#1
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Can I do an automated mail merge with Excel, Word, and Publisher?
I provide 4 hour Parenting Classes for people in custody disputes. For years I have maintained three separate files. I keep a list in Excel that includes the Persons Name and attendance date. I have a letter in Word that the name and attendance date is the only change a certificate in Publisher with the same changes. I would like to simplify this all into one file? All help appreciated!
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#2
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Whether mailmerge, which both Word and Publisher support, would be of benefit really depends on:
(a) how many letters and certificates at a time you are producing; and (b) how your Excel data are organised. Mailmerges are designed for mass-production and really don't offer much benefit for the processing of only a few records at a time. To be useful as a mailmerge data source, your Excel workbook would have to be set up in a table format, with separate columns for each of the elements needed for the mailmerges (e.g. dates, honorifics, given names/initials, surnames, street addresses, localities, zip/postal codes, state, etc.) and with all elements for a given record on the same row. And, rather than using separate Word and Publisher files, you should consider whether either of those programs can do the job on their own. It might be possible, for example, to save the Publisher file in Word format, so you can incorporate the certificates into the same document that produces the letters. The converse might also be true. You'll necessarily end up with at least two files, one being the Excel data source but, depending on your requirements and the data structure, you may not need to do any typing in the mailmerge main document.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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I never realized
That you might could save a publisher file as a word file! I'm going to check it out right now. would it be possible for the publisher file to be a sheet in the excel file?
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#4
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No. As I said, the files need to be separate.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
#5
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The files need to be separate i.e the data in Excel the documents in Word or Publisher (Word will provide more functionalty - Publisher makes the production of stylish documents simpler). The documents can be connected seamlessly to the data.
If you can reproduce the certificate design in Word I would do so. You can then either use a VBA userform to read the data into a combo box or list box and select the record(s) to be processed, or use mail merge, but as Paul says, they will be separate documents. See http://www.gmayor.com/Userform.htm and for a more in depth explanation, see http://gregmaxey.com/Create_and_employ_a_UserForm.htm
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Graham Mayor - MS MVP (Word) (2002-2019) Visit my web site for more programming tips and ready made processes www.gmayor.com |
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