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Old 10-10-2015, 05:50 PM
Tonykiwi Tonykiwi is offline Merge fields from Excel into word document Windows 7 64bit Merge fields from Excel into word document Office 2013
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Default Merge fields from Excel into word document

Good afternoon



I am a financial adviser and in the course of my business I draw financial information from clients in excel spreadsheet. I also have a templated 'statement of advice'.

I am seeking to automate the transfer of the excel fields into the word document and hope someone can point me to the function I need to learn or get trained up on.

as an example, a client might say that when if they die they want $500k to clear the mortgage, $20k for final expenses, $600k for an income subsidy for remaining partner. Each of those amount will be input into the spreadsheet along with other details such as income, tax rate and a number of other fields.

When I automate it across I want the document to look for the inputted data and drag it into the document. "You told me that in the event of your premature death would required (from excel) to clear the outstanding mortgage, (from excel) for funeral and final costs..........

I have checked the help files and mail merge seems to be something like what I am seeking but i am not convinced. If anyone can point me towards what I need to scrub up on I would be very appreciative

cheers

tony
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Old 10-10-2015, 06:31 PM
Charles Kenyon Charles Kenyon is offline Merge fields from Excel into word document Windows 8 Merge fields from Excel into word document Office 2013
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Old 10-10-2015, 06:42 PM
Tonykiwi Tonykiwi is offline Merge fields from Excel into word document Windows 7 64bit Merge fields from Excel into word document Office 2013
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Thank you for this. The other function I am seeking is one I used some years ago in Word but can't remember what function it was. In essence you got a series of dialogue boxes into which you freeflowed your text as it worked through the templated document (in my case statement of advice). First box might be "current situation" so you input the text into the dialogue box and then moved onto the second one "current insurance cover in place" and so on. At the end the freeflow text was in the appropriate position within the templated document.

cheers
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Old 10-10-2015, 09:36 PM
Charles Kenyon Charles Kenyon is offline Merge fields from Excel into word document Windows 8 Merge fields from Excel into word document Office 2013
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You may be talking about a protected form using legacy form fields, or you might be talking about a custom dialog box (UserForm).
Making Forms with Microsoft Word
Create a Simple Userform

With Word 2013, you could be using Content Controls and editing restrictions instead of legacy formfields.
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Old 10-11-2015, 06:07 AM
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gmayor gmayor is offline Merge fields from Excel into word document Windows 7 64bit Merge fields from Excel into word document Office 2010 32bit
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Please fix the grammar in the sentence ""You told me that in the event of your premature death would required (from excel) to clear the outstanding mortgage, (from excel) for funeral and final costs.........." before sending the document to your clients, if you want to be taken seriously.
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Old 10-11-2015, 12:54 PM
Tonykiwi Tonykiwi is offline Merge fields from Excel into word document Windows 7 64bit Merge fields from Excel into word document Office 2013
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Quote:
Originally Posted by gmayor View Post
Please fix the grammar in the sentence ""You told me that in the event of your premature death would required (from excel) to clear the outstanding mortgage, (from excel) for funeral and final costs.........." before sending the document to your clients, if you want to be taken seriously.
Thank you for the advice - the extract in my post was not from my template and statements of advice follow a 'proofing' process prior to delivery. I will certainly pay more attention to my grammar in the future!
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