Wednesday, March 29, 2017

Controlling The Look Of My Index of Terms Page Numbers

This does not come up everyday but when it does, it is good to know how to deal with it.  If you don't, a simple thing like this can lose you points on a test and force you to use Direct Formatting unnecessarily. It really is a very simple thing to do but people sometimes do not pick up on where this is taken care of.

Scenario:  You are asked to run an Index of Terms whereby the Page Numbers are requested to be Bolded or Italicized.  I have seen this scenario with a couple of different twists which I will go over with you.

1.  The Page Numbers of the Index of Terms are controlled from the "Mark Index Entry" Dialog Box.  Within the box, you have an area called "Page Number Format".  You can choose Bold, Italic or Bold Italic (Both)

2.  Now that you know how to control the Page Number in terms of attributes, let's run through the scenarios dealing with the generated Index of Terms.

3.  If they want the Terms Bolded, Underscored or Italicized only in the text of the document, mark the terms first then apply your attributes. Using a Character Style will give you the most control as to modifying or deleting the attribute.

4.  Conversely, if you want the Terms to show up with the Bold, Underscore or Italic Attribute in the Generated Index then apply your attributes first then mark each term.

5.  As to the Page No. Being Bold, Italic or both in your Index:  For each term that you mark, if you leave the "Main Index Entry" Dialog Box up and you choose Bold Italic or both, you will NOT have to reselect the Bold or Italic attribute for each individual entry.  Just remember that as you highlight each entry click in the "Main Entry Box" (at the top of the Dialog Box) to update the memory concerning the current entry and you will be fine.  

Training From An Inside Perspective
www.advanceto.com



Sunday, March 26, 2017

MS Word Legal: When You Need A Good Translation Quickly

Many a time during my career in Word Processing Centers as Coordinator, I had the following request:

Hi, I am going to send you a MS Word File that has a letter in Japanese, Mandarin, Arabic etc. I am trying to get a translation so I can get the gist of what they are saying and I need it quickly.

You may be working in a firm where they just do not have an in-house translator so you may want to use this Free Translator.


They have an App for the phone and they have a desktop version that I tested with my own writing and it did a very good job.

It appears to be able to handle about 500 words at a time which is good. If you are in a time sensitive scenario then this is a no hassle way to get something back to the attorney quickly.

Give it a try when you can.

Friday, March 24, 2017

MS Word Merge and Fillable Forms For Small Business and Legal Firms


MS Word Merge and Fillable Forms For Small Business and Legal Firms

These are two very valuable skills that you can master very quickly.  I have a narrative style and will show you how they are used in small business and law firms.  Priced for everyone.

I teach both of these classes on a regular basis.  I charge between $250-$400 for each 5 hour class depending on the number of students.  The class is thorough and well worth it.

Funny thing, I wrote the two books below.  Because of my narrative/seminar style, many people opt to get the books and not do the class and the difference in using the books alone is negligible, meaning they find that there is not much of an appreciable difference in the overall result.

Merge and Fillable Forms are are two skills that you should add to your skill set if you do not have them at the moment.  If you are a Secretary or Paralegal, then it is to your advantage to have these additional skills that you can place on your resume. If you are a Word Processing Operator, then it truly is only a matter of time until you are asked to do a Merge Letter or to create or edit a Fillable Form.

Trust me, they are easy to learn but not easy to figure out from scratch under pressure.

 I have taught legal word processing for many years and I have logged thousands of hours on all shifts as a Coordinator and bring that experience to you starting off with a thorough look at the Merge function in MS Word.  This is a valuable book for those business owners and legal staff who wear many hats and want to be able to create target letters, labels and  envelopes. 

Create Space/Kindle

http://www.amazon.com/dp/B00P79GHXS

As to Fillable Forms, this book is meant for the everyday MS Word User that wishes to learn the SOLID basics as to creating Fillable Forms in MS Word. 

We thoroughly go over both the original Legacy package and the new Content Control package. 

Whether you work in legal, medical, insurance or financial, your clients are filling out forms.  Save time and money by learning how to create your own fillable forms as needed.  This book is a great value!

Create Space/Kindle
https://www.createspace.com/5422185
http://www.amazon.com/dp/B00VSMSVFU

Two Books that unfold like a seminar...

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


Tuesday, March 21, 2017

Learn MS Word Legal - I Want My "Style" Box Back...

That was the simple request that the Operator made.  I want my "Style" box back.  Not understanding what she meant right off the bat, I asked a series of questions:

1.   Are you talking about your "Style Area Pane" (Draft View) under Format Options, Advanced that Tracks each applied style?  The answer was no.

2.  Are you talking about your right side Style Pallet that you turn on under the Home Tab and Styles. The answer was no.

3.  Are you talking about the Apply Styles Toolbar (Control Shift S) which shows you the style your cursor is presently on.  The answer again was no.  Your Gallery?   No, no, no

4.  It always sits in my Quick Access Toolbar and now it is gone.  She is referring to the "Style" box.  Your Quick Access Toolbar contains things such as Save, Undo, Redo etc. To turn on the "Style" box, do the following:

5.  Go to File, Options, Quick Access Toolbar and on the left side choose "All Commands".  Look for the command that says "Style". 

6.  Choose "Style" and Add it to the list on the right side.  When you exit back to the regular screen, you will now see your "Style Box" sitting in your Quick Access Toolbar.

7.  The style box is a very useful tool to let you know the Style name of the text that your cursor is presently on.

Check it out or install it to your Quick Access Toolbar.  This holdover from MS Word 2003 is still very useful.

Training From An Inside Perspective
www.advanceto.com

Monday, March 20, 2017

When It's Already Part of The Numbering System

Cross References:

To start off, the basic essence of the cross reference is the following:

The Cross Reference feature is constantly asking what number is presently next to the paragraph that I am referencing and making sure that the outline number sitting next to the paragraph within the document "right now", matches the number of the paragraph your are referring to in the corresponding cross reference. Same idea for page number Cross References.

As you know , when using Multi Level Outline Numbers, if you placed the word "Article" or "Section" before the auto number field code then the words Article or Section are now considered part of the number for that level. So look at the sample below:

Issuance Date” means any Trading Day during the Commitment Period that an Issuance Notice is deemed delivered pursuant to Section 2.03(b) hereof.

Above is a sample cross reference.

1. In the case above, if the word Section of Section 2.03 is actually part of the 2nd level number, you do not need to type the word "Section" because when the Cross Reference comes in, it will be part of the grey field code.

2. If in the same sample paragraph above, the word Section is NOT part of the numbering system then you "hard type" the word section go to cross references and insert reference to "paragraph number", the reference type is "Numbered Item" and the grey area will now be 2.03(b)

3. Remember you will see your grey fields provided you have your Field Shading on under Format-Option-Advanced. I personally use the "always" selection.

4. It is good to operate with the Field Shading on because you will then see all your automated items such as your page numbering, outline level numbering, list numbering, generated TOC, TOA, Index of Terms and of course Cross References.

Cross References can be very easy to use once you are comfortable with the concept.

www.advanceto.com

Saturday, March 18, 2017

Learn MS Word Legal-Marking Strategy For Table of Authorities and Index of Terms

Marking Strategy For Table of Authorities and Index of Terms 

This scenario will come up again and again.   You want to know how certain things affect the outcome of your completed Table of Authorities or Index of Terms to better control the outcome.  We don't want to manually manipulate the completed TOA or Index of Terms with Direct Formatting because as soon as it is rerun, you will be back to square 1.  Let's look at two scenarios

Scenario 1.  Attorney wants Defined Terms Bold and/or Underscored.  They do not want the Bold or Underscore in the completed Index of Terms.

Ans: Mark your Defined Terms first followed by applying your Bold and/or Underscore attribute using a Character Style.  Using the Character Style, will give you more control over the attribute because you can remove it and easily reapply the Bold or Underscore through simple Modification.

Scenario 2:

Attorney wants the cases of the Table of Authorities to be Underscored or Italicized within the text but not to be carried over to the TOA.

Ans:  Mark the Table of Authorities First followed by Underscoring or Italicizing the case name using a Character Style.

Keep this in mind next time you work on a Litigation Document.  What does your finished TOA and Index look like and what is the attorney preference in terms of the look of the completed TOA and Index.

Training From An Inside Perspective
www.advanceto.com



Friday, March 17, 2017

Problem In Document Hiding In Plain Sight

As in many articles that I have authored, here is another scenario you would like to have been exposed to before it happens in a live situation.

Scenario:  My student has a test at an employment agency for a Word Processing Operator position.  She works on an older MAC using MS Word 2010 at home which doesn't allow her to do the Style Separator feature.  So, she resorts to using the old "Hidden Paragraph" method in order to be able to run a TOC without the entire Body Text Portion of the Heading 2 paragraph ending up in the TOC.

1.  In this same document, she needs to mark the document for Index of Terms, Table of Authorities and Cross References.

2.  Upon highlighting her 1st "Defined Term" the area in the Dialog box that allows one to complete the marking process was Grayed Out.  The same situation occurred when attempting to mark a Table of Authority Entry and a Cross Reference Entry.

3.  Looking at the Body Text Portion of her Heading 2 Paragraph, she had properly named it "Remainder of Para" which served to disassociate the Body Text Portion of the Heading 2 paragraph ensuring her TOC would run properly.

4.  What I did notice was on that Body Text Paragraph, it had the Tell Tale Dotted Line under the entire length of the paragraph.  This means that the paragraph has the "Hidden" attribute within the makeup of the style itself.  I know it is in the style simply because ALL of the Heading 2 body text portions have the dotted lines and not just ONE occurrence.

5.  Modifying the style and removing "Hidden" under Font,  solves the problem of not allowing one the ability to mark the Index of Terms, TOA and Cross References.

6.  Using the old Hidden Method in place of the Style Separator requires that you only mark the paragraph symbol that follows the Heading 2 "heading text" as "Hidden" .  Yes, you place a Hard Return after your Heading 2 Heading Text and apply the Hidden Attribute to it.

Training You Can Make Use of Right Away

Wednesday, March 15, 2017

Including Titles And Headings In The TOC

For many of the styled documents that are done in a typical day, they make use of the Heading Styles in order to create the Table of Contents.  The typical TOC is composed of Headings 1 and 2. 

Sometimes, we are asked to include "Title styles" as part of the TOC.  This will involve the "Options" area of your TOC Dialog Box.  Under the "Reference" button and under Table of Contents, go to "Insert" if using 2007-10 and "Customize" if using 2013 and above.

1.  In your TOC Dialog Box, go to Options.  You will by default, typically see a number 1 next to Heading 1 and a 2 next to Heading 2 if you had asked for a 2 level TOC.

2.  Those numbers refer to slots in terms of how far each level will be pushed in across the page when the TOC is generated.  So, a number 1 next to Heading 1 under Options, means it will come in at the first slot which means flat against the left margin while the 2 next to Heading 2 under Options, will mean it is pushed in further than the Heading 1 position as an offset.

3.  So, if the attorney asks for a Title Style(s) to be included in the TOC, then go to Options in your TOC Dialog box and look for the Title Style Name that controls the Title that the attorney wants you to include.  All active styles being used in the document will always be listed and accounted for under the Options button in the TOC Dialog Box.

4.  Once you find the Title Style that you need to include, place a number 1 next to it which will give it the first slot position.  Run your Table of Contents and now it will generate a TOC composed of Heading 1, Heading 2 and the Title Style that was requested to be included.

Give it a try next time you run a TOC.

Training From An Inside Perspective
www.advanceto.com

Monday, March 13, 2017

PDF From The Desktop Vs. Scanned Documents: Adobe Pro and Nuance

This is an important subject.

1.  If you convert an MS Word File to PDF while you are in MS Word it is referred to as "from the desktop".  The resulting PDF is clean and immediately searchable.  You can lift text and copy it to other documents as insert or rider information.  Use Paste Special "Unformatted" when bringing the text into the target document.

2.  Files resulting from scanning a paper copy and saving it as a PDF are in essence a document of static pictures.  To make that text searchable, you run the "Recognize Text Feature" in Adobe Professional.  Those of you that have an older version of Adobe Pro (Version 6 or lower) you use Paper Capture. 

3.  Nuance which is used heavily now in law firms, has a great OCR feature as well.  Nuance is a more affordable product and does essentially what the Adobe Pro does.  Bookmarking, Fillable Forms, Bates Stamping and Nuance does a great job of saving PDF files to MS Word.

4.  Once Recognize text is run, 
Adobe Professional and Nuance will let you make minor edits as needed in the PDF file.

5.  For scanned paper copy, your results will depend upon the quality and condition of the paper copy that was used when it was scanned. 

6.  If you have a large file, the "Reduce File Size feature" in Adobe Professional will squeeze down the overall size of the file without hurting the quality of the file itself.

7.  A smaller firm?  If you don't have Adobe Pro available but you need to make a PDF file from the desktop, go to dopdf.com for a free PDF maker tool.

8.  Finally Zamzar.com will let you convert any document over to any other program.    Upload the document, tell it what you need it to be converted over to, you receive an email with a link to the newly converted document.

9.  Privacy issues?  Remove identifying names until after conversion.

If not working in a major firm, we need to use other available tools to get the job done.

Training From An Inside Perspective

I Get It Now, Old Vs. New Style Separator

A while back I posted a thorough article about the style separator. Let me refresh your memory about the style separator that was introduced in MS Word 2003.

You have a Multi-Level outline going. Let's say level one (Heading 1) is Article 1. and level 2 (Heading 2) of the outline is Section 1.1

Now, in many documents that use outlining, the headings are by themselves and do not share the regular paragraph. Sometimes they do, and when they do, the majority of the time it is the second level. It would look something like this:

Section 1.1 Provisions of the Contract. Blah blah blah blah blah blah blah blah blah blah blah blah blah
blah blah blah blah blah blah blah blah

Because Section 2 shares the paragraph, if we do not put in the Style Separator, (control alt enter) when we run the TOC it will bring in the entire paragraph into the TOC.

Without going through the entire Style Separator routine how did they go about this before the current style separator when Heading 2 shared the paragraph? 

1. They would apply heading two which would temporarily apply to the entire paragraph.
2. Then they made a return after the second level info which would throw the bulk of the paragraph underneath the level two heading.
3. They would then highlight the return (just the return) they just made and apply the "hidden" attribute to it (under Font) and would color the return red so other operators are tipped off that this method is in use.
4. They would then highlight the remainder of the paragraph and apply a body text that served to disassociate the remainder of the paragraph from the Heading 2 even though heading two shares the paragraph . When the TOC is run the Heading 2 text will only be extracted.
5. This method does work but it is essentially not used because of the way it displays visually on the screen.

Okay so what do we want to take from this?

1. With the current style separator the paragraph stays together and appears as one solid paragraph at all times both on the screen and in the Print Preview and Print Layout.

2. With the old method, the bulk of each second level paragraph appears under the level two text on the screen.

3. Because the return uses the "Hidden" attribute when you go to Print Layout or look at the paragraph under Print Preview, "only then" will the paragraph look as one solid paragraph. 

4. On the screen it will always look like it has been separated from the Heading 2 line and this confusing look I believe is what prompted Microsoft to create the Style Separator. 

www.advanceto.com

Sunday, March 12, 2017

MS Word 2007-16 Legal: Training That Makes The Difference.

We come across many students that have prior training that is filled with gaps.  Because of this, they have trouble passing hands on job Agency Tests and law firm tests.  This affects opportunities at top firms, salary, perks and other advantages of working in top level legal firms.  Our specialty, is making sure that what holes and gaps you may have in your MS Word Knowledge Base are taken care of. We help you to become an expert level secretary or word processing Operator.  We do this routinely.

Are you coming back to the industry after an absence?  Are you a beginner?  Are you currently working in a firm where your MS Word generic skills have eroded due to use of in-house third party software?   We can help!

OUR STUDENTS ARE WORKING!!

We offer weekly the following:

1.  Live Phone and/or In Person class is approximately 4.5 hours. Phone class may be split into two.  We teach 2007-16.  Half Class available after first full class.
2.   Most classes 1 on 1 or 2 students tops. 
3.   The ability to make your own schedule from class to class.
4.   Learn from those from the top-tier of the legal industry who function as coordinators, lead operators help desk and IT personnel.
5.   We help you with placement as well.

Invaluable Word Processing Training at a Affordable Price. 

 Manhattan location Price is $250 a class.

Phone class is always $175.00.  
Course packages are available at discounted rates!  Click on link for pricing:

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LinkedIn Group:  "AdvanceTo Legal and Corporate Word Processing Training Forum" for free job postings, free how-to articles and discussions. This is an invaluable resource!!!


Questions?  Just give us a call.
AdvanceTo Corporation

(888) 422-0692, Ext. 1 or 2




Saturday, March 11, 2017

Paragraph Mark vs. Paragraph Character

Here is the scenario:  Client had Adobe reader not the Professional version.  They only had an Adobe version of a particular document and they wanted to take the text of that Adobe file and clean it up and style it in MS Word.

1.  The Adobe Document was one that was created from the desktop meaning that it was created while in MS Word and therefore it would be immediately searchable and text accessible.

2.  They selected the text of the PDF file and copied the text over to MS Word bringing it in using paste special and unformatted text.

3.  When the text came in, every line had a hard return that they wanted to get rid of using global replace.  I suggested that before they do a wholesale global of the hard returns, they should protect the legitimate ends of the paragraphs so that they can then concentrate on the remainder of the "unnecessary" hard returns that were brought over from the PDF file. With me so far?  They might have been better off just scanning the hard copy and saving the scan as a MS Word file then cleaning it up.

4.  In the current scenario, I suggested that they search for . (Period) and hard return and replace that with a character that would stick out and act as a temporary placeholder to represent all instances of "." and hard return (thus, the end of a paragraph).  I suggested using the ampersand symbol "&" as the placeholder symbol.  Yes, I could have made use of  the "wildcard" feature in MS Word but, I was not sure of exactly how to use it.  In fact the wild card would be quicker.

5.  They tried my suggestion and told me that no replacements were made.  They had confused Paragraph Mark vs. Paragraph Character.  When doing this particular global involving the period and hard return, you go to search and replace and search for . (Period) then you go to special and choose "Paragraph Mark"

6.  Replace with a character such as  "&" (ampersand) which will act as a place holder until you get rid of the extraneous and unnecessary hard returns by searching for hard return (paragraph mark) and replacing them with a regular space.

7.  Finally, when all of your unnecessary hard returns are gone, reverse the first global you did and that will put back your period and hard return at the end of each paragraph.

8.  Remember, Paragraph Mark refers to a "return symbol" or end of the paragraph while Paragraph Character "¶" refers to the actual paragraph symbol that is used in a document as part of a citation).  


Training From An Inside Perspective
www.advanceto.com

Friday, March 10, 2017

Legal Training For MS Word: No, The Document Is Not Corrupt...

No, The Document Is Not Corrupt...

Every time I do one of these articles they always stem from a combination of stress, lack of experience with the problem, the attorney or supervisor hovering over you and that mixture has a way of making the problem seem much worse than it really is.

Scenario:  Secretary is asked to bring in a logo and a number of JPG pictures for a brochure in MS Word.  The secretary does so and the pictures won't show on the screen. There is now a  box like figure where the picture should have been.  

1.  The secretary under some pressure, deleted the boxes and started again but got the same result.

2.  She was in Print Layout View.  To make matters worse, when she switched over to Draft View, she did not even have the box in place of the picture but instead a large gap where the picture would have been.

3.  She went to her help desk and they said that the pictures are showing under Draft and Print Layout View when they go to File - Print and look at the Preview.  They then said she should just print the file out for now.

4.  She really was not comfortable with the answer, but at least she could print the file and get the pictures in their intended location on the hard copy.

5. The answer to this minor dilemma is the "Show Picture Placeholders" selection which was active and that is what prevented the JPG pictures from showing on the screen.

To turn it off:

File - Options -  Advanced - Show Document Content - Show Picture Placeholders.  Remove the check and the problem is solved.

One of the few teaching top-tier legal...

Thursday, March 9, 2017

Affecting Two Basic Shapes Simultaneously

Affecting Two Basic Shapes Simultaneously

These are tips that I used many times when dealing with shapes (Insert Shapes) when doing cascading text. But, it does not matter what shapes you are using because they are useful for any shapes you are working with.

1. First if you need to quickly dupe a shape you can go to a shape on your screen and use Control D. That will immediately produce a duplicate shape. If you are duping the shape for purposes of doing Cascading Text (meaning you are using right triangles) then you are going to need to use the Flip Horizontal Feature so that you make sure that the second triangle is facing in towards the first right triangle.

2. Whether you are using right triangles or not and wish to affect both of the shapes you are using "simultaneously" so that making a shape larger, smaller, wider, narrower, the two independent shapes will respond exactly the same if you do the following:

A. Click on the first shape 1 time

B. Go to the second shape and do Shift Click

C. Now whatever you do will affect both shapes simultaneously.

D. Micro Moving shapes is easy as well. If you need to nudge a shape into place whether it is a text box, (red herring), lines, arrows, ovals etc. you click twice on the shape and using your Control and Directional Arrow Keys you can Micro Move the object into place. Control: Up, Down, Left, Right. Give it a try.

Training From An Inside Perspective
www.advanceto.com

Wednesday, March 8, 2017

At The Time It Was Not Funny - It Is Now

Maybe this happens once every few years but it does happen and you should be aware of the quick fix.

Scenario:  I am on a weekend shift almost at the end of a brutally long day.  One of the operators is working on a file using Style Separator,  She was putting in the Style Separator using the usual control keys Control + Alt + Enter.  Well, she must have taken her eye off the keyboard because the next second her screen flipped totally upside down.  I have seen a lot but that problem at the end of the day was enough.  Her screen is upside down and I don't have a clue.  She bailed out of the document and I finished the job.  

So, the culprit was Control Alt Down Arrow (directional key).

Read the short article for the quick fix and file this under rare but it happens...


http://m.wikihow.com/Rotate-Your-Computer-Screen

www.advanceto.com

Tuesday, March 7, 2017

Taking Apart The Hourglass: How it Works and Its Equivalent Menu Selections

Taking Apart The Hourglass:  How it Works and Its Equivalent Menu Selections

Some of you are probably scratching your head and saying hourglass?

I am of course referring to the left margin of your ruler that contains 3 parts.  I will go through all 3 and give you the menu equivalent to each piece.  The menu equivalent is very important because if you deal with the hourglass directly, it amounts to direct formatting while modifying a style and dealing with the menu equivalent lends to a more permanent solution as per a style modification.  So here we go.

1.  Bottom Block of the hour glass.  This controls your Left Indent.  The menu equivalent is Left Indent under "Paragraph".  Just so you know, at the far side of your ruler you have your right margin which sort of looks like "Home Plate" and its menu equivalent is Right Indent under Paragraph.

2.  The pointing up portion of your hourglass.  This controls The Hanging Indent and that refers to the positioning of anything from the 2nd line forward of your paragraph.  The menu equivalent is under Paragraph under "Special" look for Hanging.

3.  The pointing down portion of your hour glass controls the positioning of the first line of a paragraph.  The menu equivalent is found under "Paragraph" look for First Line under special.

When tugging any portion of the hour glass on the ruler,  if you hold down your Alt Key simultaneously, while positioning any portion of the ruler, you will get a "guide line" which will give you micro control.  Give it a try.

Training From An Inside Perspective
www.advanceto.com


Monday, March 6, 2017

Stet Has A Few Meanings

Stet Has A Few Meanings

By Louis Ellman

Thanks to one of my students he gave me the idea for this article since this occurs in the legal setting all the time.  The concept of Stet in a legal setting takes on a few meanings depending on the situation.

Scenario No. 1:  The attorney has indicated that he wanted to remove a piece of text but attached to the piece of text marked for removal, we see another line and attached to that line the word Stet.  This is the common use of Stet which basically is saying "Leave As Is"

Scenario No. 2:  The attorney brings down a marked up document and that mark-up was made on a hard copy (paper copy) of a black line.  So besides the attorney handwriting, we also see the additions (double underscore) and deletions (overstrike) from the black-line on the hard copy.

1.  In this second scenario, not only will you see the traditional use of Stet, but you will also see the attorney circle let us say four or five paragraphs of deleted text on the hard copy black line and the line emanating from the circled text will say Stet.

2.  Keep in mind that the circled text was five paragraphs of strike through text and that text no longer exists in the present document.  Nevertheless, the attorney is saying to put the text back in.

3.  The strike through text that the attorney wants put back in, most probably is sitting in the prior version of that document since the overwhelming majority of black-lines (document comparisons) are performed between the two most current versions of the document.  It could be otherwise, but not likely,  Either way the footer of the black-line mark-up that you are working on should show the two documents (versions or otherwise) that were compared.

4.  So, in our second scenario, I would send a copy of the prior version to my hard drive so that I am in a position to access the text shown deleted on the hard copy and copy that text back to the current document.  In this way, I don't have to retype the text since the request to place back deleted text can occur multiple times in your mark-up.

5.  The more you work with crowded documents meaning black-line deletions and additions along with attorney handwriting you will develop an eye that separates everything out.

Top-Tier Style Training


MS Word Legal Training: Adding Categories To The TOA

Adding Categories To The TOA 

Many people still generate their Table of Authorities using the MS Word  Generic package.

We were working on a large Table of Authorities.  All the entries needed to be marked.  There were cases, statutes, rules, as well as state cases.

Within the Mark Citation dialog box it was noted that there was no State Cases category entry nevertheless the attorney wanted the cases separated out.

1.  We do not want to go down the road of running the TOA where all the cases were clumped together (Federal and State) whereupon we first had to separate them out manually.  You know that would be both time consuming and each new turnaround of the document would present a new set of separation and unnecessary work.

2.  MS Word does a decent job at generating the TOA provided that we help it to do so.  So let us see the very simple solution

3.  Go to "References" and click on "Mark Citation" so that the Mark Citation Dialog Box opens up. 

4.  Go to the "Category" section and click on the down arrow.  You will see all of the categories that are the standards and then you will see numbers following like 8, 9, 10 etc.

5.  Choose No. 8 or the next available number and then click on the Category button.

6.  In the "Replace With" area, type in the name of the needed category such as State Cases.

7.  Press Okay and now you have a new category that you can use to separate out your case types.

8.  When you run the TOA your finished TOA will have TOA Headings and Table of Authorities as the two styles of the finished product.  View in Draft View to easily see the styles associated with the finished TOA.

9.   Look at the TOA Heading style and make sure that it matches the font that you are using for the document as a whole.  If not, modify the TOA Heading Style and make sure it matches the document font.

Training From An Inside Perspective