Microsoft Word: Advanced

Course details

This one-day course is designed to help a delegate develop document solutions for longer format document types, such as a report, book or manual. A delegate will learn to use templates, styles and fields to format and cross-reference long documents consistently. A delegate will also learn to merge a document with a data source to create mail merge letters.

Course Outline

Module 1

• What is a Mail Merge?
• Create a Form letter by using the Mail Merge Task Pane
• Create a Main document using the Mail Merge Wizard
• Create a Recipient List using the Mail Merge Wizard
• Add Merge Fields to a Main Document
• Preview a Mail Merge Document
• Find a Particular Recipient
• Print a Mail Merge Document
• Use an Existing Data Source
• Merge a List to Envelopes and Labels

Module 2

• Integrate Word Data with Other Programs
• Know when to Paste/Insert/Link/Embed
• Copy & Paste from Other Applications
• Link Information
• Embedding Excel Data
• Editing Embedded Data
• Import and Export Files to and from Microsoft Word
• Import Excel Charts
• Build and Edit an Equation

Module 3

• Master Documents
• Footnotes & Endnotes
• Creating Indexes
• Table of Contents
• Cross References
• Use Bookmarks

Module 4

• Macros
• Automating with Visual Basic for Applications
• Record a Simple Macro
• Storing a Macro
• Pausing a Macro
• Running a Procedure
• Examining the Procedure - View Macro Scripts
• Visual Basic Editor
• Assigning a Macro to a Keyboard Shortcut
• Assigning a Macro to a Button on a Toolbar
• Customizing a Marco Button
• Copying a Macro to other Documents or Templates
• Delete Macros

Module 5

• Organizing Content with Outline View
• Working with Outline View
• The Outline Toolbar
• Preparing for Outline View
• Creating an Outline
• Promoting & Demoting Headings
• Expanding & Collapsing Headings
• Moving Blocks of Text
• Numbering an Outline
• Printing an Outline

Module 6

Building Forms / Understanding Form Basics

• Planning a Form & The Forms Toolbar
• Planning and Designing a Form
• Form Components
• Adding Form Fields
• Text Fields in a Form
• Customizing Text Form Fields
• Inserting a Check Box Field
• Customizing Check Box Form Fields
• Inserting a Drop-Down Field
• Customizing Drop-Down Form Fields
• Adding Help to a Form
• Save a Form as a Template
• Protecting the Form
• Using On-Screen Forms
• Modifying / Editing a Form
• Printing Forms
• Digital Signatures

Module 7

• Managing Document Revisions - Tracking Changes
• Using the Track Feature
• Tracking Changes & Tracking Options
• Reviewing Changes
• Protecting Documents for Changes
• Merged Revisions by Several Reviewers
• Working with Comments - Inserting Comments
• Viewing / Editing / Finding / Deleting / Printing Comments
• Protecting Documents for Comments Only
• Customizing Microsoft Office - Toolbars
• Creating your own Toolbar
• Create Custom Menus
• Publishing to a Web Page
• Save a document as a Web Page
• Create a Hyperlink
• Edit and Remove a Hyperlink