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The Office Wiz

 COURSE DESCRIPTION FOR
CREATING LEGAL FORMS USING WORDPERFECT

 

This course is a must for any legal professional who wants to save time and money by creating custom automated forms. Using hands-on lab activities, you will:

  • Create a legal form template from scratch, add the template to a project and categorize the project in the PerfectExpert.
  • Automate a new template by using Prompt Builder to create a dialog box that lets them know what specific information they need to add to a new form.
  • Customize existing forms and templates using prompts that have already been created.
  • Track works in progress using the Work On tab in the New dialog box, combine several documents by inserting them into a master document, link documents from different applications and set up a project for printing and binding.

LENGTH

One four hour session.

PREREQUISITES

WordPerfect 8.0 Introduction or equivalent knowledge. You must also have a good understanding of basic Microsoft Windows, file management and personal computers.

SPECIFIC CLASS CONTENT

Lab Activity 1: Creating a template from scratch
Creating a category in the PerfectExpert
Creating a template from scratch and adding it to a category
Deleting categories you don't need

Lab Activity 2: Using Prompt Builder to automate your templates
Working a little more with categories
Using Prompt Builder to automate your templates
Using the new template to create a custom legal form

Lab Activity 3: Creating templates from forms you already have
Creating a template from a legal form you already have
Editing and deleting prompts in the Prompt Builder dialog box
Adding entire paragraphs

Lab Activity 4: Managing multiple documents and printing legal forms
Using the Work On tab
Inserting supporting documents into a main document
Linking a spreadsheet to your main document
Configuring your document for printing and binding

NECESSARY SOFTWARE AND HARDWARE

  • At least a Pentium 90 with 16 megabytes (MB) of RAM and 175 MB of hard disk space for a custom installation of WordPerfect Suite 8, including WordPerfect and Quattro Pro. You will need at least 200 MB on your hard disk and at least another 8 to 16 MB of RAM for the operating system.
  • Windows 98 or Windows NT 4.0 with Service Pack 3 (or higher) installed.
  • Microsoft mouse or compatible pointing device.
  • A printer (optional).
  • A CD-ROM drive on each machine.
  • A VGA monitor.

OTHER WORDPERFECT CLASSES

  • WordPerfect - Level 2. Valuable features for the busy professional including mail merge, macros, graphics and advanced formatting.
  • WordPerfect - Advanced. Become a WordPerfect pro. Produce web documents and organizational charts. You will also learn all you need to know about working with large documents.
  • WordPerfect in the Law Office. Customized training covering all the legal features of WordPerfect.
  • Mini Power Sessions:
    --Create Brochures, Flyers And More Using WordPerfect
    --Enhance Your Document Design And Layout Using WordPerfect
    --Streamline Your Legal Office Using WordPerfect Suite
    --WordPerfect Tips and Tricks


page updated January 2006