Managing documents in Word 365

Word Microsoft 365 (2021)    |    Beginner
  • 9 videos | 40m 16s
  • Includes Assessment
  • Earns a Badge
  • Certification CPE
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Word 365 offers different tools to create documents and to manage the information each file contains. First, learn how to create your own custom templates to easily create documents that will better suit your needs. Next, learn how to prepare your documents to be shared with other users. For example, check if your document has any hidden information you'll prefer not to include, or verify if your document fulfill basic accessibility requirements. In this course, you will also discover how to setup your documents by changing the orientation, paper size and margins. These settings will be useful to prepare your documents for printing or for exporting them into other file formats, as PDF. In order to practice, you will find the video samples in the Resources section.


  • Discover the key concepts covered in this managing documents in word 365 course
    Create and edit a document template
    Access your document statistics
    Check and modify your document's properties
    Create an accessible document
  • Review your document for issues
    Set up the page layout in your document
    Print your document
    Save, export, and open documents in different file formats


  • 49s
    This video outlines the key concepts covered in Managing documents in Word 365 including creating & editing a document template, creating an accessible document, and printing your document. FREE ACCESS
  • 5m 52s
    Word's templates are very useful if you do not have the time to create your own document. Templates come pre-formatted, allowing you to simply fill in the details. This video aligns with MOS Word Expert MO-101 Objectives: 1.1.1.  Modify existing document templates. FREE ACCESS
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    3.  Accessing your document statistics
    4m 48s
    The Word statistics are extremely useful if you want to view technical information relating to your document. This can include your word count, the number of lines in your document, and even the number of characters. You can even visualize localized statistics relating to specific areas in your document. FREE ACCESS
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    4.  Modifying your document's properties
    5m 13s
    The document properties contains a list of supplementary information that is not contained in the text, including information on the author, collaborators, date last modified, etc. Here, you will learn how to check and modify this information. This video aligns with MOS Word Associate MO-100 Objectives: 1.3.2.  Modify basic document properties. FREE ACCESS
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    5.  Creating an accessible document
    5m 24s
    Before sharing your document, it is a good idea to make sure that it is accessible. This involves using Word to check for any items or settings that might make the document difficult to read or use for certain individuals. This video aligns with MOS Word Associate MO-100 Objectives: 1.4.2.  Locate and correct accessibility issues and 5.4.3.  Add alternative text to objects for accessibility. FREE ACCESS
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    6.  Checking your document for issues
    5m 7s
    Before sharing your document with anyone, it is highly recommended that you run Word's issue checkers. These tools can check your document for personal information that you may not want to pass on to anyone else. They can also make sure that your document is compatible with older versions of Word. This video aligns with MOS Word Associate MO-100 Objectives: 1.4.1.  Locate and remove hidden properties and personal information and 1.4.3.  Locate and correct compatibility issues. FREE ACCESS
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    7.  Setting up your document pages
    4m 11s
    Before printing your work, it is always a good idea to check your page layout settings. Word features a number of different tools that can help you to do this. These tools will help you to change your margin settings, your page orientation and also the type of paper you print on. This video aligns with MOS Word Associate MO-100 Objectives: 1.2.1.  Set up document pages. FREE ACCESS
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    8.  Printing your document
    3m 57s
    Once you have finished your work, you can use Word to print out a hard copy of it. To do this, you will need to know how to modify the print settings, including the page range, the number of copies, and the paper type. This video aligns with MOS Word Associate MO-100 Objectives: 1.3.3.  Modify print settings. FREE ACCESS
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    9.  Converting a document to a different file format
    4m 56s
    Word documents can be shared with other users that do not have access to Word 365. In this video, learn how to save your file in a different format, for example, to only save text. Another popular format is PDF to display your document as it would appear if it were printed out. Discover how to export a document as a PDF and to configure its options. This video aligns with MOS Word Associate MO-100 Objectives: 1.3.1.  Save documents in alternative file formats. FREE ACCESS


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