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  Web http://www.klippert.com



  Tuesday, February 02, 2010 – Permalink –

Office Training

Suggestions

TechRepublic lists a number of areas that you might explore when training is needed for a new Office version.

Here are a few:

  • LINKS TO TIP SHEETS AND ARTICLES
    "Instead of telling your users to go out to Microsoft.com and do a search, put hyperlinks to the printer-friendly version of tip sheets and articles on your company’s main portal page. Providing links to information you know they need will help you cover the training bases. And presenting the links on an internal web site they already use will show your users that it’s okay to go outside of their four firewalls to learn something new. Include your favorite hyperlink in your signature line so it goes out in every e-mail you send."
  • ONLINE TRAINING
  • E-LEARNING
  • WEBCASTS
  • VIRTUAL TRAINING
  • MULTILINGUAL SCREENTIPS AND TRANSLATIONS
  • COMMAND REFERENCE GUIDES
  • OFFICE ONLINE AT WORK
10 ways to train your users on Office 2007 for free




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<Doug Klippert@ 3:54 AM

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  Monday, January 11, 2010 – Permalink –

Merge Access with Word

Database integration



"You can merge Microsoft Office Access 2007 data with a Word 2007 document by using the Mail Merge Wizard. This demo shows you how to create a simple form letter and how to troubleshoot problems. You can also use this feature to create address labels or any other type of Word document in which you want to display Access data."
Office.Microsoft.com




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<Doug Klippert@ 3:45 AM

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  Thursday, December 31, 2009 – Permalink –

Forms in Word

With and without code


Data entry forms can be designed and presented using VBA code. Another simpler way to do it is to construct a form directly in the Word document.
"Have you ever been asked to fill out a form in a word processor, only to discover that when you attempted to enter information, the lines on the form moved all over the page? Not to mention that the form was difficult and time-consuming to fill out? Most people don't realize that you can easily create professional-looking forms in Word."


  • Part I: Create professional looking forms in Word

  • Part II: Adding Automation to your Word forms

  • Part III: Learn more about VBA macros to automate your form

  • Part IV: Use custom dialog boxes in your Word forms

  • Part V: Linking your AutoForm to a database
Please Fill Out This Form!

By Dian Chapman at TechTrax

Also:

 Fun with Forms

Cindy Meister



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<Doug Klippert@ 3:13 AM

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  Wednesday, September 23, 2009 – Permalink –

Insert Page Numbers

Don't get framed


If you use Insert>Page Numbers to number your document, the character will be contained in a frame.

This can, sometimes, make formatting the Header or Footer difficult.

A more versatile solution is to use Insert>Field.
Look for PAGE and NUMPAGES.

See:
Word.MVPS.org:
How to control the page numbering in a Word document

"Page X of Y" gives wrong numbers

Texas A&M University:
Placing the page number correctly on a landscape page


There is, also, an excellent discussion about how Word handles numbering at the
Microsoft Word MVP FAQ Site




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<Doug Klippert@ 3:44 AM

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  Friday, September 11, 2009 – Permalink –

AutoShapes

Drawing bar objects



Kim Hedrich has put together a series of basic articles on AutoShapes for TechTrax.

AutoShapesPart 1 - How to draw circles, ovals, squares and rectangles; also modifying fill and line colour

AutoShapes Part 2 - Fill Effects

AutoShapes Part 3 - Shadows and 3-D

AutoShapes - Text Inside a Shape




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<Doug Klippert@ 3:15 AM

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  Saturday, August 22, 2009 – Permalink –

Self Help

Get started in the right direction


The Office of Technology Services of Towson University, located in Towson, Md., provides Self-Help Training Documents for many applications.

They are available for many levels of knowledge. They’re clean, clear, and concise.
  • Access

  • Adobe Acrobat

  • Dreamweaver

  • Excel

  • FrontPage

  • Microsoft Office Tools

  • Outlook

  • Outlook Web Access

  • PowerPoint

  • Publisher

  • Visio

  • Windows

  • Word Art

  • Word
Tech Docs




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<Doug Klippert@ 3:09 AM

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  Thursday, July 30, 2009 – Permalink –

Protected Spell Checker

Correct the protected


Unfortunately, Word's protection feature disables a huge number of important functions, even if you only protect a single section of a document.

Besides the spellchecker, many other items on the View, Insert, Format, Tools and Table menus are disabled, as well as most items on the Drawing, Database, Visual Basic and Picture toolbars.

This MS Word MVP FAQ Site article lays out the steps needed to

Enable the spellchecker in a protected document.

One of the important elements is "NoReset=True". The act of removing and then re-protecting a document will reset the data without this line.



In Office 2007 Protection is found on the Review tab:





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<Doug Klippert@ 3:03 AM

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  Thursday, July 09, 2009 – Permalink –

Echo Document Data

Enter once — use again


Enter data in one place in a document and have it repeated elsewhere.

There comes the time when you need to enter a clients name at the beginning of a document and you know that it will be repeated again many other places.

Greg Maxey has collected a number of ways to make the task easier.


Repeating Data





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<Doug Klippert@ 3:55 AM

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  Tuesday, March 31, 2009 – Permalink –

Add Captions Programatically

When the project seems overwhelming


Faced with a repetitive task, I often have to make the decision, do I do it by hand again and again? Or do I write or find a macro to do the heavy lifting?
"Have you ever had a document with ten, twenty, or even 100 images, and then as an afterthought decided you wanted to add a caption to each of those images? This is an easy task through the user interface (UI). All you have to do is select each image, one at a time, and choose Insert, then Reference, then Caption. Unfortunately doing this through an image-heavy document is a boring chore and takes up a lot of time.

Fortunately, the Word object model lets you to apply a caption to a selected object. An add-in that does this for you is only a small chunk of code away. The sample add-in accompanying this article demonstrates how to do this. It also demonstrates many other details about working with shapes and images in Word programmatically that are useful to know about."

Working with Word 2003 Images Programmatically




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<Doug Klippert@ 3:18 AM

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  Thursday, March 12, 2009 – Permalink –

Insert>Fields

Tiny code snippets


Microsoft has included a number of code pieces that you can use without having to haul out the VBA editor. These codes handle such things as page numbers, Table of Contents, Merge data and more.

"Some 80-plus fields are built into Word that provide information about the file and the user; store, display, and manipulate reference information; and link the document to other applications - all without a bit of code."



Automate Word Documents with Minimal Code
By Cindy Meister


Cindy Meister is a Word MVP.

She also works with bobbin-lace. Here is a sample of a Honiton lace butterfly.


Also:

AddBalance.com:
Using { Fields } in Microsoft Word


GMayor.com
Formatting Word Fields with Switches


In 2007 you can use the =(Formula) field.
On the Insert tab look for Quick Parts:






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<Doug Klippert@ 3:50 AM

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  Tuesday, January 13, 2009 – Permalink –

Almost All You Need to Know

Collection of Word explanations



Shauna Kelly is a Microsoft Word MVP.

She has compiled a gathering of important Word how to's and whys.


For new users of Microsoft Word
Basic concepts - Introduction
Styles in Microsoft Word
Tips for understanding styles
Formatting
How the Styles and Formatting pane works
Numbering, Bullets, Headings, Outlines
How to control bullets
Templates
What is the relationship between a Word document and its template?
Layout
How to keep a figure on the same page as its caption
Sharing Microsoft Word documents
What happens when I send my document to someone else?


Making the most of Word in your business:
Microsoft Word FAQ



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<Doug Klippert@ 3:23 AM

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  Monday, September 15, 2008 – Permalink –

Microsoft Word 2007 Tutorial

How it's done


Microsoft Office Online:
"It's time to get up to speed with Microsoft Office Word 2007. Learn the best ways to use the new Ribbon, get a handle on finding popular commands, and understand what the new file format does for you."

Microsoft Word 2007 Tutorial
Microsoft Office Online Training)

Also:

BayconGroup.com:

Microsoft Word Tutorial



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<Doug Klippert@ 1:34 AM

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  Saturday, August 30, 2008 – Permalink –

Legal User's Guide

Object with style


"At first glance, you might think that not much has changed in the latest version of Microsoft Word; however, when you take a closer you look and discover the added collaboration functionality, research capabilities such as Encarta, translation and more, increased security, and new XML-enabled opportunities, you will quickly realize that Word 2003 offers even more benefits for the legal user."


Word 2003 Legal User's Guide

The Payne Consulting document for Word 2002 is here:
Word 2002 Legal User's Guide


Charles Kenyon has put together the Intermediate User's Guide .
This Intermediate Users' Guide is based closely on the Legal Users' Guide and supplements it. It contains all the text from the original Legal Users' Guide together with additional guides and links to other resources.

Also see:
Microsoft Office Assistance:
31 Legal articles



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<Doug Klippert@ 1:21 AM

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  Friday, August 15, 2008 – Permalink –

Connectors and Org Charts

"Attachers"


PowerPoint can create an Organizational or Flow chart more easily than using the old Orgchart applet.
(In 2002 +, OrgChart was replaced with the Insert diagram or Organizational chart button on the Drawing toolbar.)


Microsoft Office Online tutorial:
Org charts A to Z

"Use the Microsoft Office diagramming tool to create an organization chart in Microsoft Office PowerPoint 2003. Build and lay out a chart, style it effectively, and get editing tips that'll help you adapt it."

(Length: 40–50 minutes)


Also:
Draw flowcharts with Word and PowerPoint
Connector information


PPTWorkbench.com:
(Glen Millar Communications)
Connectors and custom anchor points

"Connectors are very important tools in PowerPoint drawing. They attach themselves to PowerPoint shapes, and will move with that shape as it is moved around the slide. This tutorial will show many things:
How to add custom anchor points by:
  1. drawing them,
  2. pasting them as an enhanced metafile,
  3. using a hidden autoshape."




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<Doug Klippert@ 3:36 AM

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  Sunday, July 13, 2008 – Permalink –

AutoNumber Invoices

Creating sequentially numbered documents


Use an Autonew macro to add a sequential number to a document and save it with that number.


In the template from which you create the document, insert a bookmark named Order in the location where you want the sequential number to appear and create an AutoNew macro, as follows:


Sub AutoNew()
Order = System.PrivateProfileString("C:\Settings.Txt", "MacroSettings", "Order")
If Order = "" Then
Order = 1
Else
Order = Order + 1
End If
System.PrivateProfileString("C:\Settings.txt", "MacroSettings", "Order") = Order
ActiveDocument.Bookmarks("Order").Range.InsertBefore Format(Order, "00#")
ActiveDocument.SaveAs FileName:="path" & Format(Order, "00#")
End Sub



If you do not need to display the number in the document, but just want to save it with a sequential number, there is no need to create the bookmark in the template and you should then delete the second last line of the code.

Article contributed by Doug Robbins
Word MVP Site


Microsoft Knowledgebase:
Macro to Increment Invoice Number to New Form Document


WordTips:
Sequentially numbered Labels


Here's a further discussion including methods to create sequential ticket numbers:

Here's the PDF version:
Word Field Codes Revealed



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<Doug Klippert@ 2:09 AM

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  Thursday, May 15, 2008 – Permalink –

Make a Dash

M-N-Hyphen



From the Word MVP Forum:
Dashes

There are three kinds of dashes, each a bit longer than the other.
You don't need to put spaces before or after dashes (in the US).

Use the hyphen (-) for hyphenating words.

Use the en dash (–) where you would use "to," as in "business hours are 10 A.M. – 5 P.M.," in a range of numbers (pages 17–25), or to link certain compound adjectives like "the Tokyo–Hong Kong flight" or "anti–blood clotting serum."

Use the em dash (—) instead of parentheses—as is done here—to set off a parenthetical phrase. On the typewriter, two hyphens stood in for this dash.


The keyboard shortcuts are:
Alt+0150 for an N dash
Alt+0151 for an M dash or two hyphens in a row

Here's an article from the Editorium.com:
Making dashes easy
By Jack M. Lyon

Meleanie Spiller has an articles on:
Colons, Semicolons, and Em-dashes

Hyphen Hysteria

And:

Interruptive Punctuation




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<Doug Klippert@ 6:13 AM

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  Saturday, May 10, 2008 – Permalink –

Tables

Without reservations


Word is more versatile than Excel or PowerPoint when it comes to manipulating how a table will appear. Go to View>Toolbars Tables and Borders, and also see the Table menu especially, "Table Properties" .
(In 2007 go to Insert Table, or Right click the Table)

Often, you will insert a table at the top of a document, and then later realize that you need to enter text above the table.

A keyboard shortcut to fix this is to place the insertion point in the first cell in the top left corner of the table.

Hit Ctrl+Shift+Enter and Word will move the table down and place the insertion point at the top.

This is also the combination used to split an existing table in two.
(If there are no entries in the cell, the Enter key will move the insertion point. If there is text in the cell or a paragraph above the table, then the Enter key will just start a new paragraph inside the cell.)

Here are some more suggestions from the Word MVPS web site:
Maximising the performance of Word tables

Rutgers University:
Word 2003: tables




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<Doug Klippert@ 8:58 AM

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  Wednesday, April 16, 2008 – Permalink –

Word Ranges

Pre-defined locations



When entries are made in a document, Word creates a Story Range to identify what part of the document is being used. These ranges can be used in macros to search for items , change text, or other actions.


This macro, for instance, changes the text in just the header of the first section:

Sub HeaderFooterObject()
Dim MyText As String
MyHeaderText = "This would be your text"
With ActiveDocument.Sections(1)
.Headers(wdHeaderFooterPrimary).Range.Text = MyHeaderText
End With
End Sub


When you use Edit>Replace in Word, it does a fine job of locating all occurrences of the target in the body of the document or in the header or footer.


Something fails, however, when you record the action and try to run it as a macro. To make it work, you must loop through the built in ranges of a Word document.


The exercise is interesting if only for the exposure to the built in ranges such as:

  • wdCommentsStory
  • wdEndnotesStory
  • wdEvenPagesFooterStory
  • wdEvenPagesHeaderStory
  • wdFirstPageFooterStory
  • wdFirstPageHeaderStory
  • wdFootnotesStory
  • wdMainTextStory
  • wdPrimaryFooterStory
  • wdPrimaryHeaderStory

    and
  • wdTextFrameStory.


See this article for more information:

Word.MVPS.org:
Find and replace with VBA


Also:

Microsoft KB
VBA macro examples to insert text into a document



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<Doug Klippert@ 7:14 AM

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  Sunday, March 02, 2008 – Permalink –

Index Concordance

Order!


Creating a Table of Contents can be easy if you use Styles. Word will automatically insert a TOC when you place the insertion point and then use Insert>Reference Index and Tables and choose Table of Contents.
(2007 – Reference Tab>Table of Contents group)

An Index or Concordance can be more difficult.

In a larger document, you may want the reader to be able to locate key words. You could go through the whole document and mark each word you want included, but there is an easier way.


  1. Make a list of the important words.
  2. Create a two-column table in a new document.
  3. In the first column, enter the word or phrase.
  4. In the second column, enter the index entry
    (If you need a sub-category, type the main entry followed by a colon (:) and then the sub category.)
  5. Save the file.



When it comes time to create the Index, place the insertion point, go to Insert>Reference Index and Tables. Choose Index and then AutoMark.
(2007 – Reference Tab>Index group)

Browse to the location of your Index file.

Word will now automatically use your list to mark the main document and insert an Index.

Also:

Word for Word:
An Index or a Concordance for Your Book?


Word MVPS.org:
How can I automatically generate an index in Word?


Microsoft KB:
How to create a table of contents and index with field codes in Word



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<Doug Klippert@ 7:38 AM

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  Sunday, February 10, 2008 – Permalink –

Merge to More than One Document

Custom content



In the Data Source, include a field for the type of letter the recipient requires.

In the Main merge document, enter IF fields, such as:

{IF {MERGEFIELD "LetterType"=1} {INCLUDETEXT "C:\\Project\\Letter1" \* MERGEFORMAT} ""}
{IF {MERGEFIELD "LetterType"=2} {INCLUDETEXT "C:\\Project\\Letter2" \* MERGEFORMAT} ""}



  • The curly brackets { } cannot be entered from the key board. Either use Insert>Field, or Ctrl+F9.
  • Word uses spaces in the If..Then..Else statement.
  • The last two quote marks "" are "empty" , so nothing will be entered.
  • Notice the \\ in the path statement. A path is not needed if the Main document is in the same folder as the letters.
  • To see the field codes, use Alt+F9 to toggle the view on and off.

Letters 1 and 2 can have completely different texts, formats and layouts. One can be an invitation to a sale, the other can be a dunning letter.
(To carry over different formatting, leave out the \* MERGEFORMAT switch)

After setting up the main document for mail merging, insert all of the fields you want to merge.

Copy the individual fields and paste them in the correct locations in Letter 1 and 2.

Go back to the main document and erase all of the text and fields EXCEPT for the IF statements.

Letters 1 and 2 do not have to be set up a merge docs, or connected to a data source. Their text will be inserted in the Main document depending on the field type.





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<Doug Klippert@ 7:32 AM

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  Tuesday, February 05, 2008 – Permalink –

Curly Quotes be Gone

Stop them up front


Word, by default, uses curly (“ ”) rather than straight quotes(" ").

Here's a video that shows how to go into Word options and turn this Auto feature off.

Next we need to turn off Moe and Larry




Curly quotes



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<Doug Klippert@ 7:27 AM

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  Wednesday, December 26, 2007 – Permalink –

Page Breaks

Demo tutorial


You can control when Word decides to break for a new page.

Ctrl+Enter is the keyboard shortcut, but there are a number of variations.


This MS link has both Demos and text tutorials.
Page breaks

BTW; a merged document is made up of Section breaks, not Page breaks.

For ease of printing, Replace ^b with ^m



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<Doug Klippert@ 6:35 AM

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  Thursday, November 08, 2007 – Permalink –

AutoText - Building Blocks

New old feature


Back in the old days minutes, we used "Autotext" to hold chunks of data that could then be reused in other locations and in other documents.


This tool has been polished and given the new name of "Building Blocks".

The Microsoft Office Word Team's Blog:

Part 1 - Building Blocks

Part 2 - Inserting and Swapping Building Blocks

Part 3 - Creating Building Blocks

Part 4 - Deploying Building Blocks

Office.Microsoft.com:
Reuse and distribute parts of a document


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<Doug Klippert@ 6:28 AM

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  Monday, October 15, 2007 – Permalink –

Work with Office

It can make life easier


Here's a collection of tips and tutorials from Microsoft about how to use '07 at work.
If no one's looking, you could use these hints at home too.

Ways to work smarter



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<Doug Klippert@ 6:50 AM

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  Monday, October 08, 2007 – Permalink –

First look at Word 2007?

We all have to start somewhere


Here is a 30 minute course:


After completing this course you will be able to:

  • Create and save a document.
  • Accept or reject suggested revisions for spelling and grammar as you type.
  • Change page margins.
  • Adjust spacing by deleting any extra spaces between words or extra lines between paragraphs.

Create your first document in Word



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<Doug Klippert@ 8:04 AM

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