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Creating and sharing notes and documents


From:

WordPerfect Office X4 Essential Training

with David Rivers

Video: Creating and sharing notes and documents

In the previous lesson we set up our folder structure here in WordPerfect Lightning and now it's time to start filling up those folders with content. So to follow along in this lesson you will need these folders created over here in WordPerfect Lightning. You can see we've got Documents, we've got Notes and the Notes folder is broken up into two sub-folders, we've got Business and Personal. We've also got a folder here for Images. So the first way to fill up one of these folders is to create a new note from scratch. You'll notice also I've got my Lesson29 folder opened up here in Windows Explorer because we've got different kinds of documents here that we can bring into WordPerfect Lightning, we'll do that momentarily.
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  1. 2m 30s
    1. Welcome
      2m 30s
  2. 44m 44s
    1. The Workspace Selection screen
      4m 7s
    2. A tour of the user interface
      9m 21s
    3. Entering text and using Quick Correct
      5m 57s
    4. Opening files
      5m 18s
    5. Non-printing symbols
      3m 9s
    6. Navigating in WordPerfect
      8m 42s
    7. Saving a file
      8m 10s
  3. 38m 20s
    1. Modifying display settings
      10m 3s
    2. Modifying environment settings
      8m 15s
    3. Modifying file settings
      8m 8s
    4. Application bar settings
      4m 3s
    5. Modifying toolbars and keyboards
      7m 51s
  4. 34m 40s
    1. Selecting text
      4m 25s
    2. Formatting text
      7m 21s
    3. Using Find and Replace
      7m 16s
    4. Using Undo and Redo
      4m 54s
    5. Moving and copying text
      5m 7s
    6. Using reveal codes
      5m 37s
  5. 27m 1s
    1. Using indents
      5m 21s
    2. Setting justification
      4m 7s
    3. Changing line spacing
      3m 16s
    4. Setting tabs
      9m 53s
    5. Using QuickFormat and the Highlighter
      4m 24s
  6. 27m 31s
    1. Changing margins
      6m 49s
    2. Keeping text together
      4m 6s
    3. Numbering pages
      7m 28s
    4. Headers and footers
      6m 24s
    5. Suppressing elements
      2m 44s
  7. 33m 44s
    1. Using the spell checker
      8m 32s
    2. Using Grammatik
      7m 4s
    3. Using the thesaurus
      4m 27s
    4. Using the Oxford Dictionary
      3m 53s
    5. Setting document proofing options
      9m 48s
  8. 13m 14s
    1. Using Print Preview
      5m 55s
    2. Setting print options and printing
      7m 19s
  9. 24m 59s
    1. Creating a bulleted list
      4m 36s
    2. Editing a bulleted list
      9m 11s
    3. Creating a numbered list
      5m 33s
    4. Editing a numbered list
      5m 39s
  10. 44m 20s
    1. Creating tables
      5m 22s
    2. Modifying tables
      9m 59s
    3. Formatting tables
      6m 23s
    4. Doing math in a table
      6m 33s
    5. Creating charts from a table
      3m 36s
    6. Modifying chart data
      4m 16s
    7. Modifying chart appearance
      8m 11s
  11. 15m 53s
    1. Using styles
      5m 12s
    2. Creating styles
      5m 15s
    3. Editing and deleting styles
      5m 26s
  12. 21m 26s
    1. Using the PerfectExpert
      8m 20s
    2. Creating a template
      7m 47s
    3. Editing a template
      5m 19s
  13. 23m 23s
    1. Creating a data file
      7m 13s
    2. Creating a form file
      4m 30s
    3. Merging data and form files
      2m 49s
    4. Merging with envelopes and labels
      8m 51s
  14. 15m 49s
    1. Sorting lines
      6m 28s
    2. Sorting paragraphs
      5m 14s
    3. Sorting tables
      4m 7s
  15. 12m 26s
    1. Creating macros and the Macro toolbar
      4m 52s
    2. Playing a macro
      3m 3s
    3. Editing a macro
      4m 31s
  16. 14m 9s
    1. Working with newspaper columns
      4m 58s
    2. Working with parallel columns
      9m 11s
  17. 52m 50s
    1. Inserting graphics
      7m 53s
    2. Modifying graphics
      9m 51s
    3. Creating TextArt
      8m 50s
    4. Drawing custom graphics
      7m 21s
    5. Creating watermarks
      7m 3s
    6. Creating organization charts
      11m 52s
  18. 45m 43s
    1. Using comments
      6m 31s
    2. Tracking changes
      7m 34s
    3. Sending and faxing documents
      5m 15s
    4. Password-protecting documents
      2m 52s
    5. Importing PDF documents
      6m 57s
    6. Publishing documents to other formats (PDF, HTML)
      7m 0s
    7. Password-protecting PDFs
      3m 20s
    8. Protecting data
      6m 14s
  19. 29m 18s
    1. Creating cross references
      6m 29s
    2. Creating a table of contents
      8m 11s
    3. Creating an index
      6m 36s
    4. Creating footnotes and endnotes
      8m 2s
  20. 17m 31s
    1. Using the Legal toolbar
      3m 55s
    2. Creating pleading styles and documents
      11m 3s
    3. Publishing to EDGAR
      2m 33s
  21. 27m 14s
    1. Exploring the interface
      11m 58s
    2. Entering data
      7m 19s
    3. Opening and saving files
      7m 57s
  22. 32m 51s
    1. Using templates
      6m 54s
    2. Filling cells quickly
      4m 37s
    3. Simple equations
      3m 49s
    4. Using functions
      6m 46s
    5. Protecting data
      6m 30s
    6. Validating data
      4m 15s
  23. 11m 37s
    1. Sorting data
      4m 9s
    2. Filtering data
      3m 2s
    3. Working with cross-tab reports
      4m 26s
  24. 23m 58s
    1. Formatting cells
      6m 55s
    2. Fills, patterns, and borders
      4m 32s
    3. Inserting charts
      7m 17s
    4. Adding graphics
      5m 14s
  25. 9m 44s
    1. Printing spreadsheets
      3m 25s
    2. Exporting to PDF
      3m 51s
    3. Emailing spreadsheets
      2m 28s
  26. 20m 38s
    1. Exploring the interface
      9m 13s
    2. Opening and exploring a presentation
      6m 1s
    3. Saving a presentation
      5m 24s
  27. 43m 37s
    1. Using the PerfectExpert
      8m 43s
    2. Creating a slideshow from scratch
      3m 19s
    3. Adding new slides
      4m 14s
    4. Adding org charts
      7m 14s
    5. Adding data charts
      9m 21s
    6. Adding combinations
      6m 40s
    7. Working with speaker notes
      4m 6s
  28. 40m 13s
    1. Playing a slideshow
      9m 38s
    2. Adding transitions
      4m 40s
    3. Animating objects
      5m 51s
    4. Adding multimedia
      6m 30s
    5. Sharing a slideshow with Show on the Go
      3m 38s
    6. Publishing to PDF
      2m 36s
    7. Sending a slideshow via email
      2m 28s
    8. Printing
      4m 52s
  29. 17m 16s
    1. Exploring the interface
      5m 17s
    2. Using Visual Intelligence with a Quattro Pro file
      6m 59s
    3. Creating reports and presentations
      5m 0s
  30. 19m 37s
    1. Exploring the interface
      5m 13s
    2. Creating folders in Lighting
      2m 34s
    3. Creating and sharing notes and documents
      8m 27s
    4. Opening documents in Lightning
      3m 23s
  31. 34m 47s
    1. Configuring and launching online services
      5m 39s
    2. Online file storage
      9m 0s
    3. The online calendar
      7m 24s
    4. Online contacts
      6m 24s
    5. Online email
      6m 20s
  32. 16m 32s
    1. Exploring the interface
      9m 40s
    2. Modifying the interface
      6m 52s
  33. 12m 37s
    1. Creating a MAIL account
      4m 26s
    2. Modifying and deleting accounts
      2m 46s
    3. Importing email
      2m 58s
    4. Working with signatures
      2m 27s
  34. 31m 33s
    1. Composing a message
      3m 48s
    2. Adding new dictionaries
      4m 22s
    3. Sending attachments
      1m 47s
    4. Printing messages
      3m 6s
    5. Adjusting security settings
      4m 0s
    6. Grouping messages
      5m 10s
    7. Searching mail
      4m 17s
    8. Storing messages
      5m 3s
  35. 15m 38s
    1. Viewing and creating contacts
      6m 38s
    2. Working with distribution lists
      2m 35s
    3. Importing contacts
      2m 20s
    4. Printing contacts
      4m 5s
  36. 19m 49s
    1. Viewing and navigating calendars
      4m 8s
    2. Creating and editing events
      8m 18s
    3. Importing a calendar
      2m 47s
    4. Working with multiple calendars
      4m 36s
  37. 13m 2s
    1. Enabling spam protection
      1m 29s
    2. Adjusting spam protection
      5m 43s
    3. Creating Smart Groups
      5m 50s
  38. 34s
    1. Goodbye
      34s

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Watch the Online Video Course WordPerfect Office X4 Essential Training
15h 31m Beginner Apr 29, 2008

Viewers: in countries Watching now:

In WordPerfect Office X4 Essential Training, instructor David Rivers demonstrates the new and important features in each of the suite's applications. WordPerfect itself is explored in depth, with a focus on the flexibility and compatibility improvements in this version. David pays particular attention to working with long documents, understanding legal features, and sharing files with users of other office software. He explores the suite's other applications in equal depth: Quattro Pro, for creating spreadsheets; Presentations, for making slideshows; Visual Intelligence, for analyzing and presenting data; Lightning, for taking web-connected notes; MAIL; online services; and more. Exercise files accompany the course.

Topics include:
  • Formatting, proofing, sharing, and printing WordPerfect documents
  • Using tables, charts, templates, and macros
  • Creating and sharing Quattro Pro and Presentations documents
  • Analyzing and converting data into graphical form with Visual Intelligence
  • Taking web-connected notes with Lightning
  • Managing email, contacts, and calendars in MAIL
Subject:
Business
Software:
WordPerfect
Author:
David Rivers

Creating and sharing notes and documents

In the previous lesson we set up our folder structure here in WordPerfect Lightning and now it's time to start filling up those folders with content. So to follow along in this lesson you will need these folders created over here in WordPerfect Lightning. You can see we've got Documents, we've got Notes and the Notes folder is broken up into two sub-folders, we've got Business and Personal. We've also got a folder here for Images. So the first way to fill up one of these folders is to create a new note from scratch. You'll notice also I've got my Lesson29 folder opened up here in Windows Explorer because we've got different kinds of documents here that we can bring into WordPerfect Lightning, we'll do that momentarily.

Right now though I am going to go to Notes and then I am going to click on the Business folder because that's where I want to create my new Note. To do that I go up to the New Note button. Notice there is a dropdown and if I click that I see New Word Processor Document as well. If I choose New Note it's going to be created in the Business folder; if I choose New Word Processor Document I am going to have an opportunity to choose which Word Processor I want to launch WordPerfect or Word if I've got it installed, and then start creating a document there. So this is really just a shortcut to that application, I would save my changes, choose a location then I'd have to drag that document into the appropriate folder here in Lightning.

So I am going to click on New Note. Now right away Lightning Notes opens up here, you can see it's an untitled note, and it appears right here under my Business folder, untitled note. Notice also there is an icon here of a notebook kind of looking icon and then there is a literally square in the top right corner and that tells me that it's open and I am currently working on it. Inside Lightning Notes I've got some buttons for creating new notes exporting, printing, taking snapshots, I can send this note directly from here via email if I want it too or to a Word Processor, I can access the note properties, and then I've got this Formatting toolbar to allow me to spice-up my note a little bit by changing the font, the size, the color.

I can change Attributes like Bold, Italics, Underline and Justification, I can even created numbered and bulleted list here and then I've got a couple of buttons to help me create those lists. So let's type in some text here. Now the very first line that I type will become the name of this note, and of course, we can rename our notes, but I am going to type in the actual title for this note which is, Conference 2008 - Agenda, there we go, I think we have entered twice and you can see that becomes the name of my note here, Conference 2008 - Agenda. I am going to type in Day 1 and I am going to hit Enter once and now I am going to start my bulleted list.

So I am going to use this bulleted list button up here, give it a click and there is bullet number one, so I am going to type in Ice Breaker. And when I hit Enter I get a new bullet automatically because bullets are turned On. Next after the Ice Breaker we'll have the Keynote Address, then we'll have Speaker #1; each time I hit Enter I get a new bullet, we'll have a break, we go Speaker #2, and then we'll break for Lunch.

Maybe that's all we know for now, when I hit Enter the next bullet shows up, if I want to turn bullets Off I go to the same button that turned it On to turn them Off, and I can continue with this list at a later time. There is nothing for me to save here, I just close this up and it's automatically saved here in my Business folder as a New Note called Conference 2008 - Agenda. And if I need to get back to it I just double-click it to open it back up in Lightning Notes. Maybe I want to change some formatting here, Conference 2008, I'll click-and-drag over that, maybe change the size up to 14, maybe bold that, maybe underline it as well and change the font color by clicking the Color button to something a little bit more colorful, there, that look good.

Day 1 over here, I am just going to highlight it and bold it, there we go. So there I've made a few changes again, I don't need to save it, everything saved automatically when I close the note it's now sitting in my Business folder with those changes, simple is that. Now another way to get content into your folders is to go find the file and just bring them in and when you do that you are not actually moving your folders, you are taking a copy and putting into lightning where they are all organized and easily accessible. So I've got some documents here like this Company Overview which a Word document, you can see it's a Microsoft Office Word document.

I am going to click-and-drag Company Overview into my Documents folder and when I release, now I have the document in the Documents folder. Here's another one, Hello from Hawaii, it's a WordPerfect document, I am going to click-and-drag it into Documents, as soon as I see Documents get highlighted here I release. Now I've got two documents in there. There is a LearningGuide is a PDF file, can I bring that one over? You bet! Bring it over to Documents and release, and it show up here at the bottom of my list. This one is a JPEG MauiFromDeck, you can see JPEG image, so it's an image, I think that really belongs in the Images folder.

So I'll drag it to Images release, and there we go. So now I've got my documents, notes and images all brought over into my personal notebook, and when it's time for me to share these with others there are a couple of options and I am going to close up my Lesson29 folder, I am done with that. If I want to share this image for example, I can go down to this little Send to button, by default it's going to sent it to a Word Processor, I would choose Word or WordPerfect, but if I click the dropdown I can go right to a mail recipient.

Clicking Send to Mail Recipient launches my default email application with a new email message created for me with the image right in there, you can see it's fairly large image but it fills up my message. And, all I have to do now is choose who I am sending it to, and send it off, simple is that. I am going to Close it up and return back to WordPerfect Lightning. There is one other way to create a brand new note and that is from a Snapshot, and that's what we are going to do right now using our Browser.

So I am going to go down to my Start button, my Browser is Internet Explorer, I am going to launch that, I am going to size this Window up a little bit, so I could see more of it. And in the Address I am just going to type lynda.com, there we go, and maybe there is a section of this web page that I'd like to capture into a new note. So when I do that let's say this Online Training Library section would be handy in a note. All I have to do is come over to Lightning and clicked on my Snapshot button. When I click the dropdown button you noticed that the Snapshot that I am about to take can go into a new note, it could go into WordPerfect which would start a new document or it could go to the Clipboard waiting to be pasted in a new note or in some other document.

So I want to create a new note right from the snapshot. When I click this Lightning disappears momentarily and my mouse pointer has changed into this cross hair with some instructions attached to it indicating I need to click-and-drag across the area I want to take a snapshot of, and we know, it's going to go into a brand new note. So I want to get this whole area here, I am going want to go above the top line and far enough left that I am going to capture this whole box here including around the corners, and when I've got the one I am looking for, I release. There is a snapshot taken, a new note is created.

Now I just happened to be in my Images folder when I created the new note, but that's OK, you can see that this is an Image that I can size if I want it to, move it around in my document I am going to keep it back at the original size where it is a little bit easier to read that way, when I am done, I just close it up. Of course, I could start adding text and so on to this. I am going to close that up and close up my Browser, and notice that it's an untitled note because I don't have any text in there. If I click on this note I could rename this by right-clicking on the untitled note and choosing Rename.

So in here I am going to talk about lynda.com Training, there we go. That becomes the new name of my note and it really doesn't belong in Images even though it is a snapshot, so I am going to drag it into my Business notes by highlighting Business I'll click-and-drag until Business is highlighted and when I let go I just moved it into another folder. So there you go, pretty easy to create new notes, a couple of different ways and drag different types of files into WordPerfect Lightning so they are organized and easily accessible.

You can even share quite easily with WordPerfect Lightning. In the next lesson we're going to show you how you can actually view all these different kinds of documents right from within WordPerfect Lightning.

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