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Course Outline: Quick Parts, AutoText and Templates

Assemble Documents Faster
Don’t spend your time in Microsoft Word re-inventing the wheel! While everybody else is scrounging around looking for old documents to copy that perfect bit of boilerplate text out of, you can whiz right past them with these Word features designed to make you a document-creating ninja. During this course, I’ll teach you how you can leverage three Word features -- Quick Parts, AutoText and Templates -- to help you create documents faster and with fewer errors. Master these and you may be able to go home on time a lot more often!
Module 1 The art of document [dis]assembly
Before we start learning about specific techniques for assembling documents faster, let's lay a firm foundation for later work by analyzing some of your current documents, assessing whether they're good candidates for this work, and coming up with a game plan.
Unit 1 What it means to "assemble documents faster"
Unit 2 What does it mean to "disassemble" a document?
Module 2 Quick Parts
Quick Parts is a handy way to save boilerplate text to your Normal or other template for easy access. For instance, if you're creating a pleading, wouldn't it be great to drop a form Certificate of Service into your document with two mouse clicks? With Quick Parts, you can!
Unit 1 Why Use Quick Parts?
Unit 2 Save a form Certificate of Service as a Quick Part
Unit 3 Make a custom header for a Quick Part
Unit 4 Make a custom footer for a Quick Part
Unit 5 How to save a custom Watermark to Quick Parts
Unit 6 Creating Quick Parts with Embedded Fields
Unit 7 How to edit Quick Parts
Unit 8 Use Quick Parts in Outlook, too
Module 3 AutoText
Want Microsoft Word to read your mind? With AutoText, it can (sort of). If there are phrases you use often (like "objection is made to this discovery request on the grounds that it is vague, overbroad, unduly burdensome, and does not lead to the discovery of admissible evidence"), you can use AutoText to train Word to recognize when you start typing that phrase and insert it automatically. No more repetitive typing or cut-and-paste!
Unit 1 AutoText vs. Quick Parts: Which is better?
Unit 2 How to save a discovery objection to AutoText
Unit 3 Editing an AutoText Entry
Module 4 Paragraph Numbering and Cross-Referencing
Master automatic paragraph numbering, and a whole world of document automation opens up to you! Here, I help you construct your own custom numbering schemes and show you how to deploy them in your documents to make editing faster and easier.
Unit 1 Paragraph numbering 101
Unit 2 Inline paragraph numbering
Unit 3 Numbered headings
Unit 4 Numbered paragraphs with text before/after
Unit 5 Saving your own List Style, Step 1: Creating new Paragraph Styles
Unit 6 Saving your own List Style, Steps 2 & 3: Creating a List Style & numbering scheme
Unit 7 Using Style Separators
Unit 8 Using font formatting to drive complex numbering requirements
Module 5 Templates
Templates are one of the Word ninja's favorite secret weapons. Using templates to set up a skeleton document with its own Styles can shortcut your document creation and save tons of time! Here, we'll go over not only how to create a Template, but also how to set it up with its own unique set of Quick Parts and other Building Blocks so those pieces of text you use frequently in certain contexts are available instantly!
Unit 1 Why Use Templates?
Unit 2 Saving a Document as a Template
Unit 3 Making Custom Styles for Your Template
Unit 4 Move Building Blocks from One Template to Another