Virtual and Classroom Training - All our courses are available virtually. We have also started a safe return to classroom training. Click here to learn more.

banner image

Word Advanced

1 Day Course
course icon

Course Information


This course is intended for learners who create and work with lengthy documents, collaborate with others on documents, and create forms in Microsoft Word. It covers how to collaborate on more complicated documents and to control how the documents are accessed and distributed. Advanced features of Word enable you to revise, manage, and secure your business documents.

In particular you will be able to learn:

  • Collaborate on documents
  • Add reference marks and notes
  • Simplify and manage long documents
  • Secure a document
  • Create forms


Students must be confident using a mouse and keyboard and have knowledge and skills of Word at an intermediate level.

Course Outline

1. Master Documents & Word
  • What Are Master Documents?
  • Creating a New Master Document by Creating Sub-Documents from Headings
  • Inserting Sub-Documents into a Master Document
  • Unlinking or Removing a Sub-Document from a Master Document
  • Using Text Outline Options
2. Word Tracking & Comments
  • Tracking Changes
  • Accepting or Rejecting Changes
  • Inserting Comments
  • Displaying & Editing Comments
  • Deleting Comments
  • Showing or Hiding Comments
3. Comparing & Combining Documents
  • Comparing Documents
  • Combining Revisions from Multiple Authors
4. Using a Tables of Contents & Indexes
  • Creating a Table of Contents
  • Updating a Table of Contents
  • Creating & Updating a Table of Figures
  • Marking an Index Entry
  • Marking an Index Sub-Entry
  • Compiling & Updating an Index
5. Linking & Embedding within Word
  • What Is Object Linking?
  • Linking Data from a Document as an Icon
  • Updating a Linked Document
  • Breaking a Document Link
  • Linking Excel Data & Displaying the Linked Data as an Icon
  • Linking an Excel Chart to a Word Document as an Icon
  • Linking Excel Data & Displaying the Data within a Word Document
  • Linking an Excel Chart to a Word Document & Displaying the Chart
  • Updating or Breaking an Application Link
  • What Is Object Embedding?
  • Embedding Data into a Document as an Object
  • Editing Embedded Data
  • Deleting Embedded Data
6. Using Hyperlinks in Word Documents
  • Inserting Hyperlinks
  • Editing a Hyperlink
  • Removing a Hyperlink
7. Using Macros within Word
  • Macro to Change Page Set-Up
  • Macro to Insert a Table with a Repeating Heading Row
  • Macro to Insert Fields into a Header or Footer
  • Assigning a Macro to a Button on a Toolbar
8. Word Fields
  • Inserting the Author Field into a Word Document
  • Inserting the File Name Field into a Word Document
  • Inserting the File Size Field into a Word Document
  • Displaying the Developer Tab
  • Inserting a Plain Text Fill-In Field
  • Inserting a Check Box Field
  • Inserting a Drop Down Field
  • Deleting Fields
  • Changing the Number Formatting Used By a Field
  • Updating Fields
  • Locking & Unlocking Fields
  • Using the Sum Formula within a Table
9. Word Forms
  • Creating & Protecting Form Text Fields
  • Creating & Protecting Form Check Boxes
  • Inserting & Protecting Form Drop-Down Menus
  • Modifying Form Fields & Displaying Help
  • Protecting a Form
  • Password Protecting a Form
10. Advanced Word Templates
  • What Are Word Templates?
  • Creating & Using a Word Template
  • Modifying a Word Template
11. Advanced Mail Merging Techniques
  • Editing & Sorting a Mail Merge Recipient List
  • Ask Fields & Bookmarks
  • Inserting Ask Fields
  • Inserting If...Then...Else... Fields
  • Using Merge Criteria in a Mail Merge
12. Passwords & Editing Restrictions
  • Adding 'Opening' Password Document Protection
  • Removing 'Open' Password Document Protection
  • Adding 'No Modifications' Document Password Protection
  • Removing a 'No Modification' Document Password
  • Allowing Only Tracked Changes or Comments
  • Marking a Document as a Final Version

Private Courses

We can arrange your own private Word course.


Have us build a custom private course tailored to your needs.

Cost Effective

If you are looking to training a group of people private courses can be very cost effective.

Post Course Support

Unlimited post course email support on the course topics.

What Our Clients Think

Excellent course, The trainer was very helpful and taught the group a wide range of new Word skills.

Ben Cooper - TSS

The trainer was an excellent tutor. He did check all of the group was able to keep up and if there were any problems or questions of the attendants, he was always willing to help.

Marianne Seager - Wincanton

Cannot fault the content & delivery of the course at all. A brilliant service from start to finish. Thank you Systematix.

Claire Mitchell - Denbighshire County Council

Really enjoyed this course. It delivered exactly what I wanted out it.

Malkit Singh - Regatta Ltd

Course was well adjusted to consider the business perspective - considering commonly needed calculations, time based data analysis etc.

Suvi Salminen - Crane CPE

I took so much away from this course and felt Stuart's teaching method was exceptional.

Rowanne Kiehl - SSE

Related Courses

Introduction 1 Day
Learn basic Word skills, such as creating, editing, and formatting documents; inserting simple tables and creating lists.
Intermediate 1 Day
This course covers a range of techniques for formatting documents as well as productive tools such as templates, mail merges and macros
Advanced 1 Day
Learn advanced skills for document collaboration, access control and distribution.