Course Overview
In this course, students will automate with Microsoft Word 365 through the use of building blocks, Quick Parts, fields, and Macros. Students will also utilize reference tools such as bookmarks, hyperlinks, cross references, footnotes, endnotes, bibliography tools, sources, and placeholders. Students will also learn techniques to manage long documents through a table of contents, indexing, and captions. Students will also work with Outline View and master documents, Mail Merge, and forms.
Course Objectives
Introduction , Automating Word , Utilizing Reference Tools , Managing Long Documents , Working with the Outline View , Working with Mail Merge , Creating Forms , Conclusion
Agenda
1 - Introduction
2 - Automating Word
- Using Building Blocks and Quick Parts
- Creating Building Blocks and Quick Parts
- Creating AutoText
- Deleting Building Blocks and Quick Parts
- Creating a Building Block Category
- Editing Building Blocks and Quick Parts
- Inserting Metadata Using Field Codes
- Inserting Document Properties
- Recording and Working with Macros
- Creating and Formatting Macros
- Assigning Macros to the Toolbar
- Deleting a Macro
- Creating a Custom Document Property
- Inserting Field Codes
- Inserting a Linked Field
- Updating Fields
3 - Utilizing Reference Tools
- Adding and Using Bookmarks
- Displaying Bookmarks
- Working with Hyperlinks
- Hyperlinking to a Webpage or Email
- Hyperlinking with Headings and Bookmarks
- Hyperlinking to Another File
- Editing a Hyperlink
- Creating a Cross Reference
- Inserting a Footnote or Endnote
- Changing a Footnote or Endnote Location
- Editing or Moving a Footnote or Endnote
- Customizing Footnotes or Endnotes
- Using Citations and Bibliographies
- Adding a Source
- Inserting a Placeholder
- Inserting a Bibliography
4 - Managing Long Documents
- Creating a Table of Contents
- Customizing a Table of Contents
- Modifying a Table of Contents
- Creating an Index
- Updating an Index
- Creating an Index Using a Concordance File
- Inserting Captions
- Generating a Table of Figures
5 - Working with the Outline View
- Working in Outline View
- Changing Levels in Outline View
- Editing in Outline View
- Moving Text in Outline View
- Working with Master Documents
- Inserting Subdocuments
- Expanding and Collapsing Subdocuments
- Updating a Master Document
- Unlinking and Deleting Subdocuments
- Splitting Subdocuments
- Merging Subdocuments
- Creating New Subdocuments
- Adding a Cover Page to a Master Document
- Controlling Page Numbers on a Master Document
- Creating a Table of Contents and Index for a Master Document
- Printing a Master Document
6 - Working with Mail Merge
- Understanding Mail Merge
- Setting Up a Recipient List in Excel
- Setting Up an Outlook Contacts Recipient List
- Creating a Recipient List
- Sorting and Filtering Recipient Lists
- Adding Merge Fields
- Completing a Merge
- Preparing Mailing Labels
- Configuring Envelopes
- Creating Merge Rules
- Using Match Field
7 - Creating Forms
- Creating Forms in Word
- Adding Field Labels and Controls
- Editing Text or Content Controls
- Locking Content Controls and Protecting Forms
- Entering Data in a Form
8 - Conclusion