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Old 10-09-2014, 06:07 PM
lawlaw lawlaw is offline Learning Mail Merge Rules Windows 7 64bit Learning Mail Merge Rules Office 2007
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Thank you as always Macropod. I have a couple other questions:

1) I'm an attorney and use merging to take my client's data and merge it into forms that I file with the Court. My current issue is that my practice management software only allows me a limited number of fields that are available to merge into word documents. All the other data must be manually entered into the document after the merge, and I am trying to automate as much as possible. I've been trying to think of ways to get more fields and my idea is to put all my client's data into a PDF file, then export the field data into a TXT, then to a CSV, and then the CSV data is used with my Merge templates. This would allow me to have unlimited about of data fields.

The problem is that getting the data from the PDF and into my Word merge templates is a bit tedious since there are multiple steps.

A) Do you know of a way to go from Adobe Acrobat directly to a Word Merge? This would be taking the data from the PDF and using it in the merge directly. I searched online for programs but could not find.

B) In your experience is my method a good idea, or are there better more efficient ways to achieve what I am going for?

2) The Courts here use Microsoft Excel for child support calculations, but they have programmed it so that it automatically creates multiple documents in other sheets in Excel with the date you input. I've been considering this as an alternative to what I am trying to achieve. Are you familiar with this and would this be a better option? My only problem with this is that I already have 100s of merge templates in Word and dont want to recreate all of them.

3) Where did you learn all this stuff? Seems like there is not a lot of information (beyond your tutorials) on advanced word merging.

Thanks~!
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