Word (2007 & 2010) and PDF Productivity Features for CPAs (133183-12)
Description
Microsoft Word contains many new time-saving features for manipulating
content, sharing, reviewing and collaborating with business documents.
This course will cover editing, formatting, security and new Adobe
Acrobat PDF packaging features as well as integration of Excel data and
charts into Word. Participants will learn about file compatibility
issues with earlier versions of Word and how to save time with many
quick tips. (Format choices: “Lecture only with live demo” or “hands-on,
participants bring laptops”)
Learning Objectives
Be able to use document reviewing techniques effectively
Collaborate
electronically with colleagues and clients
Review important editing
features for documents and forms
Know how to maintain document
security
Learn to save time using pre-designed templates
Understand
new file formats and backward compatibility issues
Learn to maintain a
link for information originating in Excel
Work with forms in Word and
Adobe
Take away templates and tutorial references for after class use
Major Topics
Use the new tri-pane review panel to quickly identify differences
between two documents
Use the new interface to merge changes by
multiple reviewers
Track changes to protect and manage review edits
Clear markups for document security before sending a document
Protect
a document from unauthorized changes
Package a single document or
multiple documents in a pdf
Use forms in Word and Adobe Acrobat
Explore forms with fill-in fields
Create and save a document as a
template for future use
Setup shared templates
Copy and link Excel
ranges and graphs into a document
Hyperlink a document to an Outlook
email message
Import/export lists and contacts between Word, Excel,
and Outlook
Create and manage document versions
Use time-saving
editing features
Create a table of contents and hyperlinks within a
long report and as pdf
Add time-saving file management and document
editing tools to the Quick Access Toolbar
Use or deactivate
side-by-side reading layout when opening Word attachments
Remove
personal information from file properties for security
Adjust security
features including Protected View
Understand how to use merge fields
Understand new file formats for compatibility between new and earlier
Word versions
Use the time-saving contextual ribbon tools with formats
and styles
