Course Description
In this course, students will automate with Microsoft word 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.
Instructor: Ed McCrae
Student data files are available under Downloads in the course dashboard.
What am I going to get from this course?
- Use Building Blocks, Quick Parts and insert fields
- Create and record a Macro
- Utilize reference tools such as bookmarks, Hyperlinks, Cross References, and Footnotes or Endnotes
- Work with Citations and Bibliographies
- Create Table of Content, Indexes, and table of Captions and Figures
- Use the Outline View and work with Master Documents
- Create Mail Merges
- Create Forms
Prerequisites and Target Audience
What will students need to know or do before starting this course?
Word Introduction and Intermediate courses or equivalent experience.
Who should take this course? Who should not?
Students who wish to learn the more advanced capabilities of Word.
Curriculum
Resource 1
Student Data Files
Module 2: Automating Word
Lecture 2
Using Building Blocks and Quick Parts
Lecture 3
Creating and Inserting Quick Parts or Building Blocks
Lecture 4
Deleting a Quick Part or Building Block
Lecture 5
Creating a Building Block Category
Lecture 6
Editing Quick Parts or Building Blocks
Lecture 7
Inserting Metadata Using Field Codes
Lecture 8
Inserting Document Properties
Lecture 9
Recording and Working with Macros
Lecture 10
Creating and Formatting Macros
Lecture 11
Assigning Macros to the Quick Access Toolbar
Lecture 12
Deleting a Macro
Lecture 13
Creating a Custom Document Property
Lecture 14
Inserting a Linked Field
Module 3: Utilizing Reference Tools
Lecture 15
Adding and Using Bookmarks
Lecture 16
Displaying Bookmarks
Lecture 17
Hyperlinking to a Webpage or Email Address
Lecture 18
Creating and Working with Hyperlinks
Lecture 19
Hyperlinking to Another File
Lecture 20
Hyperlinking Using Headings and Bookmarks
Lecture 21
Editing a Hyperlink
Lecture 22
Creating and Inserting a Cross Reference
Lecture 23
Editing a Cross Reference
Lecture 24
Inserting a Footnote or Endnote
Lecture 25
Changing a Reference Mark Style and the Location for a Footnote and Endnote
Lecture 26
Editing or Moving a Footnote or Endnote
Lecture 27
Converting and Customizing Footnotes or Endnotes
Lecture 28
Using Citations and Bibliography Overview
Lecture 29
Adding a Source
Lecture 30
Inserting a Placeholder
Lecture 31
Inserting a Bibliography
Module 4: Managing Long Documents
Lecture 32
Creating a Table of Contents from Headings
Lecture 33
Modifying and Updating a TOC
Lecture 34
Creating an Index
Lecture 35
Updating an Index
Lecture 36
Inserting and Editing a Caption
Lecture 37
Generating a Table of Figures
Module 5: Working with the Outline View and Master Documents
Lecture 38
Working in Outline View
Lecture 39
Changing Levels and Views in Outline View
Lecture 40
Editing in Outline View
Lecture 41
Moving Text in Outline View
Lecture 42
Working with Master Documents
Lecture 43
Inserting Subdocuments into a Master Document
Lecture 44
Expanding and Collapsing Subdocuments
Lecture 45
Updating a Master Document
Lecture 46
Unlinking and Deleting Subdocuments
Lecture 47
Splitting Subdocuments
Lecture 48
Merging Subdocuments
Lecture 49
Creating New Subdocuments
Lecture 50
Adding a Cover Page to a Master Document
Lecture 51
Controlling Page Numbers on a Master Document
Lecture 52
Creating a Table of Contents and Index for a Master Document
Lecture 53
Printing a Master Document
Module 6: Working with Mail Merge
Lecture 54
Understanding Mail Merge
Lecture 55
Setting Up a Recipient List in Excel
Lecture 56
Setting Up a Recipient List Using Outlook Contacts
Lecture 57
Creating a Recipient List
Lecture 58
Sorting and Filtering Recipient Lists
Lecture 59
Adding Merge Fields
Lecture 60
Completing a Merge
Lecture 61
Preparing Mailing Labels
Lecture 62
Configuring Envelopes
Lecture 63
Creating Merge Rules
Lecture 64
Using Match Field
Lecture 65
Creating Forms in Word
Lecture 66
Adding Field Labels and Controls
Lecture 67
Editing Text or Content Controls
Lecture 68
Locking Content Controls and Protecting a Form
Lecture 69
Entering Data in a Form