Planbook on Microsoft WORD Notes Your planbook has been created as a TEMPLATE. This means that the original document cannot be changed. After making changes you must do a “save as” and rename the document. You can save it as a regular Word document, which can be modified and changed at any time or you can save it as another template, which will prevent you making additional changes. (After you make changes to get your planbook as you like it you might want to make a template of it just in case you make a mistake you can’t fix. That way you will have the original to go back to.) Each planbook page is a separate file. So if left and right sides of your planbook are different then you will have 2 files for each week (ie: Mar12p1 and Mar12p2). The grid lines in your planbook form boxes. Each box is its OWN SEPARATE unit. When you type you are only typing in one box at a time. Your words will not move from one box to another on their own. If you type too much into a box the horizontal line will move down, possibly causing your planbook to move to the second page. To correct this: Backspace until the line moves back up and EITHER: write less, in order to stay in the space allotted OR highlight the text in that box and change the font size to a smaller number. (The default is 12 pt. But I personally use 10 pt. as a general rule. You will have to make this change for each box individually.) You may change the font, color or size of your writing in any box, at any time, just like in any WORD document by using the choices on your taskbar. You can add pictures, icons, etc., if you were are inclined. (Use “insert” from the toolbar menus. Pull down to “picture” and then slide over to “clip art.” However, please know that the picture acts like a word and can only be positioned on the left margin, centered, on the right margin or directly next to text like I did above. It cannot be moved around freely with your mouse like in a publishing program such as Print Shop UNLESS you choose “text wrapping” from your drawing toolbar and choose through. Then it will move freely within the cell. TO “SAVE AS”: Pull down from your file menu to “save as”. Make sure the box at the top says SAVE IN: 3.5 floppy (A) if you wish to save it to your disc. If you would like to save it to your “my Documents” folder, this is an option as well. At the bottom, next to File name type a new name for your file. Make sure you have the correct type in the “FILE TYPE” box: either a Word document or a Template, whichever one you want. Click “SAVE.” Header: This is the part above the grid in your planbook. To make changes to the header double click on the header. After typing click on “close” to close the header box and return to the main part of the page. Text box: The days of the week, Monday, etc. along the left hand side and Day boxes along the right side are actually text boxes. To create one choose “INSERT” from your toolbar. Pull down to “text box” and drag your curser from one corner (where you want the box to be) down and let go. A text box will appear. Use the arrows to adjust size. To change the color or border of a text box put your arrow on the box’s border and right click. Pull down to “format text box” and you will see the choices for fill color, outline color etc. To make the border disappear, choose “no line.” To add a background color in a box, choose a fill color. To change the direction of the print in any box, click on the text box, pull down from “format” on the toolbar to “change text direction” and make your choice. Cutting and Pasting: You can copy or cut items from one box (cell) and paste then into another box on the same planbook page or even on another page in a different file. To move items from one file to another, highlight the section of text, choose “copy” or “cut” from the edit menu, then open or go to the second file, put your curser where you want it to go and choose “paste” from the edit menu. SAVING I find it easiest to make changes to my planbook blank then save the file as the date and page1 or 2, for example: Mar12p1. After this, the following week you have two choices: 1) Start again with the blank planbook form and type everything from scratch or 2) Open last week’s planbook page, leave anything that remains the same, edit the remaining boxes and “SAVE AS” another date. On your disc you will have BOTH files, the original date and the new file. 3) After a while you will have a disc full of planbook pages so you might want to delete them eventually. (This is just so you won’t have to look through a bunch for what you want, the disc will hold a lot before becoming full, not to worry.) *** Also, I would recommend that you save a copy of your blank template onto your hard drive (in your my DOCUMENTS folder) just in case your disc goes bad. If you use one disc over and over it might one day give up and die. This way, you will have a back-up.
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