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On Demand

Tips & Tricks for Outlook & Word


Total Credits: 1 CLE

Average Rating:
   8
Categories:
Solo & Small Firm |  Law Practice Management & Technology
Faculty:
Kerri Bourland
Course Levels:
Beginner
Format:
Audio and Video
Original Program Date:
Dec 13, 2024


Description

The 1-hour training seminar titled CLE: Tips & Tricks for Outlook & Word will provide attorneys with practical tips and techniques to enhance their productivity and efficiency in using Microsoft Office tools. Here are the key takeaways from the seminar:

  • Microsoft Word Tips:
    • Automate Repetitive Tasks: Learn how to use Quick Parts and Auto Text to automate common text entries and save time.
    • Demystifying Outline Numbering: Understand how to effectively modify an outline list number and indents (the right way) to create well-structured documents.
    • Document Formatting: Master the use of Format Painter, Find and Replace, and other tools to clean up and format documents efficiently.
    • Zoom and Navigation: Quickly zoom in and out of documents with ease.
    • Keyboard Shortcuts: Utilize various keyboard shortcuts to streamline your workflow and improve document formatting.
       
  • Microsoft Outlook Tips:
    • Email and Calendar Management: Discover effective strategies for managing emails and calendars in Outlook, including turning emails into appointments and using rules to automate email forwarding.
    • Quick Steps: Create Quick Steps to perform multiple actions with a single click, such as forwarding emails to your legal assistant.
    • Email Calendar Availability: Manage and share your calendar availability efficiently.
    • Conditional Formatting: Apply conditional formatting to make important emails and appointments stand out.
    • Go to Date: Use the Go to Date function to calculate 20 days out from a specific date for docketing reminders on the calendar.

By the end of the seminar, attorneys will be equipped with actionable strategies to improve their document formatting, manage their time more effectively, and enhance their overall productivity in their legal practice.

SPEAKER: Kerri Bourland, Training at Your FingerTIPS®

Handouts

Reviews

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Overall:      5

Total Reviews: 8

Comments

Heidi T

"Easy explanations; relevant tips; outstanding handouts"

Mark R

"Excellent and practical training. I wish I had taken it 20 years ago!"

Charles V

"I think I am pretty good good at Word and Outlook but learned things I did not know before."

John C

"Very well presented, with good examples and helpful tips."

Deanna R

"Not enough time to really explain and it went too quickly"

Pooja K

"Learned lots that I did not know and was very helpful"

Stephen B

"She's fabulous and told me, to my surprise, things I did not know."