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Old 08-03-2018, 05:20 AM
DeniseStafiej DeniseStafiej is offline Windows 10 Office 2010 32bit
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Default Mail Merge Grouping Multiple Records into 1 Output

I have been trying to use the Directory Mail Merge feature to no avail. Reaching out to the experts in this Forum for help..

I have a form letter (attached).
I have a data excel (attached) with a list of client/matter names

In the data file there are repeats of client names and I need to mail merge ONE letter listing ALL matter names in the Attachment table on page 2 in the Matter Name column of the letter.

Example, letter to Client B.A.L. Prod. would list under Matter Name column:


Thanks in advance for any assistance.
Attached Files
File Type: docx Merge Letter FormFile.docx (46.8 KB, 6 views)
File Type: xlsx MatterData.xlsx (10.6 KB, 6 views)
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Old 08-03-2018, 03:41 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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To see how to use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version), check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial in the 'Sticky' thread at the top of this forum:
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at; or
Doug Robbins at
Paul Edstein
[MS MVP - Word]
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