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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.


  • 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
  • Tracking Changes
  • Accepting or Rejecting Changes
  • Inserting Comments
  • Displaying & Editing Comments
  • Deleting Comments
  • Showing or Hiding Comments
  • Comparing Documents
  • Combining Revisions from Multiple Authors
  • 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
  • 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
  • Inserting Hyperlinks
  • Editing a Hyperlink
  • Removing a Hyperlink
  • 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
  • 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
  • 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
  • What Are Word Templates?
  • Creating & Using a Word Template
  • Modifying a Word Template
  • 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
  • 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
Public Dates & Prices

There are currently no public dates for this course. This course can be run as a private course either at one of our training centers or at your offices. To get pricing for this use our quote wizard to generate a customised quote or call us on 0118 324 3000 to discuss your requirements.

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1 Day


  • Noel 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
  • This was a really good training, nicely paced, very useful and well presented. Thank you, Stuart!

    Joris Latinne-Oracle