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Old 06-16-2020, 05:51 AM
stuart705 stuart705 is offline Windows 10 Office 2016
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Default Best method to update multi-page policies

I am updating a multi-page set of policies and am looking for recommendations for the best method to do so. Should I use a Mail Merge or VBA? I have 24 separate documents that I combined into one document of 102 pages. The manuals require addition of a "CLIENT", "PHONE NUMBERS", etc. Would I have to go into each page of the document to add the necessary field if I use Mail Merge, or is there a more efficient way to add the appropriate field to all of the pages? The template documents do contain the generic CLIENT name and similar generic fields. One again, if I use Mail Merge do I have to manually replace CLIENT with <<CLIENT>> for each page?

Your advice is appreciated.

Thank you.

Stuart
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