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Learn to automate Word with Building Blocks, macros and Mail Merge, create TOC, indexes and master pages, and forms.

Course Description

In this course, students will learn to automate Microsoft Word through the use of building blocks and Quick Parts for inserting pre-formatted blocks of text and graphics, fields to insert meta data, and recorded Macros to automate repetitive processes. Students will also learn to utilize reference tools such as bookmarks, hyperlinks, cross references, footnotes, endnotes, bibliography tools, sources, and placeholders. Students will also learn techniques to manage long documents through creating a table of contents, marking and building indexes, and inserting captions. Students will also work with the Outline View and master documents to quickly organize documents, create Mail Merges, and build forms.

Learning Outcomes

  • Use Building Blocks, Quick Parts and insert fields
  • Create and record a Macro
  • Utilize reference tools such as bookmarks, Hyperlinks, Cross References, and Footnotes or Endnotes
  • Work with Citations and Bibliographies
  • Create Table of Content, Indexes, and table of Captions and Figures
  • Use the Outline View and work with Master Documents
  • Create Mail Merges
  • Create Forms


  • Word Introduction and Intermediate courses or equivalent experience

Who is this course intended for?

  • Students who wish to understand the advanced features and functionality of Microsoft Word.

Course Curriculum

Introduction 00:00:00
Automating Word
Using Building Blocks and Quick Parts 00:00:00
Creating and Inserting Quick Parts or Building Blocks 00:00:00
Deleting a Quick Part or Building Block 00:00:00
Creating a Building Block Category 00:00:00
Editing Quick Parts or Building Blocks 00:00:00
Inserting Metadata Using Field Codes 00:00:00
Inserting Document Properties 00:00:00
Recording and Working with Macros 00:00:00
Creating and Formatting Macros 00:00:00
Assigning Macros to the Quick Access Toolbar 00:00:00
Deleting a Macro 00:00:00
Creating a Custom Document Property 00:00:00
Inserting a Linked Field 00:00:00
Utilizing Reference Tools
Adding and Using Bookmarks 00:00:00
Displaying Bookmarks 00:00:00
Creating and Working with Hyperlinks 00:00:00
Hyperlinking to a Webpage or Email Address 00:00:00
Hyperlinking Using Headings and Bookmarks 00:00:00
Hyperlinking to Another File 00:00:00
Editing a Hyperlink 00:00:00
Creating and Inserting a Cross Reference 00:00:00
Editing a Cross Reference 00:00:00
Inserting a Footnote or Endnote 00:00:00
Changing a Reference Mark Style and the Location for a Footnote and Endnote 00:00:00
Editing or Moving a Footnote or Endnote 00:00:00
Converting and Customizing Footnotes or Endnotes 00:00:00
Using Citations and Bibliography Overview 00:00:00
Adding a Source 00:00:00
Inserting a Placeholder 00:00:00
Inserting a Bibliography 00:00:00
Managing Long Documents
Creating a Table of Contents from Headings 00:00:00
Modifying and Updating a TOC 00:00:00
Creating an Index 00:00:00
Updating an Index 00:00:00
Inserting and Editing a Caption 00:00:00
Generating a Table of Figures 00:00:00
Working with the Outline View and Master Documents
Working in Outline View 00:00:00
Changing Levels and Views in Outline View 00:00:00
Editing in Outline View 00:00:00
Moving Text in Outline View 00:00:00
Working with Master Documents 00:00:00
Inserting Subdocuments into a Master Document 00:00:00
Expanding and Collapsing Subdocuments 00:00:00
Updating a Master Document 00:00:00
Unlinking and Deleting Subdocuments 00:00:00
Splitting Subdocuments 00:00:00
Merging Subdocuments 00:00:00
Creating New Subdocuments 00:00:00
Adding a Cover Page to a Master Document 00:00:00
Controlling Page Numbers on a Master Document 00:00:00
Creating a Table of Contents and Index for a Master Document 00:00:00
Printing a Master Document 00:00:00
Working with Mail Merge
Understanding Mail Merge 00:00:00
Setting Up a Recipient List in Excel 00:00:00
Setting Up a Recipient List Using Outlook Contacts 00:00:00
Creating a Recipient List 00:00:00
Sorting and Filtering Recipient Lists 00:00:00
Adding Merge Fields 00:00:00
Completing a Merge 00:00:00
Preparing Mailing Labels 00:00:00
Configuring Envelopes 00:00:00
Creating Merge Rules 00:00:00
Using Match Field 00:00:00
Creating Forms
Creating Forms in Word 00:00:00
Adding Field Labels and Controls 00:00:00
Editing Text or Content Controls 00:00:00
Locking Content Controls and Protecting a Form 00:00:00
Entering Data in a Form 00:00:00
Course Recap 00:00:00

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  • $99.00 $10.00
  • Course Certificate
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