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Microsoft 365 Word
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Course description
This is the third part of Velsoft’s Microsoft Word 365 training. It’s recommended that course participants complete Microsoft Word 365: Part 1 and 2 or be familiar with the software’s basic features.
The six lessons in this course are designed to help users take their skills to the next level.
Lesson topics include:
- Collaborating on documents
- Adding reference marks and notes
- Simplifying and managing long documents
- Securing a document
- Forms
- Managing document versions
Course outline
About This Course
Course Prerequisites
Course Overview
Course Objectives
How to Use This Book
Lesson 1: Collaborating on Documents
TOPIC A: Modify User Information
Viewing File Properties
User Information
Activity 1-1: Modifying User Information
TOPIC B: Share a Document
OneDrive
Sharing a Document
Editing a Shared File
Activity 1-2: Sharing Documents
TOPIC C: Work with Comments
Inserting Comments
Editing Comments
Replying to Comments
Resolving Comments
Navigating Through Comments
Deleting Comments
Activity 1-3: Working with Comments
TOPIC D: Compare Document Changes
Legal Blackline
Comparison Settings
Accepting and Rejecting Changes
Activity 1-4: Comparing Document Changes
TOPIC E: Review a Document
Track Changes
Turn Track Changes On and Off
Markup Views
Track Changes Options
The Track Changes Indicator
Reviewing Changes
Activity 1-5: Reviewing a Document
TOPIC F: Merge Document Changes
Combining Modifications from Multiple Reviewers
Revisions Pane
Resolving Style Conflicts
Activity 1-6: Merging Document Changes
Summary
Review Questions
Lesson 2: Adding Reference Marks and Notes
TOPIC A: Add Captions
Captions
Adding Captions
Caption Dialog Box
Activity 2-1: Adding Captions
TOPIC B: Add Cross-References
Cross-References
Adding Cross-References
Cross-Reference Dialog Box
Activity 2-2: Adding Cross-References
TOPIC C: Add Bookmarks
Bookmarks
Adding Bookmarks
Bookmark Dialog Box
Bookmark Formatting Marks
Hidden Bookmarks
Activity 2-3: Adding Bookmarks
TOPIC D: Add Hyperlinks
Hyperlinks
Adding Hyperlinks
Insert Hyperlink Dialog Box
Options in the Link to Panel
Edit Hyperlink Dialog Box
Activity 2-4: Adding Hyperlinks
TOPIC E: Insert Footnotes and Endnotes
Footnotes and Endnotes
Inserting Footnotes and Endnotes
The Footnote and Endnote Dialog Box
Navigating Using Reference Marks
ScreenTips for Footnotes and Endnotes
Activity 2-5: Inserting Footnotes and Endnotes
TOPIC F: Add Citations
Sources
The Source Manager Dialog Box
The Create Source Dialog Box
The Edit Source Dialog Box
Citations
Adding Citations
The Edit Citation Dialog Box
Citation and Bibliography Styles
Activity 2-6: Adding Citations and a Bibliography
TOPIC G: Insert a Bibliography
Bibliographies
Adding a Bibliography
Updating the Bibliography
Activity 2-7: Adding Citations and a Bibliography
Summary
Review Questions
Lesson 3: Simplifying and Managing Long Documents
TOPIC A: Insert Blank and Cover Pages
Inserting Blank Pages
Inserting Cover Pages
Activity 3-1: Inserting Blank and Cover Pages
TOPIC B: Insert an Index
The Mark Index Entry Dialog Box
Index Entry Field Codes
The Index Dialog Box
The Open Index AutoMark File Dialog Box
The Concordance File
The Style Dialog Box
The Modify Style Dialog Box
Updating the Index
Activity 3-2: Inserting an Index
TOPIC C: Insert a Table of Contents
Table of Contents
The Table of Contents Dialog Box
The Add Text Option
The Mark Table of Contents Entry Dialog Box
Updating a Table of Contents
Activity 3-3: Inserting a Table of Contents
TOPIC D: Insert an Ancillary Table
Ancillary Tables
The Table of Figures Dialog Box
Table of Authorities
The Mark Citation Dialog Box
The Table of Authorities Dialog Box
Field Code for a Marked Citation
Activity 3-4: Inserting Ancillary Tables
TOPIC E: Manage Outlines
Outline View
Outline Symbols
Outline View Tools
Creating an Outline
Promoting and Demoting Sections
Activity 3-5: Managing Outlines
TOPIC F: Create a Master Document
Master Documents
Benefits of Master Documents
Creating a Master Document
Creating Subdocuments
Master Document Group
Managing Subdocuments
Activity 3-6: Creating a Master Document
Summary
Review Questions
Lesson 4: Securing a Document
TOPIC A: Suppress Information
Suppress Sensitive Information
Hidden Text
Remove Personal Information from a Document
The Document Inspector Dialog Box
Activity 4-1: Suppressing Information
TOPIC B: Set Editing Restrictions
The Restrict Editing Task Pane
Protected View
Mark as Final
Activity 4-2: Setting Editing Restrictions
TOPIC C: Add a Digital Signature to a Document
Digital Certificates
Digital Signatures
The Signature Line
Digitally Signing a Document
The Signatures Task Pane
Requested Signatures
Valid Signatures
Activity 4-3: Adding Digital Signatures to a Document
TOPIC D: Restrict Document Access
Applying a Document Password
Changing the Document Password
Removing the Document Password
Activity 4-4: Restricting Document Access
Summary
Review Questions
Lesson 5: Forms
TOPIC A: Create Forms
Forms
Plan a Form
The Controls Group
Form Controls
Design Mode
Legacy Tools
Form Field Options
Toggling Form Field Shading
Clearing Entered Data from Form Fields
Protecting a Form
Activity 5-1: Creating a Form
TOPIC B: Manipulate Forms
Modifying a Control’s Title Tab
Adding Help Contents to Form Fields
Activity 5-2: Manipulating Forms
TOPIC C: Form Data Conversion
Save Form Data as a Text File
How Data is Saved
Linking the Form to a Database
Modifying Tab Order
Activity 5-3: Converting Form Data
Summary
Review Questions
Lesson 6: Managing Document Versions
TOPIC A: Create a New Document Version
Microsoft SharePoint Server
Versioning
Versioning Settings
Major versus Minor Versions
Accessing Documents Directly from a SharePoint Site
Begin Working with Document Versions
Activity 6-1: Creating a New Document Version
TOPIC B: Compare Document Versions
The Compare Feature
Compare Document Versions
Summary
Review Questions
Lesson Labs
Lesson 1
Lesson Lab 1-1
Lesson Lab 1-2
Lesson Lab 1-3
Lesson 2
Lesson Lab 2-1
Lesson Lab 2-2
Lesson Lab 2-3
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 5
Lesson Lab 5-1
Lesson Lab 5-2
Lesson 6
Lesson Lab 6-1
Course Wrap-Up
Post-Course Assessment
Course Summary
Appendices
Keyboard Shortcut Quick Reference Sheet
Glossary
Index
What you get
Instructor Guide
Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.
Student Manual
Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the student version of the course you will be teaching.
Exercise Workbook
Whether or not you choose to introduce exercises into your training is up to you as the facilitator. In case you want to do this Velsoft offers you an Exercise Workbook (also customizable) that is specific to the course you are offering.
Sample Files
Each Velsoft courseware title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners' understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.
Powerpoint Deck
Courseware from Velsoft is designed to give you everything you need for use in the classroom or workshop. This includes the PowerPoint versions of all the courses, prepared for you in advanced.
Quick Reference Guide
Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quest Reference Guide summarizes the most important elements in each courseware title down to two pages.
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