Quote:
Originally Posted by NotSaying
are you able to post a list of instructions on how to do this quickly? I've already installed the add-on.
I know there are some on that website, but I'm multi-tasking at the moment (which I suck at) and I don't have time to completely go through that page.
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You're kidding, right? Not only do you want someone to provide the resources but you want them to do your reading for you too???
You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my
Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://windowssecrets.com/forums/sho...merge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
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:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391
Another option would be to use a DATABASE field in a normal letter mailmerge main document and a macro to drive the process. An example of this approach can be found at:
http://answers.microsoft.com/en-us/o...1-1996c14dca5d
The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at:
https://www.msofficeforums.com/mail-...html#post67097
Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at
http://www.gmayor.com/ManyToOne.htm (Graham's already provided a link to this); or
Doug Robbins at
http://bit.ly/1hduSCB
In addition to a 'Many to One' merge, the latter handles:
Merge with Charts
Duplex Merge
Merge with FormFields
Merge with Attachments
Merge to Individual Documents
Merge, Print and Staple
Whichever course you decide upon, you're going to have to do your own reading.