In editing documents we use styles.
Styles are a functionnality of microsoft word which we use in the editing process. This is a collection of text and paragraph formats. These formats are saved as a collection, given a name, and applied to text. For heavy-duty formatting, styles save time.
When you want to work in our documents, understanding the styles may help you navigate correctly and work efficiently.
We also use Cross references. Cross–reference are another functionnality of Ms Word. They allow you to link to other parts of the same document. For example, you might use a cross–reference to link to a chart or graphic that appears elsewhere in the document. The cross–reference appears as a link that takes the reader to the referenced item. When you modify a cross reference, please use the cross references or work in track change.
We assume that our client are aware of word versioning and reviewing functions, including how to display and delete called track changes. Please do not hesitate to reach out in case you would like to know more about it.
In our quest for efficiency and for cost effectiveness, our written briefings can include documents markups, which comments in the the margin. these documents are meant for our client and, in their interest, should not be communicated to third parties, unless this is specificially mentionned.
When you correspond with us in the mark-up, using MsWord.
Sometimes, a person sends us information in different qualities, as a private indiviual or as a member of an organization. Sometimes, the a person’s membership with an organisation can change. That person can no longer be a member of said organization. In that case, you should always formally notify us of a change, for us to update our records.
This can be very important for us to avoid contacting you on a wrong address.
Please note that we deny any liability in case you fail notify us an address update.
Over the course of a file, there are many occasions for you to provide us with a lot of documents. The full principles below would help us to organize best our work :
- upload documents directly in the right file via the client extranet ;
- please do not bcc us but forward us emails.
- when you forward an email that you received or sent, send it to us as an ‘attachment’
- when you send us a scan, please do not send the pages separately.
If you have questions about the above, we are happy to assist you.
Our work for clients is organized in files. Each mission relates to one file. Each file has a specific name and number for ease of reference.
Good client pratice are to :
- mention our references in the subject line of all communications.
- send one email for each file and do not mix them as much as possible.
In order to help clients remember the file numbers, a file info sheet will be available, listing for each of the “General” files the list of subject sub-files, and, for each of them, their name and number, as well as the “file comment” field summarizing the issue of the file.
A full list of filnames is also available in the extranet, if you have this service.