Using fields, forms and macros in Word Microsoft 365 (2021)

Word Microsoft 365 (2021)    |    Expert
  • 10 videos | 38m 11s
  • Includes Assessment
  • Earns a Badge
  • Certification CPE
Explore the many ways to use fields, forms, and macros in Word 365. In this course, learn how to insert and customize fields. Next, discover how to use form templates. Then you will be able to insert content controls and a dropdown menu, which are especially handy when you want the users to have more control within the document. You will also discover how to create a form template and protect your form. Lastly, you will learn how to record, embed, and manage macros in Word 365. In order to practice, you will find the video samples in the Resources section.

WHAT YOU WILL LEARN

  • discover the key concepts covered in this Using, fields, forms and macros in Word 365 course
    insert and modify fields in a document
    use Office form templates
    create and edit content controls in a document
    create a dropdown menu and a calendar in a document
  • create a form template
    protect a document form
    create, record, and run a macro in Word 365
    embed and enable a macro in a document
    manage a macro

IN THIS COURSE

  • Playable
    1.  Overview: Using fields, forms and macros in Word Microsoft 365 (2021)
    48s
    This video outlines the key concepts covered in Using fields, forms and macros in Word 365 including inserting and modifying fields, creating a form template, and managing micros. FREE ACCESS
  • Playable
    2.  Inserting and customizing fields in Word Microsoft 365 (2021)
    5m 9s
    Data fields can be used to insert information automatically into your Word 365 document. You can, for example, insert your document's word count, author details, and even the filename and file size. You can also… FREE ACCESS
  • Locked
    3.  Using form templates in Word Microsoft 365 (2021)
    3m 49s
    To save time, you can start with a form template. Learn how to find and create your form from an existing Microsoft template with Word. FREE ACCESS
  • Locked
    4.  Inserting content controls in Word Microsoft 365 (2021)
    4m 44s
    As part of your Word form, you can include text content controls and insert check boxes to allow users to selesct multiple answers. In addition, you can manage and re-use your content controls. This video aligns with MOS… FREE ACCESS
  • Locked
    5.  Inserting a dropdown menu in Word Microsoft 365 (2021)
    4m 39s
    If you are creating a form or survey in Word, you may find the dropdown control useful. Dropdown lists are useful if you want the questionnaire recipient to select one answer from a predefined selection. In Word, you can… FREE ACCESS
  • Locked
    6.  Creating a form template in Word Microsoft 365 (2021)
    3m 51s
    If you want to create your own form template, start with a new document and save the new document as a template. Discover how to quickly save and access your custom templates in Word. FREE ACCESS
  • Locked
    7.  Protecting your form in Word Microsoft 365 (2021)
    3m 11s
    Before sharing your form or survey, you may want to protect it from unauthorized modifications. Word comes complete with a special mode that allows you to protect any areas that are not intended for the user completing… FREE ACCESS
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    8.  Recording a macro in Word Microsoft 365 (2021)
    3m 40s
    In Word, you can create macros to automate frequently used tasks. A macro is like a recipe that combines commands and instructions as a single command to quickly accomplish a task. This video aligns with MOS MO-101 / Word… FREE ACCESS
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    9.  Embedding a macro in Word Microsoft 365 (2021)
    4m 19s
    Macros are useful if you want to save time when repeatedly using the same command. You will also discover how to stay safe by understanding the secuirty warning. This video aligns with MOS MO-101 / Word Expert… FREE ACCESS
  • Locked
    10.  Managing macros in Word Microsoft 365 (2021)
    4m 1s
    Once you know how to record and embed your macros, you will need to know how to manage them. Word 365 allows you to access macros options, edit your macro, and copy macros to other documents. This video aligns with MOS… FREE ACCESS

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