
Explore automating processes in Word, utilize reference tools, and manage long documents with master documents, while applying mail merge and creating forms in Word 2016.
Discover quick parts and building blocks in Word 2016 to insert headers, footers, cover pages, page numbers, and equations via the building blocks organizer.
Learn how to reuse content and formatting with building blocks and quick parts, including cover pages, headers, footers, page numbers, and how to save AutoText for reuse.
In Word 2016 advanced, delete a quick part, building block, or auto text by opening the Building Blocks Organizer from the insert menu or via right-click, selecting delete, and confirming.
Create and organize quick parts by adding a new building block category, such as signatures, and save a selection as a quick part in the Building Blocks Organizer.
Edit quick parts by updating their contents in the document and re-saving them under the same name, overwriting the building block entry, and adjusting properties in the building blocks organizer.
Learn to insert metadata fields in Word 2016 using field codes, including date and word count, via quick parts, and update or toggle fields for accurate documents.
Automate repetitive Word tasks by recording macros with VBA code, then replay them. Enable the developer tab, name and assign shortcuts, and save macros in the normal template for reuse.
Record a macro called Doc Format in Word 2016 to format the entire document, then run it from the macro list to apply font changes.
Assign macros to the quick access toolbar to run them in any open document without keyboard shortcuts. Store macros in the normal.dotm template so they remain accessible across documents.
Learn to edit or delete a macro in Word 2016 advanced using the macros window and VBA editor, with options to move macros between documents and templates.
Create and manage custom document properties in Word 2016 advanced via File, Info, and the Custom tab. Add text, date, number, and yes/no fields; view, edit, or delete properties.
Insert a linked field to display information from a bookmark, such as a cost table. Use quick parts and references to format, view field codes, and remove the link.
Create and navigate bookmarks in a Word document by selecting text or objects, then insert hyperlinks to those bookmarks and test navigation to targets like Cost_Table, Option1, and Option2.
Display bookmarks in Word 2016 by enabling show bookmarks in advanced options under file options, allowing you to view and manage what has been bookmarked.
Explore creating and using hyperlinks in Word 2016 Advanced, including linking to existing files or web pages, locations within the document, bookmarks, new documents, and email addresses.
Highlight the text and insert a hyperlink to a webpage or email address, then test by holding Ctrl to verify it opens a browser or the default mail app.
Create hyperlinks within a Word 2016 document by linking to bookmarks or headings using place in this document, then test the links with ctrl+click.
Master hyperlinking in Word 2016 advanced by linking to existing documents or creating new ones, including testing a new budget sheet (.xlsx) via insert hyperlink.
Discover how to edit, open, copy, and remove hyperlinks in Word 2016 Advanced by right-clicking and adjusting hyperlink settings for email and web-based links.
Learn to create and insert cross references to bookmarks and other items in Word 2016 Advanced, using hyperlinks and page numbers, and know when updates require manual refresh.
Update cross references in word 2016 advanced by updating fields when page numbering changes, and edit fields to modify bookmarks or hyperlink options.
In Word 2016 advanced, learn to insert footnotes at the bottom of a page and endnotes at the end of a document using the references tab.
Explore Word 2016 advanced: navigate between footnotes and endnotes, jump with next or previous notes, and adjust location and formatting in the footnotes dialog box.
Edit footnote or endnote contents by double-clicking the reference mark to jump to it and modify text, and move notes with automatic renumbering; delete by removing the reference mark.
Convert footnotes to endnotes and endnotes to footnotes with right-click commands, move them to the bottom or page, and toggle view to the footnote or endnote area using show notes.
Learn to insert citations and bibliographies in Word, manage sources, and switch between APA, MLA, and Chicago styles using the references tab.
Create and manage sources in Word 2016 Advanced by adding a new source, filling bibliographic fields, and inserting citations from the references tab.
Create a placeholder for a future citation in Word 2016. Add a new placeholder, then edit the citation and source later when you have the information.
Learn to insert and manage a bibliography in Word 2016 Advanced by using the references tab, choosing a style (Chicago, APA, MLA), and updating sources and fields.
Create a table of contents by applying heading styles (Heading One and Heading Two), then insert it via references and customize its levels and format.
Update a Word table of contents after editing text or layout by choosing update entire table or update field, then customize styles, tab leaders, or from template options.
Learn how to create a Word 2016 advanced index by marking entries such as customer and project, choosing mark options, and inserting a formatted index with page numbers.
Learn to update a Word 2016 index after adding markings or moving text by right-clicking the index and selecting update field to refresh page numbers and entries.
Learn to insert and edit captions for figures, tables, and graphics in Word 2016 advanced, control label and numbering, and create a table of figures or a table of tables.
Create a table of figures and a table of tables using captions, then insert the table of figures from references tab in classic style; navigation is hyperlinked and fields update.
Explore Word's outline view to organize long documents with heading styles and collapsible sections. Access outline from the view tab, manage levels, and note its PowerPoint integration.
Learn to manipulate outline view by expanding and collapsing levels, promoting and demoting headings, moving sections, and adjusting visibility.
edit text and formatting in outline view, promote items to headings, and apply bold, italic, and underline, with changes carrying over to the document when you exit outline view.
Explore master documents in Word 2016 advanced by linking and embedding sub-documents under headings in the outline view, including un-linking, merging, splitting, and locking of sub-documents.
Insert two sub-documents into a master document using outline view, show document, and insert from existing files like CRMOptions and Strategy, then collapse or expand to manage placement.
Collapse and expand subdocuments within a master document using outline view, showing or hiding subdocuments, and hyperlink back to originals while keeping locations intact.
Edit a subdocument to see changes automatically reflect in the master document, with updates across linked sections and outline view.
Unlink subdocuments in a master document using the outline view to copy text into the master, then delete removes the sub-document entirely, preventing changes from propagating.
Split a subdocument into multiple smaller documents in Word 2016 advanced, creating new documents in the same directory and naming them to manage CRM options more easily.
Select two subdocuments and merge them into one document in Word 2016 Advanced, creating a single link; the split originals stay in the directory for manual deletion.
Turn text in a master document into a subdocument in outline view by creating a heading and clicking create, then link it to the master for easy editing.
Learn to add a cover page to a master document in Word 2016 advanced by pressing control+home and using the insert tab, cover page, and a chosen style.
Learn to control page numbering in a Word master document by managing section breaks, inserting page breaks, and adding headers and footers with page numbers.
Master the creation of a table of contents and an index in a Word 2016 advanced master document with sub-documents, using styles, mark entries, and update fields.
Expand subdocuments in a master document's outline view to ensure the full contents print, not just links, then print as usual.
Master mail merge to customize letters, envelopes, or labels from a data source using merge fields, with guidance from the mailings ribbon and wizard.
Connect an Excel recipient list to a Word mail merge form letter, select an existing list, browse to the file, and edit recipients to map fields later.
Select recipients from mailings, choose from Outlook contacts, and pick the correct Outlook profile to build your mail merge recipient list.
Create a brand new recipient list directly in your Word 2016 document during a mail merge, then add or delete entries and customize columns.
Sort and filter the recipient list in Word's Mailings tab, connected to an Excel data source, using city, state, and last name criteria for mail merge.
Add merge fields to Word 2016 advanced mail merge by inserting the address block and greeting line, then insert fields like GPA from your recipient list and preview results.
Preview and refine your mail merge by checking recipients, searching fields, and correcting errors, then complete the merge with edit, print, or email options.
Perform a mail merge to create mailing labels by selecting a recipient list and labels, matching vendor and product numbers, then insert an address block and update labels to copy.
Configure envelopes for a mail merge by selecting envelope type and size with your recipient list, insert the address block with merge fields, preview results, and print.
Use mail merge rules to skip records that meet criteria, such as excluding Wisconsin recipients by applying skip record if, then finish the merge to see the filtered results.
Match recipient fields with mail merge fields using the match fields dialog, map mismatches with the dropdown (for example, company to school), and save this mapping for future data sources.
Create forms in Word using labels, instructions, and content controls, and enable the developer tab to access form controls and protect forms.
Create a Word 2016 advanced form by inserting labeled fields into a table, using plain text, a date picker, a drop-down, and notes, then protect the form.
Edit text or content controls by selecting an item using properties to adjust titles, color codes, and lock settings. Use design mode to reveal controls and rearrange them.
Protect Word 2016 forms by restricting editing to fill-in form fields, starting enforcement from the review or developer tab with a password; stop protection to edit.
Enter data in a form by filling fields like name, date, class, and notes, and learn to create custom reports on cost, then save or save as to preserve data.
Automate tasks in Word, use reference tools, manage long documents, master documents, perform mail merge, and create forms to elevate your Word skills.
In this course, students will learn to automate Microsoft Word through the use of building blocks and Quick Parts for inserting pre-formatted blocks of text and graphics, fields to insert meta data, and recorded Macros to automate repetitive processes. Students will also learn to 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 creating a table of contents, marking and building indexes, and inserting captions. Students will also work with the Outline View and master documents to quickly organize documents, create Mail Merges, and build forms.
This course aligns with the CAP Body of Knowledge and should be approved for 2.5 recertification points under the Technology and Information Distribution content area. Email info@intellezy.com with proof of completion of the course to obtain your certificate.
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