Microsoft Word 2010 Level 3 potx

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Microsoft Word 2010 Level 3 www.ddls.com.au 1800 U LEARN (1800 853 276) Sydney Melbourne Brisbane Thakral House Level 3, Dimension Data Building Level 8, Level 10, 301 George Street 11-17 Dorcas Street 201 Charlotte Street Sydney NSW 2000 South Melbourne VIC 3205 Brisbane QLD 4000 Canberra Adelaide Perth Level 10, ACTewAGL House Level 4, Level 7, 221 London Circuit 139 Frome Street 553 Hay Street Canberra ACT 2600 Adelaide SA 5000 Perth WA 6000 MICROSOFT WORD 2010 LEVEL 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ISBN 978-1-921721-48-9 Copyright  2010 Melbourne by Watsonia Software Pty Ltd (ABN 64 060 335 748) Published by Watsonia Publishing 47 Greenaway Street Bulleen Vic Australia 3105 Telephone: (61 3) 9851 4000 Facsimile: (61 3) 9851 4001 Web site: www.watsoniapublishing.com Product Code INF1012 First published: September 2010; Revised November 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Production Acknowledgments This course is the result of team collaboration. However, several individuals need to be singled out for acknowledgement including Natalie Ford, Lisa Charlesworth, Marie Krupa (proofing), and Ron Krupa (course assembly and publishing). Trademark Acknowledgments All terms mentioned in this manual that are known to be trademarks or service marks have been appropriately acknowledged or capitalised. Watsonia Software cannot attest to the accuracy of this information. Use of a term in this manual should not be regarded as affecting the validity of any trademark or service mark. Screen Shots © 1983-2010 Microsoft. All rights reserved. Disclaimer Every effort has been made to provide accurate and complete information. However, Watsonia Software assumes no responsibility for any direct, indirect, incidental, or consequential damages arising from the use of information in this document. Data and case study examples are intended to be fictional. Any resemblance to real persons or companies is coincidental. Copyright Notice This publication is protected in accordance with the provisions of the Copyright Act. Apart from permissions expressed in the Copyright Act pertaining to copying for study, review, or research, no part of this publication may be reproduced in any form, or stored in a database or retrieval system, or transmitted or distributed in any form by any means, electronic, mechanical photocopying, recording, or otherwise without written permission from Watsonia Software Pty Ltd. Microsoft Word 2010 - Level 3 © Watsonia Publishing - i - Read Me Preface READ ME FIRST 1 4 In case you're not familiar with the terminology, Read Me First is quite often the name given to a computer file that contains important information for people to know prior to using an application. This section contains some important information to help you use this book so we thought we'd start with a Read Me First section. Who this course is for Microsoft Word 2010 Level 3 is designed for users who are keen to extend their understanding and knowledge of Word beyond creating basic documents. What skills and knowledge you will acquire The skills and knowledge acquired in this course are sufficient to be able to use and operate the software at an advanced level especially as it relates to creating more complex documents and also automating document procedures. What you'll need to know before beginning this course This course assumes an understanding of the topics and concepts covered in Levels 1 and 2. It would also be beneficial to have a general understanding of personal computers and the Windows operating system environment. The objectives of this guide… At the completion of this course you should be able to: • apply various page layout techniques • save a document as a PDF and view it in a PDF reader • customise mail merges • insert and work with text boxes • create and work with SmartArt • create and use building blocks • create, use and delete bookmarks • create and work with a table of contents in a document • create and work with an index in a document • create and use interactive fields. • create and work with master documents • create and remove several forms of protection for your document • create and work with electronic forms in Word • create and work with macros • insert content from other sources What you get in a Chapter Each of the chapters is comprised of a summary page listing the topics covered in that chapter. The chapter then consists of single-page topic sheets pertaining to the theme of the chapter. What you'll need to have before commencing this course Many of the topics in Microsoft Word 2010 Level 3 require you to open an existing file with data in it. These files can be downloaded free of charge from our web site at www.watsoniapublishing.com. Simply follow the student files link on the home page. You will need the product code for this course which is INF1012. As you work through this guide… It is strongly recommended that you close all open files, if any, prior to commencing each new chapter in this learning guide. Each chapter, where relevant, has its own set of course files and any from a previous chapter are no longer required. Where to from here Have a look at the next page which explains how a topic page works, ensure that you have access to the exercise files (see above), and you're ready to make a start. www.spotlighttraining.com Loughborough University IT Services University of St Andrews Oxford Brookes University – Computer Services Dimension Data Learning Solutions 2011 Microsoft Word 2010 - Level 3 © Watsonia Publishing - ii - How To Preface WORKING WITH TOPIC SHEETS The majority of this book comprises single-page topic sheets. There are two types of topic sheets: task and reference. The layout of both is similar – an overview at the top, detail in the centre and additional reference (optional) material at the bottom. Task sheets contain a Try This Yourself step-by-step exercise panel in the detail area as shown below. Topic name General topic overview provides an introduction to the topic Try This Yourself (Task-based topic sheets) is a detailed step-by-step practice exercise for you to work through. In Reference topic sheets this is usually replaced by a box with reference information. In Task topic sheets screen shots and graphics provide a visual clue as to what will happen when you work through the Try This Yourself practice exercise. In Reference topic sheets the screen shots and graphics are used to visually represent information and concepts. The For Your Reference (optional) element provides a quick summary of the steps required to perform a task. These usually only appear in Task-based topic sheets. The Handy To Know (optional) element provides additional information such as alternate ways of accomplishing a task or further information providing handy tips. 1 2 3 4 5 6 www.spotlighttraining.com Loughborough University IT Services University of St Andrews Oxford Brookes University – Computer Services Dimension Data Learning Solutions 2011 Microsoft Word 2010 - Level 3 CONTENTS © Watsonia Publishing - iii - Contents Chapter 1: Page Techniques 1 Inserting A Cover Page 2 Inserting A Blank Cover Page 3 Inserting A Watermark 4 Creating A Watermark 5 Removing A Watermark 6 Applying Page Colours 7 Applying A Page Border 8 Applying Lines To A Page 9 Chapter 2: Saving To PDF 11 Understanding PDF 12 Saving A Document As A PDF 13 Viewing A PDF File 14 Chapter 3: Mail Merge Techniques 15 Running A Saved Merge 16 Excluding Recipients 17 Filtering Recipients 18 Sorting Recipients 19 Selecting Another Data Source 20 Applying An If…Then…Else… Rule 21 Applying A Fill-In Rule 22 Chapter 4: Text Boxes 23 Understanding Text Boxes 24 Inserting A Preformatted Text Box 25 Typing Text Into A Text Box 26 Positioning A Text Box 27 Resizing A Text Box 28 Deleting A Text Box 29 Drawing A Text Box 30 Formatting A Text Box 31 Chapter 5: SmartArt 33 Understanding SmartArt 34 Inserting A SmartArt Graphic 35 Inserting Text 36 Adding Shapes Below 37 Adding Shapes Above 38 Adding Shapes Before And After 39 Adding An Assistant 40 Promoting And Demoting Positions 41 Switching Right To Left 42 Positioning SmartArt 43 Resizing SmartArt 44 Applying A Different Layout 45 Applying A Colour Scheme 46 Applying A SmartArt Style 47 Deleting SmartArt Shapes 48 www.spotlighttraining.com Loughborough University IT Services University of St Andrews Oxford Brookes University – Computer Services Dimension Data Learning Solutions 2011 Microsoft Word 2010 - Level 3 CONTENTS © Watsonia Publishing - iv - Contents Chapter 6: Building Blocks 49 Understanding Building Blocks 50 Inserting A Building Block 51 Creating Building Blocks 52 Saving Building Blocks 53 Inserting Quick Parts 54 Editing Building Blocks 55 Deleting Building Blocks 56 Saving Building Blocks To A Template 57 AutoText Versus Quick Parts 58 Chapter 7: Bookmarks 59 Creating Bookmarks 60 Navigating With Bookmarks 61 Deleting Bookmarks 62 Chapter 8: Table Of Contents 63 Understanding Tables Of Contents 64 Inserting A Built-In Table Of Contents 65 Navigating With A Table Of Contents 66 Updating Page Numbers 67 Updating A Table Of Contents 68 Customising A Table Of Contents 69 Formatting A Table Of Contents 70 Chapter 9: Indexing 71 Understanding Indexing 72 Marking Index Entries 73 Creating An AutoMark File 74 Marking Index Entries With An AutoMark File 75 Removing Marked Entries 76 Generating An Index 77 Modifying The Index Format 78 Updating An Index 79 Chapter 10: Fields 81 Understanding Fields 82 The Field Dialog Box 83 Inserting A Document Information Field 84 Setting Field Properties 85 Showing And Hiding Field Codes 86 Showing And Hiding Field Shading 87 Inserting Formula Fields 88 Inserting A Date And Time Field 89 Updating Fields Automatically When Printing 90 Locking And Unlocking Fields 91 Applying A Number Format 92 www.spotlighttraining.com Loughborough University IT Services University of St Andrews Oxford Brookes University – Computer Services Dimension Data Learning Solutions 2011 Microsoft Word 2010 - Level 3 CONTENTS © Watsonia Publishing - v - Contents Chapter 11: Interactive Fields 93 Understanding Interactive Fields 94 Inserting a FILLIN Field 95 Typing Fields Codes 96 Activating Interactive Fields 97 Inserting An ASK Field 98 Using REF To Display Bookmarks 99 Activating Fields Automatically 100 Chapter 12: Master Documents 101 Understanding Master Documents 102 Creating A Master Document 103 Creating Subdocuments 104 Working With Master Documents 105 Inserting Subdocuments 106 Formatting A Master Document 107 Editing Subdocuments 108 Merging Subdocuments 109 Splitting Subdocuments 110 Deleting Subdocuments 111 Building A Table Of Content 112 Printing A Master Document 113 Why Master Documents Are Misunderstood 114 Chapter 13: Tracking Changes 115 Understanding Tracking Changes 116 Enabling And Disabling Tracked Changes 117 Changing Tracking Options 118 Showing Revisions In Balloons 119 Showing Revisions Inline 120 Showing And Hiding Revisions 121 Showing Specific Types Of Revisions 122 Showing And Hiding The Reviewing Pane 123 Accepting And Rejecting Changes 124 Chapter 14: Protecting Documents 125 Understanding Document Protection 126 Making A Document Read-Only 127 Working With A Read-Only Document 128 Restricting Formatting 129 Working With Formatting Restrictions 130 Restricting Editing 131 Making Exceptions 132 Stopping Document Protection 133 www.spotlighttraining.com Loughborough University IT Services University of St Andrews Oxford Brookes University – Computer Services Dimension Data Learning Solutions 2011 Microsoft Word 2010 - Level 3 CONTENTS © Watsonia Publishing - vi - Contents Chapter 15: Electronic Forms 135 Understanding Electronic Forms In Word 136 Creating A Form 137 Understanding Content Controls 138 Displaying The Developer Tab 139 Inserting Text Controls 140 Setting Content Control Properties 141 Inserting The Date Picker Control 142 Inserting Prompt Text 143 Inserting Formulas 144 Inserting A Combo Box Control 145 Inserting A Drop-Down List Control 146 Protecting And Saving The Form 147 Completing An Electronic Form 148 Editing A Protected Form 149 Deleting A Content Control 150 Chapter 16: Macros 151 Understanding Macros In Word 152 Setting Macro Security 153 Saving A Document As Macro-Enabled 154 Recording A Macro 155 Running A Macro 156 Assigning A Macro To The Toolbar 157 Assigning A Keyboard Shortcut To A Macro 158 Editing A Macro 159 Deleting A Macro 160 Creating A MacroButton Field 161 Copying A Macro 162 Tips For Developing Macros 163 Chapter 17: Importing 165 Understanding Importing 166 Importing Text 167 Importing Excel Data 168 Importing Linked Excel Data 169 Importing And Embedding Excel Data 170 Modifying Embedded Excel Data 171 Concluding Remarks 173 www.spotlighttraining.com Loughborough University IT Services University of St Andrews Oxford Brookes University – Computer Services Dimension Data Learning Solutions 2011 Microsoft Word 2010 - Level 3 © Watsonia Publishing Page 1 Page Techniques CHAPTER 1 PAGE TECHNIQUES Once you have written and formatted your document, you may consider adding some finishing touches to the overall page layout, such as cover pages, watermarks, page borders, and the like. This chapter will step you through some of the page layout techniques that you can apply to your documents in Word. In this session you will:  learn how to insert a cover page  learn how to insert a blank cover page  learn how to insert a watermark  learn how to create a watermark  learn how to remove a watermark  learn how to apply page colours  learn how to apply page borders  learn how to apply lines to a page. INFOCUS WPL_W816 www.spotlighttraining.com Loughborough University IT Services University of St Andrews Oxford Brookes University – Computer Services Dimension Data Learning Solutions 2011 Microsoft Word 2010 - Level 3 © Watsonia Publishing Page 2 Page Techniques INSERTING A COVER PAGE Try This Yourself: Open File Before starting this exercise you MUST open the file W816 Page Techniques_1.docx Click on the Insert tab, then click on Cover Page in the Pages group to display the Cover Pages gallery Click on Cubicles to insert the cover page at the start of the document Cover pages are always inserted at the start of the document no matter where the cursor is positioned Click in Type the company name and type Alpheius Global Enterprises Click in Type the document title and type The Economics of Installing Solar Panels Click in Type the document subtitle and type For All AGE Operations, and then type 2010 for Year Click on Author below the document subtitle, then click on the blue Author tab and press . Click outside the selection to see the result Let’s remove the original title now that you have added the cover page Scroll to the next page, select the text The Economics of Installing Solar Panels for All AGE Operations and press Save the document For Your Reference… To insert a cover page: 1. Click on the Insert tab, then click on Cover Page in the Pages group 2. Click on the desired cover page option 3. Replace the sample text with your own Handy to Know… • If you insert a second cover page in a document, it will replace the first cover page. • You can download more cover page designs from Office Online. Click on Cover Page in the Pages group and select More Cover Pages from Office Online. Select a cover page to apply to the document. 2 6 Microsoft Word 2010 includes 19 cover page designs that you can apply to long documents, such as annual reports, reports, white papers and the like. You simply choose the desired cover from the Cover Page gallery and replace the sample text with your own. Cover pages are part of the Building Block gallery. www.spotlighttraining.com Loughborough University IT Services University of St Andrews Oxford Brookes University – Computer Services Dimension Data Learning Solutions 2011 [...]... created the PDF, such as Microsoft Word, and then resave the altered file as a PDF Dimension Data Learning Solutions 2011 Services Oxford Brookes Andrews IT Services University of StUniversity www.spotlighttraining.com – Computer Loughborough University © Watsonia Publishing Page 14 Saving To PDF Microsoft Word 2010 - Level 3 CHAPTER 3 MAIL MERGE TECHNIQUES INFOCUS WPL_W827 Word allows you to customise... Techniques Microsoft Word 2010 - Level 3 APPLYING PAGE COLOURS You can make a document, such as an annual report, booklet, cover page, flyer, brochure and the like more appealing by applying colour to the page background Word provides a range of tools Same File Try This Yourself: to apply solid colours, gradients, patterns, textures, effects or even pictures to the background of the page 1 3 Continue... Insert tab, then click on Cover in the Pages group Page 3 Type and format the details for the cover page Dimension Data Learning Solutions 2011 Services Oxford Brookes Andrews IT Services University of StUniversity – Computer Loughborough University www.spotlighttraining.com © Watsonia Publishing Page 3 Page Techniques Microsoft Word 2010 - Level 3 INSERTING A WATERMARK A watermark is text or a picture... the Prompt and Default fill-in text 3 Tick Ask once as desired 4 Click on [OK] Dimension Data Learning Solutions 2011 Services Oxford Brookes Andrews IT Services University of StUniversity – Computer Loughborough University www.spotlighttraining.com © Watsonia Publishing Page 22 Mail Merge Techniques Microsoft Word 2010 - Level 3 CHAPTER 4 TEXT BOXES INFOCUS WPL_W 839 A text box is an object that behaves... www.spotlighttraining.com – Services Services © Watsonia Publishing Page 10 Page Techniques Microsoft Word 2010 - Level 3 CHAPTER 2 SAVING TO PDF INFOCUS WPL_W874 PDF (Portable Document Format) is a universal file format that can be viewed by anyone, even if they don’t have the software that created the file You can save your Word documents as PDF files This enables you to distribute, upload or share your document... Services © Watsonia Publishing Page 12 Saving To PDF Microsoft Word 2010 - Level 3 SAVING A DOCUMENT AS A PDF If you want to share your document with others, such as on the internet, and you want to ensure that it can be viewed by anyone but cannot be changed, saving your document in PDF may be the ideal solution During the save, you can instruct Word to either optimise the resultant file for normal... Learning Solutions 2011 Services Oxford Brookes Andrews IT Services University of StUniversity www.spotlighttraining.com – Computer Loughborough University © Watsonia Publishing Page 13 Saving To PDF Microsoft Word 2010 - Level 3 VIEWING A PDF FILE You can only open and view a PDF file if you have a PDF reader, such as Adobe Reader or Adobe Acrobat, installed on your computer Conversely, there are many PDF... 7 Page Techniques Microsoft Word 2010 - Level 3 APPLYING A PAGE BORDER Applying page borders can enhance the look and feel of a page or document Although it may not always be appropriate to apply page borders to a business document, you might consider applying 1 Try This Yourself: Same File a border to a cover page, flyer, brochure, notices, newsletters or any single-page document Word provides many... Services © Watsonia Publishing Page 15 Mail Merge Techniques Microsoft Word 2010 - Level 3 RUNNING A SAVED MERGE When you create a mail merge document and have linked the data source to the main document, you don’t have to complete the merge process before closing the document Instead, Try This Yourself: you can save the main document, and Word will automatically retain the data source and field information... for the records that are not to be included in the merge 3 Click on [OK] then finish the merge Dimension Data Learning Solutions 2011 Services Oxford Brookes Andrews IT Services University of StUniversity www.spotlighttraining.com – Computer Loughborough University © Watsonia Publishing Page 17 Mail Merge Techniques Microsoft Word 2010 - Level 3 FILTERING RECIPIENTS You can select recipients to include . Microsoft Word 2010 Level 3 www.ddls.com.au 1800 U LEARN (1800 8 53 276) Sydney Melbourne Brisbane Thakral House Level 3, Dimension. A Text Box 30 Formatting A Text Box 31 Chapter 5: SmartArt 33 Understanding SmartArt 34 Inserting A SmartArt Graphic 35 Inserting Text 36 Adding
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