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Streamlining Tasks and Automating Documents in Microsoft Word

365 | 2019 | 2016
3 Hours

Course Overview

This instructor-led course covers a variety of features to help streamline your work and automate documents in Microsoft Word. You will learn how use search and replace, Autocorrect, AutoFormat, Building Blocks, templates, macros and fill-in forms.

Course Objectives

  • Use find and replace to make global changes
  • Insert special symbols
  • Use AutoCorrect to correct common misspellings as you type
  • Create a building block for reusable text
  • Use, create, and modify document templates
  • Create and run basic macros
  • Design and use fill-in forms

Course Outline

Advanced Editing and Automation Tools

  • Using Find and Replace
  • Inserting Symbols
  • Using AutoCorrect
  • Viewing Existing AutoCorrect Entries
  • Adding AutoCorrect Entries
  • Using AutoCorrect Entries
  • Working with Building Blocks
  • Inserting Building Blocks
  • Creating Building Blocks
  • Inserting Quick Parts
  • Editing Building Blocks   
  • Using the Building Blocks Organizer
  • Understanding AutoFormat as You Type

Creating Basic Macros

  • Creating Macros
  • Running Macros
  • Editing Macros
  • Adding Macros to the Quick Access Toolbar

Working with Templates

  • What is a Template?
  • The “Normal” Template
  • Specifying the Location of User and Workgroup Templates
  • Saving Existing Documents as Templates
  • Creating New Documents Based on Your Own Templates
  • Designing Templates with Fill-in Fields
  • Modifying Templates

Creating Fill-In Forms

  • Displaying the Developer Tab
  • Inserting Content Controls
  • Adjusting Control Properties
  • Protecting Forms



Any two 3-hour Microsoft classes must be scheduled on the same day to receive pricing (9:00 am to 12:00 pm and 1:00 pm to 4:00 pm).

Public Course at Softek Private Course at Your Office Private Course at Softek
This class is $500 flat fee up to 8 students $575 flat fee up to 8 students
only offered $550 flat fee up to 12 students $625 flat fee up to 12 students
for private groups. $35 per additional student $35 per additional student

Private Group Training

Private group courses are cost effective when you have a group of students who need the same course. Pricing is based on the maximum number of students anticipated per day per course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your office, you are responsible for the classroom setup, including student computers, instructor station, LCD projector, and software installation. For courses conducted at Softek, we take care of classroom setup.


Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $125 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization. There is a 2-hour minimum fee for customization.

Why Choose Softek?

  • Live, in-person training
  • Instructors with 10+ years of experience
  • Detailed training guide
  • Certificate of completion
  • Money-back guarantee