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Homework answers / question archive / New Perspectives Word 2019 | Modules 5-7: SAM Capstone Project 1a Sage Retail Services CUSTOMIZING A COMPANY DOCUMENT GETTING STARTED Open the file NP_WD19_CS5-7a_ FirstLastName _1
New Perspectives Word 2019 | Modules 5-7: SAM Capstone Project 1a
Sage Retail Services
CUSTOMIZING A COMPANY DOCUMENT
GETTING STARTED
Open the file
NP_WD19_CS5-7a_
FirstLastName
_1.docx
, available for download from
the SAM website.
Save the file as
NP_WD19_CS5-7a_
FirstLastName
_2.docx
by changing the “1” to a
“2”.
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.
To complete this SAM Project, you will also need to download and save the following data
files from the SAM website onto your computer:
Support_WD19_CS5-7a_Chart.xlsx
Support_WD19_CS5-7a_Linda.docx
Support_WD19_CS5-7a_Reviews.xlsx
With the file
NP_WD19_CS5-7a_
FirstLastName
_2.docx
still open, ensure that your
first and last name is displayed in the footer.
If the footer does not display your name, delete the file and download a new copy from
the SAM website.
PROJECT STEPS
1.
As a marketing analyst at Sage Retail Services, you are helping Linda Cordero, the sales
manager, create a guide for prospective clients interested in learning about your
company's merchandising services. Linda has reviewed a draft of the document using
tracked changes. Because you plan to email the guide to the prospects, the document
begins with a personalized cover letter.
Combine documents as follows to incorporate Linda's revisions and comments into your
copy of the document:
a.
Combine your document (the original document) with the file
Support_WD19_CS5-7a_Linda.docx
.
b.
Select all the Comparison settings, and show changes in the original document.
2.
Turn on Track Changes, and display
All Markup
for review. Accept and reject tracked
changes in the document as follows:
a.
Accept each change in the first two body paragraphs because the changes improve
the paragraphs.
b.
Reject the formatting change to the email address
"LindaCordero@srs.cengage.com" because that text should appear as a hyperlink.
c.
Accept the remaining changes in the document, which are also improvements.
3.
Turn off Track Changes. Read the first comment in the document, and then set a top and
bottom margin of
0.75"
to provide extra space as Linda requests.
4.
Apply the
Casual
style set to use the standard style set for Sage client documents.
5.
To set up the document as a form letter, start a mail merge, and then select
Letters
as
the type of main document. Next, type a new recipient list as follows:
a.
Customize the columns by deleting the Country or Region, Home Phone, Work
Phone, and E-mail Address fields.
b.
Rename the ZIP Code field using
Postal Code
as the new field name to use the
more generic term.
c.
Add a new field to the end of the address list using
Store
as the field name.
6.
Enter the address information for two recipients as shown in Table 1, and then save the
data source using a name of your choice.
Table 1: Recipient Addresses
Field
Record 1
Record 2
Title
Mr.
Ms.
First Name
John
June
Last Name
Drake
Lee
Company Name
Allen Stores
Nova Housewares
Address 1
1221 Main Highway
110 King Drive
Address 2
Suite 102
City
Paramus
Yonkers
State
NJ
NY
Postal Code
07653
10470
Store
Allen Menswear
Kitchen Gallery
7.
At the beginning of the letter, use the Date content control with the "Click here to enter a
date" placeholder text to select the date
March 24, 2021
.
8.
Insert the inside address as follows:
a.
Select the placeholder text "[INSERT INSIDE ADDRESS]", and then insert an
AddressBlock merge field using the
Mr. Joshua Randall Jr.
format.
b.
Delete the placeholder text.
9.
Insert the greeting line as follows:
a.
Select the placeholder text "[INSERT GREETING LINE]", and then insert a
GreetingLine merge field using the
Dear Mr. Randall:
format.
b.
Delete the placeholder text.
10.
In the first paragraph in the body of the letter, select the "[INSERT STORE NAME]"
placeholder text, and then insert a merge field for
Store
to include the name of the
recipient's store.
11.
To include personalized text, add an IF field as follows:
a.
At the end of the last body paragraph in the letter ("To discuss...
LindaCordero@srs.cengage.com."), insert an
If...Then...Else
rule.
b.
Compare whether the City field is equal to
Paramus
as the condition.
c.
Insert the following sentence if the condition is true:
I will be visiting stores in Paramus next week. Let me know if you want to
schedule a meeting.
d.
Leave the false condition option blank so that Word does not insert text if the City
is other than Paramus.
12.
Edit the recipient list to filter the data records to select only recipients where the
City
field is equal to
Paramus
to prepare the first batch of letters for Paramus residents.
13.
Complete the mail merge as instructed below. You will merge to a new document and
then copy the contents of the merged file to the end of your original document, so that
your entire assignment appears in the same file.
a.
Finish and merge all records to a new document.
b.
In the new document containing the merged form letters, copy the contents of
page 1, beginning with the letterhead at the top of the page and ending with the
paragraph "enc."
c.
In the original form letter document, move the insertion point to the blank
paragraph at the top of page 2, and then paste the merged form letter into the
main document.
d.
Verify that the pasted merged form letter appears only on page 2 of the original
form letter document.
e.
Turn off the preview of the mail merge results, and close the new, merged
document without saving it.
14.
On page 3, change the color of the underline to
Brown, Text 2
for the paragraph "Guide
to retail merchandising strategies and ideas" to coordinate with the subtitle paragraph.
15.
On page 4, apply the
Key Term
character style to the "Merchandising" text at the
beginning of the first paragraph to match the formatting of the other key terms in the
paragraph.
16.
In the "Product Mix" section, use the Thesaurus to find and select a synonym for "mess"
that begins with the letter "j" to use a less casual term.
17.
Modify and update a paragraph style as follows to call attention to the text that
introduces lists and tables:
a.
Change the character spacing of the paragraph "Visual merchandising tips" to
Expanded
by
1 point
.
b.
Update the
List Heading
paragraph style to reflect the formatting change.
18.
In the "Visual merchandising tips" list, apply
Small caps
to the text "Move products" to
match the formatting of the other list items.
19.
On page 5, convert the six paragraphs in the "Five types of displays" section beginning
"Type..." and ending "Stuffed animal with ear buds" to a table with three columns.
20.
Insert a bookmark to the "Anticipating Shoppers" heading using
Research
as the
bookmark name to make it easy to find the research statistics.
21.
On page 4, at the end of the first paragraph, format the text "research" as a hyperlink to
the "Research" bookmark.
22.
Read the comment on the bottom of page 5, and then continue editing as follows:
a.
Open the workbook
Support_WD19_CS5-7a_Chart.xlsx
.
b.
In the
Retail Statistics
worksheet, copy the bar chart.
c.
Return to the Word document, and select the placeholder text "[INSERT CHART
HERE]".
d.
Link the chart to the document using the destination theme because Linda might
have a last-minute change to make to the chart.
e.
Close
Support_WD19_CS5-7a_Chart.xlsx
.
23.
Modify the linked chart as follows to suit the design of the Word document and to include
updated data:
a.
Add
Reasons for Store Shopping
as the chart title.
b.
Change the chart style to
Style 3
to include a shaded background for the chart.
c.
Change the chart colors to
Monochromatic Palette 4
.
d.
Edit the data in the linked chart by changing the value in cell B4 to
48
to update
the statistics, and then save and close the Excel workbook.
24.
At the bottom of page 6, insert worksheet data as Linda requested:
a.
Open the workbook
Support_WD19_CS5-7a_Reviews.xlsx
.
b.
In the
Review Statistics
worksheet, copy cells A1:B6.
c.
Return to the Word document, and then select the placeholder text "[INSERT
WORKSHEET HERE]".
d.
Use
Paste Special
to embed the worksheet selection in the Word document as a
Microsoft Excel Worksheet Object
so that it retains the layout of the original
worksheet. The source data is unlikely to change, so you do not need to link it to
the source file.
e.
Delete the placeholder text "[INSERT WORKSHEET HERE]".
f.
Modify the embedded worksheet by changing the font color of the column headings
in cells A1 and B1 to
White, Background 1
to make the text easier to read.
g.
Close
Support_WD19_CS5-7a_Reviews.xlsx
.
25.
Delete all the comments in the document because they are no longer needed.
26.
Return to page 3 to insert a table of contents as follows:
a.
In the blank paragraph after the "Guide to retail merchandising strategies and
ideas" heading, insert a custom table of contents.
b.
Select the
Classic
format for the table of contents.
c.
In the Table of Contents Options dialog box, remove the Guide Subtitle and Heading
3 styles from the table of contents.
d.
Change the TOC level of the List Heading style to
2
.
e.
Finish inserting the table of contents using defaults for all other options.
27.
On the bottom of page 4, apply the
Heading 1
style to the "Creating Effective Displays"
paragraph to format it as a main heading.
28.
Update the table of contents to reflect the change to the document.
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.
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