Microsoft Word Advanced

Versions: all versions including 2019 and Office 365

Public and in-house training 


This advanced course is for people who compile and edit large documents. The course covers the compilation of large documents with numbering etc but includes features for automating work such as mail merge, macros, track changes and fields. This course is ideal for secretaries, PAs and proposal writers who need an excellent all round knowledge of advanced features in Ms Word.


1 Day

NQF level: 4


The aim of this course is to give you tools to format reports, tenders, proposals, academic theses etc and how to edit with track changes and automate documents.


This course assumes you understand and use the basic and intermediate features of Ms Word on a daily basis.

Module 1:  Document setup

  •  Customise  multi-level lists
  •  Create list styles

Module 2: Formatting using styles

  •  Apply the built-in styles from the Styles Gallery
  •  Modify a style
  •  Change style sets
  •  Create a new style
  •  Save styles to templates

Module 3: Managing large documents

  •  The Navigation Pane
  •  Inserting bookmarks
  •  Insert a cover page
  •  Create section breaks
  •  Create a section header & footer
  •  Heading Styles
  •  Adding numbering to Heading Styles
  •  Create a Table of Contents
  •  Update a Table of Contents
  •  Create cross-references
  •  Create Footnotes and Endnotes
  •  Create captions
  •  Create a table of figures
  •  Compile a bibliography (optional)
  •  Add hyperlinks to other documents, pages or websites

Module 4: Using track changes with documents 

  •  Review a document
  •  Insert comments
  •  Track and manage document changes and comments
  •  Compare document changes
  •  Merge document changes
  •  Mark as final
  •  Turn off track changes

Module 5: securing a document

  •  Document properties
  •  Remove personal information from a document
  •  Password protect documents
  •  Restrict document access

Module 6: Mail Merge

  •  Create a Data Source
  •  Use an Outlook Contact list as a Data Source
  •  Create a Main Document
  •  Merge the main document and data source
  •  Send personalised emails to multiple recipients
  •  Merge to Envelopes and Labels

Module 7: Macros

  •  Record and run a macro
  •  Assign a macro to the Quick Access toolbar
  •  Assign a macro to an object

Appendix A: Creating forms

  •  Creating a form with fields
  •  Protecting a form
  •  Automating a form

Appendix B: Using Microsoft Word with other programs

  •  Link a word document to PowerPoint and Excel
  •  Send a document outline to Microsoft PowerPoint

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