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Editing your business information

From: Publisher 2010 Essential Training

Video: Editing your business information

If you're going to be using Microsoft Publisher in a business environment, odds are pretty good you'll need to add some of your business information to the publications you create. Business information can be added by using text boxes and so on, but the last thing you want to do is have to re-enter that information on every publication you create. So Publisher allows you to store business information and then use it as necessary. We're going to work with this WhatSign3 publication. All we're going to do is set up our business information ahead of time, so we can pick and choose what we want to add to our publication.

Editing your business information

If you're going to be using Microsoft Publisher in a business environment, odds are pretty good you'll need to add some of your business information to the publications you create. Business information can be added by using text boxes and so on, but the last thing you want to do is have to re-enter that information on every publication you create. So Publisher allows you to store business information and then use it as necessary. We're going to work with this WhatSign3 publication. All we're going to do is set up our business information ahead of time, so we can pick and choose what we want to add to our publication.

There is a couple of different ways to do this. One option is to click the Insert tab. In the Text group, you're going to notice a dropdown for Business Information. When you click this, if you haven't set up your business information so far, you're going to see a number of fields to choose from Individual name, Job position, Organization name, Contact info, even a tagline. But if it hasn't been set up, you're going to see the default placeholder text that's in there. You might see your own individual name because it automatically takes your Windows login information. In this case, my name is just my first name. But we can edit this information by going down to the bottom of this menu and clicking Edit Information.

Another option, however, is to go to Backstage view by clicking the File tab. With info selected in the Navigation pane, you'll notice Edit Business Information. You're going to see your Business Information the way it's set up currently. We haven't actually set that up yet, so when we click Edit Business Information, we get this dialog box where we can start adding information. So, for example, if you want to add your own name, Individual name, you could do that, and give yourself a title. I'm going all the away to the top, to CEO. Your business name goes in here.

Now you can click and drag over that information to highlight it, so you don't have to delete it. Just type right over it. I'm going to go with the Two Trees Olive Oil Company, and then you'd add your address. Now another thing you can do is, as you move in just to the left of that text, you'll see your arrow, your mouse pointer change its direction. Now you can click and drag to highlight all of that information and simply type right over it. You can add your phone, fax and e-mail information as well. At the top, we've got our tagline.

Let's just click and drag over that and add some information for our tagline. You can even add a logo, so if we click the Add Logo button, all you have to do is navigate to the location. We're going to go to our exercise files. We do have one here, our TwoTreesLogo. It's a JPEG file. You can use TIFFs and different types of graphic images. When we click Insert, we're going to see preview of what that's going to look like. At anytime, you can change that or even remove it. Here's the nice thing as well.

Down below, you're saving this group of business information together into its own name here, which you can type. Custom 1 is the default, but we're just going to call this TwoTrees1. If you've got different people using Publisher, they can have their own set of business information using their own name and position and title, et cetera. When you click Save, it's now saved up. You're going to see the Business Information dialog box for the current publication. You can see TwoTrees1 is selected.

We can go back and edit this at anytime, even remove it using the Delete button, or create a new group of business information. We can even update our current publication. If the publication already uses some of the fields, they'll be updated automatically. Our particular publication doesn't use any of the fields yet so we can click Update Publication. Leave the Backstage view by clicking the File tab and then go in here to add business information. Let's say we want the name of our company to appear at the bottom of this sign. Well, in that case, we go back up to the Insert tab on the Ribbon, click Business Information in the Text group.

All we do is move down to Organization name, and click once, and it's added. You can see a text box is created here. It's placed right in the middle of the publication. When we move to the border, we see the four-sided arrow, so we can click and drag this to move it to the location where we want to put it, maybe in the bottom right-hand corner. It is a text box. The text is selected, so we have all of our formatting options available to us for text boxes, drawing tools. We can even go to the Home tab to make changes to our font, maybe bump that up a little bit in size.

When we're done, to really see what the finished product looks like, we can deselect this, just by clicking anywhere off the page. We've added business information without having to type it in. That's the beauty of storing business information here in Publisher. Once you've got it in there, all you have to do is select it to pop it in there at anytime without having to retype.

Show transcript

This video is part of

Image for Publisher 2010 Essential Training
Publisher 2010 Essential Training

60 video lessons · 13874 viewers

David Rivers
Author

 
Expand all | Collapse all
  1. 5m 35s
    1. Welcome
      1m 31s
    2. Exploring the possibilities with Publisher
      3m 14s
    3. Using the exercise files
      50s
  2. 41m 12s
    1. Understanding the interface
      6m 54s
    2. Creating a new publication
      3m 30s
    3. Editing your business information
      4m 40s
    4. Considerations when saving publications
      4m 0s
    5. Adjusting page and print setup options
      4m 48s
    6. Zooming and panning a publication
      4m 45s
    7. Inserting pages and navigating them
      8m 25s
    8. Using Undo and Redo
      4m 10s
  3. 41m 2s
    1. Adding and modifying text in a frame
      5m 30s
    2. Creating bulleted and numbered lists
      6m 57s
    3. Setting line spacing
      2m 29s
    4. Using AutoFit and linked text
      3m 46s
    5. Using fine typography options
      4m 40s
    6. Using Find and Replace
      4m 11s
    7. Using AutoCorrect
      4m 48s
    8. Using proofing tools
      6m 32s
    9. Translating text
      2m 9s
  4. 14m 17s
    1. Using the scratch area
      2m 53s
    2. Drawing and inserting shapes
      6m 2s
    3. Manipulating objects
      2m 49s
    4. Deleting objects and frames
      2m 33s
  5. 22m 4s
    1. Inserting pictures
      1m 52s
    2. Using picture frames
      2m 30s
    3. Adjusting picture appearance
      3m 29s
    4. Manipulating pictures
      4m 48s
    5. Adding captions to pictures
      2m 40s
    6. Inserting clip art
      3m 31s
    7. Using WordArt
      3m 14s
  6. 12m 45s
    1. Changing fill and line attributes
      4m 46s
    2. Layering objects
      2m 22s
    3. Selecting and grouping multiple objects
      2m 30s
    4. Aligning and distributing objects
      3m 7s
  7. 15m 34s
    1. Inserting tables and choosing preset formats
      4m 17s
    2. Changing cell formatting and layout
      3m 46s
    3. Adjusting rows and columns
      3m 18s
    4. Working with text in tables
      4m 13s
  8. 27m 41s
    1. Creating and applying master pages
      4m 49s
    2. Changing the page background
      3m 25s
    3. Using templates
      3m 54s
    4. Saving design changes to a template
      3m 19s
    5. Using the Design Checker
      3m 3s
    6. Using building blocks
      4m 19s
    7. Adding headers, footers, and page numbering
      4m 52s
  9. 13m 20s
    1. Creating a publication for the web
      1m 43s
    2. Inserting hyperlinks
      4m 23s
    3. Inserting bookmarks
      3m 48s
    4. Running web site checks
      3m 26s
  10. 12m 5s
    1. Creating a recipient list
      2m 29s
    2. Inserting merge fields
      3m 5s
    3. Performing a mail merge
      2m 13s
    4. Performing an email merge
      4m 18s
  11. 14m 34s
    1. Previewing and printing your publication
      4m 0s
    2. Setting commercial print options
      3m 3s
    3. Saving your publication for a commercial printer
      2m 35s
    4. Saving your publication for another computer
      2m 6s
    5. Saving your publication to other formats
      2m 50s
  12. 22s
    1. Goodbye
      22s

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