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Template Library
The OfficeArrow template manager is a robust tool to help you put together professional business documents and presentations. In order to make the most of the tool, there are several things that you should be aware of.

Using OfficeReady Templates
Using Additional OfficeReady Tools
1. PDF Roundtrip
2. Mail Merge
Additional details and help are available here:

OfficeReady Manual
1. Downloading and Installing the OfficeReady application
  
  OfficeReady is a template manager that is required to access OfficeArrow Premium Templates. The first thing you will need to do is download the application (80mgs) and install it the same way you would any Windows desktop software
  
  Click HERE to access the software for download. Once the installer has finished downloading, double-click it to install the OfficeReady software. When the installation is complete, a shortcut will be placed on your desktop. Double-click the shortcut to get started.
2. Creating a Data Profile
  
  The first time you launch the OfficeReady template manager, you will see this prompt, asking you to create a profile:
  
  OfficeReady requires at least one profile be set up before it can be used. Click "Start" and the next screen you see will display profile fields (company name, address, phone, company logo, etc). You don't have to complete this now, but you will have to at least fill out the "profile name" field and save the profile. If you choose, you can complete the profile information now or just name it and save it, and return at a later time to complete the information by selecting the "Profiles" link at the top of the OfficeReady screen and then editing the profile you named and saved.
  
  The data profile is used to apply your business information and branding (name, address, phone, logo, etc.) to the Premium Templates. Many of the OfficeReady templates have some or all of the fields you see on the data profile, and the profile can be "applied" to the template to automatically fill in company name, address, phone numbers, logo, etc. This eliminates the need to continually retype common information and lessens the chance for mistakes. You can create multiple profiles to use for different departments, multiple office addresses, etc. You do not need to apply a profile to a template, but if you don't, you may have to manually enter the information on the template, or else remove the fields (you wouldn't want your document to say "Company Name Here" in the corner!)
3. Start Using OfficeReady Templates
  
  Using the Premium templates couldn't be easier - simply launch the OfficeReady application, and scroll through the template categories on the left. When you see a template that you want to use, simply click on it. The first thing you will see is the following dialog box:
  
  If you want to use a profile you just created, find it in the dropdown list and click "Apply Profile". If you don't want to use a profile you don't have to. If you want to always use the default profile you created, click the appropriate box and you won't see this pop-up anymore. If you choose not to be asked about applying the profile, click that box and you won't see this pop-up anymore, but you will still be able to apply a profile later if you choose.
  
  Once you have made your choices from this dialog box, the template you chose will open in it's appropriate application (i.e. Word templates will open in Word, Excel templates will open in Excel). The template will open unnamed, and from here you continue working in the appropriate program. You may close the OfficeReady application and complete your document in the program it opened in.
4. Working with OfficeReady Templates
  
  Working with the templates within Word or Excel is very straightforward. In most cases, you will be typing over place-holder copy such as "This is paragraph text" or "this is a list item". (*Always make sure to print your document and proof read it to be sure you have over-typed or deleted any place-holder copy before you send it on to others in your organization!).
  
  Adding photographs or other images to a template is as simple as clicking on the "socket" icon and following the Windows prompts to locate the image file on your computer.
  
  Additional tools to manipulate your templates are conveniently added directly to Microsoft Office. Look under the "Add-Ins" tab and you will see new OfficeReady icons that give you direct access to template management functions.
  
  Available options include
  - Accessing the OfficeReady application
  - Add a photo socket
  - Replace a photo socket
  - Add a Photo
  - Convert to PDF
  - Change color profile
  - Apply a profile
  - Add embelisments (i.e. word balloons, stars, ribbons, etc)
  - Get Help
5. Downloading additional Premium Templates
  
  The OfficeReady template manager comes with 15 premium templates installed, but OfficeArrow Silver and Gold Subscribers are entitled to download additional templates from the Productivity section on the website. The Documents and Templates section of the Productivity section contains hundreds of additional templates that work with the OfficeReady application. Find the templates you want and download them to your computer desktop - the files will download as "filename.ortg" files. Then simply double-click on the file and it will "install itself" into the OfficeReady application. Next time you open OfficeReady you will be able to find and use the template you just downloaded. If OfficeReady was already open, you will have to close it and re-open it to see the new template. If you download multiple templates (.ortg files),
6. Using Color Themes
  
  Most of the premium templates are designed with a color scheme. You may like a template but not be crazy about the colors, or you may want to use your corporate colors to help present a more professional look. To change the colors once you are in Word (or Excel), click the Color Wheel icon shown above in the "Add-Ins" and you will see a dialog box that looks like this:
  
  The "Current Colors" column will show you all the colors being used in the template you are editing. Simply drag basic colors (or create your exact custom colors with CMYK or RGB values by clicking on the "More Colors" button) from the right onto the corresponding "Change Color to" boxes, click "Apply", and the template colors will change to whatever color scheme you want. You can also create a pre-defined color theme for your corporate colors by selecting the "Manage Color Themes" button at the top left of the OfficeReady application window and filling the color blocks under "Create a New Theme". Just name it and save it, and it will be available to you from then on.
Additional OfficeReady Tools.
1. PDF Roundtrip
  - PDF Roundtrip is an OfficeReady utility that works in "both directions".
    - "Convert Office to PDF" allows you to create PDF files out of any Microsoft Office file (Word, Excel and Powerpoint only).
    - "Convert PDF to Word" allows you to take any PDF file (regardless of it's original program) and convert it "back" to a Microsoft Word file.
  - PDF Roundtrip is accessed along the top toolbar on the OfficeReady software. Launch OfficeReady and select one of two options under the "PDF Roundtrip" menu
2. Mail Merge
  - OfficeReady provides sophisticated mail merge functionality that works in conjunction with mailing lists that are manually created or are imported as CSV or tab-delimited files, Microsoft Access database files, or Microsoft Outlook Contact Lists.
  - Using the Mail Merge functionality is a multi-step process:
    - You must first create and save a mailing list within OfficeReady
    - Then highlight a template that you want to use and select "Mail Merge - selected template" under the Mail Merge menu (NOTE: Mail Merge is only available with Microsoft Word templates)
    - Select one of your saved mailing lists and click 'next'
    - Select all contacts you want to merge, and click 'next'
    - Apply a profile if necessary, and click 'next'
    - The template will open in Microsoft Word with some additional menu items shown under the Add-Ins menu:
    - The additional menu items "Insert Merge Fields", "Preview", "Merge to Printer", and "Add/remove Contacts". Note that Microsoft Word provides the same options under the "Mailings" menu tab:
    - You must insert "Mail Merge Fields" into your template in order to use the Mail Merge function. These are not the same fields that the Profile tool populates, so be sure to add the merge fields based on your document needs. All the fields that are available to create when setting up a mailing list are available to insert into the document, though not all fields are required - just what you need for your particular business task.
    - Once the fields are entered, you can use the Preview arrows to step through all the records in the mailing list to be sure the template displays the information properly.
    - If you are satisfied with the results, you may "Finish and Print" to a local printer or to multiple Word files or PDF documents, to be emailed or printed somewhere else.
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OA Library by Books 24x7
Books 24x7 is an on-line library of books, training videos, and other documents to help learn critical business skills, receive training on office software and to grow and expand in your career.. When you access the Books 24x7 website, you will see a "Browse by Topics" option on the right, and some folders/collections listed on the left.
- Access the library from the Books 24x7 Subscription link under Online Resources on your Dashboard
- The "Browse By Topics" menus on the right give access to the entire available collection, categorized by topic. Selecting topics will show subtopics and selecting subtopics will show all the material in that category.
- Under "View By:" "Office Topics" give you access to many different books on a variety of office topics. Choose to "View By:" "Videos" to see all of the career and personal development videos available to you.
- For each book listed, you may click on it to access the content, or you may click on the accompanying folder icon to "Add to Personal Folders" (the "Default" folder is the first option to place the book, but you may create any folder structure you want). Adding books to your folder(s) creates a sub-set that you can access quickly at a later time.
- Clicking on the "MY HOME" tab at the top will always return you to the main screen where you can see your folder options on the left side. The main section of the page will show you the most recent books and videos you have viewed, and the folder options on the left will show you the collections you want to save.
- Within any book, you can add bookmarks and notes via the "Browse Tools" menu in the yellow bar at the top of the screen. You can also share books you like with other Books 24x7 members.
- Videos may also be shared, and many include transcripts that you can download.
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Premium Articles & Contributors

OfficeArrow works with well know experts in various fields related to productivity, networking, business development and personal empowerment. Content from these authors is indicated by a green star in the Table of Contents and by a green bar within each article. These articles are spread throughout the site in a variety of categories depending on topic, but all the premium articles are available for quick review by following the link on your dashboard under the Membership Features/OA Essentials section. There, you will also find brief biographies of the authors, as well as links to their pages on our site, where you can learn more in depth information about them and the services that they can provide to you, with special discounts for OfficeArrow members, and even deeper discounts for Premium Members. Many offer One on One Career Counseling and Engagement Speaking Services.
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Podcasts

Listen to our podcasts and enjoy a whole different side of OfficeArrow! Each episode offers something unique and original - something you won't find anywhere else on the web. You can get to know subject matter experts in a variety of fields through in-depth interviews or even learn a new skill! Strap on those headphones and get started today.

What is a podcast?

A podcast is a series of audio files distributed over the internet to portable media devices (like iPods) and personal computers. If you find a podcast you really love, you can even subscribe to it and have the episodes downloaded automatically to your computer when new content is published.

What do I need to get started?

All you need is a computer, an Internet connection, and an audio player of some kind (FREE ones include iTunes, Quicktime, or Windows Media Player). You only need an iPod or other mobile mp3 player if you want to listen to your podcasts when you're away from your computer (i.e. while working out, walking the dog, etc.)
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Webinars

Each quarter, OfficeArrow will be hosting a Premium Webinar dealing with timely topics and critical skills training. These events are opportunities to broaden your knowledge and interact directly with the OfficeArrow team and fellow members to develop your skills and further your career.
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Videos

OfficeArrow is adding new video each month for the education, career development and entertainment of our Premium members. Click here to see all of our interesting and instructional videos.
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eNewsletters

Each week the team at OfficeArrow produces a newsletter that is emailed to all of our members. Once a month we'll also be producing a special Premium newsletter for our premium members. All of these newsletters will be archived here so that you can go back and review all the old issues of the newsletter. Premium newsletters feature the green "Premium" icon to denote that they can only be watched by OfficeArrow Premium members
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RollCall Conferencing

RollCall Conferencing provides sophisticated teleconferencing services to support remote meetings and group collaboration. A RollCall representative will contact you shortly after becoming an OfficeArrow Silver or Gold Member to set up your personal teleconferencing account, phone number, and PIN access. He or she will answer any questions you have and will explain how to get help with their service if you need it in the future.
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PGI Desktop Faxing Service � Fax2Mail
PGI Desktop Faxing Service allows you to send and receive faxes without a traditional fax machine. Shortly after becoming a Silver or Gold Member, you will receive an email from Fax2Mail establishing your fax account. Our Premium Members get 40 free fax pages each month as well as a free online account.

The fax service is easy to use and more secure than traditional fax options.
- All faxes are received via the user's email in the form of an attachment. Only the intended recipient has access to the fax. Faxes can be forwarded or filed by the recipient.
- Documents are sent to the recipient's fax machine by attaching them to an email message or using the "Send To" function. This eliminates the need to print and later dispose of a potentially sensitive document.
- All inbound faxes are stored on a secure website for 30 days to protect against computer outages. Paper documents can be treated like electronic files - they can be viewed, printed, forwarded, stored or deleted.
- The Fax2Mail website allows easy management all of your fax documents in one place. You can monitor outgoing and incoming faxes, send faxes immediately or schedule for future delivery. You can import, store, retrieve and edit recipient lists, modify user profiles, turn features on and off - and track delivery.
- Fax2Mail integrates with Microsoft Office by offering a "New Fax" icon that will appear in the "Add-Ins" tab in Office, allowing you to instantly fax any document you are working on to anyone in your Office address book.
- Fax2Mail Mobile allows users to print or fax any type of attachment to any fax machine from their mobile device.
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Learn.com Training Courses

OfficeArrow has partnered with Learn.com, the worldwide leader in on-demand education, to provide you with a select group of courses to improve your skills and productivity.

Simply click on the Learn.com link located on the right hand side of "My OA" and it will take you to your personal start page on Learn.com. There you will see the courses available to you through your premium membership. Simply click on the courses to check them out and start learning!

You'll also see 3 "Job Profiles" created especially for OfficeArrow Members. These profiles contain a well-rounded curriculum of select courses that we recommend for you to remain tops in your field. Each OA Certified Profile is discounted to give you the highest degree of learning at a very affordable price.
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YouSendIt

YouSendIt specializes in the most widely used solutions for sending, receiving and tracking large digital files. With more than 10.2 million users and nearly 2 million downloads weekly, YouSendIt is for the busy office professional who needs a reliable and secure delivery of their time-sensitive data without the limitations of email attachments, FTP connections or overnight delivery services. Bronze Members get YouSendIt Pro while Silver and Gold Members receive YouSendIt Business Plus as part of their memberships. Please visit your dashboard for your special activation code. Learn more at www.OfficeArrow.com/YouSendIt
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Jigsaw

With a directory of more than 19 million business contacts, Jigsaw is the world�s largest database of up-to-date, downloadable and complete contact and company information. One million users add or edit more than 25,000 contacts each day continuously enhancing the quality, content, and scope of Jigsaw�s world-class directory. Silver Members receive 25 and Gold Members receive 50 free contacts included with their memberships. Please visit your dashboard to use your free contacts. To learn more about Jigsaw, visit www.OfficeArrow.com/Jigsaw.
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PayChoice Payroll Solutions

Designed for the small business that wants to eliminate the hassles of payroll and tax administration and, instead, focus on growing and managing their business. Whether you have one employee or one hundred, PayChoice can create the right payroll solution for your company. Gold Members can purchase services at 15% off regular pricing. Visit www.OfficeArrow.com/PayChoice for more information.
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HR & Benefits Essentials

HR & Benefits Essentials is a comprehensive online reference library composed and maintained by employment lawyers, accountants and HR experts so you can be more proactive and knowledgeable. Gold Members receive complete access to the entire site from their dashboard. Other members can purchase access separate from their membership. Visit www.OfficeArrow.com/hr_benefits_essentials for more information.
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Get more from OfficeArrow!

Get the most out of your membership!

Template Library

Using OfficeReady Templates

Using Additional OfficeReady Tools

Additional details and help are available here:

Additional OfficeReady Tools.

OA Library by Books 24x7

Premium Articles & Contributors

Podcasts

What is a podcast?

What do I need to get started?

Webinars

Videos

eNewsletters

RollCall Conferencing

PGI Desktop Faxing Service � Fax2Mail

Learn.com Training Courses

YouSendIt

Jigsaw

PayChoice Payroll Solutions

HR & Benefits Essentials