Microsoft Word Training

Microsoft Word Training


  • Microsoft Word Training Level 1
  • Microsoft Word Training Level 2
  • Microsoft Word Training Level 3

In order to offer targeted training for our clients and a flexible schedule, our training is available in both full day and four-hour modules.

                                                                                                                  Microsoft Word Training Level 1

Course Description:
The first day of Microsoft Word literally begins with a blank page and, throughout the day, participants learn to create and control all of the most common elements of a document. During the morning session, we establish the fundamental principles of a Word Document, including time saving tips to navigate and select, how to control spacing, indentation and formatting. The afternoon session expands to discuss document level formatting, such as Headers and Footers, Columns and margins, as well as how to proof and print a document.

Module 1: Word Essentials, Formatting and Lists

  • Introduction to the Word interface: Ribbon, Tabs & Tool-tips
  • Creating a new document
  • Entering and editing text
  • Navigation techniques in a document
  • Keyboard shortcuts
  • Basic and Advanced techniques for selecting text
  • Saving and closing documents
  • Checking compatibility with previous versions of Word
  • Getting help in Word
  • Moving and Copying text
  • Formatting text in a document
  • Using the Live Preview to preview formatting choices
  • Formatting paragraphs including spacing and indentation
  • Creating bulleted and numbered lists

Module 2: Page Setup Techniques, Proofing & Printing

  • Creating Headers & Footers
  • Working with document margins
  • Creating columns
  • Working with sections
  • Inserting and controlling page breaks
  • Inserting a cover page
  • Using proofing tools (Spell/Grammar Check, Thesaurus)
  • Using Building Blocks to insert common text references or phrases
  • Finding and replacing text
  • Using the Highlight feature when searching for text
  • Creating individual envelopes and labels
  • Using and creating templates
  • Printing your documents
  • Inspecting a document for hidden data

Microsoft Word Training Level 2

Course Description:
Word is often seen as a program with a mind of its own, making unforeseen and frustrating changes to the look and alignment of objects in a document. This second day of Word will teach participants techniques to bypass these obstacles by using the right tools effectively. The opening half of this course focuses on tabs, tables, and styles, three key tools that work together to create complex and impactful document layouts. the second half of the course covers the powerful options available for graphic objects, and solves the mystery of the mail merge, a tool designed to personalize and distribute your document to whomever you like.

Module 3: Tables, Tabs & Styles

  • Setting tabs in a document
  • Creating tables in a document
  • Formatting tables using Table Styles
  • Sorting and Calculating table data
  • “Drawing” tables in Word
  • Introduction to document themes
  • Changing/customizing document themes
  • Applying and displaying text styles
  • Create a custom text style
  • Modify and delete a style
  • Using text styles to create document outlines
  • Module 4: Graphic Objects & Mail Merge
  • Inserting and customizing SmartArt
  • Working with ClipArt & WordArt
  • Inserting Pictures
  • Using the Drawing Tools
  • Managing text and graphics
  • Preparing a document for mail merge
  • Creating data sources for mail merge
  • Using existing data sources for mail merge
  • Merging data with a document
  • Sorting and filtering during a mail merge
  • Creating envelopes and labels with mail merge



Microsoft Word Training Level 3

In order to offer targeted training for our clients and a flexible schedule, our Microsoft Word training is available in four-hour modules.

Course Description:
The morning session of the advanced Word course will introduce participants to the potential of creating Forms in Word, how to have multiple people edit a document, and how to generate powerful document reference tools like Tables of Contents and indexes. The afternoon session continues with powerful features like Macros, and how to link and embed objects from other programs in Word. This final advanced course is a critical final step in the mastery of Microsoft Word and is recommended for participants who use the program regularly and are familiar with the majority of material in the first two days.

Module 5: Working with Forms, Tracking Changes, & Document References

  • Designing a form
  • Working with form fields
  • Using highlights and comments in a document
  • Tracking changes in a document
  • Comparing similar yet separate document files
  • Protecting documents
  • Creating a table of contents
  • Using footnotes and endnotes
  • Creating and Using bookmarks
  • Creating cross-references
  • Creating an index
  • Overview of Citations and Bibliographies

Module 6: Introduction to Macros & Linking

  • Recording and running a macro
  • Editing a macro
  • Creating buttons to run macros
  • Customizing the Quick Access toolbar
  • Creating hyperlinks within Word
  • Creating hyperlinks to other program files and websites
  • Inserting objects and files into Word
  • Save Word document as Web page

Course Cost:
$130 per module

Each module is 4 hours in length.

In order to offer targeted training for our clients and a flexible schedule, our training is available in both full day and four-hour modules.

These classes run frequently and are updated on a monthly basis. To get available dates that work best with your schedule, please contact us.

Workshops are held in San Francisco or may be attended remotely from your home or office. Logistic information will be sent with your confirmation.


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