Word for Business – Coming in 2021

Course Description

Overview

I designed this for current users of Microsoft Office/365 and Microsoft’s Word.  This course teaches you how to create and edit Word tables and templates. We will use Mail Merge for letters and labels using a Word table and an Excel worksheet as our data source. We will build, edit, and secure a Word form for others to complete and save data. You will learn how to record a macro for productive, custom shortcuts.

Prerequisite: Current Microsoft Office and Word user. Comfortable with the Windows Operating system. This is not an introductory nor basic Word class and is at an intermediary/advance level of using Word. I recommend the Word for Writers – Part 1 and Part 2 courses to enhance your Word skills.

Learning Objectives

After completing this program, participants will be able to:

  • Know how to create and edit Word tables for databases and forms,
  • Save and reuse documents as a template,
  • Use Mail Merge for letters, agreements, and labels,
  • Create and edit Word forms,
  • Record and use Word macros.

Course Content

  • Lesson 1: Data Tables and Form Tables
    • Using and modifying tabs and indents,
    • Creating data tables and form tables,
    • Converting text to tables and tables to text,
    • Sorting and including a function (SUM, AVERAGE) in tables.
  • Lesson 2: Templates
    • Saving a document as a template,
    • Reusing a template,
    • Modifying and editing a template.
  • Lesson 3: Mail Merge
    • Using the Ribbon and Step-by-Step Mail Merge Wizard,
    • Creating certificates, letters, agreements using Mail Merge and a Word table document as a data source,
    • Creating labels using Excel as a data source.
  • Lesson 4: Forms
    • Creating a Word form – Best Practices,
    • The Word form will contain these objects:
      • Date Picker,
      • Check Boxes,
      • Drop Down lists and Combo Boxes,
      • Rich Text and Plain Text boxes.
    • Secure our document as a Fill-in form with a password,
    • Test and use the Word form to share.
  • Lesson 5: Macros
    • Macro dos and don’ts,
    • Record a macro for a shortcut,
    • Run a macro through a keyboard shortcut or command button.

Register for your class here. Thank you!