Quiss Webinar: Combining Microsoft Word Templates, Macros and AutoText
James Smith, Training Manager, has been a dedicated member of Quiss Technology plc for the past 13 years. As the Training Manager, he has played a pivotal role in supporting clients across a wide range of topics. With extensive expertise in the Microsoft stack, cyber security, and various other technology training areas, James and his Team has consistently delivered high-quality training and support, helping clients enhance their skill set and knowledge.
Who is it for?
Anyone who regularly creates, updates or maintains standard documents in Microsoft Word and wants to make document production faster, more consistent and easier to manage.
What is the Objective?
To understand how Word templates, AutoText and macros can be used together to create efficient, consistent and controlled document production processes, while recognising the associated security and governance requirements.
What will it cover?
In this session we will cover:
Understanding Word Templates
- How a template differs from an ordinary document
- Understanding the .dotx and .dotm template formats
- Using templates to control styles, branding, layout and document structure
Creating Reusable Content with AutoText
- Understanding AutoText, Quick Parts and Building Blocks
- Creating reusable paragraphs, clauses and document sections
- Saving content together with its formatting
- Organising and storing AutoText entries within a template
Introducing Word Macros
- What macros are and how they work within Word
- Recording a simple macro to automate a repetitive task
- Using macros to apply formatting and insert standard content
- Understanding the benefits and limitations of recorded macros
Combining Templates, Macros and AutoText
- Using a template as the foundation of an automated document
- Using AutoText to store approved, reusable content
- Using macros to prompt users and insert the appropriate content
- Updating fields, document properties and formatting automatically
There will be an opportunity for Q&A at the end of the session.