How to fill word documents from Excel. This could be useful for mass mailings or for forms that you need to fill out repeatedly - and you won't have to use VBA.
Simple, straight to the point, no complicated macros. Really helped me when I had a project that had a bunch of labels and I didn't want to fill in the fields individually.
Thank you! I have been beating myself up black and blue for HOURS trying to take very specific Excel fields and merge them into differnt places in a word doc. WOW. And then ... I stumble into your solution. Well done. Lean / clean / straightforward. Thanks.
I KNEW there was a way to do this. Thank you for the simple example. It clarified A LOT for me in designing my documents and merges!! Much appreciated.
Sorry to be so offtopic but does anybody know of a method to get back into an instagram account..? I somehow forgot the password. I love any tips you can offer me
Thank you so much for this!!!!! I remember trying to learn this many many years ago. never could do it. Now I needed to use this skill and found your video.
EXACTLY what I was looking for. I haven't tried it yet, however, with your excellent teaching ability I feel like I will be able to do just what I needed. Thank!
Thanks a bunch, it took me while to find your video among all the one that are using 3rd party tools, plugins, etc. Much appreciated! I like your to-the-point style of explaining.
Sorry to dead head an older vid, but THANK YOU. You saved me so much work of manually copy/pasting the results of an o365 form. (As far as I can find you can't automate the form results into word with previous form submissions, the only trigger in flow/automate is for new form submissions ******** M$) THANK YOU.
@Andrew Ligon Fant, many thanks, was indeed very helpful. Quick question: I would like to save each word document for 'John' and then 'Jane' in your case. What do I need to do then ?
I have about 72 different rows of information to fill on a word template. Once I have the final templates filled in is there a way to save individual templates vs all 72 on one document? Thank you.
Hi, is this possible only for one section at a time? I have a word template with repetitive pages, but page is tied to a specific person. How do I automatic this so each row populates on a seperate page? Does that make sense?
Is there a way to generate the PDFs with unique names? possibly even using the fields from the excel spreadsheet? Right now it just sends it as PDFMailer as the attachment name and saves them that way
I know this is an older video. Is there a way that I can fill down instead of per sheet? As I am trying to use it to send need dates to a vendor. Thanks in advance.
Hello, is there a way I can put the field codes for each field in a Word template and complete documents from different Excel sheets by editing the field code pointing at the Excel file and sheet?
What if I need to add multiple entries from the same list in one excel document. What I mean is if I insert a merge field twice for eg. "Name" and I need two different names to show up under one word document.. is it possible?
Thanks for the help! How can I keep the formatting of the excel cells into the inserted word fields? For example I have a cell format as finance (€ 1.000.000,00) and when I follow all steps I get 1000000 as an amount
Hi, how can I set up a formatting and style for different part of the word document (for example heading, bold times new roman 28, body text calibry 10, footnote calibry 8, table justied calibry 8 etc) in away when you paste sentences with different font, size, etc, it automatically changes to the default style set for that part of the document and one doesn't have to change it manually?
This is great info but I have ran into a dilemma. I have a formula in excel that needs to show the dollar amount in word but it is not in currency: can that be fixed?
Hi Andrew, jst a quick query... Once I click on finish and merge, my word is getting created but with horizontal lines at each step.. Is there a way I can remove those in settings prior or so?? Thanks
Is it possible to create a drop down list, that contains all the names, and when you select whichever name, the fields for "date", "location" shows the date and location for the corresponding name?
You can create drop-down lists in the Data Validation tab, and then you could auto-populate the other cells using a LOOKUP function to find the data from another table. Kind of complicated, but it could work.
How do you print the entire list? I have 120 peoples names/address in my letter mailing list but when I click print it is only printing the person I am looking at.
I’m not sure if I understand, but I think you mean the file name. If you’re on a Mac, you may be able to work some magic with keyboard maestro, and if you’re on pc you may be able to do that with power automate. But yeah sorry I don’t have an exact answer for you.
That's a great alternative to pasting links one by one! Do you have any alternative ideas on how to do so when both documents are saved on sharepoint, or a VPN? From excel to power point it works perfectly, but word completely messes it up
I’m sorry I don’t have an answer for you. I am not an expert at this. I just had to figure this problem out and noticed there weren’t good videos on it so I decided to share the knowledge.
@@andrewligonfant319 Thanks for the answer! I really looked it up, even called Microsoft 365 support, and they said it is not recomended to work with online documents this way. They call it "customizing the use of MS Office" and so it may work or not, but they don't offer the support for that kind of process when the files are not stored on local drivers. Thanks again, anyway!
DEAR SIR I USUALY TO MAKE REPORTS OF CLAIM INVESTIGATION OF TP AND OD CLAIMS. IT TAKES TOO MUCH TIME TO COMPLETE ON WORD IS THEIR ANY SUCH SHORT CUTS WHERE I FILL THE DETAILS OF THE CASE AND MY REPORTS GET READY AUTOMATICALLY... PLEASE HELP
That's great, i have a 400 students in my exel and and now i can easily give them their certificates. But isn't there a way to save all of them in individual word files?
The only problem I have with this process is that there seems to be a data limit that can be pulled from Excel. So basically, if you have a cell with a lot of information such as a paragraph or several paragraphs it wont pull all of it over to the word document.
@@DesignReady. It depends on what your trying to import into the document. Excel limits you to 255 characters. That includes spaces and punctuation. If you want to import a large paragraph or several paragraphs you could break them up into columns with 255 character or less. Then you can tag the document in away that allows you to import the paragraph pieces chronologically. If you want to know how many characters are in each cell you can use =LEN(select cell).
All these kinds of videos talk about mail merge. I'm interested in merging the database into a document that is a listing of the entire database on as many sheets as necessary, printing to a document for output to the printer when called for. In other words all "A" names would be on page 1 for a basic example. All I see is one record to a document.
