Include header and footer formatting when using IF conditional includes of separate documents

[anakaine]

Hi all, first time post, long time searcher.

I've got a problem I have only been able to find partial solutions to so far.

I have an excel matrix that includes many rows of people. Columns in this matrix define whether they should be presented with signoff paperwork for various things. There's about 40 document possibilities, with more coming, and there's well over 100 people. New people are added, and currently the process involves someone adding an individuals info to every document, then printing it.

With this logic the workers requirements are formalised in a matrix, and the master document looks at the matrix, pulls out only those relevant documents and presents them as a mailmerge product

Currently my code looks like:

{ IF = { MERGEFIELD Supervisor } = "Yes" "{INCLUDETEXT "S:\\pathtodocuments\\Supervisor.docx" }" }

{ IF = { MERGEFIELD Worker } = "Yes" "{INCLUDETEXT "S:\\pathtodocuments\\Worker.docx" }" }

{ IF = { MERGEFIELD Supervisor } = "Yes" "{INCLUDETEXT "S:\\pathtodocuments\\Robot.docx" }" }

The question(s) I have, however, are:

Each 'child' document includes header and footer information. The document name is actually kept in the header and thus is necessary to keep (also because these documents are designed to a consistent corporate standard). Using the current method header and footer informaiton is lost, though the rest of the document remains intact. How can I keep the header and footer (even using a different method?)



The other, rather small point: is there a way I can force a section break between each document that is included? Ie not between each IF statement, but rather between each document that is included via the IF criteria?

Thanks

[macropod]

The simple solution is to insert a Section break after the content of each 'child' document, unlink that Section's header from the one preceding it, then delete the new Section's header. Do likewise for the mailmerge main document before your first INCLUDETEXT field.

[anakaine]

Thanks Paul, I'll try that and see how I go.

Should "the section break after the content each child document" be in the child document itself, or in the mail merge main document?

[macropod]

Yes, you insert the Section break after the content in each 'child' document, unlink that Section's header from the one preceding it, then delete the new Section's header.