Create an Online Bill Format in Word for Legal with Ease

Online bill format in word for Legal

welcome to word for law offices my name is rick kamara with learn it this training is interactive so each lesson i'm going to ask you to pause the video then you take a few minutes to practice what you've learned and come back join us for more learning in these upcoming lessons you're going to be learning many time saving features for formatting your pleadings agreements and other long documents then proofing documents and creating templates well let's begin with exploring the word interface to have a clear understanding of the common names and tools used in word if you're looking to earn certificates and watch videos without ads sign up for learn at any time our dedicated online training subscription service check the link in the description for more information let's begin lesson one overview the word interface the previous interface before the new ones that we have now from the newer versions was the menus and toolbars and now we have tabs and ribbons and the tabs and ribbons at one point were called results oriented interface so let's take a look at the ribbon the upper left corner of my screen i'll begin to draw an item so the ribbon is the rectangular bar across the top of the screen within the ribbon are tabs that you can use also at the top of the ribbon and those tabs are going to designate which category of commands you'll be in so as you look at the tabs you just click on the other tabs like insert or design or layout or references mailings and reviews lots of the different places you'll see that we'll be using in these trainings and so tabs and ribbons and on the ribbon and there you i'll go back to the home tab and just give you a sample there's groups like the clipboard group or the font group or the paragraph group and so those basic groups are here and not every group has what's known as a dialog box launcher you know the tiny little arrow that you're looking at on the right side of each of those groups i drew so those are dialog box launchers those are tiny little arrows and what that means is there's more information lurking behind so in the group i can click on the dialog box launcher and launch in this case the font dialog box and with the font dialog box you're going to see so much more because things like you don't see the things you see like subscript and superscript here but you don't see small caps all caps are hidden text or double strike through it just lots of different things that are not visible there so i'm going to go ahead and close this so there's more information lurking behind in the dialog box launchers the other thing about the ribbon is you also have expand and collapse tools often we do this by mistake so i'm going to double click on my home tab and collapse the ribbon so the commands are not visible but if i want to just single click on the home tab i can see my commands if i was choosing to use one or not then i can go back and click on it again or if i click down in the document it would hide the ribbon so the idea is to get yourself some more screen space like when you're on laptops and those types of things so i'll double click the home tab back and that collapses and i'm sorry that expands it and locks it into place now the formal place to expand and collapse the ribbon is in the upper right corner of my screen and you'll see that up there where a tiny little square with an arrow inside of it now that is the expanded collapse ribbon so display options and so we'll click on it and you'll see that right now i'm showing tabs and commands so a lot like when i double click you'll see just show tabs and that goes back to that view and if i want to collapse it even further i can auto hide the ribbon so there's no title bar no ribbon i got much more screen space and you still see that the arrow is up there i can click on the arrow again and go back to show tabs and commands and lock it all back in place now the one tab i hadn't talked about yet was the file tab now the file tab takes you what's known as backstage you can go to backstage from the file tab and that tab up here is right next to the home tab so when you click on the file tab it'll take you to the backstage view backstage at home shows recent documents or pinned documents that i might append that i need to get access to quicker i also have some templates that i've used above the top here if i went to the new command back there i would see a blank document some templates i've worked in and lots of other templates that are available to you and all the years microsoft had word you go to file and new to find all of your templates you'll see the open commands which you'll see recent documents and places where you want to open the files from like your one drives and your sharepoint sites you go to the info group there's a lot of stuff hidden back in here you see the comm you see the file properties if you wanted to display a little more about advanced properties in the file you'll see them there but you see the file properties and you also see what's known in things like protection like protected documents checking for issues is a great place when you wanna if you're doing reviewing documents you can go to inspect the document for hidden things and it's really a nice new option that allows you to clear everything that's hidden and get rid of all the stuff that might be in your properties or that might be hidden text or just all kinds of personal information that you do not want available in the document so it's a great place to learn about we will talk about that sometime in this lessons so you'll see you say how do you save a copy do you want to save specific there's different ways different types of files that you can save things as like macro enabled documents or the older versions of a document start save things as a template pdf files xps files all in here and you can print you notice that print preview and print are all together printer properties and page setup you can do all the page setup things in one level of screen and one type of a screen here to get it all done at once you want to share documents you can set up your sharing with your microsoft accounts and you can export to pdf or xps documents you can transform documents to say like webs and you can also just close from here but the big thing and there's also options at the very bottom if you go to the very bottom in options these are word options this is where you're going to be able to change how things are you have your username information mostly this is usually controlled by your organizations but you'll have displays and proofings you'll find your autocorrect options are in here let your custom dictionaries all inherent options when you how often you want things to save or how to set up your auto recover advanced options so maybe you like a little bit more options for how many recent documents can be displayed this is the limit at 50. i'm going to take mine back down to the default of 25 that's normally how it's set so word option under the file stage background the very bottom one of the best tools that comes in the microsoft interface is the quick access toolbar you'll see that at the upper left corner of my screen the quick access toolbar now right now it has very little on it so i'm going to go ahead and go through some of the processes to add commands to what's known as the quick access toolbar so i'll go ahead and click on that drop down arrow you'll see it says automatically save is turned on all these that have checks are already on the quick access toolbar so if i just want to use something from this list like make a brand new word document that's just a blank normal document you know use open an existing document so if i want to put some more commands like print preview and print so these are common things you would use and have them on your quick access toolbar another way to add commands to your quick access toolbar is just to right click away so an example of something you might use a lot for proofing is the show hide button so if i hover over the showed hide button i'm gonna right click on that command so when i right click on the show hide button it says add to the quick access toolbar that'd be a left click and then i add that command up there and so you can use the same thing you can go to any of the ribbons i can go to and say i insert a lot of pictures maybe i want to go to right click insert pictures add to quick access toolbar and there we go so i can do all kinds of things inserting pictures another way to add things to the quick access toolbar or to organize the quick access toolbar if you click the drop down arrow next to it an easy way to get to the formal place is all the way down to where it says more commands more commands and so down in there you're back in where we just visited word options for the quick access toolbar and if i want to move something in here i can say i want to move insert pictures before the show all so i can just use the arrows to move them up or down place them where you would like if i want to add something here from say like popular commands maybe something like commands not in the ribbon so you don't see all the commands that come with the program on the ribbon so this is an option to do something like maybe you want to do something like let's see not all the commands are necessarily on the ribbon so commands not in the ribbon i often go to this one called speak and i'll add that and click okay and we've added somewhere in there speak to the toolbar let me go back in there and just see where i went we added speak i should say okay it should be after insert pictures and there's nothing it's up there but there's nothing to speak in so when you have words or text somewhere in a document you can actually find it you can have it speak and if i wasn't plugged into a microphone you'd be hearing the words right now overview of word interface ribbon tabs etc so we've added three different ways to the quick access toolbar we element things from a list we want to right click on a command on a list if you wanted to add it to quick access toolbar and it was also we chose to go the formal way down to more commands allowing you to use word options in quick access toolbar this is where we can reorganize elements on there if you just click and use the up and down arrows and then you can also just add from any of these lists that you have over here anything that you want the thing about it is it's no longer quick access when you put too many things up there so keep it simple keep the common things you work in up there for the quick access toolbar so take some time pause the video practice what you've learned and then come back for more we'll see you in a little while welcome back let's get started with lesson two using styles to format long documents i'm gonna have us open up a couple of files and we're gonna be working with styles so let's go to file and open and i'm just going to my brows where my files are stored so find your class folders and when you go into the class folder i'm going to open up complaint for divorce complaint for divorce in the second file i'm going to go to file and open hildebrand draft another brand draft okay now you'll notice that the hildebrand draft document is totally unformatted if i navigate over to the complaint for divorce file that has formatting but it's manual formatting in other words you select the words you click on bolds enter a line and that's you know times new roman size 12. so everything's manual i would click on the next words and if i didn't use the format painter i'd have to click on it and just do the same thing bold that time so it's a lot of work to just manually format it styles are a big time saver because styles are a combination of formats like you see in say heading one style or a title style that the basically the selected text is a combination of formats which is bold center align times new roman size 12 but if you call it a name like a style name that you call it it uses all of those particular formatting options every time you use that style name so let's take a look at another document let's go back to hildebrand draft and in this not totally non-formatted file we're going to apply styles and show you how easy it is quick it is to format a document with a style now what i'm going to do first to show you the style group so the style group is up on the top of the middle portion of the top of my ribbon i'm going to go ahead and show you the style group up here in the red box so those are previously formatted styles you know so basically styles that are available to you already and you're just looking at one line so i'm going to go ahead and select what's called the more menu and the more menu will allow me to expand that so you can see all the titles starting the styles that are available in this particular document so down below that more menu is a tiny little arrow that's called the dialog box launcher so in the dialog box launcher over here it looks like they don't do anything but if you click on them with your mouse now we brought up what's called the styles box my styles box right now is docked i'm going to click the title bar of it with my mouse and drag it out and now it's a floating styles box where yours might look like if you click and drag it towards the right from the heading click on the heading and drag it with your left mouse drag it until it changes shape and it then it docks itself over to the right side of my screen so that's a nice box to have handy at the very bottom you'll see three icons down there and those three icons are most common places you're going to be down here those are the places you focus so there's a lot of space in here until we start seeing more styles but down on the bottom in that red box you'll see the third icon to the right the third icon to the right is called manage styles when i click on that i'm in the manage styles dialog box and so in here i'm gonna i have tabs at the top i want to make sure i'm looking at recommend tab and these are on alphanumeric order so if i scroll up on my list i'm going to go right into the headings and i'm going to find heading so heading 1 is available to me up in my styles group but the other headings aren't because they're they're hidden so i'm gonna select heading two and then show i'll click the show button so i'm gonna select heading three and i'm gonna click show so this is gonna make them visible for me to be able to use in this document heading 4 and i'll show that's enough headings for me for now so i'm going to go ahead and click ok so now you'll see headings more headings up in my styles group and also more headings over there in my styles box to the right so now i'm going to apply some of these styles i'm going to click in my draft hildebrand properties title and there's a title style that i'll use for my styles group so i'm gonna i hover over any of these and it shows you what it's going to look like give you a preview but i'm going to just click title and use that i'm going to click on the word overview you notice i'm not selecting it all i need to do is click in the words and apply the heading 1 style so the heading 1 style in this particular document it's bold left aligned calibri light size 16. so that was that's how this document was modified for heading one so the heading two style i'm gonna click in our description of our firm and apply the heading to style that particular style is it's blue it's left aligned bold italic calibri font size 14. so those are specific tiles in this particular document so a style sorry i'm going to go to our corporate philosophy i'll click in that heading and i'll change that to heading two so i know the other two headings down below on this page should be heading to as well so since i just made our corporate philosophy heading two i'm gonna show you a shortcut i'm gonna click in our goal and i'm going to use my f4 function key which repeats my last action i'm going to hit f4 and all of a sudden our goal is now heading 2. i'll click once again in our company affiliations hit my f4 function key and use heading 2 style so f4 repeats the last action so you're doing some styling you can use that f4 function key to speed things up a little bit now if i go to our services i'm going to go to heading 1 i'll select selling your home make it heading two so easy to apply these buying a home i'll hit f4 function key repeat my last action guarantee f4 repeats the last action locations i'm going to make that maybe heading 3. so control home will take me all the way back to the top and now i'm looking at what was not formatted to have a little basic formatting to it gives it a much pleasing a much more pleasing look so now that we've applied styles let's look at creating a style i'm going to go to the top of the document under the draft which is already a style i'm going to click in there and change that to normal back to what it was before and so i'm going to select the words and then i'm going to now i'm selecting everything because i want to format it so what i'm going to do is i'm going to format it to make it a red font i want to make it center aligned and i want to make it size 14 or size 16 same so that's a selected format if i click away i'm going to make sure i'm going to select it because i want that selected in order for it to be you know created so i'm selecting the words with a combination of formats it's red font times new roman size 16 center align so i'm going to go over to the more menu on the styles box and i'm going to choose create a style since i have everything selected with all the combination it picks it all up all i need to do is rename it so i'm going to call this the rick style and okay and so now in my styles group you're going to see the rick style up there also over in my styles box on the right side of my screen in the styles panel you'll see the rick style so this style called rick is only available in the hildebrand draft document it's only available in this document but i'm going to show you a little trick here how you can copy a style from one document to the next because all styles are uniquely used in those document even though the built-in styles that microsoft provides for using this styles group up here they can be the same names like heading one heading two heading three but they can actually have a different style to them and we'll learn more about that as we go so the idea is in this particular hildebrand draft file there is a new style called brick i want to copy that style to another file like the one we opened before so i'm going to go down to the third button at the lower portion of my screen the manage styles button the lower right corner on the bottom of the styles box i'm going to click that and bring up manage styles when i'm in here i'm also going to go down to import export the lower left corner of my screen it'll be import export and so this comes up it's called the organizer the organizer it has the hildebrand draft document i'm in and it always comes up the other document would be normal which is your normal template i don't like to change my normal template in word so i'm going to open up another file to copy the rick style too so i'm going to close the normal template open up a regular file and then that file i'm going to find the other one that we used earlier today i need to be able to see everything so i'm going to complain for divorce and so that's the file i want to copy the rick style to so you'll notice right now there's no rick style in there i'm going to go over to the rick style on the left side i'll click rick from hildebrand draft and copy it over to complaint for divorce and now if i scroll down you'll see that i've copied the rick style over there so i have it in hildebrand draft now and if i if i navigate over to the complaint for divorce you'll see that in that file also now as you're working in styles i'm going to navigate back to the hildebrand draft document in looking at the general formatting and styles used in any documents what we're trying to do is basically fix to either edit documents or create new documents and modify them quickly and one of the best tools for doing this is knowing what's already in the document sometimes it can be very confusing if someone hit the space bar the tab key and sometimes you can see that with just turning on reveal formats but you see very little there so the place to go is in the styles box to the lower right corner of my the lower right corner of my screen i want to go to the center icon called the style inspector i want to click the style inspector and when that's turned on i want you to see that if i expand the screen a little bit there's a little font with a magnifying glass called reveal formatting so i'm going to click reveal formatting so that puts a panel to the right called reveal formatting reveal formatting what it does is it allows you wherever you click on the document if i click and say the paragraph for overview if i click on the paragraph it's going to tell me the total paragraph it's going to tell me what font it's using the language the alignment and indentations if it's a part of any section if i click in a title of something say like a heading two it tells me what heading two is or if it's using heading two and you know a lot of cases you don't know how was the spacing done there's lots of different reasons to turn this on so when you're really having trouble making some changes and modifying this is the place to go reveal formatting i'm going to close this i'll close my style box so i'm going to close hildebrand draft and we're back at the complaint for divorce file so in this particular file everything it had some formats but none of them were using styles so if i was to select say district court you can see in my styles box that nothing was applied here so i'm looking at times new roman size 12 bold and center align combination so somebody went in here and they selected each element of those texts and made it bold center a line times new roman size 12. if you wanted to do this an easier way i would say do something like this so i'm going to i'm going to unformat back to normal i'm going to unformat say clark county nevada and i'm going to borrow this format using the format painter so this is kind of a trick if you select district court i'm looking so it's bold center aligned times new roman size 12. to the left of my bold sign in the upper left corner of my screen you'll see the format painter so when i have something selected and if i double click on the format painter i can come down here and i can format clark county nevada and it's going to copy that format it's going to copy that format so the idea here is the format if you double click the format painter you can keep using it if you single click it it only paints one time to turn it off you can hit your escape key or just click the format painter now that's a nice little tip but even if you're going if you're going through 20 or 30 pages 100 page policy and procedure files you know you may not want to have to go through that that's where styles is more beneficial because the styles that we created and let me go back to the other document what we actually worked in hildebrandt draft and just do a quick summary of the benefits so so we we applied these formats that i don't think i was really clear about the benefit of it so here we are so the description of our firm i'm in there for heading two so now i go over to heading two i'm gonna close the reveal formatting box here and i'm gonna use heading two in the dial box so when heading two comes up i can make a modification so my boss decided that i want to i need to i need they need me to modify heading two so it's still going to be called heading 2 but i'm going to make just a little modification so i'll go down to format and border and i'll make a bottom border and i'll make that bottom border maybe the same color as blue of some sort okay so when i click on the once i make the color blue i have to click on the line to make it blue so now i'll click ok and so all of my heading twos are going to take on the new style the new look once i click on it so i've modified heading two through this entire document wherever heading 2 was used and that's the major benefit of using styles a combination of formats i'm going to close this file and take us back to complain for divorce now in here you see regular formats and we use the format painter a little bit but what if i was to just select this already formatted element and i know i'm using it in here two or three times already so why not just select that and then i'm going to go ahead and create a new style so i'm going to click the more menu and choose create a style and i'm going to call this pleading header pleading header i'm going to click ok and it's going to be using all of those styles so if i was to take these and convert them back to say normal convert everything back to normal there we go and then i could just click on clark county nevada and choose my new pleating i can click in the middle of complaint for divorce and i can choose please so much easier than either the format painter or just manually doing them and so that's a simple little style creation in here for this document you can also create styles for double spacing see the double spacing you can see that this text down there is double spaced i got there from the paragraph dialog box launcher looking at that since i've clicked down in here i know that it's double spaced so i have clicked down where the plaintiff is everywhere to go so so we do a little formatting and uh pleating we learned styles we learned how to create styles we learned how to modify styles we learned how to add styles and we learned how to copy styles and put them in the documents so let's take a few moments pause your video practice what you've learned and come back and join us for some more learning welcome back let's begin lesson three using the navigation pane for efficient navigation now the the navigation pane is not visible right now so i'm going to go to my view tab and find under my show group the check box for navigation pane previously previous versions of word had something called the document map and that was replaced with the navigation pane they both tend to work the same way and really the lesson here is about headings you know using heading 1 heading 2 heading 3. so when we worked with heading styles before you can see different heading styles in the documents this particular document only has heading 1. now this document is not using any styles at this moment so when i look at the navigation pane i'm not seeing any headings to navigate with so i'm going to have us open another document so i'm going to go to file and open to find my basic storage of the class files and i'll do that desktop under learn it and here we go so i'm looking for the statement of work and opening up the statement of work file this file you notice the navigation pane is still open and the headings have different chapters in them basically so i i can click on each one of these you notice if i click on the period of performance right in my document and if i just click with my mouse on that heading style you can see that it's a heading style now and that it's highlighted period performance now i can use the navigation pane by going to scope of work or finding the client responsibilities we're going to completion criteria they do not all have to be called heading 1 as long as they're using a heading 1 heading 2 or heading 3 a number next to the heading it'll still work watch if i change the heading at the bottom of my list and i format i'll navigate to there project change and i'll click in the project change text and i'll just change that to heading two so if i change that to heading 2 and navigate back up to period performance i can go down to project change procedures so it's still heading once let me change that to heading 2. there we go i needed to move to make that happen so now it really is a true heading to i'll navigate back up to period of performance and back down to heading 2 project change and you can see that it'll navigate me to that new named heading so the navigation pane can be very useful in navigating through large documents like policy procedures it might be two or three hundred pages so i'm going to close the navigation pane and go back to the view tab and you'll see under the group under show i'm going to check the navigation pane to bring it back so take a few moments pause the video practice what you've learned and come back and join us for some new learning welcome back let's get started with lesson four format indented quotes with styles open the statement of work modified files so i'm going to do that and we'll open it together finding where our files are located and we're looking in the file called statement of work modified statement of work modified you notice that we looked at the statement of work earlier in the navigation and and there was a little bit of tables and stuff built in here so i modified this document to make it easier just to work with quotes so we don't have to undo a lot of things and i'm going to start so this selected area is where we're going to turn into a block quote and create styles for this and also use an existing style called quote so we're going to begin by selecting the entire well the first paragraph so we'll to select the paragraph we'll triple click one two three or just double click sorry so double click to select the paragraph and then we're gonna go to the ruler if you don't have your ruler visible just go to the view tab and make sure the ruler is checked back to the home tab for me and so we've selected the text and now i'm going to go to the ruler and the block on the left side the left indent that little square and none of the arrows but the little square will click and drag that in about half an inch so it's blocking on the left indent and we'll find the right indent right next to the number six on the ruler we'll click on that triangle and drag it in about a half an inch or maybe even further just to get a better look on your block see what looks good for you and now we're going to go up into the paragraph in the alignment and so we're going to go to use the justify alignment so everything is justified if it's left it looks a little different if we justify it it squares it off so now i'm going to open up the style box likely we used earlier and in there i've added a style called quote at least it doesn't look like maybe i'll have to add that there in this file so let's go get that i'm going to go to where we went before manage the styles under recommend and then i basically i'm going to scroll down a little bit until i see the cues for quote so i'll find a quote i'm going to unhide that or just show that so that'll become available in the style box and our style gallery so now you can see it over here in the style gallery so i'm going to click on it to use that so that's the style that's already developed now i've already done some work on here so i'm just going to easily go back into instead of center align this i'm using the quote style as a base now for adding my new style information so i'm going to block and justify the text i'm going to give it a little bit larger font because now it changes to garamond body so i'm going to make that a little bit larger maybe 12 maybe 11 i'll go to 11. and so i've blocked it on the ruler i've justified it and i made some modifications and it looks good we're ready to go so i might want to after not have to use all this work again so i'm going to go ahead and save the style i'm going to click the more menu and go to create a style the one that's already selected and i'm going to call this my quote my quote when i click ok there's another style in this gallery for this file called statement of work modified so we have the my quote and just to check it to make sure it's working i can select everything and change it all back to normal or i can go to my quote so pause the video take a few moments and practice what you've learned and come back and join us for some more learning welcome back let's move on to lesson five creating a pleading caption i'm going to have us open uh three files that'll give us some various examples of pleading captions so i'm going to have us open up the file called complaint for divorce and we're going to open up another file called mypleatings and the third file we're going to open up is called microsoft legal paper this was taken from one of the microsoft templates we'll see in later lessons so i'm going to navigate to the complaint for divorce to start there now the thing i want to do is turn the show hide menu on looks like the paragraph mark and the home tab of the paragraph group so you'll be able to see when the hard return was hit the paragraph mark or the arrows will show the tabs so these are non-printing characters so basically they're just showing you how things were formatted on the document lightly so let's take a a navigate through and make sure that this is turned on with all the documents so i'll take us to my pleadings and have us turn on the show hide menu there while we're in there we may want to scroll down or navigate to the second page because that's where we'll be working and let's get to the other document the microsoft legal paper and turn the show hide menu on there so we've got the show hide menu turned on in all three documents and let's navigate back to the complaint for divorce document this is the most basic now when this template was made you can actually see the arrows for the tabs and all this visually and it's going to be more arrows than the others in this case the tabs are set up in a normal template to just hit your tab key and it it moves along the ruler at each half inch mark so in each half inch increment up there this is up here you see a tab at every half inch mark and that's kind of where all those tabs are hitting a half inch at the inch an inch and a half and when you see that those each each one of these arrows basically is when you hit the tab it's going to go to the next half inch mark each place it goes to so you can set tabs to not have that many tab tab tabs in there so you can have it a little cleaner and then you can move things around with the set tab so they'll go through those areas we'll come back and recreate this this is where we're headed so now we're going to go to some others to see how some other formattings we're doing let's open up the my pleatings so in the my pleatings in this case you don't necessarily see it yet but there is these these two there's two table cells in there basically and that's where the guardianship and the case numbers are in tables so if i click in there with my mouse anywhere in there you can see on the tabs at the top you'll see contextual tabs up there like table design and table layout say table design and layout those are contextual tabs and you don't see them if you click away from the table so that's a table that's been created in the document so i'm going to hit escape to get out and so i'll just click back click away from it you'll see those contextual tabs have gone away if i click back in the table the contextual tabs come back and what what that means is that those tools are available for you as long as you're in the item that they're used for so i'm in table design i'll select that so you can see table tools layouts for tables if you want to make the heights or width different and all kinds of different things you can do in there insert more rows but in this case you generally just want to use two cells so it makes it easier so now when you're in here in this particular table if you click in it you can look at your ruler and see all the way up to a little bit past the third inch you'll see things are kind of centered around there a little bit towards the right so if you click in the other cell where case number is you can see basically what looks like a column but it's just the cell and so you can go and you'll see that there really are no tabs or anything used on this particular one if you if you click in the part where the line where the paragraph is it's just it's just where they stopped typing the line and that's when they hit the return so it's easier sometimes to work in tables and we'll do that and then we'll save the whole caption and everything together we're going to save it as one unit in auto text okay so make it easier once we do all the work you want to put it somewhere so let's take a look at the microsoft template that we put in here we'll see where to find those later but in this case you can see again this one's in a table also if i click in the plaintiff name cell you can see the divided tablet table from the ruler so that it's two cells and it has the table design contextual tabs and the layout tabs at the top if i was to click in the other cell you can actually see in this case you'll see some differences i'm going to click on the first cell in front of the plaintiff so if i click it in front of the plaintiff you could see on the ruler where the first line indent has been chosen and it's selecting so if you want to move this around you can use the first line indent to set it up to put them at the same place if i click in front of the defendant that's how they for that line they use the first line indent to move that to indent that to place it in the cell differently you could do the same thing where the pleading title is if i click there and get in front of the p and so if you needed to move those those could easily be moved you know also if you wanted to use the first line you could do that but so it's just ways to easily move things around in the caption so much more efficient than the other one that's just a lot of tabs and so we'll go ahead and get back to that complaint for divorce and we're going to fix that so i'm navigating back to the complaint for divorce document making sure we still have the show hide button on if you don't go ahead and click on it again to bring it back the idea is i have another file so i'm going to open that one also and i'm going to do a side by side here so basically i can see and you can see also while i'm doing it and we can delete and change and so this this file on my right was the original look and we're going to change that a little bit so let's just see how this was developed we're going to create it i'm going to i'm going to select in the complaint for divorce document the caption now i'm going to delete oh no where'd it go okay so here we are and i'm just going to go ahead and start typing so you can see but i'm going to what i want to do first is i want to get a table i want those two cells so i'm going to go to the insert tab and look for table and just grab two cells in here two by one table two columns one row select it and there we have it so now i looked a little bit before so i'm kind of cheating but i'm going to go ahead and resize this table so it's going to go down closer to about the line 15 somewhere around here so fairly close to that same size so we can adjust it all later so what i want to do is i want to go to the first cell or the name and so what you'll see on the sample to the right you'll see the tabs that go all the way to the end and then there's a paragraph mark so we're going to work with some keystrokes to to be able to make the tabs in the cells go to the end of the cell so the first thing i'm going to do is type in name and then a comma and so now what i want to do is talk about the tabs a little bit so in my half document word the upper left corner of my screen you're going to see what's called this is it's a little tab marker it looks like an l that means it's a left aligned tab it's a left align tab so a left align tab it means that however you it's the alignment tabs work in a way of alignment and position so it's a left align tab so if you use the left align tab it's gonna it's gonna type from the left and the right from its position if you change the tab stop to a center align tab when you start typing it's going to type from the center and flex out and then if you change it to a right align tab it's going to be right aligned so it types from the right to the left that's the text that's coming out so generally that's something to know about and commonly in this case we're probably going to be using mostly the left align tab so in here so what i want to do is in here i want to use the left align i'm in the first cell so i'm going to go up into the ruler just before the 3 and make my mouse pointer just a little bit by that the dot i'm going to click on that dot and now you see the left align tab appears so when that happens normally what happens when you're in a ruler of a brand new document there are no tab stops so that's why it stops at every half inch mark on the ruler like you tab to the half inch tab to the one inch tab to the one and a half tab to the two inch so what will happen is when you make a tab like this happens it it clears out all the other tabs before it so watch what happens now and here's the keyboard shortcut i'm going to tab all the way to that tab stop in the first cell but in order to make that happen i need to do it with a different keyboard shortcut usually i would tab if it was in a document it would just go to the next tab stop but when you're in a cell you need to use the keyboard shortcut control tab so i'm going to use control tab so now you can see that it stops at that tab stop that i set in the first cell now what's going to happen is i'm going to use shift and right parentheses and that gets the parentheses in there so i'll again hit enter control tab and write parentheses and now hit enter on the third one you notice on the sample to the right it shows plaintiff so what i'm going to do is i'm going to set up another tab stop at the basically say one and a half inch mark on the ruler so i'll set this one up left align tab then i'll control tab to stop at that place then i'll type in plaintiff and a comma and then i'll control tab again because you'll notice that tab stop is up in the ruler i'll ctrl tab and then parentheses so i need to go back up and put a parenthesis on my second line there we're going to look at the spacing on this too because it looks like the spacing has changed so after the plaintiff and i'll choose enter so i'll make some modifications on the spacing here so now we control tab this one is stopped because what happens when you set the tab stops this one stopped at the one and a half inch mark because we just did that so when i hit enter those two stab stops followed on to the next line so let me give you an example i'm going to click where we type name that row so you see one tab stop i'm going to click in the next row you're only going to see one tab stop to the right if i click in the third row you're going to see two tab stops on the ruler up here one there and the other one here and so as i click if i click on the bottom one i really don't want the one in this line underneath plaintiff so i'm going to come up to the ruler and i'm going to select the l left line tab and drag it down onto the paper and remove it so now i'm at the end of my document on my third line i'll make my parentheses and then i'll start begin back down so you can take tab stuff off by clicking and dragging them down to the page and replacing them if you need to and so there we go so the next thing i'm going to do here is called versus lowercase vs and one thing word does is automate a lot of things and so you notice that it capitalized my v before the s because it thought it was starting the sentence so i'm going to backspace over all that and type it again just to clear all that capitalization so i just the first time it uses the rule the second time it won't so i'm going to vs period and spacebar so you see it's no longer a capital so that's a great way to fix that problem so we've got a tab set already so i'll go ahead and choose i'll hit a tab or control tab sorry and then right parentheses enter so i'm really gonna i'm gonna make this table a little bigger for now while i'm working because in the process it's got bigger spacing than i want we'll work on changing that spacing so now i'm going to have control tab parentheses to get close to the look let me just go ahead and fix these so it's not a problem so i'll select all the way down to the spacing here and look under paragraph spacing and see what the issue is here so we have multiple line spacing if we set this back more towards single well i guess that's what they were doing before and attach that okay okay and there's a fix my patch all right so here we go so took care of the spacing problem so now if you sample now we're going to start there's a line underneath that and then there's the name so we'll put in the next name and at which time we do the same thing we did at the top so we ctrl tab right parentheses and there we're going now the spacing's no longer a problem whatever i did it was fixed and now we're moving on so the idea you can see the idea is to set your tabs in here and the tabs are working for every line so now control tab parentheses and then we have another like plaintiff independent type thing so let me look here where that was that was at the one and a half inch mark so we'll do the same thing on that line down here for the defendant so we'll put another tab at the one and a half inch mark [Music] control tab and we'll type defendant control tab parentheses there we go and the last one control tab we're going to remove the one and a half inch tab because we don't need it on that line and we're going to put the parentheses now and we're ready to go so now it looks similar to the uh similar to the sample on the right so now all we need to do is go into the next cell and set up our case numbers and so if i can go down and maybe say the third line somewhere down there and we'll work it straightening those out so now i want to set up i'm going to do a tab so that basically is going to put the tab it says should be around the three and a half inch mark so we'll set up a tab there and control tab case number and control tab because we already set it up okay and there we go and so i can just take the show hide button off and there we have it we've created our pleatings similar to theirs but not so many when you turn the show hide button on not so many tabs and the advantage here basically would be this that if i if i click where it say the plaintiff is and i want to move this a little bit maybe i want to move it over i can just move the tab i could do the same thing under the defendant and i can move this over kind of match you to match the line helps me match it up i could do that same thing so it looks like i i messed it up so i'll click back in here and add another one and i'll move this over to line it up and there we go there we have it creating a pleating so take some time stop the video practice what you've learned and come back and join us for some more learning welcome back let's move on with lesson six for bullets and numbering so we're going to open up a file and that file is going to be my annual hilda brand my annual hildebrand so we're going to navigate over to page two allowing us to select a bulleted list so when working in bullets you'll select the bulleted list in most cases something that's already if you have text already there or you can just choose bullets when you're creating it but so i'm selecting the bulleted list and you can change a bullet pretty easy in here like say dog boss or something like that so now we've changed the bullets if you just hover you get a little look at it before you change them and there's another place if you want to get more choices for bullet lists we'll go down to define a new bullet and in here we'll click on symbol which takes us to where we can find different symbols commonly it will go to wingdings and if you scroll around in wingdings you look enough i'm gonna find one in here the four point star so i'll use the four point star from here and then click okay so i've changed my bullets once i click okay you get a preview of them and now click okay and then you'll see them on the document so multiple ways to change bullets and lots of different bullets to choose from the thing about bullets is you want to be able to space the text in the bullets depending on which bullets you add sometimes they're larger bullets and you want a little bit more space between the text and the bullet so to do that i want to have you look at the ruler up on the upper left corner of my screen so we're looking at the ruler in here under the first line indent which is the upside down triangle and that one that looks like a house or upside down house and the other one that looks like a little bit of a house that's the uh first line in that and then that's all the rest of the lines of the paragraph normally in the paragraph but now with bullets this is where you move text away so the first line indent is the bullet and the hanging indent is basically the text okay so go ahead and work that so if i click on the hanging indent and drag it out to say one and a half inch or one three quarter inch mark on the ruler that moved the text away from the bullet if i click on the first line indent and move it towards the half inch mark that moves it closer to that so i can just use these two to work it out to where i want to place these things easy way to formally move your text and bullets from each other so i'll select them again and just move things back a little bit more practice and there we go it looks good so you also have indent levels with your bullets and so there's different list levels so when you select them actually just click in front i'm going to click in front of one and show you that if i hit my tab key it indents with a different style bullet each time i hit it there will be a different style bullet and i'm hitting tab to indent there's a keyboard shortcut called shift tab to out dent shift tab out dance so tab indents and the shift tab will out then and you notice when i bring this back out the bullets are not aligned and that generally is because of what's on the ruler so i'm going to go ahead and line these up again and you can see you can fix it fairly easy up in the ruler when that type of thing happens and there we go so let's do it this way now when i go back to bullets just to show you when we go to change the list level you see the styles in there that each level and we hit the tab key on to indent change to that symbol let's take a look at numbers go ahead and select the bulleted list and turn them into numbers they'll be consecutive numbers once i click on it so number one through six same thing if you want to move the text away from the numbers or whatever get them closer align things better now in numbers maybe i want to change the number to an abc instead of a one two three pretty easy whatever is predesignated for me here but you can also do a lot of modifications in this so we have you could change different list levels that we have in here like we did with bullets and you can also have this thing like set a numbering value so set of numbering values is important to come up and here's here's a reason why you would want to use that i'm going to go ahead and go down to after long term growth and i'll hit enter and i'm going to change that numbered list just to make it clearer makes it easier when you're dealing with numbers but uh back to numbers so for number seven maybe i don't want to continue the number seven right there so i'm going to backspace and take the numbering away on this particular line so what i'm going to do is just say something down there that because these are achievements for our stakeholders what i want to do is you know tell them how great it was so they feel part of the team so i'll say well done and then i'm going to hit enter to move down so now i want to start the numbering again just to make sure everything's okay now i want to start the numbering again and i want it to start with a 7. so when i click on the numbers it starts off with a 7 because it's just following the numbering now there's a little tip down there that comes up autocorrect and it comes up but you could say restart the numbering so if i said restart the numbering it goes back to the number one and i can go back to the tip and continue numbering so i have choices just easily from the little tip to take care of it down there the formal place to do that is in the drop down next to the numbers up in the paragraph grouping and at the bottom of that list you can see where it says set numbering value so this is a place you can just start with whatever number value you choose right in there to set the number value or you can just continue from a previous list this would be the formal way if that little tip didn't come up okay so i'll back basically the numbers and so that's bullets and numbering now we're going to get to in the next lesson we'll be talking about multi-level numbered lists so pause the video take some time out to practice what you've learned and come back to join us for some more learning welcome back let's get going with lesson seven outline numbering with list styles you know we worked with simple outlines so simple bullets and lists now let's take a look at the outline numbering we're going to start in the document right where i am around page two so we're going to look at clicking in front of the t from to our stakeholders we're going to have a begin point and then we're going to select most of the rest of the document so we begin our begin point in front of the t and we're going to scroll down with our mouse not to click anywhere in the text scrolling down with the mouse at the to the very bottom at the bottom of the actual text and then hold down your shift key and click after opportunity and it'll select everything in between so now we're going back to the top with everything selected by the scroll bar and so since the selected area now is going to become our multi-level list so let's go to the paragraph group find the drop down menu and look for a sample multi-level let's take the first one next to the none choice we're going to go to the right of that select the multi-level list so now we have lots of numbers because everything was left aligned you don't really see the indentation so what's going to make the list look even nicer is when you start indenting because you get a little image of that when you're hovering over the list so but you notice that nothing is indented so i'm going to click in front of achievements hit my tab key then we can start seeing the breakdown i'm clicking in front of this fiscal year paragraph i hit my tab a couple of times so now we're breaking it down with the indents as necessary so that was a previously designed list and it makes it easier for us to go in here and set this up cool it's about the indents so i'm going to undo those choices and go back to the beginning so we'll select it again review this scroll towards the bottom and click on the last point i want and so now we're ready to go again so where we went was the multi-level list icon in the paragraph group and in here we chose one of the levels so you can also do it let's say you chose one by one by one 1.1.1 so each time you would use this as you can see it's all about the indents and you work your way down through the document so you notice that tab indents and shift tab out then so tab indents and shift tab will out then take it backwards so those are keyboard shortcuts to work in this as well so then it's just a matter of working your way down the document and complete it so this is a document that's already had the text in it so that makes it simple to work with you can also do this with a blank document so i'm going to control n for a new document or it's just not working in the video here i'll go to new blank document so now if i choose a multi-level list say i'm going to put something in like my annual report and now i have title now i'm going to go in here and i'm going to add the multi-level list and i just choose that so as i'm creating my paper now it's just a matter of typing in to our stakeholders like we saw before not quite the same format review of your results and i can tab review of your results and of course i might use all financial overview but what i didn't do was while i was typing the point here so i'm going back after results enter tab financial overview so it stays at the same level as you're typing if you shift tab it'll be at that level each time i hit enter it stays at the same level so here we go financial overview whatever stuff thumbs up shift tab go back stays at the same level days at enter level same type of thing so on a new document you can have it preconditioned and all you need to do is type and hit your tab key to create things you can also have them set up with styles it would make it much easier so i'll close this not need to save so this is all about the outline numbering with list styles and the interesting thing is you can also create your own custom style now these were built in styles that we looked at with the drop down menu there's a list library of stuff that's created in here and we'll create another group in here with this and it's going to be basically we're going to define a new list style so if you choose to find a new multi-level list you basically see the different levels and you can define it from here but if you want to make a style and have that all that hard work you just saw if you want to make a style you can do that in a style and it'll save it in here for you in this document just so you know that the style is saved in the document and we're going to talk about that how that differs from the styles we learned about early up here with heading 1 heading 2. so let's go back to the multi-level list and say we can it doesn't matter what what i'm looking at now in my list i can say define a new list style so here's the style we're looking at so the name of the style is going to be called the rick r m multi-level list rm list written list whatever you want to call it so we have the first level we're starting with and now i want to choose what i want in that first level so basically i'm going to scroll up or down in here to get things so i'm going to start with something different i'm going to start with just creating something custom i'm going to start with the a that's at my free that's starting at 1 and then that's the first level here okay so the formatting is that's the first level in this so now i'm going to go into choose the next level so i'm going to go to the second level keep it simple now the a is here so the second level what i want that to be is i want that to be a lowercase a so just kind of make it simple lowercase a and so because it was based on the 1.1.1 you're seeing the dots a point a dot capital a point 8.1 so we're changing and making this our own custom little list here kind of makes it kind of neat so now we got the third level coming up so we'll go to apply the next formatting to the third level on the third level basically we're going to go we had a in the lower case a so we got the one we'll add the lowercase ones let's change it to this the big one there we go the big one on the third level when we go to the fourth level change the fourth level two simple little line okay so i'm just kind of faking a level here and so now we've got a little bit of a custom list and then we can just say okay so it's called rick's m list we did about four levels in here so we'll go ahead and click okay and if we were to select the elements of our document that we want to be using that list with i'm just going to do a little test up here so it's not up here you're not going to see it up here you don't see rm list in here anywhere like even though it's called this style but it is in another place it's right here so when you go back down to the multi-level list and go down to see list styles which just created another group i was tal