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  1. #1
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    Competencies in Word for Legal Secretaries (XP)

    I'm drawing up a list of competencies in Word for legal secretaries. Of course, I have my own ideas of what those could be. Just wondering if anyone here would like to chime in and pass your ideas along.

    TIA!

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    Re: Competencies in Word for Legal Secretaries (XP)

    AB,

    Hmmmm <img src=/S/hmmn.gif border=0 alt=hmmn width=15 height=15> - we could go all the way here! <img src=/S/thinks.gif border=0 alt=thinks width=15 height=15> <img src=/S/grin.gif border=0 alt=grin width=15 height=15>

    However, being practical, they would (in my humble opinion) need to know at least the following:-

    The usual basics (cut, paste, copy, etc)
    Styles
    Tables
    Borders
    Section Breaks
    Page Setup
    Format Painter
    Keyboard shortcuts
    Update fields

    I have probably forgotten heaps, but, that at least is a start.

    Things they probably wouldn't need to know
    Tables of Contents
    Index Lists
    Macros
    Templates
    Forms

    Hope this is of some help.

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    Re: Competencies in Word for Legal Secretaries (XP)

    I'd add mailmerge to Trish's list. This can be invaluable in sending out letters & even making internal documents like rosters & telephone lists. And autotext & autotextlist fields.

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    Re: Competencies in Word for Legal Secretaries (XP)

    And I would add the "track changes" features in Word - lawyers are always wanting to revise documents others have prepared.
    Wendell

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    Re: Competencies in Word for Legal Secretaries (XP)

    We just went through this process at our firm, and we started with the requirements for the MOUS tests and adapted. We moved some things around from core to expert and vice versa and tossed out some things and added a few others, but it was a pretty good starting point. You can find the MOUS test lists here: http://www.microsoft.com/traincert/m...quirements.asp

    Lee Morgan

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    Re: Competencies in Word for Legal Secretaries (XP)

    Our lawyers are forbidden from using Track Changes, wisely I think, since "inadvertent disclosure" is all too easy with Track Changes in use. Most law firms I am familiar with require static document comparisons and the only thing I want secretaries to know about Track Changes is how to turn it off!

    I'd put Paragraph Formatting at the top of the list of requirements -- since a solid understanding of the formatting building blocks are necessary for proper Style usage.

    Tables of Contents is a BIG important requirement for Corporate legal secretaries especially.

    Headers and Footers
    Footnotes (and the seven official workarounds)
    Cross Referencing
    Table of Authorities

    Also, make sure they know how to begin a Merge to Word from Outlook.

    Check out a book called "Word XP for Law Firms" by Payne Consulting. Secretaries should know everything in it.

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    Re: Competencies in Word for Legal Secretaries (XP)

    Thanks Trish!

    Your list pretty well complements mine - great minds think alike? <img src=/S/smile.gif border=0 alt=smile width=15 height=15> I'm including Table of Contents - they create those all the time. And once in awhile they'll create an Index.

    Anne <img src=/S/compute.gif border=0 alt=compute width=40 height=20>

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    Re: Competencies in Word for Legal Secretaries (XP)

    Catching up here ... it's been busy ... yes Mail Merge is important. Thanks for that reminder!

    Perhaps I call it by another name - but what are autotextlist fields? Does that term relate to paragraph numbering? We use WordTricks to generate a wide variety of numbering schemes - its all native Word but WordTricks addresses the "stuff" in Word that's broken.

    Anne

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    Re: Competencies in Word for Legal Secretaries (XP)

    Gracias, Wendell!

    Although we emphasize using DeltaView to do comparisons and would prefer that Track Changes not be used, we do receive documents from "outside" that contain (purposely) tracked changes. The senders of the documents want the documents returned using Track Changes, so we have to teach our attorneys about using it.

    We have a "publishing protocol" here where we require, if at all possible, that documents be sent outside the firm in PDF. If that's not possible then a copy of the document must be scrubbed using Payne Metadata Assistant.

    It's always an adventure!

    Anne

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    Re: Competencies in Word for Legal Secretaries (XP)

    Lee,

    So how is this working out for you at your firm?

    Our CIO likes the idea, and of course IT likes the idea (more competent = fewer really dumb help desk calls). HR hates it because it would actually require work, thus cutting into the coffee-cup-in-hand chitchatting component of the day. <img src=/S/notmyfault.gif border=0 alt=notmyfault width=15 height=15>

    Anne, ever hopeful!

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    Re: Competencies in Word for Legal Secretaries (XP)

    Van,

    So how do you actually forbid a lawyer anything? :-) Happily, the few here who insist on using it are quite competent & abide by our publishing rules (always use Payne Metadata Assistant on a copy to be sent out of the firm).

    I agree with the emphasis on an understanding of paragraph formatting - our users still don't grasp the fundamentals there - and we do want to move them into using styles.

    Yes yes yes to the 4 items on your list!

    We don't use Outlook. Currently we use GroupWise for e-mail and DMS, and we are dedicated to using InterAction for CRM. We use Wordtricks, which has a component named Contax, which "talks" to Interaction, and we can run "merges" from there.

    We bought (and distributed) Word 2002 for Law Firms. We used parts of it in our 4 day secretarial class, I use it in our refresher and new topics classes. It is OK - but I haven't found it useful for troubleshooting. It's not very depthy. I use lists like this, and my background (all Word all the time heh heh) to solve problems.

    Thanks for your input!

    Anne

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    Re: Competencies in Word for Legal Secretaries (XP)

    Hi Anne:
    No, autotextlists are not paragraph numbering. They are dropdown fields that contain a list of autotext entries. For example, place the cursor in a built-in style called "closing" & bring up the autotext toolbar. You will see the toolbar button say "closing" & pressing it gives a dropdown list of Best regards, etc. Well, an autotextlist field will give you the same type of dropdown list right in your document when you right click on a field.

    Depending on your needs, it allows you to insert multiple types of standard paragraphs (autotext).
    Cheers,

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    Re: Competencies in Word for Legal Secretaries (XP)

    We actually have HR on our side on this one, so we're feeling pretty hopeful that it will help. We developed this list at the beginning of a process to set up a tracked training program. We had to know what we were shooting for, so we came up with a list of competencies for each application commonly used in our firm. The lists were divided into core, intermediate and advanced levels. It was a great thinking process for the trainers and really helped us focus on what we wanted to do. We'll see how it all actually pans out.

    Lee Morgan

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