Word Intermediate Course: Long Documents, Mail Merge Rules and Forms

The beginner course covered styles, tables and a basic mail merge. This course is for the documents that cause real trouble at work: policies with numbered headings (1, 1.1, 1.1.1), reports that need roman page numbers and one landscape page, captions and cross-references that renumber themselves, fields and document properties, mail merges with rules and Indian rupee formats, fill-in forms, comparing contract versions and a company template.

Every lesson has a practice document. For the four trickiest techniques we also include a finished example that Word itself built and that we checked: correct heading numbers, captions, section layouts and merged letters.

Before you start: the Word Beginner Course. Word 2016 or later, or Microsoft 365.

1. 1Word Intermediate Lesson 1: Numbered Headings (1, 1.1, 1.1.1) That Never BreakLink a multilevel list to Heading styles so policies and reports number themselves as 1, 1.1, 1.1.1, then add a table of…
2. 2Word Intermediate Lesson 2: Section Breaks, Headers and Page NumbersRoman numerals for the front pages, numbering from 1 for the body, one landscape page and a different header per section, using…
3. 3Word Intermediate Lesson 3: Captions, Cross-References and a Table of FiguresNumber figures and tables automatically, refer to them with cross-references that update ("see Table 1") and build a table of figures for…
4. 4Word Intermediate Lesson 4: Fields and Document PropertiesUse fields so headers, dates and page counts update themselves: document properties in headers, DATE and PAGE of NUMPAGES, Alt+F9 to see…
5. 5Word Intermediate Lesson 5: Mail Merge Rules, Skip Records and Rupee FormatsAdvanced mail merge: IF rules for different wording, SKIPIF to leave out records, and why Word cannot show lakhs grouping, with the…
6. 6Word Intermediate Lesson 6: Fill-In Forms With Content ControlsBuild a joining form people fill in without breaking the layout: text, date-picker, drop-down and checkbox content controls, then restrict editing to…
7. 7Word Intermediate Lesson 7: Compare Versions and Control ChangesFind every change between two contract versions with Compare, accept or reject them one by one, combine reviewers' copies and limit who…
8. 8Word Intermediate Lesson 8: Project – A Company Report Template (.dotx)Final project: a reusable company report template with styled headings, automatic numbering, a cover page with property fields, section-based page numbers and…

Next: automate Word from Excel in the VBA course, or present the results with the PowerPoint course.