OSB Professional Liability Fund

  • Video: How to Remove Metadata from a Word or PDF Document

    August 03, 2018

    This short video shows you how to remove metadata from a Word or PDF document. Metadata is data stored in an electronic document that is hidden from immediate view. The information that is out of view, but attainable, sometimes includes information that is confidential or prejudicial to your client. PLF Practice Management Advisor Rachel Edwards explains how to use this important process for making sure you don’t accidentally reveal confidential information.

    by Rachel Edwards

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  • Video: How to Use the Windows Snipping Tool

    August 03, 2018

    This short video shows you how to use the Windows snipping tool. The snipping tool allows you to capture a portion of what is seen on your computer screen, such as a picture, a paragraph from an article, or contact information. PLF Practice Management Advisor Sheila Blackford leads you through how to capture something using this tool and how to use the tool’s additional functions such as highlighting text, adding text, and emailing the captured information.

    by Sheila Blackford

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  • Video: How to Create a Pleading Template in Word

    May 22, 2018

    This video shows you how to create your own pleading template from scratch and describes the benefits of creating your own versus using a standardized template. Former PLF Practice Management Advisor Jennifer Meisberger walks you through each step of the process, including creating the title, caption, body, line numbering, footer, and then saving the template.

    by Jennifer Meisberger

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  • Video: How to Use the Signature Function in Outlook for Email Signatures and Templates

    May 15, 2018

    This short video shows you how to create different signatures in Outlook. PLF Practice Management Advisor Sheila Blackford leads you through the simple process of how to create and customize your signature and also how to insert an electronic business card, a picture or logo, and a hyperlink to your social media accounts.

    by Sheila Blackford

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  • Video: How to Create a Transparent Personal Electronic Signature

    May 08, 2018

    This video shows you how to create a standalone electronic signature that you can insert into Word documents. PLF Practice Management Advisor Rachel Edwards gives you step-by-step instructions on how to create, crop, sharpen, resize, and save your signature, as well as how to include your typewritten name and firm name in the signature.

    by Rachel Edwards

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  • Video: How to Use Quick Steps in Outlook

    May 01, 2018

    This short video shows you how to save time by using Outlook’s “quick step” feature for tasks like making appointments and sending emails to groups. PLF Practice Management Advisor Hong Dao gives you step-by-step instructions for making use of this quick and useful function.

    by Hong Dao

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