Microsoft Word - from Intermediate to Expert certification
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Microsoft Word - from Intermediate to Expert certification

Covers Levels 5 to 9, and the Microsoft Word Expert Exams 77-726 (2016), 77-425 (2013), 77-426 (2010), 77-887 (2007)
5.0 (1 rating)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
24 students enrolled
Created by Phillip Burton
Last updated 5/2017
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Current price: $10 Original price: $50 Discount: 80% off
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  • 5.5 hours on-demand video
  • 14 Articles
  • 8 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • We’ll look at managing multiple documents and templates, including being restrict editing of your documents and track the changes that other do make.
  • We’ll see how to make it easier for your international and disabled colleagues to use.
  • We’ll perform advanced editing and formatting, create tables and charts, and use the outline view and master documents and sub-documents.
  • We’ll create and manage indices and references, add and manage Quick Parts, including custom fields, and create Mail Merges.
  • We’ll look at Visual Basic for Applications, and we’ll create forms for others to fill in.
View Curriculum
  • Before beginning, you need to use Microsoft Word to an intermediate standard
  • This includes formatting text, page breaks, creating tables, endnotes, citations and images
  • If you have taken the course "Microsoft Excel - Beginner to Specialist certificate", or taken a Microsoft Office Specialist exam in Word, then you will have the relevant prerequisites.

Most people who use Word are up to Level 3 in some aspects, and Level 2 in others. Why not go all the way to Level 9?

In this course, learn how to:

Level 5 - Manage document options and settings

  • Manage documents and templates,
  • Prepare documents for review, and
  • Manage document changes

Level 6 - Design advanced documents

  • Perform advanced editing and formatting,
  • Create tables and charts,
  • Apply advanced ordering and grouping, and
  • Create styles

Level 7 - Create advanced references

  • Create and manage indexes and references,
  • Manage custom fields and Mail Merge

Level 8 - Create custom Word elements

  • Create and modify building blocks, macros and controls,
  • Create custom style sets and templates, and
  • Prepare a document for internationalisation and accessibility

Level 9 - Manage macros and forms

  • Apply and manipulate macro options, and
  • Create and manipulate forms.

This course teaches all the skills that Microsoft want you to know for the Expert exams. Specifically, they are the skills required to undertake the Microsoft Certificate 77-850 (for Word 2007 Expert), 77-887 (for Word 2010 Expert), 77-425 and 77-426 (for Word 2013 Expert) and 77-726 (for Word 2016 Expert) and will be useful if you wish to take the exam, or which to learn more about Microsoft Word

The core skills which are taught are those tested by Microsoft in the exam. There are topics that it wants you to learn about Microsoft Word, and this course teaches you all of them.

Each module is taught in order, and is divided in sub-topics, and generally each sub-topic will have an individual lecture lasting 5-7 minutes.

The course will take about 8 hours to complete, plus will you need additional time to test yourselves to ensure that you have learned the necessary skills.

You should take this course if:

  • you want to learn more about Microsoft Word, or
  • you want to learn the Word skills you need to become a certified Microsoft Office Specialist Expert.

Regardless whether you have Word 2007, Word 2010, Word 2013, Word 2016 or Word 365, this course will help you get to an advanced level, and maybe even want you to get more!

Who is the target audience?
  • This is for you if you want to develop your Word skills.
  • This is also for you if you want to take the Microsoft Office Specialist Expert Exams.
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Curriculum For This Course
99 Lectures
3 Lectures 09:21

How to use this Udemy course
Level 5, Section 1: Manage documents and templates
10 Lectures 38:38

Modifying existing templates and create new documents from modified templates

Attach a global template, and attach a local template

Copy custom styles to other documents or templates

Manage document versions and recover unsaved documents

We'll have a look at: Display hidden ribbon tabs, change default spell and grammar check options, change default save options - file formats and file locations, set default paste options and apply paste options for text, tables, graphics and lists, and locate the auto-recover file.

Word Options

Change the Application Default Font

Link to External Document Content

Practice Activity Number 1

Answers to Practice Activity 1
Level 5, Section 2: Prepare documents for review
5 Lectures 16:29

Including Limit formatting to specific styles, allow only specific types of editing, and allow per-user document permissions

Restrict editing

Restrict editing to selected parts of a document

Includes: Mark a document as final, Remove document metadata, and Protect a document with a password.

Final preparation of my Word document

Practice Activity Number 2

Answers to Practice Activity 2
Level 5, Section 3: Manage document changes
8 Lectures 23:48
Introducing Track changes

Manage tracked changes

Lock or unlock tracking

Reviewing track changes

Comparing documents

Add comments

Practice Activity Number 3

Answers to Practice Activity 3
Level 6, Section 1: Perform advanced editing and formatting
9 Lectures 33:34
Find and replace text by using wildcards and formatting and styles

Find and replace text by using special characters

Set character space options and set advanced character attributes

Set paragraph options

Link text boxes and break links between text boxes

Resolve style conflicts by using Paste Options

Including: Create and break section links, restart page numbering with a different number format, change page orientation, change page size and margins, and apply advanced page setup options (automatically align content vertically on a page, add line numbering)


Practice Activity Number 4

Answers to Practice Activity 4
Level 6, Section 2: Create tables and charts
5 Lectures 11:59
Insert tables by using Microsoft Excel data in tables

Apply formulas or calculations on a table

Including: Save a chart as a template, and use the chart Layout tab.

Modify chart data

Practice Activity Number 5

Answers to Practice Activity 5
Level 6, Section 3: Apply advanced ordering and grouping, and styles
5 Lectures 20:15

Including set outline levels for styles, and Promote sections in outlines

Create outlines

Including: Create master documents, convert a document to a master document; convert an outline to a master document; insert and import and manage sub-documents; link document elements

Master documents and subdocuments

Create paragraph and character styles

Practice Activity Number 6

Answers to Practice Activity 6
Level 7, Session 1: Create and manage indexes and references
7 Lectures 33:53

Including: mark index entries, specify index type, columns and language; modify an index; create indexes; and update indexes

Create indexes

Use index auto-mark files

Including: Include or exclude specific levels; include or exclude specific styles; and modify the TOC properties

Create and format and customise a table of contents


    • Insert reference to a document element,
    • insert a specific type of reference and
    • insert above/below reference
Insert cross-references within a document

Let's have a look at how to update fields, both manually and before printing, and how to highlight them.

We'll also have a quick reminder about other Reference fields, such as:

  • create and modify a table of figures, and
  • update a table of authorities
Maintaining fields

Practice Activity Number 7

Answers to Practice Activity 7
Level 7, Section 2: Custom fields
5 Lectures 18:22


  • change the display format of a data field (switches).
Add custom fields - date and time, and modify field properties


  • associate properties in the Document Information Panel
Create a custom document property

There are three other fields I use frequently:

  • StyleRef - gives a reference to a previously Styled paragraph (e.g. a Heading 1),
  • NumPages and Page - gives the number of pages and the current page, with additional formatting options.
Other fields

Practice Activity Number 8

Answers to Practice Activity 8
Level 7, Section 3: Manage Mail Merge operations
8 Lectures 21:19


  • Prepare data and create mailing labels, envelope forms and label forms
Creating a mail merge document


    • Create a new recipient list
    • use Microsoft Outlook contacts, Access, Excel or Word tables as data source for a mail merge operation
Manage recipient lists

Filter recipients

Insert merged fields

Merge rules (conditional mail merge)


  • Send personalised email messages to multiple recipients
Perform mail merges

Practice Activity Number 9

Answers to Practice Activity 9
6 More Sections
About the Instructor
Phillip Burton
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Phillip is a Computing Consultant providing expert services in the development of computer systems and data analysis. He is a Microsoft Certified Technology Specialist. He has also been certified as a Microsoft Certified Solutions Expert for Business Intelligence, Microsoft Office 2010 Master, and as a Microsoft Project 2013 Specialist.

He enjoys investigating data, which allows me to maintain up to date and pro-active systems to help control and monitor day-to-day activities. As part of the above, he also developed and maintained a Correspondence Database in Microsoft Access and SQL Server, for viewing job-related correspondence (110,000 pdfs in one job) by multiple consultants and solicitors.

He has also developed expertise and programmes to catalogue and process and control electronic data, large quantities of paper or electronic data for structured analysis and investigation.

He is one of 9 award winning Experts for Experts Exchange's 11th Annual Expert Awards and was one of Expert Exchange's top 10 experts for the first quarter of year 2015.

His interests are working with data, including Microsoft Excel, Access and SQL Server.