DOCSLIB.ORG

CORPORATE TEMPLATES USER GUIDE in Microsoft Word

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
CORPORATE TEMPLATES USER GUIDE in Microsoft Word CORPORATE TEMPLATES USER GUIDE In Microsoft Word May 2017 This version of the guide Brand 2017 Edition will be revised soon. This guide provides an overview of the Word templates that have been installed on your computers to produce documents compliant with our Brand Guidelines. It also gives instructions on how to best use the template system features, assuming that it has been rolled out in your region. Please contact your local marketing team for more details on this matter. Illustrations used in this guide were captured using international paper size standard (ISO 216) co-branded templates but the information also applies to templates made for North American paper sizes. Also note that template layouts presented here may be slightly different from region-specific templates that were adapted to accommodate regional requirements and best practices. This guide will be updated on a regular basis to stay in sync with new features that will progressively appear in your corporate templates. Useful tip: For easy browsing, the Table of Contents can be clicked to jump to a featured subject. Page footer arrows will take you back to the Table of Contents. Underlined words will also take you to specific places in the document. Likewise, you can click on buttons in the illustrated ribbon tabs to navigate to their full definition and usage. For any questions regarding the use of these templates, or to report any problem, please contact your local super user. 2 – TEMPLATE USER GUIDE Custom Features Summary 4 Project Sheet Templates 28 TABLE OF Home Custom Buttons 4 Page Layout 28 Template Custom Tab 4 Report Templates 32 CONTENTS User Profile 5 Documents 32 Creating a New Document 7 Main Report Template 33 Example of Combinations 8 Pre-Printed Windowed Covers 39 Using Styles 9 Report Cover Template 40 Style Settings 9 Reports 11" x 17" or A3 Format 41 Stylesheet 10 Service Proposal / Bid Templates 42 Picture Insertion 13 Documents 42 Project Datasheets 13 Main Proposal Template 43 Other Images 13 Proposal Cover Template 50 Image Size 13 Divider Template 51 Appendix Divider Template 52 Stationery Templates 14 Envelope Template 14 Description of Common Tools 53 Letter Template 15 Memo Template 17 Agenda and Meeting Notes Templates 18 Blank Document Template 19 Transmittal Form 20 Fax Transmittal Form 21 Curriculum Vitae Templates 23 Documents 23 Page Layout 23 3 – TEMPLATE USER GUIDE CUSTOM FEATURES Summary This addition offers several ways to improve usage efficiency and uniformity in our corporate templates. Customized ribbons will feature several tools depending on document type. Figure 1 - Home custom buttons HOME CUSTOM BUTTONS The Home tab of the ribbon now features two new buttons: New and User Profile. See Figure 1. Both buttons features are detailed in next chapters. TEMPLATE CUSTOM TAB When creating a new document using corporate templates, a new ribbon tab will be available. See Figure 2. Documents created with templates prior to New Brand may also offer the same features, if the program establishes that the previous version of the template is compatible with this new system. This User Guide will detail each template tab. Please refer to the Table of Contents to navigate to a specific Figure 2 - Template custom tab template. Reminder: We have integrated hyperlinks on the illustrations of the custom buttons so clicking on a button will take you directly to its definition and usage. 4 – TEMPLATE USER GUIDE USER Profile This feature stores user information as default settings and you can update your profile anytime by clicking on the new User Profile button on the Home tab. However, corporate templates will feature a template- specific dialog box to confirm or edit document information. Edited data will temporarily override your default profile, e.g., if you have to prepare a letter for someone else in a different office location. FIRST PAGE First page (tab) of this window is used for general information about you/ your work: First and Last Name: These fields must be populated to avoid getting this dialog box each time you open Word. Middle names and/or initials are placed in the First Name field. Designation: Used in regions where professional designations are required, such as professional title, degrees, etc. (ex.: P.Eng, MBA, PhD). Office Phone: Employee direct line or full number with extension. Mobile Phone: Employee business mobile phone. Position. Email Address: Employee business email address. Sector: (e.g. Transportation, Environment - optional). Business Unit: (e.g. Human Resources, Marketing - optional). 5 – TEMPLATE USER GUIDE SECOND PAGE Second page allows selection of default office address. Office Selection: They are sorted by regions, country, administrative divisions (state, province, etc.), and by office. Once selected, standardized address will be displayed. Legal Entity: Allows selection of any legal entities used in countries where local legislation requires details about official registration, often placed in letter footers or in service proposals. An office must be selected first to get a list of country legal entities. If no entity is listed, this information may not be required in your region. Address: Standard address, phone and fax numbers for the selected office. Email and web addresses are mainly used if they are different from our corporate generic addresses. Edit Button: Allows the user to enter information manually in case the office is not listed. Also enables edition of current information if there is an error or an omission. Project offices are not listed because of their temporary status. Users will have to enter information using the Edit Button. Dropdown lists can no longer be used after going in manual edit mode. Dialog must be closed and reopened to reactivate dropdown lists. If an error appears in default office information, please contact your local super-user to report the issue so it can be corrected. 6 – TEMPLATE USER GUIDE CREATING A New Document There are several ways to create new documents from templates. Office 2013 / 2016 — Click dropdown button New located on ribbon Home tab (recommended method). — Use Windows Explorer to navigate and locate template in C:/Corporate Templates/Workgroup Templates sub-folder and double-click it. — Under Office 2010, use New button on ribbon File tab, then select My templates. Depending on your configuration, you may have several tabs available in that window. Corporate templates are located under Personal Templates tab. See illustrations on the left – May very depending on your set of personal templates. — Under Office 2013/2016, use New button on ribbon File tab. Select Shared on the right pane, then optionally Workgroup Templates. See illustrations on the left. Note: Any template (.dot, .dotx, .dotm) placed in that folder will appear in the New dropdown list and in the New/Personal Templates or New/Workgroup Templates dialog box. 7 – TEMPLATE USER GUIDE Front cover Inside cover Table of contents EXAMPLE OF COMBINATIONS The new templates are designed so that different combined documents can be harmonized not only in their colors, but also compatible in styles for easy copy/paste operations. Dividers Main document Table Appendix dividers Curriculum vitae Back cover 8 – TEMPLATE USER GUIDE Template Tab USING Styles STYLE SETTINGS Styles are saved sets of formatting options that are used to keep documents consistent. Each heading and Home tab – Quick Style Gallery paragraph has a specific style. These styles should not be altered and new ones should not be added. RIBBON TEMPLATE TAB On the Template tab, all corporate templates feature buttons to apply most styles used for the specific type of document. Styles pane Dropdown arrow QUICK STYLE GALLERY The Quick Style Gallery on the Home tab has been Styles Pane button edited so only Styles used in the template are shown. On some monitors, you may need to click on the dropdown arrow to view them all. Since Office 2010, the Quick Style Gallery shows a real-time preview directly in the document when placing your cursor over a given style. STYLES PANE Click on the small Styles pane button below the toolbar. Note: This is not the same arrow as mentioned for the Quick Styles Gallery. This displays a window listing all styles available in the document. You can dock this pane to the left or right side of the Word window by dragging it to the edge of the window. Ticking Show Preview checkbox enables preview of all styles proposed for the template (recommended for quick use) as shown opposite. 9 – TEMPLATE USER GUIDE Keyboard shortcuts CTRL-SHIFT-N Normal STYLESHEET CTRL-ALT-T Body Text For quick formatting, use keyboard shortcuts to CTRL-ALT-1 to 6 Heading 1 to 6 apply most common styles (See list on the left). CTRL-ALT-L List Bullet CTRL-ALT-N List Number Pointing your mouse over the buttons on the Template tab also displays their respective keyboard shortcuts. CTRL-ALT-E Emphasis 2 Note: Formatting of the styles can be different from one template to another. 1 Normal (not shown), in most templates, it is used only as base style for all headings that appear in Montserrat font. 2 Body text is the style in use everywhere for narrative text and is the base style for list styles that appear in Gentium font. It has 6 pt or 12 pt spacing before and after each paragraph. It is always left aligned. Left alignment is part of corporate branding so free text should never be 3 justified. 4 3 Headings 1 to 6. Most templates use headings 1 to 6 for hierarchical organization of sections or chapters. Heading 1 may or may not start on a separate page. If you prefer to start each chapter on a new page, modify the style Heading 1 by ticking Page Break Before checkbox in the Paragraph window.
Load more

Recommended publications
  • The EMA Guide to Envelopes and Mailing
    The EMA Guide to Envelopes & Mailing 1 Table of Contents I. History of the Envelope An Overview of Envelope Beginnings II. Introduction to the Envelope Envelope Construction and Types III. Standard Sizes and How They Originated The Beginning of Size Standardization IV. Envelope Construction, Seams and Flaps 1. Seam Construction 2. Glues and Flaps V. Selecting the Right Materials 1. Paper & Other Substrates 2. Window Film 3. Gums/Adhesives 4. Inks 5. Envelope Storage 6. Envelope Materials and the Environment 7. The Paper Industry and the Environment VI. Talking with an Envelope Manufacturer How to Get the Best Finished Product VII. Working with the Postal Service Finding the Information You Need VIII. Final Thoughts IX. Glossary of Terms 2 Forward – The EMA Guide to Envelopes & Mailing The envelope is only a folded piece of paper yet it is an important part of our national communications system. The power of the envelope is the power to touch someone else in a very personal way. The envelope has been used to convey important messages of national interest or just to say “hello.” It may contain a greeting card sent to a friend or relative, a bill or other important notice. The envelope never bothers you during the dinner hour nor does it shout at you in the middle of a television program. The envelope is a silent messenger – a very personal way to tell someone you care or get them interested in your product or service. Many people purchase envelopes over the counter and have never stopped to think about everything that goes into the production of an envelope.
    [Show full text]
  • An Assessment of On-Line Package Customization for Sheet Size Products Packaged in Paperboard Envelopes
    Rochester Institute of Technology RIT Scholar Works Theses 2000 An Assessment of on-line package customization for sheet size products packaged in paperboard envelopes Kevin Kennedy Follow this and additional works at: https://scholarworks.rit.edu/theses Recommended Citation Kennedy, Kevin, "An Assessment of on-line package customization for sheet size products packaged in paperboard envelopes" (2000). Thesis. Rochester Institute of Technology. Accessed from This Thesis is brought to you for free and open access by RIT Scholar Works. It has been accepted for inclusion in Theses by an authorized administrator of RIT Scholar Works. For more information, please contact [email protected]. An Assessment of On-Line Package Customization for Sheet Size Products Packaged in Paperboard Envelopes By Kevin T. Kennedy A Thesis Submitted to the Department of Packaging Science, College ofApplied Science and Technology in partial fulfilJnient ofthe requirements for the degree of MASTER OF SCIENCE Rochester Institute of Technology 2000 Department ofPackaging Science College ofApplied Science and Technology Rochester Institute ofTechnology Rochester, New York Certificate ofApproval M.S. DEGREE THESIS The M.S. Degree Thesis ofKevin T. Kennedy has been examined and approved by the thesis committee as satisfactory for the thesis Requirements for the Master ofScience Degree. Gary Schum Thomas Kausch Dan Goodwin December 14, 1999 Page iii An Assessment ofOn-Line Package Customization for Sheet Size Products Packaged in Paperboard Envelopes I, Kevin T. Kennedy, prefer to be contacted each time a request for reproduction is made. Ifpermission is granted, any reproduction will not be for commercial use or profit. I can be reached at the following address Kevin T.
    [Show full text]
  • CEPI Sustainability Report, 2013
    CEPI SUSTAINABILITY REPORT 2 013 EUROPEAN PAPER INDUSTRY – ADVANCING THE BIOECONOMY ABOUT CEPI The Confederation of European Paper Industries (CEPI) regroups the European pulp and paper industry and champions its products and achievements. A Brussels-based non-profit making organisation, CEPI’s mission is to promote the members’ business performance through targeted strategies such as organising, monitoring and analysing activities in the areas of environment, energy, forestry, recycling, research and trade. CEPI also aims to boost the knowledge of its members in specific technical areas, and to facilitate the flow of information between companies and associations. Its 18 member countries 1 (17 European Union members plus Norway) regroup some 520 pulp, paper and board producing companies across Europe, ranging from small- and medium-sized companies to multinationals, operating some 959 pulp & paper mills between them. Together they represent nearly 23% of world production. ABOUT THIS REPORT This full sustainability report is guided by the GRI Sustainability Reporting Guidelines and maintains the B+ requirements with A+ being the highest possible ranking (page 98). The Global Reporting Initiative (GRI) provides standardised criteria which public and private bodies can use to benchmark, chart and report progress in their activities from economic, environmental and social perspectives. Plenum provided third party assurance to the report (page 90). CEPI assimilates information and aggregates data from 2011 and 2012 voluntarily provided by companies and member organisations, and it is complemented by CEPI research. CEPI is confident that the process is fully inclusive, transparent and stands up to scrutiny. The last of these biennial reports was published in 2011 and covered 2009 and 2010 data.
    [Show full text]
  • PAPER and ENVELOPE SPECIFICATIONS
    PAPER and ENVELOPE SPECIFICATIONS Min Max Min Max Model Notes Length Length Height Height EAGLE 6.00 9.50 3.50 4.40 Shorter envelopes preferred for speed System 150 6.00 9.50 3.50 4.40 Shorter envelopes preferred for speed MPE 7.5 6.00 9.50 3.50 6.40 1. Shorter envelopes preferred for speed 2. Variable Height requires operator adjustment. MPE 5.0 6.00 9.50 3.50 4.375 Shorter envelopes preferred for speed (standard) MPE 5.0 (tall 6.00 9.50 4.50 5.75 Shorter envelopes preferred for speed machine) MPS 40 5.00 11.50 3.50 6.40 MPS 30 5.00 11.50 3.50 6.12 Mail Matrix 5.00 15.00 2.75 12.00 weight: up to 32 oz. Model 60 5.50 9.50 3.50 5.50 Model 51 5.00 11.50 3.50 6.375 Model 50 5.00 10.50 3.50 5.00 Model 72 5.00 11.50 3.50 6.38 IQ Sort 6.00 9.00 2.75 4.25 DS 1225 3.50 25.00 2.00 12.25 DS 2200 3.50 18.25 2.00 12.25 AS 3600 3.50 14.00 2.00 8.50 AS 3690 3.50 14.00 2.00 8.50 AS 7200 3.50 18.25 2.00 12.00 Falcon 3.50 25.50 2.00 12.25 Series AS 180 6.00 9.50 2.75 4.25 Mini Mill 3.50 12.00 3.50 9.00 No cardboard flats 2100 3.50 12.00 3.50 9.00 2112 3.50 14.00 3.00 9.50 206 6.00 13.50 Variable Height Up to 0.500 length sorting.
    [Show full text]
  • Springspring Season 2018 2018 • Volume Volume 3 Issue 3, Issue 1 2
    Winter 2016 Dover Township • York County Page 1 OVER OWNSHIP D T Dover Dover Township, Township York County, York County Pennsylvania Pennsylvania SpringSpring Season 2018 2018 • Volume Volume 3 Issue 3, Issue 1 2 Coming to your mailbox….. NEW Water and Sewer Billing Statements Contents Beginning in April, May and June, Dover Township is changing the way residents receive their utility bills. Utility bills will no longer be mailed as a post-card style bill. The new utility bills will now be a tri-folded, letter Special Interest style bill mailed within a windowed envelope. Please be sure to return Articles the perforated bottom portion along with payment. New Water/Sewer Billing 1 Summer Playground Programs 2 On November 30, 2017 Dover Township Sewer Authority Township Meetings Schedule 3 Received bids for the replacement of 10” transite pipe with Spring Brush Collection 4 new 18” pvc pipe. The project extends from Thornton Automotive to Davidsburg Road. The bidder awarded the Stormwater Management Seminar 4 project is Anrich, Inc. The projects substantial completion date is early summer of 2019. Should you have any questions or concerns about this Individual Highlights project, please contact Dover Township’s Sewer Collection Crew Chief. Bus Trips 2 VOLUNTEER FIREMAN NEEDED Are you looking for a change in pace, or a way you can Upcoming Highway/Road Work 10 serve your community?! The Dover Township Fire Update on Emergency Services 12 Department is currently seeking highly motivated individuals wanting to advance their firefighting career Old Fashioned Carnival 15 or to start there's today! DOVER TOWNSHIP PENNSYLVANIA YARD SALE WHERE YOUR PROPERTY TAX DOLLARS GO SATURDAY, MAY 19TH AS OF JANUARY 2018 COUNTY - $0.21 ALL COUNTY SERVICES.
    [Show full text]
  • B841: Maine's Household Garbage George K
    The University of Maine DigitalCommons@UMaine Bulletins Maine Agricultural and Forest Experiment Station 2-1994 B841: Maine's Household Garbage George K. Criner Jonathan D. Kaplan Svjetlana Juric Nicholas R. Houtman Follow this and additional works at: https://digitalcommons.library.umaine.edu/aes_bulletin Part of the Agricultural and Resource Economics Commons Recommended Citation Criner, G.K., J.D. Kaplan, S. Juric, and N.R. Houtman. 1994. Maine's household garbage. Maine Agricultural and Forest Experiment Station Bulletin 841. This Article is brought to you for free and open access by DigitalCommons@UMaine. It has been accepted for inclusion in Bulletins by an authorized administrator of DigitalCommons@UMaine. For more information, please contact [email protected]. ISSN 1070-1494 Maine's Household Garbage George K. Criner Jonathan D. Kaplan Svjetlana Juric Nicholas R. Houtman Bulletin 841 February 1994 MAINE AGRICULTURAL AND FOREST EXPERIMENT STATION University of Maine Maine's Household Garbage George K. Criner Associate Professor Department ofResource Economics and Poli0' Jonathan D. Kaplan Graduate Research Assistant Department of Resource Economics and Polity Svjetlana Juric former Graduate Research Assistant Department ofResource Economics and Polity and Nicholas R. Houtman Natural Resources Communicator Water Resources Program University of Maine Orono, Maine 04469 ACKNOWLEDGMENTS The researchers wish to thank the following. 1. The participating communities of Otis, Verona, Indus­ try, Pownal, Tremont, Searsport, Boothbay, Norridgewock, Norway, Eliot, Winslow, Gorham, Waterville, and Bangor. 2. The waste-sorting crew who took on a very difficult job and worked with diligence and integrity throughout the study. 3. The Maine Waste Management Agency (MWMA) for providing the majority of the research funding and Hartley Palleschi, MWMA Senior Planner, for his prag­ matic leadership.
    [Show full text]
  • DI900, DI950 Fastpac Operator Guide
    DI900/DI950 FastPac™ Document Inserting System Operator Guide International English Version SV61481 Rev. C ©2006 Pitney Bowes Inc. All rights reserved. This book may not be reproduced in whole or in part in any fashion or stored in a retrieval system of any type or transmitted by any means, electronically or mechanically, without the express, written permission of Pitney Bowes. We have made every reasonable effort to ensure the accuracy and usefulness of this manual; however, we cannot assume responsibility for errors or omissions or liability for the misuse or misapplication of our products. Due to our continuing program of product improvement, equipment and material specifications as well as per- formance features are subject to change without notice. DM Series, DM800i, DM1000, SwiftStart, SureTrac, Optiflow, IntelliLink and E-Z Seal are trademarks or registered trademarks of Pitney Bowes. Tyvek is a regis- tered trademark of Dupont. Table of Contents Contact Information List USA Contacts .................................................................................v Canada Contacts ............................................................................v 1 • Introduction A Note to the Operator ................................................................ 1-2 About Your System ..................................................................... 1-2 Standard Systems ................................................................ 1-3 System Options* ................................................................... 1-4 Safety
    [Show full text]
  • Chapter 21 Substrates 383
    This sample chapter is for review purposes only. Copyright © The Goodheart-Willcox Co., Inc. All rights reserved. 382 Graphic Communications Chapter 21 Substrates 383 Important Terms Some historical highlights of papermaking are: • basic size postconsumer paper 105 A.D.—Ts’ai Lun, a Chinese offi cial, mixed bleaching waste the bark of the mulberry tree with linen and calendering preconsumer paper hemp to make a crude form of paper. cellulose waste • 500 A.D.—The Mayans produced paper using Chapter chain of custody print strength fi g tree bark. chipper printability • 751 A.D.—Papermaking spread to Europe coated paper pulpers as a result of the Crusades and the Moorish de-inking ream conquest of northern Africa and Spain. elemental chlorine recycled paper • 1400 A.D.—Papermaking by hand fl ourished. equivalent weight show-through • fi l l e r s sizing 1690 A.D.—The fi rst paper mill in America fourdrinier machine substance weight was established near Philadelphia by William furnish substrate Rittenhouse and William Bradford. grades supercalendering • 1798 A.D.—Nicholas Louis Robert of France 21 grain tensile strength invented a machine with an endless wire grain long thermoformed screen to produce paper in rolls. The machine grain short totally chlorine free was fi nanced by two English merchants, the lignin (TCF) Fourdrinier brothers, and was named the opacity trim American fourdrinier machine. paper fl atness uncoated paper Most of the paper manufactured in the United petrochemicals watermark States today is made on the fourdrinier machine. Substrates It can produce continuous sheets of paper up to 33′ (10 m) wide at speeds faster than 3000′ (900 m) per Substrates include any material with a surface minute.
    [Show full text]
  • The Development and Implementation of a Public School and Severely
    DOCUPENT RESUME ED 100 099 EC 070 876 AUTHOR Brown, Lou, Ed.; And Others TITLE' The Development and Implementation of a Public School Prevocational Training Program for Trainable Retarded and Severely Emotionally Disturbed Children. Progress Report. Part 1. INSTITUTION Madison Public Schools, Wis. Dept. of Specialized Educational Services. SPONS AGENCY Wisconsin Alumni Research Foundation, Madison Wisconsin State Dept. of Public Instruction, ion. Bnreau for Handicapped Children. POE DATE Aug 71 NOTE 354p.; For related yearly program reports see EC 070 877-879 EDRS PRICE MF-$0.75 HC-$17.40 PLUS POSTAGE DESCRIPTORS Acadeiic Ability; Behavioral Objectives; *Daily Living Skills; *Emotionally Disturbed; Exceptional Child Education; Language Instruction; Mathematics; Mentally Handicapped; *Prevocational Education; Reading; Task Analysis; *Teaching Guides; *Trainable Mentally Handicapped ABSTRACT Reported are instructional programs generated in the first year (1970-71) of a Madison, Wisconsin public schoolproject to develop a prevocational training program for trainable retardedand severely emotionally disturbed students. Programs are based on a behavioristic task analysis teaching model and are designed to teach functional vocational, home living, and academic skills.The section on vocational skillscontains guidelines (including behavioral objectives, instructions to use with students, andstudent evaluation fors.$) for teaching 10 work tasks (such as catalogcollating, labeling and addressing, and vire sorting). Five studies onthe development
    [Show full text]
  • 16-5190 Latent Print Processing
    Collaborative Testing Services, Inc FORENSIC TESTING PROGRAM Latent Print Processing Test No. 16-5190 Summary Report This test was sent to 331 participants. Each sample pack contained three pieces of simulated crime scene evidence. Participants were asked to process each piece for latent fingerprints and report their findings. Data were returned from 270 participants (82% response rate) and are compiled into the following tables: Page Manufacturer' s Information 2 Summary Comments 3 Table 1 : Print Location 5 Table 2 : Development Methods 20 Table 3 : Preservation Methods 165 Table 4 : First - Level Detail Findings 216 Table 5 : Additional Comments 246 Appendix : Data Sheet 254 This report contains the data received from the participants in this test. Since these participants are located in many countries around the world, and it is their option how the samples are to be used (e.g., training exercise, known or blind proficiency testing, research and development of new techniques, etc.), the results compiled in the Summary Report are not intended to be an overview of the quality of work performed in the profession and cannot be interpreted as such. The Summary Comments are included for the benefit of participants to assist with maintaining or enhancing the quality of their results. These comments are not intended to reflect the general state of the art within the profession. Participant results are reported using a randomly assigned "WebCode". This code maintains participant's anonymity, provides linking of the various report sections, and will change with every report. Latent Print Processing Test 16-5190 Manufacturer's Information Each sample pack consisted of three items of simulated crime scene evidence.
    [Show full text]