Skip to content
Felix
  • Topics
    • My List
    • Felix Guide
    • Asset Management
    • Coding and Data Analysis
      • Data Analysis and Visualization
      • Financial Data Tools
      • Python
      • SQL
    • Credit
      • Credit Analysis
      • Restructuring
    • Financial Literacy Essentials
      • Financial Data Tools
      • Financial Math
      • Foundations of Accounting
    • Industry Specific
      • Banks
      • Chemicals
      • Consumer
      • ESG
      • Insurance
      • Oil and Gas
      • Pharmaceuticals
      • Project Finance
      • Real Estate
      • Renewable Energy
      • Technology
      • Telecoms
    • Introductory Courses
    • Investment Banking
      • Accounting
      • Financial Modeling
      • M&A and Divestitures
      • Private Debt
      • Private Equity
      • Valuation
      • Venture Capital
    • Markets
      • Economics
      • Equity Markets and Derivatives
      • Fixed Income and Derivatives
      • Introduction to Markets
      • Options and Structured Products
      • Other Capital Markets
      • Securities Services
    • Microsoft Office
      • Excel
      • PowerPoint
      • Word & Outlook
    • Professional Skills
      • Career Development
      • Expert Interviews
      • Interview Skills
    • Risk Management
    • Transaction Banking
    • Felix Live
  • Pathways
    • Investment Banking
    • Asset Management
    • Equity Research
    • Sales and Trading
    • Commercial Banking
    • Engineering
    • Operations
    • Private Equity
    • Credit Analysis
    • Restructuring
    • Venture Capital
    • CFA Institute
  • Certified Courses
  • Ask An Instructor
  • Support
  • Log in
  • Topics
    • My List
    • Felix Guide
    • Asset Management
    • Coding and Data Analysis
      • Data Analysis and Visualization
      • Financial Data Tools
      • Python
      • SQL
    • Credit
      • Credit Analysis
      • Restructuring
    • Financial Literacy Essentials
      • Financial Data Tools
      • Financial Math
      • Foundations of Accounting
    • Industry Specific
      • Banks
      • Chemicals
      • Consumer
      • ESG
      • Insurance
      • Oil and Gas
      • Pharmaceuticals
      • Project Finance
      • Real Estate
      • Renewable Energy
      • Technology
      • Telecoms
    • Introductory Courses
    • Investment Banking
      • Accounting
      • Financial Modeling
      • M&A and Divestitures
      • Private Debt
      • Private Equity
      • Valuation
      • Venture Capital
    • Markets
      • Economics
      • Equity Markets and Derivatives
      • Fixed Income and Derivatives
      • Introduction to Markets
      • Options and Structured Products
      • Other Capital Markets
      • Securities Services
    • Microsoft Office
      • Excel
      • PowerPoint
      • Word & Outlook
    • Professional Skills
      • Career Development
      • Expert Interviews
      • Interview Skills
    • Risk Management
    • Transaction Banking
    • Felix Live
  • Pathways
    • Investment Banking
    • Asset Management
    • Equity Research
    • Sales and Trading
    • Commercial Banking
    • Engineering
    • Operations
    • Private Equity
    • Credit Analysis
    • Restructuring
    • Venture Capital
    • CFA Institute
  • Certified Courses
Felix
  • Data
    • Company Analytics
    • My Filing Annotations
    • Market & Industry Data
    • United States
    • Relative Valuation
    • Discount Rate
    • Building Forecasts
    • Capital Structure Analysis
    • Europe
    • Relative Valuation
    • Discount Rate
    • Building Forecasts
    • Capital Structure Analysis
  • Models
  • Account
    • Edit my profile
    • My List
    • Restart Homepage Tour
    • Restart Company Analytics Tour
    • Restart Filings Tour
  • Log in
  • Ask An Instructor
    • Email Our Experts
    • Felix User Guide
    • Contact Support

Microsoft Word - Common Tasks

An overview of common tasks carried out in Microsoft Word.

Unlock Your Certificate   
 
0% Complete

7 Lessons (32m)

Show lesson playlist
  • Description & Objectives

  • 1. Track Changes

    05:47
  • 2. Spell and Grammar Check

    06:06
  • 3. Autocorrect

    03:52
  • 4. Adding a Cover Page

    01:37
  • 5. Custom Cover Page

    06:41
  • 6. Using Passwords to Protect your Document

    02:19
  • 7. Final Checks

    05:03

Prev: Microsoft Word - Inserting

Final Checks

  • Notes
  • Questions
  • Transcript
  • 05:03

Learn the key checks you should do before submitting any Word document

Downloads

25. Final checks

Glossary

Microsoft Word Word
Back to top
Financial Edge Training

© Financial Edge Training 2025

Topics
Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity
Venture Capital Project Finance Credit Analysis Transaction Banking Restructuring Capital Markets
Asset Management Risk Management Economics Data Science and System
Request New Content
System Account User Guide Privacy Policy Terms & Conditions Log in
Transcript

Right. You're now ready to make some final checks before you print out the document or email it to your colleagues or maybe convert it into a PDF. So what we need to do, first of all, is inspect it really carefully and get rid of any unwanted comments and things. We're gonna refresh the contents page, 'cause we want to make sure that it's captured every single chapter, and then we're gonna check that contents page just to make sure that we've captured everything that we should have done, and it tells the correct story and all the headers are correct as well. So let's crack on, then. Now, there's actually a tool that will help us inspect the document. I'm not gonna walk you through proofreading, 'cause I think you can do that by yourselves, but I'm going to actually show you a tool that can be used to find other stuff as well. So if we go to the File menu and down to Info, and then go to check for issues here, inspect document, check for issues, and then we can inspect the document, and there's a list of check boxes along the left hand side that we can select for this tool to look for. So I'm gonna leave them all checked for now and just hit the Inspect button.

Okay, so while it's... Oh, there we go. It's done it very, very quickly, and it's found that we've got some comments in there, and also there's some personal information. Now, I'm not worried too much about the personal information but I certainly don't want the comments to appear. So what I'm going to do, I'm gonna remove all of those, okay? And when I now hit reinspect and inspect.

Okay, it's just the personal information, which I'm gonna leave in there. So I'm gonna hit close now. I'm gonna go back to my file. And you may have noticed that actually beforehand there was an additional bit of white space to the right of the margin. That's the space where your comment bubbles often appear. That's now been replaced by this gray background. So I know that the comments have gone, so that's great. Now what we're going to do then is go to that contents page. So control-home to jump up to the front of the documents, and then I'll go scroll down to the contents page, click in the contents, table of contents, and update the table. Again, you can click in the table of contents and press F9 as well. They both do the same thing, and I want to update the entire table. Okay, great. So some of the page numbers will have updated, and let's have a quick run through and, oh, look, there's a very obvious problem here. We've actually given a heading style to one of the pictures in the document, which is why it's appeared in the contents page. We therefore need to give that particular element a normal style. Then it won't be captured by the table of contents. So what I'm going to do is jump to that section. So I can do that really quickly. I can press the control key and then just left click, and it will take me to that part of the document, and I can see what's happened here. Look, to the right of the image, we've got, you can see the paragraph mark there, and that is heading three. That's for the top of the screen there. Well, look, we're gonna change that to normal and that turns black, and that should mean now it's no longer gonna be captured by the contents page. Let's just test that theory. So let's go back to the contents page. Oops. Okay, and we'll just click in there, update the table again.

Okay, and then go back down. Yeah, so it's got rid of that particular part of the table, which is good. However, the table is far from perfect, okay? I'll be absolutely blunt with you about that. If you look, we've used very mixed capitalization. So Introduction to Word is using capital letters for the major words, but if I go further down, we've got, oh, it's only, it's down to sentence case. So what I need to do is be more consistent about that. So what I'm going to do is I'm gonna pause the video now. I'm gonna fix all of those headers. Right, then I've now been through the whole document and I have changed everything that was in heading one or heading two or heading three, so that we've got capital letters in those. So now what I'm going to do is refresh the table of contents one last time, and the entire table. Okay, great stuff. So you can see that the capital letters have appeared now, and that's that. So this would now be ready to send. Now obviously, this document, this how-to guide, I've been kind of using it in a kind of a haphazard fashion since we started working on it. You will have a tidier version of this to download alongside these videos, okay? So it won't look exactly like this, but we'll be using elements from this document for the exercises as well.

Content Requests and Questions

You are trying to access premium learning content.

Discover our full catalogue and purchase a course Access all courses with our premium plans or log in to your account
Help

You need an account to contact support.

Create a free account or log in to an existing one

Sorry, you don't have access to that yet!

You are trying to access premium learning content.

Discover our full catalogue and purchase a course Access all courses with our premium plans or log in to your account

You have reached the limit of annotations (10) under our premium subscription. Upgrade to unlock unlimited annotations.

Find out more about our premium plan

You are trying to access content that requires a free account. Sign up or login in seconds!

Create a free account or log in to an existing one

You are trying to access content that requires a premium plan.

Find out more about our premium plan or log in to your account

Only US listed companies are available under our Free and Boost plans. Upgrade to Pro to access over 7,000 global companies across the US, UK, Canada, France, Italy, Germany, Hong Kong and more.

Find out more about our premium plan or log in to your account

A pro account is required for the Excel Add In

Find out more about our premium plan

Congratulations on completing

This field is hidden when viewing the form
Name(Required)
This field is hidden when viewing the form
Rate this course out of 5, where 5 is excellent and 1 is terrible.
Were the stated learning objectives met?(Required)
Were the stated prerequisite requirements appropriate and sufficient?(Required)
Were the program materials, including the qualified assessment, relevant and did they contribute to the achievement of the learning objectives?(Required)
Was the time allotted to the learning activity appropriate?(Required)
Are you happy for us to use your feedback and details in future marketing?(Required)

Thank you for already submitting feedback for this course.

CPE

What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

What are CPE credits?

For self study programs, 1 CPE credit is awarded for every 50 minutes of elearning content, this includes videos, workouts, tryouts, and exams.

CPE Exams

You must complete the CPE exam within 1 year of accessing a related playlist or course to earn CPE credits. To see how long you have left to complete a CPE exam, hover over the locked CPE credits button.

What if I'm not collecting CPE credits?

CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.


Further Help
  • Felix How to Guide walks you through the key functions and tools of the learning platform.
  • Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
  • Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
  • Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
  • Search function: Use the Felix search function on the homepage to find content related to what you want to learn. Find related video content, lessons, and questions people have asked on the topic.
  • Closed Captions & Transcript: Closed captions and transcripts are available on videos. The video transcript can be found next to the closed captions in the video player. The transcript feature allows you to read the transcript of the video and search for key terms within the transcript.
  • Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.