Why Advanced Word Skills Save Time

The real cost of manual formatting, what this course covers, and how to work with different versions of Word.

10 min

Activities: 0 of 2

Most people learn Microsoft Word by typing and then making the text look right: a bigger font for a heading, a few spaces to move a line across, the Enter key pressed until a new page starts. This works for a one-page letter. It fails badly for a 40-page procedure, a tender submission or a report that five people will edit over three months.

The problem is not the look of the document. The problem is that the look is not connected to the structure. Word does not know that the bold 14-point line is a heading, so it cannot build a contents page from it. It does not know that the row of spaces is meant to align a column, so the alignment breaks when the font changes. Every change has to be made by hand, many times, and every hand change is a chance for an error.

Advanced Word use means the opposite: you tell Word what each part of the document is (a heading, a caption, a list, a section), and Word handles how it looks, how it is numbered and how it is listed. The reward is a document that can be changed quickly and stays consistent.

Two ways to produce the same report

Headings are made bold by hand. Numbers such as “3.2” are typed. The contents page is typed and the page numbers are copied from the screen. Figures are called “the chart below”. When a section is moved, every number, page reference and contents entry must be found and fixed by hand.

What this course covers

The course is for people who already use Word every day and now produce longer or more formal documents: administrators, executive assistants, engineers, quality and HSE (health, safety and environment) staff, and anyone who maintains procedures, reports or standard letters. It covers styles, templates, long-document tools, fields, mail merge, review and collaboration, protection and accessibility.

It does not teach how to write well or how to structure a report’s argument. Clear writing is taught in the Business Writing and Correspondence course, and the content and structure of engineering reports in the Technical Report Writing course. Controlling revisions and approvals of official documents is taught in the Document Control and Records Management course. This course gives you the Word mechanics that those courses rely on.

A worked example

An administrator at Quorvale Logistics maintains a 60-page warehouse operations manual. Each year, two sections are added in the middle. In the manual version, she spent most of a day renumbering headings, fixing the contents page and finding phrases like “see section 7.4” that now pointed to the wrong place. After the manual was rebuilt with heading styles, automatic numbering, a generated contents page and cross-references, the same annual update took less than an hour, and an audit found no wrong references.

What is the main weakness of formatting a long document by hand?

Which course teaches it?

Match each need to the course that covers it.

  • Building an automatic contents page from headings
  • Writing short, clear sentences for a business letter
  • Deciding what goes in the method section of an engineering report
  • Approving and issuing a controlled procedure revision
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