Hi all,



Attempting to simplify an existing process. Right now I have users copying & pasting an Excel Workbook and a Word Document ("Plan Doc") into specific folders, filling out the Excel Workbook then running a Mail Merge through the Plan Doc.

New Process:
I'd like the user to copy & paste the Excel Workbook into their desired folder and after filling out the Excel Workbook's cells to be utilized by Mail Merge, run a VBA code that copies the Plan Doc (will always have the same location) into the same folder as the newly placed Excel Workbook and re-names it based on certain cell values in Excel.

Attaching an example Excel Workbook with some examples of what the user would be filling out. These fields in Excel Workbook are used in the Plan Doc as a Mail Merge. Eventually, I'd like to automate the Excel VBA to contain code to run a Mail Merge in the Plan Doc after copying / pasting the Plan Doc... but one step at a time.

Forgive me if this is confusing, I'd be happy to answer any questions.

Thanks,
Rich

Attached Files

TestWorkbook.xlsx (8.5 KB, 13 views)