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Showing posts with label Brand Protection. Show all posts
Showing posts with label Brand Protection. Show all posts

Friday, 25 July 2025

Protecting Word document branding

Thanks to Susan Harkins at TechRepublic (2022), I found out how to protect the branding in my Word headers and footers. As we all know, consistent branding and a good layout makes our Word documents more legible (plus looking more professional). While many organisations have templates for particular documents, the headers and footers which usually contain the branding are often unprotected, so we can inadvertently muck things up.

To prevent that, organisations are able to protect documents, but that doesn't necessarily extend to the header and footer. However, there is a process for doing just that: but it isn’t intuitive (NB: this fix doesn't work on the web version of Word as files "with enabled protection in any section" simply won't open).

OK: so we are in MS Word, our is document all ready to go with our desired branded headers and footers, and the process is as follows (Harkins, 2022):

  1. Toggle the Pilcrow - or paragraph mark - icon in Word (that's the icon that looks like this: ¶. Read more here). Doing this will make it easier to see what we are doing to our document
  2. Key Ctrl & Home to go to the very beginning of the document
  3. At the very beginning point we insert a page break so we can make header/footer changes: Layout | Page Setup | Breaks menu | select "Continuous"
  4. Next we protect the document. File | Info (left pane) | Protect Document | select "Restrict Editing" 
  5. Word takes us back to our document showing the Restrict Editing options (right pane). Under "Editing Restrictions", tick the option box, and select the default "No Changes (Read Only)". This means we have "protected the entire document: If [we] stopped right now, no one would be able to edit anything. That’s not what we want. We need to unprotect the body of the document" (Harkins, 2022).
  6. So to unprotect the body of the Word document we select everything EXCEPT the section header. We key Ctrl & Home to put our cursor at the beginning of the first line. Then we key Ctrl, Shift & End to highlight everything onwards from that section break we inserted in step 3
  7. Word will ask us for a password, so we should put in a simple password for now (e.g. "Word" or "pass"). Enter it twice and click OK. Later we will create something more secure
  8. Look for the opening and closing brackets at the beginning and ending, respectively, of the unprotected area (which we can see because we turned on the Pilcrow)
  9. Close the document, and reopen. Try to edit the header/footer area to check our password works. Seek feedback, make changes, then - once the document is approved for circulation - change the password to something more secure . Ensure the password is logged appropriately!
  10. We can now edit the headers/footers by entering the password and making the changes we need. And without the password, the header/footers cannot be changed. Only body of the document can be edited.

As Susan Harkins notes, the "solution isn’t intuitive, and, oddly, Word doesn’t offer an option for protecting only the header and footer" (2022). But thank you to Mrs Harkins once more, for a work-around that helps us do our work :-)


Sam

References:

Harkins, S. (2022, September). How to Protect Header and Footer Areas in Microsoft Word. TechRepublic. https://www.techrepublic.com/article/protect-header-footer-word/

read more "Protecting Word document branding"

Friday, 5 March 2004

Newsletter Issue 76, March 2004


Sam Young Newsletter

Issue 76, March 2004
Hi guys,
Interested in education reform debate? Then read What is Truth? below. Recently released articles and books are at the bottom of the article if you want to learn more.
A bit more on McDonald's interesting strategies for market share in  ...And Now a Word from our Sponsor
Don't forget, if you want to be taken off my mailing list, click here to send me a reply e-mail and I will remove your name.

What is Truth?

Recently I was reading an article about private school education from a religious organisation, about the criticism that private schools are receiving in the media and from government about "teaching dogma" and "indoctrinating" children. The article stated that, not only do private schools follow the national curriculum as well as their own, specialist subjects, but that state schools aren't free of dogma either, that our national curriculum is in fact far from neutral.
My initial reaction to reading this was "of course our national curriculum is neutral"; and then I stopped and really thought about it. Our national curriculum is in fact non-denominational, which most definitely does NOT make it neutral.
Our national curriculum demands that we teach evolution. This permeates all aspects of integrated teaching from the Arts to the Sciences; we read stories about dinosaurs to primary school children, we teach evolution in science and we use Darwinism as the core of our biological approach. I understand that those religions based on Judaism (maybe 60% of organised religions, including Jews, Christians & Muslims) believe in creation; that God created the world in seven days as per the book of Genesis in the Old Testament.
All children in New Zealand are supposed to be taught evolution as per the national curriculum, regardless of whether or not they or their families hold strong religious creation beliefs. As both our National and Labour governments - via NZQA - have overseen all aspects of education including the curriculum, criticism levelled at the government having a hidden agenda to further marginalise religious groups has some merit for consideration.
Perhaps we need to have some discussion around whether our national curriculum is neutral, whether it needs to be neutral, and if so, how we can make it more neutral... without going against accepted scientific and professional knowledge?
All this discussion, when too many of our young people are not getting a thorough grounding in literacy and numeracy; regardless of whether they believe in creation or evolution!
For those of you who want to read more, there has been several publications released in NZ recently on educational issues, promoting choice and reform in education;
  • Education Forum report, "A New Deal - Making Education Work for all NZers" (for a pdf download click here)
  • Deborah Coddington’s "Let Parents Choose" (for reviews click here and here)
  • Nick Smith with the National Party's "Schools of Excellence" (for reviews click here and to download click here)
  • Maxim Institute's Paul Henderson, "Vying for our Children" (for reviews click here and here)
Do the reading and find your own informed "place where you stand" on these issues.

...And Now a Word from our Sponsor

A bit of an update on the brand protection article in the last issue - have you heard about the push by McDonald's to sponsor Sesame Street?  This caused a furore in the States in late 2003.
It is completely understandable why McDonald's would want access to Sesame Street's audience of impressionable young children, but why would PBS want to deliver the children of America to McDonald's? Parents entrust their children to PBS TV because they are trustworthy. It is doubtful that enticing kids with junk food is part of that "trust".
McDonald's, in a statement, said its partnership with Sesame Workshop was part of its support for children's literacy. Pity they aren't more concerned about the health of these children once they grow up.
And also in 2003, McDonald's Corporation lost a class action to the effect that McDonald's had deliberately misled vegetarians by using animal fat in their French fries. Not only did McDonald's have to pay a $10m settlement, but they were to issue an apology and donate $6 million to vegetarian organisations dedicated to the "values of vegetarianism".
However, McDonald's have managed to slide out of having to pay the vegies; they have made recommendations that a large chunk of the settlement money should go to either non-vegetarian or to anti-vegetarianism groups. Huh? How did that work?!
McDonald's attorneys argued to the court that many vegetarians "eat fish and fowl" (umm? I thought that the whole point of being a vegie was that you DIDN'T eat meat?). McDonald's also successfully argued that a "vegetarian organization" could be an organisation that promotes meat and (interestingly) has a longstanding financial relationship with McDonald's, as long as that organisation promised to use settlement money to "benefit vegetarians"...
So McDonald's sautéed the vegies twice - once when they told porkies about including animal products in their products, and a second time when they promised to donate $6m to vegetarian groups but instead gave the dosh to their own suppliers. McPerfidy.

Reverse Order Autonum in Word

Ever needed to have reverse auto-numbering in a Word table for - say - a count-down or some sort of log document, where you have wanted to have the most recent changes showing at the start of the doc? 
Well, while you can autonum table rows using the numbered bullets, they only go in ascending order; ie can only start and 1 and work your way down. You can't go up. 
And with any sort of log, you want your numbers to go from top to bottom in descending order, and have the SAME row number permanently assigned to each item (all lines with an unchanging a unique identifier). And you want to add a new higher number in each new row at the top of the table, right where you can see it and not have to scroll down 90 years to where the document ends.
So how can we do that? Well, there is a way.
Let's suppose you have 407 rows. Try this: 
  1. Where you want the first number to appear, press Ctrl & F9. You will get two curly brackets { }
  2. Move the cursor inside the { } brackets and key Ctrl & F9 again. You should now have { { } }
  3. Fill in the field codes so it looks like { = HighNumber - { SEQ A} }
  4. Select all of the text { = HighNumber - {SEQ A} } & press Alt+F3. You've created an autotext entry. Name it whatever you like (eg revnum, for reverse numbering
  5. Where you want the second number to appear, type "rn" (no quotes) & press F3
  6. Repeat step 6 for each place you want the number
  7. Press Ctrl+A to select the whole document
  8. Press F9 to update all the fields.
All done!
 
TLAs for SMEs

Here are this newsletter's TLAs for you;
  • WLAN, Wireless Local Area Network. Wireless LANs are tipped to replace cabled LANs for businesses with remote offices, but they have to have access to good communications services to be effective
  • LOL, Lots of Laughs. Internet short-speak

Please feel free to email me with any TLAs that you want to get the bottom (meaning!) of.

Short+Hot Keys... and now tips
All those hotkeys for you again, but this time we are "minusing" as well;
  • Access "Remove the selected data column from the query output" - (Minus)
  • Access & Excel "Delete the current record/selection" Ctrl & - (Minus)
  • IE "Zoom out" Alt & - (Minus)
  • Frontpage "Apply subscript formatting" Ctrl & - (Minus)
  • Outlook "Switch to week view when using general keys for moving around in day/week/month view" Alt & - (Minus)
  • Outlook "Collapse selected group" NUM & - (Minus)
  • PowerPoint "End a slide show" - (Minus)
  • PowerPoint & Word "Collapse text below a heading in document outline" Alt & Shift & - (Minus) NUM
  • Word "Customize Remove Menu Shortcut" Alt & Ctrl & - (Minus)
  • Publisher & Word "Add a non-breaking hyphen" Ctrl & Shift & - (Minus)
  • Publisher "Add an optional hyphen" Ctrl & - (Minus)
  • Windows "Display the system menu for MDI programs" Alt & - (Minus)
  • Windows Explorer "Close everything under the current selection when working in Tree View or collapse the selected folder" NUM & - (Minus)
Hot Linx
Need to check the weather before you leave town (wise, these days!). Then the Met Office have the right page for you at http://www.metservice.co.nz/forecasts/short.asp
Want to know any weird tips about US product uses? Then check out http://www.wackyuses.com/index.html. Also see Kiwi shoe polish at http://www.wackyuses.com/wf_kiwi.html
Needing a street address for business or residential customers in the UK? Then check out the white pages at British Telecom here or yellow pages here
Travelling for business & want to know what to expect at your destination? Then this xtra site, while only really focused on NZ & Oz so far,  might be of assistance to you. Go to http://xtramsn.co.nz/travel/0,,11311,00.html 

                                Catch you again soon!! E-mail your suggestions to me here
read more "Newsletter Issue 76, March 2004"

Friday, 6 February 2004

Newsletter Issue 75, February 2004


Sam Young Newsletter

Issue 75, February 2004
Hi guys,
Well, hope you are all coping with the wet/dry, wet/dry conditions this summer. Not the most pleasant, so perhaps it is time to catch up on a bit of professional development? If so, then check out Peter Drucker - Top Management Guru below.
We take a bit of a look at brand protection from the "Big Boys" in What's in a name? 
Don't forget, if you want to be taken off my mailing list, click here to send me a reply e-mail and I will remove your name.

Peter Drucker - Top Management Guru

For those of you who haven't heard of Peter Drucker, he is considered by management aficionados to be one of the best management theorists on the planet; and, according to Suntop Media's 2003 list of the world’s most influential living management thinkers, is rated as number one.
To determine who was the most influential global management guru, over the past two years the Thinkers 50 team emailed hundreds of business people, consultants, academics and MBA students throughout the world. In addition, visitors to the Thinkers 50 Website, www.thinkers50.com, have also answered the question, “Who is the most influential living business thinker?”. The hundreds of votes were analysed and a list of 82 contenders who met the media profile criteria (ie had coverage in the past two years) was compiled.
An expert panel then ranked the 82 against ten criteria: originality of ideas, practicality of ideas, presentation style, written communication, loyalty of followers, business sense, international outlook, rigor of research, impact of ideas and the elusive “guru factor.”
For Peter Drucker, at the advanced age of 90, to achieve his position as the most influential management guru in the world, he had to head off Michael Porter, Harvard's creator of the Competitive Forces business model at number two, Tom Peters, ex McKinsey man & entrepreneur at number three, Gary Hamel, visiting Harvard and London Business School professor at number four, and, finally, Charles Handy, British oil executive turned academic and populist social philosopher at number five.
I am sure that Dilbert fans will be pleased to know that creator Scott Adams is an influential management thinker, in 27th place. Richard Branson, of Virgin fame, strolls in at number 34.
People to watch include the emotional intelligence champion Daniel Goleman, making an impressive debut at 29th (the highest newcomer to the 2003 ranking), followed by Naomi Klein, author of the best-selling "No Logo" in 30th place.
If you haven't heard of Peter Drucker before, you may also like to read one of his articles "Beyond the Information Revolution" at http://www.theatlantic.com/issues/99oct/9910drucker.htm. For more information about Peter, go to http://www.pfdf.org/ or http://www.peter-drucker.com/.

What's in a Name?

I am not sure if you remember, but there was a chap in NZ's North Island - Hamilton, I think it was - whose name was Harrod. He ran a greengrocers shop. No problems there. Until he started using green plastic grocery bags with "Harrod's" on the side of them in a yellowy-gold upright script font. Then Harrods Department Store came down on him like a ton of bricks for "passing off". He got a cease-and-desist-or-we-will-nail-you-to-the-wall notification from Harrod's legal eagles.
What it comes down to is that you can't use someone else's brand to leverage your own. Sounds quite sensible, doesn't it; if a company has gone to all the effort and cost of building their brand, then another company who has not made that investment shouldn't be able to springboard off that.
But, while brand protection is all very well, I think there is a line that needs to be drawn between legitimately protecting your brand and rampant corporate stupidity. And some incidents of brand protection of which I have recently heard, do indeed fall into the rampant stupidity box;
Microsoft
Microsoft's legal-beagles are harassing an American teenager called Mike Rowe who has set up a web site with the name "MikeRoweSoft.com". MS would have a justifiable concern if this were any attempt at passing off, but it is not so. The youngster's name IS Mike Rowe and his web site isn't even remotely pretending to be Microsoft. Microsoft went in boots & all threatening the teenager and then offered to pay him US$10 for his site as a "good faith effort". If he refused, they would take his website away through the courts. Nice. 
Surely Microsoft could just have made a polite request to Mike to put a disclaimer on his website stating that it's not related to Microsoft?
If making these kind of unreasonable demands is called a "good faith effort" by Microsoft, then crikey, I don't think I would like to see them play hard ball. Why not go all the way and sue the Rowe's for giving their child a misleading name?
McDonalds
Should McDonald's be allowed to have a monopoly over the prefixes "Mc" and "Mac" on all food products or restaurant services, on the basis of its worldwide reputation for using the names? In the "McChina" case, Frank Yuen opened a Chinese restaurant and called it "McChina Wok Away" (the "Mc" prefix meaning "son of" ie - son of China). McDonald's tried to prevent him from registering this as a trademark, on the basis that there was "a strong likelihood of deception and confusion amongst a substantial number of persons". This was disallowed as the "McDonald's" trade mark "has no Oriental flavour about it" and there unlikely to be any confusion between "McChina Wok Away" and McDonald's customers. 
The judge went on to surmise that McDonald's was seeking to monopolise all uses of the prefixes Mc and Mac in relation to food or restaurant services. Now THERE's a surprise....
The courts recognise that by including common surnames as trademarks they may well be preventing the registration of an individual's own name; ie like a person called McDonald registering their own name and infringing the McDonald's Corporation's trademark. But what about in another country?
McDonald's wanted to open its first store in Jamaica, and found a "McDonald's" restaurant had been operating there since 1971. So what did McDonald's do? They issued a restraining claim on the defendants, which virtually disabled the defendants from operating their business interests, accused them of purposefully using the "McDonald's" name, logo and presentation as an attempt to exploit the name of McDonald's international and that the continued usage was 'damaging' to McDonald's Corp in Jamaica. Despite the small - and obviously unimportant - facts that McDonald's had never operated a store in Jamaica and the Jamaican McDonald's branding had remained virtually unchanged since their opening in 1971.
The judge ruled that McDonald's Corporation was banned from opening any stores in Kingston, Jamaica until the full legal action was complete.
Not only has McDonald's has made a fool of itself by trying to stop members of the McDonald clan establish legitimate businesses in that famous name, but it has tried to stop people expressing their opinions about them as well.  
In the 1997 "McLibel" Case, two English environmental activists, David Morris and Helen Steele, distributed in 1989 a leaflet entitled "What's wrong with McDonald's?", alleging that McDonald's poisoned central American rainforest to create cattle pasturage with lethal chemicals, criticised their lack of recycling and cruelty to animals, stated they had poor industrial relations policies. They also claimed McDonald's food contained no nutrition and contributed towards the incidence of diseases like bowel cancer and heart disease, and claimed its advertising deliberately manipulated children (all of which, in my opinion, are quite legitimate criticisms of the fast food giants). 
In response, McDonald's filed an action in defamation; and what ensued was the longest case in English legal history. The defendants were both (a) unable to obtain legal aid and (b) so poor they had to defend themselves. The trial lasted 313 days and the defendants defended themselves very creditably.
On those few points that Mr Morris and Ms Steele lost, McDonalds were awarded surprisingly low damages of £115,000 (which neither of the defendants can pay, I might add).
But, in this "David & Goliath" battle, McDonald's received a lot of bad PR coverage in the UK as the very nasty Goliath. McDonald's would have been far wiser to have sat down and thought about the cost of bringing the litigation and the inherent detrimental PR that the case would generate before they embarked. They could have just ignored Mr Morris & Ms Steele. Two greenies do not a serious threat make... if ignored.
This stuff makes the big corporates look like bully-boys - or worse, a laughing stock. And anyway, did their mothers never tell them that imitation is the sincerest form of flattery?!

Inserting Common Fractions

While most font sets include numerals - 1, 2, 3, 4 and so on, you may not know that almost all fonts also include built-in symbols for the three most commonly used fractions - 1/2, 1/4, and 3/4.
Each of these three fractions are a single, entire character, just like an "a"; not three characters (ie a shrunk and superscripted numerator, a forward slash changed to a hyphen and a shrunk subscripted denominator). 
If you ever find that you want to put one of those three fractions in any document, first look for the Insert | Symbol command in whatever programme you are using. Insert Symbol is by far the easiest way to stick a fraction in a file. 
However, if you are using WordPad, Notepad, MS Paint or other venerable programmes you will need to follow these instructions to insert the three common fractions;
  • Go to Start | Programs ("All Programs" in XP) | Accessories | System Tools | Character Map. The Character Map screen will open and looks remarkably like the symbol dialogue box in Word
  • Look for & double-click on the fraction you want
  • Click the Copy button 
  • Alt & Tab back to the application you're trying to put the fraction in
  • Put your cursor where you want the fraction to go
  • Ctrl & P or use the paste tool
Unfortunately, beyond these three basic fractions, not many fonts have additional built-in ones - like 1/8, 2/3 or 3/16. Some of the Unicode fonts do; you just need to be careful who else will need to read the file as they will probably not be able to see the Unicode font character that you have inserted - if the person receiving the file doesn't have that particular font on their PC, the machine will replace it with something else (and who knows what that could be!), which may or may not be legible!

TLAs for SMEs

Here are this newsletter's TLAs for you;
  • ERP, Enterprise Resource Planning. Amalgamating company information systems to more closely bind various functions like HR, stock and financials AND simultaneously linking the company to customers and vendors.
  • CMS, Content Management System. Allows company employees to publish new content to their web sites, controlling both internal & external company information. 
  • NIMBY, Not in My Back Yard. Use for all new proposals at the Council; hydro-schemes, open-cast mining applications and logging!
  • NOTE, Not Over There Either. Ditto

Please feel free to email me with any TLAs that you want to get the bottom (meaning!) of.

Short+Hot Keys... and now tips
All the Function keys for you again, this time we are working with keys to lay out a PivotTable or PivotChart report;
  1. Press F10 to make the menu bar active
  2. Press CTRL & TAB or CTRL & SHIFT & TAB to select the PivotTable toolbar
  3. Press the LEFT ARROW or RIGHT ARROW key to select the menu to the left or right or, when a submenu is visible, to switch between the main menu and submenu
  4. Press ENTER (on a field button) and the DOWN ARROW and UP ARROW keys to select the area you want to move the selected field to
NB: To scroll to the top or bottom of the field list, press ENTER on the More Fields

Hot Linx
Getting your website ready for publication and want to know what keywords you should be entering? Then check out this site to check your phrases at http://inventory.overture.com/d/searchinventory/suggestion/
Wanting a short & potted chronological history of nearly anything? Then this is probably the site for you. Check out http://www.historyworld.net/default.asp. I enjoyed the timelines at http://www.historyworld.net/timelines/existing.asp
And for anyone wanting to check the American take on grammar, punctuation and other aspects of English, go to http://www.press.uchicago.edu/Misc/Chicago/cmosfaq/ (this site is very good)
Soup anyone? Tap-dance your taste buds through this lot at http://www.joyofsoup.com/ 

                                Catch you again soon!! E-mail your suggestions to me here
read more "Newsletter Issue 75, February 2004"