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Old 10-15-2017, 09:18 AM
TheWalrus TheWalrus is offline Windows 10 Office 2016
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Default Mail Merge query - multiple selected documents from one data source

Hi, I'm looking to use mail merge for the following but am struggling to find an efficient way (I'm new to mail merge):

I have a suite of documents (say doc A to doc Z) that I need to populate a selection of with slightly different information for each project I am managing.



I have a data source spreadsheet pick list with the information on it in columns 1 to 10. The data source spreadsheet will have the unique project reference in the first column, then the project particulars in the next columns (eg name of supervisor, customer etc).

so, a project comes in and I might need to pick document c,s,u,x & z. each will look up the project particulars from my data source spreadsheet, and return the info into pre-determined data fields in the documents. When this is done I then convert to PDF and they become the Project File.

Whats the right way to do this? Is there a way without individually editing the fields in each of the required documents to look at the new data source?

Thanks for reading, hope I have explained well enough, and you can help
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Old 10-15-2017, 01:28 PM
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Old 10-15-2017, 02:04 PM
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macropod macropod is online now Windows 7 64bit Office 2010 32bit
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Cross-posted at: https://www.office-forums.com/thread...query.2350108/
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