MOS Word Expert (MO-111) cheat sheet

Word Options is reached via File > Options; most settings are application-level and persist across documents, while settings under the Review and View tabs of a specific file are document-level.

Trust Center settings control macro, ActiveX, and add-in behavior; Protected View and Trusted Locations are configured there, and Trusted Locations bypass Protected View entirely.

AutoRecover saves recovery data at the interval set in Save options (default 10 minutes); it is not a substitute for saving, and recovered files open read-only until saved.

Compatibility Mode appears in the title bar when a document uses an older format; File > Info > Convert upgrades the file to the current format and enables newer layout features.

Document Inspector (File > Info > Check for Issues) removes hidden metadata, comments, and personal information; some removals are irreversible, so run it on a copy.

Restrict Editing (Review > Protect) supports formatting restrictions, editing restrictions (tracked changes, comments, forms), and exceptions for specific users or groups.

Digital signatures are added via File > Info > Protect Document; any edit after signing invalidates the signature, and signatures are removed when the document is modified.

The default save location, default font, and default template are set under File > Options > Save and General; changes affect new documents, not existing ones.

Styles are the foundation of consistent formatting; modifying a style updates every paragraph using it, whereas direct formatting overrides the style until cleared with Ctrl+Space or Clear Formatting.

The Styles pane (Ctrl+Alt+Shift+S) shows style usage; the Style Inspector reveals paragraph versus character formatting and direct formatting applied on top of a style.

Track Changes (Ctrl+Shift+E) records insertions, deletions, and formatting; the Reviewing Pane lists all revisions, and Accept/Reject applies per change or to all changes at once.

The Compare and Combine commands (Review > Compare) merge two documents or generate a redline; Combine is used for multiple authors' copies of the same document.

Section breaks (Layout > Breaks) enable different headers, footers, page orientation, and column layouts within one document; a section break stores the page setup for the section that follows.

Fields update with F9; Ctrl+F9 inserts an empty field, Shift+F9 toggles field code display, and Alt+F9 toggles all field codes in the document.

Find and Replace supports wildcards, special characters (^p, ^t, ^m), and formatting criteria including styles, fonts, and paragraph formats.

Cross-references (Insert > Cross-reference) link to headings, bookmarks, figures, and tables; they update when fields update, unlike plain typed references.

Quick Parts (Insert > Quick Parts) store reusable content in the Building Blocks Organizer, where entries are sorted by gallery, category, and template.

Content controls (Developer tab) include plain text, rich text, picture, date picker, drop-down list, combo box, and checkbox; each has a title and tag used by data binding.

A repeating section content control repeats its contained controls; it requires the document to be saved as a macro-enabled or XML-based format to persist fully.

Templates (.dotx) are created via File > Save As and chosen as the template type; the Normal template (Normal.dotm) governs defaults for new blank documents.

A custom building block can be saved to a specific template so it appears only in documents based on that template, or to Building Blocks.dotx for global availability.

Mail merge uses a main document plus a data source; merge fields (Insert > Merge Field) are inserted, and rules such as IF...THEN...ELSE and NEXT control conditional output.

The MERGEFIELD field syntax is { MERGEFIELD FieldName }; the FieldName must exactly match a column header in the connected data source.

Document properties and custom properties (File > Info > Properties > Advanced Properties) can be inserted as fields and used in headers, footers, and Quick Parts.

Mail merge completes in six steps: main document type, starting document, recipients, greeting line or content, preview, and finish/merge to printer, new document, or email.

The IF field uses syntax { IF Expression TrueText FalseText }; comparison operators include =, <>, >, <, >=, and <=, and text values are enclosed in quotation marks.

A bookmark (Insert > Bookmark) creates a named location; REF fields and cross-references can target it, and bookmarks are hidden by default in the Bookmarks dialog.

The Table of Contents field (References > Table of Contents) is built from heading styles or TC fields; update it with F9 or Update Table, and page numbers require the document to be paginated.

Captions (References > Insert Caption) create numbered labels for figures and tables; a Table of Figures is built from caption labels or styles.

Index entries are marked with Alt+Shift+X and compiled via References > Insert Index; the index updates only when manually refreshed.

Forms protection restricts editing to form fields and content controls; legacy form fields require this protection, while content controls can be locked individually.

Macros are recorded via Developer > Record Macro, stored in the document or Normal template, and run with Alt+F8; macro-enabled files use the .docm extension.

Word Options is reached via File > Options; most settings are application-level and persist across documents, while settings under the Review and View tabs of a specific file are document-level.

Trust Center settings control macro, ActiveX, and add-in behavior; Protected View and Trusted Locations are configured there, and Trusted Locations bypass Protected View entirely.

AutoRecover saves recovery data at the interval set in Save options (default 10 minutes); it is not a substitute for saving, and recovered files open read-only until saved.

Compatibility Mode appears in the title bar when a document uses an older format; File > Info > Convert upgrades the file to the current format and enables newer layout features.

Document Inspector (File > Info > Check for Issues) removes hidden metadata, comments, and personal information; some removals are irreversible, so run it on a copy.

Restrict Editing (Review > Protect) supports formatting restrictions, editing restrictions (tracked changes, comments, forms), and exceptions for specific users or groups.

Digital signatures are added via File > Info > Protect Document; any edit after signing invalidates the signature, and signatures are removed when the document is modified.

The default save location, default font, and default template are set under File > Options > Save and General; changes affect new documents, not existing ones.

Styles are the foundation of consistent formatting; modifying a style updates every paragraph using it, whereas direct formatting overrides the style until cleared with Ctrl+Space or Clear Formatting.

The Styles pane (Ctrl+Alt+Shift+S) shows style usage; the Style Inspector reveals paragraph versus character formatting and direct formatting applied on top of a style.

Track Changes (Ctrl+Shift+E) records insertions, deletions, and formatting; the Reviewing Pane lists all revisions, and Accept/Reject applies per change or to all changes at once.

The Compare and Combine commands (Review > Compare) merge two documents or generate a redline; Combine is used for multiple authors' copies of the same document.

Section breaks (Layout > Breaks) enable different headers, footers, page orientation, and column layouts within one document; a section break stores the page setup for the section that follows.

Fields update with F9; Ctrl+F9 inserts an empty field, Shift+F9 toggles field code display, and Alt+F9 toggles all field codes in the document.

Find and Replace supports wildcards, special characters (^p, ^t, ^m), and formatting criteria including styles, fonts, and paragraph formats.

Cross-references (Insert > Cross-reference) link to headings, bookmarks, figures, and tables; they update when fields update, unlike plain typed references.

Quick Parts (Insert > Quick Parts) store reusable content in the Building Blocks Organizer, where entries are sorted by gallery, category, and template.

Content controls (Developer tab) include plain text, rich text, picture, date picker, drop-down list, combo box, and checkbox; each has a title and tag used by data binding.

A repeating section content control repeats its contained controls; it requires the document to be saved as a macro-enabled or XML-based format to persist fully.

Templates (.dotx) are created via File > Save As and chosen as the template type; the Normal template (Normal.dotm) governs defaults for new blank documents.

A custom building block can be saved to a specific template so it appears only in documents based on that template, or to Building Blocks.dotx for global availability.

Mail merge uses a main document plus a data source; merge fields (Insert > Merge Field) are inserted, and rules such as IF...THEN...ELSE and NEXT control conditional output.

The MERGEFIELD field syntax is { MERGEFIELD FieldName }; the FieldName must exactly match a column header in the connected data source.

Document properties and custom properties (File > Info > Properties > Advanced Properties) can be inserted as fields and used in headers, footers, and Quick Parts.

Mail merge completes in six steps: main document type, starting document, recipients, greeting line or content, preview, and finish/merge to printer, new document, or email.

The IF field uses syntax { IF Expression TrueText FalseText }; comparison operators include =, <>, >, <, >=, and <=, and text values are enclosed in quotation marks.

A bookmark (Insert > Bookmark) creates a named location; REF fields and cross-references can target it, and bookmarks are hidden by default in the Bookmarks dialog.

The Table of Contents field (References > Table of Contents) is built from heading styles or TC fields; update it with F9 or Update Table, and page numbers require the document to be paginated.

Captions (References > Insert Caption) create numbered labels for figures and tables; a Table of Figures is built from caption labels or styles.

Index entries are marked with Alt+Shift+X and compiled via References > Insert Index; the index updates only when manually refreshed.

Forms protection restricts editing to form fields and content controls; legacy form fields require this protection, while content controls can be locked individually.

Macros are recorded via Developer > Record Macro, stored in the document or Normal template, and run with Alt+F8; macro-enabled files use the .docm extension.