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Microsoft 365 Word: Part 2
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This is the second part of Velsoft’s Microsoft Word 365 training. It’s recommended that course participants complete Microsoft Word 365: Part 1 or be familiar with the software’s basic features.
By the end of this course, users should be comfortable with using tools such as styles, macros, templates, mail merge, and building blocks to automate tasks. Students will also understand how to create complex documents using tables, charts, and various types of illustrations.
This course is divided into nine lessons, which each include an activity to complete, a summary of the material covered, and review questions to answer.
Each customizable course package comes complete with all the tools needed to deliver a comprehensive training session, including an instructor guide, PowerPoint slides, and more.
About This Course
Course Prerequisites
Course Overview
Course Objectives
How To Use This Book
Lesson 1: Working with Tables and Charts
TOPIC A: Sort Table Data
Sorting Tables
Activity 1-1: Sorting Table Data
TOPIC B: Control Cell Layout
Cell Merging
Cell Splitting
Cell Alignment
Text Direction
Activity 1-2: Controlling Cell Layout
TOPIC C: Perform Calculations in a Table
Formulas in Word
Functions in Word
Equations
Activity 1-3: Performing Calculations in a Table
TOPIC D: Create a Chart
Charts
Chart Components
Types of Charts
Creating a Chart
The Chart Tools Tabs
Activity 1-4: Creating a Chart
TOPIC E: Modify a Chart
Chart Quick Analysis Buttons
Changing the Chart Type
Editing Chart Data
Saving a Chart as a Template
The Caption Dialog Box
Activity 1-5: Modifying a Chart
Summary
Review Questions
Lesson 2: Customizing Formats Using Styles and Themes
TOPIC A: Create and Modify Text Styles
Types of Text Styles
Applying Styles
Character Spacing
Activity 2-1: Creating Text Styles
TOPIC B: Modify Text Styles
Custom Styles
The Create New Style from Formatting Dialog Box
Style Modification Options
Assigning Keyboard Shortcuts to Styles
Activity 2-2: Modifying Text Styles
TOPIC C: Create Custom List or Table Styles
Tools for List Styles
Tools for Table Styles
Activity 2-3: Creating Custom List and Table Styles
TOPIC D: Apply Document Themes
Applying Document Themes
Changing the Style Set
Creating Custom Style Sets
Activity 2-4: Applying Document Themes
TOPIC E: Customize Document Themes
The Document Formatting Group
Creating Custom Color Schemes
Creating Custom Font Schemes
Saving Custom Themes
Activity 2-5: Customizing Document Themes
Summary
Review Questions
Lesson 3: Using Images in a Document
TOPIC A: Resize an Image
Resizing Options
Cropping Images
The Background Removal Tool
Compression Tools
Activity 3-1: Resizing an Image
TOPIC B: Adjust Image Appearance
The Adjust Group
Corrections Options
Color Options
Artistic Effects Options
Transparency Options
Applying Picture Styles
Activity 3-2: Adjusting Image Appearance
TOPIC C: Integrate Pictures and Text
Text Wrapping Styles
Configuring Wrap Points
Picture Positioning Options
Rotating Images
Adding Captions
Activity 3-3: Integrating Pictures and Text
TOPIC D: Insert and Format Screenshots
The Screenshot Tool
Activity 3-4: Inserting and Formatting Screenshots
TOPIC E: Insert Video
Video Links
Inserting a Video
Playing a Video
Activity 3-5: Inserting a Video
Summary
Review Questions
Lesson 4: Creating Custom Graphic Elements
TOPIC A: Create Text Boxes and Pull Quotes
Types of Text Boxes
Inserting a Text Box with the Text Box Gallery
Drawing a Text Box
The Drawing Tools – Format Contextual Tab
Activity 4-1: Creating Text Boxes
TOPIC B: Format Text Boxes and Pull Quotes
Applying Text Box Styles
Formatting Text Boxes
Applying Shadow and 3-D Effects
Changing Text Direction
Saving the Selection to the Text Box Gallery
Activity 4-2: Formatting Text Boxes
TOPIC C: Draw Shapes
Shapes in Word
Types of Shapes
Applying Shape Styles
Resizing Shapes
The Drawing Canvas
Activity 4-3: Drawing Shapes
TOPIC D: Modify Shapes
Text Wrapping Styles
Configuring Wrap Points
Positioning Options
Adding Text to a Shape
Formatting Text in a Shape
Adding Captions
Activity 4-4: Formatting Shapes
TOPIC E: Add WordArt and Other Text Effects
WordArt
Drop Caps
Activity 4-5: Adding WordArt and Other Text Effects
TOPIC F: Create Complex Illustrations with SmartArt
SmartArt Graphics
The Choose a SmartArt Graphic Dialog Box
Adding Text and Images to the Diagram
SmartArt Graphic Categories
The SmartArt Tools Contextual Tabs
Activity 4-6: Creating Complex Illustrations with SmartArt
Summary
Review Questions
Lesson 5: Inserting Content Using Quick Parts
TOPIC A: Insert Building Blocks
Quick Parts
Building Blocks
The Building Blocks Organizer Dialog Box
Activity 5-1: Inserting Building Blocks and Quick Parts
TOPIC B: Create and Modify Building Blocks
The Create New Building Blocks Dialog Box
Building Block Modification Options
Copying Building Blocks Between Documents
Activity 5-2: Creating and Modifying Building Blocks
TOPIC C: Insert Fields Using Quick Parts
Fields
Field Code Syntax
The Field Dialog Box
Activity 5-3: Inserting Fields Using Quick Parts
Summary
Review Questions
Lesson 6: Controlling Text Flow
TOPIC A: Control Paragraph Flow
Paragraph Flow Options
Activity 6-1: Controlling Paragraph Flow
TOPIC B: Insert Section Breaks
Sections and Section Breaks
When to Use Section Breaks
Inserting a Section Break
Types of Section Breaks
Creating Section Titles
Activity 6-2: Inserting Section Breaks
TOPIC C: Insert Columns
Text Columns
Text Column Options
Activity 6-3: Inserting Columns
TOPIC D: Link Text Boxes to Control Text Flow
Linked Text Boxes
Inserting Text from a File
Activity 6-4: Linking Text Boxes
Summary
Review Questions
Lesson 7: Using Templates
TOPIC A: Create a Document Using a Template
Templates in Word
Creating a Document from a Template
Viewing Personal Templates
Template Storage Locations
Activity 7-1: Creating a Document Using a Template
TOPIC B: Create a Template
Creating a New Template
Modifying a Template
Attaching a Template to a Document
Managing Templates with the Organizer
The Default Template Location
Activity 7-2: Creating a Template
Summary
Review Questions
Lesson 8: Using Mail Merge
TOPIC A: Mail Merge Basics
Mail Merge
Mail Merge Fields
Mail Merge Rules
Data Sources
The Mailings Tab
Activity 8-1: Mail Merge Basics
TOPIC B: Perform a Mail Merge
The Mail Merge Process
The Mail Merge Wizard and Related Dialog Boxes
Opening a Mail Merge Document with a Data Source Attached
Unlinking a Data Source
Activity 8-2: Performing a Mail Merge
TOPIC C: Merge Envelopes and Labels
Merge Options for Envelopes and Labels
Creating a Single Envelope or Label
Set Up a Return Address
Activity 8-3: Merging Envelopes and Labels
TOPIC D: Create a Data Source Using Word
Data Sources
Data Guidelines
Creating a Data Source Using Word
Activity 8-4: Creating a Data Source Using Word
Summary
Review Questions
Lesson 9: Using Macros
TOPIC A: Automate Tasks Using Macros
Macros
The Developer Tab
The Macros Dialog Box
Macro Security
Macro Security Components
Activity 9-1: Automating Tasks Using Macros
TOPIC B: Create a Macro
The Record Macro Dialog Box
Creating Keyboard Shortcuts for Macros
Assigning Macros to Buttons
Managing Macros with the Organizer
Visual Basic for Applications
Activity 9-2: Creating a Macro
Summary
Review Questions
Lesson Labs
LESSON 1
Lesson Lab 1-1
Lesson Lab 1-2
Lesson 2
Lesson Lab 2-1
Lesson Lab 2-2
Lesson 3
Lesson Lab 3-1
Lesson Lab 3-2
Lesson Lab 3-3
Lesson 4
Lesson Lab 4-1
Lesson Lab 4-2
Lesson Lab 4-3
Lesson 5
Lesson Lab 5-1
Lesson 6
Lesson Lab 6-1
Lesson Lab 6-2
Lesson 7
Lesson Lab 7-1
Lesson 8
Lesson Lab 8-1
Lesson Lab 8-2
Lesson 9
Lesson Lab 9-1
Course Wrap-Up
Post-Course Assessment
Course Summary
Next Steps
Appendices
Keyboard Shortcut Quick Reference Sheet
Glossary
Index
This is the second part of Velsoft’s Microsoft Word 365 training. It’s recommended that course participants complete Microsoft Word 365: Part 1 or be familiar with the software’s basic features.
By the end of this course, users should be comfortable with using tools such as styles, macros, templates, mail merge, and building blocks to automate tasks. Students will also understand how to create complex documents using tables, charts, and various types of illustrations.
This course is divided into nine lessons, which each include an activity to complete, a summary of the material covered, and review questions to answer.
Each customizable course package comes complete with all the tools needed to deliver a comprehensive training session, including an instructor guide, PowerPoint slides, and more.
About This Course
Course Prerequisites
Course Overview
Course Objectives
How To Use This Book
Lesson 1: Working with Tables and Charts
TOPIC A: Sort Table Data
Sorting Tables
Activity 1-1: Sorting Table Data
TOPIC B: Control Cell Layout
Cell Merging
Cell Splitting
Cell Alignment
Text Direction
Activity 1-2: Controlling Cell Layout
TOPIC C: Perform Calculations in a Table
Formulas in Word
Functions in Word
Equations
Activity 1-3: Performing Calculations in a Table
TOPIC D: Create a Chart
Charts
Chart Components
Types of Charts
Creating a Chart
The Chart Tools Tabs
Activity 1-4: Creating a Chart
TOPIC E: Modify a Chart
Chart Quick Analysis Buttons
Changing the Chart Type
Editing Chart Data
Saving a Chart as a Template
The Caption Dialog Box
Activity 1-5: Modifying a Chart
Summary
Review Questions
Lesson 2: Customizing Formats Using Styles and Themes
TOPIC A: Create and Modify Text Styles
Types of Text Styles
Applying Styles
Character Spacing
Activity 2-1: Creating Text Styles
TOPIC B: Modify Text Styles
Custom Styles
The Create New Style from Formatting Dialog Box
Style Modification Options
Assigning Keyboard Shortcuts to Styles
Activity 2-2: Modifying Text Styles
TOPIC C: Create Custom List or Table Styles
Tools for List Styles
Tools for Table Styles
Activity 2-3: Creating Custom List and Table Styles
TOPIC D: Apply Document Themes
Applying Document Themes
Changing the Style Set
Creating Custom Style Sets
Activity 2-4: Applying Document Themes
TOPIC E: Customize Document Themes
The Document Formatting Group
Creating Custom Color Schemes
Creating Custom Font Schemes
Saving Custom Themes
Activity 2-5: Customizing Document Themes
Summary
Review Questions
Lesson 3: Using Images in a Document
TOPIC A: Resize an Image
Resizing Options
Cropping Images
The Background Removal Tool
Compression Tools
Activity 3-1: Resizing an Image
TOPIC B: Adjust Image Appearance
The Adjust Group
Corrections Options
Color Options
Artistic Effects Options
Transparency Options
Applying Picture Styles
Activity 3-2: Adjusting Image Appearance
TOPIC C: Integrate Pictures and Text
Text Wrapping Styles
Configuring Wrap Points
Picture Positioning Options
Rotating Images
Adding Captions
Activity 3-3: Integrating Pictures and Text
TOPIC D: Insert and Format Screenshots
The Screenshot Tool
Activity 3-4: Inserting and Formatting Screenshots
TOPIC E: Insert Video
Video Links
Inserting a Video
Playing a Video
Activity 3-5: Inserting a Video
Summary
Review Questions
Lesson 4: Creating Custom Graphic Elements
TOPIC A: Create Text Boxes and Pull Quotes
Types of Text Boxes
Inserting a Text Box with the Text Box Gallery
Drawing a Text Box
The Drawing Tools – Format Contextual Tab
Activity 4-1: Creating Text Boxes
TOPIC B: Format Text Boxes and Pull Quotes
Applying Text Box Styles
Formatting Text Boxes
Applying Shadow and 3-D Effects
Changing Text Direction
Saving the Selection to the Text Box Gallery
Activity 4-2: Formatting Text Boxes
TOPIC C: Draw Shapes
Shapes in Word
Types of Shapes
Applying Shape Styles
Resizing Shapes
The Drawing Canvas
Activity 4-3: Drawing Shapes
TOPIC D: Modify Shapes
Text Wrapping Styles
Configuring Wrap Points
Positioning Options
Adding Text to a Shape
Formatting Text in a Shape
Adding Captions
Activity 4-4: Formatting Shapes
TOPIC E: Add WordArt and Other Text Effects
WordArt
Drop Caps
Activity 4-5: Adding WordArt and Other Text Effects
TOPIC F: Create Complex Illustrations with SmartArt
SmartArt Graphics
The Choose a SmartArt Graphic Dialog Box
Adding Text and Images to the Diagram
SmartArt Graphic Categories
The SmartArt Tools Contextual Tabs
Activity 4-6: Creating Complex Illustrations with SmartArt
Summary
Review Questions
Lesson 5: Inserting Content Using Quick Parts
TOPIC A: Insert Building Blocks
Quick Parts
Building Blocks
The Building Blocks Organizer Dialog Box
Activity 5-1: Inserting Building Blocks and Quick Parts
TOPIC B: Create and Modify Building Blocks
The Create New Building Blocks Dialog Box
Building Block Modification Options
Copying Building Blocks Between Documents
Activity 5-2: Creating and Modifying Building Blocks
TOPIC C: Insert Fields Using Quick Parts
Fields
Field Code Syntax
The Field Dialog Box
Activity 5-3: Inserting Fields Using Quick Parts
Summary
Review Questions
Lesson 6: Controlling Text Flow
TOPIC A: Control Paragraph Flow
Paragraph Flow Options
Activity 6-1: Controlling Paragraph Flow
TOPIC B: Insert Section Breaks
Sections and Section Breaks
When to Use Section Breaks
Inserting a Section Break
Types of Section Breaks
Creating Section Titles
Activity 6-2: Inserting Section Breaks
TOPIC C: Insert Columns
Text Columns
Text Column Options
Activity 6-3: Inserting Columns
TOPIC D: Link Text Boxes to Control Text Flow
Linked Text Boxes
Inserting Text from a File
Activity 6-4: Linking Text Boxes
Summary
Review Questions
Lesson 7: Using Templates
TOPIC A: Create a Document Using a Template
Templates in Word
Creating a Document from a Template
Viewing Personal Templates
Template Storage Locations
Activity 7-1: Creating a Document Using a Template
TOPIC B: Create a Template
Creating a New Template
Modifying a Template
Attaching a Template to a Document
Managing Templates with the Organizer
The Default Template Location
Activity 7-2: Creating a Template
Summary
Review Questions
Lesson 8: Using Mail Merge
TOPIC A: Mail Merge Basics
Mail Merge
Mail Merge Fields
Mail Merge Rules
Data Sources
The Mailings Tab
Activity 8-1: Mail Merge Basics
TOPIC B: Perform a Mail Merge
The Mail Merge Process
The Mail Merge Wizard and Related Dialog Boxes
Opening a Mail Merge Document with a Data Source Attached
Unlinking a Data Source
Activity 8-2: Performing a Mail Merge
TOPIC C: Merge Envelopes and Labels
Merge Options for Envelopes and Labels
Creating a Single Envelope or Label
Set Up a Return Address
Activity 8-3: Merging Envelopes and Labels
TOPIC D: Create a Data Source Using Word
Data Sources
Data Guidelines
Creating a Data Source Using Word
Activity 8-4: Creating a Data Source Using Word
Summary
Review Questions
Lesson 9: Using Macros
TOPIC A: Automate Tasks Using Macros
Macros
The Developer Tab
The Macros Dialog Box
Macro Security
Macro Security Components
Activity 9-1: Automating Tasks Using Macros
TOPIC B: Create a Macro
The Record Macro Dialog Box
Creating Keyboard Shortcuts for Macros
Assigning Macros to Buttons
Managing Macros with the Organizer
Visual Basic for Applications
Activity 9-2: Creating a Macro
Summary
Review Questions
Lesson Labs
LESSON 1
Lesson Lab 1-1
Lesson Lab 1-2
Lesson 2
Lesson Lab 2-1
Lesson Lab 2-2
Lesson 3
Lesson Lab 3-1
Lesson Lab 3-2
Lesson Lab 3-3
Lesson 4
Lesson Lab 4-1
Lesson Lab 4-2
Lesson Lab 4-3
Lesson 5
Lesson Lab 5-1
Lesson 6
Lesson Lab 6-1
Lesson Lab 6-2
Lesson 7
Lesson Lab 7-1
Lesson 8
Lesson Lab 8-1
Lesson Lab 8-2
Lesson 9
Lesson Lab 9-1
Course Wrap-Up
Post-Course Assessment
Course Summary
Next Steps
Appendices
Keyboard Shortcut Quick Reference Sheet
Glossary
Index
Fully Customizable
Make any changes you like including easily taking our branding off and replacing it with yours.
Unlimited Users
Train as many participants at your location as you like - forever!
Unlimited Printing Rights
Print-on-demand only what you need for as many participants with no limits.
No Annual Renewal Fees
One-off pricing. Never pay again to use the materials.
Fully Customizable
Make any changes you like including easily taking our branding off and replacing it with yours.
Unlimited Users
Train as many participants at your location as you like - forever!
Unlimited Printing Rights
Print-on-demand only what you need for as many participants with no limits.
No Annual Renewal Fees
One-off pricing. Never pay again to use the materials.
