Formatting Technical Documents

Master the skills to create polished, professional technical documents with advanced formatting techniques that enhance consistency, efficiency, and usability

Description

Overview

This hands-on workshop focuses on creating professional, well-structured technical documents using advanced formatting techniques. Participants will learn how to effectively use styles, numbering, and page management tools on day one, and then progress to mastering captions, lists, reusable elements, and advanced formatting techniques on day two. Formatting is integrated throughout the course to ensure participants gain practical, reusable skills for a variety of document types.

Course Objectives

After completing this course, students will be able to:

  • Master time-saving shortcuts for efficient document formatting.
  • Create, modify, and apply styles for consistent formatting.
  • Set up and manage page numbers across complex documents.
  • Link multi-level numbering to heading styles for structured documents.
  • Automatically generate tables of contents based on heading styles.
  • Create and store reusable cover pages.
  • Caption figures and tables for clear referencing.
  • Automatically generate lists of tables and figures.
  • Create cross-references for seamless document navigation.
  • Apply advanced formatting techniques to enhance document quality and consistency.
  • Troubleshoot common formatting issues and customize document elements.

Who Should Attend

This workshop is perfect for:

  • Professionals creating technical documents like reports, procedures, and manuals.
  • Researchers needing to produce consistent, high-quality publications.
  • Administrative staff responsible for formatting official documents like proposals or policies.
  • Anyone seeking to improve their document formatting skills and efficiency.
Course Outline
Day 1: Foundational Techniques and Formatting Essentials
  • Shortcuts for efficient navigation and formatting
  • Creating and applying styles for consistent document structure
  • Page numbers: Setup, management, and troubleshooting
  • Multi-level numbering connected to heading styles
  • Automatically generating tables of contents
  • Bookmarks and other small formatting tasks as class pace allows
Day 2: Advanced Document Features and Final Touches
  • Creating and storing reusable cover pages
  • Captioning figures and tables
  • Automatically generating lists of tables and figures
  • Cross-referencing for document linking
  • Advanced formatting techniques integrated throughout

Prerequisites

Prior Course Recommendation: Microsoft Word for Office 365: Beginner

System Requirements for Online Participants:

For online students, you must have access to Microsoft Word 365 with an active subscription.

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