New Perspectives Word 2019 | Module 9: SAM Project 1a Settlers Insurance

GETTING STARTED

1. Open the file NP_WD19_9a_FirstLastName_1.docx, available for download from the SAM website.

2. Save the file as NP_WD19_9a_FirstLastName_2.docx by changing the “1” to a “2”.

a. If you do not see the .docx file extension in the Save As dialog box, do not type it. The program will add the file extension for you automatically.

3. With the file NP_WD19_9a_FirstLastName_2.docx still open, ensure that your first and last name is displayed in the footer.

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

4. To complete this project, you will need to display the Developer tab.

a. If the Developer tab does not display, click the File tab to open Backstage View and then click the Options button. In the Word Options dialog box, click Customize Ribbon and then click the Developer check box. Click the OK button to close the Word Options dialog box and confirm the Developer tab appears in the Word ribbon.

PROJECT STEPS

1. As a client associate for Settlers Insurance, you collect information from company owners and managers who want to offer life insurance as a benefit to their employees. To simplify the process, you are creating an information form that clients can complete and return to you. You will use advanced table formatting techniques and insert content controls to complete the form. In the Client Information table, merge the cells in the first row, which contains the text "Client Information".

2. Remove the borders from the right side of the cells containing "Company name:", "Contact name:", and "Address:".

3. Insert a Plain Text content control in cell B2 (the blank cell to the right of "Company name:") and format it as follows:

a. Use Company name as the title of the control.

b. Do not allow the control to be deleted.

c. In Design mode, use Enter the company name. as the placeholder text.

4. Insert a Check Box content control next to "New client" and another one next to "Existing client".

5. In the Insurance Needs table, format cell C2 containing the text "What is the maximum coverage amount?" as follows:

a. Split the cell into 2 columns and 1 row.

b. Resize cell C2 so that it is the same width as cells C3 and C4 below it. (Hint: Drag the right border of the cell.)

6. Format cell A5 (the cell containing the "For Office Use Only" text) as follows to clarify that it refers only to the bottom part of the table:

a. Rotate the "For Office Use Only" text in cell A5 so that it reads from bottom to top.

b. Shade the cell with the Red, Accent 5, Lighter 80% shading color.

7. Change the top and bottom cell margins for all the cells in the Insurance Needs table to 0.04".

8. Change the height of row 4 (which contains the text "What is your billing preference?") so that it is the same height as rows 2 and 3.

9. Add a 2 ¼ point border to the bottom of row 4 (which contains the text "What is your billing preference?"). Use the default border color.

10. Insert a Drop-Down List content control in cell B3 (the blank cell to the right of "What type of insurance do you prefer?") and format it as follows:

a. Use Insurance Type as the title of the control.

b. Replace the default choice with the following three choices in the list: Term Whole Life Universal

c. In Design mode, use Click the arrow to select an option. as the placeholder text.

11. Insert a Combo Box content control in cell B4 (the blank cell to the right of "What is your billing preference?") and format it as follows:

a. Use Billing as the title of the control.

b. Replace the default choice with the following two choices in the list: Autopay Bill

c. In Design mode, use Click to select or type an option. as the placeholder text.

12. Insert a Plain Text content control in cell D2 (the blank cell to the right of "What is the maximum coverage amount?") and format it as follows:

a. Use Coverage as the title of the control.

b. In Design mode, use Enter coverage amount. as the placeholder text.

13. Insert a Date Picker content control in cell D3 (the blank cell to the right of "When do you want coverage to start?") and format the content control as follows:

a. Use MM yyyy as the date format.

b. In Design mode, use Click the arrow to select a date. as the placeholder text.

14. Insert a formula to calculate the monthly estimate as follows:

a. In cell C6 (the blank cell to the right of "Monthly Estimate:") insert a formula that adds the handling fee amount in cell C5 to 500. (Hint: Edit the formula so it does not use a function but does start with an equal sign.)

b. Select the Number format that shows currency values with two decimal places.

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 SAM website to submit your completed project.

Final Figure

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