Posts Tagged ‘document’

Mark your Document as Final

Friday, April 22nd, 2011

You have finally finshed your document, proofed it, made edits, and it is ready to be sent to your colleagues. But you are certain this is the final draft and you do not want anyone changing your masterpiece. What to do???

Mark it as Final! This will prevent users from inadvertently making changes and gives you some protection against modifications to your document. This feature is also helpful when you share a computer and do not want someone modifying your documents.

Follow the steps below to learn how:

  1. Click on Office Button | Prepare | Mark as Final.
  2. You will receive a message that warns you “This document will be marked as final and then saved.”
  3. Click OK to save your document and mark it as final.
  4. Another message will appear.
  5. Click OK one more time.
  6. Now your document has been marked as Final and editing has been turned off.

Once you have marked your document as Final, you will see an icon in your status bar that indicates that it is final and your document cannot be edited.

Should you later decide to modify your document, you can turn off the Finalization by clicking Office button | Prepare | Mark as Final.

You should note that this feature can be reversed by anyone to opens your document if they know how.

Customize your Status Bar in MS Office

Thursday, April 21st, 2011

As you all know, I am the queen of saving time and keystrokes in MS Office.  I am actually quite lazy because I try to find the quickest and most easy way to accomplish tasks in the Office Suite so that I have time to do the things I enjoy the most.

One way to save time and keystrokes is customzing your applications.  Starting with version 2007, this is possible.  Most folks never scratch the surface when it comes to customizing but I will now tell you one of the easiest ways to customize in MS Office – namely, your Status Bar!

Your Status Bar resides at the bottom of any Office application. It sits above the Windows Taskbar. It’s that bar that has information in MS Word that tells you the page, section, line etc.

Most folks do not realize that they can actually change the lowly Status Bar and make life much easier for themselves in the process. 

Follow the steps below to learn how:

Right-click your mouse anyplace on your Status Bar.

  1. Select the options that will make your life easier. You can go hog wild and add whatever you like. Some easy choices are the Track changes indicator and Word Count.
  2. Once you have made your selections, click someplace else on your screen to save your selections and close the Customize Status Bar menu.

Ok, now that you have taken the first step and put something new on your status bar, I will tell you  how this can save you lots of time and keystrokes (using the two selections I recommended).

If a colleague has sent you a document to edit and revise and they left Track Changes on you will know immediately as soon as you start to make changes to the document. So now, you look down and see the status of Track Changes on your Status Bar and you can simply click on that selection one time to turn it off.  Think about it – isn’t that much more efficient than displaying the Review tab and using the drop down Track Changes menu to do the same thing?

Now suppose for instance, that you have imported text from WordPerfect and see that the headers and footers have changed. Look at your Status Bar.  It will let you know that the section numbers have changed. Aha!  You have now very quickly seen what your problem is. We all know that imported text from WordPerfect embeds random section breaks in our documents right??

Want to get a quick sum or count of highlighted cells in your Excel worksheet? Instead of taking the time to create a formula to do that for you, simply add Count and Sum to your Status Bar. You can also get speedy calculations of Averages, Minimums and Maximums!!

So like I said, go hog wild and add whatever you think will be helpful to you.  It is just as easy to remove items from you Status Bar. 

Please note that you cannot customize the Status Bar ins MS Outlook.

Insert Dates and Have it Your Way in MS Word

Thursday, April 14th, 2011

Some folks prefer to use AutoText to insert the date in their documents and this tip will show you exactly how to do that and do it in such a way that you will not have to change the format.  It will be the way YOU want it!

Follow the steps below to learn how:

Position your cursor on a blank line in your document, where you would like your date to appear.

  1. Click on Insert | Date and Time and the dialog box will display.
  2. Select the display format that is the closest to what you would like in your document.
  3. Be certain the Update Automatically check box is selected.
  4. Click OK.
  5. The date, using the selected format will appear in your document.
  6. Select the date field and click F9 which will dispay the actual DATE field coding.
  7. Change the format within the quotation marks to reflect the way you want your date to appear.
  8. Click Shift + F9 to display the DATE field results instead of the coding.
  9. Select your date field again.
  10. Click on Insert + AutoText which will display a submenu.
  11. Select New from the submenu and MS Word will display the Create AutoText dialog box.
  12. Type the word Date in the Name field, replacing  the original text.
  13. Click on OK.

Your DATE field is now properly formatted and saved under the Date AutoText entry.

To use your new Date entry,  key in the word Date and click on F3. The word will now be replaced with your DATE field a you saved it.

 

Versions 97, 2000, 2002, 2003