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

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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 - Facilitated and individual exercises


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

  • Create a footnote or a note at the end of a document
  • Use bookmarks
  • Use cross-references
  • Create hypertext links

Chapter 2 - Create a bibliography

  • Set reference styles
  • Insert a quote
  • 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
  • Present the features of the Mail Merge 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
  • Explore the Review section part
  • Create and manipulate comments
  • Compare documents
  • Protect the document for comments and changes

Chapter 10 - Create forms

  • Introduce 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

  • Introduce 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

Leif Martin Bédard
Leif Martin Bédard
Trainer and Desktop Application Consultant
Specialized in the Microsoft suite and with a background in accelerated learning, Leif is a trainer whose communication approach and adaptability are always fully appreciated
Mohamed Righi
Mohamed Righi
Mohamed lets you go at your own pace to learn new ways of using IT tools in your work.
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.
Be aware of trends, innovations and best practices, every month.
Training center accredited by Emploi-Québec, Accreditation : 0051460
GST : 141582528 – QST : 1019557738
© 2020 AFI
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