Creating a company template in Word 2016 using Style Sets

This lesson is exclusive to members

Course contents
SECTION: 5
How to create a company template 2:20
SECTION: 8
How to make an interactive form 10:13
SECTION: 9
Creating personalized letters using Mail merge 4:34
SECTION: 11
Cheat sheet & shortcuts 3:23

Questions

0

Course info

52 lessons / 3 hours

Overview

Hi there, in this Word tutorial course we’re going to learn Microsoft Word together. This is a project based course.

We’ll work through real world documents such as a formal business letter, monthly newsletter, a really long business report, a timetable and a visually exciting interactive PDF product document.

Projects included:

  • Creating a formal business letter

  • Creating a monthly company newsletter

  • Formatting a long business report, adding charts & graphs from Excel

  • Creating a timetable schedule using tables

  • Creating a company template using corporate fonts, colours & images

  • Creating a product overview PDF with basic interactivity

  • Creating a business form

  • Printing personalised letterheads & envelopes for client lists

This course is for beginners. You don’t need any previous knowledge of Word or any desktop publishing experience. We will start right at the basics but quickly get into working with up to date modern features.

You’ll work with images, logos & specific company colours. You’ll create corporate templates and reusable styles - automatically personalizing them using Mail Merge.

You’ll learn to make a monthly newsletter with links & videos ready for sharing & commenting. You’ll learn how to take charge of long documents; cleaning them up and adding professional graphs, infographics, tables and much more including exercise files. We will give you a printable 'cheat sheet'.

I will be around to help.If you get lost you can drop a comment on the video 'Questions and Answers' section that is below every video & I'll be sure to get back to you.

So my friend, now is your time to go from Word Zero, to Word Hero and for you to become the Microsoft Word professional in your office.


What are the requirements?

  • This course is for absolute beginners

  • You'll need a copy of Microsoft Word 2016.

  • No previous Word or desktop publishing skills are necessary.

What am I going to learn from this course?

  • How to work with your specific company fonts & colours.

  • Format text like a professional.

  • Work with various images, styles and implementations.

  • Save documents to older versions of Word.

  • How to save as a PDF.

  • How to make an interactive form.

  • Where to get inspiration for your design.

  • How to install new fonts.

  • Work with multiple column layouts.

  • How to personalise letters & envelopes from a list.

  • Adjust heading styles.

  • Work with really long text documents.

  • How to create a table of contents automatically.

  • How to work with bullets & numbering.

  • How to master tabs.

  • Create beautiful graphics & diagrams.

  • How to make an infographic.

  • How to work closely with Microsoft Excel.

  • How to work with comments & changes.

  • How to share you documents with others.

  • How to build your own company templates.

  • How to work with tables.

  • How to add videos to you documents.

  • You’ll get a cheat sheet, shortcuts and much, much more…

Who is the target audience?

  • Yes: This course is for people who need to learn Microsoft Word for work.

  • Yes: This course is perfect for people who need to upgrade their skills for their CV and job applications.

  • Yes: This course is for complete beginners and for people who know the basics of Word already.

  • No: This course is NOT for people who have advanced knowledge of Microsoft Word.

  • No:This is for PC version of Word 2016. (While 90% of this course will work on a Mac and in early versions of Word no guarantees can be made.)

Course duration 3 hours 18 mins

 

Daniel Scott

Daniel Scott

Founder of Bring Your Own Laptop & Chief Instructor

instructor

I discovered the world of design as an art student when I stumbled upon a lab full of green & blue iMac G3’s. My initial curiosity around using the computer to create ‘art’ developed into a full-blown passion, eventually leading me to become a digital designer and founder of Bring Your Own Laptop.

Sharing and teaching are a huge part of who I am. As a certified Adobe instructor, I've had the honor of winning multiple Adobe teaching awards at their annual MAX conference. I see Bring Your Own Laptop as the supportive community I wished for when I was first starting out and intimidated by design. Through teaching, I hope to bring others along for the ride and empower my students to bring their stories, labors of love, and art into the world.
True to my Kiwi roots, I've lived in many places, and currently, I reside in Ireland with my wife and kids.

Downloads & Exercise files

Transcript

In this video what I want to do is to be able to paste something, it comes through with the wrong formatting from the existing document, but we have to click on it anywhere and say, "Bam, you're the right font, you're the right size, you're the right colors." So, let's go and do that, and we're going to set something called a style set.

The first thing I need to do is to create a style set. I'm going to go through, and at the moment, you can see, my title up here is set to this giant stencil purple font, I want to go and change that to the one that I want consistently across my documents. I'm going to select it up, and I'm going to go through, and-- our company font is going to be this 'Tw Cen MT Condensed', and it's not going to be this purple, I'm going to use this corporate kind of green color. Now, if you want to know how to update your default font colors, you can check on an earlier video, I've gone through on how to do that. 

So, we've picked up green, we've got the right size, '28', that's great, but you can still see up here that the title is set to that stencil purple, so what I'm going to do is, I'm going to right click it, and say 'Update Title to Match Selection'. You'll see now, this is lovely 'TW Cen', and that means that I can go through and say, "You're the title," makes it easy to update. 

Next thing I want to do is maybe update my body copy, or my-- it's called 'Normal', so I've got it selected, it's defaulted to 'Calibri'. Our company uses 'Arial', and we're going to use '10' points, that's our default. And you can go and make any adjustments, the space before, the leading, any of that sort of stuff, you can make the adjustment now, and when you're happy with it, and you’ve got it selected, right click 'Normal' just like we did the title, and say 'Update Normal to Match Selection'. You'll see that's gone through my whole document, and everything else, because these all had 'Normal' applied to it, they've gone and updated it. 

Same with my 'Heading 1', I select it, I pick the font that we're going to be using, which is going to be 'TW Cen', the font needs to be a bit bigger, it's going to be '22', and it's going to be not red, it's going to be a different red, my kind of corporate red, it's a bit more washed out. So now I need to right click it, and 'Update'. I've gone and done that now, so I need to save this as a style set, and to do that we go to this one called 'Design'. That's the style set I've got at the moment, this is the one for this document, but what I can do is I can right click it and say 'Save' it. I'm going to give it a name, I'm going to call this one 'BYOL Style Set', give it any name you like, you can share these with people, you can go and find it, it's under this-- you kind of see this formatting here. It’s under 'Quick Style', you might have to do a search for it, and share with people. I'm going to click 'Save'.

The cool thing about that now is that if I've got a new document, and I paste in some text, I can-- you don't have to do anything really-- it brought through all the wrong formatting. All I need to do is go to 'Design', and go to this one, my second style set here called 'BYOL Quick Style Set', and it's gone and adjusted the titles, and it's gone and adjusted the headings. It's given me consistency across this whole document. 

Let's say now that I want to go and update that consistent style. So I've decided that-- actually, after a bit of use we've decided that the title needs to be a bit bigger, so instead of '28' we're going to use something like '48'. And that's going to be my heading size. So, we need to do two things, we need to update this title because that's the smaller font here, if I right click it and say 'Update', you can see, it's now the bigger version, and now we need to save this style set again. All we need to do is go to 'Design', right click this first 'Style Set' option, go to 'Save', and just give it the same name, so I'm going to click on 'BYOL Style Set', click 'Save', say 'Yes', and it means now, if I go through and create a document, it's going to use this new style, which is great. 

Say I've got existing documents, so I'm going to jump to that I've already got. It's using these smaller font size, you can see, it doesn't update automatically. What I need to do is go through and click it again. It means that it's not going to run through all your documents and automatically update them, you just have to click on the one called 'BYOL Style Set', often it's still the second one in, just hover above them, they give the different names, and that's how to update your style sets across Word.

So, to finish off, we're going to create a new document, and we're going to paste in our text, and it comes through as the wrong formatting, and all we need to do now is go to 'Design', click on our 'BYOL Style Set', and life is good and consistent.

All right, I'll see you in the next video. 

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