Word Expert Exam

in this video i'm going to show you some

advanced word techniques that will help

you pass your word expert exam or just

use advanced microsoft word features

we're going to be looking at how to edit

styles and themes how to turn on

hyphenation how to insert a table of

figures how to create unique building

blocks and also how to edit macros

hi there my name's mike and i'm a

microsoft office certified instructor

who believes that tutorials like this

one should be accessible and help you

unlock new opportunities and today i

wanted to share five word expert

projects to help you do that

so for the first task in this first

project we're going to restrict the

editing for parts of this document and

not the others so to save time what i

would suggest you do is select the parts

that you want to allow for editing and

then we can go to the editing options

after that so we have to select the

title page and the part one schedule

section so

the first thing i will do is put my

insertion point at the top of this title

page i'll hold down the shift key on my

keyboard while i scroll down

and then try to select the end of it so

now we select the whole title page

okay so that's highlighted but then also

hold the shift key and select this part

so part one schedules this is the other

section

the part one schedule so with both of

those highlighted now i'm gonna go to my

configure editing restrictions area so

that would be

in the review tab

and then i want to click restrict

editing here

and i won't go over all of these options

but we want to basically select this

allow only this type of editing in the

document

the read only so there's a few options

there but

read only would be a way to shut people

out of the

document

and for this select part of the document

we want to choose the everyone option so

that people can freely edit this part of

the document

but then the second part will shut

people out of the rest of the document

so with the title page and the part one

schedule section highlighted all you

have to do is click everyone here

and that'll allow everyone to edit those

parts of the document now on your exam

it'll probably give you a little hint or

a warning it'll say don't start

enforcing that protection because it'll

block you out from completing other

parts of the project so it'll say don't

don't actually start enforcing it just

kind of like show us that you know how

to

uh restrict the editing but in the real

world you would if you really wanted to

do a task like this you would have to

finish it by

enforcing the protection but that could

create some problems on your exam so

we're not actually going to click that

we'll just click the exit and then move

on to the next task

now for the second task in this project

we're going to create a character style

named task that applies the orange

accent to font color and italic

formatting and then we're going to save

the style in this document only and then

we're actually going to apply that style

in the next part of the tags so why

don't we start off with the first part

we'll create a character style so here

in the home tab is all the styles that

exist and we want to create a new one so

what you can do is

one way to do that would be to click the

styles group here and just go to

new style

okay or you could do

from here

uh create a style

but it doesn't have that many options so

we have to go if you're going to do that

way you'd have to go to the modify part

so either way it would take you to this

create new style from formatting

box and then from here we can edit uh we

have to give this a name called task

so we'll call this one task

and the only changes we have to make is

just add the italic formatting here and

then there's changes the color to a

brown

or sorry orange accent color

which is right here

um and then just make sure that it says

only in this document and we're going to

add it to

the styles gallery and then from here

we'll press ok and we should see this

added to the style gallery here and now

this style should appear in your styles

gallery so we can highlight the word

that we want the himalayan word here in

this section

and then apply the task style to that

word

by clicking on it and there we go that's

how you would create your own style and

then apply it to a word in your word

document for our third task we're going

to create and apply a custom color set

based on the current color set and then

we're going to change one of the parts

of that color set to dark red

and then we're going to give that name

and that color set a unique name so

we're going to to do that we're going to

go to the design tab so click on the

design tab and this is where we'll find

the colors drop arrow

here are a few that i uh that i made in

the past so mike's awesome custom color

something like that um when i was

feeling a little bit creative

so to create your own custom colors you

would go to this bottom part click here

and this now you can play around with

the design colors and things like that

when it comes to

different types of text in your document

so we want to change the followed

hyperlink which means after you click a

hyperlink what is the color

and then we want to change that to

a dark red so a standard dark red here

to show people we've already clicked on

the hyperlink and we have to give this

new

theme color a name so we'll call this

himalayan coffee now you can type it in

or you can just copy and paste from the

instructions which this is a longer name

so it might be quicker just

copy and paste

and that way you don't worry about

spelling errors so himalayan coffee

that's our new color set we're gonna

save it and you can even double check

that it's there now we go back to the

the color drop arrow and uh it's right

there

now you might have noticed something in

the question that we missed that we can

add on so don't forget to do this if you

have a task that's similar to this it

doesn't just say create and save the

custom color set

it says apply it so it's not very

specific on what it's applying to so

we're just gonna assume it's the whole

word document so just make sure

a really quick way to

highlight your whole document is to

press ctrl a which is gonna select

everything in our document and then

don't forget to apply that new color set

which isn't going to change a whole lot

but when it comes to adding that

followed hyperlink it'll be there

and you could be missing some marks for

that task if you forget to do that so

don't forget to actually

apply if the task is asking you to not

only save create but also to apply as

well so just remember uh read the

instructions very carefully so the

fourth and final task in this project is

going to ask us to go to the title page

and on the line below the address

paragraph we're going to insert a

field that uses this date format so the

first thing i have to do is i find that

insertion point just below the last

paragraph here so i'm just going to go

here press enter my new insertion point

is here

and then i'm going to from here go to

the insert tab so click on that insert

tab

and then we want to go under the quick

parts to

locate uh the field button here so go

for field and what you guys want to do

is because i was exploring this a little

bit earlier

it's going to be set to all what you

want to do is hone in on the date and

time categories

and then we have our save date field

option here now this is sort of

confusing on what uh the date format

here is a little bit confusing but

basically the four m's is

a full on um

spelled out month

and then day and then uh four digits or

four numbers for the year so it looks

like this one here and when we click on

it we can see this is the exact date

format that we're asked to insert into

this date field

so we'll use that one

and then

press ok

and then we've added this uh save date

field

so for the first task we'll create a new

building block and then second one will

add or will modify the existing building

block so the second task is more likely

to be on your exam but i thought we

would sort of discover how to create one

because there's a few small challenges

when it comes to creating a new building

block in microsoft word and one of them

is actually selecting something so you

can't just put your insertion point on

the page and then create a building

block so for example if i just click

here and then go to the insert tab and

then i go to the quick parts and then i

try to

save selection to quick parts gallery

it's not going to work because i have to

select a part like whether it's a word

or a format that you use or a signature

block like this i have to actually

select something before i can create a

building block based on what i selected

from my document so select something

first and then in the quick parts this

will become ungrade and now we can save

selection to quick parts gallery

and then we're going to give this uh

new building block a few details here so

we're going to call this the digital

signature

and then we're going to call this one

the category

contract so we'll say create new

category

and it's the

contract one

so maybe you have a few types of

signatures and things like that or

signature blocks this is the one we use

for contracts

the description is a little bit long so

i'm just going to type it out it won't

let me copy and paste

okay so once i've typed that in i can

press ok now we can move on to the

second part which is modifying the

building block that we just created so

your exam would have had a

building block set up for you a very

unique building block just like the one

we created so the easy part about this

is you just go to the insert tab and

then go to quick parts drop arrow and it

should be waiting for you right here

okay so on your exam it would be here

you don't click on it you right click

for more options and then there's an

option to edit the properties here so

you'll find it under the quick drop

quick parts drop arrow right click on

the space here and then we'll click edit

properties to edit

uh the building block or modify it

okay

and this has asking us to modify it so

that it inserts content in its own

paragraph so that's just under the

options here

insert content in its own

paragraph

all right and then you would press

ok

and then just say yes we want to

redefine this building block entry

and then that's how you complete a task

like task two

so for the first task in project three

we're going to set the application

default font to eleven point regular

arial for this document only and just to

make a note this isn't altering the

uh style it's altering the default font

so it's a little bit different you're

not altering the

normal style here you're altering the

font that you kind of started with in

this document so to do that in the home

tab click this font group dialog box

launcher

and then this font dialogue box will

open now we just have to change it to

the three things that the task is asking

for which is the regular

11 point for size

and then also we're going to search for

ariel

so

we just type it in

and there we have it and then

when we have those three things selected

remember to click uh set as default and

then this little box is going to open up

asking us do we want to

set the default

to this document only or

based on you know every time you open up

a new document so we just say this

document only press ok

and that's how you would complete a task

like task 1. for task 2 we're going to

change the style of all content that is

formatted with the science1 style

to the science 2 style so let's say we

created these new unique styles in our

styles gallery and we've applied science

1 to tons of sections in our document or

headings and instead of manually having

to change all of them

we would just use the find and replace

options to quickly switch

these styles so to quickly replace

science 2 style with the science 1 style

in the document we're going to go to the

home tab and then in the editing group

we'll click replace

now your screen will probably have

something like this and you have to

click more to open this

dialog box and then we'll choose to

click the find tab

and the format that we want to find

actually let's go to replace

so we'll click in this box first

okay so this box first and then we'll

click the format drop arrow here we'll

click style and we want to choose style

one so press ok so it says format style

one that's what we're going to find then

click in this replace box here so this

is all in the replace tab click the

replace with and then choose the science

2 style

from the same spot we got the science 1

style from

so it says find what style science 1

format it with style science 2 and we're

all doing this in the replace tab okay

and then when you say replace all there

should be a number of replacements and

notice how

um our science one or blue text turned

to the science to green text here and

then we'll just click ok

so now

that baby blue text that represented

science one

now the uh

green

science two text is applied for task

three we're going to copy a title style

from a different document or a document

template because we have this default

title style and maybe we created a

really nice looking one in a different

document but we didn't save it to our

computer we just saved it within that

document so we want to copy that style

over so this is how you would do that so

you go to the home tab first and then we

go to the styles group and then open

this dialog bond

dialog box launcher and then go down

here there's a little a with a check

mark and that's how we manage styles so

we'll click that

and then we'll go to

import or export so we want to import

the style from the publication style

template so we'll click that

from here it's a little weird you have

to close this file so basically close

like the settings that we have in this

document and then we have to open file

so this is where we can look for

the file that we need so if you

downloaded the files for this uh

wherever you saved it just look for the

publication style template okay so this

is the type of file that we're looking

for it looks like a word document but

it's a word template we'll just click on

this

and then you should see the title

option here so there's a few styles

within that template that we have uh we

want to click on the title one and then

we want to make sure to

copy it over and then a warning sign is

gonna pop up saying do you wanna

overwrite the existing style and it says

in the second part of the task we're

gonna override the existing style to

change the appearance of the document so

um we're gonna click yes once we do that

so we'll just click copy make sure

you've got the title style

highlighted press copy

and this little warning box shows up and

we just say do you wish to overwrite the

existing style entry title and we'll say

yes

okay and now you can see that the title

style has changed from the default one

that we usually have for microsoft word

for our fourth task in this project

we're going to mark an index entry for

the word introduction immediately after

the word so

to do that we have to find the word

first so the first entry of that and um

i know it's staring at us right in the

face but it's not a bad idea to get into

the practice of trying to search for

these words so to search for a word on

your exam you go to the home tab look

for find this navigation pane is going

to open up and then just type the word

or just start typing the word

let's spell it out completely okay so

now we've found the first instance

there's two results but

this is the first one

so

right after the word then we're going to

index this word

by going to the

references tab

so this is where all of our indexes and

bookmarks go

um these are some of the options you

have we'll go to the index group and

we'll click mark entry

and the nice thing about this mark index

entry box is that you can skip a step

when it comes to copying and pasting you

can just select the word the first

instance of introduction here so we'll

just select it and then click inside the

mark entry box and it knows that you

want to copy that word or make it the

index entry

and then just click mark down here

and now we can close oh and just a side

note if you don't want this to show up

that you've marked this as an entry um

all you have to do is go to the home tab

and then click the show hide button so

it was turned on when we marked the

index but you can also turn that off if

you don't want to see that for our fifth

and final task of this project we're

going to go to the end of the document

and then we're going to insert a table

of figures so this is a really great

option if your word document has a lot

of pictures or graphics in it

you could label exactly which page

they're on whether you want to put this

at the beginning of the document or at

the end is up to you but this is how you

would do that so we'll put our insertion

point under the figures heading here and

then i'll go to the references tab and

in this captions group there's an option

to insert table of figures it's a little

bit like table of contents but instead

of listing off like headings we're

listing off figures and you know things

like pictures and stuff in our document

where you can find them so uh we go to

table of figures and then this format

will probably be

the default is from template so you just

have to change this to distinctive

and then when we press ok this little

table of figures

comes up and lets us know where all our

figures are in our document

for our fourth project in the first task

we're going to turn on hyphenation

settings in our document and what that

does will basically if there's too much

space in between a word it'll join the

word with a hyphen so if we turn those

settings on by default hyphenation is

usually turned off when you start a

microsoft word document and you might

have to turn the settings either on or

off on your exam so this is how you

would do that

you would go to the layout tab first

click on there

and then and it doesn't matter wherever

you go in your document because once we

turn these on

your whole document will it'll go

through your whole document and add

hyphenation so

then you click this hyphenation drop

arrow to get all these hyphenation

options

and there's three main ones so none

you would go there if you were asked to

turn hyphenation off in a document so

just click none

uh for this task we'll click automatic

manual you would just kind of have to go

through

all of the cases where it wanted to add

a hyphen in your document and then you'd

have to pretty much just okay it or

confirm it

that would take too long to actually be

a task on your exam so it's either turn

them off by choosing none or turn them

on by choosing automatic

so we'll choose that one and you can see

there was too much space uh between the

word intelligence and the next one so we

just joined it at the end of the line

with a hyphen and that's how you would

turn hyphenation settings on or off

now for the second task we're going to

modify a already existing style in the

style gallery so we're going to change

the heading 2 style so that the font is

14 points

lucida bright and the paragraph has a

one point black bottom border and

there's a little bit of a challenge here

so i'm going to show you how to start

modifying

this style but also a little bit of a

challenge that if you have this type of

wording how we can solve it and that

kind of thing so the first thing you

have to do is go to the home tab and

then find the heading 2 style

and we're going gonna right click on it

and then we can click on the modify

option here

and then we have to change the font to

uh lucida bright normally you'd have to

scroll down but i've used this recently

so let's set a bright and then the font

is 14 points

and i don't think they want you to

change the color so we'll leave that

there so just 14

lucida bright and then

you have to additionally go to this

format drop arrow and then choose border

options

so that's what we'll do it takes us to

this boarding borders and shading

options

we want a custom border

or you could just click on this uh

bottom border here so we want to add the

bottom border this one would be top left

and right we just want the bottom one

selected now this is interesting because

the automatic color if you take a look

is black unless the instructions say

something like

uh change this to black text one just

leave it at automatic so if you get

something like this and it says it wants

a black underline the automatic or

default color is black so i'm just going

to leave that as automatic and then

change the width to

what is it one point

one point black bottom border okay so if

it said like black

like a variant of black like black

text one or black

text one lighter five percent i would

change it to that but i'm going to leave

it there just assuming that the black is

the automatic black that the color comes

with so we've done i think everything we

need to modify this heading style so

we'll press ok and then you get a little

bit of a preview here and it looks great

so we'll press ok and that's how you

would complete a task like task for our

third task in this project we're going

to edit a macro so that it applies a

different font

inside of the macro recording so it's

going to seem a little bit like coding

here but again keep in mind that a lot

of these tasks may seem challenging but

they should only take about a minute at

most so um although this might be

challenging if you've never done it

before you should be able to complete

any tasks within 60 seconds so to do

this we'll go to the developer tab

and then go to macros and click that so

to view the macros so we have to find

this one first so we have to most of the

time macros can be found in all active

templates and documents and we'll choose

the sentry gothic one

that's the one we want to edit so we'll

choose edit here

and we want to choose a century gothic

one

and then it said down here that we want

to change the

font to century gothic but this one

currently says calibri light so we have

to kind of fix that error

century gothic in two words so

even though for a title of a macro you

can't use two words if we want this

coding to pick up on the sentry got

thick font we have to type it like the

font name itself within the quotation

marks

okay and then now that we've

changed sort of the process here and the

font we can even test it which is great

i wouldn't suggest testing it on your

test but if you wanted to see if it

worked we'll highlight this text here

actually if we were to highlight this

and then run the macro it would work so

let's see

developer macro

and we'll say

run changes this font to

the one we want

the sentry gothic one

so that's how you complete a step like

step three

now this fifth project only has one task

in it and you might run into one project

or two on your exam that only has one

task on it it's totally normal for the

word core and word expert exams in the

2019 versions so for this task we're

going to preview the merge results of a

mail merge that we set up if you use

mail merge a lot this is going to seem

overly simplistic but there are tasks

like this on your exam

and if you've never used mail merge

before then this will be adequately

challenging for you so um

anyways let's get to it to preview the

merge results for the first record we

would go to the mailings tab and click

on that

and then you'd have to click on preview

results yours might look a little bit

differently than mine some people have a

magnifying glass on their version of

word and the first recipient is already

or the first record is already selected

so all i have to do is click preview

results and it should look like this and

then if you wanted to scroll to the next

recipient you could but we don't have to

because the task is just asking us to

leave it there we just want to preview

the merged results and then don't do

anything other than that just leave it

there

and move to the next project

speaking about more projects i have more

coming up and i will upload them soon if

enough people leave a like on this video

so if that's of interest to you please

leave a like to let me know that you

want to see more word expert tasks and

projects thanks and we'll see in that

one