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Old 03-06-2016, 09:57 PM
achuneke achuneke is offline Merging using directory into an existing template Windows 10 Merging using directory into an existing template Office 2013
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Merging using directory into an existing template
 
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Default Merging using directory into an existing template

I've set up a template (.dotx) with a several pages of information. In the middle of this info is a table containing the merge fields I want to use for the directory.

When it's time to update the directory, I'd like to just run a merge, but using a "directory" merge makes a complete copy of the ancillary text for each name merged. I can delete everything but the table, run the directory merge and paste everything else back in and then it's fine. Is there a way to tell Word to just repeat the table over and over in the table location without copying all the other text over and over? I thought perhaps isolating the table in its own section would help but apparently not.

I'm pretty good with VBA but that seems like a hard way to do it. My data source is an Excel sheet, BTW.



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Al
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Old 03-06-2016, 11:31 PM
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You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://windowssecrets.com/forums/sho...merge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some worked examples, see the attachments to the posts at:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An example of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at http://bit.ly/1hduSCB

In addition to a 'Many to One' merge, the latter handles:
• Merge with Charts
• Duplex Merge
• Merge with FormFields
• Merge with Attachments
• Merge to Individual Documents
• Merge, Print and Staple
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Paul Edstein
[MS MVP - Word]
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