Using fields, forms and macros in Word Microsoft 365 (2021)
Word Microsoft 365 (2021)
| Expert
- 10 videos | 38m 11s
- Includes Assessment
- Earns a Badge
- 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
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Discover the key concepts covered in this using, fields, forms and macros in word 365 courseInsert and modify fields in a documentUse office form templatesCreate and edit content controls in a documentCreate a dropdown menu and a calendar in a document
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Create a form templateProtect a document formCreate, record, and run a macro in word 365Embed and enable a macro in a documentManage a macro
IN THIS COURSE
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48sThis 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
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5m 9sData 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 adjust how these data fields appear in your document. This video aligns with MOS MO-101 / Word Expert Certification exam objectives: 4.1.1. Add custom fields and 4.1.2. Modify field properties. FREE ACCESS
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3m 49sTo 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
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4m 44sAs 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 MO-101 / Word Expert Certification exam objectives: 4.1.3. Insert standard content controls and 4.1.4. Configure standard content controls. FREE ACCESS
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4m 39sIf 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 also allow your users to specify their own custom answer. This video aligns with MOS MO-101 / Word Expert Certification exam objectives: 4.1.3. Insert standard content controls and 4.1.4. Configure standard content controls. FREE ACCESS
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3m 51sIf 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
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3m 11sBefore 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 the form. When this mode is activated, the user can add their answers but they cannot modify the questions. FREE ACCESS
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3m 40sIn 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 Expert Certification exam objective: 4.2.1. Record simple macros and 4.2.2. Name simple macros. FREE ACCESS
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4m 19sMacros 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 Certification exam objectives: 4.1.5. Enable macros in a document. FREE ACCESS
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4m 1sOnce 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 MO-101 / Word Expert Certification exam objective: 4.2.3. Edit simple macros and 4.2.4. Copy macros to other documents or templates. FREE ACCESS
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