Microsoft®

Word 2021 Advanced

Free Cheat Sheets
Quick Reference Guide Visit ref.customguide.com

The Developer Tab Forms

Add Forms to a Document
The Mapping
Enable the Developer Tab: Before adding
The Add-ins group lets you The Templates
forms, you must enable the Developer tab
group configures link content group lets you
on the ribbon. Click the File tab, click
add-ins to extend controls to switch document
Options, click Customize Ribbon, check
the functionality external XML templates and
the Developer check box, and click OK.
of Word. data. other add-ins.
Add a Form Control: Place the text cursor
where you want the form control, click the
Developer tab, click the Design Mode
button in the Controls group, and click the
button for the form control you want to add.
Click the Design Mode button again
when you’re finished adding form controls.
The Code group The Controls group lets The Protect group
Finalize a Form: Click the Developer tab
contains commands you add form controls to a lets you restrict the
and click the Restrict Editing button to
to record and edit document. Click Design ability to make
open the Restrict Editing pane. Check the
macros, as well as Mode, then click a form changes to a
Editing Restrictions check box, click the
control the level of control button to insert it. document (or certain
Editing Restrictions list arrow, and select
macro security in Click Design Mode again parts of a
Filling in forms. Click the Yes, Start
Word. when you’re finished. document).
Enforcing Protections button, enter a
password (optional), and click OK.

Types of Form Controls

Form Controls: You can add different types
Collaborate in Word of form controls that allow a user to enter
different types of data into a form.
Share a Document: Make sure the document is Show / Hide Comments: Click the Review tab and
• Rich Text allows users to enter
shared to an online-accessible location, such as click the Show Comments button to toggle it
on or off. text that can be formatted with different
OneDrive or SharePoint. Click the Share button
fonts and font styles.
above the ribbon and enter someone’s email
address in the Invite People field (or, click the Toggle Track Changes: Click the Review tab and • Plain Text allows users to enter
Address Book button and select someone in click the Track Changes button in the Tracking text, but not to format that text.
the Address Book dialog box). Choose their group.
• Picture allows the user to add a
permission level by clicking the permissions list picture from their computer or an
View Markup: Click the Review tab, click the
arrow and selecting a level. Enter a short online location to the form.
Show Markup button in the Tracking group,
message (optional), then click the Share button.
and select a type of markup to show or hide. • Check Box places a form with a
Highlight Text: Select the text you want to check box that the user can check or
Review Revisions: Click the Review tab, then click uncheck.
highlight, click the Text Highlight Color
the Next Change and Previous Change
button list arrow on the Home tab, and select a • Combo Box adds a list with a text
buttons in the Changes group. Click the Accept box, where users can choose an option
highlight color.
button to accept a change, or the Reject button or enter their own.
Insert a Comment: Select the text you want to to reject it.
add a comment to, click the Review tab, click the • Drop-Down List adds a list with
Compare Two Documents: Click the Review tab,
New Comment button, and add your several options that a user can choose
click the Compare button, and select
comment. Click outside of the comment field from.
Compare. Select the original document from the
when you’re finished. • Date Picker lets the user choose a
Original Document list arrow (or click the
Browse icon and select it), then select the revised date from a calendar.
Delete a Comment: Click a comment to select it,
click the Review tab, and click the Delete document from the Revised Document list arrow • Repeating Section contains other
button. (or click the Browse icon and select it). Click the types of content controls and repeats
More button and select what types of differences as many times as you need it.
Reply to a Comment: Click a comment to select it to look for (optional). Click OK.
• Legacy Types of content controls
and click the Reply button in the comment. were used in older versions of Word.
Type your response, then click outside the Add Line Numbers: Click the Layout tab, click the
Line Numbers button, and select an option. You can still use them in a Word 97-
comment field when you’re finished. 2003 document.

© 2022 CustomGuide, Inc.

Click the topic links for free lessons!
Contact Us: sales@customguide.com
Collaborate in Word Advanced Documents Advanced Documents
Customize Line Numbers: Click the Layout tab, Change Word’s Default Font: Start in a new, Insert a Field: Click the Insert tab, click the
click the Line Numbers button, and select blank document. Click the Font group’s dialog Explore Quick Parts button, and select
Line Numbering Options. Click the Line box launcher . Choose the new default font or Field. Select a field category, then a field. Click
Numbers button. Customize where the line font style, then click the Set as Default button. OK.
numbers start, how far they appear from the Select All documents based on the Normal
text, and how often they appear. Click OK, then template, then click OK. View Field Codes: Right-click a field and select
click OK again. Toggle Field Codes.
Create a Building Block: Select the text or
Protect a Document: Click the File tab, click the objects you want to use as a building block. Mail Merge
Protect Document button, and select Mark Then, click the Insert tab, click the Explore
as Final. Click OK in both the confirmation Quick Parts button, and select Save 1 – Start the Mail Merge Wizard: Click the
dialog boxes. Selection to Quick Part Gallery. Mailings tab, click the Start Mail Merge
button, and select Step-by-Step Mail Merge
Password Protect a Document: Click the File Insert a Building Block: Place the text cursor Wizard.
tab, click the Protect Document button, and where you want a building block placed. Click
select Encrypt with Password. Enter a the Insert tab, click the Explore Quick Parts 2 – Choose a Document Type: In the Mail
password, click OK, then enter that password button, and either select a building block from Merge pane, select a document type, then click
again to confirm it, and click OK again. the menu, or select Building Blocks Next.
Organizer. Select a building block, and then
Remove a Password: Click the File tab, click click Insert. 3 – Select a Document: In the Mail Merge pane,
the Protect Document button, select select whether to use the current document,
Encrypt with Password, remove the password Find and Replace Using Wildcards: Click the start a new document from a template, or use
from the text field and click OK. Find button list arrow, select Advanced another existing file, then click Next.
Find, and expand the dialog box by clicking the
Inspect a Document: Click the File tab, click the More button. Check the Use Wildcards check 4 – Select Recipients: In the Mail Merge pane,
Check for Issues button, and select Inspect box, then while entering a search phrase in the select whether to use an existing list, select
Document. Select the types of content you Find What field, click the Special button and contacts from Outlook, or type a new list.
want to check for, then click Inspect. After select a wildcard.
inspection, click Remove All for any content If using an existing list, click the Browse button,
that you want to remove, then click Close. Wildcard Examples select a file with a list of recipients, and click
Open. Select which contacts in the list you want
? any single character
Macros to use by checking or unchecking them, then
* any number of characters click OK.
Enable the Developer Tab: Before adding [] one of these characters
macros, you must enable the Developer tab on one of these characters in a If selecting contacts from Outlook, click the
[-] Choose Contacts Folder button, select a
the ribbon. Click the File tab, click Options, range
click Customize Ribbon, check the Developer contacts folder to import, and click OK. Select
[! ] none of the specified characters
check box, and click OK. which contacts in the list you want to use by
< beginning of a word checking or unchecking them, then click OK.
Record a Macro: Click the Developer tab, click > end of a word
the Record Macro button, and give the one or more instances of a If typing a new list, click the Create button, then
@ fill out the fields for each address. Click OK
macro a name. Click either Button or character
Keyboard to assign a button or keyboard when finished.
{n} exactly n instances of a character
shortcut to the new macro (optional). Click OK.
{n, } at least n instances of a character Click Next.
Perform the tasks you want to record, then click
the Stop Recording button. between n and m instances of a
{n, m} 5 – Write Your Letter: Place the text cursor
character
where you want an element, then click the
Run a Macro: Place the text cursor where you
Find and Replace Special Characters: Click the button for the element you want to add (such as
want the macro to run. Click the Developer
Find button list arrow, select Advanced an Address Block or a Greeting Line),
tab, click the Macros button, select a macro,
Find, and expand the dialog box by clicking the choose an element’s options, then click OK. Or,
and click Run.
More button. While entering a search phrase in click the More Items button, select a specific
Edit a Macro: Click the Developer tab, click the the Find What field, click the Special button field to insert, click Insert, and then click Close.
Macros button, select a macro, and click and select a special character. When you’ve added all the fields you need, click
Edit. Modify the macro using the Visual Basic Next.
editor, then close Visual Basic. Edit a Document in Multiple Languages: Select
the text in another language, click the Review 6 – Preview Your Letter: In the Mail Merge pane,
tab, click the Language button, and select click the << and >> buttons to preview the
Advanced Documents Set Proofing Language. Select a language placeholders filled in with a recipient’s data.
and click OK. When you’re finished previewing, click Next.
Customize Word’s Options: Click the File tab
and click Options. Select a category on the left, 7 – Complete the Merge: In the Mail Merge
Add Additional Editing Languages: Click the
and then customize options on the right. Click pane, click Print to print the finished mail
Review tab, click the Language button, and
OK when you’re finished. merged documents, or click Edit individual
select Language Preferences. Click the Add
additional editing languages list arrow and letters to create a new document for all or
Customize the Ribbon: Click the File tab, click some of the records.
Options, then click the Customize Ribbon select a language. Click Add, then click OK.
tab. Select and expand a ribbon tab, then select Close the Mail Merge pane when you’re finished
Insert a Date and Time Field: Click the Insert
and expand a group. Select a command from with the merge.
tab, click the Date and Time button, select a
the left column, then click Add to add it, or
date format, check the Update Automatically
select a command from the right column and
check box, and click OK.
click Remove to remove it from the ribbon.

© 2022 CustomGuide, Inc.

Click the topic links for free lessons!
Contact Us: sales@customguide.com
 Get More Free Quick References!
Visit ref.customguide.com to download.

Microsoft Google Software Business Skills

Access Gmail Adobe Captivate Business Writing
Excel Google Chrome Computer Basics Cyber Security
Office 365 Google Classroom macOS Email Etiquette
OneNote Google Docs QuickBooks Manage Meetings
Outlook Google Drive Salesforce Presentations
PowerPoint Google Meet Slack SMART Goals
Teams Google Sheets Storyline Time Management
Windows Google Slides Zoom
Word Google Workspace + more, including Spanish versions

Everything you need to

provide amazing training

View Demo

Interactive Skill Customizable

Online Learning Assessments Courseware

Over 3,000 Organizations Rely on CustomGuide

Request a Free Trial: info@customguide.com 612.871.5004