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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 |
#2
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See, for example, the attachment to: https://www.msofficeforums.com/mail-...tml#post120342
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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Cross-posted at: https://www.office-forums.com/thread...query.2350108/
For cross-posting etiquette, please read: http://www.excelguru.ca/content.php?184
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
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