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.
| This course consists of 7 modules |
| Module One |
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 Two |
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 Three |
Master Documents
Footnotes & Endnotes
Creating Indexes
Table of Contents
Cross References
Use Bookmarks |
| Module Four |
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 Five |
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 Six |
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 Seven |
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 |
