Word – Polished Documents and Smarter Workflows

Overview:

This session focuses on working more efficiently in Word while creating polished, professional documents. It explores practical tools that help you find, replace, and clean up content more quickly, manage and reuse information more effectively across documents, compare versions with greater confidence, and use features that save time in day-to-day document work.

Delegates will also learn how to improve formatting, repair documents when needed, prepare files more confidently for sharing, and use Copilot in Word to support drafting, redrafting, and document improvement tasks.

Key Topics:

• Mail Merge and creating labels
• Using advanced Find and Replace features
• Reviewing, Tracking and Versions
• Using AutoFormat to clean up and improve documents
• Creating newspaper-style columns
• Sharing and managing access to documents
• Importing template styles into an existing document
• Inserting content from other files
• Repairing a Word document
• Importing, linking, and embedding Excel tables and charts
• Using Copilot in Word to support drafting and document improvement

These practical scenarios show how the skills from this session apply to polishing, reusing, and improving council documents more efficiently.

Scenarios:

1. A busy clerk needs to mail merge letters or labels without typing each one individually.

2. A clerk feels frustrated by a messy policy document full of extra spaces, returns, and tabs. Can they tidy it without starting again? Yes, using Advanced Find and Replace.

3. A shared report needs tracked changes reviewed and the correct version confirmed before publication.

4. A clerk needs to share a draft policy safely, manage who can edit or view it, and feel confident access is under control.

5. A newsletter needs newspaper-style columns, so it is easier for residents to read.

6. An old report needs the council’s current styles applied for a consistent look.

7. A committee pack needs content inserted from other files without breaking the layout.

8. A vital Word document will not open properly and needs repair before a deadline.

9. Excel tables, charts, or figures need adding to a Word report clearly and accurately.

10. A clerk wants Copilot to draft, rewrite, summarise, or improve a document before sharing.

Who Should Attend:

Ideal for Word users who already create documents regularly and want to work more efficiently, tidy up formatting faster, and produce more polished results. This session is especially useful for those who need to clean up, reuse, compare, or improve documents with greater confidence.

Pricing:

• Free for CloudyIT customers using a training credit 

• £65 for non-CloudyIT customers (read T&Cs) 

Continue Your Digital Learning Journey:

Take the next step with Word – Accessibility to help ensure your longer council documents are not only well structured, but also clearer, more inclusive, and easier for all readers to navigate.

Keep Building Your Digital Confidence:

• Try the Microsoft 365 Digital Skills Audit Tool
• Join an AI in Local Government Members’ Day
• Come along to a DisGovery Day in person