Business Document Essentials

This two-day course is a complete learning and assessment program for BSBITU306 Design and produce business documents.


Area of Learning — Business Document Essentials

About this course

It is also designed to meet the requirements for people wishing to complete both BSBITU314 Design and produce spreadsheets and BSBITU313 Design and produce digital text documents.

The course is built around:

  • Easy to follow, step by step exercises to help you develop the relevant skills and knowledge
  • A series of practice exercises so that you can try out your new skills
  • An integrated assignment so that you can show how competent you have become


To be successful in this course, you should be familiar with using personal computers and you should have used the mouse and keyboard. You should be comfortable in the Windows environment and be able to use Windows to manage information on the computer. Specifically, you should be able to launch and close programs; navigate to information stored on the computer; and manage files and folders.

Course Outline

1: Document Standards

  • Types of Business Documents
  • Understanding Word Processing
  • Types of Word-Processed Documents
  • Understanding How Spreadsheets Work
  • The Appropriateness of Spreadsheets
  • Choosing Appropriate Software
  • Who Prepares Business Documents?
  • Speeding Up Document Production
  • Establishing Document Standards
  • Document Standards
  • Document Standards

2: Getting To Know Microsoft Word

  • Starting Word
  • The Word Screen
  • How Microsoft Word 2010 Works
  • Using The Ribbon
  • Using Ribbon KeyTips
  • Minimising The Ribbon
  • Understanding The Backstage View
  • Accessing The Backstage View
  • Using Shortcut Menus
  • Understanding Dialog Boxes
  • Launching Dialog Boxes
  • Understanding The Quick Access Toolbar
  • Adding Commands To The QAT
  • Understanding The Status Bar
  • Exiting Safely From Word
  • Understanding How Help Works
  • Accessing The Help Window
  • Browsing For Help
  • Searching Using Keywords
  • Other Sources Of Help

3: Creating A New Document

  • Creating Documents In Word
  • Using The Blank Document Template
  • Typing Text
  • The Save As Dialog Box
  • Saving A New Document
  • Typing Numbers
  • Inserting A Date
  • Document Proofing
  • Checking Spelling And Grammar
  • Making Basic Changes
  • Saving An Existing Document
  • Printing A Document
  • Safely Closing A Document
  • Creating a New Document

4: Working With A Document

  • The Open Dialog Box
  • Opening An Existing Document
  • Navigating With The Keyboard
  • Scrolling Through A Document
  • Page Zooming
  • Viewing The Ruler
  • Showing Paragraph Marks
  • Counting Words

5: Multiple Documents

  • Opening Multiple Documents
  • Switching Between Open Documents
  • Arranging All
  • Viewing Side By Side
  • Resetting The Window Position

6: Working With Text

  • Techniques For Selecting Text
  • Selecting Text Using The Mouse
  • Selecting Text Using The Keyboard
  • Editing Text In Insert Mode
  • Editing Text In Overtype Mode
  • Deleting Text
  • Using Undo
  • Using Redo
  • Inserting Symbols And Special Characters
  • Understanding Find And Replace
  • Finding Words
  • Replacing Words
  • Understanding Cutting And Copying
  • Cutting And Pasting
  • Copying And Pasting
  • Using The Clipboard Task Pane
  • Using Paste Special

7: Font Formatting

  • Understanding Font Formatting
  • Changing Fonts
  • Changing Font Size
  • Making Text Bold
  • Italicising Text
  • Highlighting Text
  • Changing Case
  • Using The Format Painter
  • Clearing Font Formatting

8: Paragraph Formatting

  • Understanding Paragraph Formatting
  • Understanding Text Alignment
  • Changing Text Alignments
  • Changing Line Spacing
  • Changing Paragraph Spacing
  • Indenting Paragraphs
  • Outdenting Paragraphs
  • Starting A Bulleted List
  • Adding Bullets To Existing Paragraphs
  • Starting A Numbered List
  • Numbering Existing Paragraphs
  • Shading Paragraphs
  • Applying Borders To Paragraphs
  • Using The Paragraph Dialog Box

9: Page Layout

  • Changing Page Margins
  • Setting Custom Margins
  • Changing Page Orientation
  • Changing Paper Sizing
  • Inserting Page Breaks
  • Inserting Page Numbers
  • Understanding Section Breaks
  • Next Page
  • Continuous
  • Even And Odd Page
  • Inserting A Next Page Section Break
  • Inserting A Continuous Section Break
  • Inserting An Even Page Section Break
  • Inserting An Odd Page Section Break
  • Understanding Headers And Footers
  • Inserting Headers And Footers
  • Inserting A Blank Header
  • Inserting A Blank Footer
  • Switching Between Headers And Footers
  • Editing Headers And Footers
  • Inserting Page Numbering
  • Inserting Date Information
  • Inserting Document Properties
  • Formatting Header And Footer Text

10: Styles

  • Understanding Styles
  • Applying Paragraph Styles
  • Applying Character Styles
  • Creating A Quick Style
  • Creating A Paragraph Style
  • Creating A Character Style
  • Applying Custom Styles

11: Tables

  • Understanding Tables
  • Creating A Table
  • Adding Data To A Table
  • Selecting In Tables
  • Selecting Using The Mouse
  • Inserting Columns And Rows
  • Deleting Columns And Rows
  • Changing Column Widths
  • Changing Row Heights
  • Autofitting Columns
  • Shading Cells
  • Modifying Borders
  • Modifying Border Styles
  • Choosing A Table Style
  • Notes:

12: Mail Merging

  • Understanding The Mail Merge Process
  • Understanding Mail Merge Terminology
  • Understanding The Mail Merge Wizard
  • Selecting The Starting Document
  • Selecting A Recipient List
  • Inserting Mail Merge Fields
  • Previewing The Merged Documents
  • Completing The Merge

13: Creating Business Documents

  • Rules For Business Letters
  • Writing and Punctuation Standards
  • Letter Layout Suggestions
  • Creating a Business Letter
  • Creating a Confidential Letter
  • Creating a Memorandum
  • Creating Meeting Minutes

14: Getting To Know Microsoft Excel

  • Starting Microsoft Excel
  • The Excel 2010 Screen
  • How Microsoft Excel 2010 Works
  • Using The Ribbon
  • Using Ribbon Key Tips
  • Minimising The Ribbon
  • Understanding The Backstage View
  • Accessing The Backstage View
  • Using Short Cut Menus
  • Understanding Dialog Boxes
  • Launching Dialog Boxes
  • Understanding The Quick Access Toolbar
  • Adding Commands To The QAT
  • Understanding The Status Bar
  • Exiting Safely From Excel

15: Creating A New Workbook

  • Understanding Workbooks
  • Creating A New Workbook
  • Typing Text
  • Typing Numbers
  • Typing Dates
  • Typing Formulas
  • Saving A New Workbook
  • Easy Formulas
  • Checking The Spelling
  • Making Basic Changes
  • Printing A Worksheet
  • Safely Closing A Workbook
  • Notes:

16: Formulas And Functions

  • Understanding Formulas
  • Creating Formulas That Add
  • Creating Formulas That Subtract
  • Formulas That Multiply And Divide
  • Understanding Functions
  • Using The SUM Function To Add
  • Summing Non-Contiguous Ranges
  • Calculating An Average
  • Finding A Maximum Value
  • Finding A Minimum Value
  • More Complex Formulas
  • What If Formulas
  • Notes:

17: Font Formatting

  • Understanding Font Formatting
  • Working With Live Preview
  • Changing Fonts
  • Changing Font Size
  • Growing And Shrinking Fonts
  • Making Cells Bold
  • Italicising Text
  • Underlining Text
  • Changing Font Colours
  • Changing Background Colours
  • Using The Format Painter

18: Cell Alignment

  • Understanding Cell Alignment
  • Aligning Right
  • Aligning To The Centre
  • Aligning Left
  • Rotating Text
  • Indenting Cells
  • Notes:

19: Number Formatting

  • Understanding Number Formatting
  • Applying General Formatting
  • Formatting As Currency
  • Formatting Percentages
  • Formatting As Fractions
  • Formatting As Dates
  • Using The Thousands Separator

20: Printing

  • Understanding Printing
  • Previewing Before You Print
  • Selecting A Printer
  • Printing A Range
  • Printing An Entire Workbook
  • Specifying The Number Of Copies
  • The Print Options

21: Page Setup

  • Understanding Page Layout
  • Using Built-In Margins
  • Setting Custom Margins
  • Changing Margins By Dragging
  • Centring On A Page
  • Changing Orientation
  • Specifying The Paper Size
  • Setting The Print Area
  • Clearing The Print Area
  • Inserting Page Breaks
  • Using Page Break Preview
  • Removing Page Breaks
  • Setting A Background
  • Clearing The Background
  • Settings Rows As Repeating Print Titles
  • Clearing Print Titles
  • Printing Gridlines
  • Printing Headings
  • Scaling To A Percentage
  • Fit To A Specific Number Of Pages
  • Strategies For Printing Larger Worksheets

22: Creating Charts

  • Understanding The Charting Process
  • Choosing The Chart Type
  • Creating A New Chart
  • Working With An Embedded Chart
  • Resizing A Chart
  • Dragging A Chart
  • Printing An Embedded Chart
  • Creating A Chart Sheet
  • Changing The Chart Type
  • Changing The Chart Layout
  • Changing The Chart Style
  • Printing A Chart Sheet

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Learning Outcomes

After completing this course, students will be able to:

  • Demonstrate an understanding of document standards and the rules for the production of business documents
  • Use Word and Excel together as tools for business documents

Use Word to:

  • Apply font and paragraph formatting
  • Change page layout
  • Work with tables
  • Apply and modify Styles
  • Perform a Mail Merge

Create Excel worksheets using:

  • Various formatting techniques
  • Basic formulas
  • Charts
  • Page setup and printing techniques

A series of integrated assessment tasks is undertaken to demonstrate competency.

Student Information Handbook

Student Handbook

Forsythes Training recommends that you access our Student Information Handbook. If there is anything in the handbook where you require further clarification, please do not hesitate to call Forsythes Training on 02 4708 9593 and one of our friendly team members will be more than happy to assist you.


The Student Information Handbook provides you with information about Forsythes Training and covers the following areas:

  • Welcome
  • Company profile
  • Student registration process including our refund policy and course cost information
  • Student Induction
  • Student records and information
  • The assessment process and policies

  • Rights, responsibilities and standards
  • Student Feedback
  • Recognised Prior Learning (RPL), Recognised Current Competency (RCC), Direct Credit Transfer (DCT)
  • Appeals Process
  • WHS Policies and Procedures
  • Forsythes Training Guarantee

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