Training Overview

Microsoft Word users have access to a number of powerful features.   Large documents are easier and faster to navigate and edit. Working with multiple documents and multiple authors is easier, and users can add references, building blocks, forms, and other functional items.

The Working with Microsoft Word – Level 3 workshops is designed for users who are familiar with Microsoft Word and want to expand their knowledge so as to collaborate and create references within documents, and to include enhanced tools to create more functional documentation.

This Priority Learning and Development workshop will give the trainee the skills and confidence they need to find success with Microsoft Word.


  • 1 full day or
  • Two 4-hour sessions


On completion of this training, you should be able to:

  • Work with comments and tracking changes
  • Merge documents from multiple reviewers
  • Add cross-references, bookmarks, citations, and other references
  • Create a table of contents and an index for longer documents
  • Create and work with a Master Document
  • Work with styles and themes
  • Insert Quick Parts and Building Blocks
  • Use forms and macros to simplify and automate tasks

Intended Audience

This course is for individuals who are familiar with Microsoft Word and are comfortable with the topics covered in Word Level 2 course.  Students will gain confidence navigating the interface, using functions and formulas to calculate data, and formatting their data in order to present it clearly.

Session Information

  • 1-day instructor-led sessions or
  • Two 4-hour web-based online classroom sessions
  • Optional follow up Coaching Session to reinforce learning
  • Customized options for shorter in-house training are also available

Level 3 Units

Section 1: Collaborating on Documents

  • Modify User Information
  • Work with Comments
  • Compare Document Changes
  • Review a Document
  • Merge Document Changes
  • Coauthor Documents

Section 2: Adding Reference Marks and Notes

  • Add Captions
  • Add Cross-References
  • Add Bookmarks
  • Add Hyperlinks
  • Insert Footnotes and Endnotes
  • Add Citations
  • Insert a Bibliography

Section 3: Simplifying and Managing Long Documents

  • Insert Blank and Cover Pages
  • Insert an Index
  • Insert a Table of Contents
  • Insert an Ancillary Table
  • Manage Outlines
  • Create a Master Document

Section 4: Inserting Content Using Quick Parts

  • Insert Building Blocks
  • Create and Modify Building Blocks
  • Insert Fields Using Quick Parts

Section 5: Forms

  • Create Forms
  • Manipulate Forms
  • Form Data Conversion

Section 6: Customizing Formats Using Styles and Themes

  • Create and Modify Text Styles
  • Create Custom List or Table Styles
  • Apply and Customize Document Themes

Section 7: Using Macros

  • Automate Tasks Using Macros
  • Create a Macro

Additional Materials

  • Enrollment in our Monthly LearningLink Newsletter
  • Lifetime Support
  • A Free Follow-up 30-minute Coaching Session

Follow-up Coaching

There is a key difference between learning and knowing. Learning is the process of being taught the material while knowing is about internalizing and retaining it. If at any point after a session you feel the need for more support in knowing the lessons taught to you, a free 30-minute coaching session is available to you on request.