Templates in MS Word – automation and user-friendly design within reach (WORD2)

Microsoft Office, Word

Templates in MS Word help produce consistent, professional documents that follow company standards. This course shows how to build reusable templates, set styles and themes, prepare headers and footers and use building blocks to save time and reduce errors.

You will learn to automate documents using fields and document properties, create quick parts and form controls, protect and distribute templates with proper storage and permissions, and apply testing tips to ensure consistent formatting across the team.

THIS TRAINING COURSE WILL HELP YOU:

  • Create and use document templates as corporate documentation base
  • Define a set of styles and a document theme
  • Use and build custom building blocks
  • Store and protect document templates appropriately

WHO SHOULD ATTEND?

  • Administrative staff wanting self-populating documents
  • MS Word users who want to avoid long manual edits
  • Champions creating templates for new colleagues

COURSE LOCATION AND AVAILABLE DATES



Choose whether to attend in person in our classroom or join online. You can select your preferred format during registration. Learn more about hybrid training.

Public courses are usually delivered in Czech, but this course is also available in English. We can arrange private training for your team online, at your premises or in our classrooms, and tailor the content to your needs.

For groups of around 4 or more participants, private training can already be comparable in price to booking individual places on a public course. Send us your requirements and we’ll recommend the best format and provide an exact quote.

Request training in English

Course content:

Hide details
  • Document templates and their importance
    1. Difference between a regular document and a template
    2. How to create a template and save it for reuse
    3. Creating a new document from a template
  • Basic elements of a document template
    1. Prepare a set of predefined paragraph and character styles
    2. Create and manage a custom document color set
    3. Create a custom document theme and save it for reuse
  • Document automation
    1. Use fields and document properties for dynamic content
    2. Custom quick parts and AutoText entries
    3. Working with form controls
    4. Custom items in building block galleries
  • Recommendations and tips for user-friendly templates
    1. Common template mistakes and how to avoid them
    2. Guidelines for designing intuitive templates
    3. Testing and optimizing templates for better user experience
Prerequisites:
Basic experience with MS Word and using styles for formatting.
Recommended previous course:
MS Word Today – Practical Skills for Modern Administration (WORD1)
Schedule:
1 day (9:00-17:00)
Price per person:
108.00 € ( 130.68 € incl. 21% VAT)

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