MS Word Legal Training: Keeping Your Generic Skills Up To Date

MS Word Legal Training: Keeping Your Generic Skills Up To Date If you are currently working, then you already know that the use of 3rd party software can contribute to the weakening of your generic MS Word Skills. You want to make sure that your generic MS Word skills are intact. That is what will be expected when you test for a job in the industry. For those of you that are looking to solidly learn MS Word for Legal or Corporate Firms you have come to the right place. What we like to offer is options and choice. Each week we train from basic-advanced MS Word. We also offer Power Point and Excel. What is the class structure? Ans: You have the option to do in-person class or phone class. The material covered is exactly the same. Each individual Live Phone and/or In Person class is approximately 4.5-5.0 hours. These are thorough classes that will take you to expert level. Phone class may be split into two. We teach 2007-16. Half Class available after first full class. Most classes 1 on 1 or 2 students tops. You have the ability to make your own schedule from class to class. Small classes lead to great students. Manhattan in person location Price is $250 a class. Phone class is always $175.00. 
Course packages are available at discounted rates! Click on link for pricing: http://advanceto.weebly.com/courses.html What percentage of your students get jobs? Ans: The percentage of our students that go on to be successful in this industry is about 95%. This is due to the preparation and support that we provide. Special Scenarios: Test Prep: We have a Test Prep course whereby we go over a few tests and can target you to a minimum of 2 agencies serving the top-tier law firms of the industry. We also do Merge and Fillable Firms Class for those who need it. Self Publishing Class: For those people who may want to learn the routine to self publish books, audio or video this is for you. Looking To Go It Alone? For those people looking to expand their MS Word Knowledge on their own you can go to www.awarenessexplosion.com as well as http://lowcostempire.weebly.com/ms-word-business.html LinkedIn Group: "AdvanceTo Legal and Corporate Word Processing Training Forum" Our Courses Include: -Homework, Practice & Job Testing -After Class Coaching -Resume Review -Job Placement Assistance and -- -Test Prep -Books Authored By Us Questions? Just give us a call. AdvanceTo Corporation www.AdvanceTo.com (888) 422-0692, Ext. 1 or 2

Learn MS Word Legal: The Difference Between Setting Paragraph Positions Within The Multi-Level Dialog Box And Non Numbered Body Text Paragraphs

In dealing with students on a weekly basis, the same questions crop up again and again pertaining to the positioning of paragraphs when they are within Multilevel Outlines opposed to when they are just Body Text. 1. When it comes to a Multilevel Outline, the positioning of a paragraph is visually tied in to the ruler which is known as "Absolute Positioning". So, if a numbered paragraph has the settings whereby the first line is coming in at 1.0 then "Aligned At" controls the first line and "Text Indent At" controls the positioning of anything after line 1 of the Heading. For purposes of this scenario, from line 2 forward, the numbered paragraph wraps around to 0.5 and it is considered the Hanging Portion. 2. The approach we took above for the Multilevel unfolded from top to bottom - First Line to end of Para. 3. Let's now turn our attention to a Body Text paragraph and its positioning. Let's use the same 1.0 for the first line and 0.5 for the Hanging portion. 4. Under Format Paragraph, within the Style, you first determine how far in the paragraph as a whole is being Indented. So we need to look at the Hanging portion first and determine that there is a "Left Indent" at 0.5. That is equivalent to "Align Text At" in Multilevel. Then we look at the first line which is an "additional" 0.5 in from the initial Indented portion and we therefore place a 0.5 under "Special" First Line 0.5. That is the equivalent to "Aligned At" under the Multilevel. The first line is an additional 0.5 in from the indented portion and that perspective is looked at as a Relative Perspective. So, if you examine what we pointed out above in the Multilevel scenario, the positioning goes hand in hand with the actual position numbers on the ruler while the "Format Paragraph" positions deal with a "relative approach" to how far away from the initial indent does the first line come in in the actual document. Next time you go through the process take note of what we just discussed. Training From An Inside Perspective www.advanceto.com For those that go it alone but nevertheless want expert level... www.awarenessexplosion.com

Learn Legal MS Word: Working With Small Caps

Working With Small Caps By Louis Ellman Certain documents make use of small caps in the following ways: 1) in the letterhead, 2) as a stylistic look of a way to start off each new paragraph by applying small caps to the first word of each paragraph such as the word Whereas, 3) as a look that is used when companies are mentioned throughout the document and in the signatures and on and on. When you have the use of Small Caps throughout a document it is a good idea to assign a character style whose sole function is to Small Cap any text that needs to have Small Caps applied. 1. One thing that occurs often enough is the need to change case when using Small Caps on areas of text that are in Upper Case when Small Caps is applied. 2. When Small Caps is applied to text that is initially in UPPERCASE, there is no apparent change in the text and therefore many an operator will take this as the attempt to apply Small Caps was not successful. 3. It does not make a difference whether it was applied by use of a Character Style or manually highlighting the text when applying Small Caps. 4. In order for the Small Caps to properly take effect, the text that is currently in ALL CAPS needs to be switched over to Initial Caps. The text which had Small Caps applied to it will then immediately take effect and will now reflect the attribute. And of course, in order to do this, just use Change Case under the Home Tab. 5. Change Case. In 2007-16 under the "Home Tab" you will see the "Aa" button towards the left side of the screen. 6. You can cycle through the different aspects of the change case selection by using Shift F3 as well as the Change Case button. One of the very few who train top tier legal... www.advanceto.com Basic - Advanced Legal MS Word Training... MS Merge and Fillable Forms For Those of You That Wish To Bolster Your Resume https://legaltestready.tumblr.com/post/164004399118/ms-word-merge-and-fillable-forms-for-small

Learn Legal MS Word: Taking Apart The Hourglass: How it Works and Its Equivalent Menu SelectionsI'm

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" (a baseball reference) 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. Basic - Expert Level MS Word Training From An Inside Perspective www.advanceto.com For Those of You That Wish To Train or Increase Your Level Of Knowledge On Your Own! www.awarenessexplosion.com

Learn Legal MS Word: Page Number Needs To Go Under Page Border

As always, you can add a time is of the essence situation, someone over you asking for the document NOW and not knowing why you can't get the page number below the page border line. Scenario: Document is making use of a Page Border covering all the sections of a document. The Page Border being used is one that hugs the Text of the page rather than one that uses "Edge of Page". In this case, it really makes no difference other than wanting to give you a clear picture. So, the secretary was asked to please place the Page Numbers under the bottom "border line". The secretary added returns to no avail, tried playing with the margins to no avail and the more time that passed the more stressful it became. This is a simple fix as many of you know, but being at a certain level means that you have a good library of scenarios in your head so that you don't end up in a situation whereby the fix is simple but you just don't know how to solve it. So here is another one to cross off the list. 1. Go to Borders and Shading. I usually go to it under the Home Tab. I go to the Borders box (about Midway across and when entering go down to Borders and Shading. 2. When entering the Dialog Box, Click on the Page Border tab. 3. In the white Preview Box on the right you will see the Border. Go into Options. (bottom right) 4. Under Options, this is where you get to choose whether your Page Border is using the Edge of Page or right up against the Text option. 5. In order to get your page numbers to come in under the Page Border Remove the check that is next to "Surround Footer" and when going back to your main screen the Border will have pulled up above the page number and the issue is solved. Give it a try so you will know how to handle this same scenario right away. Highly Recommended Top-Tier Legal Training www.advanceto.com For Those of You That Want To Study On Their Own Teacher Connected Books www.awarenessexplosion.com

Rules of the Road: Attribute In Paragraph Style Overrides Character Style

Rules of the Road: Attribute In Paragraph Style Overrides Character Style What is this about? The Main Lesson Here: Don't place attributes such as Bold, Italic, Underscore on text in the form of a Character Style as well as building that SAME attribute into a Heading Style applied to that SAME piece of text. If you want to have certain attributes show up in the TOC you have to know how the system reacts to certain scenarios. Let's examine this: Some things we know for sure. 1. If a Heading in the Raw Text (pre-formatted text) is in Uppercase and you leave it that way, and build uppercase into your Heading style, as well, then the Raw Text will Win Out and your TOC will be in ALL CAPS. 2. If a Heading in the Raw Text is taken out of ALL CAPS to Initial Caps and ALL CAPS is built into the Heading Style, then your TOC will have Initial Caps only. 3. If a Character Style is used on Heading Text within the document such as Italic, Bold or All Caps but NOT built into the Heading Style itself, then that character style attribute will show up in the TOC. 4. Here is the main point. If you build an attribute such as Small Caps into a Heading Style and you apply that same attribute as a Character Style to that SAME piece of text then the Heading Style Attribute will override and CANCEL OUT the Character Style. In that case, your TOC will NOT have the intended attribute. You would need to REMOVE the attribute in the Heading style for the Small Caps character style to be carried over into your TOC. 5. Finally, if the attribute is selected in the Heading Style (such as Small Caps) and you apply that same attribute as DIRECT Formatting to the Heading Text then: -- It will display the attribute in the document as in our example (Small Caps), but it will NOT transfer over to the TOC. You would have to make sure to remove the attribute from the Heading Style. Training From An Inside Perspective www.advanceto.com For Those that want to push their knowledge forward on their own: www. awarenessexplosion.com

MS Word Legal Training: I Want My Style Box Back...

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

MS Word Legal Training - Two Shortcuts Related To Extended Highlighting - Selection Mode

Two Shortcuts Related To Extended Highlighting - Selection Mode I have talked about the useful extended highlighting feature a number of times. Before 2007, you would use the F8 key to turn it on or the "Ext" area of the status bar that no longer exits to turn it on or off. From 2007 onward, you can still use F8 to turn Extended Highlighting on but now you would use the "Selection Mode" in the Status Bar in order to easily turn it off or to know that the function is active. Either way, you can target specific areas of text for quick highlighting such as pressing the return key to highlight a paragraph at a time or another example would be pressing the period key to highlight a sentence. It highlights up to the first instance of whatever key or combo of keys you type. But, there are two very good shortcuts closely associated with Extended Highlighting. 1. Alt and Left Click: Lets you highlight a vertical column of text at a time, meaning as small as a character width wide or more "vertically". So you can highlight text vertically without "involving the entire line of text or entire paragraph". A. A. The contract B. B. The company C. C. The Residence D. D. The Lease Look at the example above. It shows a scenario whereby a Heading Level has been applied but the original hard coded text is still in place and needs to be removed (referring to the second set of repeated letters). Use Alt and Left Click to go down vertically from A-D and then across 2 characters before you press delete to remove the hard coded A,B,C.D. 2. You can also use Control Shift F8 in order to do the same thing (meaning activating vertical highlighting), but in order to go down the list vertically you use the south cursor control key to move downward and the east cursor control key to sweep across the letter and the period (A., Etc.) whereby you would then press delete. Much faster than having to delete each separate letter and period 1 by 1. Try them both. Two very good short-Cuts from the top-tier. For Basic - Advanced high level legal word processing training. www.advanceto.com For those who work on their own and wish to increase their knowledge... www.awarenessexplosion.com

ABOUT TO TAKE A HANDS ON MS WORD JOB AGENCY TEST? DON'T DO IT ALONE!

We offer a 4.5 hour MS Word test strategy class which includes the following: One-on-One or in a group in person or remote via internet or telephone. In order to get the greatest benefit from this unique course, you should be already "comfortable" with Creating Styles and Multi-Level numbering. The person who will truly benefit is the person who is simply missing procedure or particular pieces of the puzzle. This course will clarify all of these issues since we will go over each part of a typical agency test thoroughly. This is the same course that we would teach when we do this for employment agencies. 1.​What do I do first? 2.​Learn the strategy for any hands on test. 3.​Fill any holes in your knowledge base. Styling, outlining and generating any and all references. 4.​Includes additional practice testing and material. 5.​Our practice tests are a great indicator as to how you will do. These can be timed or not timed. 6.​Get scores and valuable test feedback. 7.​Be prepared, vastly increase your chance for success. Work on tests that will unfold just as the agency tests do. Take action today! $250 Manhattan Location in person or 175.00 phone class. Call us at 888-422-0692 Ext. 1 or 2 We also offer half class test review $99.00 phone class. As always we offer placement assistance. Call us at 888-422-0692 Ext. 1 or 2 @@@@@@@@@@@@@ For those of you that wish to prepare on your own we have the new book: What to Expect on an Agency or Law Firm MS Word Hands On Test. Get The Inside Track Before You Test I will alert you in this book just like I do for my students who are ready to take their MS Word Hands-On Test but first want the insight and inside track as to what they will be facing. It is to your advantage to know what items and procedures are going to be asked of you before you go for testing. This will impact your chances to pass your test and become one of those considered for jobs as temporary and permanent secretaries and word processing operators. This book also serves to alert you as to those subjects and procedures that you may not have solid in your current skill set. We fill in those gaps for our students on a weekly basis. For those of you who are working in firms where you are using third party software and your generic MS Word skills have become rusty, you may also want to examine this book and get up to speed so that your skill set is always up to date. The Book is presently on Kindle https://www.amazon.com/What-Expect-Agency-Firm-Word-ebook/dp/B00ZIMEC18/ref=sr_1_fkmr0_1?ie=UTF8&qid=1434117764&sr=8-1-fkmr0&keywords=What+to+expect+on+an+agency+or+lawfirm+ms+word+test For those of you that need training from Basic - Advanced we train from an inside perspective and have decades of experience as trainers, coordinators, lead operators and IT personnel. This is a unique set of classes designed to get you into the top-tier of the industry. www.advanceto.com

AdvanceTo MS Word Legal For - 2007-16 - Answering Your Questions About Our Classes!

For those of you whose goal is to enter the legal support sector of the industry, our goal is to make sure we get you there. Having spent thousands of hours in the environment as Coordinators, Help Desk, Lead Operators and IT Personnel, we know what will be expected of you. Going to legal firms to work when your skill level is not up to speed is very stressful. You need a thorough background and an across the board understanding of MS Word. You should also be comfortable with MS Power Point and Excel. Our courses are designed to give you the necessary high level knowledge, strategy, judgement and the ability to comfortably survive in a top-tier legal environment and everything in between. With You From Beginning To End! We are with you from the very first class until you get your first assignment and/or permanent position. Results are important to us and are expected from our students. Below are the answers to the most commonly asked questions about our course offerings: 1. What type of legal firms will I be able to work in? Ans: Your training is geared toward the top-tier methods of the legal industry, so naturally, you would thrive in large and small firms. 2. How long will it take me to get to the necessary level? Ans: Everyone is different, but if you take all of our recommended courses it takes about 2 Months. By necessary, we are referring to MS Word, Excel and Power Point as well as our DMS and PDF conversion and cleanup class. 3. What type of supplemental materials can I expect? Ans: Homework follows every class. These documents are just like the documents you will be working on. No simulations! You send them to us and we critique them for you. This vital feedback helps you to grow. Our students also have full access and use of our LinkedIn Group that is filled to the brim with hundreds of Top-Tier level scenarios and how-to’s. We have been placing great articles in the group since 2010. Our students can also expect a steady stream of supplemental materials that are very focused and pertain to specific procedures and strategies. 4. Once I attain the level necessary what next? Do you help me find a job? Ans: Once you go through the course, we then start you on your test prep documents and then target you to the multiple agencies we deal with. Before you go in for your testing, you are given a full briefing so you will know what to expect at a specific location. And, you are welcome to pursue positions at agencies that you have established relationships with. 5. What is the class structure? Ans: You have the option to do in-person class or phone class. The material covered is exactly the same. Each individual Live Phone and/or In Person class is approximately 4.5-5.0 hours. Phone class may be split into two. We teach 2007-16. Half Class available after first full class. Most classes 1 on 1 or 2 students tops. You have the ability to make your own schedule from class to class. Small classes lead to great students. Manhattan in person location Price is $250 a class. Phone class is always $175.00. 
Course packages are available at discounted rates! Click on link for pricing: http://advanceto.weebly.com/courses.html 6. What percentage of your students get jobs? Ans: The percentage of our students that go on to be successful in this industry is about 95%. This is due to the preparation and support that we provide. 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 
www.AdvanceTo.com 
(888) 422-0692, Ext. 1 or 2

Learn MS Word Legal: MS Word Go-Back Command

Scenario: You are working on a very heavy markup. You know the type. If you take your eye off of the screen it is difficult just to find where you made the last edit. You may also be working on a heavy edit laden document where you are asked to do something else with this same document for the attorney. You are already fatigued and the going back and picking up where you left off is just tedious. So this short-cut lets the system do the location finding of where you made your last edit and helps to save the wear and tear on your eyes. When editing, Shift+F5 goes back to up to three editing points, and when you press it for a fourth time, it will then return to where you started with your cursor. When you open a document, it only “remembers” the last editing point Highly Recommended Training From An Inside Perspective www.advanceto.com - MS Word Legal Training - Basic - Advanced Increase Your Awareness Level http://awarenessexplosion.weebly.com Invite Us To Your Firm https://legaltestready.tumblr.com/post/164642716558/invite-us-to-your-firm-expand-the-ms-word

MS Word Legal Training: Removing The Ability To Expand

Removing The Ability To Expand As part of my teaching, we always go over the Caption Box and other instances where for a particular style or look, they make use of the colon (:) or the parenthesis usually the closed parenthesis for stylistic purposes. Another example would be Situations where between signature blocks, you may have a narrow column filled with parenthesis that serve as a stylistic type separator between the two signature blocks. The point is that when you take an agency test or you do this at work you should remove the selection "Automatically Resize To Fit Contents" which is found under Table Properties (Options) 1. The column that is designated for the Colons or the closed parenthesis is intentionally squeezed down to accommodate one character. 2. When you start putting in the colons etc., if you do not turn off the above mentioned selection, then you need to place a soft or hard return after each and every instance since the cell will want to expand to accommodate each new character. 3. As soon as you remove the selection "Automatically Resize To Fit Contents" then you can simply type one colon or parentheses after another and each one will automatically fall under the previous one since the cell can no longer expand. Soft or hard returns are no longer necessary once you do this. 4. Finally, to disable "automatically resize to fit contents" select your entire table, right click and go to Table Properties. Go to Options and unclick the selection. Knowing this piece of info can gain a few points on a test and an edge at work if you need to show this to a co-worker. Highly Recommended www.advanceto.com - MS Word Legal Training - Basic - Advanced Increase Your Awareness Level http://awarenessexplosion.weebly.com Invite Us To Your Firm https://legaltestready.tumblr.com/post/164642716558/invite-us-to-your-firm-expand-the-ms-word

MS Word Legal Training: Structure First Then Style The Document.

Whether at work or about to take a Legal WP Test you want to learn to look at a document in entirety so that you have a game plan. So if you are given an assignment at work or about to take a test that involves constructing let us say a large litigation or corporate document from scratch, then you need a plan that makes the process a smooth one. Consider the following for a routine: 1. Examine the Entire document. Is there a TOC, TOA, Index of Terms? 2. Are there Exhibits? 3. Is there a multi-level outline? 4. Is there a caption box? What style of Caption Box. 5. Look at the numbering system. So after a good look I would: 1. Create a Cover Page. Vertical Center Alignment. 2. Create Separate Pages for your TOC, TOA, Index of Terms. Make sure your numbering is Romanette style (i,ii,iii) for these sections. Make sure you place a section break before the first page of the main part of the document. . 3. Establish your page numbering for the main part of your document but do not number the first page of the main part of the document. 4. Establish a separate section in the back for each individual Exhibit with the Exhibit page number set-up. Once this entire structure is set up now you can style the document and mark it appropriately for the TOA and Index of Terms. The TOC will be created based on your Heading Styles. When you are finished with the outline and styling process then everything is already set up as to the running of the TOC, TOA and Index of Terms. If you take care of the structure first, then your time spent will be that much more efficient. Highly Recommended www.advanceto.com - MS Word Legal Training - Basic - Advanced Increase Your Awareness Level http://awarenessexplosion.weebly.com Invite Us To Your Firm https://legaltestready.tumblr.com/post/164642716558/invite-us-to-your-firm-expand-the-ms-word

Learn MS Word: Get It Done While Your Table Is Highlighted

I guess I should explain the title of this post. When you need to do a Financial Table within an MS Word Document from scratch, there are a lot of things you can initially do to get the table ready for use so let's go over them. 1. Determine how many columns and rows are needed for your table. 2. Create your table 3. If in Print Layout View, you can select your entire table by clicking on the target symbol that comes up on the top left side when your cursor is within your table. 4. Once your entire table is selected, you can do the following in preparation. A. Remove your border lines so that you are left with your grey grid. B. Remove before and after spacing so that there is no extraneous spacing in the table. C. Adjust the font size if necessary D. Make sure all cells are bottom left aligned E. Make sure that those cells that will accommodate your numbers are all Left Aligned. By doing this, you can use the method for your numbers that uses the right tab for your $ sign lines and the dec align tab for your non-dollar sign lines. It won't work unless the cells are left aligned. F. Finally, with the Table still highlighted, go into Table Properties and decide on the horizontal alignment. Will your table be left, center or right aligned. Now you should be ready to put your table together. While there may be minor adjustments to be done with column width etc. this initial exercise that I have suggested you go through will help you to put your table together a bit easier. Top Tier Style Legal Word Processing Training www.advanceto.com ==================== Highly Recommended www.advanceto.com - MS Word Legal Training - Basic - Advanced Increase Your Awareness Level http://awarenessexplosion.weebly.com Invite Us To Your Firm https://legaltestready.tumblr.com/post/164642716558/invite-us-to-your-firm-expand-the-ms-word

Learn Legal MS Word: Stripping Direct Character Formatting and Some Considerations:

This article is a bit different because it is not the typical clean-up article where you strip everything down to raw text and start all over. Rather, this is about having a situation where someone has either brought text in from somewhere else or through direct formatting used a different font so throughout the document you have areas where the font is different even though it is a word or two here and there it is still noticeable. The document as a whole does not need to be stripped so here are some pointers concerning this scenario. 1. We may have a situation in the document where throughout the document there could be bolded, underscored and Italicized text that was not done by a character style nevertheless it needs to be left alone. This is important because this means that you can't make "wholesale use" of Control Spacebar that strips all direct formatting off of the text. If we first highlight a particular piece of text and then use Control Spacebar, then the rest of the text remains unaffected. This is an effective way to remove surface (direct formatting) instances of fonts that don't match the intended font of the document. 2. You would want to use the control Spacebar carefully (highlight particular areas to get rid of unwanted fonts) so that the bolding, underscore and italic instances that are wanted by the attorney are not disturbed. So, this means that you don't want to do Control A then Control Spacebar. Rather you want to go piece by piece. 3. If you do decide to use Control A and Control Spacebar to strip all instances of direct formatting, then you better have a hard copy printout of the document, so that you can ensure that you can reproduce those areas of the document that were bolded, underscored or Italicized if you go this route. 4. Before stripping direct formatting from a document, you always want to have examined the document for legitimate uses of direct formatting so we don't get rid of attributes that the attorney did not want disturbed or removed. Remember, you always have the ability to create a character style so that all of your attributes applied to your text do not have to be direct formatting. 5. Finally, Control Space Bar will remove Text Art attributes that have been applied to text. ==================== Highly Recommended www.advanceto.com - MS Word Legal Training - Basic - Advanced Increase Your Awareness Level http://awarenessexplosion.weebly.com Invite Us To Your Firm https://legaltestready.tumblr.com/post/164642716558/invite-us-to-your-firm-expand-the-ms-word

Learn MS Word Legal: Strategically Using Character Styles

Strategically Using Character Styles Character styles allow you to "Style" specific words with specific attributes such as Bolding, Underscore, Italic etc. Anything we find under the Font Menu can be applied to the Character Style. A good example would be a scenario where we are requested to Bold and/ or underscore all the defined terms in the document. Defined Terms are the abbreviated or nickname like terms assigned to names, companies and institutions rather than referring to the name in its full form over and over again throughout the entire document. So you might see this in a typical legal document. The Securities and Exchange Commission ("Sec") ... Other uses of Character styles take the form of changing the Font of certain company names that appear within the document. Maybe each mention of the company name is in a particular font, a particular attribute such as Bold and Italic etc. Other documents that have Preamble like Introductions that use "Whereas" to start off each paragraph may be Bolding or Capitalizing the word. This is the main point. People will sometimes use a particular character style to take care of a number of different scenarios which means that they then LOSE the ability to take care of each individual scenario without affecting the other instances that are also sharing that same character style. 1. Each individual scenario should have its own individual character style. 2. If you need to remove the attribute then modifying the style and removing it takes care of it instantly. 3. Although you remove a Character Style through modification, it is still silently marked and turning it back on through modifying takes one second. 4. Finally, if you wish remove the character style from ONE particular instance, then highlight the instance and use "Control Shift N" to strip off the character style but doing so will NOT strip off the underlying Paragraph Style. Training From An Inside Perspective www.advanceto.com www.legaltestready.com

Learn MS Word Legal: Adding Categories To The TOA

Many people still generate their Table of Authorities using the MS Word Generic package. Some firms use 3rd party software such as "Best Authority". 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. After you run the TOA 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. Hint: most often it is not Times New Roman 12. Training From An Inside Perspective www.advanceto.com http://awarenessexplosion.weebly.com/strategy-session.html

Learn MS Word Legal: Having It Both Ways: Preset vs. Hard Coded

This article is about a simple fix to a common problem. Scenario: Secretary generates a Table of Contents. On the completed TOC, the page numbers are displaying with dashes on either side of the number. -1- The attorney says although he wanted the page numbers within the document to display with the dashes on either side, he does not wish to carry that look over to the page numbers of the completed Table of Contents. 1. When the secretary inserted the page number field code, a "preset" was used (Header/Footer Toolbar, "Page Number Icon"/ Current Position) that in essence, creates a field code that automates the page numbers. The pre-set that was used has built in dashes. Because they are part of the Page Number Field Code, they then are displayed as part of the numbering system of the Table of Contents. 2. What needs to be done is to remove the preset page numbering. 3. Go back to the Header Footer Tool Bar, over to the Page Number Icon (Left Side) 4. Under Current Position, choose the first scenario which is the "Plain Text" option. 5. Once the field code for the Plain Text auto numbering comes in, place a dash on the left and right side of the code such as -1- 6. Because the dashes are not part of the numbering field code, they will not be included in the page numbering of the completed Table of Contents. Top-Tier Style Training www.advanceto.com

Learn MS Word: Setting The Page Numbering Of Your Document

Perhaps the most frustrating thing for beginner MS Word users is the setting of page numbering. THE PAGE NUMBERING FOR THE 2007-16 USERS First: For the TOC, TOA and Index of Terms. Insert Footer - Edit Footer - Turn off Link To Previous - Go To Page Number (3rd Button from left). Choose Format Page Number And choose the i,ii,iii and Start At i. Center Your Cursor! Go Back to the Page Number Button and go down Current Position and bring in the number which will come in at i. Go to the bottom of the TOA (center the cursor) and go to Page Number Button, Current Position and bring it in and you will now see ii. Now do the same for your Index of Terms. For The Main Part Of The Document!  For the 2007-16 users: In order to hold off the page number on the first page of the actual document and start the numbering on the second page footer of the actual document as 2 do the following:  Under the "Insert Tab" choose Footer. Under the 3 template footer scenarios choose Edit Footer  Make sure you turn off Link To Previous right away.  Make sure Different First Page is checked on.  Look for the Page Number button (left side). Go in there and look for Format Page Number.  Make it 1,2,3 style of numbering and choose Start at 1.  Select OK. Note: If you want the page numbering to come in on page 1 then center (Control E) go to the Page Number Button, go to Current Position and Choose Plain Number. If you do not want to bring in the number on page 1 then go straight to the bottom of page 2. now Immediately navigate to the footer that sits at the bottom of page 2 of the main part of the document. Take off Link To Previous if it is on. Center your cursor (Control E).  Select Page Number again and choose at "Current Position", choose the plain text option which is the top scenario. Your numbering will come in as "2" and your page numbering will now be set for the remainder of that section.. www.advanceto.com

Learn MS Word Legal - My Table Of Contents Did Not Generate

This is the scenario: My TOC did not run. There are a multitude of different people who have had this same issue: For those of you are using a third party software such as MacPac, Softwise, Payne etc. this may not be such an issue for you. For those generic users of MS Word, this is for you. 1. First, the firms make use of the Heading Styles for the separate levels of a multi-level outline. Each Heading Style (Heading 1, 2, 3, etc.) is Linked to each separate level of the multi-level outline through the "Link Level To Style" process that we do in the Multi-Level Dialog Box. You see the "Link Level To Style" option once you click on the "More" Button in the Multi-Level Dialog Box. 2. When someone says my Table of Contents did not run, it could be for one of the following reasons: A. The levels and the Headings were not linked in the Multi-Level Dialog Box. B. The operator did not use the Heading Styles for for each level but created their own. Although it will work, you would have to make sure you link each level to each style you created for each separate level and C. When you are about to run the Table of Contents, you should within the Table of Contents Dialog Box, go to "Options" and make sure that there is a level number next to those styles that are representing the different levels of the TOC you are about to run. D. Most TOC's are two levels. Therefore, under Options, within the TOC Dialog Box, there should be a "1" next to the style name representing the first level and a "2" next to the style representing the second level of your TOC. Those numbers determine how far in from the left margin each level will be positioned. Next time your TOC does not run, go back to the basics and the reason will become apparent for the TOC failing to run properly. We concentrate heavily on TOC, TOA, Index of Terms and Cross References in our classes so problems such as described in this article are common to us. This knowledge is essential in day to day word processing and essential in order to pass an MS Word Hands-On Agency or Law Firm Test. Training From An Inside Perspective www.advanceto.com Answering Your Questions About Our Course https://legaltestready.tumblr.com/post/165017980803/advanceto-ms-word-legal-for-2007-16-answering

Legal MS Word: - The Roman and the Combo Number

The Roman and The Combo Number By Louis Ellman This is sure a weird title huh. Well it is important that the concept is explained especially for those new to Multilevel Outline Numbering. Scenario: Heading 1 ARTICLE I (Roman I) (soft return) INTRODUCTION (hard return) Heading 2 Section 1.01 The Company (hard return) =================== So, we set up Article I in the Multi-Level Dialog Box where the Numbering Aspect of Level 1 is the word Article followed by a Roman I. For Heading 2 we see that we have a "Combo" number. The number is 1.01. A Combo number "which is what I call it" is composed of the first and second levels brought together to produce the end result of 1.01 in the Multi-Level Dialog Box. 1. Combo numbers are created by going to "Include Level Number From" and choosing "Level 1" followed by a period and then you going to "Number Style For This Level" and choosing as in our example above, the 01, 02, 03 style of numbering. 2. When the two pieces come together, you get your 1.01 or 1.1. depending on the needs of the document. Both pieces will be Grey meaning that they are automated and not hard coded (typed in). 3. This is the most important point. When your Heading 1 has a Roman Number as does our example, your Combo number will initially come in as I.01 (Roman.01). 4. To remedy this, you check the "Legal Style Numbering" check box which will turn the Roman.01 over to the intended 1.01 but will not disturb the Heading 1 Level. That is how you deal with a Combo number when your first level is using Roman numbering. Give it a try www.advanceto.com Training From An Inside Perspective...

Learn MS Word Legal: Momentary Confusion When Editing An MS Word Table...

Momentary Confusion When Editing An MS Word Table... I like to include these quick fixes because minor problems are amplified when a person is under time constraint, and is having trouble focusing on the actual problem. So here is the scenario: Document has a large table mostly consisting of text that extends over 20 pages. It has a large textual header row. The Header Row repeats on each page because "Header Row Repeat" has been selected. The operator is attempting to edit Header Material and cannot click upon this text to make the edits. They have already spent much time looking at the table thinking someone has locked that part of the document from being able to be edited. What actually happened is the following: 1. The attorney, 10 pages into the paper copy (Hard Copy), made edits to the large repeating table heading sitting at the top of the table on page 10. 2. The operator, being on page 10 of the MS Word document was trying to edit the area that the attorney made edits to no avail. 3. The operator was then directed to go back to page 1 of the table and to edit the header from that location. The hard copy momentarily confused the operator because the attorney did not realize that the repetitive header info is "uneditable" unless of course you go back to Row 1 of the the table where it originated. 4. The operator went back to row 1 and made the changes then, went back to page 10 and continued on with the edits for the remainder of the document. Simple, but then again, it is always simple when you have already been there. Basic-Advanced Legal MS Word Training Advanceto.com

Learn Legal: Including Titles And Headings In The TOC

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

Learn Legal: MS Word's New Simple Mark-Up Feature and the Need To Be Alerted

Some of you are lucky to work in large firms with Meta Data Scrubbers so that you do not send out documents with comments and track changes that the client was never ever supposed to read. It was meant for internal use only. Some of you will be in smaller firms where you have to be at least alerted to the fact that you are about to save a marked up file and therefore you should be aware of this before you just send the document out so that you can accept all changes, delete certain changes, get rid of comments etc. based on the instructions given by the attorney. According to a PC World article and I see this myself all of the time, "Edited documents no longer display bright-red and blue added or deleted text. (Of course, if you go to the settings you can certainly set up the document for the usual strike through and double underscore look). But, what if the default simply has the document using the Change Bars alone which are shown as vertical lines in the margins." So, after you save and share a document, those hidden tracked changes could easily wind up being viewed by the wrong person—in some cases causing a major problem between firm and client. Word 2013 and 2016 has a setting that will warn you that you're about to save a marked-up file, but you must activate the setting manually. Do the following: File > Options > Trust Center > Trust Center Settings > Privacy Options. Then choose the option to have Word pop up a warning message before you save, send, or print a document that contains tracked changes. Big firm or small firm, I would always have this active. One of the few that teach top-tier legal www.advanceto.com

Learn Legal: Using Paragraph "Full Context" To Get The Entire Cross Reference

This short article will simply answer a common problem that people go through when first dealing with Cross References. Time and again I see the following: "See Section 2.3(c)(ii) where the Field Code for the Cross Reference only represents the 2.3 portion but not the (c)(iii) portion." 1. If I am to follow that Cross Reference (Control Click) as is, it would take me to paragraph 2.3 but not the actual piece of text that the author of the document wanted to direct me (the reader) over to which is paragraph (ii) under 2.3(c). 2. So what are they missing? When marking the Cross Reference in our above example 2.3(c)(ii) in your Cross Reference Dialogue Box, you want to choose Paragraph Number (Full Context) under the "Insert Reference To" Heading and then in the listing of active Multilevel paragraphs, go to Section 2.3(c)(ii) and select the "(ii)" portion. 3. When the Cross Reference comes in, the entire 2.3(c)(ii) will now be part of the Cross Reference Field Code and if clicked upon (Control Click), will take me to the actual intended reference (paragraph (ii)), not the top portion of the hierarchy Section 2.3. 4. This should clear up a common error that stands out and reflects your current knowledge. Now you know. Training From An Inside Perspective www.advanceto.com

Learn MS Word Legal: Crowding Of The Page Numbering In Your TOC and TOA

This particular issue concerns both the TOC and the TOA. It is a common scenario but easily correctable. There are times when the text of your TOC and TOA is crowding the page numbers to the extreme right. Most often, an attorney will notice it and ask the operator to please clean it up so that it does not look so cluttered. 1. Some people manually go to the ruler and fix it by tugging the right margin toward the left for those entries that crowd the number. Each time that the TOA is updated, the problem resurfaces since it was done with direct formatting. So, what controls the text of the completed TOA or TOC in order to fix the problem for good. 2. For the TOA, the style associated with the completed TOA entries is called “Table of Authorities”. Do the following: 1.​ Either double click on the left hand side style tracking “Table of Authorities” or right click on the right hand side style panel where it says the name of the style “Table of Authorities”. 2.​ Under Modify, go to Format Paragraph and under Indentation “Right” make that 0.5. That will take all of the text of the Table of Authorities and will push it back towards the left an additional 0.5 thus making a "clear lane" between the Table of Authorities Text and the Page Numbering. 3. ​Look at the ruler when your cursor is in the TOA you will notice that there is a right tab in the ruler toward the extreme right. You just leave that as is. That right tab controls the positioning of the Page numbering. 4.​ Finally, it is very important to note that if your TOC (Table of Contents) has this same crowding problem, you will go about fixing it in the same manner by modifying the styles TOC 1 and TOC 2 in your completed Table of Contents and set the right indent to 0.5 just as you did for the TOA. Knowing these tips will get you in the habit of looking at the spacing of the entries and the corresponding page numbers. Training From An Inside Perspective www.advanceto.com https://youtu.be/VDXsjrm6QSA

Learn MS Word Legal: Some Of My Table Of Contents Entries are Capitalized and Some Are Not

Some Of My Table Of Contents Entries are Capitalized and Some Are Not This article will help to remove some of the mystery as to inconsistency when it comes to the look of the TOC. Some Rules: If areas of the RAW text (the original document text) is in UPPERCASE, and you leave it in UPPERCASE, then no matter what you do in your Heading Styles will still result in your TOC entries coming in as Uppercase. So, the usual routine is to (1) take UPPER CASE RAW Text and make it Initial Cap (Initial Cap MS Word 2003, Capitalize Each Word 2007-16). (2) Then, we build UPPERCASE into the Heading Styles that need it. When we do so, we get UPPERCASE within the document but NOT in the Table of Contents. Character Styles also will find their way into your TOC so if you use a Character Style on text that will be part of your TOC entries such as Bold, Underscore, ALL CAPS, SMALL CAPS, those attributes will be transferred to the TOC so think twice. So the original question was: How do I correct a Table of Contents that has a mixture of UPPER CASE and Initial Caps entries. 1. Most TOC's are using Initial Caps. Go into the document and find the first Heading that was inadvertently carried over to the TOC in ALL CAPS. 2. Strip off the Heading Style (Control Shift N). 3. The RAW text will now be exposed. Change it to "Capitalize Each Word". 4. Reapply the Heading Style. 5. Re-Run your TOC after you have attended to all of the inadvertent UPPERCASE ENTRIES and the changes will take effect. Training from an inside perspective... www.advanceto.com https://youtu.be/VDXsjrm6QSA

Learn Legal: Outline Numbering and Strange Behavior

The answer to this dilemma makes perfect sense but there is more value to seeing the scenario and how it was corrected so if this ever happens to you it will be a quick fix.: Scenario: The document is making use of the style separator on the second level (Heading 2) The Second Level is 1.01 style of numbering. The operator notices that the paragraphs are coming out 1.01, 1.03, 1.05, 1.07 as well as when the TOC is generated. The non-numbered paragraphs are simply body text and are not the problem. So, how was this number skipping situation corrected? 1. As you know, when using the style separator, the text that sits after the style separator uses a body text style which serves to disassociate the remainder of the paragraph from the Heading 2 text that shares that same paragraph. 2. The error occurred when creating the body text style that would be used on the remainder of the Heading 2 paragraph. 3. When the Body Text Style was created, the operator forgot to select Style based on "Normal". Instead they left the selection as Style based on "Heading 2". 4. By making this error, when the Body Text (which was named Remainder of Paragraph) was applied it acted in effect as an additional Heading 2 thus causing each new numbered paragraph to come in as 1.01, 1.03, 1.05, 1.07 etc. 5. This was easily fixed by modifying the Body Text style (Named "Remainder of Paragraph"), and changing the setting Style Based On "Heading 2" to Style Based On "Normal". This immediately remedied the situation and the paragraphs now numbered as expected 1.01, 1.02, 1.03 etc. So, each time you create a new style remember to select Style Based On Normal. Now that you know what happened, this is one more problem solved. Training From An Inside Perspective www.advanceto.com

MS Word Legal Training: Strategy For Heading That Shares Paragraph but not used in TOC

This scenario comes up more than you think and it brings up a number of Issues. Let's look at the situation. Heading 2 Section 2.01 - Regulatory Matters. (Heading 2 Text Underscored) (Style Separator) Remainder of Paragraph Remainder of Paragraph Remainder of Paragraph. Heading 3 (a) Regional Considerations. (Heading 3 Text Underscored ) Remainder of Paragraph Remainder of Paragraph Remainder of Paragraph. 1. As you see above, Heading 2 shares the paragraph. The attorney has asked for a 2 Level TOC. The Style Separator is in place and a Body Text style has been applied to the remainder of the paragraph to disassociate that text from the Heading text. 2. Heading 3 shares the paragraph. Heading 3 will NOT be used in the TOC even though Heading 3 has Heading text rather than just a paragraph number in this case (a). 3. Since Heading 3 is not using the Style Separator due to the fact that it will not be used in the TOC, we therefore (1) cannot build the underscore into the Heading text of Heading because that would result in the entire paragraph becoming underscored (2) In this case, we would use a character style to underscore the Heading text of Level 3. 4. Some would say: Even though Heading 3 is NOT going to be used in the TOC, why don't you just do the Style Separator routine anyway? This would set you up in a good position if in fact, the attorney came back and requested Heading 3 to be included in the Table Of Contents as well. If it turns out that the request is not made, there would be no downside to having the Heading 3 level prepped. This point should be considered. 5. Knowing how to handle the Heading 3 scenario discussed in this article regardless of which way you choose to proceed is important. Training From An Inside Perspective. www.advanceto.com

MS Word Legal: Paragraphs Within Text Boxes In Powerpoint

This short article will go over some important basics in PowerPoint. In particular, I want to discuss text within paragraphs that are active with the bulleted lists that were originally set up in the Master Slide. 1. Suppose we choose the "Comparison Slide". That slide type has two text boxes side by side. You will also see the first level of bullet that you set up when you dealt with the bullet types in your master slide. It will say "Click To Add Text". 2. So you add your text to each of the two separate boxes. Let's say we added 3 small paragraphs to each box. Now you need to deal with the text so that it looks nice and balanced within the box. 3. If you go to Home and to paragraph, you can add Space After" to ensure that the paragraphs are not right on top of each other. Highlight the text of the first box and under Paragraph, choose "After Spacing" 0.6. That will provide enough space for the paragraphs to look neat. 4. People often ask why does the first paragraph not move off (away) from the top line of the box even though I have placed "Before" Spacing under Paragraph? Paragraph only works for paragraphs. Because the top line of Text Box is not a Paragraph related line, it will not work. So, how do we remedy this? 5. Go to home and in the Paragraph Section, you will see a small square icon that is your "Align Text" icon. I suggest that you use "Middle" which will balance the text within your text box. 6. If you need to move the entire text box downward away from Heading of the slide, I would suggest that you click on the first text box and "shift click" on the second box which will select both boxes and then use your Control and Directional keys (North, South, East, West) to simultaneously move both boxes to their new position. The use of the Control and Directional keys allow micro moving. When you come across this type of set up, you should now feel comfortable. Training From An Inside Perspective www.advanceto.com

Learn MS Word Legal: Precisely: That Is Why I Use The ALT Key

Scenario You are working on a Table in MS Word. There are border lines within the table that are out of alignment and must be fixed. Now, when you grab an out of alignment border line within a table and you attempt to line it back up many times it will jump to the left or right of the line that is already in alignment. This can be very frustrating and in a work environment where time worked on a document is everything (hence document production) you need a time saving solution. Scenario 2: You want to place the Name and Title under the Signature line and you want precise positioning. Some of you already make use of the ALT Key: To use the ALT Key, you are holding down the ALT Key (left hand) and then clicking on the Hanging Portion of the "Hourglass" of the ruler in the case of positioning the Name and Title under the Signature line. As to fixing a table cell line that has become out of alignment. 1. Go to the vertical border line(s) within the table that is out of alignment. 2. With the left hand hold down the ALT Key and with your mouse, tug the out of alignment line back into alignment in relation to the line above. 3. The ALT Key allows you to "micro control" the positioning of the line and will give you pinpoint accuracy. 4. I also make use of it when setting up signature lines where I want to have the words Name and Title directly under the signature line and I like to use it for the re-positioning of tabs in the ruler as well 5. Once you get used to using it you will see its amazing value. Training From An Inside Perspective www.advanceto.com

Learn Legal: Stacking In Tables

Scenario: You are given a financial table that is let us say 16 columns which includes side headings as well. The attorney has instructed you not to go Landscape but to deal with the table in portrait. In portrait, there is just so much room to deal with horizontally no matter what I do with the left and right margin. I should also point out that the attorney has requested that we "do not" make the text so small that it becomes uncomfortable to read. Although that is relative, it is safe to say that he/she may not want to be looking at 6 or 7pt. font size. So, how do you deal with this? 1. I have witnessed operators spend hours trying to get the whole table horizontally on the page. When they are finished, you need a magnifying glass to see the numbers and the operator is sitting there exhausted and half blind as well. 2. There is another acceptable way to go about this: 3. What we do is to stack the headings so that with the large table that has 16 columns they take from column 9 and place columns 9-16 underneath the first 8 columns In this way, the whole document remains portrait and we can take advantage of a larger font. Some people will choose to repeat the side headings on the second set of columns just because it makes things easier to read. 4. Some people also offset slightly the second set of columns maybe by 0.5. but placing the second set directly underneath is fine. First Set of Columns Second set of Columns 5. This may not come up every day but this will come up sooner or later and you will have a strategy. One of the very few that teach Top-Tier Legal www.advanceto.com

Signature Blocks When Pressed For Time

I have discussed signature blocks before, where I have recommended having signature blocks sitting in a template covering various scenarios for quick completion. I have also recommended having the traditional signatures set up ready to go. By traditional, I mean the Signature style in the right side style pallet that automatically throws the signature to 3.0 on the ruler as well as having signature blocks waiting in tables for those scenarios where you have two columns of signatures. What if you do not have signature blocks ready to go as a Macro but nevertheless have to get two column signature blocks together quickly? 1. What I am going to show you will speed up the process. .. 2. You have the need to do signatures in tables. Two columns By: Tab ______________ Soft return Name: soft return Title: Hard Return 3. As soon as you have one good signature in place that looks great, you then copy that signature to all the other cells in the table that need a signature. You get the underline of the Signature by attaching a Solid Line Leader to the right tab you place in the ruler in your Tab Dialog Box. 4. The problem occurs with signatures in tables when instead of a Hard Return at the end of the word Title, you have a "Table" return instead. In this scenario, each time you try to copy a completed signature to another cell, your signature will collapse. The "table return" cannot hold formatting information but the Paragraph return does. 5. In order to copy a completed signature from one cell to another smoothly (meaning it stays intact), remember that only the hard return holds instruction regarding formatting and table cell symbols do not. So, when highlighting the signature to be copied, just remember to always "include" the hard return after the word "Title" when copying a signature and you will be done quickly. After the completion of your first signature within a two column table, you will be able to copy it and paste it again and again in order to create a quick duel column signature block. Try it out when you can. Remember, when you need to tab within a table cell you use Control Tab. Using just the tab key alone, will hop the cursor from cell to cell. Training From An Inside Perspective www.advanceto.com

Learn MS Word Legal: Last Line of Paragraph Splits Apart..

Last Line of Paragraph Splits Apart... Scenario: A Student of mine goes to one of her first law firm temp jobs. She is given a document to edit and she encounters a lot of new things: 1. One thing that threw her off is the use of the term PC's. As the majority of you probably know, that PC's simply refer to Proofreader Corrections and PC's are those corrections to be made throughout the document indicated by the Proofreader who checked the Edits that were submitted by the attorney against what the operator turned in after making those edits. 2. The next thing that was new, was the use of Third Party Software for the Multilevel Outlines and the running of the TOC and TOA. This is normal and can vary from firm to firm. If you are temping, as you go to different firms, you keep careful notes as to the software that was used. You will become very good at adjusting to the different software and different environments. Temps tend to be very attuned to the system as a whole since they are very good at generic MS Word and they get to see a myriad of third party softwares that are used throughout the industry. Remember, in order for the operator to get the chance to work in the law firm, they had to pass a generic MS Word legal hands-on test. 3. She mentioned a heavy use of direct formatting and almost no use of Character styles for Bolding and Underscoring. In some firms, it is not an issue and in some firms character styles are strategically used to control different pieces of the document for quick modification ability. 4. Finally, in answering the issue from the title of this article, if the last line of a justified paragraph is pulling apart, it is most likely that a Page Break was made before a hard return was placed at the end of the paragraph... Training From An Inside Perspectuve www.advanceto.com

MS Word Legal Training...

AdvanceTo MS Word Legal For - 2007-16 - Answering Your Questions About Our Classes! For those of you whose goal is to enter the legal support sector of the industry, our goal is to make sure we get you there. Having spent thousands of hours in the environment as Coordinators, Help Desk, Lead Operators and IT Personnel, we know what will be expected of you. We take students who have some knowledge and in many cases absolute beginners and turn them into expert level secretaries and word processing center operators. Our courses are designed to give you the necessary high level knowledge, strategy, judgement and the ability to comfortably survive in a top-tier legal environment and everything in between. With You From Beginning To End! We are with you from the very first class until you get your first assignment and/or permanent position. Results are important to us and are expected from our students. Below are the answers to the most commonly asked questions about our course offerings: 1. What type of legal firms will I be able to work in? Ans: Your training is geared toward the top-tier methods of the legal industry, so naturally, you would thrive in large and small firms. 2. How long will it take me to get to the necessary level? Ans: Everyone is different, but if you take all of our recommended courses it takes about 2 Months. By necessary, we are referring to MS Word, Excel and Power Point as well as our DMS and PDF conversion and cleanup class. 3. What type of supplemental materials can I expect? Ans: Homework follows every class. These documents are just like the documents you will be working on. No simulations! You send them to us and we critique them for you. This vital feedback helps you to grow. Our students also have full access and use of our LinkedIn Group that is filled to the brim with hundreds of Top-Tier level scenarios and how-to’s. We have been placing great articles in the group since 2010. Our students can also expect a steady stream of supplemental materials that are very focused and pertain to specific procedures and strategies. 4. Once I attain the level necessary what next? Do you help me find a job? Ans: Once you go through the course, we then start you on your test prep documents and then target you to the multiple agencies we deal with. Before you go in for your testing, you are given a full briefing so you will know what to expect at a specific location. And, you are welcome to pursue positions at agencies that you have established relationships with. 5. What is the class structure? Ans: You have the option to do in-person class or phone class. The material covered is exactly the same. Each individual Live Phone and/or In Person class is approximately 4.5-5.0 hours. Phone class may be split into two. We teach 2007-16. Half Class available after first full class. Most classes 1 on 1 or 2 students tops. You have the ability to make your own schedule from class to class. Small classes lead to great students. Manhattan in person location Price is $250 a class. Phone class is always $175.00. 
Course packages are available at discounted rates! Click on link for pricing: http://advanceto.weebly.com/courses.html 6. What percentage of your students get jobs? Ans: The percentage of our students that go on to be successful in this industry is about 95%. This is due to the preparation and support that we provide. 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.
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Learn Legal: Bracket Before The Text Won't Let Me Apply To This Paragraph Only.

Scenario: This happened the other day to a student about to go to a test and this is just the type of issue that does not come up every day, but when it does happen, it can catch you unaware. This is one more scenario to cross off the never ending list: So, we have a Level 2 (Heading 2) paragraph: Section 2.1 The Corporate Structure. Remainder of Paragraph Text. Remainder of Paragraph Text. Remainder of Paragraph Text. Remainder of Paragraph Text. We are using a Style Separator after the Heading (The Corporate Structure) and for the remainder of the paragraph we are using a body text. We are asked to place a Bracket Character ( [ ) Before The word "Section" of the Section 2.1. 1. So under the Home Tab, we go over to the Multi-Level outline button and after choosing the active Multi-Level Outline or clicking on "Define New Multi-Level List" we now find ourselves in our open Multi-Level Dialog Box. 2. We take our cursor over to the "S" in Section (Within the Multi-Level Outline) and we place a Bracket before the S and then we attempt to apply the Left Bracket to "This Paragraph Only". This option is available on the top right of the Multi-Level Dialog Box. When we go there, it is Greyed Out!!! 3. Dilemma: If I cannot select "This Paragraph Only", then it would end up giving me the Bracket on Each and Every Paragraph. 4. Why is it Greyed Out? Well, before my student went to the Multi-Level Dialog Box, they did not take notice where the cursor was. It was laying within the "Body Text Portion" of the Style Separator Paragraph and this created a disconnect as to the active Multi-Level Outline. 5. Once the cursor was placed within the boundaries of the "Heading 2 Material, and we went back into the Multi-Level Dialog Box, the choice to "Apply To This Paragraph Only" was now active and we were able to complete the task. Know where your cursor is at all times before you do any procedure... Top-Tier Style Training www.advanceto.com

Learn Legal: Totally Underused -- Amazingly Valuable - The Organizer

Totally Underused -- Amazingly Valuable - The Organizer While this short write-up will talk about the Organizer, I want to discuss why you would need to use it. Depending on the type of firm and how tight the control, you may be able to develop a template. maybe not, encouraged to create styles as needed, discouraged from making additional styles. Whatever the situation, as long as you can get to the organizer you can shortcut a lot of the grunt work as per creating styles that fit a particular document type. I recently had to reformat a set of documents that only slightly differed but in terms of formatting, they were essentially the same. So I have four things that I could do as it relates to grabbing a set of styles. 1. I could use Control Shift C and Control Shift V to Copy a style from one document to another one by one. 2. I could create a template and have all of these pre-made styles ready but I may not be willing to yank the text out of the existing document and into the template. 3. I could add all of these helpful styles into the Normal DotM file but depending on where you work they may not want the Normal Dot modified (added to or taken from) 4. Finally, I could open the Organizer, and on the left side have open the document that needs the styles and on the right side, have open the document that contains all of the great styles that you put together for a particular document type. Copy them over to the left side and you are good to go. So, how do we get to the Organizer? 1. Go To The Home Tab. 2. Turn on your right side Style Panel 3. Go To The Bottom and choose "Manage Styles" 4. Choose "Import/Export. 5. Your Organizer will come up initially showing the Normal.dotM file. 6. Open up the desired file instead of the Normal.dotM and proceed to copy what you need over to the left side. 7. Take Note! To Get To The Organizer From The Left Side Tracking Panel: You can, in Draft View, Double Click on any Style in the Left Side Style Tracking Panel which opens the Dialog Box for Style Modification, but on the bottom left of the Dialog Box, you will see the Organizer button. This is a feature you should know about and all of the advantages this gives you in terms of not having to reinvent the wheel over and over again. Top-Tier Style Legal MS Word Training. Our Training Gets You In The Door... www.advanceto.com

MS Word Legal – Awareness Explosion Volume 4 Authored by louis Ellman

This book represents another hefty amount of articles that vastly increase your MS Word knowledge base. In fact, Volume 4 adds up to almost 200 separate scenarios throughout the 4 volume set. The insight you gain from simply reading the material is amazing! If you purchase any of the four volume set, you gain a tremendous amount of insight. Do you want to save hundreds of hours of time waiting for scenarios to happen in order to learn valuable lessons? Or, do you hope to get the information from some huge technical book? We have already been through the scenarios and you will certainly appreciate the effort. This book will give you an accurate window into working in a top-tier legal word processing center. I promise that this book goes over a tremendous amount of material that you will be the beneficiary of. If you are a secretary, word processing operator, IT professional, attorney or paralegal this book will go a long way to increase your MS Word knowledge comfortably. https://www.createspace.com/7538801 Basic-Advanced MS Word Legal Training For 2007-16 www.advanceto.com

MS Word Legal - Working With Small Caps

Working With Small Caps By Louis Ellman Certain documents make use of small caps in the following ways: 1) in the letterhead, 2) as a stylistic look of a way to start off each new paragraph by applying small caps to the first word of each paragraph such as the word Whereas, 3) as a look that is used when companies are mentioned throughout the document and in the signatures and on and on. When you have the use of Small Caps throughout a document it is a good idea to assign a character style whose sole function is to Small Cap any text that needs to have Small Caps applied. 1. One thing that occurs often enough is the need to change case when using Small Caps on areas of text that are in Upper Case when Small Caps is applied. 2. When Small Caps is applied to text that is initially in UPPERCASE, there is no apparent change in the text and therefore many an operator will take this as the attempt to apply Small Caps was not successful. 3. It does not make a difference whether it was applied by use of a Character Style or manually highlighting the text when applying Small Caps. 4. In order for the Small Caps to properly take effect, the text that is currently in ALL CAPS needs to be switched over to Initial Caps. The text which had Small Caps applied to it will then immediately take effect and will now reflect the attribute. And of course, in order to do this, just use Change Case under the Home Tab. 5. Change Case. In 2007-16 under the "Home Tab" you will see the "Aa" button towards the left side of the screen. 6. You can cycle through the different aspects of the change case selection by using Shift F3 as well as the Change Case button. One of the very few who train top tier legal... www.advanceto.com Basic - Advanced Legal MS Word Training... MS Merge and Fillable Forms For Those of You That Wish To Bolster Your Resume https://legaltestready.tumblr.com/post/164004399118/ms-word-merge-and-fillable-forms-for-small

MS Word Legal Training: 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 sitting 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 in the a Multilevel Dialog Box, then the words Article or Section are now considered part of the number for that Heading 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 Heading 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 within the actual document, go to cross references and insert reference to "paragraph number (Full Context)", the reference type is "Numbered Item" and the grey area will now be 2.03(b). Full context makes sure that you get to see the entire hierarchy of the reference. So without "Full Context" you would only see (b) as the Reference instead of 2.03(b). 3. Remember you will see your grey fields provided you have your Field Shading on under Format-Option-Advanced. (Show Document Content. ). 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. Training From An Inside Perspective www.advanceto.com About To Go To The Agency For A Hands On MS Word Legal Test? Don't go until you read my Kindle Book. It just may be the insight you need to pass! https://www.amazon.com/What-Expect-Agency-Firm-Word-ebook/dp/B00ZIMEC18/ref=sr_1_fkmr0_1?ie=UTF8&qid=1434117764&sr=8-1-fkmr0&keywords=What+to+expect+on+an+agency+or+lawfirm+ms+word+test

MS Word Legal Training: Section Printing - Target What You Need.

By Louis Ellman This feature has come to the rescue many a time when an attorney needs a particular piece of a large document right away. They want a particular piece of the document printed to go to a meeting with it, a conference call due and they just need a particular piece of the whole: 1. If you do not have Section, Page and Formatted Page Number on in the Status Bar (Bottom of Page) you will have a harder time in determining the targeted area you wish to print. Right click on the Status Bar and place a check next to Section, Page and Formatted Page. 2. On large files, people tend to send the entire document to print. Then, they look for the requested piece. 3. Some people misinterpret the page numbering system within the document 1,2,3 (the page numbering assigned to a particular portion of the document) etc. vs. Page 4 of 120 meaning the "system page count" for that document. This results in (over or under printing) pieces or parts of the document. 4. Each piece of a large document will have its own separate section. The main part of the document, will have its own section, the cover page that is vertical aligned center, the TOC, TOA, Index of terms depending on the length, will have it's own section or individual sections, a portion of the document with a wide financial table in "landscape" will have its own section. 5. When you go to print, you can type in S5 which means print the 5th section of the document which may be a particular exhibit or S3 which may be the main part of the document or S4 which may be that wide financial table so you have a way to target a piece within a large file. S1-S4 will print from the first page of Section 1 to the last page of Section 4. 6. For a range of pages across sections, do the following: In the "Pages Box" type p1s1-p1s4 to print from page 1 of section 1 through page 1of section 4. Further, to print sections 3 and 5 (but not section 4), type s3,s5. www.advanceto.com Basic - Advanced Top-Tier Style Legal Training Strategy Session Books CreateSpace eStore: https://www.createspace.com/6612233 https://www.createspace.com/7304271

Grouping Charts That Are Put Together From Scratch:

This article deals with PowerPoint charts that were NOT created with the SmartArt Pre-Set Chart Selections. Sometimes people will construct charts from scratch and another operator will then inherit the chart to edit it. An item that comes up again and again is the use of Grouping. 1. When a chart is totally "ungrouped", the separate pieces (lines, boxes, arrows, ovals etc.) are independently controllable in terms of moving around on the slide. 2. When a chart is "grouped" either partially or totally, the piece that is grouped can be copied, shifted up-down-left-right by tugging or use of Control-North-South-East-West for Micro Moving. You are now in a position to control the entire chart or a piece of a chart instead of moving each piece of the chart independently to adjust the chart's position on the slide. Charts can have many pieces to deal with so this can be very time consuming. 3. To grab the entire chart in order to Group it, click on one of the objects in the chart such as a box or oval. Then, do "Control A" which highlights all of the pieces of the Chart. Click on the "Drawing Tools" Tab (upper right) and select "Group". The chart will now respond as one solid piece to be moved around as needed. 4. When you grab your chart to Group it by use of "Control A" you will also grab Footer Material on the slide such as Page No., Date etc. since the pieces of the Footer are using Text Boxes". To "De-select" the Footer Material or for that matter any selected material that you DO NOT want in the Grouping: Go over to the Object and "Shift Click". Once you have de-selected the pieces that you don't want in the group, go to Drawing Tools and Group the remaining selected pieces. 5. You can also grab the pieces of the chart by sweeping your cursor over the area to be grouped and when you let go, the highlighted piece will then show all the selected pieces highlighted. Then, go to Drawing Tools and Select Group. 6. Finally, if you wish to Group the Chart and copy it to another slide Group the pieces of the Chart that you need, click on the Grouped Piece and select copy. Go to the slide that needs the Chart and paste it in. Training From An Inside Perspective www.advanceto.com https://youtu.be/VDXsjrm6QSA

Learn MS Word Legal - Heading 2 Inconsistency Causes Problem In TOC

An operator came across this situation at work and was not sure how to properly handle it. This situation comes up more than you think. So here is the scenario: Section 1.01 The Corporate Structure (Style Separator). Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text. Section 1.02 Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text Body Text. So look above: In the first paragraph in the example above, you have a Heading 2 sharing the paragraph and therefore the Style Separator is being used after the Heading 2 Heading Text. This will prevent the Body Text of the paragraph from finding its way into the TOC. Note: In the second paragraph, the Heading 2 shares the paragraph but it does not have Heading Text associated with the Heading 2 paragraph and when the operator runs the TOC, the entire paragraph ends up in the TOC. 1. Inconsistencies like this cause a problem where someone has to make a decision. While most of the Heading two entries had Heading text associated with it, there was a number of Heading 2 paragraphs in the document that did not. 2. In this case, the operator needs to bring this to the attention of the attorney who has to either 1) create Heading Text for those particular entries that do not presently have Heading Text or omit Level Heading 2 from the TOC until it is resolved. 3. You can continue to run the TOC as is, but throughout the Table of Contents you will have areas where the entire paragraph is in the TOC. 4. Some have asked "Why Can't We Just Put a Style Separator After The Section Number For Those Entries That Do Not Have A Heading Associated With Level 2?" The answer is because having nothing but a Heading No. in your TOC without any Heading Text, is still not helpful, and this entire scenario needs the attention of the attorney who planned out the document. 5. At the very least, placing the Style Separator after the Header 2 number would stop the entire paragraph from entering the TOC and would act as a "temporary solution" until the attorney was able to focus on it. Training From An Inside Perspective www.advanceto.com