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. Our style of training ensures that before you ever step into a law firm or job agency, you will have experienced a large number of scenarios, varied litigation and corporate documents, new situations to deal with one after the other and a lot of test prep. 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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MS Word 2007-16 Legal - Page Numbering Problems and Different First Page:

Page Numbering Problems and Different First Page: 1. Each class I teach involves the use of "Different First Page". 2. Different First Page is found under the "Page Layout Tab" (2007-13) and (Layout) 2016. Within the Page Layout Tab, go to "Page Set-up" and the Layout Tab under Page Set-up. This is where you will see the "Different First Page Selection". You can also find Different First Page under the Header/Footer Ribbon. 3. "Different First Page" allows you to either 1) Hold off a page number from the first page of a particular Section but bring forth the numbering on the Second Page of that Section and/or place text on the first page of a Section such as DRAFT but NOT continuing that same text from the second page forward of that same section. That is the job of Different First Page. 4. Without Different First Page, attempting to exclude the page number from page 1, the page number will show up on Page 1 regardless. 5. Having trouble with Page Numbering is usually a combination of Different First Page and forgetting to take off Link To Previous. Forgetting to take off Link To Previous results in unwanted page numbering in certain sections of your document. So, to set the page numbering on the main part of the document. A. Make sure Different First Page is active for the Entire Document. B. Select Insert Footer, and Choose Edit Footer C. When the Footer area opens up, immediately turn off Link To Previous. D. Go to the Page Number Button (3rd Button From Left) and go to Format Page Numbers. E. Select the 1,2,3 style and choose Start at 1. Select OK to exit the Dialog Box. F. Go Straight to the bottom of Page 2. Remove Link To Previous, Center the Cursor (Control E). G. Go into your Page Number Button (3rd Button From Left) and choose "Current Location" and make the Selection "Plain Number". H. Your number will come in on Page 2 as 2 and you are now set for the remainder of that Section no matter how long the section is. Training From An Inside Perspective www.advanceto.com

MS Word Legal Training For Law Firms - Heade Row Repeat Is Giving Me Trouble...

Scenario: Header Rows in a number of tables in a document that exceed 1 page are not activating: When you are in a Table, your "Table Properties Tab" sits at the top of your screen. Within your Table Properties Tab, there is the selection "Header Rows Repeat". For whatever reason, selecting the Header Row and checking Header Rows Repeat" was not activating the Header Row. So, with the Header Row still highlighted, I right clicked my designated header row and went to table properties and selected under "Row" "Repeat As Header Row At The Top of Each Page". It then turned on the repeat header feature as expected so there "could" be a glitch in the "Header Row" selection under Table Tools. With that being said, I ran an "Open and Repair" on the document just in case there was any corruption in the Visual Basic aspect of this document and it came up clean. In my LinkedIn Group "AdvanceTo Legal and Corporate Word Processing Training Forum" you can search the article "Open and Repair Can Save The Day" for a full explanation of how to use the Open and Repair Function. If anyone has any further comments concerning this problem, please give us your thoughts. Highly Recommended Top-Tier Training www.advanceto.com

MS Word Legal Training: Character Style Not Working - Not Really...

Scenario: Operator creates Character Style to take care of "Underscoring" defined terms. 1. As you know, if Defined Terms are Bolded or Underscored, it is best to use a Character Style for the attribute because it gives you more control over removing or modifying the attribute as needed. 2. Also, it is important to note that if the Defined Terms are using an attribute such as Bold or Underscore that you mark the Defined Terms first. You then apply the needed attribute (Bold/Underscore) to the term. By doing so, when you generate the Index, it will generate without the Bold or Underscore which is what you want. You only want the attributes within the body of the document not the generated index. 3. So, in my scenario, the operator tells me that although she has created a Character Style for the Underscoring of the Defined Terms, as she attempts to apply the Character Style it will not work. 4. After a lot of back and forth it was determined that although she created a Character Style, she simply named the Style but did not click on the Underscore Button "U" which is the only thing that the Underscore Character Style does. 5. Being that she never in essence established what the Character Style was supposed to do, each attempt at applying the style resulted in no change to the selected text. A common error that can be avoided by visually making sure that the intended attribute is in fact selected when creating the Character Style. One of the very few training Top-Tier Legal www.advanceto.com

MS Word Legal Training: 2007-16 - If More Than One Page In Your TOC, TOA and Index Do The Following:

We are talking about the TOC, TOA and Index of Terms. On short documents, the Table of Contents, Table of Authorities and Index of Terms can be separated by a page break. The Table of Contents heading and the other headings are centered horizontally on the actual page not in the Header. The page numbering type is i, ii, ii, Here is the Set-Up. Table of Contents ------Page Break Table of Authorities ------Page Break Index of Terms ------Section Break First Page of the Main Part of the Document For long documents, you just might have TOC's, TOA's etc. that exceed one page and you need to deal with them differently: 1. For a TOC, TOA or Index of Terms that exceeds more than one page then it should have its own Section Break. 2. In the first page header of the TOC for example do the following: 3. Go into the header and type Table of Contents and Page underneath to the extreme right as usual. Note: You probably should go to each and every Header and turn off "Link To Previous" before you set the Header. Otherwise, you will get Header material connected to the TOC on other Headers throughout the document. 4. On the second page header of the TOC page Center and type in: Table of Contents (continued) 5. Do the same routine for the TOA and Index "if" needed. 6. Make sure you remember to turn off "Link To Previous" on all Headers in the document as you set these up so that your Headings don't jump into sections that were NOT meant to have those headings. Note: You may have to wait until you run the TOC, TOA and Index to install the second Header Page on the particular TOC, TOA or Index that exceeded one page. At least you now have a game plan. Training From An Inside Perspective www.advanceto.com MS Word Books www.awarenessexplosion.com www.lowcostempire.com

Learn Top-Tier MS Word Legal - When Applying Styles - Place The Style You Are Applying Most On The Clipboard....

Scenario: Styles are applied to a large file. You have Heading Styles for the Multilevel Outline, Body Text Styles for the non-numbered paragraphs, and a Style Separator scenario whereby the text to the right of the Style Separator uses a Body Text type style to disassociate the remaining Body Text from the Heading 2 text that sits before the Style Separator. When putting together an involved document, you don't want to have to go up and down the right side style pallet looking for each needed style. That eats up a lot of time and results in a lot of unnecessary movement. Instead, we use a combination of things in order to smooth out the process of applying styles. Back to your Style Separator Example: 1. You have the right side palette open where you are staring at Heading 2. 2. After we bring in the first instance of the Body Text style that is applied after the Style Separator, we can place the formatting of that style we will use again and again on your "clip board" by the use of Control Shift C. This style will now be available all day as needed on your clipboard until of course you establish a new Control Shift C. 3. The sequence then becomes apply the Heading 2 Style to the text that shares the paragraph. Heading 2 and its attributes come in. 4. Apply the Style Separator (Control Alt Enter) and your cursor will be sitting to the right of the Style Separator. 5. Use Control Shift V to paste the formatting of the body text style you placed on the clipboard that disassociates the Body Text from the Heading 2 text. 6. This method will help to cut down on much of the movement associated with applying styles. The use of the Control Shift V is more efficient than using the Paint Brush. FYI: Control Shift C and Control Shift V is the key combination for the Paint Brush. 7. Placing your most used style on the clipboard for your editing session will make the process of applying styles a lot easier. Training From An Inside Perspective We routinely and thoroughly go over Style Separator scenarios, Multilevel Outlines, Cross References, TOC, TOA, Index Of Terms, Strategy and so much more! One Of The Very Few That Teach Top Tier Legal! www.advanceto.com What to Expect on an Agency or Law Firm MS Word Hands On Test. Get The Inside Track Before You Test 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 198 MS Word Scenarios and Solutions and Strategy Session Teacher Connected Books go to www.awarenessexplosion.com

Learn Top-Tier Legal MS Word: Disappearing Heading Numbers? Not Really

Disappearing Heading Numbers? Not Really This article is guaranteed to at some point save you much time. Things like what I am about to write about below do happen and usually do so at the worst possible time: Scenario: Heading 2 paragraph using combo like number (1.1) as well as the Style Separator scenario. Typical Heading 2 paragraph with Style Separator. Get the picture? 1. Operator calls and says that Heading 2 numbers will not print. But, the "textual portion" of the Heading 2 does print. 2. I ask a series of quick questions: In the Multilevel Dialog Box, is Level 2 connected to Heading 2? The operator answers "Yes". 3. Under Font, in the Multilevel Dialog Box, is color set for Automatic? The answer was Yes, but I wanted to make sure that it did not say "No Color". 4. I then asked if the numbers that would not print, were visible on the screen within the document. The answer to this was "Yes". 5. Knowing this, I asked if there were the Tell Tale dotted underscore under the Heading 2 number. The answer to this was "Yes". This simply means that the numbers for Heading 2 are set for "Hidden". Being "Hidden", naturally they won't print. 6. Modifying Heading 2 and clicking off the "Hidden" attribute under Font in the Multilevel Dialog box solved the problem. Knowing what to look for in advance makes these scenarios a lot easier. Training From An Inside Perspective. www.advanceto.com

MS Word 2007-16 Training- List Numbering Followed By MultiLevel Outlines and Vice Vers

List Numbering Followed By MultiLevel Outlines and Vice Versa Scenario: We begin with a Preamble or Recitals section. It is usually numbered A.B,C, 1,2,3 etc., but those numberings are not part of the Multilevel Outline and therefore make use of List Numbering styles such as List, List 2, List 3 etc. The problem usually occurs when we go from the Preamble or Recitals List Numbering and we switch over to a newly established Multilevel Outline. For instance: The Preamble Section goes from paragraphs A-J. When we establish the Multilevel Outline, and attempt to bring in Heading 1, it will sometimes still say "List" instead of Heading 1 in the left side tracking under Draft View. Another possibility is the first Heading may come in as Article 11 instead of Article 1. How does this happen? Well, if your List Numbering went from A-J that is 10 letters. When you bring in your first number under Heading 1 it can continue from the last letter "J" in the Preamble Section. Because you switched over to numbers in the first Heading of your Multilevel Outline, it will come in as number 11 which would have been letter "K" (the eleventh letter of the Alphabet) if you were still adding paragraphs to the Preamble section. So, how do we shake loose the "List" numbering so it disassociates from the newly established Multilevel outline? 1. When Heading 1 first comes in and shows a problem, I strip the new Heading 1 back to Normal (Control Shift N), and go back into the Multilevel Outline Dialog Box. 2. Inside the Multilevel Box, I make sure it says "Start At 1", I check that the Number type is proper, the positioning of the number is proper and that my Levels 1-4 are connected to Headings 1-4 under "Link Level To Style". 3. I reapply the Heading 1 and that disassociates the List Numbering from my new Multilevel Outline. 4. Good News: When you go from a Multilevel Outline over to using List Numbering in an Exhibit in the back of the document, there is no such problem. It only seems to occur the other way around.. Training From An Inside Perspective. www.advanceto.com

MS Word 2007-16 Legal Training - The 3 Essentials When Doing Cleanup On MS Word Documents

By Louis Ellman When I do a document cleanup, my routine involves 1. Changing the font for the document as a whole. (Modify Normal) 2. Making sure the quote style matches all the way through. 3. Making sure the margins are 1 inch all around. 4. Making sure section breaks are set for New Page and Different First Page applied to the entire document. 5. Making sure that the document is set for top alignment with the exception of the Cover Page which I set for Vertical Alignment Center. Because some of the text attributes are applied directly, this is why you will still see mixtures of fonts within the text after you have changed the document font by modifying the Normal style. As part of the cleanup routine, I select all the text (Control A) and then use Control Spacebar which strips off any fonts that were directly applied so that only the font selected for the document as a whole remains. Yes, I also make use of Paste Special - Unformatted Text when I want to strip the document down to raw text. Below is a summary of what I call the 3 essentials. Keep in mind that with the exception of Control Shift N, we are talking about removing surface formatting and not disturbing the style attributes. CTRL+SPACE BAR – This removes all character-level formatting—strange fonts, underlining, boldface, italics, etc. CTRL+Q – This removes all paragraph-level formatting—out of place indents, line spacing, extra spacing before and after the paragraphs, etc. CTRL+SHIFT+N – This returns the selected text to Normal formatting. Note: Before I alter a document in a major way, I always make sure that I have a hard copy printout so that I know where all of the bold, italic and underscore occurred within the document. I then have the ability to build those attributes into styles and/or create character styles to handle some of the surface formatting that will be more controllable with the use of a character style. Training from an inside perspective www.advanceto.com

Learn Top-Tier Style Legal: Determining The Width of Your Columns When Doing Tables

Determining The Width of Your Columns When Doing Tables When doing financial tables in a legal environment, they come in all shapes and sizes. Some portrait some are in landscape. Some have top headings while some have top and side headings. The focus of this short write-up is how to know the exact width of your columns that contain your numbers when doing financial tables. 1. As you may already know. we use lines applied to "Paragraph" under Borders and Shading when we underscore the sub totals and totals as well as the Headings. The underscore applied to Paragraph will leave some space on the left and right of the cell. If you have two columns of numbers side by side then that space becomes essential in order to delineate between the two consecutive columns in terms of the underscore. If you use lines applied to "cell" then the line goes from end to end of the cell and although you have separate columns, the lines will take on the appearance of 1 long unbroken line. 2. So, what does this have to do with column width? When we underscore the numbers in a financial table let us say for a sub total, if the column width is correct then it should look like the below example if we used lines applied to Paragraph. Sub Total: ________675,987.00 3. The above example shows the line before the number but no extension of the line after the number. This means your column is perfectly sized. 4. If you see this look below: Sub Total: ________675,987.00_____ Then you instantly know that your column width is too large because there should be no excess line after the number . 5. If you have excess line simply go up to your ruler and tug the column over toward the left and your excess line will disappear from the right side. When you see the table looking like example 2, you now will automatically know the problem and the remedy. Top-Tier Style Training www.advanceto.com MS Word Related Books awarenessexplosion.com http://lowcostempire.weebly.com/ms-word-business.html

Learn MS Word Legal: 2007-16 Introduction Of List Num Causes Temporary Confusion

Introduction Of List Num Causes Temporary Confusion Scenario: Medium sized document. Document is making use of style separator and has various cross references throughout. Attorney has asked that a particular paragraph in the document be cross referenced as well as many other cross reference requests. So far so good? 1. On the hard copy, it says within a particular paragraph, See Section 2.7g(iii). So, they are asking that a cross reference be created that directs the reader to 2.7g(iii) of this document. Since the cross reference is a hierarchy type reference, it will need the selection "Paragraph Full Context" in order to show the entire reference when the (iii) paragraph is selected in the Cross Reference Dialog Box. 2. Within the same mark up, on a particular paragraph, the attorney is asking for a Listnum field code "(a)" to be inserted within a Heading 2 paragraph after the Style Separator. This results in the Heading 3 paragraphs that are directly below, to automatically kick over to (b), (c), (d) etc. 3. When the operator went to Cross Reference 2.7g(iii) as stated on the hard copy, there was no 2.7g(iii) paragraph to be found. But, there was a 2.7h(iii). Being confused, the operator carefully looked over the document searching for where the discrepancy may have originated from. 4. After much searching, it was realized that the introduction of the Listnum above the Heading 3 paragraphs moved those Heading 3 paragraphs up by 1 letter on each separate paragraph. Thus, what used to be 2.7g(iii), was now 2.7h(iii). Knowing how cross references work as well as knowing the effect of the introduction of a Listnum field code enabled us to solve the confusion. Training From An Inside Perspective www.advanceto.com MS Word Legal Related Books: www.lowcostempire.com www.legaltestready.com www.awarenessexplosion.com

Learn Legal: MS Word 2007-16 - I Want To Update All Of My Cross References! What Are My Options?

Scenario: Attorney called the WP Center of a major law firm. She is working on a 300 page document with numerous Cross References. Her question: How do I update all of the Cross References at once rather than 1 by 1. Cross References are field codes just as the TOC, TOA or Index of Terms. What are my options to update all of the Cross References as needed? 1. Go to File, Options, Display, Printing Options-"Update Fields Before Printing". Using this method automatically updates all fields as you go to print. 2. If the attorney then says, I want to update them all NOW, not only when I go to print. In this case select the entire document (Ctrl+A) and press F9. If the update takes too long, you can cancel by pressing Esc. Then, select smaller pieces of the document and use the F9 method. Note: The Control A and F9 method will also update your TOC, TOA and Index if you have them in your document. 3. If they say, I want to update all of the Cross References but I DO NOT want to update the TOC TOA or Index at this time. In this case, place your cursor PAST the TOC, TOA and Index and highlight from the Main Part of your document to the end. You may wish to use "F8" (Extended Highlighting) at the starting point followed by "Control End" to quickly highlight a large file. Tidbit: Extended Highlighting is currently known as "Selection Mode" for 2007-16. 4. If the attorney does "NOT" wish to update the TOC, TOA or Index of Terms at this point in time, then those fields can be locked by placing your cursor anywhere in the TOC field code for example and using Ctrl+F11. Note: You will see no apparent change but if you right click on the field, "Update Field" will be grayed out. To unlock the field: A. Place your cursor within the field. B. Press Ctrl+Shift+F11 If you lock a field, alert the attorney or secretary how to unlock it. When ready, they can run their TOC, TOA and Index as usual. Training From An Inside Perspective www.advanceto.com

Learn MS Word: When It's Already Part of The Numbering System

When It's Already Part of The Numbering System Cross References: 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 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. 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

Learn MS Word Legal 2007-16 Section Printing - Focusing On What You Need To Print

This feature has come to the rescue many a time when the pressure is on, an attorney is standing in the center with you or at your secretarial station, he/she is pacing back and forth and they need a particular piece of a large document right away. Some of you know exactly what I am referring to. They want a particular piece of the document printed because they need to edit it, they need to go to a meeting with it, they have a conference call due to come in and they just need a particular piece of the whole: What are some of those things that people do and what can you do? 1. An initial thing people do under pressure is to send the entire document to print. Then they look for the piece that is requested while the attorney looks at them like they are crazy. 2. 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 usually results in (over or under printing) pieces or parts of the document that were not requested. 3. If you are familiar with the document to an extent, then a particular exhibit will have its own section, the main part of the document, will have its own section, the cover page that is vertical aligned center will have its own section, (if you have a cover page) the TOC, TOA, Index of terms depending on the length, will have it own section or individual sections, a portion of the document that has a wide financial table that needed to be placed in the document in landscape will have its own section. Get it? 4. Knowing this when you go to print, you can select for example print S5 which means print the 5th section of the document which may be a particular exhibit or print S3 which may be the main part of the document or S4 which may be that wide financial table so you use this as 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. Play with this the next time you have a large file. Keep this in the forefront and it will help you to be more efficient in certain situations. 5. To print a range of pages across sections, use the following: For example, you would 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. Remember: The page number and section number are shown in the status bar at the bottom of your screen. If you do not see page number and section number right click on the status bar and turn those features on. In Word 2007, click the Microsoft Office Button, and then click Print. In Word 2010-16, type the range of pages that you want to print in the Pages box in the Settings area. Training From An Inside Perspective www.advanceto.com Test Prep Book- legaltestready.com Enhance Your Current Knowledge www.awarenessexplosion.com

Learn MS Word Legal: To Cross Reference or Not Cross Reference...That Is The Question...

This article is a strategic article based on certain circumstances. Thank you student Deborah for bringing this up. Scenario: Section 2.01 The Contract (Style Separator) Body Text Body Text Body Text Body Text Body Text Body Text Body Text See Section 5.04 and 5.05 for the provisions allowing third party intervention. 1. So, above, we have a Heading 2. This Heading 2 has the word Section as part of the "Numbering Aspect" of Heading 2. Therefore, each time we cross reference to a Heading 2 paragraph, the word "Section" will be included in the Field Code. 2. In the example above, when I do the cross reference to Section 5.04, I will get a Gray Field Code that says Section 5.04 since the word "Section" is part of the numbering system in the Multilevel Dialog box. If it were not, then I would have to type in the word "Section" (regular text) since I would only get a Field Code that says 5.04. With me so far? 3. So, in my example above, it says "See Section 5.04 and 5.05". Note that the reference to 5.05 does NOT have the word "Section" before it. This was the intention of the attorney who authored the document. The question then becomes whether to cross reference the 5.05 which will give us the word Section or to leave it "as is" meaning as just text. 4. While some might be tempted to leave it as plain text it is very easy to alter the Field Code for the reference to 5.05. 5. Bring in the cross reference for 5.05 and you will get the usual Section 5.05. Right click on the field code and and choose Edit Field. On the right side of the large dialog box, check the box that reads "Suppress All Non-Delimitor Chars". This will suppress the word "Section" for that reference only. 6. Now, you do not have to sacrifice not using your cross reference function simply because a particular instance was different. Training From An Inside Perspective www.advanceto.com

MS Word Legal: Table Of Contents, Headings and Titles

As you know, or may not know, most Table of Contents are based off of the Heading Styles. Some TOC"s are a combination of Headings and Titles. But, sometimes the Heading Styles are used in a way whereby they don't qualify as Headings in the sense of what would traditionally appear in a Table of Contents. Let me give you an example: Introduction (Style Name-Title Center) (Style - Heading 1) 1. The basis for this Agreement stems from the negotiations that took place over a four day period during the week of September 21. 2. The Agreement which will define how Company A will merge with Company B will be fully examined within this document. The following will be discussed: (Style - Heading 2) (a) The time frame involved blah blah blah (b) The Management of the company blah blah blah (c) Duplication of the Staff will be examined blah blah blah So in the example above, the Headings are really not useful to the TOC so therefore I would be looking at the Titles of the document. When you open up the TOC Dialog Box and go to Options, you would look for the Title Styles that you want to use within your TOC and place a number 1 or 2 next to the style name. The numbers represent the slot that the TOC level will occupy when run. In this scenario, since you won't be using the Headings, make sure you remove any numbers next to the Heading 1 and Heading 2 under Options so that they will be excluded from the TOC. Training From An Inside Perspective: www.advanceto.com

MS Word 2007-16 Legal Training- Setting A Document Password vs. Restrict Editing

Setting A Document Password vs. Restrict Editing This write-up will be helpful in clarifying the difference between setting a Password for a document so that the recipient cannot open it without the having the password. This is different from making use of "Restrict Formatting and Editing Mode" which allows the recipient to access the document but having restrictions placed on what can be altered. So let us go over both: Password Protection: 1. Go To File, Info "Protect Document" Permissions. 2. Under the "Protect Document" Button, go down to "Encrypt With Password". 3. Type Your Password. Make sure you write it down somewhere. Also, from experience, make sure your fingers are on the proper place on the keyboard because you can type your "password" in wrong 2x and think you typed it in correctly. Then, when someone tries to open it with your "password", it does not work and you and the recipient are locked out and stressed out. It may also be a great idea to save a unencrypted copy of the file as well before you set the password. As to "Restrict Editing" you can get to it from File, Info, Protect Document, Restrict Editing or you can get to it from the Developer Tab as well as the Review Tab. 1. With Restrict Editing, we use it to lock a document for Fillable Forms, as well as allowing certain types of editing and determining groups and/or individuals that can do so. 2. When doing Fillable Forms, we restrict the document so that the recipient can only type in the form fields while the text of the document is off limits. I suggest you familiarize yourself with both scenarios discussed in this article. Basic-Advanced Legal and Corporate Training www.advanceto.com

Learn MS Word Legal - Index of Terms: Dealing With Certain Issues:

I recently came across some glitches concerning Index of Terms so I wanted to alert you. To start off, let's say that I have 1) a Cover Page with a Next Page Section Break, 2) a page for the TOC and 3) a page for my Index of Terms followed by a Section Break to separate my TOC and Index from the Main Section of the document. The TOC and Index is using i, ii, for page numbering style and 1,2,3 page numbering for the main part of the doc. So far so good? 1. If I "initially" run an Index of Terms as one column or 2 columns I get a continuous set of section breaks above and below the completed Index of Terms. This is the usual and It has "no effect" on the "Section Break Next Page" that sits after the Cover Page. 2. If I "rerun the Index" and go from single column over to 2 columns, it then takes over the Next Page Section Break sitting after my cover page and converts it to a Continuous Section Break which will now disturb my settings that I needed on my cover page, namely my Vertical Alignment Center of my Cover Page Text. 3. I undid the action and went into my Headers "and" Footers to make sure that my "Link To Previous" selection was turned off. 4. I then ran the two column Index of Terms again. Again, it knocked out the Next Page Section Break sitting after my cover page and turned it into a Continuous Break. 5. So, again I did an undo. This time, with my cursor within the index, I opted to go to Page Layout (Layout) and chose "Columns" and selected 2. 6. I switched over to Print Layout View and it did the two columns, it did not affect the Next Page Section Break after the Cover Page but... I did note that my page numbers associated with the Index of Terms were now "Not" visible. To remedy this I did the following: A. Switch over to Draft View B. Tug the Right Tab that is currently over on the right side of the ruler over to 3.0 on the ruler. Yes, the ruler will be segmented into 2 portions but it will let you Tug the Right Tab over to 3.0. Or, you can Modify "Index 1" style and readjust the right tab under Tabs (Under Format Tabs). Either way will work. Modify is a better solution for stability while Tugging the Tab is simply more visual. C. Now switch over to Print Layout View and now your page numbers for the two columns will look fine. The glitch I experienced occurred during a training session but easily could have occurred during a regular day with someone waiting on a document. Going through this write-up will provide you with a head start in the thinking process in case you ever experience something similar. Training From An Inside Perspective www.advanceto.com

Learn Legal MS Word - Same Footnote Repeats At The Bottom of Every Page

By Louis Ellman This error was caused by misinterpretation of how to insert a new footnote. Scenario: Footnote number 1 is repeating at the bottom of every page. 1. On the repetitive footnote, we are not able to place our cursor on it. Thinking that the Footnote Text may have been inadvertently placed in the footer itself, we go into the footer but the repetitive Footnote Text is not there. 2. In Print Layout View, we can see the repetitive footnote and the other footnotes that are coming in and operating normally. 3. Wanting to get access to all footnotes, we go to the References Tab and click on "Show Notes" but at first it will NOT allow us to get access to the actual footnote text. 4. Switching over to "Draft View" and choosing "Show Notes", we are now able to enter the "Footnote Text" area. Upon doing so, the repeating footnote is not showing. 5. Finally, at the top of the Footnote Text, we go to the "Footnote Separator menu" click on the down arrow and go into the "Footnote Separator Line" selection. 6. Upon entering, under the Footnote Separator Line, we see the text of the repetitive footnote and that is where the student had deposited the text. As a new student, he/she might have associated the Footnote Separator Line with the actual process of inserting a footnote and assumed that the Footnote literally needed to go under the line. The student literally dropped the text into this area as "Body Text" so it did not have the size and look of the usual Footnote Reference number/Footnote Text and thus it stood out. 7. It was not understood that the Footnote Separator Line Menu is a separate entity and simply sits at the top of the footnotes that you insert. The "Separator Line" is a "constant" so "anything" placed within that menu will repeat at the bottom of each and every page. 8. Upon removing the text from the Footnote Separator Line area, the problem was resolved. Training From An Inside Perspective www.advanceto.com

Learn Legal MS Word 2007-16 For Secy's and Word Processing Operators. Make Sure Your Skills Are Up To Date

What is your scenario?
 Returning to the industry?
 Learning From The Beginning?
 Need to Keep Your Generic Knowledge Up To Date? What Does AdvanceTo Contribute in Their Unique MS Word Training Program? Pricing: Invaluable Training at a Affordable Price. $175.00 for phone class . Manhattan location $250.00 per class. In person or by phone or Internet. Classes are 4.5 hours plus homework included. Resume assistance, placement assistance - Test Preparation 1. AdvanceTo training reflects top-tier Law Firm methods of operation and strategy. This training can be used for both legal and non-legal environments. Those using these methods in a non-legal environment are much more efficient and knowledgeable than their corporate counterparts. 2. AdvanceTo uses strategy and judgment when teaching how to automate a legal document. There is much discussion on decision making and why we do something opposed to just going to menus. 3. We not only teach the MS Word Excel and Power Point software, but we also teach many aspects of the different parts of legal documents, the vocabulary associated with the documents and the significance of each separate piece of the legal document. You will have a comfortable working vocabulary when you are done. 4. Our library of homework assignments is second to none and are essential in reaching a high level of proficiency in the shortest period of time. And best of all, they are free and included in your course. Our test taking preparation classes make sure that you will be able to show your talent instead of feeling overwhelmed by a job agency MS Word test. 5. We do not hold back any knowledge and freely share those methods, scenarios, tricks and tips that we have accumulated from our many years in this business as teachers and our vast experience working in the field as Coordinators, Lead Operators, Help Desk and IT Personnel. We take part in updating your Resume and with placement assistance. Go to advanceto.com and click on the "Training" button today! We do in-person and phone classes. An affordable way to get invaluable training. Agency Test Prep for Hands On Testing as well. On LinkedIn: Greatly add to your knowledge base: join "AdvanceTo Legal and Corporate Word Processing Training Forum" amazing articles, tips and tricks. 888-422-0692 Ext. 1 and 2 Louis@advanceto.com students@advanceto.com www.advanceto.com

Learn MS Word Legal: When the Buffer Column is Needed In Financial Tables and Signatures

In this particular article, I will discuss two scenarios where Buffer Columns are used and why vs. when it is not necessary. Column Headings: 1. For Column Headings: if you use Border "Applied To Paragraph" then this leaves a bit of space on the left and right of the Table Cell and therefore there is no need for a buffer column. There will be a clear distinction between the two side by side headings. 2. A buffer column in this case, would "ONLY" be used if "Border Applied To Cell", were used since "Border Applied To Cell" leaves no space within the cell. Two side by side cells using this method will appear as one solid line not two therefore a buffer column would be necessary to produce the visual separation. Use of Table Borders As Signature Lines 1. In this scenario, let us suppose we are using the Borders of the table in order to produce the Signature Lines. If the Borders are used, they will stem from end to end and these signature line types placed side by side (two column table) will appear as one long uninterrupted line. 2. In order to get around this, you need to insert a Buffer Column which you can squeeze down to one character width placed between the two columns. This empty column with no border lines, will serve to create the necessary visual separation so that two side by side signatures using the Table Border method will view as two distinct signature lines. 3. Finally, if you make use of a right tab in the ruler with a "Solid Line Leader" attached to the Tab to create your signature lines then no buffer would be necessary. These signature line types do not go from end to end. Try them all and view the difference. Training From An Inside Perspective www.advanceto.com

Learn MS Word Legal: View Gridlines vs. Grid

Had a student with a particular problem that has surfaced a number of times. We were setting up a two column five row table in order to do 2 columns of signatures. 1. I told the student to remove the borders of the table, 2. In Print Layout View, we selected the little target symbol that pops up on the upper left hand side of the table. This action selects the entire table. 3. Next, under Table Tools (Right Side of Screen above the tabs ) under "Design Tab", we went to Borders, clicked on the down arrow next to Borders and selected "No Borders". This action removed all the borders of the Table. 4. We went back into Borders (the down arrow) and made sure that "View Gridlines" is on. In this way, you work with the outline of the table which is a lot easier to work with than having no outline. 5. The student then said that his entire screen turned into a Grid. Like the old graph paper. What he did was instead of going to Table Tools, Design Tab, Borders (the down arrow) down to "View Gridlines" he went to the "View tab" instead and selected Gridlines. 6. By selecting Gridlines under the View Tab the entire screen turned into a grid. This can catch you off guard and you may not realize the connection of why the screen all of a sudden had a radical look change. 7. Remember, View Gridlines under Table Tools, Design, Borders will ensure that you see your Table Grid when you need to remove the borders of the Table. Training From An Inside Perspective www.advanceto.com MS Word Books www.awarenessexplosion.com www.lowcostempire.com

Learn MS Word Legal: It's Okay, Don't Touch

It's Okay, Don't Touch This particular article has to do with Multilevel Outlining. Any of my students know that I look at each level (Heading Level) of a Multi-Level Outline in two ways. I first deal with the Numbering Aspect of a particular level and then the Textual Aspect. Level 1 Article 1. (Numbering Aspect) Introduction (Textual Aspect) Level 2 Section 1.1 (NA) - Method of Operation (TA) Anyway, when we position the Numbering to where we want it to line up, we make use of the "Aligned at" and "Indent Text At" part of the Multilevel Dialog Box. The problem that students and operators alike encounter is the claim that nothing has taken effect. Meaning that the settings they placed in the Multi-Level dialog box will not take effect. Here are two common reasons why: 1. The Levels in the Multi-Level Dialog Box are not Linked to the Heading Levels. Or 2. When the operator takes care of the Textual portion of the particular Heading Style, they go into (under Modify) Format Paragraph and take care of things such as Alignment, line spacing and Before and After spacing. 3. What they should NOT be touching or removing is "Left Indent" and anything under "Special" namely, First Line Indent and Hanging The settings that one sees when dealing with a live Multi-Level outline when going into Format Paragraph in terms of Indent and Special are simply settings that reflect the choices that "we just made" when setting the position of the Numbering Aspect when we were just in the Multi-Level Dialog box. 4. When people see settings in the Paragraph Dialog Box that they themselves did not put in, they tend to want to remove them NOT making the connection that those settings are simply an acknowledgement of what they just did in the Multi-Level Dialog box. So, as I said, it's okay don't touch. Another thing to look out for is the Font within the Multilevel Dialog Box. Make sure the Font is Set for "Automatic" in terms of color. Many times people leave it at "No Color" which then brings people to the conclusion that the Multilevel numbering did not work. It is working, but it is invisible so another thing to be aware of that will ensure your Multilevel Outline works well. Training From An Inside Perspective www.advanceto.com 888-422-0692

MS Word Legal Training - 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. You can also use Control Space Bar to remove the Character Style from 1 particular instance. Training From An Inside Perspective www.advanceto.com www.awarenessexplosion.com MS Word Books authored by Louis Ellman Books that read like a seminar...

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