Using Mailmerge To Include Grouped Information In a Letter

macropod · #25 06-06-2020, 04:16 PM

You can't use a workbook with such a data layout for the kind of merge you want to do.

You could, however, use a structure such as that in the attached workbook with a mailmerge main document like the one also attached - note the completely different approach to the mailmerge in that document, which uses two DATABASE fields to group the data.

As the DATABASE field code is written, it is assumed the mailmerge main document will be stored in the same folder as the Excel workbook.

Simply connect the 'Letter' document to the 'List' workbook for an ordinary 'letter' merge, using the 'Clients' worksheet as the data source, then complete the merge. There's a macro in the 'Letter' document that intercepts the Finish & Merge>Edit Individual documents process to do some post-merge table formatting.

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