TIPS & TRICKS

Weekly Mastery Tips & Tricks to Help You Work Better, Faster, Smarter

Microsoft Office & Document Management
Tips & Tricks

Set Font and Paragraph Defaults for Every Document

The analogy of covering weeds with rocks is a perfect way to illustrate the potential issues that arise when directly formatting text in Word without using styles. Imagine you have a yard or garden with unwanted weeds popping up all over. Instead of addressing the root cause of the weed growth, you decide to cover the weeds with rocks to hide them temporarily. The weeds are still there beneath the

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Styles Make Formatting Simple

Introduction to Styles

Styles are essential tools for formatting and streamlining the appearance of documents. They provide efficiency, consistency, and ease of use when working with complex documents. What is a Style? Styles are sets of formatting instructions that can be applied to paragraphs, characters, or entire documents. They contain attributes like font type, size, color, alignment, line spacing, paragraph spacing, and more. Much like a recipe card, styles provide a predefined format

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Create, Modify, or Update Styles

Create a New Style Based on Formatting You can quickly apply a set of formatting options consistently throughout your document by using styles. You can alter an existing style and customize it to your needs if you need formatting options that are not offered by Word’s pre-built styles and themes. The formatting (including font size, color, and text indentation) in styles used for titles, headings, paragraphs, lists, and other elements

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Outlook Automatically File Low Priority Emails

Outlook – Automatically File Low-Priority Emails

Rules can transfer low-priority E-mail messages to a folder depending on the sender’s email address, subject keywords, message body text, and other criteria. When an e-mail is received, the rules take action without your intervention. It can shift messages to folders, forward emails to coworkers, and delete low-priority emails like daily food truck alerts, “who’s in the office” updates, responses to specific emails, and more. Always Move Messages From [Sender

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Outlook - Find Related Emails

Outlook – Find Related Emails

Your messages will be organized effortlessly with the help of this tool. Simply choose your desired criteria and the corresponding folder will display all relevant messages. Filtering by Subject or Sender

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Quick Parts – Quickly Insert Common Text

Anything that you create on a routine basis can be automated using Quick Parts or Auto Text. Do you find yourself repeatedly typing information such as your notary, signature block, pleading captions, mailing certifications, or optional agreement verbiage?  In Microsoft Outlook and Word there’s a feature called Quick Parts it’s simply a tool that allows you to instantly/quickly insert text you type often by creating a quick list of frequently

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Slide View Master

Slide Master View

The steps below are for Microsoft PowerPoint 2010. Have you ever wanted to add a background image to all slides such as a logo, or change the font, size, and color of the Title for all slides? Maybe you want to change the bullet image or space between the bullets? This can all be done on the first slide in the Slide Master view. It allows you to quickly change the

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Excel – Printing Large Spreadsheets

Due to discovery, large spreadsheets often arrive from clients, but they’re not ready for printing or PDF conversion right away. These files, designed for screen viewing, can pose challenges when you need to print them while keeping all the columns intact and adding necessary headers or footers. Fortunately, by adjusting a few key settings, you can ensure a smooth printing process. Let’s explore these settings to master the art of

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