Word Advanced: References and direct mail

Become a Word expert with this training. Learn how to create templates, forms, indexes, macros and bibliographies.
Microsoft Partner

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  • Duration: 2 days
  • Regular price: $500
  • Preferential price: $430

Course outline

Please note that the most represented version in the group will be installed in computer workstations. However, the training addresses the differences between versions.

Duration : 2 days

© 2021 AFI


Windows - User or equivalent
Microsoft Word - Intermediate


  • Use Mail merge to create multiple documents in a single action
  • Create professional documents by adding references
  • Create forms easily

Teaching method

Presentations - Demos - Guided and individual exercises


Chapter 1 - Set references and cross-references in a document

  • Create a Footnote or an Endnote
  • Use bookmarks
  • Use cross-references
  • Create a hyperlink

Chapter 2 - Create a bibliography

  • Set reference styles
  • Insert a citation
  • Manage sources
  • Generate a bibliography

Chapter 3 - Create indexes

  • Mark index entries
  • Automatically mark index entries
  • Generate an index table

Chapter 4 - Explore basic concepts of Mail merge

  • Identify the specific items of the primary document and the data source
  • The features of the Mailings ribbon
  • Use the Mail Merge Wizard

Chapter 5 - Manage a data source

  • Create the data source
  • Edit the data source
  • Find a record
  • Add a new record
  • Delete a record

Chapter 6 - Prepare the primary document and execute Mail merge

  • Create the primary document
  • Link the primary document to a data source
  • Edit the primary document
  • Merge the data with the primary document
  • Apply filters to limit the list of recipients
  • Insert fields in the primary document
  • Insert rules to customize the merge result

Chapter 7 - Create envelopes, labels, and lists

  • Create mailing envelopes
  • Create mailing labels
  • Create lists (directory)
  • Create merged e-mail messages

Chapter 8 - Create templates

  • Use existing templates
  • Create custom templates
  • Manipulate document templates

Chapter 9 - Use group work tools

  • Use Track changes
  • Review the edited document
  • Show changes with the Reviewing Pane
  • Create and manipulate comments
  • Compare documents
  • Protect the document for comments and changes

Chapter 10 - Create forms

  • Introduction to the notion of forms
  • Identify types of fields and form controls
  • Insert and configure fields and form controls
  • Save the form as a template
  • Use a form

Chapter 11 - Create macros

  • Introduction to the notion of macros
  • Create and manipulate simple macros
  • Attach a macro to a Word document template

Add macros to the Quick Access Toolbar to quickly run macros

Surround yourself with the best

Marc Maisonneuve
Marc Maisonneuve
Trainer and Professional Efficiency Consultant
Pierre-Edouard Brondel
Pierre-Edouard Brondel
Trainer and Desktop Application Consultant
Renowned as an educational expert in the IT and office technology field who has accumulated more than 25 years of experience, Pierre-Édouard is first and foremost passionate about human capital.
Ghislain Parent
Ghislain Parent
Trainer and Professional Efficiency Consultant
With more than 25 years of experience, Ghislain thrives on the challenge of improving your work team’s efficiency.
Frédéric Paradis
Frédéric Paradis
Certified Trainer and Cloud Architect
As a certified Microsoft trainer, Frédéric describes himself as a Cloud magician who easily navigates the mythical space between technology and reality.
Be aware of trends, innovations and best practices, every month.
Training center accredited by Emploi-Québec, Accreditation : 0051460
GST : 141582528 – QST : 1019557738
© 2021 AFI
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