Microsoft Word 365 Advanced Training Materials

Master Documents & Word 365

• What Are Master Documents?
• Creating a New Master Document
• Inserting Sub-Documents into a Master Document
• Unlinking or Removing a Sub-Document from a Master Document
• Using Text Outline Options

Word 365 Tracking & Comments

•  Tracking Changes
• Accepting or Rejecting Changes
• Inserting Comments
• Displaying & Editing Comments
• Deleting Comments
• Showing or Hiding Comments

Comparing & Combining Documents

•  Comparing Documents
• Combining Revisions from Multiple Authors

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

Linking & Embedding within Word 365

•  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

Using Hyperlinks in Word 365 Documents

• Inserting Hyperlinks
• Editing a Hyperlink
• Removing a Hyperlink

Using Macros within Word 365

•  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

Word 365 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

Word 365 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

Advanced Word 365 Templates

•  What Are Word Templates?
• Creating & Using a Word Template
• Modifying a Word Template

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

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