How to Format a Word Document, Part 3: Creating a Numbered Paragraph Style

This is the third part in a series on formating a Microsoft Word document. In part 1 of this series, we tackled the problem of keeping Word from automatically formatting our numbered paragraphs. In part 2, we created a style that we can now build from to create numbered paragraphs. As I noted before, I am using Word 2003. These tips may or may not work with other versions.

To create a style using numbered paragraphs, we will build upon the style we created in part 2, our Normal Paragraph.

  1. Select Format > Styles and Formating.
  2. In the Styles and Formatting Pane, click on New Style.
  3. Give your style a name. I call my style Pleading Paragraph.
  4. Style type should be paragraph.
  5. Style based on. Here use the style we just created, Normal Paragraph. This means that you are starting with the formatting that is in Normal Paragraph.
  6. Style for following paragraph. Make sure this is set to Pleading Paragraph.
  7. Click the add to template box before you forget to do so.

These next set of instructions may seem like they are complicated. However, if you just follow along step by step, you will do fine.

  1. Just below the add to template box, click on Format. Select Paragraph.
  2. In the indentation section, select First Line.
  3. For By, choose 0.5″
  4. Click OK.
  5. Click Format again. This time select Tabs.
  6. Tab stop position. Add 1″. Click OK.
  7. Click Format again. This time select Numbering.
  8. Click the Numbered tab.
  9. Select one with numbers.
  10. Click customize in the bottom right.
  11. Your number style should be 1, 2, 3, …
  12. Start at: 1
  13. Number position: Left.
  14. Aligned at 0.5″
  15. Tab space after: 1″
  16. Indent at 0″
  17. Click OK
  18. Click OK

You now have a style that allows you to create numbered paragraphs. Just as with the style yesterday, you can apply the style simply by clicking within the paragraph and selecting Pleading Paragraph.

In part 4 of the series, we will use a combination of the styles we have created to draft part of a pleading.

How to Format a Word Document, Part 2: Creating a Style

In part 1 of this series, we tackled the problem of keeping Word from automatically formatting our numbered paragraphs. In this installment, we create a style that we can build from to create numbered paragraphs.

Step one of using styles is to have them accessible. If you know how to modify your toolbar, do so to include style on your active toolbar. If you are not sure how to modify your toolbar, just enable the Formating toolbar. It has the style selection on it.

You enable the Formatting toolbar by right clicking on your toolbar and choosing formatting. The style section is the drop down box that currently reads “Normal.”

By default, Word documents format paragraphs using the Normal style. This really does not work for most legal writing. Thus, I create a style I use for my documents that reflects the characteristics that I like. This includes formatting options such as full justification and double spacing.

You can modify the Normal style if you wish to do so. I do not recommend it however. Most of the other built-in styles are based upon it.

Before we create our numbered paragraph style, let’s first create our normal style.

  1. Select Format > Styles and Formating. The Styles and Formatting bar will appear to your right.
  2. Select New Style.
  3. Give your style a name. I call my normal style Normal Paragraph. You can call yours whatever you like.
  4. For style type. Leave it on paragraph.
  5. Style based on. Leave this on normal.
  6. Style for following paragraph. For this, select the name of the style that you are creating now. This means that when you hit enter, the new paragraph will be formatted just like the paragraph you just typed.
  7. In the next section you can change your font, its size, its color, etc. You can change this if you wish.
  8. Below the font name, are the choices for justification. Choose either left justification (first choice) or full justification (fourth choice) according to your preference.
  9. Next (below the font size) is your choice for single space, one and a half space, or double space. I choose double space here.
  10. The remaining choices deal with space between paragraphs and full paragraph indenting. Neither are something we want to deal with now.
  11. Near the bottom, select Add to Template. It is very important that you check this box. If you do not, this style appears only in the document you are working in. If you select this box, the style appears in the template of the document you are working it (usually Normal.dot). This means it will be available to you every time that you create a new document.
  12. Click OK.

You now have a style named Normal Paragraph. To apply this style, simply click anywhere within a paragraph and select the style name. That paragraph will automatically be formatted as you set forth.

Tomorrow in part 3 of this series, we will use the Normal Paragraph to create a numbered paragraph for our pleadings.

How to Format a Word Document, Part 1: Unchecking Default Settings

All too often I receive a pleading from someone that has numbered paragraphs that have all of the text indented. I am pretty sure that the person creating the document does not really want it this way. However, is the default manner in which Word formats numbered paragraphs.

Don’t let Microsoft hold your documents hostage. Seize control and format the documents the way that you want.

The first thing that you should do is Open Word then select Tools > AutoCorrect Options. Select the Tab labeled AutoFormat As You Type. That tab has three sections to it: Replace as you type, Apply as you type, and Automatically as you type. Select or deselect whatever features you want in the first section (Replace as you type) according to your personal preferences.

In the other two sections (Apply as you type and Automatically as you type) make sure that none of the boxes have check marks in them. Then select the tab titled AutoFormat. In the Apply section, make sure that there is no check mark beside Built-in Heading styles, List styles, or Automatic Bulleted Lists. After doing so, click OK.

Making sure that the above items are deselected, should keep Word from automatically formating your numbered paragraphs.

Now that we have dispensed with Word trying to screw things up, we now have to make it possible for you to create numbered paragraphs. We do that by using styles. Don’t panic. Styles are not difficult to master. We will do that in part 2 of this series.

Please note that for this series I am using Word 2003. Other versions may or may not work in the same manner.

CrossLoop

CrossLoopI recently stumbled across a program called CrossLoop. it is a secure screen sharing utility. Best of all, it is free.

The publisher claims that it works simply and does not require you to do any router or other configuration to get the program to work. Further, the transmission between the computers is encrypted (128 bit), and explicit permission from the host computer is required before the remote computer can connect.

This looks like a great program to use when you need to fix the computer of your family member who is somewhere else (whether across the town or the ocean).

It looks like a great idea that is easy to use. Has anyone here tried it?

Firefox: Great Even Without Extensions

FirefoxI am a big fan of Firefox and have been using it for quite a while. One of the things that I love about Firefox is the ability to customize it using extensions. A few months ago, I wrote a post where I discussed my favorite Firefox extensions.

Lifehacker has a post that talks about the great features of Firefox that are built into the program, the stuff you can do without adding any extensions.

My favorites from the list are Tweakable search engines and Undo closed tab.

Many times I have accidentally closed a tab before I intended to. The Undo closed tab feature is a real lifesaver in those situations.

Check out the entire list. To find out more about a particular feature, click on its name in the list.

Favorites: Adobe Acrobat 8 Professional

AdobeI often see people complaining about the costs of Adobe Acrobat and, as a result, seeking a lower cost alternative to creating PDFs. I am not here to justify the costs of Acrobat ($449 retail for a full version of Acrobat 8 Professional). However, I would note that, if you already own a copy of Acrobat, the upgrade is rather reasonably priced ($159).

There is no doubt that you can find less expensive solutions to create PDFs. For example, Word Perfect will natively create a PDF. However, creating a PDF is only the first step in a paperless filing system. In addition to creating PDFs, you also need to be able to manage, annotate, or otherwise handle those PDFs. I have yet to find a less expensive solution that gives me the power that I find in Acrobat Professional, version 8.

Last week I talked about how I do all of my commenting or highlighting on cases in Acrobat. This way I always have my annotated copies of the cases with me. This practice saves me If you have ever unsuccessfully tried to find the copy of a case that you made your notes on, you know how much a timesaver this can be.

In addition to the annotation and commenting features, there are also several other features about Acrobat that I really like and use on a regular basis.

  1. The Typewriter Tool. This tool, which Adobe added in an update to version 7, allows you to type on PDFs just as if you were using a typewriter. This tool is invaluable when it comes to filling out forms from organizations that refuse to provide the forms electronically. I also use this tool to complete forms that people fax to me. My fax arrives via email. I open the PDF. Complete the form. And then fax or email the form back to the sender, all without having ever printed anything.
  2. Combining PDFs. Version 8 contains new wizards to assist you in combining PDFs to create one PDF or a PDF package. I typically find wizards annoying. In this case, however, I think Adobe has done an excellant job of creating wizards that help, rather than hinder, someone combining PDFs.
  3. Speaking of wizards, when creating a PDF from an Excel file, Acrobat asks you which sheets you want to include in the PDF. This is a great feature. I don’t know how many times I had to create the same PDF multiple times because I had forgotten to tell Excel to print all all of the sheets to PDF.
  4. Redaction. Version 8 Professional includes a great redaction tool to allow you to remove sensitive data from your PDF. This is invaluable in making sure that you do not disclose privileged or confidential information. The tool is easy to use and I am glad to see that Adobe added it to the program, thus saving you the additional time and cost of finding and using a plug-in.
  5. Bates Stamping. Another way in which Adobe has eliminated the need for the use of a plug-in is in Bates Stamping. The Professional version now allows you to easily stamp (or remove your Acrobat applied stamps) from a PDF. This a great feature that I use regularly in discovery.

The program has several more features that I love and use regularly. However, I think I will pause my list at this point.

If you haven’t tried to leverage the full power of Acrobat, download a 30 day free trial and see what Acrobat can do for you.

20 Fantastic & Free Programs

PC World has an article on 20 fantastic and free open source programs. PC World groups the offerings in Graphics, Multimedia, Utilities, and Miscellaneous.

The article talks about several great programs, including Filezilla, which is one of my favorites. Filezilla is the easiest, yet full featured, FTP program that I have ever used. I highly recommend it.

The article also makes some good recommendations such as MediaCoder, which convert the format on just about any media file there is; Audacity, which is the most sophisticated, yet free, audio recording program you will find; and 7-Zip, which gives you many more “zipping” options than does the utility built into Windows.

I encourage you to check out the article. I bet you will find a powerful yet free program that suits your needs.

Great Tips from Adobe

Last week I wrote about an eseminar that Rick Borstein and Tim Huff from Adobe weAdobere presenting about 30 tricks for using Adobe Acrobat. I attended the seminar and thought that it was excellent.

If you did not attend the webinar, I recommend that you download the written materials. The materials contain lots of screen shots and are easy to follow. Based upon comments during the session, the eseminar should be uploaded to Adobe’s website in a day or so.

In addition to the tricks that I learned (which were several) I was also impressed with how Adobe Connect worked. I had never before experienced Adobe Connect. The interface was very nice. Also, it appeared to allow the presenter to take polls very easily to gauge the user experience level and software version of the attendees.

Acrobat is a program that I use every day in my work. Yet, I am constantly amazed at the many things that the program can do. Without a doubt, it is one of the most powerful programs in your arsenal. I have found, however, that most people use it for nothing more than creating or reading PDFs. Acrobat does so much more, however.

Just recently, I have integrated Acrobat into my research. When I find relevant cases on Westlaw, I email the case to myself in Word format. I then print the case to PDF and then do all of my commenting or highlighting on the electronic version. This means I have all of my thoughts with me all of the time without having to carry around stacks of cases with my illegible notes.

If you are using Acrobat only to create and read PDFs, check out the eseminar and see some of the many things that you can be doing with Acrobat.

Google Translate

Google TranslateAs another addition to their continuing attempt to take over the world, Google has added Google Translate to their stable of applications.

Just as with everything else that Google does, the interface is simple and it works as intended. If only all software companies designed their products in this manner.

As a bonus, Google also offers Translation Browser Buttons that allow you to translate a particular piece of text or an entire webpage with just one click.

Great Acrobat Info

Rick Borsetein of Acrobat for Legal Professionals is hosting a free e-seminar called “Thirty Dirty Tricks for Acrobat 8.” TheAdobe seminar is on Thursday July 26 at 10 PST.

Rick is a great presenter and will undoubtedly provide us with some useful tips we did not know before. It’s a one hour seminar, its sure to provide you with some great information, and its free. What’s not to like?

If you want to get an idea of what Rick’s and Adobe’s e-seminars are like, you can check out Rick’s presentation on Securing Legal Documents. Rick provides a link to the presentation here.