blog

blog

Save Time With Microsoft Office Quick Parts

Print Friendly, PDF & Email

Accountants and consultants spend a great deal of time drafting documents and correspondence. Microsoft Office has built-in features to speed up the drafting process. Microsoft Office has a feature called Quick Parts, which builds upon the AutoText feature from earlier Office versions.

Quick Parts enables you to save selected text or graphics for quick insertion into a Word document or Outlook e-mail message without having to retype the selection or cut and paste. Quick Parts can be used to save text you use time and again, such as standard responses to client inquiries, electronic signatures and commonly used contract clauses.

To use Quick Parts, first select with your cursor the text or graphic you want to save for later use. Next, click on the Quick Parts button located in the “Text” group of commands on the Insert tab of the Ribbon. Then, select the “Save Selection to Quick Part Gallery” option (Note that for easier access you can add the Quick Parts button to the Quick Access Toolbar by right-clicking on the Quick Parts button and selecting the “Add to Quick Access Toolbar” option).

A “Create New Building Block” window will next appear to organize your selection for later insertion. Type the name of your selection in the “Name” field. Then, choose where your Quick Parts entry will be saved by selecting a gallery from the “Gallery” drop-down menu. You may want to save your selection in the default Quick Parts gallery or another location such as the AutoText gallery. Next, using the “Category” drop-down menu, either choose an existing category for your entry or create a new one. You can add notes about your entry in the “Description” field. You may use the “Save in” drop-down to save your entry in a certain template.

Another way to insert a Quick Parts entry is to use the Quick Parts button. By doing so, text or graphics you saved in the Quick Parts gallery will show up as previews, and clicking on the preview of your choice will insert that selection into your document.

A third way to insert a Quick Parts entry is to use the “Building Blocks Organizer” option. In Word, that option is located on the menu of the Quick Parts button. To access the option in Outlook, first click on the Quick Parts button, then right-click on any preview and select the “Organize and Delete” option. This will bring up a “Building Blocks Organizer” window, which lists all of the available Quick Parts entries. Clicking on the listed entry you seek will prompt a preview display, and clicking on the “Insert” button will insert your selection into your document or e-mail message.

From the Building Blocks Organizer window you can also edit certain entry characteristics, such as entry name, gallery location and category.

When editing the text of a Quick Parts entry, you must save the modified text using the same name, category and gallery location as the original. When prompted with the question, “Do you want to redefine the building block entry?” answer “yes.”

To access your new Quick Parts entries later, be sure to save your changes to a template before closing Word or Outlook. You will be prompted to do so when attempting to close the programs.

It’s important to note that the Quick Parts entries you create in Outlook do not automatically appear in Word and vice versa. Entries are saved in the program you used to create them. To use the same Quick Parts entries in both Outlook and Word, you can copy them manually.