When you are a company dealing with your customers’ most valuable personal information, you need them to trust you. One easy way to do this is to have your documentation flawless (or close to it). Also, performing a test run with a small group of people before releasing it to the masses is a good idea. The group of people should be 3rd party users who can find the mistakes you can’t find (since you’ve read and reread the form 40 times and never want to see it again).
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Reading Images
There is an unfortunate trend towards using more images and icons and using fewer written instructions (I like to say “words”). Personally, I don’t think it’s obvious what every icon actually is and what it means, especially when I’m in a hurry to do something.
Whenever I go through a Word document with clients and they ask where a section is, I always refer them to the Document Map. Frequently, they don’t know what it is. Do you know what it is?
In short, Document Map displays the table of contents on the left side of your screen. This is helpful when searching for sections in a document even if there is a table of contents (less back and forth). You just have to make sure your text has heading styles applied to it correctly.
To find it and use it, follow the steps below.
Recently, one of our clients asked us to document the creating forms feature in Microsoft Word 2007. I’ve used Word 2007 quite a bit with another one of our clients and recently got Word 2010 for my personal computer. It seems a little crazy at first but easy once you get the hang of it.
Recently, I’ve been attending lots and lots of meetings. I like talking to people, learning, brainstorming, smiling, etc. One thing that has been pretty consistent though is that people are not doing their “homework”. Teachers didn’t talk about the importance of homework in our 17+ years of schooling for nothing.
As the project headed south in a hurry, a new wrinkle appeared, adding more stress to what was already a stressful situation. My trusty, three year old Windows XP desktop developed a bad case of the crashes. And of course, the crashes came at the most inopportune times: when editing a document to be delivered in minutes or when about to present on the WebEx. Clearly it was just time for a reformat, years of beta builds of software I’ve been documenting and wonky tools for one-off projects leaving their cruft like bad Windows applications are wont to do.
In technical writing (as well as other areas of life), having a smartphone on me has saved my butt on more than one occasion, and not just for looking up directions to a client site or doing some quick on-the-spot research on some byzantine technical topic that I need to understand.