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Tip of the Week: Changing a PDF in Microsoft Word

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Did you know that Microsoft Word can actually edit PDF files? Well… the most recent version of it can, anyway. Since Adobe Acrobat can be a considerable investment for each and every one of your employees, you can instead turn to the tried and true Microsoft Word for this purpose. We’ll show you how you can do this (as long as you have the most recent version of MS Word).

Open the PDF
First, you’ll need to open the PDF. To do this, open up Microsoft Word and select Open Other Documents from the left-hand menu.

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This brings up the Open menu. Next, you want to click on Browse.

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Another message will appear telling you that Word will convert the PDF to an editable Word document. If this sounds fine, click on OK.

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Your PDF should open up in Word now, but you might notice that there is still a yellow bar at the top of the screen that says PROTECTED VIEW. This is meant to secure your software from opening anything dangerous. If you can trust the document, click the Enable Editing button.

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Once you press the button, another notification will show you that Word will convert the PDF to an editable Word document. To close this message, just click on the checkboxor click OK.

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You can now edit your PDF.

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Once you’re done, you can save the file back to a PDF format. To do this, select File > Save As and set the type to PDF from the dropdown menu under the assigned file name. You will have to rename the document slightly to save it to a file folder.

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Once you’re done, your edited PDF will open in Microsoft Edge, or whatever your default PDF viewer happens to be.

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What are some other cool features of Microsoft Word that you would like us to cover? Let us know in the comments, and be sure to subscribe to our blog.

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Casserly Consulting Blog

Tip of the Week: Use Microsoft Word To Create Envelopes For Your Contacts

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Microsoft Office has long been a valuable asset for all types of businesses, but would you be surprised to hear that most organizations don’t take full advantage of it? All of the most recent editions of programs like Microsoft Word, Excel, and PowerPoint are designed with powerful, user-friendly interfaces that allow your business to do lots of neat things. In fact, you can create a professional envelope for your organization, add a list of contacts from a CSV file or from Outlook, and so much more.

Step 1: Open a New Document
Blank Page

Step 2: Access the Layout Menu
Layout

Step 3: Change the Size of the Page
You want the page to be set to the proper envelope size. If you need to know what size your envelopes are, try checking the box. #10 is generally the traditional letter envelope.
Envelope 10

Step 4: Check the Layout
Before proceeding, make sure that the layout has changed to the proper size.
Envelope 10 Resize

Step 5: Go to the Insert Tab and Select Text Box
Insert Tex Box

Step 6: Use the Simple Text Box Option
This will be used for your return address.
Insert Tex Box2

Step 7: Update the Address and Draft the Text to the Desired Location.
Drag to Position

Step 8: Remove the Border Around the Text Box
You can do this by right-clicking the box and selecting Format Shape. Switch the radial button from Solid Line to No Line.
Remove Border

Step 9: Style and Brand Your Return Address
You can use the Font options to customize the appearance of your return address. Make sure you don’t forget your logo.
BrandingAddress

Step 10: Start Your Mail Merge
First, let’s add another Text Box. You should remove the standing text and leave the cursor right where it is in the box.
Mail Merge 5

Step 11: Load Your Contacts
To do this, access Select Recipients and check the source of your contacts. You’ll need a CSV file for this next step.
Mail Merge 1

Step 12: Select Address Box. This appears in the text box that you created earlier.
Mail Merge 6

Step 13: Follow the Directions to Format Your Address
Mail Merge 4

Step 14: Preview Your Results
Use the Preview Results option to check that the addresses are displaying properly, are simple to read, and fit on the envelope. This might change depending on how many recipients you have. Just scroll through them to ensure that the formatting remains the same throughout them all.
Mail Merge 7

Step 15: Save or Print
That just about wraps it up. You can finish your work or print them out as you see fit.
Mail Merge 8

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Microsoft Word Makes Collaboration Easier With Co-Authorship

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Does your workforce have the option of working together on a document in Microsoft Word? This type of collaboration is something that is much desired in business today. One of the best ways to take advantage of this collaboration is through Microsoft Office 365’s built-in sharing features, which allow your workforce to work together on various initiatives.

Cooperate and Collaborate
If you need multiple users to access the same document, you can use Microsoft Office 365 to allow for it. You can review and edit documents in real time, but before doing so, you need to allow access to these documents by your staff. 

First, open a new document in Word 2016 or Word Online. Once you’ve done so, select Share, and then Save to cloud. You can share the document in OneDrive or in a SharePoint Online location. Once you press Save, you’ll be able to share your document. Just select the Share panel and you’ll have several options for doing so. You can select Invite people to summon additional assistance from others in your organization, or Get a sharing link to send the invite out through email or instant message.

Once the invitations are sent and accepted, your team can then access the Word document and make changes. If you allow these changes to be made automatically, everyone will be able to see them as they happen.

Communication is Critical
You can’t have collaboration without communication. There are plenty of solutions available that help your business keep in touch while working together on a project. Microsoft Office 365 has a leg up on the competition because of its built-in integration with Skype for Business, allowing you to send messages or talk to anyone while working in a document.

Word also keeps a complete record of any changes made to your document so that you always have access to various versions of your documents. This makes it quite an excellent way to see who has made which changes, and when. Of course, the best collaboration happens when your workforce knows the endgame of the project, and they can then work toward a common goal moving forward.

In fact, many of these features are also available in other Microsoft products, including Publisher, Excel, PowerPoint, and more.

Which of these features do you use most often in Office 365? Let us know in the comments, and be sure to subscribe to our blog for more great tips and tricks.