Course Overview
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.
Course Objectives
Automating Word, Utilizing Reference Tools, Working with the Outline View and Master Documents, Managing Long Documents, Working with Mail Merge, Creating Forms
Agenda
1 - Introduction
2 - Automating Word
- Using Building Blocks and Quick Parts
- Creating and Inserting Quick Parts or AutoParts
- Deleting a Quick Part or Building Block
- Creating a Building Block Category
- Editing Quick Parts or Building Blocks
- Inserting and Updating Metadata Using Field Codes
- Inserting Document Properties
- Creating a Custom Document Property
- Recording and Working with Macros
- Assigning Macros to the Quick Access Toolbar
- Deleting a Macro
3 - Utilizing Reference Tools
- Working with Linked Fields
- Adding and Using Bookmarks
- Hyperlinking to a Webpage or an Email Address
- Hyperlinking to Headings and Bookmarks
- Hyperlinking to Another File
- Editing a Hyperlink
- Creating and Editing a Cross Reference
- Inserting a Footnotes or Endnote
- Editing or Moving a Footnote or Endnote
- Changing the Location for Footnotes and Endnotes
- Converting and Customizing Footnotes and Endnotes
- Using Citation and Bibliography Overview
- Adding a Source
- Inserting a Placeholder
- Inserting a Bibliography
4 - Managing Long Documents
- Creating and Updating a Table of Contents
- Modifying and Customizing a Table of Contents
- Creating an Index
- Updating an Index
- Creating an Index Using a Concordance File
- Inserting and Editing a Caption
- Generating a Table of Figures
5 - Working with the Outline View and Master Documents
- Working in Outline View
- Editing and Moving Text in Outline View
- Working with Master Documents and Subdocuments
- Expanding and Collapsing Subdocuments
- Updating a Master Document
- Unlinking and Deleting Subdocuments
- Splitting and 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 a Recipient List Using Outlook Contacts
- 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 Fields
7 - Creating Forms
- Creating Forms in Word
- Adding Field Labels and Controls
- Editing Text or Content Controls
- Locking Content Controls and Protecting a Form
- Entering Data in a Form
8 - Conclusion