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Business Documents With Word

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Integrated
Computer
Applications
5e
Module 1
BUSINESS DOCUMENTS
WITH WORD
ESSENTIALS
BEYOND THE ESSENTIALS
1. Block Letters
7. Documents with
2. Memos
Graphics
8. Reports with Sections
9. Reports with Citations
10. Customize Document
Themes
11. Merge Documents
3. Multiple-Page
Documents
4. Tables
5. Unbound Reports with
Track Changes
6. Leftbound Reports
with Cover Pages
© 2009 South-Western / Cengage Learning
Module 1 Overview
 Businesses and organizations use Microsoft Word
to create and format a variety of business
documents
 You can create documents from scratch or by
using one of Word’s templates
 Word comes with many tools for formatting and
enhancing the appearance of documents
Module 1 Business Documents with Word
2
Lesson 1
BLOCK LETTERS
OBJECTIVES
 Create business letters using block format
 Review and apply Word commands
 Develop job knowledge and skills
Module 1 Business Documents with Word
3
Lesson 1
Block Letter Format
2″
Date
Letter address
Salutation
Use open punctuation
with block letters: no
colon after salutation
or comma after
complimentary close.
Complimentary
close
Writer’s name
and title
Reference
initials
Module 1 Business Documents with Word
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Lesson 2
MEMOS
OBJECTIVES




Create memos
Use a memo template
Save Quick Parts
Learn and apply Word commands
Module 1 Business Documents with Word
5
Lesson 2
Memo Format
For heading, tap ENTER
after each line
Body spacing is 1.15
lines by default
Reference initials
Distribution list
Module 1 Business Documents with Word
6
Lesson 2
Quick Parts
 Use Quick Parts to
insert content
quickly and easily
Save any selection to
Quick Part gallery
 Click Insert/Quick
Parts and select from
gallery

Use the Building Blocks Organizer
to delete or edit a Quick Part.
Module 1 Business Documents with Word
7
Lesson 3
MULTIPLE-PAGE
DOCUMENTS
OBJECTIVES




Create multiple-page letters
Create multiple-page memos
Create second-page headers
Learn and apply Word commands
Module 1 Business Documents with Word
8
Lesson 3
Second-Page Headings
 All pages after the
first should have a
second-page header
Header should contain
name of recipient,
page number, and date
 Header should be
presented on three
lines and positioned at
left margin

If the document’s letterhead is stored in
the header on the first page, you must
create different headers for the first and
second pages of the document.
Module 1 Business Documents with Word
9
Lesson 4
TABLES
OBJECTIVES
 Create and format tables
 Use table tools for design and layout
 Learn and apply Word commands
Module 1 Business Documents with Word
10
Lesson 4
Insert Tables
 Use Insert/Tables/Table and drag over the
desired columns and rows
 Tables consist of columns and rows; cells are
points where columns and rows intersect
Column
Row
A1
B1
C1
A2
B2
C2
A3
B3
C3
Module 1 Business Documents with Word
Cell
11
Lesson 4
Change Table Layout
 Use tools on the
Table Tools Layout
tab to:
Insert new rows and
columns
 Merge and split cells
 Adjust column widths
using AutoFit
 Adjust alignment or
row height

Module 1 Business Documents with Word
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Lesson 4
Change Table Design
 Apply a table style to
improve table
appearance
 Select different table
style options to
adjust table styles
Table Tools Design/Table Style
Options
Module 1 Business Documents with Word
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Lesson 5
UNBOUND REPORTS WITH
TRACK CHANGES
OBJECTIVES




Format unbound reports
Apply document themes and styles
Work with comments and tracked changes
Learn and apply Word commands
Module 1 Business Documents with Word
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Lesson 5
Unbound Report Format
Title style
Subtitle style
Heading 1 style
Heading 2 style
Module 1 Business Documents with Word
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Lesson 5
Document Themes and Styles
 Document themes consist of
coordinated colors, heading and
body fonts, and effects
 All
Office 2007 applications offer same themes
 Preformatted styles from Styles gallery make
formatting easy
Module 1 Business Documents with Word
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Lesson 5
Comments and Track Changes
 Use tools in the
Comments group to
insert, delete, and
navigate comments
 Select Track Changes
to turn on tracking
 Use tools in Changes
group to accept or
reject changes
Off
Module 1 Business Documents with Word
On
17
Lesson 6
LEFTBOUND REPORTS
WITH COVER PAGES
OBJECTIVES
 Format leftbound reports
 Create cover pages
 Learn and apply Word commands
Module 1 Business Documents with Word
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Lesson 6
Leftbound Report Format
 Bound at left edge
 Requires additional
spacing at the left
margin for binding
 Title is about 2″ from
top of page
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Lesson 6
Cover Pages
 Select a cover page
from Cover Page
gallery
 Customize with
company name, title,
subtitle, and date
 Use section breaks
to number parts of
report with different
styles
Module 1 Business Documents with Word
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Lesson 7
DOCUMENTS WITH
GRAPHICS
OBJECTIVES
 Format documents with pictures, shapes, SmartArt,
drop caps, clip art, and WordArt
 Format documents with equal-size columns
 Learn and apply Word commands
 Develop job knowledge and skills
Module 1 Business Documents with Word
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Lesson 7
SmartArt Graphics
 SmartArt is new in Office 2007
 Select a SmartArt graphic layout and key
text to create the graphic
Module 1 Business Documents with Word
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Lesson 7
Pictures
 Add pictures to a
document from clip
art or from a file

Use any content
placeholder or Insert
tab to insert clip art
or picture from file
 Use tools on Picture
Tools Format tab to
modify picture
Module 1 Business Documents with Word
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Lesson 7
Other Graphic Options
 Use WordArt to
emphasize a heading
 Add a drop cap to a
paragraph
 Set text in equalwidth columns
 Insert a text box to
display a pull quote
Module 1 Business Documents with Word
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Lesson 8
REPORTS WITH
SECTIONS
OBJECTIVES
 Format reports with sections and a table of
contents
 Update a table of contents
 Paste an Excel chart in a report
 Learn and apply Word commands
 Develop job knowledge and skill
Module 1 Business Documents with Word
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Lesson 8
Report Sections
 Reports may have
the following
sections:
Cover page
 Preliminary pages
(such as table of
contents)
 Body of the report

Module 1 Business Documents with Word
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Lesson 8
Table of Contents
 Generate a TOC
automatically by
using heading styles
 Select desired TOC
format from Table of
Contents gallery
Module 1 Business Documents with Word
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Lesson 8
Link an Excel Chart
 After pasting a copied chart, click Paste
Options button to verify the link option
Click Keep Source Formatting to
maintain original theme formats; click
Use Destination Theme to apply
formats of destination document.
Module 1 Business Documents with Word
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Lesson 9
REPORTS WITH
CITATIONS
OBJECTIVES




Format reports with citations
Format reports with bibliography
Learn and apply Word commands
Develop job knowledge and skills
Module 1 Business Documents with Word
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Lesson 9
Create and Insert a Citation
 Select citation style in
Citations & Bibliography group
 Click Insert Citation and choose
to add a new source
 Complete Create Source dialog box to
insert citation at insertion point
Click Show All Bibliography Fields
checkbox to see additional fields for
bibliography information.
Module 1 Business Documents with Word
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Lesson 9
Create Bibliography
 Position insertion
point where
bibliography will be
inserted
 Select Bibliography
style
 Apply Title style to
heading if desired
Use Add Text command to
add bibliography title to a
table of contents.
Module 1 Business Documents with Word
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Lesson 10
CUSTOMIZE DOCUMENT
THEMES
OBJECTIVES




Create custom themes
Apply customized document themes
Learn and apply Word commands
Develop job knowledge and skills
Module 1 Business Documents with Word
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Lesson 10
Create New Theme Colors
 Use Create New
Theme Colors to
change theme colors
 Save new color
scheme to use in any
Office 2007 program
Module 1 Business Documents with Word
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Lesson 10
Save a New Theme
 First customize
theme colors, create
new theme fonts, and
select effects
 Select Save Current
Theme to make
theme available in all
Office 2007 programs
Module 1 Business Documents with Word
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Lesson 11
MERGE DOCUMENTS
OBJECTIVES
 Merge form letters
 Learn and apply Word commands
Module 1 Business Documents with Word
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Lesson 11
Mail Merge Documents
 Use a data source and a main document to
create merged documents
Module 1 Business Documents with Word
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Lesson 11
Create Merged Letters
Step 1: Select document type
Step 2: Select starting document
Step 3: Select recipients
Module 1 Business Documents with Word
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Lesson 11
Create Merged Letters, cont.
Step 4: Write the letter
Select fields from Mailings tab or
Mail Merge Wizard task pane
Module 1 Business Documents with Word
38
Lesson 11
Create Merged Letters, cont.
Step 5: Preview the letters
Step 6: Complete the merge
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