Topic 3: Finalise documents Finalise documents • Thoroughly check and proofread a document before distributing it. • This helps to ensure the correct message and corporate image are being delivered to the appropriate people. Prepare documents within time lines and requirements • Time lines need to be agreed with internal/external customers. • What time lines are relevant in your organisation? • How can you find out what these time lines are? Editing and proofreading
Create a checklist which
helps you check: • spelling • grammar • style • numerical data. Accuracy of information Check all information including: • name and address details • product information and pricing • dates • spelling • reference details (e.g. previous correspondence) • document-specific facts (e.g. name of legislation and required action for the reader to take). Printing documents Practise previewing and printing your document. Data security
• Why is data security important?
• What are some of the ways you can ensure security of the data? Create a document to be used by previous versions of Word • What should you do if you are using Microsoft 2016 and you need to send a document to somebody who may be using Microsoft Word 97- 2013? • Why may you need to do this? Name, store and close documents Find out: • how to correctly name your document • where and how to save your document • your organisation’s folder structure and naming standards • how to save the document in a shared directory • how to close the application safely • how to view the document’s properties. Back up files
• Many organisations have set
procedures for backing up files. • What are your organisation’s back-up procedures? Who is responsible for this? Hard-copy storage
• Discuss your organisation’s hard-copy storage system.
• How is the system kept up to date? Close applications • Work on one document at a time. • Lock unattended workstations. • Protect against viruses and software bugs. • Understand signs of computer malfunction. • Know application exit procedures.