Mail Merge from Excel to Separate Documents and Different Folders
Hello,
May I please get some help in forming a VBA script meeting the following Process Flow. I've tried searching online for something to work out of since I have VBA knowledge basics. However, I think I'm unable to find something similar I can use to work around with because I'm lacking in being able to put into words through a google search what could relate to this request.
Process Flow
Excel file with data is sent to or downloaded by User responsible for running script.
Excel file is placed unto User's work station where script can call it from (locate it).
User opens word file template existing within work station.
User locates button within template. <Hypothetically>
Button triggers script.
Merging and exporting takes place.
User goes to designated location to retrieve files.
Refer to Powerpoint for depiction of process flow.
Attached Files
- Just Form
- Just Data
- Original (All-in-One)
- PAF_ppt
Note:
In the past, I was able to accomplish this entirely through a script I built when the form (template) existed within Excel and not through a word file externally. One can see this from the Original file I've attached. The script is within the file. Please check it out. This I'm sure will help a lot in understanding what I'm trying to output. Make sure to edit path strings as needed.
I don't think this is something that someone hasn't thought of doing in the past. Thus, if anyone knows a of an article, forum post, etc. I could follow to accomplish this and can point me to it, I'd very much appreciate it. Making this happen will definitely help out a whole lot.
Thanks so much in advance!
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