Microsoft Teams for End-Users

Microsoft Word Intermediate Workshop

Build Polished, Complex Documents with Tables, Styles, Templates, and Mail Merge

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Platform:
Online
In-class
Revised and Updated: 23 October 2026
Date Venue Duration
19 - 20 November 2026 Gqeberha, Eastern Cape 2 Days
26 November 2026 Sandton, Gauteng 1 Day
28 January 2027 Sandton, Gauteng 1 Day
22 - 23 February 2027 Sandton, Gauteng 2 Days
20 - 21 May 2027 Live/Online 2 Days

Course Introduction

Once you’re comfortable with the basics of Microsoft Word, the next step is to unlock its powerful intermediate features. This course builds on your foundational skills, empowering you to create polished, complex documents with efficiency and professionalism. You’ll discover how to automate routine tasks, design visually consistent documents, and manage information with ease — all essential skills for today’s fast-paced work environment.

 

From working with tables and charts to utilising templates and mail merge, this training will enable you to streamline your workflow, save time, and produce documents that stand out. By mastering these intermediate techniques, you will not only boost your productivity but also enhance your value within your organisation.

 

The course is suitable for users of Word 365, 2021, 2019, or 2016, and is delivered on Word 2019. Core functionality remains similar across these versions.

Prerequisites

Participants should have completed the Microsoft Word Introduction course or possess equivalent basic knowledge of Word.

Course Objectives

By the end of this Microsoft Word Intermediate Workshop, participants will be able to:

  • Organise and present information clearly using tables and charts
  • Customise document layouts using advanced formatting, styles, and themes
  • Insert and manage reusable content with Quick Parts and building blocks
  • Create and use templates to ensure consistency and save time
  • Control the flow and structure of documents with section breaks, columns, and linked text boxes
  • Simplify the management of long documents by using tables of contents, indexes, and master documents
  • Automate bulk document creation with the Mail Merge feature, including letters, envelopes, and labels

Who should attend?

  • This course is ideal for individuals who already have a grasp of the basics of Microsoft Word and now want to create, customise, and manage more complex documents. It’s perfect for professionals, administrators, or anyone who needs to take their Word skills to the next level.

Microsoft (365) Office Courses

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

Module 1: Organising Content Using Tables and Charts
  • Sorting table data
  • Controlling cell layout
  • Performing calculations within tables
  • Creating and formatting charts
  • Integrating Excel tables into Word documents (optional)

Module 2: Customising Formats Using Styles and Themes
  • Creating and modifying text styles
  • Designing custom list and table styles
  • Applying and customising document themes

Module 3: Inserting Content Using Quick Parts
  • Inserting and editing building blocks
  • Creating custom building blocks
  • Inserting fields with Quick Parts

Module 4: Using Templates to Automate Document Formatting
  • Creating documents using templates
  • Designing and modifying your own templates

Module 5: Controlling the Flow of a Document
  • Managing paragraph flow
  • Inserting section breaks
  • Creating multi-column layouts
  • Linking text boxes for advanced text flow

Module 6: Simplifying and Managing Long Documents
  • Inserting blank and cover pages
  • Creating and managing tables of contents and indexes
  • Inserting ancillary tables
  • Managing document outlines
  • Creating and working with master documents

Module 7: Using Mail Merge for Letters, Envelopes, and Labels
  • Understanding and applying mail merge
  • Merging to create envelopes and labels
  • Creating and managing data sources within Word
  • Practical Exercise: Lab: Running a full mail merge from a data source to produce personalised letters

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FAQs – Microsoft Word Intermediate Workshop

Master Microsoft Word at an intermediate level, learning advanced table design, custom document styles, mail merge functionality, headers and footers, and track changes for professional document control.

What is covered in the Microsoft Word Intermediate Workshop?
The workshop covers advanced formatting using Styles, section breaks, customized headers and footers, automatic Tables of Contents, Mail Merge execution, custom document templates, and advanced table design.
Who should attend the Microsoft Word Intermediate Workshop?
This workshop is ideal for executive assistants, office administrators, report writers, HR personnel, and professionals who regularly create multi-page business documents, official proposals, and standardized company forms.
How does Mail Merge work and how is it applied in this course?
Participants learn to link Microsoft Word to Excel data sources or Outlook contact lists to automate mass personalized correspondence, bulk email generation, label printing, and custom certificate creation.
Does the training teach document structuring using Styles and Tables of Contents?
Yes. Attendees learn to apply Heading Styles to enforce uniform corporate typography, manage multi-level numbering, and generate dynamic Tables of Contents that update automatically as content changes.
Does the program include practical, hands-on document management exercises?
Yes. The training features practical exercises where delegates build multi-section reports, configure differing page orientations (portrait/landscape) in a single document, and design reusable corporate templates.
Why are intermediate Word skills important for corporate document preparation?
Mastering Styles, breaks, and Mail Merge drastically reduces document creation time, eliminates manual formatting errors, and ensures all organizational reports maintain a consistent, professional brand identity.

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