Shelly Cashman Word 365 | Module 9: End of Module Project 1 B&T Finance Services
CREATING A REFERENCE DOCUMENT
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GETTING STARTED
1. Save the file SC_WD365_EOM9-1_FirstLastName_1.docx as SC_WD365_EOM9-1_FirstLastName_2.docx
a. Edit the file name by changing “1” to “2”.
b. If you do not see the .docx file extension, do not type it. The file extension will be added for you automatically.
2. To complete this Project, you will also need the following files:
Support_WD365_EOM9-1_Alesha.docx
3. With the file SC_WD365_EOM9-1_FirstLastName_2.docx 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.
PROJECT STEPS
1. As a client services representative for B&T Finance Services, a financial consulting group in Norfolk, Virginia, you help to provide financial advice and guidance to small business owners. Your manager, Alesha Tyler, has started a reference document about buying a franchise business. She has already created some content and asks you to complete the guide. In the Abstract content control on page 1, replace the "[Abstract]" placeholder with the text A guide to buying and financing a franchise to enter the abstract text.
2. Vertically center the contents of the current section to apply an alignment appropriate for the cover page and copyright page.
3. Switch to Outline View, and then promote the text "Index" on page 6 to a Level 1 paragraph so that it appears as a major heading in the document.
4. Still in Outline View, select the text "[Insert subdocument]" on page 4 to prepare for inserting a subdocument. Show the entire document, and then insert Support_WD365_EOM9-1_Alesha.docx to incorporate Alesha's content. Click "Yes to All" in response to the pop up message asking if you would like to rename the Heading 1 style in the subdocument. Select the subdocument, and then unlink it so that it becomes a permanent part of the master document. Close Outline View.
5. Compress all pictures in the document to the Web (150 ppi) resolution because Alesha plans to post this document on the company website.
6. Create a link between the "FIVE TYPES OF FRANCHISES" text box on page 4 and the blank text box on page 5 so that the text can continue from page to page as necessary.
7. On page 7, add a bookmark named Factors to the "Factors to Consider When Buying a Franchise" heading so that Alesha can later create a link to this section. Delete the section break at the bottom of the page to include pages 4–9 in the same section.
8. Add Research the risks and benefits of buying a franchise as a caption below the "Factors to Consider When Buying a Franchise" picture using "Figure" as the label, a colon (:) and a space after the figure number to identify the picture. In the paragraph above Figure 4, replace the text "[insert figure cross-reference]" with a cross-reference to Figure 4 that displays only the figure label and number.
9. In the paragraph after Figure 4, replace the text "[insert Wingdings 175 symbol]" with the Wingdings 175 pinwheel star symbol.
10. On page 3, replace the text "[Insert table of contents]" with a Table of Contents using the Automatic Table 2 style in the Table of Contents gallery.
11. On page 4, insert the Accent Bar 1 page number at the top of the page. Break the link to the previous section. Change the page number format so that the page with the "What is a Franchise?" heading is page 1. Set different odd and even pages, and then go to the even page header for Section 3. Break the link to the previous section, and then insert the Accent Bar 2 page number at the top of the page.
12. Go to the odd page header for Section 2, and then delete the header so that no page numbers appear on the first three pages of the document. Close the Header and Footer Tools. Update the page numbers in the table of contents so that they display the correct numbering.
13. On page 9, insert a new blank paragraph after the "Table of Figures" heading, and then insert a table of figures using the default format to list the figures in the document.
14. On page 10, insert a new blank paragraph after the "Index" heading, and then insert an index using the default format.
15. On page 7 (the page that begins with the heading "Begin the Application Process"), mark the text "application process" in the first sentence as an index entry. Hide the index codes and other formatting marks, and then update the index to include the new entry. (Hint: If you are having trouble hiding the index codes, click the File tab and then click Options. In the left pane of the Word Options dialog box, click Display. If the Hidden text check box in the "Always show these formatting marks on the screen" section contains a checkmark, click the box to remove the checkmark, and then click OK.)
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.
Final Figure
