Tag Archives: Microsoft Office 2010

Building the Modular Business Proposal in Word 2010

A marketing consultant friend of mine recently posed a challenge to me, how would I build a modular proposal template using Word 2010? The users of the template would be a sales team – all with varying MS Word skills – and the company has an evolving brand and ever-growing product line up. The client was also using Office 2010 and I was looking forward to getting a Word 2010 client project under my belt.

His client also was trying to get away from too much cutting and pasting across proposals and had an eye for more standardization in their proposal process. A master document approach never became part of the equation nor did too much inserting kung fu. Master Documents are an urban myth in the Microsoft World and anyway I like to keep things simple and easy to use especially if I am handing a document or template off to non-writers.

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A Few Words About Microsoft Word Track Changes

One of the most useful – yet potentially embarrassing –features of Microsoft Word is Track Changes. Using the Track Changes feature lets you electronically markup your Word documents with edits, additions, and revisions. Think of it as an electronic red pen so to speak.

The potential embarrassment of the feature comes in when you don’t accept the Track Changes. Comments, edits, and revisions not fit for public consumption can leak out. Even if none of the comments are critical it is just plain sloppy to have a recipient open up a document that still contains markups.

Here is the advice I give people about using track changes:

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Book Review: Security and Privacy for Microsoft Office 2010 Users by Mitch Tulloch

Security and Privacy for Microsoft Office 2010 Users by Mitch Tulloch is a book I’ve been trying to find for years. Throughout my time as a technical writer, I’ve bumped into some minor to major security and privacy issues related to the development and distribution of Microsoft Office documents including some that caused a measure of embarrassment to people. By extension of my work as a technical writer, I’ve had to give both formal and one-on-one training about some of the topics in this book and can tell you it is easy to say it’s just Microsoft Office until something you don’t want to leak out gets out in one of your documents. read more »

 

Collaborating With OneNote 2010

One of the hidden gems of Office 2010 is that it now includes OneNote 2010 – the latest release of Microsoft’s simple yet elegant note taking application. Formerly, you had to purchase OneNote separately making it a special software request inside many corporations and not standard issue. Now that it comes with all versions of Office 2010, my first hope is that it helps slay the useless tradition of taking meeting minutes, but before that comes collaborating with OneNote.

OneNote can serve as an effective backchannel for collaborative note taking, whiteboard session captures, and capturing the myriad of bits and bytes that comes with running a technology project.

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Getting Started with OneNote 2010: Part 3

Now that you have notebooks teeming with notes and data it’s time to settle in with OneNote as part of your daily workflow. In Getting Started with OneNote 2010: Part 3, we’ll take a look at how to search through your notebooks for information and how to get information out of OneNote 2010 into other applications and to other project team members.

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Saving & Sending Word 2010 Documents

There is more to sharing Word documents than the ancient tradition of attaching them to an Outlook email. Now Word 2010 makes it easy to share your Word documents over the web or SharePoint without you having to leave the application and creating too many steps between your documents and their recipients

Click File. The BackStage View appears. Click Save & Send to access Save & Send options. Here is a breakdown of options that are available:

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Using Linked Notes in Microsoft Word 2010

Professional documents can go through many changes before you declare them final and ready for publication. Along the way to final document, it is real easy to chock up a lot of questions and ideas that don’t have any place in even the draft document. While Word has some great commenting and track changes tool, it doesn’t take too long until the document can flash an unfortunate author back to freshman comp class. Now, in Office 2010, you can take notes in OneNote and link them to your document.

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Getting Started With OneNote 2010: Part 2

In Getting Started with OneNote: Part 1, I focused on how to get yourself started in OneNote 2010. Now that you have notebooks setup, it’s time to get your information into OneNote. While this is going to be an ongoing task for many OneNote users, expect some setup time if you are moving your information into OneNote for the first time.

OneNote offers some flexible options for getting your information into its pages and note books. Here are some options for getting your information into OneNote 2010. read more »

 

Getting Started With OneNote 2010:Part 1

Microsoft OneNote 2010, a note taking application, is really gaining a wider reach as more enterprises upgrade to Microsoft Office 2010. Including OneNote 2010 as part of Office 2010 is a great move by Microsoft to get this simple yet elegant productivity application into the hands of more users.

Getting started with OneNote 2010 is quite easy. This post lays out some of the basics for getting started with the application.

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Does Microsoft Office Need A Champion Inside Your Organization?

Often Microsoft Office suffers from a lack of credit (and support) despite the fact that it is the underpinnings to many a business process. It’s easy to brush it off as just being Office but its important to consider that Microsoft Office as an application suite continues to undergo such a metamorphosis from its inauspicious beginning as a bunch of bundled desktop applications to a front end into how a business operates complete with collaboration, communications, and a potential interface into corporate backend applications.

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