Shelly Cashman Word 365/2021 | Module 5: SAM Project 1a

Elliott Reid Pharmaceuticals

CUSTOMIZING A REPORT CREATED FROM A TEMPLATE

GETTING STARTED
 Save the file SC_WD365_2021_5a_Mac_FirstLastName_1.docx as
SC_WD365_2021_5a_Mac_FirstLastName_2.docx

o Edit the file name by changing “1” to “2”.

o If you do not see the .docx file extension, do not type it. The file
extension will be added for you automatically.

 To complete this Project, you will also need the following files:

o Support_WD365_2021_5a_Mac_List.docx

o Support_WD365_2021_5a_Mac_Quotation.docx

o Support_WD365_2021_5a_Mac_Table.docx

 With the file SC_WD365_2021_5a_Mac_FirstLastName_2.docx open,

ensure that your first and last name is displayed in the footer.

o If the footer does not display your name, delete the file and download a
new copy.

PROJECT STEPS
1. As a marketing analyst at Elliott Reid Pharmaceuticals, you are developing a
report for other members of the Marketing Department. You created the report
using a template and need to customize elements of the document and its
formatting.
Change the left and right margins to 0.8" to remove the extra white space on
the cover page and reduce the length of the lines in the rest of the document if
a message appears warning about margins outside of the printable area, click
Ignore.

2. On page 1, remove the date content control using the shortcut menu, and then
use the delete key to delete the content control and the blank paragraph that
included the content control to avoid dating the report.

3. Type Elliott Reid in the Company Name content control to display the
company name on the cover page.

4. On page 2, create a new paragraph style as follows to use for introduction text:

a. Create a paragraph style named Intro based on the first body paragraph
("Why do consumers…and personal choice.").

b. Change the font size of the Intro style to 14 point.

c. Apply the Intro style to the first body paragraph.

5. On page 2, insert a hyperlink as follows to supply some missing information:

Shelly Cashman Word 365/2021 | Module 5: SAM Project 1a

a. Replace the text "[insert email address]" with the text

info@er.cengage.com to insert the company email address for
information requests.

b. Format the text "info@er.cengage.com" as a hyperlink and enter

info@er.cengage.com in both the Text to Display and Email address fields.
Do not enter a subject.

c. Add the ScreenTip Elliott Reid email address to the hyperlink.

6. Move row 4 using Shift+Control+Arrow in the "Top Reasons for Buying a New
Product" table so that it becomes row 1 and provides headings for each column
in the table.

7. Insert a table showing survey results as follows without changing the

formatting of the original table:

a. Copy the table in the file

Support_WD365_2021_5a_Mac_Table.docx.

b. Delete the text "[insert table here]" and paste the table in its place, using
Paste Special and pasting as a Microsoft Word Document Object.

8. Insert a quotation from a marketing expert as follows without changing the

formatting of the original text:

a. Copy the paragraph in the file

Support_WD365_2021_5a_Mac_Quotation.docx.

b. Delete the text "[insert quotation here]" and paste the quotation in its
place, using Paste Special and pasting as a Microsoft Word Document
Object.

9. Insert a bulleted list Elliott Reid uses in many documents by creating and using
an Autotext entry as follows:

a. Save the bulleted list in the file

Support_WD365_2021_5a_Mac_List.docx as a Autotext entry by
selecting the list. In the system bar at the top of the screen, click Insert,
hover over Autotext in the dropdown menu, and click New… in the menu
that appears to the right. Update the name to Survey and click OK.

b. Insert the Survey Autotext entry in the blank paragraph at the end of the
document by clicking Insert at the system bar at the top of the screen,
hovering over Autotext, and clicking Autotext in the menu that appears
to the right. In the dialog box, select Survey in the list, then click Insert.

10. Change the bullet used in the new list to a checkmark (Wingdings font, bottom
row and fourth to the left in the grid) to add emphasis to the list.

Your document should look like the Final Figure on the following pages. Save your
changes, close the document, and then exit Word. Follow the directions on the website
to submit your completed project.
Shelly Cashman Word 365/2021 | Module 5: SAM Project 1a

Final Figure
© DT Creations/Shutterstock.com; © Marchu Studio/Shutterstock.com
Shelly Cashman Word 365/2021 | Module 5: SAM Project 1a
Shelly Cashman Word 365/2021 | Module 5: SAM Project 1a