TexasBarBooks FAQs

How Do I Modify the Word Forms without Using the TexasBarBooks Navigational Toolbar?

 

MS Word forms included with digital downloads designed to use the TexasBarBooks Navigational Toolbar (see the current list of those products) may also be manipulated without the toolbar. Because the toolbar is compatible with Word on Windows only, the contents of forms open in Word for Macintosh or WordPerfect must be manipulated without the toolbar. Manual manipulation might be necessary even for some users of Word on Windows, for example, if the security settings for your computer's environment prevent the installation or use of the toolbar. Below are tips for manual manipulation of the contents of the Word forms.

See how to determine if the toolbar is installed on your computer and access its features.

The information below is separated into the following categories:

Notes:

  • The exact procedures outlined below might vary from version to version of the indicated word processors.

  • Because the Word forms included with TexasBarBooks digital downloads are intended for use in Word rather than WordPerfect, anomalies will likely exist in files converted to WordPerfect, and they will require proofreading and minor revision before use.

  • In Word forms opened with WordPerfect, not only will the red instructional text toggle to hidden when WordPerfect is set to hide hidden text; some of the variable text set between brackets will as well. For this reason, if using a form with WordPerfect, it's best to always have hidden text toggled to visible. A better option still, if you have both Word and WordPerfect installed on your computer, is to edit the form using Word and only then convert the finished document to WordPerfect.


Hidden text

See the general note and important caveat about TexasBarBooks Word forms' instructions set as red, hidden text.

All red instructional text in the editable text files is formatted as hidden text.

hidden text
Example of a form with its red, hidden text toggled to visible.
  • Toggling hidden text between hidden and visible

    See the separate instructions for viewing hidden text in MS Word and in Word for Macintosh without using the toolbar.

    To hide or show hidden text in WordPerfect—

    1. from the menu bar, select Tools > Settings;

    2. in the "Settings" window that opens, select "Display";

    3. in the "Display Settings" window that opens, to hide hidden text, uncheck the "Hidden text" box (to show hidden text instead, check the box); and

    4. click "OK" to close the "Display Settings" window and then click "Close" to close the "Settings" window.

  • Permanently deleting hidden text

    See the separate instructions for permanently deleting hidden text in MS Word and in Word for Macintosh without using the toolbar.

    Permanently deleting the red, hidden-text instructions in WordPerfect requires either using WordPerfect's "Save Without Metadata" tool (available in WordPerfect versions X3 and later) or manually deleting each instance of hidden text. If your computer has both MS Word and WordPerfect installed, the easiest method by far is to manipulate the form text in Word first, including deleting the hidden text instructions once they are no longer needed, and only then opening the form in WordPerfect.

    To permanently delete a red boxed instruction (or another entire red paragraph of instructions) in WordPerfect, quadruple-click any part of the text in the paragraph and, after the paragraph has been selected/highlighted, press your keyboard's Delete or Backspace key. By selecting the entire paragraph in this manner, even the border surrounding the instruction text should be selected and deleted along with the instruction text itself.


Bracketed and italicized text and other variables

Most of the digital downloads' editable text files include variables as bracketed text that the user must replace with the specified information (e.g., "[name of seller]" or "[date]"); delete or include (e.g., "[include if applicable: optional language]" or "child[ren]"); or choose between (e.g., "[is/are]"). In some products (such as with the Pattern Jury Charges series), bracketed, italicized text can also indicate instructive text (e.g., "[Hand out the written instructions.]").

In some products, too (also such as with the Pattern Jury Charges series), the names of hypothetical parties and facts have been italicized (e.g., "Paul Payne" or "Don Davis") to indicate that the names and facts of the particular case should be substituted.

To advance to the next bracketed variable, use the word processor's Find utility to search for opening or closing brackets. Likewise, to advance to the next instance of the name of a hypothetical party, use the Find utility.

Hints:

  • Eliminating bold-faced formatting as you type

    Although the text within brackets is often set in bold-faced or italicized type, the brackets themselves are almost always set in the same style as the text outside of the brackets. So when selecting a bracketed variable, by including the surrounding brackets in your selection, the text you type after selecting the variable should not only replace the selected variable but also adopt the style of the surrounding text instead of remaining bold-faced or italicized.

  • Pasting content without its source formatting

    Some word processors include the Paste Special option of pasting only the text from an outside source and not carrying over that source's text formatting. So if pasting the desired information into the document from an outside source instead of typing the information in from scratch, to have the pasted text take on the text style of the destination document's surrounding text instead of keeping the source document's text style, first copy the desired information from the source document; then, in the destination document, select the bracketed variable, including the surrounding brackets; and then use the Paste Special option of Text Only.

    Word Paste Text Only
    Word's Paste Special option of Keep Text Only.
  • Quickly finding and replacing italicized variables

    Some word processors include advanced features in their Find utilities that allow the user to search for text with certain formatting, such as italicized text. To search for text with a specific type of formatting, launch the Find and Replace utility, place the cursor in the "Find what" field or its equivalent, open the advanced search options, and select the desired formatting.

    Word on Windows advanced search
    The advanced search option in Word on Windows with the More/Less button toggled to "More" and with the "Format" drop-down menu slected to reveal the "Font" selection. (Note that in some versions of Word, launching only the Find utility instead of the Find and Replace utility will not open the window with advanced options available. To launch the Find and Replace utility window, from the ribbon, click the "Home" tab, and in the "Editing" section of the Home ribbon, select "Replace"—or simply use Ctrl + H on your keyboard.)
    Word for Macintosh advanced search
    The advanced search option in Word for Macintosh (to launch the Find and Replace utility, from the menu bar, select Edit > Find, or press the Command key + F).

    If the advanced search option is used to search for text with certain formatting (e.g., italics) but the "Find what" field is left blank, the search will locate any text with that formatting. If, on the other hand, a certain formatting is selected (again, e.g., italics) and text is typed into the "Find what" field, the search will locate only instances of that particular text with that formatting.

    Paul Payne advanced search
    The advanced search option in Word on Windows set to search for only instances of "Paul Payne" in italics and to replace those instances with "John Smith" not in italics (in the advanced font options for the "Replace with" field, select the font style "Regular").

TexasBarBooks Contact Information

(800) 204-2222, ext. 1499
(512) 427-1499 (in Austin)
books@texasbar.com