Microsoft 365 Word - Advanced

Explore building blocks and quick parts in Word to automate tasks with auto text, field codes, and metadata, then insert prebuilt elements like cover pages and headers.

Create and save a custom price quote table as a quick part, assign it to a gallery and your own category, then insert it into any Word document.

Explore how auto text streamlines blocks of text in Word by saving selections to the auto text gallery, and learn to insert via quick parts and the enter key.

Learn to edit and delete auto text and quick parts in Word using the Insert tab, Quick Parts, and the Building Blocks organizer, including saving updates and confirming deletions.

Add and name bookmarks in a Word document, then quickly jump to sections using go to or the bookmarks dialog. Learn shortcuts like ctrl+shift+f5 and ctrl+g.

Enable show bookmarks in Word under advanced options show document content to create a cue for bookmarks, then use go to to navigate tables and photos using non-printing characters.

Master hyperlinks in Word by linking to files, web pages, new documents, or bookmarks for in-document cross-references; type an address and press space to auto-convert, then Ctrl+click to open.

Learn to create compact hyperlinks by replacing long web addresses with friendly display text, using the insert link dialog and copy-paste to the address field.

Create internal hyperlinks in a long Word document by linking to headings styled with Word heading styles and to bookmarks. Use insert link to place the hyperlink within the document.

Demonstrates hyperlinking to another file by selecting existing file, using browse for file, and customizing the display text; clicking opens the linked document while the original stays open.

Edit hyperlinks by changing the display text and adding a screen tip, then remove the link using the dialog or right-click options.

Learn to create and edit cross references in Word by linking to bookmarks and figures, tables, equations, footnotes, and endnotes; auto updates as content moves.

Insert footnotes and endnotes as cross references, with footnotes at page bottom and endnotes at the document end, using the references tab and customizable numbering style.

Learn to edit and move footnotes and endnotes by double-clicking to jump to the note, using cut, paste, or drag-and-drop to relocate, and deleting reference markers to renumber.

Learn to customize footnotes and endnotes in Microsoft 365 Word, including location, numbering formats, conversion between footnotes and endnotes, and editing via show notes and draft view.

learn how to mark table of contents entries manually in word using add text level 3 and alt shift o for level 4, then update or customize the table.

Create and update a Word index by inserting it at the bottom, choosing page-number alignment, dot leaders, and two to three columns, then refresh after edits.

Learn how to add captions to tables and figures in Word, create auto-numbered captions that update as you move items, and generate a table of figures or tables.

Create and update a table of figures and a table of tables by inserting the respective table, using the caption label, and selecting update entire table for accurate changes.

Perform a mail merge by linking an original document to a data source, insert merge fields like name and address, and merge to screen, printer, or email.

Learn to set up a mail merge with an Excel data source, linking a form letter to recipient data via start mail merge and use an existing list from Excel.

Connect to Outlook contacts to build a recipient list for a mail merge, then select from the dialog box and optionally omit recipients with checkboxes before proceeding.

Create a new recipient list inside Word by typing records, customizing fields, and saving as a data source for a mail merge in letters format.

Sort and filter mail merge recipient lists by connecting to an external data source and editing the recipient list. Find duplicates, update records, and validate addresses when available.

Master mail merge in Microsoft 365 Word - Advanced by previewing results, checking for errors, and completing merges with options to edit, print, email, or export to PDF.

Start a new mail merge for labels, select the label type and vendor, and attach an Excel data source. Preview each label, adjust the address block, then finish and print.

Learn how to customize mail merges with if-then-else rules in Microsoft 365 Word, adding conditional text like 'congratulations' for 4.0 GPAs and previewing results.

Match fields align pre-created merge fields, such as address block and greeting line, with your data source, resolving mismatches like salutation via the match fields dialog.

Build forms in Word using date pickers, drop-downs, and text fields, then enable the developer tab to access controls for a sample training survey.

Master form creation with the developer tab by adding text fields, check boxes, drop-downs, date pickers, and nested controls, then configure properties and populate lists for a complete Air form.

Learn to edit and customize content controls in Microsoft 365 Word, including text fields with descriptive titles, date pickers, color options, font styles, and locking controls.

Lock content controls to prevent deletion and restrict editing in Word forms. Learn to use the restrict editing panel to set formatting and editing limits, and password-protect forms.

Recap how hyperlinks connect web pages, documents, and locations in Word, and use heading styles for a table of contents while exploring form controls with Microsoft Forms 365.