Using Next if rule in Mail merge to create separate docs for each ee with a list of their dependents

[nramch]

Hi,


I've tried many times to do this using the directory and next and next if rules.

I have a list of employees who are waiving health coverage. I need to send them all a notice to renew their waivers. The notice has to show their basic information (Name, DOB, SSN, etc.) and list all their dependents.

I'm unable to get the next record or nextif rules to show me what I need Please help!!

[gmayor]

This would be a many to one mail merge, but it is not going to work with two separate workbooks, without combining them as appropriate or creating a custom process in VBA.
There is a tutorial at the start of the mailmerge section of this forum, or with some changes to the document, you could use Merge Many To One.
It is not a good idea to put live data files with personal information on a public forum.

[macropod]

See the Microsoft Word Catalogue/Directory Mailmerge Tutorial 'Sticky' thread at the top of this forum:
https://www.msofficeforums.com/mail-...-tutorial.html
For what you describe, an approach using the DATABASE field would probably be easiest to implement.