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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

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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

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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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Microsoft 365 Word

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