Description: Students will perform mail merges, create and use forms, and create master documents that include a table of contents, a table of figures, footnotes, endnotes, an index, bookmarks, cross-references, and Web frames. They will also create macros, customize the Quick Access toolbar and keyboard shortcuts, and work with XML documents.
Days: 1
Prerequisites: Word 2007 Intermediate or equivalent experience.
Unit 1: Mail merge
Topic A: Form letters
· Inserting a field
· Modifying a date field
· Specifying a starting document and recipient list
· Customizing a form letter
· Merging recipient list data with a form letter
Topic B: Data sources for the recipient list
· Creating and using a recipient list
· Sorting records
· Filtering records
Topic C: Mailing labels and envelopes
· Preparing mailing labels
· Printing mailing labels
· Creating envelope documents from a recipient list
Unit 2: Objects and backgrounds
Topic A: Objects
· Inserting an Excel object
· Inserting a linked object from a file
· Inserting a chart based on Excel data
Topic B: Document backgrounds
· Adding background colors, fill effects, and borders
· Adding a watermark
· Applying themes
· Protecting a theme
· Setting a default theme
Unit 3: Forms
Topic A: Form fields
· Entering data in a form
· Adding field labels
· Adding text content controls
· Adding a drop-down list to a form
· Adding a date control
Topic B: Form protection
· Protecting a form
· Removing protection
· Setting permissions for a user
Topic C: Sharing and securing documents
· Using the Compatibility Checker
· Using the Document Inspector
· Publishing a file as an XPS document
· Discussing digital signatures
Unit 4: Macros
Topic A: Recording and running macros
· Recording a macro
· Viewing a macro script
· Running a macro
Topic B: Modifying and deleting macros
· Modifying a macro
· Copying a macro
· Deleting a macro
Unit 5: Toolbar and keyboard customization
Topic A: Customizing the Quick Access toolbar
· Adding buttons to the Quick Access toolbar
· Customizing the Quick Access toolbar display
· Adding a macro to the Quick Access toolbar
· Resetting the Quick Access toolbar
Topic B: Customizing keyboard shortcuts
· Adding keyboard shortcuts
· Resetting keyboard shortcuts
Unit 6: Long documents
Topic A: Master documents
· Inserting subdocuments
· Working in Master Document view
· Deleting a subdocument
· Adding a cover page
Topic B: Tables of contents and figures
· Creating and modifying a table of contents
· Adding text to a table of contents
· Adding captions
· Inserting and updating a table of figures
Topic C: Indexes, bibliographies, and other references
· Creating main index entries and subentries
· Generating an index
· Inserting a citation
· Adding and modifying a bibliography
· Creating and updating a table of authorities
· Using footnotes
Topic D: Bookmarks and cross-references
· Creating bookmarks
· Navigating to bookmarks in a document
· Deleting a bookmark
· Creating a cross-reference
Topic E: Web frames
· Creating a frames page
· Modifying frames
Unit 7: XML features
Topic A: Working with XML
· Viewing an XML document
· Attaching an XML schema to a Word document
· Applying XML tags to content
· Modifying XML options
· Testing the schema validation
· Discussing transforms and style sheets