When it comes to Microsoft Office programs, law firms have unique needs. This Word training course includes training specific to the practice of law. You will learn how to perform legal reviews, create citations and authorities and use legal templates. Mastering Word for Lawyers Made Easy features 19 video lessons with 1 hour of instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our printable classroom instruction manual, additional images and practice exercises.
One of the most commonly performed tasks in the legal profession is creating a legal blackline document. When you create a legal blackline document, which is also often called “redlining” or “comparing documents,” you examine two documents within Microsoft Word to show only the content that has changed between the two copies in a third, separate document. Learn this and more during this lecture.
If you send copies of a document out for review to several parties, you can combine the returned copies that contain the reviewer’s changes, two at a time, into a single document that contains all of the reviewers changes. You can then use this master revised document to create a legal blackline document by comparing it to an original copy. Learn this and more during this lecture.
In this lecture you will learn how to track changes that you and others make to a document. While it is possible to track changes on a document that you work on exclusively, the majority of users will use this tool when working on a document collaboratively. This feature allows the different users to make changes to the shared document that can then be tracked, reviewed, and saved before creating a final version of the document. Learn this and more during this lecture.
Starting in Word 2013, you can enable “Lock Tracking” to prevent other authors from disabling the “Track Changes” feature within a document that you have created. To do this, click the drop-down part of the “Track Changes” button within the “Tracking” button group on the “Review” tab in the Ribbon. Within the drop-down menu that appears, click the “Lock Tracking” command to open the “Lock Tracking” dialog box. In this dialog box, you can enter a password into the “Enter password (optional)” text box and then re-enter the same password into the “Reenter to confirm” text box. Then click the “OK” button to enable lock tracking. Learn this and more during this lecture.
You can use the “Show Markup” drop-down button that appears within the “Tracking” button group on the “Review” tab in the Ribbon to choose which markup and changes from which reviewers you want to display within a document. When you click this button you will see a drop-down menu of the various types of markups that you can show or hide. Learn this and more during this lecture.
While accepting or rejecting tracked changes within a document will most often remove all tracked changes, it is also beneficial to use the Document Inspector within Microsoft Word to review and inspect your legal documents for hidden data, hidden tracked changes, and other metadata within your document that you will not want to send to a client. Learn this and more during this lecture.
In this section, we will review using the Research Pane within Word. Note that this pane no longer appears by default within Word 2013, and must be added to the Quick Access toolbar or the Ribbon before it can be used. The Research Pane functions as a dictionary, thesaurus, encyclopedic reference, and translation tool all-in-one. Also note that you can purchase additional plug-ins from legal reference vendors, such as FindLaw and LexisNexis, that can add additional reference material to this pane. These third-party plug-ins allow you to do research while creating your legal research papers within Word without having to open a separate browser window. Learn this and more during this lecture.
You can also choose which research service providers are used by your Research Pane. If you have subscribed to a research service provider, you can also add them to the Research Pane. Note that there is a hyperlink at the bottom of the Research Pane that you can click to open a web browser that will show you some of the most commonly purchased research providers. Learn this and more during this lecture.
In this section, you will learn how to create a table of authorities for your legal documents within Microsoft Word. A table of authorities lists the specific references cited within a legal document along with the accompanying page numbers. It is like a legal bibliography. As when creating a table of contents or a bibliography within Word, you must first mark the citations within your legal document before you compile your table of authorities. Learn this and more during this lecture.
Once you have marked all of your citations within your legal document, you can then create your table of authorities. To do this, first click into the area within the document where you wish to insert the table of authorities. Note that to ensure that the document lists the page numbers correctly, you should hide the table of authority citations if they are visible within your document. To do this, you can click the “Show/Hide Non-printing Characters” button in the “Paragraph” button group on the “Home” tab within the Ribbon. Learn this and more during this lecture.
You need to update your table of authorities within a document if you add, delete, edit, or move the citations within the document. For example, if you add more text to the document, the citations that you have already made may end up on different pages than the pages they were initially on when you created your table of authorities. In any case, you can easily update the table of authorities to reflect the most recent citations made within your legal document. Learn this and more during this lecture.
You can insert footnotes and endnotes into your legal research papers in order to increase the clarity of multiple legal document citations. Legal papers that include many citations can often be cluttered by the use of multiple in-text citations. These papers will most often benefit from the use of footnotes for the needed citations. When you insert footnotes, Word will insert and number them at the bottom of the page. Note that Word will also automatically renumber the footnotes if the cited text is moved within the document. Learn this and more during this lecture.
If you plan on printing your legal document to legal sized paper, you will need to access the “Page Setup” dialog box. In this lesson, we will examine accessing the “Page Setup” dialog box prior to printing, so that you can select the desired legal paper size. Learn this and more during this lecture.
There are a variety of legal templates that you can use that allow you to quickly create professional legal documents of many types. To download and use the templates that are available on office.com, you will need to be connected to the Internet. Assuming that you have an internet-connected computer, you can browse and then download any number of legal templates that are available for use. Learn this and more during this lecture.
Many law offices have WordPerfect documents that they need to convert to Word documents. There are many ways to perform this task, and this lesson looks at some of the pros and cons of the various methods used. The main issues when converting WordPerfect legal documents to Word legal documents is preserving formatting and preserving notations, such as footnote links. Learn this and more during this lecture.
A watermark is simply an image or text that appears underneath the primary text within a document. Watermarks often display additional information or instructions regarding the primary content. For example, you may see a “DO NOT COPY” watermark appear underneath the text within a legal document that to instruct the viewer to not make copies of the file. In this lecture, we will examine how to apply watermarks to documents within Word. Learn this and more during this lecture.
You can create your own text or picture watermarks to use within your legal documents in Word. To do this, click the “Watermark” button within the “Page Background” button group on the “Design” tab in Word 2013 or the “Page Layout” tab in Word 2010:2007 within the Ribbon. Then select the “Custom Watermark…” command within the drop-down menu that appears to open the “Printed Watermark” dialog box. Here you can see the choices that you have for creating a watermark. The default option selected is the “No watermark” option, and you can select this option to remove a custom watermark you have applied in the future, if needed. Learn this and more during this lecture.
This lecture provides a brief summary of the topics covered throughout the course and offers suggestions for further reading and learning materials.
Word 2013 for Lawyers Manual. Plus practice exercises and keyboard shortcuts.
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