Word - Templates, Forms and Macros

Level – Advanced.

If you want to save time and standardise your documents, this course builds the skills to create templates, forms and simple macros that streamline everyday work.

You will learn practical tools that improve consistency and reduce repetitive tasks.

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What to expect

Advanced features in Microsoft Word can significantly reduce manual work and improve consistency across documents. This course introduces the tools that help you create templates, reusable elements and automated forms that support faster, more accurate workflows.

You will learn how to design user forms with content controls, apply data validation and build fields such as check boxes and date pickers. Guided practice will help you create autotext entries, insert standard blocks like headers and footers and manage reusable components that make document creation easier.

You’ll also explore how to record and run macros, along with customising the Quick Access Toolbar to keep your most-used tools close at hand. By the end of the program, you’ll be able to create efficient, professional templates and automated forms that support consistent, streamlined document production.

Is this course for you

This course is ideal for users who want to improve productivity by creating structured templates, automated forms, and simple macros in Word.

This course is suited to individuals who want to:

create and use structured Word templates
build automated forms to streamline document creation
apply simple macros to improve efficiency
standardise documents for consistency and productivity

What you will explore

During this training course, you will develop advanced Microsoft Word skills to create efficient, consistent and automated documents. The course focuses on building templates and forms, using controls and automation tools, and customising Word features to streamline document creation and improve productivity.

By the end of this training course, you should be able to:

Create and edit templates
Design user forms and forms with content controls
Use data validation
Create automated forms with fields
Insert date pickers and check boxes
Create and use autotext for frequently used text
Insert reusable standard blocks such as headers and footers
Record and run macros
Use and customise the Quick Access Toolbar

Where this course can take you

During this training course, you will explore how to create and edit templates and design user forms using content controls. You will learn how to apply data validation and build automated forms using fields, check boxes, and date pickers to streamline document creation.

The course also focuses on creating autotext and reusable content blocks, inserting standard elements such as headers and footers, and recording and running macros. You will develop skills in customising the Quick Access Toolbar to improve efficiency and support consistent document workflows.