Page 5 - Creating New Reference Guide and Job Aid Documents in Word

F I NA N C E R EF ER E NC E G U I D E

9. Select the single (group) image, right-click and select Save as Picture… and save the image to the location of your
choice. This image can then be inserted into your Word file.

To ensure you are getting the correct color for the red line, you can click the down arrow on the Line
Color field, select More Colors, click on the Custom tab, and check the value in the Hex field on the
Custom tab to ensure it is #FF0000. If it is not (e.g., it’s a slightly different shade of red with a different
Hex value), you can simply type #FF0000 in the Hex field and click OK.

A file has been placed in the Reference Guide Project folder in Templates > Publisher that contains pages
containing a red box, a red arrow, and a box with red text (that can be used in combination with an
arrow) as a start for a personal screenshot file for Publisher. Consider starting with this file to eliminate
the need to create the red box itself each time (by duplicating an existing page for each screenshot you
need and starting with the existing screenshot).

CREATING A NEW REFERENCE GUIDE DOCUMENT (FT Title)

1BThe Finance team standard template files (the main document and the cover page document) will need to be copied to your
laptop’s hard drive before you can begin to use them. If you have not already copied the Finance team standard template files
previously, see Word Template Files later in this document. (FT Body 10.5 for paragraph as a whole)

To start a new reference guide document or job aid: (FT Body 10.5)

10. 33BIn Word, select File > New. (FT List Numbered – for all)

11. 34BSelect Personal templates (the default will be Office templates).

EMORY ADVANCEMENT AND ALUMNI ENGAGEMENT | FINANCE REFERENCE GUIDE | Updated 11.12.23 4