Financial advisors use a lot of the same documents all the time. Sure, you also create new documents, but you probably have a few Word, Excel, PowerPoint, and Publisher documents that you must refer to or update frequently. Here’s how to make them more easily accessible, assuming you are using Windows 7 or Windows 8.
First, some basics: At the bottom of the screen, your Taskbar displays which apps are open on your computer.
You may know that you can "pin" apps to make them always appear in your taskbar. Simply right click on an icon in the taskbar and choose "Pin this program to taskbar," as shown above, and that app will always appear in your taskbar.
You may also know that when you right click on any Office icon in your taskbar, a box like the one shown above pops up listing your most recently used documents in that Office application.
What you may not know, however, is that when you right click on any document in the recent documents list, you can pin it to the recent documents list. Just click on "Pin to this list" and the document will always show up atop of your recent documents list.