Advanced Microsoft Word Training (WRD365.3)
Build advanced Microsoft Word 365 skills for long documents, collaboration, forms, mail merge, document protection, accessibility, and macro automation.
Register or Request Training
- Private class for your team
- Live expert instructor
- Online or on‑location
- Customizable agenda
- Proposal responses same day as request
- On-Demand 24/7
- Readings, Video Presentations, Exercises
- Quizzes to knowledge check
- Life-Time Access
Course Overview
Build advanced Microsoft Word 365 skills for creating, navigating, reviewing, and securing complex business documents. Learn to manage long documents with tables of contents, cross-references, citations, bibliographies, indexes, bookmarks, and related reference tools.
Strengthen document workflows by using comments and Track Changes, comparing and combining files, creating fillable forms, managing mail merge, and protecting sensitive content. You will also learn to record macros that automate repetitive tasks.
Version: This course uses Microsoft Word 365. Relevant differences in earlier versions are noted where applicable.
NASBA CPE Credits
Webucator is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
- Field of Study
- Computer Software and Applications
- NASBA Level
- Advanced
- CPE Credits
- Private class: 8 CPE credits
- Public class: 8 CPE credits

Course Benefits
- Organize long documents with tables of contents, indexes, bookmarks, cross-references, and other navigation tools.
- Add footnotes, endnotes, citations, bibliographies, tables of figures, and tables of authorities.
- Review documents collaboratively with comments, Track Changes, and markup controls.
- Compare and combine document versions efficiently.
- Create fillable forms with content controls and editing restrictions.
- Prepare envelopes, labels, and personalized documents with mail merge.
- Protect documents with passwords, editing restrictions, metadata removal, final status, and watermarks.
- Prepare documents for broader audiences with accessibility and internationalization tools.
- Record macros to automate repetitive work.
Delivery Methods
Live expert-led online training from anywhere. Guaranteed to run .
Delivered for your team at your site or online.
Learn at your own pace with 24/7 access.
Microsoft Certified Partner
Webucator is a Microsoft Certified Partner. We design and deliver training that aligns directly with Microsoft's official technologies, standards, and learning objectives.

Course Outline
- Working with Long Documents
- Add, update, and remove a table of contents
- Insert and update a table of contents (exercise)
- Create cross-references
- Use footnotes and endnotes
- Work with footnotes (exercise)
- Insert citations and a bibliography
- Insert citations and a bibliography (exercise)
- Add an index
- Insert an index (exercise)
- Insert a table of figures
- Insert and update a table of authorities
- Use bookmarks
- Navigate with the Go To feature
- Reviewing and Collaborating on Documents
- Add comments
- Add comments to a document (exercise)
- Track changes
- Track changes in a document (exercise)
- View changes
- View markup (exercise)
- Accept and reject changes
- Accept and reject changes (exercise)
- Share documents
- Comparing and Combining Documents
- Compare documents
- Compare documents (exercise)
- Combine documents
- Combine documents (exercise)
- Creating Forms
- Show the Developer tab
- Add a date picker content control (exercise)
- Add a plain-text content control (exercise)
- Add a drop-down list content control (exercise)
- Add a check box content control (exercise)
- Add a rich-text content control (exercise)
- Restrict editing to form fields (exercise)
- Managing Mailings
- Create envelopes and labels
- Print an envelope (exercise)
- Use mail merge
- Complete a mail merge (exercise)
- Protecting Documents
- Mark a document as final
- Password-protect Word documents
- Remove file metadata
- Restrict formatting and editing
- Protect a document (exercise)
- Add watermarks
- Add a custom watermark (exercise)
- Using Macros
- Use macros
- Record a macro (exercise)
Class Materials
Each student receives a comprehensive set of materials, including course notes and all class examples.
Class Prerequisites
Experience in the following is required for this Microsoft Word class:
- Intermediate proficiency with Microsoft Word.
Prerequisite Courses
Courses that can help you meet these prerequisites:
Follow-on Courses
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