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