Skip to ContentGo to accessibility pageKeyboard shortcuts menu
OpenStax Logo

Table of contents
  1. Preface
  2. 1 Technology in Everyday Life and Business
    1. Chapter Scenario
    2. 1.1 Computing from Inception to Today
    3. 1.2 Computer Hardware and Networks
    4. 1.3 The Internet, Cloud Computing, and the Internet of Things
    5. 1.4 Safety, Security, Privacy, and the Ethical Use of Technology
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  3. 2 Essentials of Software Applications for Business
    1. Chapter Scenario
    2. 2.1 Software Basics
    3. 2.2 Files and Folders
    4. 2.3 Communication and Calendar Applications
    5. 2.4 Essentials of Microsoft 365
    6. 2.5 Essentials of Google Workspace
    7. 2.6 Collaboration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  4. 3 Creating and Working in Documents
    1. Chapter Scenario
    2. 3.1 Navigating Microsoft Word
    3. 3.2 Formatting Document Layout in Microsoft Word
    4. 3.3 Formatting Document Content in Microsoft Word
    5. 3.4 Collaborative Editing and Reviewing in Microsoft Word
    6. 3.5 Document Design
    7. 3.6 Navigating Google Docs
    8. 3.7 Formatting Layout and Content in Google Docs
    9. 3.8 Collaborative Editing and Reviewing in Google Docs
    10. 3.9 Versions and Version History
    11. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  5. 4 Document Preparation
    1. Chapter Scenario
    2. 4.1 Microsoft Word: Advanced Formatting Features
    3. 4.2 Working with Graphics and Text Tools in Microsoft Word
    4. 4.3 Managing Long Documents in Microsoft Word
    5. 4.4 Google Docs: Enhanced Formatting Features
    6. 4.5 Working with Graphics and Text Tools in Google Docs
    7. 4.6 Managing Long Documents in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  6. 5 Advanced Document Preparation
    1. Chapter Scenario
    2. 5.1 Creating Different Document Types in Microsoft Word
    3. 5.2 Mail Merge in Microsoft Word
    4. 5.3 Creating Forms in Microsoft Word
    5. 5.4 Creating Different Document Types in Google Docs
    6. 5.5 Creating Forms in Google Docs
    7. 5.6 Advanced Collaboration in Google Docs
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  7. 6 Preparing Presentations
    1. Chapter Scenario
    2. 6.1 Presentation and Design Essentials
    3. 6.2 Designing a Presentation in Microsoft PowerPoint
    4. 6.3 Formatting Microsoft PowerPoint Slides: Layout and Design Principles
    5. 6.4 Adding Visuals and Features to Microsoft PowerPoint Slides
    6. 6.5 Designing a Presentation in Google Slides
    7. 6.6 Creating Google Slides: Layout and Text
    8. 6.7 Adding Visuals and Features to Google Slides
    9. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  8. 7 Advanced Presentation Skills
    1. Chapter Scenario
    2. 7.1 Effective Presentation Skills
    3. 7.2 Finalizing a Slide Collection
    4. 7.3 Preparing a Microsoft PowerPoint Collection for Presentation
    5. 7.4 Preparing a Google Slides Collection for Presentation
    6. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  9. 8 Content Management Systems and Social Media in Business
    1. Chapter Scenario
    2. 8.1 What Are Content Management Systems?
    3. 8.2 Common Content Management Systems
    4. 8.3 Creating Content with a Content Management System
    5. 8.4 Search Engine Optimization
    6. 8.5 Social Media in Business
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  10. 9 Working with Spreadsheets
    1. Chapter Scenario
    2. 9.1 Microsoft Excel Basics
    3. 9.2 Text and Numbers in Microsoft Excel
    4. 9.3 Calculations and Basic Formulas in Microsoft Excel
    5. 9.4 Formatting and Templates in Microsoft Excel
    6. 9.5 Google Sheets Basics
    7. 9.6 Text and Numbers in Google Sheets
    8. 9.7 Calculations and Basic Formulas in Google Sheets
    9. 9.8 Formatting and Templates in Google Sheets
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  11. 10 Advanced Excel Formulas, Functions, and Techniques
    1. Chapter Scenario
    2. 10.1 Data Tables and Ranges
    3. 10.2 More About Formulas
    4. 10.3 Using Arithmetic, Statistical, and Logical Functions
    5. 10.4 PivotTables
    6. 10.5 Auditing Formulas and Fixing Errors
    7. 10.6 Advanced Formatting Techniques
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  12. 11 Advanced Excel Spreadsheets: Statistical and Data Analysis
    1. Chapter Scenario
    2. 11.1 Understanding Data, Data Validation, and Data Tables
    3. 11.2 Statistical Functions
    4. 11.3 What-If Analysis
    5. 11.4 PivotTables/Charts
    6. 11.5 Data Analysis Charts
    7. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  13. 12 Using Excel in Accounting and Financial Reporting
    1. Chapter Scenario
    2. 12.1 Basic Accounting
    3. 12.2 Financial Functions in Microsoft Excel
    4. 12.3 Integrating Microsoft Excel and Accounting Programs
    5. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  14. 13 Understanding and Using Databases
    1. Chapter Scenario
    2. 13.1 What Is a Database?
    3. 13.2 Microsoft Access: Main Features and Navigation
    4. 13.3 Querying a Database
    5. 13.4 Maintaining Records in a Database
    6. 13.5 Creating Reports in Microsoft Access
    7. 13.6 Creating Forms in Microsoft Access
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  15. 14 Advanced Database Use
    1. Chapter Scenario
    2. 14.1 Advanced Queries in Microsoft Access
    3. 14.2 Multiple Table Forms
    4. 14.3 Customizing Forms
    5. 14.4 Customizing Reports
    6. 14.5 Using Macros
    7. 14.6 Data Analysis and Integration
    8. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
      6. Case Exercises
  16. 15 Integrating Applications
    1. Chapter Scenario
    2. 15.1 Microsoft 365: Collaboration and Integration
    3. 15.2 Microsoft Word: Integration with Microsoft Excel and Microsoft Access
    4. 15.3 Microsoft Word and Microsoft PowerPoint Integration
    5. 15.4 Microsoft Excel and Microsoft PowerPoint Integration
    6. 15.5 Microsoft Excel and Microsoft Access Integration
    7. 15.6 Integrating Data from Other Programs into Google Workspace
    8. 15.7 New Developments: The Role of Artificial Intelligence
    9. 15.8 Mastering Workplace Software Skills: A Project
    10. Chapter Review
      1. Key Terms
      2. Summary
      3. Review Questions
      4. Practice Exercises
      5. Written Questions
  17. Index

Learning Objectives

By the end of this section, you will be able to:

  • Discuss the benefits and challenges of collaborating with technology
  • Describe professional behavior in collaborative meetings
  • Outline how to attend and host a meeting
  • Share and collaborate on documents via editing and commenting

Businesses in nearly all industries have benefited from advances in technology that have presented the need for collaboration among workers who are not located in the same geographic area, maybe not even on the same continent. Collaboration is essential in today’s business environment and occurs at all levels within an organization. For example, the marketing department uses collaboration to make sure that company products are meeting customer needs. This could include working with product developers in the company to convey key customer preferences. It could also mean working with the accounting and finance departments to make sure that the products have the correct price point and that profit margins are being met for the company’s strategic goals.

Collaboration and teamwork are often used to mean the same thing, but there is a key difference. Both terms are centered on a group of people working toward a shared goal. With teamwork, however, the group will have a defined leader, whereas with collaboration, there is no leader, and the group is more self-managed. Collaboration and teamwork have become a core part of most business structures. In fact, being a “team player” and being comfortable working with others have become key metrics in job performance evaluations. Also, hiring managers seek out these skills in potential candidates. Effective collaboration takes practice. It requires trust, information sharing, listening, an ability to accept feedback, and strong leadership to work well.

Collaboration in the Digitized Workplace

Reasons for collaboration are numerous. Collaboration provides innovative solutions to problems through the sharing of ideas and ways to solve the issue at hand. But some results of collaboration can be more concrete. For example, through shared resources, cost savings can be realized. Goals can be attained sometimes at a faster pace with collaboration. Collaboration can contribute to enhanced job satisfaction as well as develop employees’ skills.

Collaboration does not just happen spontaneously in organizations. Management will need to make an effort to develop the structure and establish the culture of collaboration within the organization. This could mean that management will set up teams or develop other such strategies to encourage the practice of collaboration.

Collaborative Meetings

Meetings are necessary in nearly all types of organizations. Business meetings may be more discussion-based or more centered on making specific decisions. Meetings are used to make decisions, exchange information, announce changes, convey organizational goals, solve a specific problem, meet with stakeholders outside the organization, or celebrate successes. Historically, meetings have occurred face-to-face, either in a traditional conference room setup or in an individual’s office. But today’s technology enables us to conduct meetings virtually, and this is where collaborative software programs come in handy.

Videoconferencing allows users to have a face-to-face meeting without being in the same room or even the same part of the world. Videoconferencing tools include Google Meet, Zoom, and FaceTime. You can do videoconferencing on a laptop, desktop, phone, or iPad. Meet, as shown in Figure 2.59 is part of the Workspace. If you have a Google account, you have access to Meet.

An Online meeting is open on computer. Twelve people are participating, eight of them with cameras on and four with cameras off. The time is displayed at the top right.
Figure 2.59 Today’s technology enables us to meet with coworkers from across the world in a virtual meeting room. Depending on meeting rules and norms, participants have the option of participating without having to turn on their cameras. (credit: “7.12.2020 - Reunião GT – Retomada” by Ministério Público de Pernambuco/Flickr, CC BY 2.0)

Zoom has recently become a leader in videoconferencing. Zoom offers both individual and corporate-level subscriptions. The program has also been used for educational purposes in many schools and colleges.

Skype is a Microsoft product that has been around since 2003. However, it is not as popular as it once was, and Microsoft Teams has taken over much of the functionality that Skype has to offer.

Finally, FaceTime is a video calling interface. FaceTime is an Apple product and is used for personal communication rather than for conducting meetings in a business environment. To use videoconferencing to its full capability, be sure your computer has either an internal camera or a webcam.

Professional Meeting Etiquette

Meeting etiquette for a videoconference should be given the same attention as preparing for an in-person meeting. Although expectations may vary by organizational culture and the context of the meeting, there are some general expectations to keep in mind. First and foremost, be sure to check your technology to make sure you can access the link and that your internet connection is stable. Make sure you are familiar with the software that is being used and know how to use some of the features within the program. Some key items to understand prior to the meeting are:

  • How to mute/unmute yourself
  • How to turn your camera on/off
  • How to participate in the group chat during the meeting if applicable
  • How to enter comments
  • How to use screen sharing options
  • How to share files
  • How to use emojis (if available and appropriate) during the meeting

During the meeting, unless you are the speaker, be sure to mute yourself. Also, be sure to be in a quiet place without distractions such as pets and children. Consider what might be on the wall behind you. Some programs offer the ability to customize the background that other participants see behind you.

Be on time for the meeting just as you would be expected to do for a face-to-face meeting. And finally, dress appropriately for being on camera. In business meetings where you are an active participant, you should have your camera on. If instead, it is a large group presentation, it might be appropriate to turn off the camera. It is a good idea to check with the meeting organizer ahead of time to understand the expectations. For best practices in videoconferencing:

  • Make passwords mandatory for all participants to prevent uninvited guests from attending.
  • Check meeting links to ensure they are accurate and are sent to the appropriate participants.
  • Review security settings on participants’ computers to prevent identity theft.

Spotlight on Ethics

Ethical Considerations for Recording

Use of videoconferencing has grown exponentially due to its convenience and fairly straightforward technology. It is quite easy to use, and most conferencing programs come with useful features and tools to augment the experience. One of these conveniences is the ability to record. Recording meetings can be incredibly useful; we can capture what was said for later reference or we can share the recording with those unable to attend. That said, there are considerations to keep in mind when using the record feature. For instance, some videoconferencing tools may record silently, with no indicator that the conversation is being recorded. In most business settings, however, we want to avoid recording without the express approval of all parties. Some applications will request participants accept the recording; failure to accept the recording will usually take you out of the session. In addition, different states have different rules about recording audio, video, or both. It would be wise to inform yourself of your state’s laws, as well as the company policy for recording meetings and conversations.

Collaborative Work

One of the biggest differences between Word and Docs is Google’s capacity for sharing. Workspace was first in the market for use in offices based on sharing and collaboration. Its biggest advantage is that it allows many people to work on the same document at the same time, with all participants having the document open at once and seamlessly writing and editing different parts of it. Microsoft 365 incorporates some of these capabilities now, but Google has secured a strong market share since its introduction in 2006. Because both Microsoft 365 and Workspace are widely used, it’s necessary to learn to use and collaborate in both systems, especially in the file sharing and editing functions.

File Sharing and Transferring

The most popular types of file sharing software are Drive, Microsoft SharePoint and OneDrive, and Dropbox. When sharing and transferring files, you need to have a system. Develop a system that is simple and easy to understand. This might mean that you limit the number of folders or develop a file/folder naming system that is used for all content in the shared drive. You might consider grouping files together by software program or by business function. For example, you could have a folder that contains all relevant marketing PowerPoint presentations or a folder in the drive for Marketing, for Accounting, for Management, and so on.

Consider creating a manual or at least a list of expectations and rules associated with the shared information. This could include the file naming process, where to store specific file types, and how to obtain permission to add files or folders. When a new person joins the team, make sure they get training on using the shared drive space. Finally, you should also control access to certain files and/or folders in the shared drive. Not everyone will need access to all documents in the drive. These permissions can be easily managed based on the shared software platform you are using.

Collaborative Writing and Editing

Because Workspace is web-based, all documents are in the cloud, making it easy to collaborate with coworkers. Multiple users can have the same file open at the same time and can make changes together. As one example, this functionality is useful in a small business accounting system that generates many invoices. Sales associates in different locations can update their sales amounts online, all using the same workbook. This type of collaboration was not possible in Office until Microsoft released its online version of Office. Office 365 (now called Microsoft 365) was the first version that allowed collaboration and sharing similar to that in Workspace. The Excel 2016 and 2019 desktop versions now permit collaboration and sharing in real time on files that are saved to OneDrive.

Sharing a Document

In Google, you can choose to send your file to individuals by simply typing in their emails, as shown in Figure 2.60a. There are various restrictions and modifications you can add to your sharing invite. By clicking the drop-down menu next to the person’s name, you can choose to make this person a Viewer, Commenter, or Editor. This is the most basic level of adjusting the sharing settings by person. You can also select the gear icon at the upper right of the sharing window and uncheck the options you don’t want, as shown in Figure 2.60b. The first choice allows for collaborators to edit and share the Google file; keep it checked if you want them to be able to edit, or unchecked if you don’t want the recipients to edit. If you want recipients to just read, uncheck the first option and keep the second option. But if you don’t want readers to be able to edit, print, download, or copy the file, you should uncheck both options.

(a) Share with people and groups displays space to Add people and groups and Restrict opening links. (b) Share with people settings offers changing permissions and options to download, print, and copy.
Figure 2.60 (a) To share a file, simply type in the recipient's email address to send the invitation. (b) Clicking the gear icon will allow you to manage what collaborators can do with the file. (Google Docs is a trademark of Google LLC.)

You can send people a link to the file without adding them as collaborators. There are more sharing restrictions and options available in the Get Link box, as shown in Figure 2.61a. You can set your link sharing up as a public link or a restricted link. The public link can be configured further, as you can see in Figure 2.61b. Readers will be able to just view, comment, or edit. Or, you could choose Restricted, in which only certain people can open the link. Whichever you choose—public link or sharing to groups or individuals—any changes done by collaborators will be recorded, as mentioned earlier in the Version history feature from Docs. Adding people as collaborators by sharing the file with them means that they get an email notification, and the file is added to their “Shared with me” section of their Drive. This means that those collaborators have a Drive account, whether through Gmail or through Workspace. When you send someone a link only, it’s not added to their “Shared with me” and may be accessed by someone without a Google account, or without logging in to their Google account if they have access to the link to the file.

(a) Restricted is selected in General access in a Share pane. (b) Viewer is selected from Role in Share pane and Alyone with the link is selected in General access.
Figure 2.61 (a) You can set up a public link for people to access a file, whether they have a Google account or not. (b) You can also place some restrictions on access to the file. (Google Docs is a trademark of Google LLC.)

Accessing a Saved Document with Drive

Your options for sharing and viewing files will depend on how you save files in Drive. Drive is the main location from which you will create and save your Docs. However, Drive can also act as simple data storage, where you can keep your Word documents, pictures, PDFs, and many other types of files. Word documents are compatible with Docs to some extent; you can even open a Word document directly from Drive and edit it in your browser. However, you may notice some differences between your original Word file and the way it opens in Docs. For example, some formatting may not seamlessly transfer to the Docs version of your file. Be aware that you may need to make adjustments to clean up any incompatibilities. (Some other file types, like PDFs, may need a separate application to edit.)

There are two ways to access files on your Drive. One is directly through your browser: Simply log in to your Google account and navigate to the Drive app or go to drive.google.com and log in from there. This method requires only an internet connection and an internet browser. When you select a .gdoc file, it will open directly in your browser and you edit it from there. If you select a different type of file, you may want to edit it in-browser or download it to your computer to use with another application.

The other way to access files is to sync your Drive with your computer. If you install Drive on your computer as a network drive, you can access your files from your Windows File Explorer or macOS Finder window, as you would your pictures or other documents. You can create folders or rename files all from File Explorer or Finder. The advantage of this method is that you can open non-Google files, such as Word documents or PDFs, in their native applications. That is, if you open a .docx file from FileStream, it will open in Word, instead of opening the Google-compatible version in your browser. However, if you open a Docs file from FileStream, it will automatically prompt your computer to open your internet browser and open the file there, as .gdoc files do not have a native computer application.

The advantage of the in-browser method of accessing files on Drive is that it offers the user different options for sharing and viewing files. In Figure 2.62, you can see on the right the available options: My Drive, Shared with me, Recent, Starred, and Trash. My Drive contains your personal files: ones that you either created yourself, uploaded from your computer, or copied to your Drive from people who shared files with you. Shared with me contains shared files sent to you for collaboration. Recent contains the most recently opened or edited files. “Starred” is a special category that contains only files that you have deliberately added to it by selecting the “Add to Starred” command. These may be important files that you want to see later or files that have high-priority issues needing to be solved. Trash, like the Windows Recycle Bin, is simply a place where you send files to be deleted. Below these categories, you will see the amount of space you have left in Drive.

There are added benefits of using Drive. The most obvious one is that you can access your files from anywhere in the world, with any device. A second advantage is the online drive’s interactive sharing ability: You can send your file to anyone, either an individual or a select group. Finding and opening a file is as easy as signing into your Google account, going to Drive, and locating your file.

Google Drive’s Storage capacity is visible at the bottom of the Drive screen (175.3 MB of 15 GB used). A Buy Storage button is hyperlinked below.
Figure 2.62 Drive is the storage space that customers get on Google’s servers. As you pay fees, your storage capacity is increased. (Google Drive is a trademark of Google LLC.)

The one potential drawback of Drive is its reliance on internet access. All files are accessed and saved through the internet.

Citation/Attribution

This book may not be used in the training of large language models or otherwise be ingested into large language models or generative AI offerings without OpenStax's permission.

Want to cite, share, or modify this book? This book uses the Creative Commons Attribution License and you must attribute OpenStax.

Attribution information
  • If you are redistributing all or part of this book in a print format, then you must include on every physical page the following attribution:
    Access for free at https://openstax.org/books/workplace-software-skills/pages/1-chapter-scenario
  • If you are redistributing all or part of this book in a digital format, then you must include on every digital page view the following attribution:
    Access for free at https://openstax.org/books/workplace-software-skills/pages/1-chapter-scenario
Citation information

© Jan 3, 2024 OpenStax. Textbook content produced by OpenStax is licensed under a Creative Commons Attribution License . The OpenStax name, OpenStax logo, OpenStax book covers, OpenStax CNX name, and OpenStax CNX logo are not subject to the Creative Commons license and may not be reproduced without the prior and express written consent of Rice University.