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MAIL MERGE FROM EXCEL TO PDF FORM HOW TO
MAIL MERGE FROM EXCEL TO PDF FORM ARCHIVE

Merging to a printer that will collate and staple the output created from each record in the data source.Merging a document that contains Legacy FormFields.Merging a document with Content Controls.Merging to a document that will include a chart that is unique to each record in the data source.Many to One type merges, which can be used for creating documents such as invoices where there are multiple records in the data source that have common data in one of the fields.

Merge to individual documents in either Word or PDF format with the filenames being supplied by the data in one of the fields in the data source.

Merge to e-mail messages either with or without attachments, with the documents created by the merge being sent as either Word or PDF attachments or as the body of the e-mail message.

Using those tools, it is possible to perform the following types of merge that cannot be done with Mail Merge “out-of-the-box”:

MAIL MERGE FROM EXCEL TO PDF FORM HOW TO

To see how to install and use the various tools. “READ ME – Setting up and using the Merge Tools Add-in.

MAIL MERGE FROM EXCEL TO PDF FORM ARCHIVE

Which is in the format required to allow you to make use of the Many to One facility on my Merge Tools Add-in that is contained in the MERGE TOOLS ADD-IN.zip file that you can download from the following page of my One Drive:Įxtract the files from the archive and read the: It will re-arrange the data as shown below If the data is on Sheet1 and you have a Sheet2 in the workbook, if you run a macro containing the following codeįor i = 1 To. ** Moved from: Office Excel / Windows 10 / Office 2016 **

Thank you in advance for any suggestions you might be able to provide! Please let me know if more clarification is needed. However, there are about 120 items, and most locations only need a small handful so that would be a mess. The only thing I have thought of so far is to list every item for every location,Īnd mail merge the "X" to designate that item is included. Essentially I would like to turn this checklist, into individual lists of items needed by location, without having to go back and manually type everything in. For example:ĭoes anybody have some ideas as to how to easily reformat this sheet so that I could automate that process? I know that I could just have two columns (Location and Items needed) and in the items needed column, list the items. What I need to do is use mail merge or an adobe pdf form to produce a list for each store of items needed. Unfortunately, this spreadsheet was given to me so it was not originally formatted correctly to mail merge. If that person needs the corresponding item in a row, the cell is marked "X". I have an excel spreadsheet in which the first column lists people, and the top row designates a list of about 120 items.