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

MS Word

Share With

---

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.