Industry-Specific Training

Over the years, we’ve found consistent patterns in the use of different software products with particular jobs. Below are some of the industry- and role-specific courses we’ve outlined in the past:

What we can teach

Professional-quality law documents – pleadings, agreements, and other specialized Word files – each require their own specialized template. At Knack Training, we specialize in partnering with you to construct the perfect files, and to demonstrate the tools necessary to add Tables of Authorities, line numbering, legal blacklines, and more. Especially if your office is still transitioning from WordPerfect – this class will clear up a number of mysteries for you.

Formatting and Content

  • Buttons, Ribbons, Tabs, and Tool tips
  • Working with Styles
  • Building Custom Styles
  • Document Map Navigation
  • Creating a Pleading Caption
  • Bullet and Numbering Styles
  • Outline Numbering with List Styles
  • Control Copy-and-Paste Formatting
  • Automatic Text
  • AutoCorrect Options
  • Legal Symbols
Structural and Reference

  • Headers and Footers
  • Section Breaks and Page Breaks
  • Aligning with Pleading Line Numbers
  • Search and Highlight
  • Using Tables
  • Using Word’s Legal Templates
  • Constructing Custom Legal Templates
  • Adding Cross-References
  • Working with Bookmarks
  • Generating a Table of Contents
  • Citations and Tables of Authorities
  • Creating a Pleading Index

  • Track Changes
  • Adding Comments
  • Comparing Documents and Using Legal Blackline
  • Controlling Metadata and Security

Financial professionals – accountants, analysts, tax preparers – use Excel to build budgets, financial models, and other sophisticated templates. Unfortunately, the realities of training level, available time, and the number of hands touching the spreadsheets usually turns these documents into cobbled-together messes. In these modules, you’ll find real-world best practices, like building dynamic named ranges, using a variety of lookup functions, and creating reusable templates. Don’t wait for your spreadsheet to crumble under its own weight.


  • Navigation, Selection, and Editing Shortcuts
  • Proper List Layout
  • Working with Themes and Styles
  • Using Absolute and Relative References
  • Adding Named Ranges and Table Ranges
  • Text Cleanup Functions
  • Text to Columns and Flash Fill
  • Paste Special Techniques

  • Sorting, Filtering, and Subtotals
  • Building Pivot Tables
  • Adding Calculated Fields and Items
  • Dashboard Layouts with Slicers and Timelines
  • Drop-Down Lists
  • Conditional Formatting
  • Data Validation
  • Leveraging the Excel Data Model
  • Charting Techniques

  • Working with VLOOKUP and INDEX/MATCH
  • Double-True VLOOKUP Technique
  • Using IF, AND, and OR Functions
  • Nesting the IFERROR Function
  • Mapping Tables
  • Using Array Functions
  • Recording and Editing Macros
  • Power Query
  • Power Pivot

OneNote is the Swiss Army knife of the Microsoft suite. In this workshop, discover how a variety of integrations, plug-ins, and third-party websites make it capable of nearly anything. Outlook has significant limitations, but OneNote improves on almost all of them. Using Microsoft Flow, an Office 365 subscriber can automate nearly anything.

Outlook Tools

  • Rules
  • Quick Steps
  • Categories
  • Search Folders
  • Automatic Action Items
OneNote Integration

  • Email to OneNote
  • OneNote to Email
  • Meetings to OneNote
  • OneNote to Meetings
  • Creating Tasks in OneNote
Additional Tools

  • Web Clipper
  • OneNote Mobile
  • OneNote Online
  • Microsoft Flow
  • OneTastic

The team at Knack Training customizes every hands-on training to the world and requirements of the attendees.

  • Live Classroom Training
  • Seminar and Conference Sessions
  • Web-Based Training
  • Video Courses
  • Consulting
The team at Knack Training customizes every hands-on training to the world and requirements of the attendees.

Have any questions?
We’ll be happy to answer

Have any questions?
We’ll be happy to answer