Word - Templates, Forms and Macros

Level - Advanced
This course is all about time-savers in Microsoft Word. It shows how to automate standard documents and how to create your own shortcuts for frequently used tasks which you then can add to your toolbar or ribbon. This course is for you, if you are a confident Word user.


1 Day



This course highlights useful time savers in Microsoft Word. 

It introduces skills to create forms and other easy-to-use standard documents, shows how to create pre-formatted elements and teaches you how to customise Word. Learn how to work with Autotext or Quick Parts and how to use Macros and Fields. 


  • Create and edit templates
  • Create templates and forms with content controls
  • Use date and reference fields
  • Insert user information fields
  • Create and use pre-formatted elements (standard cover pages, headers and footers)
  • Record macros
  • Customise the quick access toolbar.

Learning Outcomes

Participants should be able to:

  • Create and fill in automated standard forms using templates, fields and macros
  • Add shortcuts and commands to the Quick Access Toolbar or the Ribbon
  • Create and use Quickparts for frequently used text
  • Create and reuse standard cover pages.
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