Microsoft Word for Legal Professionals. Table of Contents

Similar documents
Microsoft Word 2007/10/13 For Legal Professionals

Microsoft Word 2010 Introduction

Appendix A Microsoft Office Specialist exam objectives

Microsoft Word Part I Reference Manual

Microsoft Office Word 2010

Microsoft Word 2016 Basics Unit 1

Word 2010 Skills Checklist

Word Select New in the left pane. 3. Select Blank document in the Available Templates pane. 4. Click the Create button.

S ignature WORD. Nita Rutkosky MICROSOFT. Pierce College at Puyallup Puyallup, Washington

MS Word 2010 An Introduction

Managing Document Properties

North Shore Innovations, Ltd.

Word Level 1: Beginner. Get started in Word. Apply basic text formatting. Arrange paragraphs on the page

Introduction to Microsoft Word 2010

The New Office 2010 Interface and Shared Features

3. Click the Change Case button. 4. On the menu, click the desired case option. Managing Document Properties

Word - Basics. Course Description. Getting Started. Objectives. Editing a Document. Proofing a Document. Formatting Characters. Formatting Paragraphs

Excel Main Screen. Fundamental Concepts. General Keyboard Shortcuts Open a workbook Create New Save Preview and Print Close a Workbook

Word Getting Started The Word Window u vw. Microsoft QUICK Source. Creating a New Blank Document. Creating a New Document from a Template

MICROSOFT WORD 2010 BASICS

Portage Northern High School Computer Applications * Microsoft Office 2010 Course Syllabus Mrs. Meyer

Microsoft Word 2007 Module 1

Microsoft Word Important Notice

The New Office 2007 Interface and Shared Features

Microsoft Word 2016 For Mac For Legal Professionals

Productivity Tools Objectives

Productivity Tools Objectives 1

AVANTUS TRAINING PTE LTD

Spreadsheets Microsoft Office Button Ribbon

Table of Contents. Word. Using the mouse wheel 39 Moving the insertion point using the keyboard 40 Resume reading 41

Correcting Grammar as You Type. 1. Right-click the text marked with the blue, wavy underline. 2. Click the desired option on the shortcut menu.

Word Processing Microsoft Word 2010

Mi c r o s o f t Wo r d Qu i c k Re f e r e n c e Ca r d

Lesson 13 Editing and Formatting documents

LECTURE 08B: EXPLORING MS OFFICE WORD 2010

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

Microsoft Certified Application Specialist Exam Objectives Map

Quick Start Guide - Contents. Opening Word Locating Big Lottery Fund Templates The Word 2013 Screen... 3

Using Microsoft Office 2003 Intermediate Word Handout INFORMATION TECHNOLOGY SERVICES California State University, Los Angeles Version 1.

Microsoft Office Word 2016 for Mac

Minimize Restore Close. Top Level Tabs. Quick Access Toolbar. Title Bar. Ribbon. Group. Rulers. Status Bar View Buttons.

Contents. Introduction 15. How to use this course 18. Session One: Basic Skills 21. Session Two: Doing Useful Work with Excel 65

What can Word 2013 do?

Word 2010 Beginning. Technology Integration Center

Excel 2010 Level 1: The Excel Environment

Microsoft Word 2010 Tutorial

Introduction to Microsoft Office 2016: Word

Course Title: Microsoft Office ( 2016)

Correcting Grammar as You Type

All Shortcut keys for MS Word

Introduction to Microsoft Word 2010

Microsoft Word Chapter 2. Creating a Research Paper with Citations and References

2018 Computer Proficiency Assessment Test

2Word Basics. 6Reviewing, Viewing. 3More Word Basics. 5Reference Tools & 4Graphics, Tables & Word 2010 T ABLE O F C ONTENTS.

Office 2019 Part 1. by Peter Weverka

Contents. Introduction 13. Putting The Smart Method to Work 16. Session One: Basic Skills 23

Microsoft Office Word 2010

Anleitungen für Word 2016 als Word-Dokument zum Ausdrucken und fürs Intranet

Step-by. A Very Warm Welcome to the Exciting World of Computers. Let s get Started It s easy with my Step- Instructions

WHAT S NEW IN WORD 2007 & HOW TO CUSTOMIZE IT

University of Sunderland. Microsoft Word 2007

Word 2013 Beginning. Technology Integration Center

MICROSOFT WORD 2010 Quick Reference Guide

Using Microsoft Word. Table of Contents

San Pedro Junior College. WORD PROCESSING (Microsoft Word 2016) Week 4-7

Introduction to Microsoft Word 2010

Understanding Word Processing

Applied Systems Client Network SEMINAR HANDOUT. Document Setup in TAM Changing from Office 2003 to 2007, where ARE things now?

Strands & Standards WORD PROCESSING

Your Total Training Resource. Microsoft Word. To Schedule / Need Additional Information

MICROSOFT ACADEMY WORD STUDY GUIDE FOR CERTIFICATION EXAM

Quick Reference Summary

Microsoft Office Word. Help. Opening a Document. Converting from Older Versions

Line Spacing and Double Spacing...24 Finding and Replacing Text...24 Inserting or Linking Graphics...25 Wrapping Text Around Graphics...

Beginning Microsoft Office 2010

Course Outline. End User Computer Skills Programme. Microsoft Office Word. Duration: 5 Days

Formatting Documents (60min) Working with Tables (60min) Adding Headers & Footers (30min) Using Styles (60min) Table of Contents (30min)

Microsoft Word 2010 Introduction. 5/18/2010 Archdiocese of Chicago Mike Riley

Computer Nashua Public Library Introduction to Microsoft Word 2010

Introduction to Microsoft Office 2007

Office 2013 Part 1. by Peter Weverka

If there is not a shortcut icon on the desktop: Click on the Start menu > All Apps> and select Word 2016 from the list.

6Reviewing, Viewing & 2Word Basics. 3More Word Basics. 5Reference Tools & 4Graphics, Tables & Word 2016 T ABLE O F C ONTENTS

MS Word Professional Document Alignment

Microsoft Word 2010 Introduction

MS WORD. You can use it for writing letters, reports and so on.

Microsoft Word 2010 Basics

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.

Unit D Lecture Notes Word 2003

Certificate II in Information Technology

Word Processing. EXAM INFORMATION Items. Points. Prerequisites. Grade Level. Course Length. Career Cluster EXAM BLUEPRINT. Performance Standards

Marian Dalton, CML Mohamed Mufassirin, SEUSL GCFLearnFree.org. Introduction

Word 2016: Core Document Creation, Collaboration and Communication; Exam

Microsoft PowerPoint 2016 Basics Unit 1

Course Outlines. e-learning Course Outline. 20 West 33rd Street, 4th Floor New York, NY Call: (888)

Word Long Docs Quick Reference (Windows PC)

Microsoft Word 2010 Part 1: Introduction to Word

Bridge Course Information and Communication Technology

NOBLE INSTITUTE OF COMPUTER ACCOUNTANCY

Changing Worksheet Views

Transcription:

Microsoft Word for Legal Professionals Chapter 1. Key For Using This Manual... 1 Ribbons... 1 Groups... 1 Launchers... 1 Chapter 2. Stop Letting Word Abuse You... 2 With Word, Practice Does Not Make Perfect... 2 Two Important Facts About Microsoft Word... 2 Why Word Is Frustrating... 2 How To Achieve Word Enlightenment... 2 Word Processing Is Complicated So Training Is Required... 3 Benefits of Word Processor Efficiency for Law Offices... 3 Ultimate Tool for Creating Work Product... 3 Client Service and Professionalism... 3 Keeping Up... 4 Efficiency... 4 Self-Reliance... 4 Reduction in Malpractice Risk... 4 Chapter 3. Managing Documents In a Law Firm... 5 What Is Document Management?... 5 What Are Files and How Are They Stored?... 5 Disk Storage... 5 Folder Structures... 5 Organization... 5 Recommended Structure for a Law Firm... 5 Law Firm Rules for Naming Files when Saving... 6 Length of Names... 6 Acceptable Characters... 6 Unacceptable Characters... 6 Suggested File Naming Convention... 6 Searching for Documents... 7 Chapter 4. New File Types and Related Issues... 8 Description of the New File Types... 8 Benefits of the New File Types... 8 Issues the New File Types Create for Lawyers... 8 Which Versions of Word Work With Which File Types... 8 Problems Trading Documents With Opposing Counsel and Others... 9 Problems Trading Documents Internally... 9 What You Can Do About These Issues... 9 Microsoft Word for Legal Professionals Page 1

Chapter 5. Word's "Fluent User" Interface... 10 Quick Access Toolbar... 10 Tabs... 10 Contextual Tabs... 10 Ribbon... 10 Ribbon Controls... 11 Word 2007 Basic Interface Terminology... 11 Office Button... 11 Word 2010 Basic Interface Terminology... 12 Info: Convert Button... 13 Info: Protect Document Button... 13 Info: Check for Issues Button... 13 Info: Manage Versions Button Versions... 14 Info: Manage Versions Button Recover Unsaved Documents... 14 Recent... 14 New... 14 Print... 15 Save & Send... 15 Word 2013/16 Basic Interface Terminology... 15 Open... 15 Share... 16 Share: Email... 16 Export... 16 Account... 16 Chapter 6. Recommended Customizations... 17 Quick Access Toolbar - Suggested Law Office Modifications... 17 Saving as PDF... 18 Problems With Word's Default Formatting for Legal Users... 18 Word's Default Template... 19 Normal.dotm... 19 Un-Hiding The Templates Folder... 20 How To Fix Word's Formatting Defaults... 21 Change Your Default Font Formatting... 21 Change Your Default Paragraph Formatting... 22 Change Your Default Section Formatting... 23 Default Settings Do Not Affect Existing Documents... 23 Set Up the Styles Pane for a Law Office... 23 Make Styles Appear Alphabetically... 26 Customize the Status Bar... 26 Turn On The Ruler... 27 How to Create Keyboard Shortcuts... 27 Chapter 7. Significant New Features in Word 2010... 29 Protected View... 29 Improved Paste Functionality... 29 Microsoft Word for Legal Professionals Page 2

New Navigation Pane... 30 Customize Ribbons... 31 Better Collaboration... 31 Backstage View... 31 Print with Live Preview... 32 AutoText and QuickParts Get AutoCompleted... 32 Chapter 8. Significant New Features in Word 2013... 33 New Read Mode... 33 Resume Reading... 33 Simple Markup... 33 Reply to Comments and Mark Them as Done... 33 Open and Edit PDFs... 33 Design Ribbon... 33 Lock Track Changes... 33 Collapse and Expand a Document... 33 New Landing Page... 34 Chapter 9. Significant New Features in Word 2016... 35 Better Help - Tell Me Box... 35 Smart Lookup... 35 Chapter 10. Default Setting Changes for Word 2007... 36 In General... 36 Word Options Popular... 36 Word Options Display... 37 Word Options Proofing and Autocorrect... 38 Word Options Proofing... 41 Word Options Save... 42 Word Options Advanced Editing: Options... 43 Word Options Advanced Cut, Copy and Paste... 43 Word Options Advanced Show document content and Display... 44 Word Options Advanced General and Compatibility Options... 45 Word Options Trust Center Trust Center Settings: Privacy Options... 46 Chapter 11. Default Setting Changes for Word 2010... 47 In General... 47 Options General... 47 Microsoft Word for Legal Professionals Page 3

Options Display... 48 Options Proofing... 49 Options Proofing Autocorrect Button... 49 Options Save... 53 Options Advanced Editing Options... 54 Options Advanced Cut, Copy and Paste... 54 Options Advanced Show Document Content and Display... 55 Options Advanced General and Compatibility Options... 56 Options Trust Center Trust Center Settings Button Trusted Documents... 56 Options Trust Center Trust Center Settings Button Macro Settings... 57 Options Trust Center Trust Center Settings Button Protected View... 57 Options Trust Center Trust Center Settings Button File Block Settings... 58 Options Trust Center Trust Center Settings Button Privacy Options... 58 Chapter 12. Default Setting Changes for Word 2013... 60 In General... 60 Options General... 60 Options Display... 61 Options Proofing... 62 Options Proofing and Autocorrect... 63 Options Save... 66 Options Advanced Editing Options... 67 Options Advanced Cut, Copy and Paste... 67 Options Advanced Show Document Content... 68 Options Advanced Fidelity & General... 69 Options Advanced Layout Options... 70 Options Trust Center Trust Center Settings Button Trusted Documents... 71 Options Trust Center Trust Center Settings Button Macro Settings... 71 Options Trust Center Trust Center Settings Button Protected View... 71 Options Trust Center Trust Center Settings Button File Block Settings... 72 Options Trust Center Trust Center Settings Button Privacy Options... 73 Lock In Your Setting Changes... 73 Fix Track Changes Settings... 73 Change the Markup... 73 Track Changes Options... 74 Microsoft Word for Legal Professionals Page 4

Chapter 13. Default Setting Changes for Word 2016... 75 In General... 75 Options General... 75 Options Display... 76 Options Proofing... 77 Options Proofing and Autocorrect... 78 Options Save... 81 Options Advanced Editing Options... 82 Options Advanced Cut, Copy and Paste... 82 Options Advanced Show Document Content... 83 Options Advanced Fidelity & General... 84 Options Advanced Layout Options... 85 Options Trust Center Trust Center Settings Button Trusted Documents... 86 Options Trust Center Trust Center Settings Button Macro Settings... 86 Options Trust Center Trust Center Settings Button Protected View... 86 Options Trust Center Trust Center Settings Button File Block Settings... 88 Options Trust Center Trust Center Settings Button Privacy Options... 89 Lock In Your Setting Changes... 89 Fix Track Changes Settings... 89 Change the Markup... 89 Track Changes Options... 90 Chapter 14. Default Setting Changes for Word 2011 for Mac... 91 In General... 91 Preferences General... 91 Preferences View... 92 Preferences Edit... 93 Preferences Spelling and Grammar... 94 Preferences AutoCorrect... 95 Preferences Save... 97 Preferences Print... 98 Preferences Compatibility... 99 Preferences Track Changes... 100 Preferences User Information... 101 Preferences Security... 102 Preferences Feedback... 103 Microsoft Word for Legal Professionals Page 5

Preferences File Locations... 104 Preferences Ribbon... 104 Chapter 15. Where to Get Help With Word... 107 Options For Self Help... 107 Use Word's Built In Help... 107 Use the Word "Most Valuable Professionals" Web Site... 107 Use Microsoft's Web Site... 107 Call or Email Someone Who Can Help... 107 Three Golden Rules Legal Users Need to Know... 107 Chapter 16. Word Basics... 109 File Operations... 109 Create a New Document... 109 Save a File... 109 Using Save As... 109 Closing a Document... 110 Opening a Document... 110 Creating New Folders... 110 Renaming Files or Folders... 111 Tip - Selecting More Than One File or Folder at a Time... 111 Screen Views - Improve or Enhance Document Viewability... 111 Zoom (Magnify) Screen View... 112 Legal Tip - Making On Screen Document Review Easier with a Portrait Monitor... 113 Legal Tip - Increase Productivity with Dual Monitors... 114 Viewing Two Sections of the Same Word Document Simultaneously... 114 Splitting a Document... 114 Viewing Same Document in Side By Side Windows... 115 Legal Tip - Full Screen Edit Mode... 116 Print and Print Preview... 116 Print Entire Document... 116 Changing Print Options (Word 2007)... 117 Changing Print Options (Word 2010/13/16)... 117 Print Preview (Word 2007)... 118 Protecting against Lock-Ups and Document Corruption - Legal Tip... 118 How to Recover a Corrupted Word File... 118 Chapter 17. Tools for Document Editing... 120 Why This Is Important... 120 Moving Around Long Documents... 120 Navigation Shortcut Keys... 120 Browse Object Button (Word 2007/10 only)... 120 Undo and Redo Shortcut Keys... 121 Insert Text... 121 Microsoft Word for Legal Professionals Page 6

Select Text... 121 Two Methods... 121 Selecting with the Mouse - Multiple Techniques... 122 Selecting with the Keyboard - Multiple Techniques... 122 Legal Tip - Selecting Non-Linear Blocks of Text... 122 Legal Tip - Selecting Non-Contiguous Text... 122 Delete Text... 122 Shortcut Keys... 122 Replace Text... 123 Copy, Cut and Paste... 123 Copy and Paste:... 123 To Move (Cut and Paste):... 123 Drag and Drop Text Editing... 124 Paste Options Button... 124 Solution to Formatting Problems when Pasting Text... 124 Paste Options... 124 Legal Tip - Strip Formatting Off of Copied Text When Pasting... 124 Copying Text From Multiple Sources for Insertion into a New Document... 125 Word's 24 Clipboards... 125 Legal Tip - Using Go To for Quick Navigation... 126 Legal Tip - Holding Your Place in Long Documents with Virtual Bookmarks... 126 What Is a Bookmark?... 126 How Lawyers Use Bookmarks... 126 How to Create a Bookmark... 127 How to "Jump" to a Bookmark... 127 Legal Tip - Finding Text in Your Documents... 127 Highlighting Hits... 128 Searching for Formatting Attributes... 128 Search for Special Characters... 128 Using Wildcards... 129 Find and Replace... 129 Chapter 18. Proofing Your Work... 130 Customizing Spell and Grammar Check... 130 Spell Check... 130 Grammar Check... 131 Spell Check... 131 Editing the Dictionary... 131 Useful Reference Web Sites... 132 AutoCorrect... 133 To Create an AutoCorrect Entry... 133 Legal Tip - Use AutoCorrect Proactively... 134 AutoCorrect Smart Tags... 134 Adding AutoCorrect Entries while Spell Checking (Word 2007/10 Only)... 135 Grammar Checker... 135 Thesaurus... 136 Microsoft Word for Legal Professionals Page 7

Chapter 19. Word Formatting Principles... 137 The Microsoft Word Approach to Formatting... 137 Font Formatting... 137 Paragraph Formatting... 137 Section (Page) Formatting... 138 Reveal Formatting... 138 Format Painter... 138 Wipe Out All Paragraph and Font Formatting... 139 Strip Font Formatting... 140 Strip Paragraph Formatting... 140 Chapter 20. Font Formatting... 141 Adopting Uniform Standards for Your Firm... 141 Font Group on the Home Ribbon... 141 Formatting Specific Characters... 141 Symbols... 141 Insert a Symbol... 141 Legal Tip - Symbols Used in Legal Documents... 141 Assign Your Own Shortcut Keys to Symbols... 142 Other Font Formatting Tips... 142 Change the Case of Text You've Already Typed... 142 Stretch Your Text for Titles... 142 Hide Text for Comments or Questions... 143 Emphasizing Text in a Document... 143 Highlighting Text Using the Highlighter Button... 143 Highlighting Text Using Shading... 144 Changing the Color of Text... 145 Text Effects (Word 2010/13/16 Only)... 145 Non-Breaking Spaces and Hyphens... 145 Chapter 21. Paragraph Formatting - Fundamentals... 146 Paragraph Group of the Home Ribbon... 146 What Happens when Paragraph Marks Are Deleted... 146 Paragraph Alignment... 146 Line Spacing... 146 Automatic Spacing Between Paragraphs... 147 Rule: It Is Incorrect to Create Vertical Spacing Between Paragraphs with Hard Returns... 147 Spacing Measurements... 147 Spacing Before... 147 Spacing After... 147 Keeping Text and/or Paragraphs Together... 147 To Keep Paragraphs Together... 147 To Keep Text within a Paragraph Together... 149 Microsoft Word for Legal Professionals Page 8

Automatically Start a Paragraph at the Top of a New Page... 149 TIP - What To Do If You Experience Bizarre Page Breaks... 150 Tabs... 150 Change the Default Tab Stops... 150 Types of Tabs... 150 Set Custom Tab Stops Using Tab Selector Box... 150 Set Custom Tab Stops Using Tabs Dialog... 151 Clear Specific Tabs... 151 Clear All Tabs... 152 Tab Leaders... 152 Signature Lines... 152 Rule: It's Incorrect To Create Signature Lines With Underscores or Tables... 152 How To Create Signature Lines With Tabs... 153 Indents... 153 First line Indent... 153 Hanging Indent... 153 Left Indent... 153 Right Indent... 153 Dual Indent... 153 Indent Using the Horizontal Ruler... 154 Indent Using the Tab Selector... 154 Indent Using Keystrokes... 154 Indent with the Paragraph Dialog Box... 154 Borders and Shading... 155 Borders around Text... 155 Shading inside a Border... 156 Chapter 22. Paragraph Formatting - Paragraph Numbering and Bullet Points... 157 Bullets and Numbering Ideally Should Be Linked to Styles... 157 Never Use The Numbering or Bullets Buttons -... 157 Single Level Bullet Points... 157 What Is a Bullet Point?... 157 Apply Bullets... 158 Change The Bullet Symbol... 159 Change The Bullet Indents And Alignment... 159 Add Spacing Between Bullets... 159 Turn Off Bullets... 159 Single-Level Paragraph Numbering... 160 Multi-Level Paragraph Numbering... 160 How Multilevel Paragraph Numbering Works... 160 Why You Should Use Multilevel Numbering In Every Circumstance... 160 Set Up a Multilevel Paragraph Numbering Scheme... 160 Add Spacing Between Numbered Paragraphs... 163 Make All Paragraphs Double Spaced... 163 Restart Numbering at 1... 163 Make Changes To Your Numbering Scheme... 163 Turn Numbering Off... 164 Microsoft Word for Legal Professionals Page 9

Chapter 23. Page Formatting (Sections Part 1)... 165 Non-Section Breaks... 165 Types of Non-Section Breaks... 165 How to Insert a General Break... 165 Section Breaks... 166 In General... 166 How to Insert a Section Break... 166 Types of Section Breaks... 166 Multi-Section Documents... 166 Page Setup... 166 Setting Margins... 167 Different Margin for the First Page of a Document... 167 Orientation... 168 Pages... 168 Change Paper Size... 169 Setting Up Your Document for Manual Feed... 169 Headers and Footers... 170 Vertical Alignment... 170 Line Numbering... 170 Borders... 171 Legal Tip - Printing Specific Sections and Pages... 171 Chapter 24. Headers, Footers & Page Numbering (Sections Part 2)... 172 Header and Footer Ribbon... 172 Create a Header or Footer... 172 Our Advice on Page Numbering... 172 There Are Two Ways to Add Page Numbers... 172 Problem With Page Number Button... 172 Page Numbers Manually Inserted into a Header or Footer... 172 Insert the Total Number of Pages in the Document... 173 Number All Pages Except The First... 173 When This Is Appropriate... 173 How To Set It Up... 173 Create Page Numbering within Multi-Section Documents... 174 What Is a Multi-Section Document?... 174 Page Numbering Rules... 174 Example... 175 Insert the Total Number of Pages in a Particular Section of the Document... 178 Insert the Filename and Path in the Footer of Your Document... 179 Add Filename and Path to Last Page Footer (Automatically)... 180 Chapter 25. Styles - The Basics... 181 What Are Styles?... 181 Word Uses Styles Whether You Want Them or Not... 181 Microsoft Word for Legal Professionals Page 10

Two Formatting Approaches in Word... 181 Direct Formatting (Wrong Way)... 181 Formatting With Styles (Right Way)... 181 Advantages of Styles... 182 Speed... 182 Easy Updating... 182 Enforce Formatting Consistency and Make Editing Easier... 182 Tables of Contents... 182 Navigation... 182 Where Styles Are Stored... 182 Types of Styles... 182 Paragraph... 182 Character... 182 Linked... 183 Table... 183 List 183 All-Important Rules of Styles... 183 Every Instance of Unique Formatting Requires a Different Style... 183 Word Uses Styles Without Your Knowledge or Consent... 185 There is No Off Button... 185 If You Don't Control Styles, They Control You... 185 Every Document Has 247 Styles Built In... 185 You Can't Delete System Styles But You Can Change What They Do... 185 You Can Create Your Own Styles... 185 The Style Inspector Will Make All Of This Much Easier... 185 Direct Formatting Creates Layers (Which You Don't Want)... 185 You Can Scrape Direct Formatting Off of Text With Shortcut Keys... 186 Once a Style Is Applied to Text, You Can Change The Text By Modifying The Style... 186 Use System Styles Whenever Possible... 186 Default Style... 187 Normal Style... 187 Change Normal... 187 Clear Formatting... 188 Changing the Font For the Entire Document... 189 The Wrong Way to Do It... 189 The Right Way to Do It... 189 Determine the Default Font... 189 Determine If the Default Font Is Applied... 190 Changing the Applied Font If It Is the Same as the Default Font... 190 Changing the Applied Font when the Default Is Not Applied... 191 "Printing" Problem Actually Related to Font Selection... 191 The Problem... 191 TrueType, OpenType and Printer Fonts... 191 Using Existing Styles... 192 Styles and Formatting Task Pane... 192 Apply Existing Style... 192 Create and Apply New Styles... 192 Style to Work Only within the Current Document... 192 Style to Work within All New Documents... 193 Microsoft Word for Legal Professionals Page 11

Modify an Existing Style... 193 Using Styles... 194 Formatting Without Styles... 194 Formatting With Styles... 194 Which Method You Should Choose... 194 When You Must Use Styles... 194 Copy Existing Styles Into Documents You're Working On... 195 Copy Styles From Your Default Template... 195 Copy Styles From Any Other Document/Template Into a Document You're Editing... 196 Chapter 26. Styles - Advanced... 198 The Key to Success... 198 Tips and Things to Remember before We Get Started... 198 STEP 1 - Modify the Heading Styles or Create Your Own... 198 Modify Heading Styles... 199 Create Your Own Styles... 200 STEP 2 - Create Your Outline Numbering... 200 STEP 3 - Apply Styles to Your Paragraphs... 202 STEP 4 - Subsequent Formatting Changes... 202 Other Items To Consider... 202 Chapter 27. Quick Style Sets... 203 Why Quick Style Sets Are Important... 203 Styles Gallery... 203 Removing Styles from the Styles Gallery... 204 Adding Styles to the Styles Gallery... 204 Create a Quick Style Set... 204 Steps for Word 2007/10... 204 Steps for Word 2013/16... 204 Where Quick Style Sets are Stored... 204 Apply a Quick Style Set... 204 Uses for Quick Style Sets... 205 Sharing Quick Style Sets... 205 Chapter 28. in Legal Documents... 206... 206 Document with Segregated Titles... 206 Generate the TOC... 206 Document with Non-Segregated Titles... 209 Setting Up The Linked Style(s)... 210 Generate the TOC... 212 Update the... 213 Formatting the... 213 Microsoft Word for Legal Professionals Page 12

Chapter 29. Table of Authorities... 214 In General... 214 Using a Third Party Program... 214 Using Word's Built-In Feature for TOA... 214 Mark the Citations... 214 Generate a Table of Authorities Based on Your Marked Citations... 214 Page Number Warning... 215 Editing Table of Authorities Entries by Editing TOA Fields... 216 Long Citation Fields... 217 Short Citation Fields... 218 How Word uses Long and Short Citation Fields... 218 Changing the format or text of the case citation in the Table of Authorities... 219 Table of Authorities Styles... 220 Changing or Renaming Categories... 220 Changing a Citation's Category... 221 Chapter 30. Cross Referencing Paragraph Numbers... 222 Cross References... 222 Insert a Cross Reference Using the "Numbered Item" Method... 222 Insert a Cross Reference Using the "Bookmark" Method... 222 Update Cross References... 223 Chapter 31. Redlining & Protecting Attorney Work Product... 224 Negotiating Documents in General... 224 Comments... 224 Adding Comments... 224 Reply To A Comment... 224 Resolving a Comment/Marking As Done... 225 Comparing Documents Electronically... 225 Step 1 - Fix Balloons... 225 Step 2 - Set Your Compare Options... 226 Step 3 - Save the Modified Version of the Original Document with a Different File Name... 227 Step 4 - Compare the Original Document to the Edited Document... 227 Step 5 - Show the Source Documents... 229 Step 6 - Accept or Reject Proposed Changes... 229 Combining Documents... 230 Common Problem for Lawyers:... 230 Word 2003:... 230 Word 2007/10/13/16:... 230 Tracking Changes as you Edit... 231 Prevent Editors from Turning Off Track Changes... 232 Metadata... 233 Problems with Metadata... 233 Metadata Removal Tool... 234 Microsoft Word for Legal Professionals Page 13

Protecting Confidential Documents - Legal Tip... 235 Encrypt And Set A Password To Open A Document... 235 Set Password to Modify or Make Your Document Read Only... 235 Chapter 32. Automate with Macros and AutoText Clause Libraries... 237 AutoText... 237 What Happened to AutoText in Word 2007... 237 Accessing AutoText in Word 2007... 237 AutoText in Word 2010/13/16... 237 Accessing AutoText in Word 2010/13/16... 237 Create AutoText Entries... 237 Insert an AutoText Entry Into Your Document... 238 Quick Parts... 238 Create Quick Parts... 239 Insert a Quick Part Into Your Document... 239 Where AutoText and Quick Parts Are Stored... 239 What Are Macros?... 239 When Should I Use a Macro?... 239 Where Are Macros Stored?... 240 Moving Macros from One Template to Another... 240 Record Macros... 240 If You Make a Mistake while Recording a Macro... 241 Play Macros... 241 Assigning a Macro To a Keystroke... 241 Assigning a Macro to a Quick Access Toolbar Button... 242 Chapter 33. Templates in General... 243 Templates Defined... 243 Why You Need to Use Templates... 243 Two Basic Types of Templates... 243 Global Templates... 243 Where Global Templates Must Be Stored... 243 Document Templates... 243 Where Document Templates Are Stored... 244 Normal Template (Default)... 244 Working with Templates... 245 Load a Template... 245 Global Templates... 245 Creating Templates... 246 Using Templates... 246 Modify a Template... 248 Sharing Templates... 248 Microsoft Word for Legal Professionals Page 14

Chapter 34. Fillable Form Templates... 249 What Are Fillable Form Templates?... 249 Significant Benefits of Fillable Forms... 249 Create a Form... 249 Form Field Descriptions and Uses... 252 Text Form Fields... 252 Check Box Form Field... 254 Drop Down Form Field... 254 Advanced Techniques... 255 Repeat the Result of One Field in Other Places in the Document... 255 Making Fields Contingent Upon Another Answer... 256 Automatically Unlock the Form... 257 Fill a Form... 258 Using Fill-In Fields... 258 Chapter 35. Mail Merge... 260 When Mail Merge Is Useful... 260 Steps In a Mail Merge... 260 Mail Merge Example... 260 Chapter 36. De-Construct and Re-Build Any Document - No Matter How Bad It Is... 262 We ve All Been There... 262 Step One - Turn On Show Hide... 262 Step Two - Determine If You Need To Start With a New Document... 262 Step Three - Copy or Create... 262 Make A Copy If Not Starting Over... 262 Paste The Text Into A New Document If Starting Over... 263 Step Four - Take Notes About What You re Trying To Replicate... 263 Step Five - Remove Unnecessary Keystrokes... 264 Delete All Sections Breaks... 264 Remove Tabs... 265 Remove Unnecessary Hard Returns... 266 Step Six - Wipe Out All Font and Paragraph Formatting... 266 Step Seven - Fix Default Font and Paragraph Settings... 267 Step Eight - Fix Default Page Settings... 268 Add Back In Section Breaks You Need... 269 Step Nine - Fix Page Numbering... 269 Step Ten - Delete Any Manually Compiled Reference Tables... 270 Step Eleven - Build and Apply Styles To Handle Formatting... 270 Clean Up the Styles Pane... 270 Customize Your Styles... 271 Microsoft Word for Legal Professionals Page 15

Step Twelve - Deal with Footnotes... 271 Step Thirteen - Add Paragraph Cross References... 272 Step Fourteen - Generate Tables of Contents and Authorities Properly... 272 Chapter 37. Envelopes... 273 Printing an Envelope... 273 Changing the Envelope Delivery Address and Return Address Fonts... 273 Chapter 38. Endnotes and Footnotes... 275 Insert a Footnote... 275 Edit a Footnote... 275 Delete a Footnote... 275 Convert Endnotes to Footnotes or Vice Versa... 276 To Convert Just One Note... 276 Force Each Footnote To Stay Together On One Page... 276 Change the Footnote Separator Line... 276 Chapter 39. Tables... 278 What Is a Table?... 278 Inserting a Simple Table... 278 Basic Editing of a Table... 278 Add or Remove Cell Borders and/or Shading... 278 Change the Width of a Column... 279 Change the Height of a Row... 280 Sort Data in a Table... 280 Convert Text to a Table and Vice Versa... 280 Perform Calculations in a Table... 280 When Should I Use Tables?... 281 Chapter 40. Auto Numbering (Lettering) Exhibits and Schedules... 282 Auto-Numbering/Lettering Exhibits or Schedules To A Document... 282 Fixing The Caption Style... 283 Cross Referencing to Exhibits and Schedules... 283 Chapter 41. Working With WordPerfect Documents... 284 Why Word Users Need To Understand How To Handle WordPerfect Documents... 284 Recommended Approach: Word Users Who Occasionally Edit WP Documents... 284 Recommended Approach: WP Users Who Occasionally Edit Word Documents... 285 Options for Word Users Who Have To Convert WP Documents To Word... 285 Microsoft Word for Legal Professionals Page 16

Option 1 - Let Word Do The Conversion... 285 Option 2 - Let WP Do The Conversion... 285 Option 3 - Buy a Conversion Program... 285 Option 4 - Hire Someone... 285 Option 5 - D.I.Y. Scorched-Earth Approach... 285 Problems With The Foregoing Options... 286 Issues With Word's Conversion... 286 Issues With WordPerfect's Conversion... 286 Issues With a Third Party Program Like CrossWords... 286 Issues With Hiring Someone... 286 Issues With D.I.Y. Scorched-Earth Approach... 286 Recommended Option For You... 287 If You Get an Error Opening WP Documents In Word... 287 Word's WP Converter May Not Be Installed... 287 If You Have WP, Try Saving As a Word File... 287 If You Are Switching from WP to Word... 288 How To Clean Up A Document Word or WP Converts... 288 Basic Cleanup... 288 Additional Cleanup Items... 290 Make a Record of Current Formatting... 291 Develop Your Styles and Apply Them... 291 Formatting Raw Text... 291 Chapter 42. Common Speed Keys... 292 Microsoft Word for Legal Professionals Page 17