Word Working with Templates

Build Confidence Automating Word Templates for Consistent Workplace Documents

This practical training course gives you the advanced skills needed to customise and automate tasks using Microsoft Word. You will learn how to create and modify templates, use field codes, record macros, build forms, and protect documents.

Whether you create templates for your own work or for other users, this course helps you standardise documents, reduce repetitive work and create more user-friendly forms and templates.

Word Working with Templates is ideal for people who:

• Are advanced Word users
• Have confidence using tables, columns, styles and AutoText
• Create reusable documents for yourself or others
• Need to automate variable content in documents
• Want to build protected, user-friendly forms

To attend Word Working with Templates, you should:

• Be familiar with Word Timesaving Features
• Be confident creating tables and columns
• Be confident using styles and AutoText entries

After completing Word Working with Templates, you will be able to:

• Create and modify reusable Word templates
• Add AutoText entries and manage templates and add-ins
• Use field codes to automate variable document content
• Record and assign macros for repeated tasks
• Create forms and protect documents from unwanted changes

Working with Templates

• Use default templates
• Create and modify your own templates

Reusable Content and Add-ins

• Add AutoText entries
• Use templates and add-ins

Field Codes

• Use field codes as placeholders for changing content
• Apply field codes for document automation

Managing Template Components

• Use the Organizer to copy or attach styles and macros
• Modify the Quick Access Toolbar for your own use

Recording and Assigning Macros

• Record macros for repeated tasks
• Assign macros to buttons
• Use automatic macros

Creating Forms

• Create forms with check boxes, dropdown lists and text boxes
• Automate templates for standardised user-friendly documents

Protecting Documents

• Apply Restrict Editing
• Test templates and forms before use