Tag Archives: Word

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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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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Word 2010 Document Security And The Single Technical Writer

There is more to document security than just locking down documents on a SharePoint site where it is only accessible to users with the appropriate security privileges. Microsoft Word documents can hold many secrets that have embarrassed both corporations and United States Federal government agencies in the past. Technical writers should be the ones taking the lead when it comes to securing the documents they produce.

Here are some tips for adding Word document security to your writing and document release processes:

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Book Review: MOS 2010 Study Guide for Microsoft Word

After having a great experience reading the MOS 2010 Study Guide for Microsoft Office SharePoint, my next read was the MOS 2010 Study Guide for Word. Microsoft Word has always been a bread and butter application for me as both a technical writer and freelance writer. Things have been a bit slow lately, so I am taking advantage of the time to shore up some old skills and learn new ones.

The book’s tendency to overlap screen captures became a bit annoying after the first 100 pages. To a novice Word 2010 user, this space saving move could lead to a minor bit of confusion. Take the screen captures on page 143 of 317 (iBook edition) which borders on abstract art not clear and concise communications. While I am on the subject of screen shots, fading out the bottom and right sides of them while certainly a special effect made it almost look like a rendering issue on the screen. There were also a few places in the text where the pagination would cut into the middle of a procedure that was also a bit disappointing considering the state of epublishing tools today. These lapses in production detracted from the overall writing of the manuscript and exercises.

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Microsoft Office Isn’t Due Retirement Papers Just Yet

Eric Lundquist’s recent article about the need for Microsoft Office to retire furthers my opinion of the wide gulf that exists between some technology journalists and real life out there in cubicle land. I am not talking about the next big sexy cloud computing platform or latest mobile computing apps but the people who do the day-to-day grunt work – crunching spreadsheets in accounting, writing technical documents, creating small databases, and presentation development for next week’s sales team meeting.

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