Tuesday, February 28, 2017

Displaying Recent Documents and the Pin Feature By Louis Ellman

I like to write articles whereby the concept is simple but because you just don't know the remedy, this can cause unnecessary stress;

Let me give you a scenario:  
This situation does not have to be a law firm but can happen in any firm:

Attorney says:  I need to get into a document.  They say you worked on it a few hours ago.  I don't remember the name, but you worked on it recently so we should see it in your recently edited files.  You go to File and there is only 1 file listed.  The setting that would show you all of your recently edited files has to be accessed and bumped up so that your "Recently Edited" list displays the all important documents that the attorney needed to get into.  

Not knowing how to remedy this can place you in a stressful position.  

So how do we bump up the number of recently edited documents?

1. Click on File.
2. Go To Options
3. Under Advanced, go the section heading that says "Display"
4.  Under Display, bump up the number of documents that you want to show in your Recently Edited Documents.

Pins:

You will notice that next to each "Recently Edited Document" in the list you will see a PIn like graphic.

That Pin, if clicked, will take that document and will throw it to the top of the list and will make a divider line between the "PINNED" documents and your Recently Edited Documents.  The PINNED document will act like a quick access bookmarked file and will not get replaced as do the documents on the "Recent List" as documents pile up.

Note:  If you want to pin a file not available on the “Recent Documents” list, open the file once and close it. It will then be available on the “Recent Documents” list.

To Pin a Folder:

1. To pin a folder to the “Open” screen, click “Computer.”
2. Move your mouse over a folder in the list of “Recent Folders” on the right side of the “Open” screen. Click the sideways push pin icon to pin the folder to the “Open” screen.

Expert MS Word 2007-16 Legal Word Processing Training- Basic-Advanced
www.advanceto.com



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