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Workshop Video 1

Assemble Documents Faster Workshop, Video 1


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  1. Don January 30, 2017, 9:15 am

    Every single video you’ve made has improved my productivity- I did not even know that quick parts existed! Thank you!

    Reply
    1. Deborah Savadra January 30, 2017, 1:27 pm

      Don, I can’t tell you how happy that makes me – thanks!

      Reply
  2. Michael Boli January 30, 2017, 11:11 am

    Thank you for the great video. Immediately useful for discovery objections; discovery definitions; discovery instructions; standard interrogatories and document requests. Also for inserting standard language in commonly utilized fee agreements.

    Reply
    1. Deborah Savadra January 30, 2017, 1:29 pm

      Discovery is definitely a great place to use Quick Parts. Why try to remember what basic requests you should have in each new set when you can drop in some Quick Parts and customize them for that case? To me it’s kind of a no-brainer.

      The standard language for fee agreements is something I hadn’t thought of, but that’s a good idea.

      Reply
  3. Pat January 30, 2017, 11:15 am

    Thank you! I haven’t utilized Quick Parts as well as I should have. Especially like your 38 Ideas for Quick Parts download. Very helpful!

    Reply
    1. Deborah Savadra January 30, 2017, 1:30 pm

      Pat – I hope that download will be a great resource for you and your coworkers.

      Reply
  4. Tammy January 30, 2017, 11:40 am

    Thank you!!! Fifteen minutes to learn a new skill that will save me hours. I cannot tell you how much I appreciate you doing all the work and picking out the jewels of wisdom. I am always digging looking through old docs for notary jurat, not anymore! Looking forward to the rest of the series.

    Reply
    1. Deborah Savadra January 30, 2017, 1:31 pm

      Tammy – I’m so glad to hear this is proving useful. I hope you get a lot of value out of the rest of this series as well.

      Reply
  5. Ron January 30, 2017, 4:22 pm

    Thank you. I am anxious to see if this will help speed up my document production. I believe it will. Ron

    Reply
    1. Deborah Savadra February 2, 2017, 6:59 am

      Ron: I’m hoping this technique helps speed up your document production, too. Stay tuned for more!

      Reply
  6. John Swanson February 2, 2017, 8:47 am

    How do styles impact this. If what I create and save is in “normal” style and then in the document I want to use the quick parts is in “normal (web)” style, when I paste the saved quick part, it may not look like the rest of the document.

    Reply
    1. Deborah Savadra February 3, 2017, 5:42 am

      Since you and Gina both asked about this, I’m going to add an explanation of this to my plan for the third video, coming soon.

      Reply
  7. Stephanie February 2, 2017, 9:13 am

    I have tried saving things to Quick Parts but it only works in the present document I am working in. When I close the document, I don’t get that warning asking me to save the building block to Quick Parts. How do I save it so that I can use it in all of my documents?

    Thank you!

    Reply
    1. Deborah Savadra February 2, 2017, 11:25 am

      There may be some IT policies interfering with it (some firms enforce a global Normal template across the firm). There may be a Word plugin/add-on that’s interfering with it. Or the Normal template may be somewhat corrupted.

      Try this:

      • Close Word completely.
      • Find your Normal template (the default template that controls blank documents). (See http://legalofficeguru.com/reader-question-permanent-changes-to-normal-template/ for information on how to find your Normal template)
      • Rename it (something like “OldNormal.dotm”)
      • Re-start Word and let it make another Normal.dotm (which it will do if it can’t find a file with that name where it’s supposed to be).

      Try Quick Parts, etc., again. If that solves your problem, great! If not, or if that causes other problems, exit Word and re-rename your OldNormal.dotm template back to Normal.dotm and consult your IT person.

      Let me know how you come out!

      P.S.: I just want to make sure that I’m clear on this point: the prompt I referred to is supposed to pop up when you exit Word (i.e., close all your Word documents), not just when you close the current document. It’s the action of closing out of Word altogether that prompts Word to save changes to the Normal and Building Blocks templates.

      Reply
  8. Jayme February 2, 2017, 9:55 am

    Oh my gosh – I’m going to be so much smarter than my attorneys! Thank you! You are a genius with these videos. Keep them coming!

    Reply
  9. Gina February 2, 2017, 12:51 pm

    I will use them for Notary inserts. In estate planning, we may have the client take documents and have them notarized and returned to us, or we sign by subscribing witness. I have the various acknowledgements saved as one document and up til now have to open that document, go to the particular acknowledgment and copy and paste. No more, looking forward to next video. I knew qp existed but never took the time to figure it out.

    Reply
  10. Gina February 2, 2017, 12:52 pm

    I have another issue, just set up four Quick Parts BUT when I insert them into a blank page to confirm, they are not using my default font OR the font that the paragraph was in and they are not single spaced???

    Reply
    1. Deborah Savadra February 2, 2017, 1:51 pm

      Is the setting you chose in Options:

      • Insert Content Only
      • Insert Content In Its Own Paragraph
      • Insert Content In Its Own Page

      Go to the Insert tab > Quick Parts > Building Blocks Organizer, find one of your Quick Parts and double-click on it. That will re-open that dialog box so you can check the Options setting.

      Reply
    2. Deborah Savadra February 3, 2017, 5:43 am

      Since you and John Swanson both asked about this, I’m going to add an explanation of this to my plan for the third video, coming soon.

      Reply
  11. Thomas February 2, 2017, 3:07 pm

    Deborah – So nice to see and learn from you again. We use Quick Parts a lot but after reading your list I realized we could be using it a lot more. Didn’t know about the choices to insert as a separate paragraph or separate page either. I am looking forward to the next video. Tom

    Reply
  12. Francisca February 3, 2017, 10:03 am

    Thank you for the video. I didn’t know there this feature existed until now. Quick parts will change my life! Thank you again for teach me something new.

    Reply
  13. Diane February 3, 2017, 9:28 pm

    I am so glad that I took the time to watch this video. I will use Quick Parts for: Certificates of Service, Subpoenas, Deferred Prosecution Agreements, Notary inserts, Rule 803 notifications, standard cover letters, and on and on. I am so grateful to learn this valuable tool. Thank you.

    Reply
  14. Denise February 20, 2017, 7:00 am

    Thanks for the quick parts help! Do you have a how to on Bates stamping large document?

    Reply
    1. Deborah Savadra February 20, 2017, 9:54 am

      Unfortunately, no, I don’t. You might try the following technique: https://wordribbon.tips.net/T008694_Sequentially_Numbered_Labels.html

      Reply
  15. Brenda Glover March 1, 2017, 12:25 pm

    .You are indeed a Legal Guru. Thank you for making these skills available for the visual learner.

    Reply
    1. Deborah Savadra March 2, 2017, 7:40 am

      Glad to do it!

      Reply
  16. Jim Worthington March 1, 2017, 9:16 pm

    My state has statutory short form notary acknowledgments for individuals, agents, corporations, and partnerships. I’ve saved them all.

    Reply
    1. Deborah Savadra March 2, 2017, 7:40 am

      Yay! Glad you’re finding Quick Parts to be so useful!

      Reply
  17. Michael Caccavo March 2, 2017, 8:10 am

    Deborah:

    The videos have been great. I’ve signed up for the course and hope to share with my secretary.
    I have one general question I hope you might cover in the course and two questions about the course online format.
    General question: We have been using Word a long time. My secretary is on Word 2003 and has quite a library in Auto Correct. When she moves to Word 2010 or later, how do we save all she’s created? And where should they go – some are complete sections, like you put in Quick Parts? Perhaps you could cover that in the course.

    Questions about the course:
    1. There is no place to leave feedback or ask questions (like this space) on the course site. Will you add one? It was difficult to find a way to communicate with you.
    2. What happens once I mark a section of the course completed? I want to be able to go back and review a lesson again, sometime, so I don’t want to mark it done if I can’t then go back. Can you explain how it works?

    Thanks. Looking forward to going through the course!

    Reply
    1. Deborah Savadra March 2, 2017, 9:11 am

      Michael:

      First of all, thank you! This is exactly the sort of feedback I’m looking for. I will look into the question of moving Building Blocks from one version to another. Word 2003 may be a bit tricky because so much has changed between that version and 2007-2016.

      As far as your questions about the course:

      1. That’s an oversight on my part, and thanks for noting that. I will enable comments at the bottom of each of the lessons so students can interact with me and each other. I’ll also provide a form in the sidebar throughout the course for you to give private feedback, in case there’s something you want to ask/tell me privately. I had built those into the other course templates but apparently forgot to add it here, so thanks for catching that.
      2. Marking a lesson “complete” doesn’t disable future access to it; you can always go back and review prior lessons. It’s simply a convenience feature for you to be able to pick up where you left off.

      I’m looking forward to interacting with you in the course!

      Reply
  18. melinda guthrie March 4, 2017, 2:08 pm

    Hi,
    This sounds like an incredible valuable too. Unfortunately, I do not find the quick parts option. I’m on the Insert tab, and I have the text tab, but within that tab is text box, word art, etc. No quick part tab. What am I doing wrong?

    Reply
  19. Ed Schwartz March 6, 2017, 10:47 am

    Thanks! Unfortunately, QuickParts is not available in Word 2016 for Mac but I’m using AutoText as a proxy and it’s MUCH better than having nothing. Thanks for putting these videos together.

    Reply