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Word 2010 Expert

This workshop is designed to go beyond a basic understanding and to explore the more advanced features of Word 2010 in a practical way. This workshop incorporates a hands-on approach to learning. They will get a chance to practice some of the advanced features right on a computer.

In this Word 2010 Expert workshop, you will cover some of the more advanced tasks like Mail Merge, Tracking Documents, Working with Templates, Reusable and Linked Content, and other research and review tasks.

Objective:

  • Understand document Information
  • Protect a document
  • Manage versions
  • Customize Word Options
  • Create and use customized building blocks and Autotext
  • Apply a template to an existing document
  • Use different headers and footers in a document
  • Use text box links
  • Merge different versions of a document
  • Track comments in a combined document
  • Create a mail merge
  • Create a master document
  • Insert or create a subdocument
  • Merge and split subdocuments
  • Lock a master document
  • Record or run a macro
  • Create a form
Introduction : Getting Started

Welcome to the Word 2010 Expert workshop. This course will help you unlock even more advanced tools and features to have you editing and developing documents like an expert.

Module 1 : Working with Document Information and Word Customization

In this module, you’ll understand how to control the environment where you create documents, as well as specialized information about those documents. We’ll start with gaining a basic understanding of the document information available in the Backstage view. Then, you’ll learn how to protect a document. You’ll also learn how to check for issues when working with others who are using earlier versions of Word. This module also explains how to manage different versions of a document. Finally, you’ll learn the basics of customizing your Word options to make the environment perfectly suited to your use.

Module 2 : Working with Reusable Content

Word has many ways to reuse content, such as small snippets of text or even images and whole pages of formatting. This module will start by looking at Autotext, which is a type of Quick Part in Word. Then you’ll learn how to insert a Quick Part. This module also explains how to create customized building blocks to really help save you time. Finally, you’ll learn how to edit a building block.

Module 3 : Working with Templates

Templates can be a huge time saver for occasions when you need to make many documents with the same types of formatting. In this module, you’ll learn about using templates in Word 2010. Then you’ll learn how to modify an existing template. You’ll also learn how to create a new template. This module explains how to apply a template to an existing document so that you can quickly reformat a document. Finally, you’ll learn how to manage your templates.

Module 4 : Working with Sections and Linked Content

In this module, you’ll learn some powerful uses for sections. First, we’ll take a general look at sections and learn how to enter a section break. Next, we’ll cover how to customize page numbers in a document using sections. Then we’ll look at using multiple page formats in a document. This module also explains how to use different headers and footers in a document. Finally, we’ll take a look at how to link and unlink text boxes.

Module 5 : Managing Versions and Tracking Documents

Word 2010 has some great features to help you work with your documents. If you need to go back to an earlier version, you can use the auto save feature to help you restore an earlier version. This module explains how to configure your auto save settings so that previous versions of your documents will be available. It also explains how to review, compare, and restore previous versions. You’ll also learn how to work with tracked comments and changes from multiple authors. First, you’ll learn how to combine the changes and comments into one document. Then, you can use that compilation to review all of the comments at one time.

Module 6 : Using Cross References

In this module, you’ll learn how to use cross references to guide your reader to other information in your document. First, we’ll learn about the different types of cross references. Then, you’ll learn how to insert a bookmark to use as a cross reference. This module explains how to insert a cross reference to a bookmark or to heading text. You’ll also learn how to update a cross reference. Finally, we’ll take a look at some advanced tools to use in formatting your cross references.

Module 7 : Working with Mail Merges

This module explains how to use mail merges to create customized letters, emails, and labels. You’ll learn how to create a mail merge with an external data source. Then you’ll learn how to create an email merge by entering a new list of recipients. We’ll also discuss other types of data sources you can use. This module also explains how to create labels. For that lesson, we’ll look at creating a mail merge without using the Mail Merge Wizard. Finally, you’ll learn about using envelope and label forms instead of merging the information.

Module 8 : Working with Master Documents

Master documents allow you to keep track of a number of related documents and combined them in a single place to control page numbering, printing, and other activities. In this module, you’ll learn how to create a master document and create subdocuments. You’ll also learn how to insert a subdocument. Then we’ll cover how to work with subdocuments, including expanding and collapsing the subdocuments in the master document, unlinking a subdocument, and merging and splitting subdocuments. Finally, we’ll look at how to lock a master document so that changes are not saved in the subdocuments accidentally.

Module 9 : Working with Macros

Macros allow you to automate frequently used tasks. You can use macros to speed up routine editing and formatting or combine multiple commands. You can even use a macro to make an option in a dialog box more accessible. This module focuses on learning how to record a macro and how to run a macro. We’ll also cover how to apply macro security. Finally, we’ll learn how to assign a macro you have recorded to a command button so that it is available from the Ribbon.

Module 10 : Working with Forms

In this module, you’ll learn about forms, where you can make it easy for users to enter specific data without changing the look or spacing of your document. In the first lesson, you’ll learn about the Developer tab and creating a form from a template. Then, you’ll learn about the form controls, which allow you to add different types of controlled content. This module also explains how to lock a form and add or remove fields. Finally, you’ll learn how to insert data from a database onto a form.

Conclusion : Wrapping Up

Although this workshop is coming to a close, we hope that your journey to improve your Word skills is just beginning. Please take a moment to review and update your action plan. This will be a key tool to guide your progress in the days, weeks, months, and years to come. We wish you the best of luck on the rest of your travels!