How can I save a Word Document as a PDF file with a merged field filename?

kp2009 · #1 08-08-2014, 02:52 PM

Hi,

I have a document which I constantly change with the Mail Merge tool. I would like to create a macro that saves the document as a PDF file, but changes the filename to the merge field data in the document. How can I do this? I appreciate any help I could receive.

Thank you!

macropod · #2 08-08-2014, 04:36 PM

If you bookmark the field you want to use for the filename with the name 'Name', you could use a macro like the following. Simply preview the record to be output, then run the macro. The output file is saved to the same folder as the mailmerge main document.

Code:

Sub Demo()
Dim StrPath As String, StrName As String
With ActiveDocument
  StrPath = .Path & "\"
  StrName = .Bookmarks("Name").Range.Text  .SaveAs2 FileName:=StrPath & StrName & ".pdf", FileFormat:=wdFormatPDF, AddToRecentFiles:=False
End With
End Sub

Note: Given that previews don't reliably display the results in the way finishing the merge does when you're using much more than simple mergefields, this may not be a suitable solution. If not, a different approach will be required. Try it, though, and see if it produces the desired results.

kp2009 · #3 08-08-2014, 04:59 PM

It worked perfectly! Just one thing, is there any way I can also print the document automatically with the same macro?

macropod · #4 08-08-2014, 05:06 PM

Simply insert:
.Printout
before:
End With
Note: this will print the document, not the PDF, but that shouldn't matter.

jbndylan · #5 08-19-2015, 06:19 AM

Hi, I get an "Compile error: Expected: end of statement" error on the save line.
dt = Format(CStr(Now), "mmddyyy")

ChangeFileOpenDirectory "\\vcuhshmo\groups\Claims Administration\CCU\PVOH\PVOH Mail Merge Letters\PVOH Mailers - Test\"

With ActiveDocument
' StrPath = .path & "\"
StrName = .Bookmarks("Name").Range.Text .SaveAs FileName:=StrName & ".docx"
End With
What have I missed?

macropod · #6 08-27-2015, 11:45 PM

It looks like your code has merged two lines although that may be how you pasted it. Try

Code:

ChangeFileOpenDirectory "\\vcuhshmo\groups\Claims Administration\CCU\PVOH\PVOH Mail Merge Letters\PVOH Mailers - Test\"

With ActiveDocument
  StrName = .Bookmarks("Name").Range.Text
  .SaveAs FileName:=StrName & ".docx"
End With

Given your code has nothing to do with saving a document, you can't really expect anyone to advise on that...

Done properly, there is also no need for ChangeFileOpenDirectory!

Code:

Dim StrFldr as String
StrFldr = "\\vcuhshmo\groups\Claims Administration\CCU\PVOH\PVOH Mail Merge Letters\PVOH Mailers - Test\"

With ActiveDocument
  StrName = .Bookmarks("Name").Range.Text
  .SaveAs FileName:=StrFldr & StrName & ".docx"
End With

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