launching PowerPointX 1. Start PowerPoint by clicking on the PowerPoint icon in the dock or finding it in the hard drive in the Applications folder under Microsoft Office 2004. PowerPoint

More information

Setting up the Data Source Creating a Report Design Creating a Report Definition Adding it to the Queue Processing the Report

Setting up the Data Source Creating a Report Design Creating a Report Definition Adding it to the Queue Processing the Report Sunset Reports Your First Report This document will take you through the entire process of creating a simple report and putting it in the repository and having it updated each night. The steps involved

More information

All form templates are listed in a left-side menu in 'Forms' section, where you can also create a new form with a help of the blue button. (8.1.

All form templates are listed in a left-side menu in 'Forms' section, where you can also create a new form with a help of the blue button. (8.1. 8. Contact forms In this chapter you will learn how to create a contact form for your TYPO3 website. With this form you are able to add/edit the fields, set a receiving e-mail address and redirect to a

More information

ST. JOHN FISHER COLLEGE

ST. JOHN FISHER COLLEGE Word Mail Merge Table of Contents The Mailings Tab... 1 Main Document... 2 E-Mail Messages... 3 Create and print envelopes... 5 Create and print labels... 8 Connecting to a Data Source... 10 Filter list

More information

Paragon Essentials: Getting Started with Paragon 4 This manual sets the foundation for all future work in Paragon 4. It covers the basic activities

Paragon Essentials: Getting Started with Paragon 4 This manual sets the foundation for all future work in Paragon 4. It covers the basic activities Paragon Essentials: Getting Started with Paragon 4 This manual sets the foundation for all future work in Paragon 4. It covers the basic activities necessary to navigate the MLS. Table of Contents 1. Accessing

More information

Evoq 9 Content Managers Training Manual

Evoq 9 Content Managers Training Manual Evoq 9 Content Managers Training Manual Table of Contents Chapter 1: User Login... 2 User Login...2 User Login Screen...2 User Logout...2 Chapter 2: Navigating within Evoq 9...3 Editing Bar...3 Dashboard...4

More information

1) First, log into ConnectNow and you will be at your typical home screen:

1) First, log into ConnectNow and you will be at your typical home screen: End of Year Statements in Connect Now (running & printing) First, you will want to verify that all funds are correctly marked as tax deductible or not, that there is no missing information in your family

More information

Using the Mailing Wizard in TrialWorks

Using the Mailing Wizard in TrialWorks Using the Mailing Wizard in TrialWorks Version 11 and higher The Mailing Wizard simplifies the process for generating and sending the same document to multiple people. There are many applications for this

More information

To learn more about the Milestones window choose: Help Help Topics Select the Index tab and type in the feature. For Example toolbox.

To learn more about the Milestones window choose: Help Help Topics Select the Index tab and type in the feature. For Example toolbox. To learn more about the Milestones window choose: Help Help Topics Select the Index tab and type in the feature. For Example toolbox. 1 of 12 CHOOSE THE DATES TAB TO: 1. Set the schedule s Date Range.

More information

The HOME Tab: Cut Copy Vertical Alignments

The HOME Tab: Cut Copy Vertical Alignments The HOME Tab: Cut Copy Vertical Alignments Text Direction Wrap Text Paste Format Painter Borders Cell Color Text Color Horizontal Alignments Merge and Center Highlighting a cell, a column, a row, or the

More information

4. Click on Select Recipients>Use Existing List>Select LPL Fourth Coffee Data.xlsx>Open>Select Table-Friends-OK

4. Click on Select Recipients>Use Existing List>Select LPL Fourth Coffee Data.xlsx>Open>Select Table-Friends-OK Microsoft Word 2010 Mail Merge Envelopes Instructions Before you can use Mail Merge, you must create an Excel database of the recipients. This is your Data Source, and will link the names in the database

More information

Preview and Print Reports. Preview and Print Reports (for MAS Users) Participant Profile. Learning Outcomes

Preview and Print Reports. Preview and Print Reports (for MAS Users) Participant Profile. Learning Outcomes Preview and Print Reports Preview and Print Reports (for MAS Users) This document includes a copy of the concepts and procedures that form the basis of this selfpaced online learning module. As you work

More information

Creating Postcards in Microsoft Publisher

Creating Postcards in Microsoft Publisher Creating Postcards in Microsoft Publisher Open Publisher either from the desktop or through the Start menu. Once Publisher opens, select Postcards from the menu on the right hand side of the screen. Scroll

More information

Solar Campaign Google Guide. PART 1 Google Drive

Solar Campaign Google Guide. PART 1 Google Drive Solar Campaign Google Guide This guide assumes your team has already retrieved its template Solar Campaign folder from Vital Communities and shared it with the entire volunteer team on Google Drive. To

More information

The major change in Word is the ribbon toolbar. The File menu has been replaced with a button.

The major change in Word is the ribbon toolbar. The File menu has been replaced with a button. Word 2007 There are a lot of new changes to Office 2007. This handout will provide a few examples on how to do basic formatting. If at any point you get stuck, remember that Office has a feature that allows

More information

Getting Started with. Office 2008

Getting Started with. Office 2008 Getting Started with Office 2008 Copyright 2010 - Information Technology Services Kennesaw State University This document may be downloaded, printed, or copied, for educational use, without further permission

More information

NAU Affiliation Agreements

NAU Affiliation Agreements Contents Overview... 1 Search for existing agreements... 2 Initiate Standard Affiliation Agreement form... 3 Obtain affiliate approval... 6 Obtain NAU approval... 8 Changing a Standard agreement to Non-Standard...

More information

Tenmast Quick Start Guide

Tenmast Quick Start Guide Subject: The Handheld Meter-Reading Process Taking utility meter readings with a handheld computer in WinTen is a five-step process. In addition to these five steps, you may also wish to run reports on

More information

Open World 2008 Hands-On Lab. JD Edwards EnterpriseOne Embedded BI Publisher. OOW 2008 Hands On Labs JD Edwards EnterpriseOne

Open World 2008 Hands-On Lab. JD Edwards EnterpriseOne Embedded BI Publisher. OOW 2008 Hands On Labs JD Edwards EnterpriseOne Open World 2008 Hands-On Lab JD Edwards EnterpriseOne Embedded BI Publisher OOW 2008 Hands On Labs JD Edwards EnterpriseOne Table of Contents 1 TUTORIAL OVERVIEW...3 2 GENERATE XML...4 2.1 Sign-on...4

More information

Upside Approvers Job Aid

Upside Approvers Job Aid Upside Approvers Job Aid Approving Contract Documents a. In the Toolbar, click on the Print Preview icon. The Print Preview dialog box opens. b. Click the Prepare Document button. Before you approve a

More information

TABLE OF CONTENTS TABLE OF CONTENTS... 1 INTRODUCTION... 3 BREAK... 4 DEFINITIONS... 4 STEP BY STEP- SECTION BREAK... 6 PAGE NUMBERS...

TABLE OF CONTENTS TABLE OF CONTENTS... 1 INTRODUCTION... 3 BREAK... 4 DEFINITIONS... 4 STEP BY STEP- SECTION BREAK... 6 PAGE NUMBERS... TABLE OF CONTENTS TABLE OF CONTENTS... 1 INTRODUCTION... 3 BREAK... 4 DEFINITIONS... 4 WHY WOULD YOU USE THIS?... 4 STEP BY STEP- PAGE BREAK... 4 ALTERNATIVE METHODS... 5 STEP BY STEP- SECTION BREAK...

More information

Deleting Reports and Dashboards

Deleting Reports and Dashboards Deleting Reports and Dashboards This guide provides the steps needed to: Delete a report template you have created Delete a dashboard (report with dashboard prompts) you have created Delete a report link

More information

Create the Reasons Why Letter (RWL)

Create the Reasons Why Letter (RWL) How to Create the Reasons Why Letter (RWL) General A Reasons Why Letter (RWL) can be generated either for multiple products from the fact find sale screen, or for each individual product within the corresponding

More information

Materials for SOS Workshop No. 1 Getting more out of Microsoft Office Word

Materials for SOS Workshop No. 1 Getting more out of Microsoft Office Word Materials for SOS Workshop No. 1 Getting more out of Microsoft Office Word SOS Workshop Series 2014 Materials in Support of SOS Workshop No. 1 Updated 3 March 2014 Prepared by Karen Spear Ellinwood, PhD,

More information

CANVAS. Getting Started 1. Follow link - https://canvas.uw.edu 2. Log into Canvas 3. Click Account and select eportfolios

CANVAS. Getting Started 1. Follow link - https://canvas.uw.edu 2. Log into Canvas 3. Click Account and select eportfolios Getting Started 1. Follow link - https://canvas.uw.edu 2. Log into Canvas 3. Click Account and select eportfolios CANVAS 4. Click Create an eportfolio, type eportfolio name and select Make It Public a.

More information

Objective 1: Familiarize yourself with basic database terms and definitions. Objective 2: Familiarize yourself with the Access environment.

Objective 1: Familiarize yourself with basic database terms and definitions. Objective 2: Familiarize yourself with the Access environment. Beginning Access 2007 Objective 1: Familiarize yourself with basic database terms and definitions. What is a Database? A Database is simply defined as a collection of related groups of information. Things

More information

Google Sheets: Spreadsheet basics

Google Sheets: Spreadsheet basics Google Sheets: Spreadsheet basics You can find all of your spreadsheets on the Google Sheets home screen or in Google Drive. Create a spreadsheet On the Sheets home screen, click Create new spreadsheet

More information

New York City College of Technology. Microsoft Word Contact Information:

New York City College of Technology. Microsoft Word Contact Information: New York City College of Technology Microsoft Word 2016 Contact Information: 718-254-8565 ITEC@citytech.cuny.edu Opening Word 2016 Begin by clicking on the bottom left corner icon on the desktop. From

More information