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Integrated Business Projects

Integrated Business Projects. Part 1 Marketing and Communications. Project 3 Preparing Administrative Documents. Project 3 Objectives. Produce forms for printed and online use Prepare agendas, minutes, and checklists Create documents using templates Save Word documents as Web files

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Integrated Business Projects

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  1. Integrated Business Projects Part 1 Marketing and Communications Project 3 Preparing Administrative Documents

  2. Project 3 Objectives • Produce forms for printed and online use • Prepare agendas, minutes, and checklists • Create documents using templates • Save Word documents as Web files • Generate a directory, letters, and labels using mail merge • Produce long documents from rough-draft copy

  3. Project 3 Jobs • Job 3-1: Create List of Food Service Options • Job 3-2: Prepare Agenda and Minutes • Job 3-3: Produce Rafting Checklists • Job 3-4: Generate Employee List and Directory • Job 3-5: Create Marketing Materials for WV Scouts • Job 3-6: Continue Work on Manual

  4. Job 3-1: Create List of Food Service Options Jobs List • Inserting date fields that update automatically • Creating custom forms using form controls • Protecting forms

  5. Insert Footer Jobs List Insert/Header & Footer/Footer 1. Insert tab 2. Header & Footer group 3. Footer button

  6. Insert Date & Time in Footer Jobs List Header & Footer Tools/Design/Insert/ Date & Time 1. Header & Footer Tools/Design tab 2. Insert group 3. Date & Time button

  7. Display Developer Tab Jobs List Word 2010 Click the File tab. Click Options. Select Customize Ribbon in the Word Options dialog box. In the Main Tabs box, click Developer. Click OK. Word 2007 Click the OfficeButton. Click Word Options. Select Popular in the Word Options dialog box. Select Show Developer tab in the Ribbon. Click OK.

  8. Add Controls to Form Jobs List Developer/Controls/Design Mode • Click the desired control and draw on the form. 1. Developer tab 2. Controls group 3. Design Mode button

  9. Modify Controls Jobs List Developer/Controls/Design Mode • Right-click the control and select Properties on the shortcut menu. 1. Developer tab 2. Controls group 3. Design Mode button

  10. Protect Document Jobs List Word 2010 Click the Developer tab. In the Protect group, click Restrict Editing. Under Editing restrictions, click Allow only this type of editing in the document. Click the list box arrow and select Filling in forms. Click Yes, Start Enforcing Protection. Enter the desired password. Word 2007 Click the Developer tab. In the Protect group, click Protect Document. Under Editing restrictions, click Allow only this type of editing in the document. Click the list box arrow and select Filling in forms. Click Yes, Start Enforcing Protection. Enter the desired password.

  11. Job 3-2: Prepare Agenda and Minutes Jobs List • Creating a document from a template • Preparing a meeting agenda • Preparing meeting minutes

  12. Use the Agenda Wizard Jobs List • Click the Office Button. • Click New. • In the New Document dialog box, click Agendas. • Select Agenda wizard.

  13. Use the Agenda Wizard (continued) Jobs List Templates option Agendas option Agenda wizard

  14. Job 3-3: Produce Rafting Checklists Jobs List • Saving Word documents as Web files • Opening Web pages in a browser

  15. Planning for a Web Page Jobs List Creating lists in table format will make it easier to control the text when it becomes a Web page.

  16. Save as Web Page Jobs List Word 2010 Click the File tab. Select Save As. From the Save as type list box, select Web Page. Word 2007 Click the OfficeButton. Select Save As. From the Save as type list box, select Web Page.

  17. Job 3-4: Generate Employee List and Directory Jobs List • Using Mail Merge to create a directory • Inserting dropped caps

  18. Create Mail Merge Directory Jobs List Mailings/Start Mail Merge/Start Mail Merge/ Directory 1. Mailings tab 2. Start Mail Merge group 3. Start Mail Merge button 4. Directory option

  19. Select Recipients Jobs List Mailings/Select Recipients/Use Existing List 1. Mailings tab 2. Start Mail Merge group 3. Select Recipients button 4. Use Existing List option

  20. Insert Merge Field Jobs List Mailings/Write & Insert Fields/Insert Merge Field 1. Mailings tab 2. Write & Insert Fields group 3. Insert Merge Field button

  21. Complete Merge Jobs List Mailings/Finish/Finish & Merge/Edit Individual Documents 1. Mailings tab 2. Finish group 3. Finish & Merge button 4. Edit Individual Documents option

  22. Apply Quick Styles Jobs List Home/Styles 1. Home tab 2. Styles group

  23. Insert Drop Cap Jobs List Insert/Text/Drop Cap 1. Insert tab 2. Text group 3. Drop Cap button

  24. Insert Cover Page Jobs List Insert/Pages/Cover Page 1. Insert tab 2. Pages group 3. Cover Page button

  25. Job 3-5: Create Marketing Materials for WV Scouts Jobs List • Completing a mail merge for form letters and mailing labels • Viewing and editing comments • Creating and modifying document headers

  26. Delete Comments Jobs List Review/Comments/Delete 1. Review tab 2. Comments group 3. Delete button

  27. Insert Date Jobs List Insert/Text/Date & Time 1. Insert tab 2. Text group 3. Date & Time button

  28. Insert Header Jobs List Insert/Header & Footer/Header 1. Insert tab 2. Header & Footer group 3. Header button

  29. Insert Page Number in Header Jobs List Header & Footer Tools/Design/Header & Footer/Page Number 1. Header & Footer Tools/Design tab 2. Header & Footer group 3. Page Number button

  30. Insert Date & Time in Header Jobs List Header & Footer Tools/Design/Insert/ Date & Time 1. Header & Footer Tools/Design tab 2. Insert group 3. Date & Time button

  31. Utilize Mail Merge Wizard Jobs List Mailings/Start Mail Merge/Start Mail Merge/Step by Step Mail Merge Wizard 1. Mailings tab 2. Start Mail Merge group 3. Start Mail Merge button 4. Step by Step Mail Merge Wizard option

  32. Job 3-6: Continue Work on Manual Jobs List • Using AutoCorrect to insert frequently used text • Setting and modifying tabs • Inserting, viewing, and editing comments • Tracking changes

  33. Create an AutoCorrect Entry Jobs List Word 2010 Click the File tab and click Options. In the Word Options dialog box, select Proofing. Click AutoCorrect Options. Word 2007 Click the OfficeButton and click Word Options. In the Word Options dialog box, select Proofing. Click AutoCorrect Options.

  34. Track Changes Jobs List Review/Tracking/Track Changes 1. Review tab 2. Tracking group 3. Track Changes button

  35. Review Changes Jobs List Review/Changes 1. Review tab 2. Changes group

  36. Add Comments Jobs List END SHOW Review/Comments/New Comment 1. Review tab 2. Comments group 3. New Comment button

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