Microsoft Word Course: Level 3

Microsoft Word. Achieve a polished, professional look for your documents.

This Microsoft Word training course aims to provide experienced users with the skills to work with document referencing features, longer document tools, tracking changes, document protection, diagrams and develop automation using fields and macros.

This course follows on from the [Microsoft Word: Level 2](/course/MSW2) course.

Outcomes

By the end of this course, you should be able to:

• create and work with SmartArt
• create and work with tables of contents and indexes in long documents
• create and work with master documents
• insert and edit footnotes and endnotes
• create, use and delete bookmarks and cross references
• use AutoCorrect to automatically correct commonly-misspelled and mistyped words and phrases
• create and use building blocks
• use a range of document proofing features
• understand and use the tracking feature in Word
• compare multiple versions of the same document
• create and remove several forms of protection for your document
• understand, insert and work with fields in a document
• create and work with electronic forms in Word
• create and work with macros.

Content

SmartArt

• Understanding SmartArt
• Inserting a SmartArt graphic
• Inserting text
• Adding shapes below
• Adding shapes above
• Adding shapes before and after
• Adding an assistant
• Promoting and demoting positions
• Switching SmartArt right to left
• Positioning SmartArt
• Resizing SmartArt
• Applying a different layout
• Applying a colour scheme
• Applying a SmartArt style
• Deleting SmartArt shapes

Longer documents

• Understanding tables of contents
• Inserting a table of contents
• Navigating with a table of contents
• Updating page numbers
• Updating a table of contents
• Customising a table of contents
• Formatting a table of contents
• Understanding indexing
• Marking index entries
• Creating an automark file
• Marking index entries with an automark file
• Removing marked entries
• Generating an index
• Modifying the index format
• Updating an index

Master documents

• Understanding master documents
• Understanding subdocuments
• Creating a master document
• Creating subdocuments
• Working with master document views
• Inserting subdocuments
• Formatting a master document
• Editing subdocuments
• Merging subdocuments
• Splitting subdocuments
• Deleting subdocuments
• Building a table of contents
• Printing a master document

Footnotes and endnotes

• Understanding footnotes and endnotes
• Inserting footnotes
• Inserting endnotes
• Locating footnotes and endnotes
• The footnote and endnote dialog box
• Changing the number format
• Converting footnotes and endnotes
• Deleting footnotes and endnotes

Bookmarks and cross references

• Creating bookmarks
• Navigating with bookmarks
• Deleting bookmarks
• Creating cross-references
• Deleting cross-references

Autocorrect

• Understanding autocorrect
• Using autocorrect
• Adding autocorrect entries
• Using math autocorrect
• Understanding autoformat
• Using autoformat
• Using autoformat as you type

Building blocks

• Understanding building blocks
• Autotext versus quick parts
• Inserting a building block
• Creating quick parts
• Saving building blocks
• Inserting building blocks
• Editing building blocks
• Deleting building blocks

Document proofing features

• Proofreading your document
• Using proofreading marks
• Disabling the spelling & grammar checker
• Customising the spelling checker
• Customising the grammar checker
• Using the thesaurus
• Setting a different proofing language
• Translating selected text
• Setting the default language
• Understanding custom dictionaries
• Adding words to the custom dictionary
• Adding words to the custom dictionary file
• Deleting words from the custom dictionary
• Creating a custom dictionary
• Changing the default custom dictionary
• Disabling and enabling a custom dictionary
• Removing a custom dictionary

Tracking changes

• Understanding tracking changes
• Enabling and disabling tracked changes
• Switching between simple markup and all markup
• Using comments in tracked changes
• Showing and hiding markup
• Showing revisions inline and in balloons
• Advanced tracking options
• Accepting and rejecting changes

Comparing documents

• Understanding document comparisons
• Selecting documents to compare
• Accepting and rejecting changes
• Saving the revised document

Protecting documents

• Understanding document protection
• Making a document read-only
• Working with a read-only document
• Restricting formatting
• Working with formatting restriction
• Restricting editing
• Making exceptions
• Stopping document protection
• Applying an open document password
• Applying a modify document password

Fields

• Understanding fields
• The field dialog box
• Inserting a document information field
• Setting field properties
• Showing and hiding field codes
• Showing and hiding field shading
• Inserting formula fields
• Inserting a date and time field
• Updating fields automatically when printing
• Locking and unlocking fields
• Applying a number format
• Understanding interactive fields
• Inserting a fillin field
• Typing field codes into a document
• Activating interactive fields
• Inserting an ask field
• Using ref to display bookmarks
• Activating fields automatically

Electronic forms

• Understanding electronic forms in word
• Creating the form layout
• Understanding content controls
• Displaying the developer tab
• Inserting text controls
• Setting content control properties
• Inserting the date picker control
• Inserting prompt text
• Inserting formulas
• Inserting a combo box control
• Inserting a drop-down list control
• Protecting and saving the form
• Using an electronic form
• Editing a protected form

Macros

• Understanding macros in word
• Setting macro security
• Saving a document as macro-enabled
• Recording a macro
• Running a macro
• Assigning a macro to the toolbar
• Assigning a keyboard shortcut to a macro
• Editing a macro
• Creating a macrobutton field
• Copying a macro
• Deleting a macro
• Tips for developing macros

Intended audience

This course assumes an intermediate level understanding of Microsoft Word and the creation of documents.

Delivery style

• Presenter-taught training in a computer lab
• Online training via the platform Zoom

Materials

You will be provided with a link to access and download your own personalised eBook prior to class.

Teaching instructions and materials for this course are specifically tailored to Windows PC users.

Additional information

Face-to-face classes

These classes run in a computer lab and you do not need to bring your own device.

Please bring a USB flash drive to class if you would like to make a copy of your work or any relevant class materials. Alternatively, you can save these to a cloud storage space or email them to your personal email address.

Online classes

If you are attending an online class, you will need your own device.

Recommended software for PC: MS Word 2013, 2016, 2019, 365
Recommended browser: Chrome